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.
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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.
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 service� 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.
Phreesia director Michael Weintraub received 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Weintraub's holdings include:
- 158,229 shares held directly
- 30,795 shares held indirectly through Michael Weintraub 2023 Qualified Annuity Trust
- 6,703 shares held indirectly through Weintraub Family 2017 Irrevocable Trust
The newly granted RSUs will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. The RSUs were issued under Phreesia's 2019 Stock Option and Incentive Plan. For the trust holdings, Weintraub disclaims beneficial ownership except for his pecuniary interest. The filing was signed by Allison Hoffman via power of attorney on June 27, 2025.
Phreesia director Gillian Munson has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per unit. Following this transaction, Munson now beneficially owns 44,174 shares directly.
Key terms of the RSU grant:
- Vesting occurs at the earlier of June 25, 2026 or the next annual stockholders' meeting
- Director has elected to defer the grant under the Non-Employee Director Deferred Compensation Program
- Common stock will be received either 90 days after board service termination or 5 years from grant date
The RSUs were issued under the company's 2019 Stock Option and Incentive Plan, with each unit representing the right to receive one share of common stock. The filing was signed by Allison Hoffman as attorney-in-fact for Gillian Munson.
Director Ramin Sayar of Phreesia received a new equity grant of 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per share. Following this transaction, Sayar now beneficially owns 33,435 shares directly.
The RSUs were granted under Phreesia's 2019 Stock Option and Incentive Plan and will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. Each RSU represents the right to receive one share of common stock upon vesting.
This Form 4 filing, signed by Allison Hoffman via Power of Attorney on June 27, 2025, reflects standard director compensation practices through equity-based awards, aligning the director's interests with those of shareholders.
Form 4 filing reveals insider trading activity at Phreesia by Director Edward L. Cahill on June 25, 2025. The transaction details show:
- Acquisition of 6,700 Restricted Stock Units (RSUs) at $27.61 per unit
- Following the transaction, Cahill directly owns 62,973 shares of common stock
- The RSUs will fully vest on the earlier of June 25, 2026 or the next annual stockholder meeting
The RSUs were granted under Phreesia's 2019 Stock Option and Incentive Plan, representing the contingent right to receive an equivalent number of common shares upon vesting. The filing was executed by Allison Hoffman through Power of Attorney on June 27, 2025.
Form 144 Notice of Proposed Sale filed for Phreesia (NYSE: PHR) indicates an insider's intent to sell 2,802 shares of common stock with an aggregate market value of $77,531.34. The sale is planned for execution on June 26, 2025 through Fidelity Brokerage Services.
Key transaction details:
- Shares were acquired through restricted stock vesting on June 25, 2025
- Acquisition was compensation-based from the issuer
- Current total shares outstanding: 59,504,269
- No other securities were sold by the insider in the past 3 months
This Form 144 represents a relatively small transaction relative to the company's total outstanding shares (approximately 0.0047%). The filing indicates the insider has confirmed having no knowledge of undisclosed material adverse information regarding the company's operations.
Phreesia held its annual stockholder meeting on June 25, 2025, where three key proposals were voted on. The meeting results revealed significant shareholder participation and support for the company's initiatives.
Key voting outcomes:
- Director Elections: Gillian Munson received strong support with 47.3M votes (91.6% approval), while Mark Smith, M.D. secured 37.7M votes (73% approval) for Class III director positions with three-year terms expiring in 2028
- Auditor Appointment: Shareholders overwhelmingly approved KPMG LLP as the independent auditor for FY2026, with 99.9% voting in favor (53.6M votes)
- Executive Compensation: The say-on-pay proposal passed with 90.5% approval (46.7M votes in favor), demonstrating strong shareholder support for the company's executive compensation practices
The voting results indicate robust shareholder engagement, with relatively low abstention rates and clear majorities on all proposals, though notably lower support for Dr. Smith's director election compared to his fellow nominee.