Welcome to our dedicated page for Phreesia SEC filings (Ticker: PHR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Phreesia, Inc. (NYSE: PHR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents help investors analyze how Phreesia reports its financial performance, material events and key agreements related to its healthcare technology and patient activation business.
Phreesia’s filings include Current Reports on Form 8-K that describe significant developments such as quarterly financial results, material definitive agreements and acquisitions. For example, the company has filed 8-Ks covering its fiscal quarter results, the Agreement and Plan of Merger to acquire AccessOne Parent Holdings, Inc., and the completion of that acquisition, which made AccessOne a wholly owned subsidiary. Other 8-Ks detail the bridge loan credit agreement, amendments to its credit facility with Capital One and the voting results of its annual meeting of stockholders.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing set), which typically contain segment information for subscription and related services, payment processing fees and network solutions, along with discussions of non-GAAP measures such as Adjusted EBITDA. Proxy materials and governance-related filings provide additional context on board elections, auditor ratification and executive compensation votes.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, explain complex sections and surface items such as new debt obligations, acquisition terms or changes to credit agreements. Real-time updates from EDGAR, combined with simplified explanations, make it easier to track Phreesia’s regulatory history, capital structure and major corporate actions without reading every page of each filing.
Phreesia, Inc.'s Principal Accounting Officer, Yvonne Hui, reported a small insider stock sale. On January 8, 2026, she sold 372 shares of Phreesia common stock at a price of $17.47 per share. After this transaction, she continued to beneficially own 29,910 shares of the company’s common stock in direct ownership.
The sale was carried out under a Rule 10b5-1 trading plan that she adopted on September 16, 2025. Such plans allow insiders to pre-arrange trades according to set instructions, helping separate personal trading activity from day-to-day access to company information.
Phreesia, Inc. reported that its General Counsel & Secretary, Allison C. Hoffman, sold shares of company common stock in a routine tax-related transaction. On 01/08/2026, she disposed of 6,585 shares of Phreesia common stock at a weighted average price of $17.0071 per share, through multiple sales within a price range of $16.81 to $17.56 per share. According to the disclosure, these sales were non-discretionary and made under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units. After this transaction, Hoffman beneficially owned 174,762 shares of Phreesia common stock, held directly.
Phreesia, Inc.'s Chief Financial Officer, Balaji Gandhi, reported the sale of 8,009 shares of common stock of Phreesia on January 8, 2026. The shares were sold at a weighted average price of $17.0071 per share, through multiple trades within a price range of $16.81 to $17.56 per share. According to the disclosure, these were non-discretionary transactions made under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units. After these transactions, Gandhi beneficially owns 156,231 shares of Phreesia common stock directly.
Phreesia insider Balaji Gandhi has filed a notice to sell common stock under Rule 144. The filing covers a planned sale of 8,009 common shares with an aggregate market value of $136,209.87 through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 01/08/2026. The shares were acquired on 01/02/2026 via restricted stock vesting as compensation. The filing notes that 60,287,003 shares of the issuer’s common stock are outstanding. Over the prior three months, Gandhi sold 885 common shares for gross proceeds of $19,789.66. By signing the notice, the seller represents that they are not aware of any undisclosed material adverse information about the issuer.
Phreesia insider plans sale of previously restricted common shares. A holder has filed notice to sell 8,440 shares of Phreesia common stock through Fidelity Brokerage Services on or around 01/08/2026 on the NYSE, with an aggregate market value of $143,539.92. These shares were acquired on 01/02/2026 via restricted stock vesting as compensation from the issuer. Common shares outstanding were 60,287,003. In the past three months, the same seller disposed of 3,163 common shares on 10/17/2025 for gross proceeds of $70,728.48.
A Rule 144 notice reports a planned sale of 6,317 shares of common stock of the issuer through Fidelity Brokerage Services LLC on or about 01/08/2026, to be sold on the NYSE with an estimated aggregate market value of $107,433.85. The filing notes that there were 60,287,003 shares of this class outstanding at the time referenced.
The shares to be sold were acquired on 01/02/2026 via restricted stock vesting from the issuer as compensation. The notice also discloses that the same seller, Evan Roberts, previously sold 1,888 shares of common stock on 10/17/2025 for $42,217.95 in gross proceeds over the past three months.
PHR received a Rule 144 notice covering a proposed sale of 2,602 common shares through Fidelity Brokerage Services LLC on or around 01/08/2026 on the NYSE, with an aggregate market value of $44,252.47. These shares were acquired from the issuer as restricted stock vesting on 01/02/2026 as compensation. The notice also reports that Amy Vanduyn sold 639 common shares over the past three months for gross proceeds of $14,288.81.
PHR received a notice of a proposed sale of common stock under Rule 144. The notice covers 6,585 common shares to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 111,991.75 and 60,287,003 common shares outstanding. These 6,585 shares were acquired on 01/02/2026 through restricted stock vesting from the issuer as compensation, with payment also dated 01/02/2026.
The notice also reports that the same seller, Allison C. Hoffman, sold 1,241 common shares on 10/17/2025 for gross proceeds of 27,750.25 during the prior three months, as required disclosure for recent sales under Rule 144.
PHR shareholder plans to sell 6,106 shares of common stock under Rule 144. These shares were acquired on 01/02/2026 through restricted stock vesting as compensation and are slated for sale around 01/08/2026 through Fidelity Brokerage Services LLC on the NYSE. The filing notes 60,287,003 common shares outstanding.
In the past three months, related PHR common stock sales include 2,059 shares sold on 10/17/2025 for gross proceeds of $46,041.71 and 94 shares sold on 12/17/2025 for $1,549.72. The seller represents that they are not aware of any undisclosed material adverse information about PHR’s operations.
Phreesia shareholder Yvonne Hui filed a notice to sell company stock under Rule 144. The filing covers a proposed sale of 372 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an indicated aggregate market value of $6,498.84. These 372 shares were acquired on 12/31/2025 through an employee stock purchase plan transaction with the issuer, paid in cash on the same date.
The notice also lists prior sales by the same shareholder over the last three months: 302 common shares sold on 10/15/2025 for gross proceeds of $6,960.50, and 426 common shares sold on 12/17/2025 for gross proceeds of $6,922.50.