Tapewire

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
May 01, 2026 Filed May 5, 2026 22:10 UTC SaleCommon Stock, par value $0.01 per share 17,096 $24.99 $427,229.04
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 2

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.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.15 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
May 01, 2026 Filed May 5, 2026 22:10 UTC Exercise / conversionCommon Stock, par value $0.01 per share 17,096 $2.00 $34,192.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 85,284

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.

Read SEC document
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,331 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 9

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,322

Underlying: Common Stock, par value $0.01 per share · 2,331 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
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,010 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 8

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,489

Underlying: Common Stock, par value $0.01 per share · 3,010 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
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 541 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 7

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,053

Underlying: Common Stock, par value $0.01 per share · 541 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
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,297 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 6

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,538

Underlying: Common Stock, par value $0.01 per share · 1,297 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
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 7,179 $25.03 $179,690.37
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 2

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.

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 $25.20 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
May 01, 2026 Filed May 6, 2026 00:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 7,179 $2.00 $14,358.00
Disclosure

SEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 222,026

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
April 02, 2026 Filed Apr 6, 2026 20:00 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 5,566 $20.85 $116,051.10
Disclosure

SEC source: 0001858396-26-000006 · wk-form4_1775505627.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,847

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 20:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 6,391 $22.11 $141,305.01
Disclosure

SEC source: 0001759655-26-000019 · wk-form4_1773864431.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,413

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 20:06 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 26,509 $22.11 $586,113.99
Disclosure

SEC source: 0001858398-26-000006 · wk-form4_1773864398.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 555,443

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units.

Read SEC document
March 13, 2026 Filed Mar 16, 2026 20:17 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 6,565 $21.52 $141,278.80
Disclosure

SEC source: 0001858396-26-000003 · wk-form4_1773692228.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,804

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

Read SEC document
March 13, 2026 Filed Mar 16, 2026 20:16 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 27,229 $21.52 $585,968.08
Disclosure

SEC source: 0001858398-26-000004 · wk-form4_1773692191.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 581,952

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

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:17 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 6,453 $21.90 $141,320.70
Disclosure

SEC source: 0001858396-26-000003 · wk-form4_1773692228.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,369

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

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:16 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 26,763 $21.90 $586,109.70
Disclosure

SEC source: 0001858398-26-000004 · wk-form4_1773692191.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 609,181

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

Read SEC document
March 11, 2026 Filed Mar 12, 2026 21:47 UTC
Mehrotra ParthDirector · Chief Executive Officer
GrantCommon Stock, $0.01 par value per share 171,904 $0.00 $0.00
Disclosure

SEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 3

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 635,944

F4 · shares: Vesting and distribution to reporting person of 141,948 shares underlying performance stock units that were granted on May 9, 2023, and 29,956 shares underlying performance stock units that were granted on July 1, 2023, in both cases for the performance period 2023-2025.

Read SEC document
March 11, 2026 Filed Mar 12, 2026 21:46 UTC
Mountcastle DavidEVP & Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 42,584 $0.00 $0.00
Disclosure

SEC source: 0001858396-26-000001 · wk-form4_1773351962.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,822

F2 · shares: Vesting and distribution to reporting person of 42,584 shares underlying performance stock units that were granted on May 9, 2023 for the performance period 2023-2025 .

Read SEC document
March 10, 2026 Filed Mar 12, 2026 17:46 UTC
Fargis Edward CEVP & General Counsel
GrantCommon Stock, $0.01 par value per share 28,268 $0.00 $0.00
Disclosure

SEC source: 0002009323-26-000002 · wk-form4_1773351998.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,979

F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 21:47 UTC
Mehrotra ParthDirector · Chief Executive Officer
GrantCommon Stock, $0.01 par value per share 141,342 $0.00 $0.00
Disclosure

SEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 464,040

F3 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates.

Read SEC document
March 10, 2026 Filed Mar 12, 2026 21:47 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 21,097 $22.71 $479,112.87
Disclosure

SEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 322,698

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 $22.27 to $23.23 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
March 10, 2026 Filed Mar 12, 2026 21:46 UTC
Mountcastle DavidEVP & Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 35,335 $0.00 $0.00
Disclosure

SEC source: 0001858396-26-000001 · wk-form4_1773351962.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,238

F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 16:01 UTC
Fargis Edward CEVP & General Counsel
SaleCommon Stock, $0.01 par value per share 4,949 $22.84 $113,035.16
Disclosure

SEC source: 0001759655-26-000016 · wk-form4_1773172858.xml · nonDerivative · entry 2

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,711

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

Read SEC document
March 09, 2026 Filed Mar 10, 2026 20:02 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 18,865 $22.84 $430,876.60
Disclosure

SEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 4

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 343,795

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
March 09, 2026 Filed Mar 10, 2026 20:02 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 1,219 $23.37 $28,488.03
Disclosure

SEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 3

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 362,660

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan 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 $23.35 to $23.41 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
March 09, 2026 Filed Mar 10, 2026 20:02 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 21,915 $22.84 $500,538.60
Disclosure

SEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 363,879

F2 · 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 $22.35 to $23.34 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
March 09, 2026 Filed Mar 10, 2026 20:00 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 5,829 $22.84 $133,134.36
Disclosure

SEC source: 0001759655-26-000015 · wk-form4_1773172822.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,903

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
March 06, 2026 Filed Mar 10, 2026 16:01 UTC
Fargis Edward CEVP & General Counsel
SaleCommon Stock, $0.01 par value per share 4,394 $23.15 $101,721.10
Disclosure

SEC source: 0001759655-26-000016 · wk-form4_1773172858.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,660

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

Read SEC document
March 06, 2026 Filed Mar 10, 2026 20:02 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 21,440 $23.15 $496,336.00
Disclosure

SEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 385,794

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
March 06, 2026 Filed Mar 10, 2026 20:00 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 5,177 $23.15 $119,847.55
Disclosure

SEC source: 0001759655-26-000015 · wk-form4_1773172822.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,732

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 transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:23 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 16,550 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,692,314

Underlying: Common Stock, par value $0.01 per share · 16,550 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

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

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:23 UTC SaleCommon Stock, par value $0.01 per share 16,550 $25.00 $413,750.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

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 $25.15 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
February 27, 2026 Filed Mar 2, 2026 22:23 UTC Exercise / conversionCommon Stock, par value $0.01 per share 16,550 $2.00 $33,100.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 84,738

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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 572 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 13

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,594

Underlying: Common Stock, par value $0.01 per share · 572 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.

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

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,428 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 12

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,499

Underlying: Common Stock, par value $0.01 per share · 3,428 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.

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

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,699 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 11

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,653

Underlying: Common Stock, par value $0.01 per share · 2,699 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.

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

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February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 998 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 10

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,835

Underlying: Common Stock, par value $0.01 per share · 998 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.

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

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February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 7,697 $25.05 $192,809.85
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 4

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 172,909

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 $25.00 to $25.19 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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February 27, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 7,697 $2.00 $15,394.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 3

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 180,606

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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February 26, 2026 Filed Mar 2, 2026 22:23 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 7,788 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,708,864

Underlying: Common Stock, par value $0.01 per share · 7,788 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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

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

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February 26, 2026 Filed Mar 2, 2026 22:23 UTC SaleCommon Stock, par value $0.01 per share 7,788 $24.99 $194,622.12
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.13 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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February 26, 2026 Filed Mar 2, 2026 22:23 UTC Exercise / conversionCommon Stock, par value $0.01 per share 7,788 $2.00 $15,576.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,976

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 transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

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February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 700 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 9

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,166

Underlying: Common Stock, par value $0.01 per share · 700 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.

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

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February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,893 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 8

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,927

Underlying: Common Stock, par value $0.01 per share · 1,893 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.

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

Read SEC document
February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,100 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 7

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,352

Underlying: Common Stock, par value $0.01 per share · 1,100 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.

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

Read SEC document
February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,668 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 6

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,833

Underlying: Common Stock, par value $0.01 per share · 1,668 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.

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

Read SEC document
February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 5,361 $25.00 $134,025.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 172,909

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 $25.02 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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February 26, 2026 Filed Mar 2, 2026 22:22 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 5,361 $2.00 $10,722.00
Disclosure

SEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 178,270

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
December 12, 2025 Filed Dec 16, 2025 21:38 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 13,647 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · derivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,716,652

Underlying: Common Stock, par value $0.01 per share · 13,647 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.

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

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:38 UTC SaleCommon Stock, par value $0.01 per share 13,647 $25.01 $341,311.47
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · nonDerivative · entry 2

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.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.105 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
December 12, 2025 Filed Dec 16, 2025 21:38 UTC Exercise / conversionCommon Stock, par value $0.01 per share 13,647 $2.00 $27,294.00
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 81,835

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

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