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.
Phreesia filings document the company’s operating results, material agreements, capital structure and governance as a public healthcare technology company. Recent Form 8-K disclosures include quarterly financial results, stakeholder letters and earnings-call materials, along with material definitive agreements connected to credit facilities, acquisition financing and receivables arrangements.
The filing record also documents the completed AccessOne acquisition, the use and refinancing of related debt, and subsidiary arrangements involving AccessOne Funding and AccessOne MedCard. Governance disclosures include board composition changes, director compensation matters and shareholder-voting subjects, while capital-structure disclosures cover secured revolving credit, bridge-loan obligations and receivables purchase agreements.
Phreesia insider plans modest stock sale under Rule 144. A person named Evan Roberts has filed to sell 1,810 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $29,646.90 and an approximate sale date of 01/15/2026. These shares were acquired on 01/14/2026 through the vesting of restricted stock granted as compensation.
The notice also lists prior sales of Phreesia common stock by the same seller over the past three months, including 1,888 shares sold on 10/17/2025 for gross proceeds of $42,217.95 and 6,317 shares sold on 01/08/2026 for gross proceeds of $107,433.85. By signing, the seller represents that they are not aware of material adverse, nonpublic information about Phreesia’s operations.
Phreesia insider Chaim Indig has filed a Form 144 indicating an intent to sell 3,038 shares of common stock through Fidelity Brokerage Services LLC on or about 01/15/2026, with an indicated aggregate market value of $49,760.92 on the NYSE. These shares were acquired on 01/14/2026 via restricted stock vesting from the issuer as compensation.
The notice also lists recent sales over the past three months for the same insider, including 3,163 common shares sold on 10/17/2025 for gross proceeds of $70,728.48 and 8,440 common shares sold on 01/08/2026 for gross proceeds of $143,539.92. By signing the form, the seller represents that he is not aware of any undisclosed material adverse information about Phreesia’s current or prospective operations.
Phreesia insider plans a modest share sale under Rule 144. A holder has filed to sell 379 shares of Phreesia common stock through Fidelity Brokerage Services LLC on or about 01/15/2026, with an aggregate market value of 6128.43. The shares relate to restricted stock that vested on 01/13/2026, when 379 shares were acquired from the issuer as compensation.
The filing notes that 60,287,003 common shares were outstanding and lists the New York Stock Exchange as the trading venue. It also discloses prior sales over the past three months by the same seller of 302, 426, 372 and 365 common shares, with stated gross proceeds for each transaction.
Form 144 shows that holder Yvonne Hui plans to sell 365 shares of common stock through Fidelity Brokerage Services LLC on or about 01/14/2026 on the NYSE. The notice lists an aggregate market value of 5,971.00 for this planned sale, based on current market pricing.
The 365 shares were acquired on 01/13/2026 via restricted stock vesting from the issuer as compensation, with payment also dated 01/13/2026. The filing also discloses prior sales by Hui over the past three months: 302 shares on 10/15/2025 for gross proceeds of 6,960.50, 426 shares on 12/17/2025 for 6,922.50, and 372 shares on 01/08/2026 for 6,498.84.
Phreesia, Inc. insider activity: Senior Vice President of Human Resources Amy Beth VanDuyn reported an automatic sale of company stock. On 01/08/2026, she disposed of 2,602 shares of Phreesia common stock in a non-discretionary transaction at a weighted average price of $17.0071 per share. The shares were sold 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, she beneficially owned 160,238 shares of Phreesia common stock directly.
Phreesia, Inc. executive Evan Roberts reported an automatic sale of common stock tied to tax withholding on equity compensation. On January 8, 2026, Roberts disposed of 6,317 shares of Phreesia common stock at a weighted average price of $17.0071 per share. The shares were sold in non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations from the settlement of restricted stock units.
After this sale, Roberts directly beneficially owned 834,632 shares of Phreesia common stock. The price reflects multiple trades within a range of $16.81 to $17.56 per share, with full trade details available upon request as noted in the filing.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported a sale of common stock. On January 8, 2026, he disposed of 6,106 shares of Phreesia common stock at a weighted average price of $17.0071 per share. According to the disclosure, these were non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations tied to the settlement of restricted stock units.
After this transaction, Linetsky beneficially owns 231,723 common shares directly and an additional 9,789 shares indirectly through his spouse.
Phreesia, Inc.'s Chief Executive Officer and director Chaim Indig reported an automatic sale of company stock. On 01/08/2026, 8,440 shares of Phreesia common stock were sold at a weighted average price of $17.0071 per share, in multiple trades between $16.81 and $17.56. The filing explains that these were non-discretionary transactions under the company’s mandatory sell-to-cover policy, used to satisfy tax withholding obligations tied to the settlement of restricted stock units, rather than an open-market decision to reduce ownership.
Following this activity, Indig directly holds 1,374,168 shares of Phreesia common stock. In addition, 255,000 shares are held indirectly through the Indig Dynasty Trust, a family trust for the benefit of members of his immediate family.
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.