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Phreesia SEC Filings

PHR NYSE

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.

Finding Phreesia’s patient-volume metrics or HIPAA compliance costs inside a 250-page filing can slow any analyst. Healthcare SaaS companies combine software revenue rules with healthcare regulations, making disclosures tough to parse. That’s why Stock Titan’s AI deciphers Phreesia SEC filings explained simply—turning dense accounting notes and regulatory risk sections into plain-language highlights.

Need to spot how subscription renewals trend across medical groups in the latest Phreesia quarterly earnings report 10-Q filing? Curious whether executives trimmed holdings before a product launch? Our platform links each disclosure to what matters for this business: 10-Ks outline retention rates and payment-processing margins, 8-K material events explained show new EHR partnerships, and every proxy statement executive compensation details incentive plans aligned with patient engagement growth. Meanwhile, real-time alerts surface Phreesia insider trading Form 4 transactions the moment they hit EDGAR, so you can monitor executive stock transactions Form 4 without refreshing the site.

Here’s how professionals use these insights: compare segment revenue across consecutive reports, track Form 4 insider transactions real-time to gauge leadership sentiment, and export AI summaries to brief stakeholders faster than manual review. Whether you’re understanding Phreesia SEC documents with AI for diligence, or need a Phreesia annual report 10-K simplified for board decks, Stock Titan keeps you current—complete coverage, automatic updates, and AI-driven earnings report filing analysis in one place.

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JPMorgan Chase Financial Company LLC is offering Buffer Autocallable GEARS (Growth Enhanced Asset Return Securities) linked to the Nikkei 225 Index. The unsecured notes combine an automatic call feature, geared upside participation and partial downside protection, but expose investors to significant market and credit risk.

Key commercial terms

  • Issue price: $10 per note (minimum $1,000).
  • Term: up to 3 years; automatically called if the Nikkei 225 closes â‰� 100 % of the Initial Value on the single Observation Date (23 Jul 2026).
  • Call payment: principal + 15 % Call Return (i.e. $11.50 per $10) on 27 Jul 2026; no further upside thereafter.
  • If not called and the index is positive at maturity (21 Jul 2028), payment = principal + (Index return × Upside Gearing 1.20â€�1.55).
  • If index return â‰� 0 % and final level â‰� 90 % of Initial Value, principal is repaid.
  • If final level < 90 %, repayment = principal + (Index return + 10 % Buffer); loss of 1 % principal for every 1 % decline beyond the buffer, up to a 90 % maximum loss.
  • Estimated value on pricing date: between $9.30â€�$9.605 per $10, below issue price due to fees and hedging costs.
  • Secondary market: unlisted; liquidity solely at JPMS’s discretion.

Risk highlights

  • Principal at risk: up to 90 % loss if Nikkei 225 falls > 10 % and no call occurs.
  • Credit exposure: payments depend on JPMorgan Financial and JPMorgan Chase & Co.; notes are unsecured & unsubordinated.
  • Limited upside: 15 % cap if called; geared participation applies only if held to maturity and not called.
  • No income: no coupons or dividends; investors forgo Nikkei dividends.
  • Liquidity & valuation: estimated value below issue price; secondary market prices likely lower and affected by internal funding rate.

The product may suit investors with a moderately bullish to neutral 1-year view on the Nikkei 225, tolerance for high downside risk, and willingness to hold an illiquid, credit-sensitive note for up to three years.

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Upstart Holdings, Inc. (UPST) has filed a Form 144 indicating a proposed insider sale under SEC Rule 144.

  • Securities to be sold: 10,957 common shares.
  • Estimated market value: US $834,683, based on the broker-quoted price at the time of filing.
  • Broker: Charles Schwab & Co., Inc., Westlake, TX.
  • Planned sale date: 08 July 2025 on the NASDAQ.
  • Securities outstanding: 95,144,858 shares; proposed sale represents roughly 0.012 % of total shares.

The shares were recently acquired on 08 July 2025 through a stock-option exercise executed via a cashless, broker-assisted transaction. The same filer sold 1,278 shares on 01 July 2025 for gross proceeds of US $85,639, signalling an ongoing liquidation of option-derived shares within the preceding three-month window.

While Form 144 filings are not binding commitments to sell, they disclose the intent and establish regulatory clearance for a potential transaction within the next 90 days. The modest size relative to Upstart’s float suggests limited direct dilution or price pressure, but investors often monitor continued insider selling for sentiment cues.

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SentinelOne, Inc. has filed a Form 144 indicating a planned sale of 2,427 Class A shares through broker Raymond James & Associates. The proposed transaction is valued at $43,686 based on the market price stated in the filing and represents approximately 0.0008 % of the company’s 318.3 million shares outstanding. The filer acquired the shares on 12 December 2020 via a “stock conversion before IPO.â€� The anticipated sale date is 07 July 2025 on the NYSE. No sales were reported in the prior three months and no material adverse information was indicated by the seller.

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On July 2, 2025, Phreesia, Inc. (PHR) director Mark Douglas Smith filed a Form 4 disclosing an option exercise and immediate share sale under a pre-arranged Rule 10b5-1 plan.

  • Option exercise (Code M): 7,000 shares converted at an exercise price of $4.71.
  • Open-market sale (Code S): the same 7,000 shares sold at $29.00 per share, generating roughly $203k gross proceeds.
  • After the transactions, Smith’s direct ownership declined from 44,353 to 37,353 common shares.
  • The underlying stock option was fully vested and would have expired on September 4, 2028; no derivative holdings remain related to this grant (51,193 total derivative securities now held).

The activity represents a 15.8 % reduction in Smith’s directly held shares. Because the sale was executed pursuant to a 10b5-1 plan adopted on January 10, 2025, market-timing concerns are mitigated, although investors may still view insider net selling as a modest negative signal.

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On 2 July 2025, Enstar Group Limited (symbol: ESGR) and its financing subsidiary filed Post-Effective Amendment No. 1 to six previously effective Form S-3 shelf registration statements. The amendment follows the completion of a series of mergers, effective the same day, in which Enstar became a wholly owned subsidiary of Elk Bidco Limited. Because public offerings under these shelves have been terminated, the registrants are deregistering all securities that remained unsold under the following registration numbers: 333-270204, 333-220889, 333-215144, 333-195562, 333-151461 and 333-143064. No new securities are being offered, and no financial results are provided. Signatures were executed by Audrey B. Taranto (General Counsel) for Enstar Group Limited and Jennifer Miu (Chief Financial Officer) for Enstar Finance LLC.

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Paymentus Holdings, Inc. (PAY) has filed a Form 4 disclosing that its Chairman, President & CEO, Dushyant Sharma, received 1,100,000 Class A RSUs on 07/02/2025 under the company’s 2021 Equity Incentive Plan. Each RSU converts into one share of Class A common stock as it vests. Vesting schedule: one-sixteenth of the award will vest on each quarterly vesting date beginning 15 Aug 2025 (Feb 15, May 15, Aug 15, Nov 15 thereafter), subject to continued service. Following the grant, the reporting person shows 1,100,000 shares owned directly and an additional 1 share held indirectly through Ashigrace LLC, where Sharma holds sole voting and dispositive power. No price was paid for the RSUs, indicating a standard equity-based compensation grant designed to align executive incentives with shareholder value over time.

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Matson, Inc. (MATX) â€� Insider Form 4 filing

Executive Vice President and President of Matson Logistics, Jerome James Holland, reported the acquisition of 538 shares of Matson common stock on 07/01/2025. The shares were issued as restricted stock units (RSUs) under the company’s 2025 Incentive Compensation Plan at $0.00 cost. The RSUs vest in three equal annual tranches beginning one year from the grant date and include dividend-equivalent rights. Following the grant, Holland’s direct beneficial ownership increases to 3,738 shares. No disposals, derivative transactions, or Rule 10b5-1 plan trades were disclosed.

The filing was submitted individually by the executive, indicating a routine equity incentive award intended to align management and shareholder interests. No other material changes were reported.

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McEwen Mining Inc. (MUX) â€� Form 4 insider filing reports transactions by Chief Operating Officer and Director William M. Shaver on 29 June 2025.

  • Common shares acquired: 13,905 shares at an indicated value of $7.53 per share, plus 2,948 shares received at no cost, and 11,740 shares issued upon the conversion of vested restricted stock units (RSUs).
  • Post-transaction ownership: 125,826 common shares held directly.
  • Derivative activity: 35,220 RSUs granted; 11,740 RSUs converted to stock, leaving 23,480 RSUs outstanding.
  • Source of shares: â€� 13,905 shares constitute stock paid in lieu of cash compensation for services rendered between 1 Apr 2023 and 31 Mar 2024.
    � RSUs vest in three equal instalments on 29 Jun 2025, 20 Dec 2025 and 29 Jun 2026.
  • No dispositions or sales were reported; all transactions increased Shaver’s equity exposure to MUX.

The filing reflects routine compensation-related equity grants and vesting rather than open-market purchases. Nevertheless, the absence of stock sales and the net addition of equity signal continued alignment of the COO’s incentives with shareholders.

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Phreesia Director Mark Douglas Smith has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Smith owns a total of 37,353 shares directly.

Key details of the RSU grant:

  • Vesting occurs at the earlier of June 25, 2026, or the next annual stockholders' meeting
  • Smith has elected to defer the grant under Phreesia's Non-Employee Director Deferred Compensation Program
  • Distribution of underlying common stock will occur either 90 days after board service termination and separation, or five years from grant date

The transaction was executed under Phreesia's 2019 Stock Option and Incentive Plan, with each RSU representing the right to receive one share of common stock. The filing was signed by Allison Hoffman via Power of Attorney on June 27, 2025.

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Form 4 overview: On 06/25/2025 Phreesia, Inc. (ticker: PHR) director Lainie Goldstein reported the acquisition of 6,700 Restricted Stock Units (RSUs) at an indicated grant price of $27.61 per underlying share. Following the award, Goldstein now beneficially owns 48,555 shares of Phreesia common stock in direct ownership form.

Key grant terms:

  • The RSUs were issued under the company’s 2019 Stock Option and Incentive Plan.
  • Vesting occurs in full upon the earlier of (i) 25 June 2026 or (ii) the next annual shareholder meeting.
  • The director elected to defer settlement under Phreesia’s Non-Employee Director Deferred Compensation Program; common stock will be delivered 90 days after she ceases board service and meets the Section 409A “separation from serviceâ€� definition.

Observations: � The filing reflects a routine, plan-based equity grant—no shares were sold. � Beneficial ownership increases, albeit modestly, suggesting alignment of director incentives with shareholders. � No derivative securities were reported in Table II. � No other transactions, liabilities, or amendments were disclosed.

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FAQ

What is the current stock price of Phreesia (PHR)?

The current stock price of Phreesia (PHR) is $28.67 as of July 10, 2025.

What is the market cap of Phreesia (PHR)?

The market cap of Phreesia (PHR) is approximately 1.7B.

What core services does Phreesia Inc provide?

Phreesia Inc offers a comprehensive SaaS-based platform that streamlines patient access, registration, appointment scheduling, payment processing, and clinical support, ensuring efficient healthcare operations.

How does Phreesia improve healthcare operations?

By integrating critical administrative and clinical processes into one platform, Phreesia reduces repetitive tasks and enhances patient engagement, allowing healthcare staff to focus more on patient care.

What is the primary business model of Phreesia Inc?

Phreesia operates on a subscription-based software model that provides continuous updates and support, ensuring that healthcare organizations receive a scalable, flexible solution tailored to their needs.

In what ways does Phreesia support financial operations in healthcare?

The platform streamlines payment processing and revenue cycle management, reducing administrative burdens and improving the financial performance of healthcare organizations.

How does Phreesia differentiate itself from competitors?

Phreesia distinguishes itself through its comprehensive integration of administrative and clinical functions, a highly adaptable platform, and a focused commitment to enhancing both operational efficiency and patient experience.

Who can benefit from using Phreesia's solutions?

Healthcare organizations of various sizes, including small medical groups and larger health systems, can benefit from Phreesia's flexible and scalable technology that improves patient access and overall operational performance.

What technology underpins Phreesia's platform?

The platform is built on advanced SaaS technology that incorporates digital data collection, automated appointment scheduling, secure payment processing, and tools for maintaining clinical quality through patient feedback.

How does Phreesia enhance patient engagement?

By seamlessly integrating patient registration, appointment scheduling, and feedback mechanisms, Phreesia improves the overall patient experience and ensures that patient engagement is sustained throughout the care cycle.
Phreesia

NYSE:PHR

PHR Rankings

PHR Stock Data

1.73B
56.68M
4.72%
99.77%
3.55%
Health Information Services
Services-business Services, Nec
United States
WILMINGTON