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Nasdaq · USD

PRVA

Privia Health Group, Inc.

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Tapewire entity
1532
SEC CIK
0001759655
Parsed reports
317

Last 12 months

Inside the activity.

0 purchase rows · 40 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202604
Mar 2026015
Apr 202601
May 202607
Jun 202604
Jul 202607
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2026 Filed Sep 3, 2026 20:08 UTC GrantCommon Stock, $0.01 par value per share 6,350 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000076 · wk-form4_1788466087.xml · nonDerivative · entry 1

Ernest Opella Finley · CIK 0002150873 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,350

F1 · shares: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will become fully vested on the day immediately preceding the date of Company's 2027 Annual Meeting of Stockholders.

Read SEC document
July 09, 2026 Filed Jul 13, 2026 20:01 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 21,275 $27.67 $588,679.25
Disclosure

SEC source: 0001759655-26-000057 · wk-form4_1783972869.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 164,853

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.80 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 07, 2026 Filed Jul 9, 2026 20:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 600 $27.57 $16,542.00
Disclosure

SEC source: 0001858396-26-000016 · wk-form4_1783629474.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 186,128

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.55 to $27.58 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 06, 2026 Filed Jul 7, 2026 16:08 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 53,722 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,274,622

Underlying: Common Stock, par value $0.01 per share · 53,722 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 06, 2026 Filed Jul 7, 2026 16:08 UTC SaleCommon Stock, par value $0.01 per share 53,722 $27.24 $1,463,387.28
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.09 to $27.39 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

F4 · balance_after: Reflects the forfeiture of 8,463 unvested restricted stock units granted on May 20, 2026 under the Issuer's 2021 Omnibus Incentive Plan.

Read SEC document
July 06, 2026 Filed Jul 7, 2026 16:08 UTC Exercise / conversionCommon Stock, par value $0.01 per share 53,722 $2.00 $107,444.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,373

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
July 02, 2026 Filed Jul 7, 2026 16:08 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 59,037 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,328,344

Underlying: Common Stock, par value $0.01 per share · 59,037 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 02, 2026 Filed Jul 7, 2026 16:08 UTC SaleCommon Stock, par value $0.01 per share 59,037 $27.33 $1,613,481.21
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.90 to $27.53 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 02, 2026 Filed Jul 7, 2026 16:08 UTC Exercise / conversionCommon Stock, par value $0.01 per share 59,037 $2.00 $118,074.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,688

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Read SEC document
July 02, 2026 Filed Jul 7, 2026 20:06 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 24,734 $27.50 $680,185.00
Disclosure

SEC source: 0001858396-26-000014 · wk-form4_1783454812.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 186,728

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.51 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 82,675 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · derivative · entry 9

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,387,381

Underlying: Common Stock, par value $0.01 per share · 82,675 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC SaleCommon Stock, par value $0.01 per share 37,041 $26.93 $997,514.13
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.81 to $27.09 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC SaleCommon Stock, par value $0.01 per share 45,634 $26.52 $1,210,213.68
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 113,692

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.81 to $26.80 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC Exercise / conversionCommon Stock, par value $0.01 per share 82,675 $2.00 $165,350.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 159,326

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:04 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 52,823 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,470,056

Underlying: Common Stock, par value $0.01 per share · 52,823 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:04 UTC SaleCommon Stock, par value $0.01 per share 52,823 $25.72 $1,358,607.56
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.15 to $26.03 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:04 UTC Exercise / conversionCommon Stock, par value $0.01 per share 52,823 $2.00 $105,646.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 129,474

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
June 29, 2026 Filed Jun 30, 2026 20:09 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 63,212 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,522,879

Underlying: Common Stock, par value $0.01 per share · 63,212 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 29, 2026 Filed Jun 30, 2026 20:09 UTC SaleCommon Stock, par value $0.01 per share 63,212 $25.33 $1,601,159.96
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.14 to $25.67 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
June 29, 2026 Filed Jun 30, 2026 20:09 UTC Exercise / conversionCommon Stock, par value $0.01 per share 63,212 $2.00 $126,424.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,863

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:09 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 88,110 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,586,091

Underlying: Common Stock, par value $0.01 per share · 88,110 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:09 UTC SaleCommon Stock, par value $0.01 per share 88,110 $25.33 $2,231,826.30
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.98 to $25.70 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:09 UTC Exercise / conversionCommon Stock, par value $0.01 per share 88,110 $2.00 $176,220.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 164,761

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 8,897 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 7

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 8,897 shares

Expires 2028-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,336 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 6

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 1,336 shares

Expires 2029-12-03

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,001 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 5

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 1,001 shares

Expires 2030-09-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 5,962 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 4

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 5,962 shares

Expires 2029-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 17,196 $25.18 $432,995.28
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 211,462

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.68 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:08 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 17,196 $2.00 $34,392.00
Disclosure

SEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 228,658

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
May 20, 2026 Filed May 22, 2026 12:26 UTC GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000043 · wk-form4_1779452780.xml · nonDerivative · entry 1

BERBERIAN LANCE · CIK 0001102900 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,131

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 20, 2026 Filed May 22, 2026 12:24 UTC
Ryu JaewonDirector
GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000038 · wk-form4_1779452697.xml · nonDerivative · entry 1

Ryu Jaewon · CIK 0001869233 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,110

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 20, 2026 Filed May 22, 2026 12:25 UTC GrantCommon Stock, par value $0.01 per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000039 · wk-form4_1779452714.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,651

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 20, 2026 Filed May 22, 2026 12:26 UTC GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000044 · wk-form4_1779452797.xml · nonDerivative · entry 1

SOISTMAN FRANCIS S JR · CIK 0001233184 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,463

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 20, 2026 Filed May 22, 2026 12:26 UTC GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000042 · wk-form4_1779452765.xml · nonDerivative · entry 1

COCOZZA NANCY G · CIK 0001232953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,814

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 20, 2026 Filed May 22, 2026 12:24 UTC
KING DAVID PDirector
GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000037 · wk-form4_1779452674.xml · nonDerivative · entry 1

KING DAVID P · CIK 0001275654 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,775

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 20, 2026 Filed May 22, 2026 12:25 UTC GrantCommon Stock, $0.01 par value per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000040 · wk-form4_1779452731.xml · nonDerivative · entry 1

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,983

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 20, 2026 Filed May 22, 2026 12:25 UTC GrantCommon Stock, par value $0.01 per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000041 · wk-form4_1779452748.xml · nonDerivative · entry 1

Kimmet Pamela O · CIK 0001589981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,172

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 12, 2026 Filed May 13, 2026 23:40 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 15,647 $22.64 $354,248.08
Disclosure

SEC source: 0001759655-26-000030 · wk-form4_1778715628.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 434,357

F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person

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May 11, 2026 Filed May 13, 2026 23:40 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 105,439 $22.55 $2,377,649.45
Disclosure

SEC source: 0001759655-26-000030 · wk-form4_1778715628.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 450,004

F1 · kind: Certain of the sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and certain of the sales represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.28 to $23.10 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

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May 11, 2026 Filed May 13, 2026 22:10 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 3,385 $22.60 $76,501.00
Disclosure

SEC source: 0001858396-26-000011 · wk-form4_1778710217.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,462

F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

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May 04, 2026 Filed May 5, 2026 22:10 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 1,017 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,674,201

Underlying: Common Stock, par value $0.01 per share · 1,017 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · derivative.exercise_date: All stock options are fully vested and exercisable.

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May 04, 2026 Filed May 5, 2026 22:10 UTC SaleCommon Stock, par value $0.01 per share 1,017 $24.96 $25,384.32
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $24.98 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

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May 04, 2026 Filed May 5, 2026 22:10 UTC Exercise / conversionCommon Stock, par value $0.01 per share 1,017 $2.00 $2,034.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 360 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 13

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,962

Underlying: Common Stock, par value $0.01 per share · 360 shares

Expires 2029-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 592 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 12

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,897

Underlying: Common Stock, par value $0.01 per share · 592 shares

Expires 2028-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 52 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 11

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,001

Underlying: Common Stock, par value $0.01 per share · 52 shares

Expires 2030-09-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 202 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 10

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,336

Underlying: Common Stock, par value $0.01 per share · 202 shares

Expires 2029-12-03

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 1,206 $25.00 $30,150.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 4

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,847

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

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May 04, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 1,206 $2.00 $2,412.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 3

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 216,053

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

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May 01, 2026 Filed May 5, 2026 22:10 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 17,096 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,675,218

Underlying: Common Stock, par value $0.01 per share · 17,096 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

F4 · derivative.exercise_date: All stock options are fully vested and exercisable.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.