Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna Holding CoCI · Entity 161580 | Interim Pres., HealthSpring | November 11, 2016 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 5,018 |
Reported balance
Holding disclosure · report date 2016-11-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,018 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.73 · Expires 2023-03-05 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-11-11 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2024-02-26 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-11-11 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2025-02-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-11-11 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2026-03-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2016-11-11 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 135,688 |
Reported balance
After 2026-07-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 76,651 |
Reported balance
After 2026-07-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 130,373 |
Reported balance
After 2026-07-06 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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-derivative | Direct | 68,188 |
Reported balance
After 2026-07-06 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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 2033-08-27 | Direct | 3,328,344 |
Reported balance
After 2026-07-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2033-08-27 | Direct | 3,274,622 |
Reported balance
After 2026-07-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectBy Emerald Family, LLC | 12,487 |
Reported balance
Holding disclosure · report date 2026-07-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,487 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Trust | 11,998 |
Reported balance
Holding disclosure · report date 2026-07-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.