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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
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 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 160,990

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.

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August 21, 2024 Filed Aug 23, 2024 20:32 UTC GiftCommon Stock, par value $0.01 per share 11,998 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 11,998

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.

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August 21, 2024 Filed Aug 23, 2024 20:32 UTC GiftCommon Stock, par value $0.01 per share 11,998 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 12,487

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.

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August 21, 2024 Filed Aug 23, 2024 20:29 UTC GiftCommon Stock, $0.01 par value per share 41,487 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000121 · wk-form4_1724444991.xml · nonDerivative · entry 2

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 41,487

F1 · kind: On August 21, 2024, the reporting person transferred 41,487 directly held shares of common stock of the Issuer to a family trust.

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August 21, 2024 Filed Aug 23, 2024 20:29 UTC GiftCommon Stock, $0.01 par value per share 41,487 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000121 · wk-form4_1724444991.xml · nonDerivative · entry 1

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,124

F1 · kind: On August 21, 2024, the reporting person transferred 41,487 directly held shares of common stock of the Issuer to a family trust.

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June 11, 2024 Filed Jun 13, 2024 20:05 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 364 $16.50 $6,006.00
Disclosure

SEC source: 0001759655-24-000108 · wk-form4_1718309106.xml · nonDerivative · entry 1

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,773,522

F1 · shares: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

F1 · balance_after: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:13 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 5,306 $16.50 $87,549.00
Disclosure

SEC source: 0001759655-24-000103 · wk-form4_1717186379.xml · nonDerivative · entry 1

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,773,158

F1 · shares: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $16.48 to $16.50 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.

F1 · balance_after: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

Read SEC document
May 24, 2024 Filed May 29, 2024 20:08 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 4,280 $16.49 $70,577.20
Disclosure

SEC source: 0001759655-24-000100 · wk-form4_1717013286.xml · nonDerivative · entry 1

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,767,852

F1 · shares: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $16.42 to $16.50 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 purchased at each separate price within the range set forth herein.

F1 · balance_after: Represents shares held or acquired by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP, of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any.

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May 23, 2024 Filed May 23, 2024 21:06 UTC PurchaseCommon Stock, $0.01 par value per share 10,000 $16.37 $163,700.00
Disclosure

SEC source: 0001759655-24-000094 · wk-form4_1716498401.xml · nonDerivative · entry 2

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,611

Read SEC document
May 23, 2024 Filed May 23, 2024 21:05 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 172,642 $16.28 $2,810,611.76
Disclosure

SEC source: 0001759655-24-000091 · wk-form4_1716498292.xml · nonDerivative · entry 3

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,763,572

F1 · shares: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

F1 · balance_after: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

Read SEC document
May 22, 2024 Filed May 23, 2024 21:05 UTC
Ryu JaewonDirector
GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000092 · wk-form4_1716498320.xml · nonDerivative · entry 1

Ryu Jaewon · CIK 0001869233 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,251

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 22, 2024 Filed May 23, 2024 17:08 UTC GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000096 · wk-form4_1716498470.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,916

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 22, 2024 Filed May 23, 2024 21:02 UTC GrantCommon Stock, par value $0.01 per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000087 · wk-form4_1716498166.xml · nonDerivative · entry 1

WICHMANN DAVID S · CIK 0001268489 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,313

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 22, 2024 Filed May 23, 2024 21:02 UTC GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000086 · wk-form4_1716498115.xml · nonDerivative · entry 1

COCOZZA NANCY G · CIK 0001232953 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,955

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

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May 22, 2024 Filed May 23, 2024 21:07 UTC
KING DAVID PDirector
GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000095 · wk-form4_1716498439.xml · nonDerivative · entry 1

KING DAVID P · CIK 0001275654 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,916

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant

Read SEC document
May 22, 2024 Filed May 23, 2024 21:06 UTC GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000094 · wk-form4_1716498401.xml · nonDerivative · entry 1

McCarthy Thomas A · CIK 0001500886 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,611

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 22, 2024 Filed May 23, 2024 21:06 UTC GrantCommon Stock, par value $0.01 per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000093 · wk-form4_1716498346.xml · nonDerivative · entry 1

Kimmet Pamela O · CIK 0001589981 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,313

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 22, 2024 Filed May 23, 2024 21:05 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 102,229 $16.43 $1,679,622.47
Disclosure

SEC source: 0001759655-24-000091 · wk-form4_1716498292.xml · nonDerivative · entry 2

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,590,930

F1 · shares: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

F1 · balance_after: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

Read SEC document
May 22, 2024 Filed May 23, 2024 21:03 UTC GrantCommon Stock, $0.01 par value per share 11,124 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000088 · wk-form4_1716498196.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,916

F1 · shares: On May 22, 2024, the reporting person received 11,124 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 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 21, 2024 Filed May 23, 2024 21:05 UTC
Boehler AdamDirector
PurchaseCommon Stock, $0.01 par value per share 277,565 $16.17 $4,488,226.05
Disclosure

SEC source: 0001759655-24-000091 · wk-form4_1716498292.xml · nonDerivative · entry 1

Boehler Adam · CIK 0001982325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 5,488,701

F1 · shares: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

F1 · balance_after: Represents shares acquired or held by Puma Growth Holdings, LLC (Puma). Rubicon Founders OP GP, LP of which the Reporting Person is the controlling General Partner, is the manager of Puma. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his indirect pecuniary interest therein, if any

Read SEC document
May 10, 2024 Filed May 13, 2024 20:04 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 2,232 $17.88 $39,908.16
Disclosure

SEC source: 0001759655-24-000058 · wk-form4_1715630654.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 257,727

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
May 10, 2024 Filed May 13, 2024 20:02 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 13,869 $17.88 $247,977.72
Disclosure

SEC source: 0001759655-24-000056 · wk-form4_1715630553.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,771

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
May 10, 2024 Filed May 13, 2024 20:03 UTC
Bartrum ThomasFormer EVP, General Counsel
SaleCommon Stock, $0.01 par value per share 1,506 $17.88 $26,927.28
Disclosure

SEC source: 0001759655-24-000057 · wk-form4_1715630614.xml · nonDerivative · entry 1

Bartrum Thomas · CIK 0001859681 · Former EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,356

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
April 30, 2024 Filed May 2, 2024 21:19 UTC SaleCommon Stock, par value $0.01 per share 11,059 $18.42 $203,706.78
Disclosure

SEC source: 0001759655-24-000042 · wk-form4_1714684750.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,101

F1 · kind: The sale reported in this Form 4 represents a mandatory, 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, 2024 Filed May 2, 2024 21:25 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 2,320 $18.42 $42,734.40
Disclosure

SEC source: 0001759655-24-000045 · wk-form4_1714685104.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,959

F1 · kind: The sale reported in this Form 4 represents a mandatory, 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, 2024 Filed May 2, 2024 21:24 UTC
Bartrum ThomasFormer EVP, General Counsel
SaleCommon Stock, $0.01 par value per share 2,252 $18.42 $41,481.84
Disclosure

SEC source: 0001759655-24-000044 · wk-form4_1714685050.xml · nonDerivative · entry 1

Bartrum Thomas · CIK 0001859681 · Former EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,862

F1 · kind: The sale reported in this Form 4 represents a mandatory, 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, 2024 Filed May 2, 2024 21:23 UTC
Mehrotra ParthDirector · Chief Executive Officer
SaleCommon Stock, $0.01 par value per share 12,219 $18.42 $225,073.98
Disclosure

SEC source: 0001759655-24-000043 · wk-form4_1714685012.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,640

F1 · kind: The sale reported in this Form 4 represents a mandatory, 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, 2024 Filed Apr 4, 2024 20:21 UTC
Mountcastle DavidEVP & Chief Financial Officer
SaleCommon Stock, par value $0.01 per share 3,933 $17.77 $69,889.41
Disclosure

SEC source: 0001759655-24-000036 · wk-form4_1712262084.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,279

F1 · kind: The sale reported in this Form 4 represents a mandatory, 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.

F2 · balance_after: On April 5, 2023, the Reporting Person filed a Form 4 ("Original Form 4") that inadvertently did not give effect to a correction in the number of shares of the issuer's common stock directly beneficially owned by the Reporting Person pursuant to a Form 4/A filed on December 20, 2022, which was 215,062 shares as of such date. The holdings reported on this Form 4 properly give cumulative effect to such correction in the Original Form 4 as well all intervening Forms 4 filed by the Reporting Person prior to the date hereof.

Read SEC document
March 11, 2024 Filed Mar 12, 2024 20:56 UTC SaleCommon Stock, $0.01 par value per share 400 $23.02 $9,208.00
Disclosure

SEC source: 0001759655-24-000024 · wk-form4_1710276983.xml · nonDerivative · entry 2

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,445,018

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.01 to $23.03 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
March 08, 2024 Filed Mar 12, 2024 20:56 UTC SaleCommon Stock, $0.01 par value per share 7,115 $23.03 $163,858.45
Disclosure

SEC source: 0001759655-24-000024 · wk-form4_1710276983.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,445,418

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.01 to $23.09 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

Read SEC document
March 08, 2024 Filed Mar 15, 2024 17:03 UTC
Fargis Edward CEVP & General Counsel
GrantCommon Stock, $0.01 par value per share 28,544 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000029 · wk-form4_1710536622.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,948

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 08, 2024 Filed Mar 15, 2024 21:40 UTC
Mountcastle DavidEVP & Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 38,058 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000033 · wk-form4_1710538842.xml · nonDerivative · entry 1

Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,596

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.

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March 08, 2024 Filed Mar 15, 2024 21:07 UTC
Mehrotra ParthDirector · Chief Executive Officer
GrantCommon Stock, $0.01 par value per share 119,885 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000031 · wk-form4_1710536865.xml · nonDerivative · entry 1

Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,859

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. Additional Remarks

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January 29, 2024 Filed Jan 31, 2024 16:27 UTC
Fargis Edward CEVP & General Counsel
GrantCommon Stock, $0.01 par value per share 44,404 $0.00 $0.00
Disclosure

SEC source: 0001759655-24-000016 · wk-form4_1706736410.xml · nonDerivative · entry 1

Fargis Edward C · CIK 0002009323 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,404

F1 · shares: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will vest on the third anniversary of the grant date, generally subject to continued service through such date.

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January 25, 2024 Filed Jan 26, 2024 21:20 UTC SaleCommon Stock, $0.01 par value per share 12,000 $23.13 $277,560.00
Disclosure

SEC source: 0001759655-24-000006 · wk-form4_1706304028.xml · nonDerivative · entry 2

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,452,533

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.01 to $23.24 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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January 24, 2024 Filed Jan 26, 2024 21:20 UTC SaleCommon Stock, $0.01 par value per share 9,951 $23.03 $229,171.53
Disclosure

SEC source: 0001759655-24-000006 · wk-form4_1706304028.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,464,533

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.01 to $23.11 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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December 28, 2023 Filed Dec 29, 2023 22:08 UTC SaleCommon Stock, $0.01 par value per share 12,000 $23.97 $287,640.00
Disclosure

SEC source: 0001759655-23-000222 · wk-form4_1703887725.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,474,484

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.80 to $24.12 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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December 15, 2023 Filed Dec 19, 2023 21:23 UTC GiftCommon Stock, par value $0.01 per share · Derivative 89,318 $0.00 Strike: $23.00 $0.00
Disclosure

SEC source: 0001759655-23-000220 · wk-form4_1703021002.xml · derivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 182,283

Underlying: Common Stock · 89,318 shares

Expires 2031-04-29

F1 · shares: Represents a gift of membership interests in Emerald Family, LLC to the reporting person's spouse, representing 49% of Emerald Family, LLC. The reporting person along with his spouse directly own all membership interests in Emerald Family, LLC.

F6 · derivative.exercise_date: Reflects stock options to purchase shares of common stock that were granted under the Issuer's 2021 Omnibus Incentive Plan. The 182,283 stock options reported in this transaction became exercisable on April 29, 2023.

F7 · balance_after: Includes 182,283 stock options previously owned directly by the reporting person which were contributed to Emerald Family, LLC, a limited liability company of which, at the time of transfer, the reporting person was the sole member and owned all of the LLC interests. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

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December 15, 2023 Filed Dec 19, 2023 21:23 UTC GiftStock Option (Right to Purchase) · Derivative 154,676 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-23-000220 · wk-form4_1703021002.xml · derivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 315,666

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

Expires 2033-08-27

F1 · shares: Represents a gift of membership interests in Emerald Family, LLC to the reporting person's spouse, representing 49% of Emerald Family, LLC. The reporting person along with his spouse directly own all membership interests in Emerald Family, LLC.

F3 · derivative.exercise_date: Reflects stock options to purchase shares of common stock that were granted under the Issuer's Second Amended and Restated PH Group Parent Corp. Stock Option Plan. The 315,666 stock options reported in this transaction became exercisable on October 29, 2022.

F4 · balance_after: Includes 315,666 stock options previously owned directly by the reporting person which were contributed to Emerald Family, LLC, a limited liability company of which, at the time of transfer, the reporting person was the sole member and owned all of the LLC interests. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

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December 15, 2023 Filed Dec 19, 2023 21:23 UTC GiftCommon Stock, par value $0.01 per share 11,997 $0.00 $0.00
Disclosure

SEC source: 0001759655-23-000220 · wk-form4_1703021002.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 24,485

F1 · shares: Represents a gift of membership interests in Emerald Family, LLC to the reporting person's spouse, representing 49% of Emerald Family, LLC. The reporting person along with his spouse directly own all membership interests in Emerald Family, LLC.

F2 · balance_after: Includes 24,485 shares previously owned directly by the reporting person which were contributed to Emerald Family, LLC, a limited liability company of which, at the time of transfer, the reporting person was the sole member and owned all of the LLC interests. Mr. Morris disclaims beneficial ownership of the securities held by Emerald Family, LLC except to the extent of his pecuniary interest therein.

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December 14, 2023 Filed Dec 15, 2023 21:07 UTC SaleCommon Stock, $0.01 par value per share 12,000 $24.00 $288,000.00
Disclosure

SEC source: 0001759655-23-000218 · wk-form4_1702674410.xml · nonDerivative · entry 2

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,486,484

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.78 to $24.22 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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December 13, 2023 Filed Dec 15, 2023 21:07 UTC SaleCommon Stock, $0.01 par value per share 12,000 $23.08 $276,960.00
Disclosure

SEC source: 0001759655-23-000218 · wk-form4_1702674410.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,498,484

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.01 to $23.14 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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September 15, 2023 Filed Sep 19, 2023 20:40 UTC SaleCommon Stock, $0.01 par value per share 12,920 $25.29 $326,746.80
Disclosure

SEC source: 0001759655-23-000202 · wk-form4_1695156017.xml · nonDerivative · entry 2

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,510,484

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.89 to $25.84 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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September 15, 2023 Filed Sep 19, 2023 20:40 UTC SaleCommon Stock, $0.01 par value per share 5,233 $24.40 $127,685.20
Disclosure

SEC source: 0001759655-23-000202 · wk-form4_1695156017.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,523,404

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.87 to $24.83 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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September 05, 2023 Filed Sep 7, 2023 21:08 UTC
Bartrum ThomasEVP, General Counsel
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,333 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-23-000200 · wk-form4_1694120909.xml · derivative · entry 5

Bartrum Thomas · CIK 0001859681 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,667

Underlying: Common Stock · 3,333 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.

F4 · derivative.exercise_date: Prior to the transactions reported in this Form 4, 22,916 of the stock options were fully vested and exercisable. 2,084 of the stock options vest on September 8, 2023.

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September 05, 2023 Filed Sep 7, 2023 21:08 UTC
Bartrum ThomasEVP, General Counsel
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,287 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-23-000200 · wk-form4_1694120909.xml · derivative · entry 4

Bartrum Thomas · CIK 0001859681 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,149

Underlying: Common Stock · 4,287 shares

Expires 2034-12-03

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.

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

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September 05, 2023 Filed Sep 7, 2023 21:08 UTC
Bartrum ThomasEVP, General Counsel
Exercise / conversionStock Option (Right to Purchase) · Derivative 7,380 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-23-000200 · wk-form4_1694120909.xml · derivative · entry 3

Bartrum Thomas · CIK 0001859681 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,404

Underlying: Common Stock · 7,380 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.

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

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September 05, 2023 Filed Sep 7, 2023 21:08 UTC
Bartrum ThomasEVP, General Counsel
SaleCommon Stock, $0.01 par value per share 15,000 $25.77 $386,550.00
Disclosure

SEC source: 0001759655-23-000200 · wk-form4_1694120909.xml · nonDerivative · entry 2

Bartrum Thomas · CIK 0001859681 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 106,114

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 30, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.54 to $25.92 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 05, 2023 Filed Sep 7, 2023 21:08 UTC
Bartrum ThomasEVP, General Counsel
Exercise / conversionCommon Stock, $0.01 par value per share 15,000 $2.00 $30,000.00
Disclosure

SEC source: 0001759655-23-000200 · wk-form4_1694120909.xml · nonDerivative · entry 1

Bartrum Thomas · CIK 0001859681 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 121,114

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.

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September 01, 2023 Filed Sep 6, 2023 20:27 UTC SaleCommon Stock, $0.01 par value per share 18,153 $26.46 $480,328.38
Disclosure

SEC source: 0001759655-23-000198 · wk-form4_1694032018.xml · nonDerivative · entry 1

Sullivan William M · CIK 0001859839 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By Brighton Family, LLC

Disclosed balance after: 5,528,637

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.18 to $26.79 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.

F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.

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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.