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 |
|---|---|---|---|---|---|---|
| April 02, 2025 Filed Apr 3, 2025 20:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,630 | $22.38 | $125,999.40 |
DisclosureSEC source: 0001759655-25-000037 · wk-form4_1743713778.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,676 F1 · shares: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to a "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 21:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 2,872 | $23.88 | $68,583.36 |
DisclosureSEC source: 0001759655-25-000031 · wk-form4_1741813668.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,306 F1 · kind: The sales reported in this Form 4 represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 2,979 | $24.53 | $73,074.87 |
DisclosureSEC source: 0001759655-25-000031 · wk-form4_1741813668.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,178 F1 · kind: The sales reported in this Form 4 represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 13:36 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, par value $0.01 per share | 33,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-25-000025 · wk-form4_1741354609.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,157 F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 21:17 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 100,000 | $25.15 | $2,515,000.00 |
DisclosureSEC source: 0001759655-25-000006 · wk-form4_1739999824.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,727 F1 · kind: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.40 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| May 10, 2024 Filed May 13, 2024 20:04 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 2,232 | $17.88 | $39,908.16 |
DisclosureSEC 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 |
| April 30, 2024 Filed May 2, 2024 21:25 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 2,320 | $18.42 | $42,734.40 |
DisclosureSEC 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 02, 2024 Filed Apr 4, 2024 20:21 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 3,933 | $17.77 | $69,889.41 |
DisclosureSEC 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 08, 2024 Filed Mar 15, 2024 21:40 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, par value $0.01 per share | 38,058 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, par value $0.01 per share | 22,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000106 · wf-form4_168383924764581.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,538 F1 · shares: On May 9, 2023, the reporting person received 22,058 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| May 02, 2023 Filed May 3, 2023 22:33 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 1,740 | $27.26 | $47,432.40 |
DisclosureSEC source: 0001759655-23-000086 · wf-form4_168315321965663.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,480 F1 · kind: These sales represent nondiscretionary sales of shares required to be sold by the reporting person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold as part of a trade on behalf of multiple employees of Privia Health Group, Inc. in multiple transactions at prices ranging from $26.95 to $27.87 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, 2023 Filed May 3, 2023 22:33 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 1,720 | $27.58 | $47,437.60 |
DisclosureSEC source: 0001759655-23-000086 · wf-form4_168315321965663.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,220 F1 · kind: These sales represent nondiscretionary sales of shares required to be sold by the reporting person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold as part of a trade on behalf of multiple employees of Privia Health Group, Inc. in multiple transactions at prices ranging from $27.29 to $27.92 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. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:51 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 5,506 | $27.62 | $152,075.72 |
DisclosureSEC source: 0001759655-23-000055 · wf-form4_168072787851594.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,940 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares 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 · price: The price reported in Column 4 is a weighted average price. The shared were sold in multiple transactions at prices ranging from $27.61 to $27.62 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 |
| November 21, 2022 Filed Nov 22, 2022 23:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 17,244 | $2.00 Strike: $2.00 | $34,488.00 |
DisclosureSEC source: 0001759655-22-000196 · wf-form4_166915834851020.xml · derivative · entry 5 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,244 Underlying: Common Stock · 17,244 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 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 23:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 6,666 | $2.00 Strike: $2.00 | $13,332.00 |
DisclosureSEC source: 0001759655-22-000196 · wf-form4_166915834851020.xml · derivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,833 Underlying: Common Stock · 6,666 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. F3 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported on this Form 4, 13,333 of the stock options are fully vested and exercisable. 4,166 of the stock options will vest on September 8, 2023. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 23:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 6,438 | $2.00 Strike: $2.00 | $12,876.00 |
DisclosureSEC source: 0001759655-22-000196 · wf-form4_166915834851020.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,931 Underlying: Common Stock · 6,438 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. F2 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported on this Form 4, 12,876 of the stock options are fully vested and exercisable. 2,493 of the stock options will vest December 4, 2022. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 23:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 25,519 | $2.00 Strike: $2.00 | $51,038.00 |
DisclosureSEC source: 0001759655-22-000196 · wf-form4_166915834851020.xml · derivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,518 Underlying: Common Stock · 25,519 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 · derivative.exercise_date: All of the stock options are fully vested and exercisable. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 23:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 55,867 | $2.00 | $111,734.00 |
DisclosureSEC source: 0001759655-22-000196 · wf-form4_166915834851020.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,238 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. Read SEC document |
| October 05, 2022 Filed Oct 6, 2022 20:49 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 4,167 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000153 · wf-form4_166508937130822.xml · derivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,499 Underlying: Common Stock · 4,167 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. F4 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported on this Form 4, 10,834 of the stock options are fully vested and exercisable. 6,666 of the stock options vest on October 29, 2022 and 4,166 of the stock options will vest on September 8, 2023. Read SEC document |
| October 05, 2022 Filed Oct 6, 2022 20:49 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 500 | $36.02 | $18,010.00 |
DisclosureSEC source: 0001759655-22-000153 · wf-form4_166508937130822.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,371 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 18, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.00 to $36.04 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 |
| October 05, 2022 Filed Oct 6, 2022 20:49 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 3,667 | $35.63 | $130,655.21 |
DisclosureSEC source: 0001759655-22-000153 · wf-form4_166508937130822.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,871 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 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.99 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 |
| October 05, 2022 Filed Oct 6, 2022 20:49 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 4,167 | $2.00 | $8,334.00 |
DisclosureSEC source: 0001759655-22-000153 · wf-form4_166508937130822.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,538 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. Read SEC document |
| October 05, 2022 Filed Dec 20, 2022 21:08 UTC Amendment | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 500 | $36.02 | $18,010.00 |
DisclosureSEC source: 0001759655-22-000207 · wf-form4a_167157048760023.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,195 F2 · 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 18, 2021. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $36.00 to $36.04 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: On October 6, 2022, the reporting person filed a Form 4 (the "Original Form 4") which incorrectly reported that, following his exercise of an option and sales of the underlying common stock, he directly held 91,371 shares of the issuer's common stock. This amendment on Form 4/A is being filed to correct the number of shares as reported in Column 5 "Amount of Securities Beneficially Owned Following Reported Transaction" in each row of Table I of the Original Form 4. As a result of the error, the direct holdings of the reporting person was understated by 67,824 shares in a subsequent Form 4 filed by the reporting person. As of the date of this amendment, the reporting person directly beneficially owns 215,062 shares of common stock Read SEC document |
| October 05, 2022 Filed Dec 20, 2022 21:08 UTC Amendment | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 3,667 | $35.63 | $130,655.21 |
DisclosureSEC source: 0001759655-22-000207 · wf-form4a_167157048760023.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,695 F2 · 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 18, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.99 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: On October 6, 2022, the reporting person filed a Form 4 (the "Original Form 4") which incorrectly reported that, following his exercise of an option and sales of the underlying common stock, he directly held 91,371 shares of the issuer's common stock. This amendment on Form 4/A is being filed to correct the number of shares as reported in Column 5 "Amount of Securities Beneficially Owned Following Reported Transaction" in each row of Table I of the Original Form 4. As a result of the error, the direct holdings of the reporting person was understated by 67,824 shares in a subsequent Form 4 filed by the reporting person. As of the date of this amendment, the reporting person directly beneficially owns 215,062 shares of common stock Read SEC document |
| October 05, 2022 Filed Dec 20, 2022 21:08 UTC Amendment | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 4,167 | $2.00 | $8,334.00 |
DisclosureSEC source: 0001759655-22-000207 · wf-form4a_167157048760023.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,362 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 · balance_after: On October 6, 2022, the reporting person filed a Form 4 (the "Original Form 4") which incorrectly reported that, following his exercise of an option and sales of the underlying common stock, he directly held 91,371 shares of the issuer's common stock. This amendment on Form 4/A is being filed to correct the number of shares as reported in Column 5 "Amount of Securities Beneficially Owned Following Reported Transaction" in each row of Table I of the Original Form 4. As a result of the error, the direct holdings of the reporting person was understated by 67,824 shares in a subsequent Form 4 filed by the reporting person. As of the date of this amendment, the reporting person directly beneficially owns 215,062 shares of common stock Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 12,862 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000126 · wf-form4_166266757775965.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,037 Underlying: Common Stock · 12,862 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. F2 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transaction reported in this Form 4, 38,380 of the stock options are fully vested and exercisable. 25,519 will vest on October 29, 2022. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 6,159 | $40.14 | $247,222.26 |
DisclosureSEC source: 0001759655-22-000126 · wf-form4_166266757775965.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,195 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 18, 2021. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 12,862 | $2.00 | $25,724.00 |
DisclosureSEC source: 0001759655-22-000126 · wf-form4_166266757775965.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,354 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. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 23:29 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 63,694 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000113 · wf-form4_166000134769217.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,899 Underlying: Common Stock · 63,694 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. F3 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transaction reported in this Form 4, 102,074 of the stock options are fully vested and exercisable. 25,519 will vest on October 29, 2022. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 23:29 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 30,594 | $37.66 | $1,152,170.04 |
DisclosureSEC source: 0001759655-22-000113 · wf-form4_166000134769217.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,492 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $37.45 to $38.07 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 |
| August 05, 2022 Filed Aug 8, 2022 23:29 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 63,694 | $2.00 | $127,388.00 |
DisclosureSEC source: 0001759655-22-000113 · wf-form4_166000134769217.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,086 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. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,324 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000108 · wf-form4_165877985244243.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,488 Underlying: Common Stock · 7,324 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. F3 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported in this Form 4, 24,568 of the stock options are fully vested and exercisable. 17,244 of the stock options will vest on October 29, 2022. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 7,324 | $36.27 | $265,641.48 |
DisclosureSEC source: 0001759655-22-000108 · wf-form4_165877985244243.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,392 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 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.96 to $36.65 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 21, 2022 Filed Jul 25, 2022 20:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 7,324 | $2.00 | $14,648.00 |
DisclosureSEC source: 0001759655-22-000108 · wf-form4_165877985244243.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,716 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. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 51,756 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · derivative · entry 7 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,812 Underlying: Common Stock · 51,756 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. F4 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported in this Form 4, 79,753 of the stock options are fully vested and exercisable. 17,244 of the stock options will vest on October 29, 2022. F5 · derivative.expiration_date: These stock options were previously reported on the Form 3 filed by the Reporting Person with an Expiration Date that was incorrectly stated as 03/31/2029. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 25 | $35.00 | $875.00 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · nonDerivative · entry 5 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,392 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 18, 2021. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 24,990 | $34.06 | $851,159.40 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · nonDerivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,417 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 18, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.81 to $34.80 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 18, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 51,756 | $2.00 | $103,512.00 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,407 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. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 3,429 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · derivative · entry 6 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,568 Underlying: Common Stock · 3,429 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. F4 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. Prior to the transactions reported in this Form 4, 79,753 of the stock options are fully vested and exercisable. 17,244 of the stock options will vest on October 29, 2022. F5 · derivative.expiration_date: These stock options were previously reported on the Form 3 filed by the Reporting Person with an Expiration Date that was incorrectly stated as 03/31/2029. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, par value $0.01 per share | 3,429 | $35.00 | $120,021.86 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,651 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 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.00 to $35.015 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 15, 2022 Filed Jul 19, 2022 20:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, par value $0.01 per share | 3,429 | $2.00 | $6,858.00 |
DisclosureSEC source: 0001759655-22-000099 · wf-form4_165826399828770.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,080 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. Read SEC document |
| July 07, 2022 Filed Jul 8, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,492 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000091 · wf-form4_165731930123474.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,369 Underlying: Common Stock · 2,492 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. F2 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. 8,930 of the stock options are fully vested and exercisable. 6,438 of the stock options will vest on October 29, 2022 and 2,493 of the stock options will vest December 4, 2022. Read SEC document |
| July 07, 2022 Filed Jul 8, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock | 1,212 | $32.35 | $39,202.14 |
DisclosureSEC source: 0001759655-22-000091 · wf-form4_165731930123474.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,651 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 18, 2021. Read SEC document |
| July 07, 2022 Filed Jul 8, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock | 2,492 | $2.00 | $4,984.00 |
DisclosureSEC source: 0001759655-22-000091 · wf-form4_165731930123474.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 06, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · derivative · entry 10 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,666 Underlying: Common Stock · 20,000 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. F6 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. 26,666 of the stock options are fully vested and exercisable. 4,167 of the stock options will vest on September 8, 2022, 6,667 of the stock options vest on October 29, 2022 and 4,166 of the stock options will vest on September 8, 2023. Read SEC document |
| July 06, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 10 | $31.06 | $310.60 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 8 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,371 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 18, 2021. Read SEC document |
| July 06, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 9,723 | $30.75 | $298,982.25 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 7 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,381 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 18, 2021. Read SEC document |
| July 06, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 6 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,104 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. Read SEC document |
| July 05, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 19,280 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · derivative · entry 9 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,861 Underlying: Common Stock · 19,280 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. F5 · derivative.exercise_date: Reflects stock options to purchase shares of common stock of the Issuer under the Plan. 28,210 of the stock options are fully vested and exercisable. 6,438 of the stock options will vest on October 29, 2022 and 2,493 of the stock options will vest December 4, 2022. Read SEC document |
| July 05, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 100 | $33.42 | $3,342.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 5 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,104 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 18, 2021. 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.