SC 13G/A: Phreesia, Inc.

Ticker: PHR · Form: SC 13G/A · Filed: Jul 8, 2024 · CIK: 1412408

Phreesia, INC. SC 13G/A Filing Summary
FieldDetail
CompanyPhreesia, INC. (PHR)
Form TypeSC 13G/A
Filed DateJul 8, 2024
Risk Levellow
Pages5
Reading Time6 min
Sentimentneutral

Sentiment: neutral

Topics: sc-13g-a

AI Summary

SC 13G/A filing by Phreesia, Inc..

Risk Assessment

Risk Level: low

FAQ

What type of filing is this?

This is a SC 13G/A filing submitted by Phreesia, INC. (ticker: PHR) to the SEC on Jul 8, 2024.

What is the risk level of this SC 13G/A filing?

This filing has been assessed as low risk.

How long is this filing?

Phreesia, INC.'s SC 13G/A filing is 5 pages with approximately 1,420 words. Estimated reading time is 6 minutes.

Where can I view the full SC 13G/A filing?

The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.

Filing Stats: 1,420 words · 6 min read · ~5 pages · Grade level 10.3 · Accepted 2024-07-08 16:37:20

Filing Documents

(a)

ITEM 1(a). NAME OF ISSUER: Phreesia, Inc.

(b)

ITEM 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:

(a)

ITEM 2(a). NAME OF PERSON FILING: Brown Advisory Incorporated ("BAI") Brown Investment Advisory & Trust Company ("BIATC") Brown Advisory LLC (BALLC)

(b)

ITEM 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE: 901 South Bond Street, Suite #400 Baltimore, Maryland 21231

(c)

ITEM 2(c). CITIZENSHIP: Brown Advisory Incorporated is a Maryland Corporation. Brown Investment Advisory & Trust Company is a Maryland Trust Company. Brown Advisory LLC is a Maryland Limited Liability Corporation.

(d)

ITEM 2(d). TITLE OF CLASS OF SECURITIES:

(e)

ITEM 2(e). CUSIP NUMBER: 71944F106 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-1(b), or 13d-2(b) or (c) CHECK WHETHER THE PERSON FILING IS A: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78c); (b) [X] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) [ ] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8); (e) [X] An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) [X] A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution: Brown Advisory Incorporated ("BAI") is a parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G) Brown Investment Advisory & Trust Company ("BIATC") is a bank as defined in Section 3(a)(6) of the Act (15U.S.C.78c) Brown Advisory LLC ("BALLC") is an investment adviser in accordance with 240.13d-1(b)(1)(ii)(E) ITEM 4. (a) Amount beneficially owned: 5,785,522 (b) Percent of class: (c) Number of shares as to which the person has: (i) sole power to vote or to direct the vote: Brown Advisory Incorporated ("BAI") : 4,918,804 Brown Investment Advisory & Trust C

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