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 05, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 500 | $32.21 | $16,105.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 4 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,204 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. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.08 to $32.40 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 |
| 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 | 1,100 | $31.35 | $34,485.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,704 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 $31.03 to $31.97 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 05, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 17,580 | $30.63 | $538,475.40 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,804 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 $30.00 to $30.97 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 05, 2022 Filed Jul 7, 2022 22:28 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 19,280 | $2.00 | $38,560.00 |
DisclosureSEC source: 0001759655-22-000089 · wf-form4_165723292024937.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,384 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 |
| June 28, 2022 Filed Jun 30, 2022 18:35 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 32 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000080 · wf-form4_165661413077757.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,141 Underlying: Common Stock · 32 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. 28,242 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 on December 4, 2022. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 18:35 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 32 | $30.00 | $960.00 |
DisclosureSEC source: 0001759655-22-000080 · wf-form4_165661413077757.xml · nonDerivative · entry 2 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 |
| June 28, 2022 Filed Jun 30, 2022 18:35 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 32 | $2.00 | $64.00 |
DisclosureSEC source: 0001759655-22-000080 · wf-form4_165661413077757.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,136 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 |
| April 01, 2022 Filed Apr 5, 2022 12:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantStock Option (Right to Purchase) · Derivative | 64,882 | $0.00 Strike: $26.73 | $0.00 |
DisclosureSEC source: 0001759655-22-000050 · wf-form4_164916320399046.xml · derivative · entry 2 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,882 Underlying: Common Stock · 64,882 shares Expires 2032-04-01 F2 · derivative.exercise_date: On April 1, 2022, the reporting person received 64,882 stock options under the Issuer's 2021 Omnibus Incentive Plan. The stock options will vest in substantially equal annual installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 12:53 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 48,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000050 · wf-form4_164916320399046.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,104 F1 · shares: On April 1, 2022, the reporting person received 48,833 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, third and fourth anniversaries of the grant date. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:24 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 21,554 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000005 · wf-form4_164159063368919.xml · derivative · entry 3 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,774 Underlying: Common Stock · 21,554 shares Expires 2029-03-31 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: These stock options to purchase shares of common stock of the Issuer were granted under the Second Amended and Restated PH Group Parent Corp. Stock Option Plan. 62,508 of the stock options are fully vested and exercisable. The remaining stock options vest as follows: 10,778 vest on April 1, 2022, 17,244 vest on April 29, 2022 and 17,244 vest on October 29, 2022. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 21:24 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 16,391 | $25.53 | $418,429.45 |
DisclosureSEC source: 0001759655-22-000005 · wf-form4_164159063368919.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,989 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 $25.00 to $25.96 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 |
| January 05, 2022 Filed Jan 7, 2022 21:24 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 21,554 | $2.00 | $43,108.00 |
DisclosureSEC source: 0001759655-22-000005 · wf-form4_164159063368919.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,380 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 |
| December 22, 2021 Filed Dec 23, 2021 23:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 25,000 | $25.04 | $625,925.00 |
DisclosureSEC source: 0001759655-21-000048 · wf-form4_164030049716295.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,826 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 $25.00 to $25.05 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 05, 2021 Filed Nov 9, 2021 23:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 801 | $28.02 | $22,440.82 |
DisclosureSEC source: 0000899243-21-043667 · doc4.xml · nonDerivative · entry 2 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,826 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 $27.97 to $28.06 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 05, 2021 Filed Nov 9, 2021 23:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 27,278 | $27.37 | $746,489.75 |
DisclosureSEC source: 0000899243-21-043667 · doc4.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,627 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 $26.96 to $27.95 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 28, 2021 Filed May 1, 2021 01:44 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantStock Option (Right to Purchase) · Derivative | 102,534 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006552 · dp150374_4-mountcastle.xml · derivative · entry 2 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,612 Underlying: Common Stock · 102,534 shares Expires not disclosed F2 · derivative.exercise_date: Represents stock options granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. The stock options will expire on the tenth anniversary of the grant date. F2 · derivative.expiration_date: Represents stock options granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. The stock options will expire on the tenth anniversary of the grant date. Read SEC document |
| April 28, 2021 Filed May 1, 2021 01:44 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 22,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006552 · dp150374_4-mountcastle.xml · nonDerivative · entry 1 Mountcastle David · CIK 0001858396 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,905 F1 · security: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. 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.