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
December 12, 2025 Filed Dec 16, 2025 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 7,967 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.xml · derivative · entry 7

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,866

Underlying: Common Stock, par value $0.01 per share · 7,967 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
December 12, 2025 Filed Dec 16, 2025 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,430 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.xml · derivative · entry 6

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,501

Underlying: Common Stock, par value $0.01 per share · 3,430 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
December 12, 2025 Filed Dec 16, 2025 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,792 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.xml · derivative · entry 5

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,452

Underlying: Common Stock, par value $0.01 per share · 4,792 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
December 12, 2025 Filed Dec 16, 2025 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 7,698 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.xml · derivative · entry 4

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,820

Underlying: Common Stock, par value $0.01 per share · 7,698 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
December 12, 2025 Filed Dec 16, 2025 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 23,887 $25.03 $597,891.61
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.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 $25.16 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 21:37 UTC
Mountcastle DavidEVP & Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 23,887 $2.00 $47,774.00
Disclosure

SEC source: 0001759655-25-000116 · wk-form4_1765921039.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 196,796

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 15, 2025 Filed Jul 17, 2025 20:04 UTC GrantCommon Stock, $0.01 par value per share 7,668 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000087 · wk-form4_1752782665.xml · nonDerivative · entry 1

BERBERIAN LANCE · CIK 0001102900 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,668

F1 · shares: Represents restricted stock units granted the Issuer's 2021 Omnibus Incentive Plan that will become fully vested on the day immediately preceding the date of Company's 2026 Annual Meeting of Stockholders.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:58 UTC
Ryu JaewonDirector
GrantCommon Stock, $0.01 par value per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000071 · wk-form4_1748033919.xml · nonDerivative · entry 1

Ryu Jaewon · CIK 0001869233 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,647

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:00 UTC GrantCommon Stock, $0.01 par value per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000072 · wk-form4_1748034008.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,312

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:57 UTC GrantCommon Stock, par value $0.01 per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000070 · wk-form4_1748033859.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,188

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:03 UTC GrantCommon Stock, par value $0.01 per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000075 · wk-form4_1748034223.xml · nonDerivative · entry 1

WICHMANN DAVID S · CIK 0001268489 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,709

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:02 UTC GrantCommon Stock, $0.01 par value per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000074 · wk-form4_1748034128.xml · nonDerivative · entry 1

COCOZZA NANCY G · CIK 0001232953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,351

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:04 UTC
KING DAVID PDirector
GrantCommon Stock, $0.01 par value per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000076 · wk-form4_1748034271.xml · nonDerivative · entry 1

KING DAVID P · CIK 0001275654 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,312

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:11 UTC GrantCommon Stock, $0.01 par value per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000077 · wk-form4_1748034690.xml · nonDerivative · entry 1

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,520

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2025 Filed May 23, 2025 21:01 UTC GrantCommon Stock, par value $0.01 per share 8,396 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000073 · wk-form4_1748034064.xml · nonDerivative · entry 1

Kimmet Pamela O · CIK 0001589981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,709

F1 · shares: On May 21, 2025, the reporting person received 8,396 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 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 13, 2025 Filed May 14, 2025 22:05 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 15,909 $24.52 $390,088.68
Disclosure

SEC source: 0001759655-25-000054 · wk-form4_1747260346.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 407,234

F2 · shares: This transaction occurred 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 $24.23 to $24.91 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 12, 2025 Filed May 14, 2025 22:05 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 13,773 $24.99 $344,187.27
Disclosure

SEC source: 0001759655-25-000054 · wk-form4_1747260346.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 423,143

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

Read SEC document
May 12, 2025 Filed May 14, 2025 22:05 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 3,322 $24.99 $83,016.78
Disclosure

SEC source: 0001759655-25-000053 · wk-form4_1747260303.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,909

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

Read SEC document
May 01, 2025 Filed May 2, 2025 20:58 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 17,365 $23.08 $400,784.20
Disclosure

SEC source: 0001759655-25-000041 · wk-form4_1746219501.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 436,916

F2 · shares: This transaction occurred pursuant to a 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 $22.87 to $23.43 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
April 30, 2025 Filed May 2, 2025 21:00 UTC SaleCommon Stock, par value $0.01 per share 10,309 $23.33 $240,508.97
Disclosure

SEC source: 0001759655-25-000042 · wk-form4_1746219593.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,792

F1 · shares: 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
April 30, 2025 Filed May 2, 2025 21:01 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 3,445 $23.33 $80,371.85
Disclosure

SEC source: 0001759655-25-000043 · wk-form4_1746219670.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,231

F1 · shares: 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.

Read SEC document
April 30, 2025 Filed May 2, 2025 20:58 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 15,100 $23.33 $352,283.00
Disclosure

SEC source: 0001759655-25-000041 · wk-form4_1746219501.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 454,281

F1 · shares: 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
April 02, 2025 Filed Apr 3, 2025 20:56 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 5,630 $22.38 $125,999.40
Disclosure

SEC source: 0001759655-25-000037 · wk-form4_1743713778.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,676

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

Read SEC document
March 12, 2025 Filed Mar 14, 2025 20:10 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 10,514 $24.03 $252,651.42
Disclosure

SEC source: 0001759655-25-000035 · wk-form4_1741983038.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 469,381

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

Read SEC document
March 11, 2025 Filed Mar 12, 2025 17:06 UTC
Fargis Edward CEVP & General Counsel
SaleCommon Stock, $0.01 par value per share 2,438 $23.88 $58,219.44
Disclosure

SEC source: 0001759655-25-000030 · wk-form4_1741813581.xml · nonDerivative · entry 2

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,054

F1 · kind: The sales reported in this Form 4 represent 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 11, 2025 Filed Mar 12, 2025 21:09 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 9,294 $23.88 $221,940.72
Disclosure

SEC source: 0001759655-25-000032 · wk-form4_1741813771.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 479,895

F1 · kind: The sales reported in this Form 4 represent 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 11, 2025 Filed Mar 12, 2025 21:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 2,872 $23.88 $68,583.36
Disclosure

SEC source: 0001759655-25-000031 · wk-form4_1741813668.xml · nonDerivative · entry 2

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,306

F1 · kind: The sales reported in this Form 4 represent 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 10, 2025 Filed Mar 12, 2025 17:06 UTC
Fargis Edward CEVP & General Counsel
SaleCommon Stock, $0.01 par value per share 2,529 $24.53 $62,036.37
Disclosure

SEC source: 0001759655-25-000030 · wk-form4_1741813581.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,492

F1 · kind: The sales reported in this Form 4 represent 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 10, 2025 Filed Mar 12, 2025 21:09 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 9,640 $24.53 $236,469.20
Disclosure

SEC source: 0001759655-25-000032 · wk-form4_1741813771.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 489,189

F1 · kind: The sales reported in this Form 4 represent 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 10, 2025 Filed Mar 12, 2025 21:07 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 2,979 $24.53 $73,074.87
Disclosure

SEC source: 0001759655-25-000031 · wk-form4_1741813668.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,178

F1 · kind: The sales reported in this Form 4 represent 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 05, 2025 Filed Mar 7, 2025 08:37 UTC
Fargis Edward CEVP & General Counsel
GrantCommon Stock, $0.01 par value per share 25,073 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000026 · wk-form4_1741354652.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,021

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 05, 2025 Filed Mar 7, 2025 13:36 UTC
Mountcastle DavidEVP & Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 33,430 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000025 · wk-form4_1741354609.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,157

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 05, 2025 Filed Mar 7, 2025 13:35 UTC
Mehrotra ParthDirector · Chief Executive Officer
GrantCommon Stock, $0.01 par value per share 133,723 $0.00 $0.00
Disclosure

SEC source: 0001759655-25-000024 · wk-form4_1741354552.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 498,829

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
February 14, 2025 Filed Feb 19, 2025 21:17 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 100,000 $25.15 $2,515,000.00
Disclosure

SEC source: 0001759655-25-000006 · wk-form4_1739999824.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 157,727

F1 · kind: These transactions occurred pursuant to a 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 $25.40 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
September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 16,144 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 13

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.01 par value per share · 16,144 shares

Expires 2035-09-07

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

Read SEC document
September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 52,546 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 12

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.01 par value per share · 52,546 shares

Expires 2034-12-04

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

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September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 48,645 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 11

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $0.01 par value per share · 48,645 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

Read SEC document
September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 16,144 $2.00 $32,288.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 7

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 365,106

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 52,546 $2.00 $105,092.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 6

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 348,962

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

Read SEC document
September 11, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 48,645 $2.00 $97,290.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 5

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 296,416

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 18,595 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 10

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,144

Underlying: Common Stock, $0.01 par value per share · 18,595 shares

Expires 2035-09-07

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 60,520 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 9

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,546

Underlying: Common Stock, $0.01 par value per share · 60,520 shares

Expires 2034-12-04

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 56,027 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 8

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,645

Underlying: Common Stock, $0.01 par value per share · 56,027 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

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

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 135,142 $18.50 $2,500,127.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 4

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 247,771

F1 · kind: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held 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 $18.37 to $18.73 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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September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 18,595 $2.00 $37,190.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 3

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 382,913

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 60,520 $2.00 $121,040.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 2

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 364,318

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:30 UTC
Mehrotra ParthDirector · Chief Executive Officer
Exercise / conversionCommon Stock, $0.01 par value per share 56,027 $2.00 $112,054.00
Disclosure

SEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 303,798

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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC GiftStock Option (Right to Purchase) · Derivative 89,319 $0.00 Strike: $23.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 89,319

Underlying: Common Stock, par value $0.01 per share · 89,319 shares

Expires 2031-04-29

F1 · kind: On August 21, 2024, the Reporting Person's spouse transferred her 49% interest in Emerald Family, LLC, which, immediately preceding the transfer, held 24,485 shares of Common Stock par value $0.01 of the Issuer, 315,666 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $2.00 and 182,283 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $23.00, to a family trust ("Trust"). The Reporting Person and his children are the beneficiaries of the Trust. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

F2 · derivative.exercise_date: All stock options are fully vested and exercisable.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC GiftStock Option (Right to Purchase) · Derivative 89,319 $0.00 Strike: $23.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · derivative · entry 6

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 92,964

Underlying: Common Stock, par value $0.01 per share · 89,319 shares

Expires 2031-04-29

F1 · kind: On August 21, 2024, the Reporting Person's spouse transferred her 49% interest in Emerald Family, LLC, which, immediately preceding the transfer, held 24,485 shares of Common Stock par value $0.01 of the Issuer, 315,666 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $2.00 and 182,283 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $23.00, to a family trust ("Trust"). The Reporting Person and his children are the beneficiaries of the Trust. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

F2 · derivative.exercise_date: All stock options are fully vested and exercisable.

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC GiftStock Option (Right to Purchase) · Derivative 154,676 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · derivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 154,676

Underlying: Common Stock, par value $0.01 per share · 154,676 shares

Expires 2033-08-27

F1 · kind: On August 21, 2024, the Reporting Person's spouse transferred her 49% interest in Emerald Family, LLC, which, immediately preceding the transfer, held 24,485 shares of Common Stock par value $0.01 of the Issuer, 315,666 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $2.00 and 182,283 stock options to purchase shares of Common Stock of the Issuer with an exercise price of $23.00, to a family trust ("Trust"). The Reporting Person and his children are the beneficiaries of the Trust. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

F2 · derivative.exercise_date: All stock options are fully vested and exercisable.

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.