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.
CAHILL EDWARD L reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Edward L. Cahill received a grant of 1,085 shares of Common Stock valued at $9.21 per share. This award reflects deferred stock units taken instead of an annual cash retainer under Phreesia’s Non-Employee Director Deferred Compensation Program.
Following this compensation grant, Cahill directly holds 65,613 shares of Phreesia common stock. The footnote explains that the underlying common stock will be delivered either after he leaves the board and has a qualifying separation from service, or five years after the grant date.
Goldstein Lainie reported acquisition or exercise transactions in this Form 4 filing.
Phreesia director Lainie Goldstein reported a routine equity award. Goldstein received 1,085 deferred stock units tied to Phreesia common stock at a reference price of $9.21 per share, in lieu of a quarterly cash retainer. After this grant, her directly held common stock position is reported at 51,195 shares.
Phreesia director Gillian Munson received an award of 1,085 deferred stock units valued at $9.21 per unit instead of an annual cash retainer. These units convert into common shares after she leaves the board or five years from grant, bringing her direct holdings to 46,814 shares.
Phreesia, Inc. amended its receivables financing facility for subsidiaries AccessOne Funding and AccessOne MedCard. The amendment increases the facility limit from $200,000,000 to $300,000,000 and extends the scheduled termination date from May 4, 2026 to April 30, 2029.
The changes also revise definitions, covenants, eligibility and concentration provisions, servicing fees and settlement mechanics. The concentration limit for Eligible Receivables tied to lower-rated or unrated Providers was raised from 5.00% to 15.00% of the aggregate Securitization Value, subject to administrative agent approval.
Phreesia, together with AccessOne Holdings, entered into an Amended and Restated Performance Guaranty, adding Phreesia as a joint and several co‑guarantor of AccessOne MedCard’s performance obligations under the receivables program. Other guaranty terms remain consistent with the original structure and do not guarantee collection of pool receivables.
Phreesia Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 3,484,358 shares of common stock, equal to 5.77% of the class as of 03/31/2026. Vanguard states sole dispositive power over these shares and sole voting power for 149,237 shares; the position represents holdings managed on behalf of funds and client accounts.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported an open-market sale of the company’s common stock. On April 17, 2026, she sold 1,327 shares at $9.28 per share. Following this transaction, she directly holds 24,664 shares of Phreesia common stock.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan that Ms. Hui adopted on January 15, 2026, indicating the trade was scheduled in advance rather than made on an ad hoc basis.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman reported an open-market sale of 6,176 shares of Common Stock at $9.06 per share on 2026-04-20. After this transaction, she directly owns 157,309 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 19, 2025.
Phreesia, Inc. executive David Linetsky reported routine equity compensation-related activity in company stock. The filing shows a tax-withholding disposition of 229 shares of common stock at $9.17 per share, withheld by the company to cover tax obligations on vested restricted stock units rather than sold in the market.
After these events, Linetsky holds 224,056 common shares directly and 12,134 common shares indirectly through his spouse, indicating that the filing primarily reflects ongoing compensation and tax management, not discretionary buying or selling.
PHR reported insider resale activity under Form 144. The filing lists resale notices for Common Stock showing 6,176 shares tied to a sale date of 03/23/2026 and 14,483 shares tied to a sale date of 04/10/2026. The record also lists prior restricted stock vesting entries of 201 shares on 06/30/2023 and 5,975 shares on 01/15/2025.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported multiple transactions in the company’s common stock. On April 15 and 16, 2026, a total of 1,310 shares were withheld at prices of $8.56 and $9.17 to cover tax obligations on restricted stock unit settlements; these do not represent sales by her.
On April 16, 2026, she executed an open-market sale of 10,063 shares at $9.08 per share pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026. Following these transactions, Hui directly holds 25,991 shares of Phreesia common stock.