Basisstatistiken
| LEI | 5493000HHF8NU4QOCG53 |
| CIK | 1412408 |
SEC Filings
SEC Filings (Chronological Order)
| May 28, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 |
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| May 27, 2026 |
phr-ex992q1fy27stakehold Quarterly Stakeholder Letter FIRST QUARTER | FISCAL YEAR 2027 QUARTERLY STAKEHOLDER LETTER | FIRST QUARTER 2027 | 1 Dear Phreesia stakeholders, Phreesia had a solid first quarter to build on in fiscal 2027. |
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| May 27, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) May 27, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| May 27, 2026 |
Exhibit 99.1 Phreesia Announces First Quarter Fiscal 2027 Results ALL-REMOTE COMPANY/WILMINGTON, Del., May 27, 2026 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2026. “Phreesia had a solid first quarter to build on in fiscal 2027. We entered the new fiscal year with an experienced team, a strong financial |
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| May 14, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| May 14, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 14, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 11, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) May 7, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Num |
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| May 4, 2026 |
AMENDED AND RESTATED PERFORMANCE GUARANTY Exhibit 10.2 CERTAIN IDENTIFIED INFORMATION HAS BEEN EXCLUDED FROM THIS EXHIBIT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS A TYPE OF INFORMATION THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. [***] INDICATES THAT INFORMATION HAS BEEN REDACTED. AMENDED AND RESTATED PERFORMANCE GUARANTY This AMENDED AND RESTATED PERFORMANCE GUARANTY (as amended, restated, supplemented or otherwise modif |
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| May 4, 2026 |
AMENDMENT NO. 9 TO RECEIVABLES PURCHASE AND ADMINISTRATION AGREEMENT Exhibit 10.1 CERTAIN IDENTIFIED INFORMATION HAS BEEN EXCLUDED FROM THIS EXHIBIT BECAUSE IT IS BOTH (I) NOT MATERIAL AND (II) IS A TYPE OF INFORMATION THAT THE REGISTRANT TREATS AS PRIVATE OR CONFIDENTIAL. [***] INDICATES THAT INFORMATION HAS BEEN REDACTED. AMENDMENT NO. 9 TO RECEIVABLES PURCHASE AND ADMINISTRATION AGREEMENT This AMENDMENT NO. 9 TO RECEIVABLES PURCHASE AND ADMINISTRATION AGREEMENT |
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| May 4, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) April 30, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| April 3, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 30, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| April 3, 2026 |
Phreesia, Inc. Q4 Fiscal 2026 Earnings Call Transcript (March 30, 2026) Exhibit 99.1 Phreesia, Inc. Q4 Fiscal 2026 Earnings Call Transcript (March 30, 2026) Operator: Good evening, ladies and gentlemen, and welcome to the Phreesia Fourth Quarter Fiscal 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. We will provide instructions for the question-and-answer session to follow. First, I would like to introduce Balaji Gandhi, Phrees |
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| March 31, 2026 |
As filed with the Securities and Exchange Commission on March 31, 2026. As filed with the Securities and Exchange Commission on March 31, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| March 31, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 31, 2026 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2026, Phreesia, Inc. had four significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. Name of Entity Jurisdiction of Incorporation AccessOne Parent Holdings, Inc. Delaware AccessOne Holdings, Inc. Delaware AccessOne MedCard, Inc. North Carolina AccessOne Funding, LLC Delaware |
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| March 31, 2026 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) (2) Proposed Maximum Offering Price Per Unit (3) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity 2019 Stock Option and Inc |
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| March 30, 2026 |
phr-ex992q4fy26stakehold Quarterly Stakeholder Letter FOURTH QUARTER | FISCAL YEAR 2026 QUARTERLY STAKEHOLDER LETTER | FOURTH QUARTER 2026 | 1 Dear Phreesia stakeholders, As we reflect on our fiscal year 2026, we made many important decisions that we believe will set us up for success over the next several years. |
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| March 30, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 30, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| March 30, 2026 |
Exhibit 99.1 Phreesia Announces Fourth Quarter Fiscal 2026 Results ALL-REMOTE COMPANY/WILMINGTON, Del. – March 30, 2026 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2026. "We achieved several critical financial milestones ahead of our internal targets, including achieving positive GAAP n |
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| March 16, 2026 |
Exhibit 99.1 Phreesia Announces Refinancing of Bridge Loan with New $275 Million Revolving Credit Facility Company repaid $20 million of bridge loan during fiscal fourth quarter and fully refinanced remaining balance with new long-term credit facility ALL-REMOTE COMPANY/WILMINGTON, Del. — March 16, 2026 — Phreesia, Inc. (NYSE: PHR) ("Phreesia" or the "Company") today announced the refinancing of i |
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| March 16, 2026 |
Exhibit 10.1 $275,000,000 CREDIT FACILITY CREDIT AGREEMENT Dated as of March 13, 2026 by and among PHREESIA, INC., as the Borrower, THE OTHER PERSONS PARTY HERETO DESIGNATED FROM TIME TO TIME AS CREDIT PARTIES, CAPITAL ONE, NATIONAL ASSOCIATION for itself, as a Lender and Swing Lender and as Agent for all Lenders, THE OTHER FINANCIAL INSTITUTIONS PARTY HERETO, as Lenders, CAPITAL ONE, NATIONAL ASS |
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| March 16, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 13, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| February 23, 2026 |
Exhibit 99.1 Phreesia Appoints Jon Kessler to Board of Directors Industry Veteran Brings Track Record of Technology-Driven Growth and Value Creation Edward L. Cahill and Michael Weintraub to Retire at 2026 Annual Meeting of Stockholders ALL-REMOTE COMPANY/WILMINGTON, Del. - February 23, 2026 - Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the “Company”) today announced that it has appointed Jon Kessle |
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| February 23, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) February 23, 2026 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| January 28, 2026 |
Exhibit 99.2 ACCESSONE PARENT HOLDINGS, INC. AND SUBSIDIARIES CONDENSED CONSOLIDATED FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2025 AND DECEMBER 31, 2024 AND FOR THE NINE MONTHS ENDED SEPTEMBER 30, 2025 AND 2024 ACCESSONE PARENT HOLDINGS, INC. AND SUBSIDIARIES TABLE OF CONTENTS AS OF SEPTEMBER 30, 2025 AND DECEMBER 31, 2024 AND FOR THE NINE MONTHS ENDED SEPTEMBER 30, 2025 AND 2024 CONDENSED CONSOLI |
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| January 28, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) November 12, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001- |
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| January 28, 2026 |
UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Exhibit 99.3 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION On November 12, 2025, Phreesia, Inc. (“Phreesia” or the “Company”) completed its acquisition (the “Acquisition”) of AccessOne Parent Holdings, Inc. and its subsidiaries (“AccessOne”). In connection with the Acquisition, the Company entered into a new secured term loan (the “Bridge Loan”), the net proceeds of which were used |
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| January 28, 2026 |
Exhibit 99.1 ACCESSONE PARENT HOLDINGS, INC. AND SUBSIDIARIES CONSOLIDATED FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023 ACCESSONE PARENT HOLDINGS, INC. AND SUBSIDIARIES TABLE OF CONTENTS YEARS ENDED DECEMBER 31, 2024 AND 2023 CONSOLIDATED FINANCIAL STATEMENTS CONSOLIDATED BALANCE SHEETS 3 CONSOLIDATED STATEMENTS OF OPERATIONS 4 CONSOLIDATED STATEMENTS OF STOCKHOLDE |
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| December 9, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: |
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| December 8, 2025 |
phr-ex992q3fy26stakehold Quarterly Stakeholder Letter THIRD QUARTER | FISCAL YEAR 2026 QUARTERLY STAKEHOLDER LETTER | THIRD QUARTER 2026 | 1 Dear Phreesia stakeholders, I am very proud of our team’s strong execution in the fiscal third quarter, which is reflected throughout this letter—from our revenue and profit results to product updates and client stories. |
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| December 8, 2025 |
Exhibit 99.1 Phreesia Announces Third Quarter Fiscal 2026 Results and Introduces Fiscal 2027 Outlook ALL-REMOTE COMPANY/WILMINGTON, Del., December 8, 2025 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal third quarter ended October 31, 2025. “I am very proud of our team’s strong execution in the fiscal third quarter, which is reflected thr |
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| December 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 8, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fil |
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| November 12, 2025 |
Exhibit 10.1 $110,000,000 CREDIT FACILITY BRIDGE CREDIT AGREEMENT Dated as of November 12, 2025 by and among PHREESIA, INC., as the Borrower, THE PERSONS THAT ARE NOW OR FROM TIME TO TIME BECOME GUARANTORS HEREUNDER, as Guarantors GOLDMAN SACHS BANK USA, for itself, as a Lender and as Agent for all Lenders, THE OTHER FINANCIAL INSTITUTIONS PARTY HERETO as Lenders, and GOLDMAN SACHS BANK USA, as So |
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| November 12, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) November 12, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| November 12, 2025 |
FIRST AMENDMENT TO CREDIT AGREEMENT AND FIRST AMENDMENT TO GUARANTY AND SECURITY AGREEMENT Exhibit 10.2 FIRST AMENDMENT TO CREDIT AGREEMENT AND FIRST AMENDMENT TO GUARANTY AND SECURITY AGREEMENT THIS FIRST AMENDMENT TO CREDIT AGREEMENT AND FIRST AMENDMENT TO GUARANTY AND SECURITY AGREEMENT (this “Amendment”) is made and entered into as of November 12, 2025, by and among PHREESIA, INC., a Delaware corporation (“Phreesia”), ACCESS EFORMS, LLC, a Texas limited liability company (“Access”), |
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| September 18, 2025 |
144 0001776729 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Linetsky David Member of immediate family of any of the foregoing Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 93 2226.29 59914473 09/18/2025 NYSE Common 09/15/2025 Restricted Stock Vesting Issuer N 35 09/15/2025 Compensation Common 09 |
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| September 17, 2025 |
144 0001564521 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Hoffman Allison C Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 2059 48386.50 59914473 09/17/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 2059 09/11/2025 Compensation N Alison C. Hoffman 1521 Concord Pike Suite |
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| September 17, 2025 |
144 0001776729 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Linetsky David Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 1064 25004.00 59914473 09/17/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 1064 09/11/2025 Compensation N Jessica Weiss 1521 Concord Pike Suite 301 PMB |
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| September 16, 2025 |
144 0001776863 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 VanDuyn Amy Beth Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 1762 41027.11 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 1762 09/11/2025 Compensation N Amy Vanduyn 1521 Concord Pike Suite 301 PMB |
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| September 16, 2025 |
144 0001776729 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Linetsky David Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 2051 47756.30 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 2051 09/11/2025 Compensation N Jessica Weiss 1521 Concord Pike Suite 301 PMB |
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| September 16, 2025 |
144 0001776732 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Indig Chaim Officer Director Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 6328 147343.68 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 6328 09/11/2025 Compensation N Chaim Indig 1521 Concord Pike Suite 30 |
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| September 16, 2025 |
144 0001564521 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Hoffman Allison C Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 3133 72950.03 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 3133 09/11/2025 Compensation N Alison C. Hoffman 1521 Concord Pike Suite |
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| September 16, 2025 |
144 0001970527 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Gandhi Balaji Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 4183 97398.65 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 4183 09/11/2025 Compensation N Balaji Gandhi 1521 Concord Pike Suite 301 PMB |
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| September 16, 2025 |
144 0001776704 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Roberts Evan Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 3761 87572.63 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 3761 09/11/2025 Compensation N Evan Roberts 1521 Concord Pike Suite 301 PMB 22 |
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| September 16, 2025 |
144 0002027089 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Hui Yvonne Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 940 21887.34 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 940 09/11/2025 Compensation N Yvonne Hui 1521 Concord Pike Suite 301 PMB 221 Wilm |
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| September 16, 2025 |
144 0001776729 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Linetsky David Member of immediate family of any of the foregoing Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 114 2654.42 59914473 09/16/2025 NYSE Common 09/11/2025 Restricted Stock Vesting Issuer N 114 09/11/2025 Compensation N Jessi |
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| September 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 |
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| September 4, 2025 |
Exhibit 2.1 Execution Version AGREEMENT AND PLAN OF MERGER by and among PHREESIA, INC., ACE MERGER SUB, INC., ACCESSONE PARENT HOLDINGS, INC., and FRONTIER FUND IV, L.P., as Representative of the Equityholders August 29, 2025 Certain identified information has been excluded from the exhibit because it is both (i) not material and (ii) is the type that the company treats as private or confidential. |
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| September 4, 2025 |
Phreesia to Acquire AccessOne, Expanding Its Suite of Payment Solutions Exhibit 99.3 Phreesia to Acquire AccessOne, Expanding Its Suite of Payment Solutions ALL-REMOTE COMPANY/WILMINGTON, Del. — Sept. 4, 2025 — Phreesia, Inc. (NYSE: PHR) (“Phreesia”), a trusted leader in patient activation, today announced it has entered into a definitive agreement to acquire AccessOne Parent Holdings, Inc. (together with its subsidiaries, “AccessOne”), a portfolio company of Frontier |
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| September 4, 2025 |
phr-ex992q2fy26stakehold Quarterly Stakeholder Letter SECOND QUARTER | FISCAL YEAR 2026 QUARTERLY STAKEHOLDER LETTER | SECOND QUARTER 2026 | 1 Dear Phreesia stakeholders, I am proud to share that Phreesia has had many noteworthy developments over the past quarter. |
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| September 4, 2025 |
Exhibit 99.1 Phreesia Announces Second Quarter Fiscal 2026 Results ALL-REMOTE COMPANY/WILMINGTON, Del., September 4, 2025 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal second quarter ended July 31, 2025. “I am proud to share that Phreesia has had many noteworthy developments over the past quarter. In addition to delivering another solid |
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| September 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) August 29, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| September 4, 2025 |
Exhibit 10.1 Exhibit A SUPPORT AND JOINDER AGREEMENT This SUPPORT AND JOINDER AGREEMENT (this “Agreement”), dated as of August 29, 2025, is made and entered into by and among Phreesia, Inc., a Delaware corporation (“Acquiror”), AccessOne Parent Holdings, Inc., a Delaware corporation (the “Company”), and the undersigned, as a holder of Existing Securities (as defined below) of the Company (together |
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| August 28, 2025 |
144 0001776732 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Indig Chaim Officer Director Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 7746 251476.45 59504269 08/28/2025 NYSE Common 08/28/2025 Options Granted - 01/31/2018 Issuer N 1833 08/28/2025 Cash Common 08/28/2025 Options Granted - 03/27/20 |
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| August 28, 2025 |
144 0001776704 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Roberts Evan Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 3400 110369.37 59504269 08/28/2025 NYSE Common 01/15/2024 Restricted Stock Vesting Issuer N 2306 01/15/2024 Compensation Common 01/14/2024 Restricted Stock Vesting Issue |
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| August 27, 2025 |
144 0001776732 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Indig Chaim Officer Director Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 92247 2953432.60 59504269 08/27/2025 NYSE Common 08/27/2025 Options Granted - 01/31/2018 Issuer N 21870 08/27/2025 Cash Common 08/27/2025 Options Granted - 03/27 |
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| August 27, 2025 |
144 0001776704 XXXXXXXX LIVE 0001412408 Phreesia, Inc. 001-38977 1521 CONCORD PIKE SUITE 301 PMB 221 WILMINGTON DE 19803 888-654-7473 Roberts Evan Officer Common Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917 45147 1445601.82 59504269 08/27/2025 NYSE Common 01/11/2022 Stock Option Exercise Issuer N 463 01/11/2022 Cash Common 01/14/2023 Restricted Stock Vesting Issuer N 1524 0 |
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| June 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 25, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| May 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 |
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| May 28, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) May 28, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| May 28, 2025 |
Quarterly Stakeholder Letter FIRST QUARTER | FISCAL YEAR 2026 QUARTERLY STAKEHOLDER LETTER | FIRST QUARTER 2026 | 1 Dear Phreesia stakeholders, Our fiscal year 2026 is off to a strong start. |
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| May 28, 2025 |
Exhibit 99.1 Phreesia Announces First Quarter Fiscal 2026 Results ALL-REMOTE COMPANY/WILMINGTON, Del., May 28, 2025 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2025. "Our fiscal year 2026 is off to a strong start. I am grateful to our team for their continued commitment to our mission, vision and values. |
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| May 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 13, 2025 |
As filed with the Securities and Exchange Commission on March 13, 2025. As filed with the Securities and Exchange Commission on March 13, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| March 13, 2025 |
Subsidiaries of the Registrant. Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2025 Phreesia, Inc. had no significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. |
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| March 13, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 13, 2025 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) (2) Proposed Maximum Offering Price Per Unit (3) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity 2019 Stock Option and Inc |
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| March 13, 2025 |
Exhibit 10.3 PHREESIA, INC. 2019 STOCK OPTION AND INCENTIVE PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Phreesia, Inc. 2019 Stock Option and Incentive Plan (the “Plan”). The purpose of the Plan is to encourage and enable the officers, employees, Non-Employee Directors and Consultants of Phreesia, Inc. (the “Company”) and its Affiliates upon whose judgment, |
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| March 13, 2025 |
PHREESIA, INC. INSIDER TRADING POLICY Phreesia, Inc. and its subsidiaries (collectively, the “Company”) has adopted the following policy and procedures regarding trading in the Company’s securities and the disclosure of information concerning the Company. This Insider Trading Policy (the “Insider Trading Policy”) is designed to prevent insider trading or the appearance of impropriety, to prevent t |
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| March 12, 2025 |
Exhibit 99.1 Phreesia Announces Fourth Quarter Fiscal 2025 Results ALL-REMOTE COMPANY/WILMINGTON, Del. – March 12, 2025 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2025. "We are pleased with our solid finish to fiscal 2025 and I am excited about the new products we have introduced over |
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| March 12, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 12, 2025 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| March 12, 2025 |
Quarterly Stakeholder Letter FOURTH QUARTER | FISCAL YEAR 2025 QUARTERLY STAKEHOLDER LETTER | FOURTH QUARTER 2025 | 1 MARCH 12, 2025 Dear Phreesia stakeholders, This calendar year marks Phreesia’s 20th anniversary. |
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| December 9, 2024 |
Exhibit 99.1 Phreesia Announces Third Quarter Fiscal 2025 Results ALL-REMOTE COMPANY/WILMINGTON, DE, December 9, 2024 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal third quarter ended October 31, 2024. "We are excited about the future here at Phreesia” said CEO and Co-Founder Chaim Indig. “Our network continues to grow, adoption of our |
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| December 9, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 9, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fil |
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| December 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: |
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| December 9, 2024 |
Quarterly Stakeholder Letter THIRD QUARTER | FISCAL YEAR 2025 QUARTERLY STAKEHOLDER LETTER | THIRD QUARTER 2025 | 1 DECEMBER 9, 2024 Dear Phreesia stakeholders, The Phreesia team had a successful fiscal third quarter across numerous fronts, which we have highlighted throughout this letter. |
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| November 12, 2024 |
PHR / Phreesia, Inc. / FMR LLC Passive Investment SCHEDULE 13G Amendment No.6 PHREESIA INC COMMON STOCK Cusip #71944F106 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #71944F106 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 6,595,706 Item 6: 0 Item 7: 6,597,395 Item 8: 0 Item 9: 6,597,395 Item 11: 11.419% I |
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| November 8, 2024 |
PHR / Phreesia, Inc. / BlackRock, Inc. Passive Investment SC 13G/A 1 us71944f1066110824.txt us71944f1066110824.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 5) Phreesia, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) September 30, 2024 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| October 21, 2024 |
PHR / Phreesia, Inc. / BlackRock, Inc. Passive Investment SC 13G/A 1 us71944f1066102124.txt us71944f1066102124.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 5) Phreesia, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) September 30, 2024 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| September 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 |
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| September 4, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) September 4, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| September 4, 2024 |
Quarterly Stakeholder Letter SECOND QUARTER | FISCAL YEAR 2025 QUARTERLY STAKEHOLDER LETTER | SECOND QUARTER 2025 | 1 1 During the second quarter of fiscal 2025, our cash provided by operating activities was $11. |
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| September 4, 2024 |
Exhibit 99.1 Phreesia Announces Second Quarter Fiscal 2025 Results ALL-REMOTE COMPANY/WILMINGTON, DE, September 4, 2024 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal second quarter ended July 31, 2024. "We reached another very important milestone in Phreesia’s evolution by crossing over to positive Free cash flow1 in the fiscal second q |
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| July 8, 2024 |
PHR / Phreesia, Inc. / BROWN ADVISORY INC - BROWN ADVISORY INC Passive Investment SC 13G/A 1 phra270824.htm BROWN ADVISORY INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* Phreesia, Inc. (Name of Issuer) (Title of Class of Securities) 71944F106 (CUSIP Number) June 30, 2024 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pur |
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| June 27, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 26, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| June 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 17, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| May 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 |
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| May 30, 2024 |
Quarterly Stakeholder Letter FIRST QUARTER | FISCAL YEAR 2025 QUARTERLY STAKEHOLDER LETTER | FIRST QUARTER 2025 | 2 1 During the first quarter of fiscal 2025, our net loss was $19. |
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| May 30, 2024 |
Exhibit 99.1 Phreesia Announces First Quarter Fiscal 2025 Results ALL-REMOTE COMPANY/WILMINGTON, D.E., May 30, 2024 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2024. "I am tremendously proud of our team’s commitment to our growth and profitability1 objectives." said CEO and Co-Founder Chaim Indig. Please |
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| May 30, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) May 30, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| May 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 15, 2024 |
Exhibit 3.3 FOURTH AMENDED AND RESTATED BY-LAWS OF PHREESIA, INC. (the “Corporation”) ARTICLE 1 Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders (any such meeting being referred to in these By-laws as an “Annual Meeting”) shall be held at the hour, date and place within or without the United States which is fixed by the Board of Directors, which time, date and place may s |
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| March 15, 2024 |
Exhibit 10.16 CONFIDENTIAL TRANSITION AND SEPARATION AGREEMENT AND GENERAL RELEASE This Transition and Separation Agreement and General Release (hereafter, the “TSA” or “Transition and Separation Agreement”) is entered into by and between Phreesia, Inc. and its affiliates, subsidiaries, shareholders, predecessors, successors, directors, and officers (collectively “Phreesia” or the “Company”) and M |
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| March 15, 2024 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity 2019 Stock Option and Incentive P |
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| March 15, 2024 |
As filed with the Securities and Exchange Commission on March 15, 2024. As filed with the Securities and Exchange Commission on March 15, 2024. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| March 15, 2024 |
Subsidiaries of the Registrant. Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2024 Phreesia, Inc. had no significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. |
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| March 15, 2024 |
Phreesia, Inc. Compensation Recovery Policy. Exhibit 97.1 PHREESIA, INC. COMPENSATION RECOVERY POLICY Phreesia, Inc., a Delaware corporation (the “Company”), has adopted a Compensation Recovery Policy (this “Policy”) as described below. 1. Overview The Policy sets forth the circumstances and procedures under which the Company shall recover Erroneously Awarded Compensation from current and former Executive Officers of the Company in accordanc |
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| March 15, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 14, 2024 |
Exhibit 99.1 Phreesia Announces Fourth Quarter Fiscal 2024 Results WILMINGTON, Delaware, March 14, 2024 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2024. "Phreesia ended fiscal year 2024 with strong momentum going into fiscal 2025. We facilitated more than 150 million patient visits in |
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| March 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 14, 2024 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| March 14, 2024 |
phr-ex992q4fy24 Quarterly Stakeholder Letter FOURTH QUARTER | FISCAL YEAR 2024 QUARTERLY STAKEHOLDER LETTER | FOURTH QUARTER 2024 | 2 1 We define "profitability" and “profitable,” discussed herein, in terms of Adjusted EBITDA. |
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| February 16, 2024 |
PHR / Phreesia, Inc. / T. Rowe Price Investment Management, Inc. Passive Investment SC 13G/A 1 phr13gadec23.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) PHREESIA INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2023 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to |
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| February 14, 2024 |
PHR / Phreesia, Inc. / T. Rowe Price Investment Management, Inc. Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) PHREESIA INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2023 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed |
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| February 13, 2024 |
PHR / Phreesia, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01699-phreesiainc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Phreesia Inc Title of Class of Securities: Common Stock CUSIP Number: 71944F106 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule |
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| February 9, 2024 |
PHR / Phreesia, Inc. / BROWN ADVISORY INC - BROWN ADVISORY INC Passive Investment SC 13G/A 1 phra120924.htm BROWN ADVISORY INC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Phreesia, Inc. (Name of Issuer) (Title of Class of Securities) 71944F106 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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| February 9, 2024 |
PHR / Phreesia, Inc. / FMR LLC Passive Investment SC 13G/A 1 filing.txt SCHEDULE 13G Amendment No.5 PHREESIA INC COMMON STOCK Cusip #71944F106 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #71944F106 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 7,690,862 Item 6: 0 Item 7: 7,692,009 Item 8: 0 Item 9: 7,692, |
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| January 26, 2024 |
PHR / Phreesia, Inc. / BlackRock Inc. Passive Investment SC 13G/A 1 us71944f1066012624.txt us71944f1066012624.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 4) Phreesia, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) December 31, 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| December 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: |
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| December 5, 2023 |
Quarterly Stakeholder Letter THIRD QUARTER | FISCAL YEAR 2024 QUARTERLY STAKEHOLDER LETTER | THIRD QUARTER 2024 | 2 1 We define “profits”, “profitably” and “profitability”, discussed within, in terms of Adjusted EBITDA. |
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| December 5, 2023 |
Exhibit 10.1 $50,000,000 CREDIT FACILITY CREDIT AGREEMENT Dated as of December 4, 2023 by and among PHREESIA, INC., ACCESS EFORMS, LLC, MEDIFIND, INC., INSIGNIA HEALTH, LLC, CONNECTONCALL.COM, LLC and PHREESIA INTERNATIONAL, LLC, TOGETHER WITH THE OTHER PERSONS THAT ARE NOW OR FROM TIME TO TIME BECOME BORROWERS HEREUNDER, as Borrowers, THE OTHER PERSONS PARTY HERETO DESIGNATED FROM TIME TO TIME AS |
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| December 5, 2023 |
Exhibit 99.1 Phreesia Announces Third Quarter Fiscal 2024 Results WILMINGTON, Delaware, December 5, 2023 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal third quarter ended October 31, 2023. "I am proud of our work during the third quarter to further our mission of helping patients take a more active role in their care." said CEO and Co-F |
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| December 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 1, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fil |
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| September 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 |
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| September 7, 2023 |
Exhibit 107 Calculation of Filing Fee Tables FORM S-3 ASR (Form Type) Phreesia, Inc. |
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| September 7, 2023 |
Form of Indenture for Senior Debt Securities and the Related Form of Senior Debt Security Exhibit 4.6 PHREESIA, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [●], 202[●] Senior Debt Securities 1 TABLE OF CONTENTS1 ARTICLE 1 DEFINITIONS Section 1.01 Definitions of Terms ARTICLE 2 ISSUE, DESCRIPTION, TERMS, EXECUTION, REGISTRATION AND EXCHANGE OF SECURITIES Section 2.01 Designation and Terms of Securities Section 2.02 Form of Securities and Trustee’s Certificate Section 2.03 |
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| September 7, 2023 |
Exhibit 4.7 PHREESIA, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [●], 202[●] Subordinated Debt Securities TABLE OF CONTENTS1 ARTICLE 1 DEFINITIONS Section 1.01 Definitions of Terms ARTICLE 2 ISSUE, DESCRIPTION, TERMS, EXECUTION, REGISTRATION AND EXCHANGE OF SECURITIES Section 2.01 Designation and Terms of Securities Section 2.02 Form of Securities and Trustee’s Certificate Section 2 |
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| September 7, 2023 |
As filed with the Securities and Exchange Commission on September 7, 2023 As filed with the Securities and Exchange Commission on September 7, 2023 Registration No. |
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| September 7, 2023 |
CERTIFICATE OF AMENDMENT TO THE SEVENTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF PHREESIA, INC. |
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| September 6, 2023 |
Exhibit 99.1 Phreesia Announces Second Quarter Fiscal 2024 Results WILMINGTON, Delaware, September 6, 2023 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal second quarter ended July 31, 2023. "I am incredibly pleased and proud of our team’s accomplishments in the second quarter of fiscal year 2024. We continued to deliver excellent value f |
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| September 6, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) September 6, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| September 6, 2023 |
Quarterly Stakeholder Letter SECOND QUARTER | FISCAL YEAR 2024 QUARTERLY STAKEHOLDER LETTER | SECOND QUARTER 2024 | 2 Dear Phreesia stakeholders, I am incredibly pleased with our team’s accomplishments in the second quarter of fiscal year 2024. |
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| August 14, 2023 |
Exhibit 107 Calculation of Filing Fee Tables 424(b)(5) (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee Equity Common Stock, par value |
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| August 14, 2023 |
Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 11, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| August 14, 2023 |
1,096,436 Shares Common Stock Phreesia, Inc. shar Filed Pursuant to Rule 424(b)(5) Registration No. 333-249541 Prospectus Supplement (To prospectus dated October 19, 2020) 1,096,436 Shares Common Stock Phreesia, Inc. This prospectus supplement relates to the resale by the selling stockholders listed in the section of this prospectus supplement entitled “Selling Stockholders” of 1,096,436 shares (the “Resale Shares”) of our common stock, par |
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| July 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) July 13, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| July 13, 2023 |
Phreesia, Inc. 2023 Inducement Award Plan. Exhibit 10.1 PHREESIA, INC. 2023 INDUCEMENT AWARD PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Phreesia, Inc. 2023 Inducement Award Plan (the “Plan”). The purpose of the Plan is to attract personnel for positions with Phreesia, Inc. (the “Company”) and its Subsidiaries through grants of Awards under the Plan which induce them to join the Company or its Subsi |
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| July 13, 2023 |
Form of Stock Option Grant Agreement under the Phreesia, Inc. 2023 Inducement Award Plan. Exhibit 10.3 NON-QUALIFIED STOCK OPTION AGREEMENT UNDER THE PHREESIA, INC. 2023 INDUCEMENT AWARD PLAN Name of Optionee: No. of Option Shares: [FMV on Grant Date] Grant Date: Expiration Date: Pursuant to the Phreesia, Inc. 2023 Inducement Award Plan (the “Plan”), Phreesia, Inc. (the “Company”) hereby grants to the Optionee named above an option (the “Stock Option”) to purchase on or prior to the Ex |
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| July 13, 2023 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock, $0.01 par value per |
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| July 13, 2023 |
Form of RSU Award Agreement under the Phreesia, Inc. 2023 Inducement Award Plan. Exhibit 10.2 RESTRICTED STOCK UNIT AWARD AGREEMENT UNDER THE PHREESIA, INC. 2023 INDUCEMENT AWARD PLAN Name of Grantee: No. of Restricted Stock Units: Grant Date: Pursuant to the Phreesia, Inc. 2023 Inducement Award Plan (the “Plan”), Phreesia, Inc. (the “Company”) hereby grants an award of the number of Restricted Stock Units listed above (an “Award”) to the Grantee named above as a material indu |
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| July 13, 2023 |
As filed with the Securities and Exchange Commission on July 13, 2023. As filed with the Securities and Exchange Commission on July 13, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| July 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 3, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| July 3, 2023 |
150,786 Shares Common Stock Phreesia, Inc. Filed Pursuant to Rule 424(b)(5) Registration No. 333-249541 Prospectus Supplement (To prospectus dated October 19, 2020) 150,786 Shares Common Stock Phreesia, Inc. This prospectus supplement relates to the resale by the selling stockholders listed in the section of this prospectus supplement entitled “Selling Stockholders” of 150,786 shares (the “Resale Shares”) of our common stock, par value $0. |
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| July 3, 2023 |
Exhibit 107 Calculation of Filing Fee Tables 424(b)(5) (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee Equity Common Stock, par value |
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| June 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 28, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| June 1, 2023 |
phr-secondamendedandrest 1 SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (“Agreement”) is made between Phreesia, Inc. |
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| June 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 |
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| May 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 21, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-389 |
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| May 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) May 31, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| May 31, 2023 |
Exhibit 99.1 Phreesia Announces First Quarter Fiscal 2024 Results WILMINGTON, Delaware, May 31, 2023 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2023. "Our team got off to a solid start in fiscal 2024. Across the organization, we made meaningful progress toward achieving our goals of continued growth and |
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| May 31, 2023 |
phr-ex992q1fy24 Quarterly Stakeholder Letter FIRST QUARTER | FISCAL YEAR 2024 QUARTERLY STAKEHOLDER LETTER | FIRST QUARTER 2024 | 2 Dear Phreesia stakeholders, I am pleased to share that our team got off to a solid start in fiscal 2024. |
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| May 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 17, 2023 |
GF76EF3F7E E75GDF7E367J5:3975AEEA INUVTa%65(-,1 8AD )( NXAR$ 3G3D7BADFBGDEG3FFAE75FA)AD)-Q$A8F:7E75GDF7E7J5:39735FA8)1, 8aURSVPNYfRNRQRQNbNf)%( AD FD3EFAD7BADFBGDEG3FFAE75FA)AD)-Q$A8F:7E75GDF7E7J5:39735FA8)1, 8aURaNVaVRVQSZMaM 5ZZVV8VYRbZOR2 (()01 B:D77E3%5' 7eNPaNZRSDRTVaNaNERPVSVRQVa5UNaR$ 6RYNdNR(-,1 EaNaRAaURbVQVPaVSPNaV ATNVgNaV$ DE7ZYfRQRaVSVPNaV'$ )-)5PQBVXR %EbVaR()B4) IVYZVTa %67 ) )10( 3QQRSBVPVNY7eRPbaVcRASSVPR$ LV5QR$ 000$. |
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| May 17, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| May 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☒ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| March 23, 2023 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2023 Phreesia, Inc. had no significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. |
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| March 23, 2023 |
As filed with the Securities and Exchange Commission on March 23, 2023. As filed with the Securities and Exchange Commission on March 23, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| March 23, 2023 |
Exhibit 3.2 THIRD AMENDED AND RESTATED BY-LAWS OF PHREESIA, INC. (the “Corporation”) ARTICLE 1 Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders (any such meeting being referred to in these By-laws as an “Annual Meeting”) shall be held at the hour, date and place within or without the United States which is fixed by the Board of Directors, which time, date and place may su |
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| March 23, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 23, 2023 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity 2019 Stock Option and Incentive P |
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| March 22, 2023 |
phr-ex101secondamendedan SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (“Agreement”) is made between Phreesia, Inc. |
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| March 22, 2023 |
Phreesia Announces Chief Financial Officer Transition Exhibit 99.1 Phreesia Announces Chief Financial Officer Transition WILMINGTON, Del., March 22, 2023 - Phreesia, Inc. (NYSE: PHR), a leader in patient intake, outreach and activation, today announced the appointment of Balaji Gandhi as Phreesia’s Chief Financial Officer. Gandhi will succeed Randy Rasmussen, effective March 24, 2023. Rasmussen will serve as a Strategic Advisor to the Company for a p |
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| March 22, 2023 |
EX-99.2 3 phr-ex992q4fy23.htm EX-99.2 Quarterly Stakeholder Letter FOURTH QUARTER | FISCAL YEAR 2023 QUARTERLY STAKEHOLDER LETTER | FOURTH QUARTER 2023 | 2 Dear Phreesia stakeholders, Phreesia achieved many accomplishments and milestones during our 18th year and fourth as a public company. We experienced challenges, opportunities and successes, and we greatly appreciate the hard work of our team m |
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| March 22, 2023 |
Exhibit 99.1 Phreesia Announces Fourth Quarter Fiscal 2023 Results WILMINGTON, Delaware, March 22, 2023 – Phreesia, Inc. (NYSE: PHR) (“Phreesia” or the "Company") announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2023. "There were many accomplishments and milestones achieved during Phreesia’s 18th year and fourth as a public company. We experienced c |
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| March 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 22, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| March 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 21, 2023 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| February 14, 2023 |
PHR / Phreesia Inc / T. Rowe Price Investment Management, Inc. Passive Investment SC 13G 1 phr13gdec22.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) PHREESIA INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to whi |
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| February 14, 2023 |
PHR / Phreesia Inc / PRICE T ROWE ASSOCIATES INC /MD/ Passive Investment SC 13G/A 1 phr13gadec22.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) PHREESIA INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to |
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| February 9, 2023 |
PHR / Phreesia Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Phreesia Inc. Title of Class of Securities: Common Stock CUSIP Number: 71944F106 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule |
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| February 9, 2023 |
PHR / Phreesia Inc / FMR LLC Passive Investment SC 13G/A 1 filing.txt SCHEDULE 13G Amendment No.4 PHREESIA INC COMMON STOCK Cusip #71944F106 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #71944F106 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 7,892,178 Item 6: 0 Item 7: 7,892,828 Item 8: 0 Item 9: 7,892, |
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| February 9, 2023 |
PHR / Phreesia Inc / BROWN ADVISORY INC - BROWN ADVISORY INCORPORATED Passive Investment SC 13G 1 phr20923.htm BROWN ADVISORY INCORPORATED UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Phreesia, Inc. (Name of Issuer) (Title of Class of Securities) 71944F106 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w |
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| January 25, 2023 |
PHR / Phreesia Inc / BlackRock Inc. Passive Investment us71944f1066012523.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 3) Phreesia, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) December 31, 2022 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi |
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| December 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: |
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| December 8, 2022 |
Exhibit 99.1 Phreesia Announces Third Quarter Fiscal 2023 Results WILMINGTON, Delaware, December 8, 2022 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia? or the "Company") announced financial results today for the third quarter ended October 31, 2022. "Over the third quarter of fiscal year 2023, we at Phreesia remained focused helping our clients manage a challenging labor environment by implementing our |
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| December 8, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 8, 2022 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fil |
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| December 8, 2022 |
Quarterly Stakeholder Letter THIRD QUARTER | FISCAL YEAR 2023 QUARTERLY STAKEHOLDER LETTER | THIRD QUARTER 2023 | 2 Dear Phreesia stakeholders, Between long hours, overloaded schedules and the challenges of the pandemic, front-office staff at healthcare organizations across the country are burned out. |
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| September 8, 2022 |
Third Amended and Restated Non-Employee Director Compensation Policy, dated June 2022. PHREESIA, INC. THIRD AMENDED AND RESTATED NON-EMPLOYEE DIRECTOR COMPENSATION POLICY The purpose of this Third Amended and Restated Non-Employee Director Compensation Policy (the ?Policy?) of Phreesia, Inc. (the ?Company?), is to provide a total compensation package that enables the Company to attract and retain, on a long-term basis, high-caliber directors who are not employees or officers of the |
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| September 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 00 |
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| September 7, 2022 |
Exhibit 99.1 Phreesia Announces Fiscal Second Quarter 2023 Results RALEIGH, North Carolina, September 7, 2022 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia? or the "Company") announced financial results today for the fiscal second quarter ended July 31, 2022. "I am extremely proud of our team?s accomplishments in the second quarter of fiscal year 2023. Phreesia impacts more than one in 10 patient visits |
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| September 7, 2022 |
Quarterly Stakeholder Letter SECOND QUARTER | FISCAL YEAR 2023 QUARTERLY STAKEHOLDER LETTER | SECOND QUARTER 2023 | 2 Dear Phreesia stakeholders, I am extremely proud of our team?s accomplishments in the second quarter of fiscal year 2023. |
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| September 7, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) September 7, 2022 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| August 10, 2022 |
PHR / Phreesia Inc / PRICE T ROWE ASSOCIATES INC /MD/ Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3) PHREESIA INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) July 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed: [ |
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| June 30, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 30, 2022 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File N |
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| June 3, 2022 |
FOURTH AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Fourth Amended and Restated Employment Agreement (?Agreement?) is made between Phreesia, Inc. |
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| June 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0 |
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| June 2, 2022 |
Phreesia Announces Fiscal First Quarter 2023 Results Exhibit 99.1 Phreesia Announces Fiscal First Quarter 2023 Results RALEIGH, North Carolina, June 2, 2022 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia? or the "Company") announced financial results today for the fiscal first quarter ended April 30, 2022. "We started the year strong with gains in new clients and expansion within existing clients across healthcare services and life sciences and began to ge |
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| June 2, 2022 |
Quarterly Stakeholder Letter FIRST QUARTER | FISCAL YEAR 2023 QUARTERLY STAKEHOLDER LETTER | FIRST QUARTER 2023 | 2 Dear Phreesia stakeholders, Our team?s performance in the first quarter of fiscal year 2023 was commendable. |
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| June 2, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 2, 2022 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| May 17, 2022 |
DEF 14A 1 phr-fy2022proxy.htm DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permi |
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| May 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)( |
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| March 31, 2022 |
2019 Stock Option and Incentive Plan and form of awards thereunder. Exhibit 10.3 PHREESIA, INC. 2019 STOCK OPTION AND INCENTIVE PLAN SECTION 1. GENERAL PURPOSE OF THE PLAN; DEFINITIONS The name of the plan is the Phreesia, Inc. 2019 Stock Option and Incentive Plan (the ?Plan?). The purpose of the Plan is to encourage and enable the officers, employees, Non-Employee Directors and Consultants of Phreesia, Inc. (the ?Company?) and its Affiliates upon whose judgment, |
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| March 31, 2022 |
As filed with the Securities and Exchange Commission on March 31, 2022. S-8 1 phr-formsx82022.htm S-8 As filed with the Securities and Exchange Commission on March 31, 2022. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or |
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| March 31, 2022 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) Phreesia, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity 2019 Stock Option and Incentive P |
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| March 31, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 31, 2022 |
Subsidiaries of the Registrant EX-21.1 3 phrfy2022-exhibit211.htm EX-21.1 Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2022 Phreesia, Inc. had no significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. |
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| March 30, 2022 |
Phreesia Announces Fiscal Year Ended January 31, 2022 Results Exhibit 99.1 Phreesia Announces Fiscal Year Ended January 31, 2022 Results RALEIGH, N.C., March 30, 2022 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia? or the "Company") announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2022. "Our organization has accomplished much to be proud of in fiscal year 2022, Phreesia?s 17th year and our third as a public company," |
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| March 30, 2022 |
FIRST LOAN MODIFICATION AGREEMENT This First Loan Modification Agreement (this ?Loan Modification Agreement?) is entered into as of March 28, 2022, by and between SILICON VALLEY BANK, a California corporation, with its principal place of business at 3003 Tasman Drive, Santa Clara, California 95054 and with a loan production office located at 275 Grove Street, Suite 2-200, Newton, Massachusetts 02466 (?Bank?) and PHREESIA, INC. |
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| March 30, 2022 |
Quarterly Stakeholder Letter FOURTH QUARTER | FISCAL YEAR 2022 QUARTERLY STAKEHOLDER LETTER | FOURTH QUARTER 2022 | 2 Dear Phreesia stakeholders, Our organization has accomplished much to be proud of in fiscal year 2022, Phreesia?s 17th year and our third as a public company. |
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| March 30, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 28, 2022 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| February 14, 2022 |
PHR / Phreesia Inc / PRICE T ROWE ASSOCIATES INC /MD/ Passive Investment SC 13G/A 1 phr13gadec21.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) Phreesia, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2021 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant |
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| February 10, 2022 |
PHR / Phreesia Inc / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SC 13G 1 tv01662-phreesiainc.htm SCHEDULE 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Phreesia Inc. Title of Class of Securities: Common Stock CUSIP Number: 71944F106 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this |
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| February 9, 2022 |
PHR / Phreesia Inc / FMR LLC Passive Investment SCHEDULE 13G Amendment No. 3 PHREESIA INC COMMON STOCK Cusip #71944F106 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #71944F106 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 1,253,976 Item 6: 0 Item 7: 5,500,614 Item 8: 0 Item 9: 5,500,614 Item 11: 10.735% |
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| February 7, 2022 |
PHR / Phreesia Inc / BlackRock Inc. Passive Investment SC 13G/A 1 us71944f1066020722.txt us71944f1066020722.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 2) Phreesia Inc - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) December 31, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to de |
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| December 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: |
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| December 8, 2021 |
Quarterly Stakeholder Letter THIRD QUARTER | FISCAL YEAR 2022 QUARTERLY STAKEHOLDER LETTER | THIRD QUARTER 2022 | 2 Dear Phreesia stakeholders, We celebrated an important milestone in September when we exceeded 100 million patient visits enabled by our platform over the previous 12 months. |
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| December 8, 2021 |
Phreesia Announces Fiscal Third Quarter 2022 Results Exhibit 99.1 Phreesia Announces Fiscal Third Quarter 2022 Results Raleigh, North Carolina, December 8, 2021 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia?) announced financial results today for the fiscal third quarter ended October 31, 2021. "We celebrated an important milestone in September as we surpassed 100 million patient visits enabled by our platform during the previous twelve months", said CEO |
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| December 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 8, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fil |
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| October 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) September 28, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission F |
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| September 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| September 1, 2021 | ||
| September 1, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) September 1, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| September 1, 2021 |
Phreesia Announces Fiscal Second Quarter 2022 Results Exhibit 99.1 Phreesia Announces Fiscal Second Quarter 2022 Results Raleigh, North Carolina, September 1, 2021 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia?) announced financial results today for the fiscal second quarter ended July 31, 2021. "Throughout our second quarter of Fiscal Year 2022, we again helped our clients drive patient self-service on our platform through the use of tools like mobile che |
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| August 20, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) August 18, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| July 8, 2021 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) July 8, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| June 4, 2021 |
Second Amended and Restated Non-Employee Director Compensation Policy. PHREESIA, INC. SECOND AMENDED AND RESTATED NON-EMPLOYEE DIRECTOR COMPENSATION POLICY The purpose of this Second Amended and Restated Non-Employee Director Compensation Policy (the ?Policy?) of Phreesia, Inc. (the ?Company?), is to provide a total compensation package that enables the Company to attract and retain, on a long-term basis, high-caliber directors who are not employees or officers of th |
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| June 4, 2021 |
AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Amended and Restated Employment Agreement (?Agreement?) is made between Phreesia, Inc. |
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| June 4, 2021 |
AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Amended and Restated Employment Agreement (?Agreement?) is made between Phreesia, Inc. |
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| June 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| June 3, 2021 | ||
| June 3, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) June 3, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File Nu |
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| June 3, 2021 |
Phreesia Announces Fiscal First Quarter 2022 Results Exhibit 99.1 Phreesia Announces Fiscal First Quarter 2022 Results Raleigh, North Carolina, April 30, 2021 ? Phreesia, Inc. (NYSE: PHR) (?Phreesia?) announced financial results today for the fiscal first quarter ended April 30, 2021. "We carried the momentum of the strong finish to our fiscal year 2021 into the first quarter of fiscal 2022. As we look ahead, we?re excited to continue providing heal |
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| May 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| May 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defini |
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| May 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) Phreesia, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) April 30, 2021 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is filed |
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| May 7, 2021 |
us71944f1066050621.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 1 ) Phreesia, Inc - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) April 30, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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| May 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) April 29, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission File |
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| May 4, 2021 |
THIRD AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Third Amended and Restated Employment Agreement (?Agreement?) is made between Phreesia, Inc. |
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| May 4, 2021 |
SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (?Agreement?) is made between Phreesia, Inc. |
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| April 12, 2021 |
Phreesia Announces Proposed Public Offering of Common Stock EX-99.1 Exhibit 99.1 Phreesia Announces Proposed Public Offering of Common Stock April 6, 2021 RALEIGH, N.C.—(BUSINESS WIRE)—Phreesia, Inc. (“Phreesia”) (NYSE: PHR), a leading patient intake management platform, announced today that it has commenced an underwritten public offering of 4,500,000 shares of its common stock (the “Offering”), to be offered by the Company. In addition, the Company expec |
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| April 12, 2021 |
Exhibit 99.3 Phreesia Announces Closing of Public Offering and Full Exercise of the Underwriters? Option to Purchase Additional Shares April 12, 2021 RALEIGH, N.C.?(BUSINESS WIRE)?Phreesia, Inc. (the ?Company?) (NYSE:PHR), a leading patient intake management platform, announced today the closing of the underwritten public offering of 5,175,000 shares of its common stock (the ?Offering?) all of whi |
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| April 12, 2021 |
EX-1.1 2 d148572dex11.htm EX-1.1 Exhibit 1.1 Phreesia, Inc. 4,500,000 Shares of Common Stock Underwriting Agreement April 7, 2021 J.P. Morgan Securities LLC William Blair & Company, L.L.C. As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 c/o William Blair & Company, L.L.C. 150 North Riverside Plaza |
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| April 12, 2021 |
Phreesia Announces Pricing of Public Offering of Common Stock EX-99.2 5 d148572dex992.htm EX-99.2 Exhibit 99.2 Phreesia Announces Pricing of Public Offering of Common Stock April 7, 2021 RALEIGH, N.C.—(BUSINESS WIRE)—Phreesia, Inc. (“Phreesia”) (NYSE:PHR), a leading patient intake management platform, announced today the pricing of its previously announced underwritten public offering of 4,500,000 shares of its common stock (the “Offering”) at a price to the |
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| April 12, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) April 6, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38977 20-2275479 (State or other jurisdiction of incorporation or organization) (Commis |
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| April 9, 2021 |
424B5 Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-249541 CALCULATION OF REGISTRATION FEE TITLE OF EACH CLASS OF SECURITIES TO BE REGISTERED AMOUNT TO BE REGISTERED(1) PROPOSED MAXIMUM OFFERING PRICE PER SHARE PROPOSED MAXIMUM AGGREGATE OFFERING PRICE AMOUNT OF REGISTRATION FEE(2) Common Stock, par value $0.01 per share: 5,175,000 $50.00 $258,750,000.00 $28,229.63 (1) In |
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| April 6, 2021 |
Joint Book-Running Managers J.P. Morgan William Blair Allen & Company LLC Piper Sandler Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-249541 The information in this preliminary prospectus supplement is not complete and may be changed. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and is effective. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell |
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| March 31, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 PHREESIA, INC. |
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| March 31, 2021 |
Subsidiaries of the Registrant Exhibit 21.1 Subsidiaries of the Registrant As of January 31, 2021 Phreesia, Inc. had no significant subsidiaries as defined in Rule 1-02(w) of Regulation S-X. |
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| March 31, 2021 |
As filed with the Securities and Exchange Commission on March 31, 2021. As filed with the Securities and Exchange Commission on March 31, 2021. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 PHREESIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-2275479 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer |
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| March 31, 2021 |
EX-3.2 2 ex32-phrsecondamendedandre.htm EX-3.2 Exhibit 3.2 SECOND AMENDED AND RESTATED BY-LAWS OF PHREESIA, INC. (the “Corporation”) ARTICLE I Stockholders SECTION 1. Annual Meeting. The annual meeting of stockholders (any such meeting being referred to in these By-laws as an “Annual Meeting”) shall be held at the hour, date and place within or without the United States which is fixed by the Board |
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| March 30, 2021 |
Phreesia Announces Fiscal Year End 2021 Results EX-99.1 2 phrex-991earningsreleaseq4.htm EX-99.1 Exhibit 99.1 Phreesia Announces Fiscal Year End 2021 Results Raleigh, North Carolina, March 30, 2021 – Phreesia, Inc. (NYSE: PHR) (“Phreesia”) announced financial results today for the fiscal fourth quarter and fiscal year ended January 31, 2021. "Our team’s strength and resilience throughout a challenging fiscal 2021 supported our clients and helpe |
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| March 30, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) March 30, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38977 20-2275479 (State or other jurisdiction of incorporation or organization) (Commi |
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| February 22, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) February 22, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 001-38977 (Commission Fi |
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| February 22, 2021 |
exhibit991 2/20/2021 Impact COVID-19 Outpatient Visits 2020: Visits Remained Stable | Commonwealth Fund https://www. |
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| February 16, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) Phreesia, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 71944F106 (CUSIP NUMBER) December 31, 2020 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is fil |
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| February 16, 2021 |
SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b) (Amendment No. 1)* Phreesia, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 71944F106 (CUSIP Number) December 31, 2020 (Date of Event W |
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| February 16, 2021 |
SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) Information To Be Included In Statements Filed Pursuant To § 240.13d-1(b), (c), and (d) and Amendments Thereto Filed Pursuant To § 240.13d-2 Under the Securities Exchange Act of 1934 (Amendment No. 1)* Phreesia, Inc. (Name of Issuer) Common Stock, $0.01 par value per share (Title of Class o |
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| February 12, 2021 |
SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1 (b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2 (b) (Amendment No. 1) Phreesia, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 71944F106 (CUSIP Number) December 31, 2020 (D |
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| February 8, 2021 |
SCHEDULE 13G Amendment No. 2 PHREESIA INC COMMON STOCK Cusip #71944F106 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #71944F106 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 1,865,851 Item 6: 0 Item 7: 6,624,427 Item 8: 0 Item 9: 6,624,427 Item 11: 14.999% |
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| February 2, 2021 |
us71944f1066020221.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: ) Phreesia, Inc - (Name of Issuer) Common Stock - (Title of Class of Securities) 71944F106 - (CUSIP Number) December 31, 2020 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which |
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| January 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) January 25, 2021 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38977 20-2275479 (State or other jurisdiction of incorporation or organization) (Com |
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| January 28, 2021 |
ex103-erobertsemployment EXHIBIT 10.3 SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (“Agreement”) is made between Phreesia, Inc., a Delaware corporation (the “Company”), and Evan Roberts (the “Executive”) and is effective as of February 1, 2021. WHEREAS, the Company and the Executive previously entered into that certain Amended and Restated |
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| January 28, 2021 |
ex102-taltierempagmt EXHIBIT 10.2 SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (“Agreement”) is made between Phreesia, Inc., a Delaware corporation (the “Company”), and Thomas Altier (the “Executive”) and is effective as of February 1, 2021. WHEREAS, the Company and the Executive previously entered into that certain Amended and Restated Emp |
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| January 28, 2021 |
ex101-cindigemploymentag EXHIBIT 10.1 SECOND AMENDED AND RESTATED EMPLOYMENT AGREEMENT This Second Amended and Restated Employment Agreement (“Agreement”) is made between Phreesia, Inc., a Delaware corporation (the “Company”), and Chaim Indig (the “Executive”) and is effective as of February 1, 2021. WHEREAS, the Company and the Executive previously entered into that certain Amended and Restated E |
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| December 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38977 |
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| December 8, 2020 |
Phreesia Announces Planned CFO Transition in 2021: Chief Financial Officer Tom Altier to Retire, Randy Rasmussen Named New CFO NEW YORK, Dec. |
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| December 8, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported) December 8, 2020 Phreesia, Inc. (Exact name of registrant as specified in its charter) Delaware 001-38977 20-2275479 (State or other jurisdiction of incorporation or organization) (Com |