Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Privia Health Group, Inc.PRVA · Entity 1532 | EVP & Chief Financial Officer | July 09, 2026 | July 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Privia Health Group, Inc.
Report date July 09, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 164,853 |
Reported balance
After 2026-07-09 transaction · row 1
1 source rowRow 1 · 2026-07-09 · Sale · Disposed 21,275 · Balance 164,853 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.80 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. |
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectBy spouse | 8,695 |
Reported balance
Holding disclosure · report date 2026-07-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,695 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.80 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 09, 2026 Filed Jul 13, 2026 20:01 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 21,275 | $27.67 | $588,679.25 |
DisclosureSEC source: 0001759655-26-000057 · wk-form4_1783972869.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,853 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.80 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| July 07, 2026 Filed Jul 9, 2026 20:37 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 600 | $27.57 | $16,542.00 |
DisclosureSEC source: 0001858396-26-000016 · wk-form4_1783629474.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,128 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.55 to $27.58 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 24,734 | $27.50 | $680,185.00 |
DisclosureSEC source: 0001858396-26-000014 · wk-form4_1783454812.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 186,728 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.51 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 8,897 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 7 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 8,897 shares Expires 2028-08-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,336 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 6 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 1,336 shares Expires 2029-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,001 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 5 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 1,001 shares Expires 2030-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 5,962 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · derivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 5,962 shares Expires 2029-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 17,196 | $25.18 | $432,995.28 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,462 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.68 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 17,196 | $2.00 | $34,392.00 |
DisclosureSEC source: 0001759655-26-000046 · wk-form4_1782850077.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 228,658 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 11, 2026 Filed May 13, 2026 22:10 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 3,385 | $22.60 | $76,501.00 |
DisclosureSEC source: 0001858396-26-000011 · wk-form4_1778710217.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,462 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 360 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 13 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,962 Underlying: Common Stock, par value $0.01 per share · 360 shares Expires 2029-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 592 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 12 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,897 Underlying: Common Stock, par value $0.01 per share · 592 shares Expires 2028-08-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 52 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 11 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,001 Underlying: Common Stock, par value $0.01 per share · 52 shares Expires 2030-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 202 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 10 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,336 Underlying: Common Stock, par value $0.01 per share · 202 shares Expires 2029-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 1,206 | $25.00 | $30,150.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,847 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 04, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 1,206 | $2.00 | $2,412.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,053 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,331 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 9 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,322 Underlying: Common Stock, par value $0.01 per share · 2,331 shares Expires 2029-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,010 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 8 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,489 Underlying: Common Stock, par value $0.01 per share · 3,010 shares Expires 2028-08-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 541 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 7 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,053 Underlying: Common Stock, par value $0.01 per share · 541 shares Expires 2030-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,297 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · derivative · entry 6 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,538 Underlying: Common Stock, par value $0.01 per share · 1,297 shares Expires 2029-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 7,179 | $25.03 | $179,690.37 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,847 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.20 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| May 01, 2026 Filed May 6, 2026 00:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,179 | $2.00 | $14,358.00 |
DisclosureSEC source: 0001858396-26-000009 · wk-form4_1778026036.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 222,026 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 20:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,566 | $20.85 | $116,051.10 |
DisclosureSEC source: 0001858396-26-000006 · wk-form4_1775505627.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,847 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 20:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 6,391 | $22.11 | $141,305.01 |
DisclosureSEC source: 0001759655-26-000019 · wk-form4_1773864431.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,413 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:17 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 6,565 | $21.52 | $141,278.80 |
DisclosureSEC source: 0001858396-26-000003 · wk-form4_1773692228.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,804 F1 · kind: The sales reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:17 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 6,453 | $21.90 | $141,320.70 |
DisclosureSEC source: 0001858396-26-000003 · wk-form4_1773692228.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,369 F1 · kind: The sales reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 21:46 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, par value $0.01 per share | 42,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000001 · wk-form4_1773351962.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,822 F2 · shares: Vesting and distribution to reporting person of 42,584 shares underlying performance stock units that were granted on May 9, 2023 for the performance period 2023-2025 . Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:46 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, par value $0.01 per share | 35,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001858396-26-000001 · wk-form4_1773351962.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,238 F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 20:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,829 | $22.84 | $133,134.36 |
DisclosureSEC source: 0001759655-26-000015 · wk-form4_1773172822.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,903 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 20:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,177 | $23.15 | $119,847.55 |
DisclosureSEC source: 0001759655-26-000015 · wk-form4_1773172822.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,732 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 572 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 13 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,594 Underlying: Common Stock, par value $0.01 per share · 572 shares Expires 2030-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,428 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 12 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,499 Underlying: Common Stock, par value $0.01 per share · 3,428 shares Expires 2028-08-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,699 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 11 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,653 Underlying: Common Stock, par value $0.01 per share · 2,699 shares Expires 2029-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 998 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 10 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,835 Underlying: Common Stock, par value $0.01 per share · 998 shares Expires 2029-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 7,697 | $25.05 | $192,809.85 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,909 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.19 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,697 | $2.00 | $15,394.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 180,606 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 700 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 9 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock, par value $0.01 per share · 700 shares Expires 2030-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,893 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 8 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,927 Underlying: Common Stock, par value $0.01 per share · 1,893 shares Expires 2028-08-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,100 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 7 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,352 Underlying: Common Stock, par value $0.01 per share · 1,100 shares Expires 2029-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,668 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · derivative · entry 6 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,833 Underlying: Common Stock, par value $0.01 per share · 1,668 shares Expires 2029-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,361 | $25.00 | $134,025.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,909 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.02 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:22 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 5,361 | $2.00 | $10,722.00 |
DisclosureSEC source: 0001759655-26-000013 · wk-form4_1772490150.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 178,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 21:37 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,967 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC 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 | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,430 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC 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 | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 4,792 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC 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 | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,698 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC 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 | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 23,887 | $25.03 | $597,891.61 |
DisclosureSEC 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 | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 23,887 | $2.00 | $47,774.00 |
DisclosureSEC 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 |
| May 12, 2025 Filed May 14, 2025 22:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 3,322 | $24.99 | $83,016.78 |
DisclosureSEC 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 |
| April 30, 2025 Filed May 2, 2025 21:01 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 3,445 | $23.33 | $80,371.85 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.