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. received an updated large shareholder report from FMR LLC and Abigail P. Johnson. They report beneficial ownership of 362,971 shares of Phreesia common stock, representing 0.6% of the outstanding class as of the report date. FMR LLC has sole voting power over 360,997 shares and sole dispositive power over 362,971 shares, while Abigail P. Johnson is reported with sole dispositive power over the same 362,971 shares and no voting power.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Phreesia. The report also notes that one or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person has more than five percent of the total outstanding common stock.
Phreesia, Inc. insider reports employee stock purchase
A Phreesia, Inc. officer who serves as Principal Accounting Officer reported buying 372 shares of the company’s common stock on 12/31/2025. The shares were acquired at a price of $14.38 each through the Phreesia, Inc. 2019 Employee Stock Purchase Plan for the purchase period from July 1, 2025 through December 31, 2025. After this transaction, the officer directly beneficially owned 30,282 shares of Phreesia common stock.
Phreesia, Inc. reported that its General Counsel and Secretary, Allison C. Hoffman, increased her ownership through the company’s 2019 Employee Stock Purchase Plan. On 12/31/2025, she acquired 610 shares of common stock at a purchase price of $14.38 per share, reflecting the plan’s feature that allows purchases at 85% of the closing stock price on the purchase date. Following this transaction, she beneficially owns 181,347 shares of Phreesia common stock in total, held directly.
Phreesia, Inc.'s Senior Vice President of Human Resources reported an option exercise and share acquisition. On 12/19/2025, the officer exercised a stock option to buy 18,000 shares of common stock at an exercise price of $4.71 per share. Following this transaction, the officer directly beneficially owned 162,840 shares of Phreesia common stock.
The exercised option related to a stock option grant that was fully vested and exercisable as of the transaction date and is described as a right to buy common stock. After this exercise, the officer retained 4,755 stock options beneficially owned, with an expiration date of 01/30/2028. The filing was made for one reporting person and reflects a routine insider equity transaction.
Phreesia, Inc. insider activity: President, Network Solutions David Linetsky reported a small automatic sale of company stock related to tax withholding. On December 17, 2025, 94 shares of Phreesia common stock were sold in a non-discretionary transaction under the company’s mandatory sell-to-cover policy to satisfy tax obligations from the settlement of restricted stock units. The weighted average sale price was $16.4863 per share, based on multiple trades between $16.26 and $16.59.
Following this transaction, the filing reports 9,789 shares held indirectly through the reporting person’s spouse and 237,829 shares held directly. The sale was executed as part of a structured policy rather than a discretionary open-market decision.
Phreesia, Inc. officer Evan Roberts, President, Provider Solutions, reported stock option exercises that increased his direct common stock holdings. On 12/17/2025, he exercised options to acquire 44,935 shares of common stock at an exercise price of $4.71 per share and another 5,065 shares at $8.03 per share.
Following these transactions, Roberts directly beneficially owned 840,949 shares of Phreesia common stock. After the exercises, one option grant covering 44,935 shares was fully used, and another grant covering 5,065 shares remained outstanding as part of a larger option position of 17,690 derivative securities. The filing notes that the exercised option was fully vested and exercisable as of the transaction date.
Phreesia, Inc. reported a small insider stock sale by an officer identified as the Principal Accounting Officer. On December 17, 2025, this officer sold 426 shares of Phreesia common stock at a price of $16.25 per share. After this transaction, the officer beneficially owned 29,910 shares of common stock held directly.
The company notes that this trade was carried out under a Rule 10b5-1 trading plan, which the reporting person adopted on September 16, 2025. Such plans are pre-arranged trading programs designed to allow insiders to sell shares over time according to predetermined instructions.
A shareholder of PHR filed a Rule 144 notice to sell 94 shares of common stock through Fidelity Brokerage Services LLC on the NYSE.
The shares to be sold were acquired on 12/16/2025 via restricted stock vesting as compensation, with an aggregate market value of $1,549.72. The filing reports 60,287,003 common shares outstanding. Over the past three months, disclosed sales include 1,064 and 2,059 shares by David Linetsky for gross proceeds of $25,004.00 and $46,041.71, and 93 shares by Jessica Weiss for $2,226.29.
A holder of PHR common stock has filed a Rule 144 notice to sell 426 shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $6,922.50. The sale is expected to occur around 12/17/2025, and the disclosure notes that there were 60,287,003 common shares outstanding.
The shares to be sold were acquired on 10/13/2025 via restricted stock vesting from the issuer as compensation. Over the prior three months, the seller, Yvonne Hui, reported selling 302 common shares on 10/15/2025 for gross proceeds of $6,960.50. By signing the notice, the seller represents that they are not aware of any material adverse information about the issuer that has not been publicly disclosed.
Phreesia, Inc. reported an equity grant to its Chief Financial Officer, Balaji Gandhi. On December 5, 2025, Gandhi received 66,000 shares of Phreesia common stock in the form of Restricted Stock Units (RSUs) under the company’s 2019 Stock Option and Incentive Plan at a grant price of $0 per share. Following this grant, he beneficially owned 164,240 shares of Phreesia common stock directly.
The RSUs vest over four years based on continued service: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029. Each vested RSU converts into one share of common stock if Gandhi remains with the company through the applicable vesting date. The grant was approved by Phreesia’s Compensation Committee on October 1, 2025.