Insider Ledger

Phreesia, Inc. (PHR) insider buying and SEC filings

Phreesia, Inc. · CIK 1412408

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Company profile

Exchanges
NYSE
Industry (SIC)
Services-Business Services, NEC
State of incorporation
DE
Fiscal year end
Jan 31
Former names
Phreesia Inc

Insider activity in the last 12 months

Bought
$28.8M
Insiders who bought
1
Sold (not marked 10b5-1)
$1.4M
Planned sales (10b5-1)
$573K

Insider purchases and sales, last 12 months

TradedTypeWhat was filedSource
Oct 22, 2026Other purchaseDavid Linetsky (President / COO) bought 70 Common Stock indirectly (by spouse) at about $9.75 ($683), reported as a purchase (code P). Holdings by spouse down <1% to 22,197 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Oct 26, 2026, 9:52 PM ET
Sep 21, 2026Planned (10b5-1)Allison C Hoffman (General Counsel & Secretary) sold 6,662 shares at $10.08 ($67K), marked as a 10b5-1 plan trade. Holdings down 2% to 266,574 shares.SEC filing
Filed Sep 22, 2026
Jul 16, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 1,247 shares at $10.92 ($14K), marked as a 10b5-1 plan trade. Holdings down 5% to 21,724 shares.SEC filing
Filed Jul 17, 2026
Jul 14, 2026Planned (10b5-1)Lisa Egbuonu-Davis (Director) sold 536 shares at $10.70 ($6K), marked as a 10b5-1 plan trade. Holdings down 1% to 37,780 shares.SEC filing
Filed Jul 16, 2026
Jul 6, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 1,371 shares at $10.84 ($15K), marked as a 10b5-1 plan trade. Holdings down 5% to 23,908 shares.SEC filing
Filed Jul 7, 2026
Jun 25, 2026Planned (10b5-1)Lisa Egbuonu-Davis (Director) sold 2,546 shares at $9.53 ($24K), marked as a 10b5-1 plan trade. Holdings down 6% to 38,316 shares.SEC filing
Filed Jun 26, 2026
May 18, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 431 shares at $8.85 ($4K), marked as a 10b5-1 plan trade. Holdings down 2% to 24,233 shares.SEC filing
Filed May 20, 2026
Apr 20, 2026Planned (10b5-1)Allison C Hoffman (General Counsel & Secretary) sold 6,176 shares at $9.06 ($56K), marked as a 10b5-1 plan trade. Holdings down 4% to 157,309 shares.SEC filing
Filed Apr 21, 2026
Apr 17, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 1,327 shares at $9.28 ($12K), marked as a 10b5-1 plan trade. Holdings down 5% to 24,664 shares.SEC filing
Filed Apr 21, 2026
Apr 16, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 10,063 shares at $9.08 ($91K), marked as a 10b5-1 plan trade. Holdings down 28% to 25,991 shares.SEC filing
Filed Apr 17, 2026
Apr 10, 2026Planned (10b5-1)Allison C Hoffman (General Counsel & Secretary) sold 14,483 shares at $8.07 ($117K), marked as a 10b5-1 plan trade. Holdings down 8% to 163,485 shares.SEC filing
Filed Apr 13, 2026
Apr 10, 2026Planned (10b5-1)David Linetsky (President / COO) sold 8,332 shares at $8.07 ($67K), marked as a 10b5-1 plan trade. Holdings down 4% to 224,056 shares.SEC filing
Filed Apr 13, 2026
Mar 31–Apr 2, 2026Purchase (code P)Jan Barta (10% owner) bought 1,275,500 shares indirectly (by entity) between Mar 31 and Apr 2 at about $8.21 ($10.5M), reported as a purchase (code P). Holdings by entity up 17% to 8,924,329 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 4 other reporting owners.SEC filing
Filed Apr 2, 2026
Mar 25, 2026SaleBalaji Gandhi (CFO) sold 3,829 shares at about $11.26 ($43K). Holdings down 3% to 146,740 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 27, 2026
Mar 23, 2026Planned (10b5-1)Allison C Hoffman (General Counsel & Secretary) sold 6,176 shares at $11.97 ($74K), marked as a 10b5-1 plan trade. Holdings down 4% to 163,485 shares.SEC filing
Filed Mar 25, 2026
Mar 18, 2026SaleDavid Linetsky (President / COO) sold 107 shares indirectly (by spouse) at about $11.06 ($1K). Holdings by spouse down 1% to 11,068 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 19, 2026
Mar 17–19, 2026Purchase (code P)Jan Barta (10% owner) bought 1,602,505 shares indirectly (by entity) between Mar 17 and Mar 19 at about $11.42 ($18.3M), reported as a purchase (code P). Holdings by entity up 27% to 7,648,829 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 4 other reporting owners.SEC filing
Filed Mar 19, 2026
Jan 15–16, 2026SaleAmy Beth VanDuyn (SVP, Human Resources) sold 2,889 shares between Jan 15 and Jan 16 at about $16.36 ($47K). Holdings down 2% to 157,349 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 15–16, 2026SaleEvan Roberts (President / COO) sold 8,078 shares between Jan 15 and Jan 16 at about $16.36 ($132K). Holdings down 1% to 826,554 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 15–16, 2026SaleDavid Linetsky (President / COO) sold 7,781 shares between Jan 15 and Jan 16 at about $16.36 ($127K). Holdings down 3% to 223,942 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 15–16, 2026SaleChaim Indig (CEO and Director) sold 12,633 shares between Jan 15 and Jan 16 at about $16.36 ($207K). Holdings down 1% to 1,361,535 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 15–16, 2026SaleAllison C Hoffman (General Counsel & Secretary) sold 5,101 shares between Jan 15 and Jan 16 at about $16.36 ($83K). Holdings down 3% to 169,661 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 15–16, 2026SaleBalaji Gandhi (CFO) sold 5,662 shares between Jan 15 and Jan 16 at about $16.36 ($93K). Holdings down 4% to 150,569 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 20, 2026
Jan 14–15, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 744 shares between Jan 14 and Jan 15 at about $16.26 ($12K), marked as a 10b5-1 plan trade. Holdings down 2% to 29,166 shares.SEC filing
Filed Jan 16, 2026
Jan 8, 2026SaleAmy Beth VanDuyn (SVP, Human Resources) sold 2,602 shares at about $17.01 ($44K). Holdings down 2% to 160,238 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Jan 8, 2026SaleEvan Roberts (President / COO) sold 6,317 shares at about $17.01 ($107K). Holdings down 1% to 834,632 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Jan 8, 2026SaleDavid Linetsky (President / COO) sold 6,106 shares at about $17.01 ($104K). Holdings down 3% to 231,723 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Jan 8, 2026SaleChaim Indig (CEO and Director) sold 8,440 shares at about $17.01 ($144K). Holdings down 1% to 1,374,168 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Jan 8, 2026Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 372 shares at $17.47 ($6K), marked as a 10b5-1 plan trade. Holdings down 1% to 29,910 shares.SEC filing
Filed Jan 12, 2026
Jan 8, 2026SaleAllison C Hoffman (General Counsel & Secretary) sold 6,585 shares at about $17.01 ($112K). Holdings down 4% to 174,762 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Jan 8, 2026SaleBalaji Gandhi (CFO) sold 8,009 shares at about $17.01 ($136K). Holdings down 5% to 156,231 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jan 12, 2026
Dec 17, 2025SaleDavid Linetsky (President / COO) sold 94 shares indirectly (by spouse) at about $16.49 ($2K). Holdings by spouse down 1% to 9,789 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Dec 19, 2025
Dec 17, 2025Planned (10b5-1)Yvonne Hui (Principal Accounting Officer) sold 426 shares at $16.25 ($7K), marked as a 10b5-1 plan trade. Holdings down 1% to 29,910 shares.SEC filing
Filed Dec 19, 2025

73 routine transactions (such as grants, option exercises or tax withholding) are not listed.

Cluster buys

No cluster buys in the last 12 months.

Red flags

No red flags in the last 12 months.

Key events

No key events in the last 12 months.

8-K filings, last 12 months

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

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