Congress trades

Phreesia, Inc. (PHR)

NYSE · Healthcare · 12 congress trades · last filed 5 months ago

12
Congress disclosures shown
26d
Median delay on the congress disclosures
of the 45 day limit
8/4
Purchases and sales in the disclosures shown

About Phreesia, Inc.

from the company's filings and listing
Exchange
NYSE
Sector
Healthcare
Industry
Medical - Healthcare Information Services
Chief executive
Chaim Indig
Employees
1,789
Listed since
Jul 18, 2019
Market value
$639.1M
Price to earnings
60.0
Earnings per share
$0.17
Dividend yield
-

www.phreesia.com

Earnings

6 reported quarters · next on Dec 14, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2027reported Sep 2, 2026$0.03$0.09$129.5M$129.1MEPS missRevenue in line
Q1 FY2027reported May 27, 2026$0.05$0.02$130.9M$130.1MEPS beatRevenue in line
Q4 FY2026reported Mar 30, 2026$0.02$0.07$127.1M$126.8MEPS missRevenue in line
Q3 FY2026reported Dec 8, 2025$0.10-$0.00$120.3M$120.0MEPS beatRevenue in line
Q2 FY2026reported Sep 4, 2025$0.01-$0.07$117.3M$116.5MEPS beatRevenue in line
Q1 FY2026reported May 28, 2025-$0.07-$0.13$115.9M$114.9MEPS beatRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 2026 · proxy filed May 14, 2026
ExecutiveSalaryStock awardsOtherTotal
Chaim IndigChief Executive Officer$515K$7.6M$0$8.1M
Evan RobertsPresident, Provider Solutions$400K$3.3M$0$3.7M
Balaji GandhiChief Financial Officer$400K$3.3M$0$3.7M
David LinetskyPresident, Network Solutions$400K$3.0M$210K$3.6M
Allison HoffmanGeneral Counsel$350K$2.3M$0$2.6M

The summary compensation table from the 2026 proxy statement, current executives only. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
PALE Fire Capital Se$91.8M8,924,329+3.2%14.42%
Blackrock, Inc.$72.2M7,019,832+18.6%11.34%
AQR Capital Management LLC$32.4M3,151,453+70.1%5.09%
Vanguard Portfolio Management LLC$30.7M2,987,907-10.4%4.83%
Vanguard Capital Management LLC$26.2M2,548,965+2.8%4.12%
Acadian Asset Management LLC$16.5M1,604,735+56.1%2.59%
State Street Corp$16.2M1,577,463+7.0%2.55%
Goldman Sachs Group Inc$14.8M1,435,314+39.2%2.32%
Geode Capital Management, LLC$13.5M1,312,056-4.4%2.12%
T. Rowe Price Investment Management, Inc.$13.3M1,296,180+100.0%2.09%
Algert Global LLC$12.4M1,205,481-12.7%1.95%
Jacobs Levy Equity Management, Inc$11.5M1,113,782+3.5%1.80%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

Know the moment the next PHR filing lands.

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Congress trades in PHR

12 disclosures of 12 on record · median 26d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Josh GottheimerJointStockSale$1,001 - $15,000-14.4%S&P +11.8% · vs S&P 500 -26.2%Mar 5, 2026Apr 8, 202634d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-56.6%S&P +13.6% · vs S&P 500 -70.2%Oct 9, 2025Nov 18, 202540d
Josh GottheimerJointStockPurchase$1,001 - $15,000-36.9%S&P +75.0% · vs S&P 500 -111.9%Oct 16, 2023Nov 11, 202326d
Josh GottheimerJointStockSale$1,001 - $15,000-48.2%S&P +71.5% · vs S&P 500 -119.7%Sep 15, 2023Oct 15, 202330d
Josh GottheimerJointStockPurchase$1,001 - $15,000-75.2%S&P +62.0% · vs S&P 500 -137.1%Dec 15, 2021Jan 10, 202226d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-82.1%S&P +107.5% · vs S&P 500 -189.6%Dec 23, 2020Jan 11, 202119d
Josh GottheimerJointStockSale$1,001 - $15,000-80.7%S&P +106.4% · vs S&P 500 -187.1%Dec 21, 2020Jan 7, 202117d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-73.5%S&P +125.5% · vs S&P 500 -199.0%Oct 27, 2020Nov 5, 20209d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-66.6%S&P +129.6% · vs S&P 500 -196.1%Sep 29, 2020Oct 14, 202015d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-56.0%S&P +173.3% · vs S&P 500 -229.3%Apr 23, 2020May 13, 202020d
Josh GottheimerJointStockPurchase$1,001 - $15,000-67.1%S&P +135.3% · vs S&P 500 -202.5%Feb 3, 2020Mar 16, 202042d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-68.4%S&P +127.9% · vs S&P 500 -196.3%Feb 10, 2020Mar 10, 202029d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Members of Congress reporting a position

1 member · estimate, as of Sep 10, 2026

1 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%

Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded PHR?

Josh Gottheimer, Gilbert Ray Cisneros, Jr. disclosed PHR transactions in the filings shown here.

Which members of Congress hold PHR?

1 member of Congress reports a position in PHR in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Gilbert Ray Cisneros, Jr.. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are PHR trades disclosed?

Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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