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person · Reporting owner

Morris Matthew Shawn

Disclosed activity across 2 companies

Tapewire entity
31666
SEC CIK
0001401958

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Cigna Holding CoCI · Entity 161580Interim Pres., HealthSpringNovember 11, 2016November 21, 2016

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.

Cigna Holding Co

Report date November 11, 2016 · Filed November 21, 2016

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $.25 Par ValueSEC Table I · non-derivativeDirect5,018 Reported balance Holding disclosure · report date 2016-11-11 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 5,018

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.73 · Expires 2023-03-05DirectNot disclosed Reported balance Holding disclosure · report date 2016-11-11 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance Not disclosed

F1: This option is fully vested.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.04 · Expires 2024-02-26DirectNot disclosed Reported balance Holding disclosure · report date 2016-11-11 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance Not disclosed

F2: This option vests in three equal annual installments. The first installment became exercisable on February 26, 2015, the second installment became exercisable on February 26, 2016, and the last installment becomes exercisable on February 26, 2017.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $120.90 · Expires 2025-02-25DirectNot disclosed Reported balance Holding disclosure · report date 2016-11-11 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance Not disclosed

F3: This option vests in three equal annual installments. The first installment became exercisable on February 25, 2016, and the next two installments become exercisable on February 25, 2017 and February 25, 2018.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $139.22 · Expires 2026-03-01DirectNot disclosed Reported balance Holding disclosure · report date 2016-11-11 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance Not disclosed

F4: This option vests in three equal annual installments beginning March 1, 2017.

Filing footnotes · ownership attribution and instrument terms

F1: This option is fully vested.

F2: This option vests in three equal annual installments. The first installment became exercisable on February 26, 2015, the second installment became exercisable on February 26, 2016, and the last installment becomes exercisable on February 26, 2017.

F3: This option vests in three equal annual installments. The first installment became exercisable on February 25, 2016, and the next two installments become exercisable on February 25, 2017 and February 25, 2018.

F4: This option vests in three equal annual installments beginning March 1, 2017.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Privia Health Group, Inc.

Report date July 02, 2026 · Filed July 07, 2026

Section 16 reporting ended · disclosed 2026-07-07. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $0.01 per shareSEC Table I · non-derivativeDirect135,688 Reported balance After 2026-07-02 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-07-02 · Exercise / conversion · Acquired 59,037 · Balance 135,688

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Common Stock, par value $0.01 per shareSEC Table I · non-derivativeDirect76,651 Reported balance After 2026-07-02 transaction · row 2 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 2 · 2026-07-02 · Sale · Disposed 59,037 · Balance 76,651

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously 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 $26.90 to $27.53 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, par value $0.01 per shareSEC Table I · non-derivativeDirect130,373 Reported balance After 2026-07-06 transaction · row 3 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 3 · 2026-07-06 · Exercise / conversion · Acquired 53,722 · Balance 130,373

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

Common Stock, par value $0.01 per shareSEC Table I · non-derivativeDirect68,188 Reported balance After 2026-07-06 transaction · row 4 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 4 · 2026-07-06 · Sale · Disposed 53,722 · Balance 68,188

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.09 to $27.39 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.

F4: Reflects the forfeiture of 8,463 unvested restricted stock units granted on May 20, 2026 under the Issuer's 2021 Omnibus Incentive Plan.

Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2033-08-27Direct3,328,344 Reported balance After 2026-07-02 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-07-02 · Exercise / conversion · Disposed 59,037 · Balance 3,328,344

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F5: All of the stock options are fully vested and exercisable.

Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2033-08-27Direct3,274,622 Reported balance After 2026-07-06 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2026-07-06 · Exercise / conversion · Disposed 53,722 · Balance 3,274,622

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.

F5: All of the stock options are fully vested and exercisable.

Common Stock, par value $0.01 per shareSEC Table I · non-derivativeIndirectBy Emerald Family, LLC12,487 Reported balance Holding disclosure · report date 2026-07-02 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 12,487

Common Stock, par value $0.01 per shareSEC Table I · non-derivativeIndirectBy Trust11,998 Reported balance Holding disclosure · report date 2026-07-02 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 11,998

Filing footnotes · ownership attribution and instrument terms

F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously 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 $26.90 to $27.53 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.09 to $27.39 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.

F4: Reflects the forfeiture of 8,463 unvested restricted stock units granted on May 20, 2026 under the Issuer's 2021 Omnibus Incentive Plan.

F5: All of the stock options are fully vested and exercisable.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 06, 2026 Filed Jul 7, 2026 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 53,722 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,274,622

Underlying: Common Stock, par value $0.01 per share · 53,722 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 06, 2026 Filed Jul 7, 2026 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 53,722 $27.24 $1,463,387.28
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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 $27.09 to $27.39 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.

F4 · balance_after: Reflects the forfeiture of 8,463 unvested restricted stock units granted on May 20, 2026 under the Issuer's 2021 Omnibus Incentive Plan.

Read SEC document
July 06, 2026 Filed Jul 7, 2026 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 53,722 $2.00 $107,444.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 130,373

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

Read SEC document
July 02, 2026 Filed Jul 7, 2026 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 59,037 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,328,344

Underlying: Common Stock, par value $0.01 per share · 59,037 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 02, 2026 Filed Jul 7, 2026 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 59,037 $27.33 $1,613,481.21
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

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 $26.90 to $27.53 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 16:08 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 59,037 $2.00 $118,074.00
Disclosure

SEC source: 0001401958-26-000010 · wk-form4_1783454906.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,688

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 82,675 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · derivative · entry 9

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,387,381

Underlying: Common Stock, par value $0.01 per share · 82,675 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 37,041 $26.93 $997,514.13
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.81 to $27.09 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 45,634 $26.52 $1,210,213.68
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 113,692

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 $25.81 to $26.80 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 01, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 82,675 $2.00 $165,350.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 159,326

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
June 30, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 52,823 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,470,056

Underlying: Common Stock, par value $0.01 per share · 52,823 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F5 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 52,823 $25.72 $1,358,607.56
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

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 $25.15 to $26.03 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

Read SEC document
June 30, 2026 Filed Jul 2, 2026 20:04 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 52,823 $2.00 $105,646.00
Disclosure

SEC source: 0001759655-26-000053 · wk-form4_1783022659.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 129,474

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
June 29, 2026 Filed Jun 30, 2026 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 63,212 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,522,879

Underlying: Common Stock, par value $0.01 per share · 63,212 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: 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
June 29, 2026 Filed Jun 30, 2026 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 63,212 $25.33 $1,601,159.96
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

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 $25.14 to $25.67 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 29, 2026 Filed Jun 30, 2026 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 63,212 $2.00 $126,424.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,863

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.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
June 26, 2026 Filed Jun 30, 2026 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 88,110 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,586,091

Underlying: Common Stock, par value $0.01 per share · 88,110 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: 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
June 26, 2026 Filed Jun 30, 2026 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 88,110 $25.33 $2,231,826.30
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 76,651

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 $24.98 to $25.70 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 20:09 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 88,110 $2.00 $176,220.00
Disclosure

SEC source: 0001759655-26-000048 · wk-form4_1782850154.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 164,761

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 20, 2026 Filed May 22, 2026 12:25 UTC Privia Health Group, Inc. PRVA · Entity 1532 GrantCommon Stock, par value $0.01 per share 8,463 $0.00 $0.00
Disclosure

SEC source: 0001759655-26-000039 · wk-form4_1779452714.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,651

F1 · shares: On May 20, 2026, the reporting person received 8,463 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2027 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
May 04, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 1,017 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,674,201

Underlying: Common Stock, par value $0.01 per share · 1,017 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F4 · derivative.exercise_date: All stock options are fully vested and exercisable.

Read SEC document
May 04, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 1,017 $24.96 $25,384.32
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $24.98 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 04, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 1,017 $2.00 $2,034.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,205

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: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

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May 01, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 17,096 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,675,218

Underlying: Common Stock, par value $0.01 per share · 17,096 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F4 · derivative.exercise_date: All stock options are fully vested and exercisable.

Read SEC document
May 01, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 17,096 $24.99 $427,229.04
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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 $24.95 to $25.15 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.

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May 01, 2026 Filed May 5, 2026 22:10 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 17,096 $2.00 $34,192.00
Disclosure

SEC source: 0001759655-26-000020 · wk-form4_1778019036.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 85,284

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: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 16,550 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · derivative · entry 8

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,692,314

Underlying: Common Stock, par value $0.01 per share · 16,550 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
February 27, 2026 Filed Mar 2, 2026 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 16,550 $25.00 $413,750.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.15 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 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 16,550 $2.00 $33,100.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 3

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 84,738

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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 7,788 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,708,864

Underlying: Common Stock, par value $0.01 per share · 7,788 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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

F4 · derivative.exercise_date: All of the stock options are fully vested and exercisable.

Read SEC document
February 26, 2026 Filed Mar 2, 2026 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 7,788 $24.99 $194,622.12
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.13 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 22:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 7,788 $2.00 $15,576.00
Disclosure

SEC source: 0001401958-26-000003 · wk-form4_1772490197.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,976

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: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.

Read SEC document
December 12, 2025 Filed Dec 16, 2025 21:38 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 13,647 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · derivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,716,652

Underlying: Common Stock, par value $0.01 per share · 13,647 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: 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 21:38 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 13,647 $25.01 $341,311.47
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · nonDerivative · entry 2

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 68,188

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 $24.95 to $25.105 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 21:38 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionCommon Stock, par value $0.01 per share 13,647 $2.00 $27,294.00
Disclosure

SEC source: 0001401958-25-000004 · wk-form4_1765921088.xml · nonDerivative · entry 1

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 81,835

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 21, 2025 Filed May 23, 2025 20:57 UTC Privia Health Group, Inc. PRVA · Entity 1532 GrantCommon Stock, par value $0.01 per share 8,396 $0.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,188

F1 · shares: On May 21, 2025, the reporting person received 8,396 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.

Read SEC document
April 30, 2025 Filed May 2, 2025 21:00 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 10,309 $23.33 $240,508.97
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,792

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftStock Option (Right to Purchase) · Derivative 89,319 $0.00 Strike: $23.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 89,319

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

Expires 2031-04-29

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

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftStock Option (Right to Purchase) · Derivative 89,319 $0.00 Strike: $23.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 92,964

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

Expires 2031-04-29

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

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftStock Option (Right to Purchase) · Derivative 154,676 $0.00 Strike: $2.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 154,676

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

Expires 2033-08-27

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

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftStock Option (Right to Purchase) · Derivative 154,676 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-24-000123 · wk-form4_1724445147.xml · derivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 160,990

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

Expires 2033-08-27

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

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftCommon Stock, par value $0.01 per share 11,998 $0.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 11,998

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

Read SEC document
August 21, 2024 Filed Aug 23, 2024 20:32 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftCommon Stock, par value $0.01 per share 11,998 $0.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 12,487

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

Read SEC document
April 30, 2024 Filed May 2, 2024 21:19 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, par value $0.01 per share 11,059 $18.42 $203,706.78
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,101

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

Read SEC document
December 15, 2023 Filed Dec 19, 2023 21:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftCommon Stock, par value $0.01 per share · Derivative 89,318 $0.00 Strike: $23.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 182,283

Underlying: Common Stock · 89,318 shares

Expires 2031-04-29

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

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

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

Read SEC document
December 15, 2023 Filed Dec 19, 2023 21:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftStock Option (Right to Purchase) · Derivative 154,676 $0.00 Strike: $2.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 315,666

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

Expires 2033-08-27

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

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

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

Read SEC document
December 15, 2023 Filed Dec 19, 2023 21:23 UTC Privia Health Group, Inc. PRVA · Entity 1532 GiftCommon Stock, par value $0.01 per share 11,997 $0.00 $0.00
Disclosure

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

Morris Matthew Shawn · CIK 0001401958 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Emerald Family, LLC

Disclosed balance after: 24,485

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

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

Read SEC document
June 13, 2023 Filed Jun 14, 2023 20:39 UTC Privia Health Group, Inc. PRVA · Entity 1532 Exercise / conversionStock Option (Right to Purchase) · Derivative 173,633 $0.00 Strike: $2.00 $0.00
Disclosure

SEC source: 0001759655-23-000131 · wk-form4_1686775168.xml · derivative · entry 7

Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,045,965

Underlying: Common Stock · 173,633 shares

Expires 2033-08-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: All stock options are fully vested and exercisable.

Read SEC document
June 13, 2023 Filed Jun 14, 2023 20:39 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, $0.01 par value per share 10,531 $29.18 $307,294.58
Disclosure

SEC source: 0001759655-23-000131 · wk-form4_1686775168.xml · nonDerivative · entry 5

Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,645

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

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.03 to $29.40 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
June 13, 2023 Filed Jun 14, 2023 20:39 UTC Privia Health Group, Inc. PRVA · Entity 1532 SaleCommon Stock, $0.01 par value per share 163,102 $28.55 $4,656,562.10
Disclosure

SEC source: 0001759655-23-000131 · wk-form4_1686775168.xml · nonDerivative · entry 4

Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,176

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

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.01 to $28.98 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.