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 07, 2022 Filed Jul 11, 2022 20:26 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 68,912 | $33.24 | $2,290,634.88 |
DisclosureSEC source: 0001759655-22-000096 · wf-form4_165757118885230.xml · nonDerivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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 26, 2021, as amended on November 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.5432.65 to $33.59 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 20:26 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 68,912 | $2.00 | $137,824.00 |
DisclosureSEC source: 0001759655-22-000096 · wf-form4_165757118885230.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,651 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 77,534 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · derivative · entry 8 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,393,243 Underlying: Common Stock · 77,534 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. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 50,086 | $29.68 | $1,486,502.39 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 6 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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 26, 2021, as amended on November 18, 2021. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.32 to $29.99 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 27,448 | $28.93 | $793,933.40 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 5 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,825 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 26, 2021, as amended on November 18, 2021. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.32 to $29.31 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 23, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 77,534 | $2.00 | $155,068.00 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 4 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,273 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 69,843 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · derivative · entry 7 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,470,777 Underlying: Common Stock · 69,843 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. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 5,522 | $29.65 | $163,743.87 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 3 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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 26, 2021, as amended on November 18, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.54 to $29.88 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 22, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 64,321 | $29.12 | $1,873,091.84 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,261 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 26, 2021, as amended on November 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.54 to $29.53 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 |
| June 22, 2022 Filed Jun 24, 2022 18:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 69,843 | $2.00 | $139,686.00 |
DisclosureSEC source: 0001759655-22-000074 · wf-form4_165609379939238.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,582 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 23:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 339,062 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000950103-21-018642 · dp162533_4-morris.xml · derivative · entry 3 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,540,620 Underlying: Common Stock · 339,062 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. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 23:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 339,062 | $27.70 | $9,390,322.09 |
DisclosureSEC source: 0000950103-21-018642 · dp162533_4-morris.xml · nonDerivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 F1 · kind: This sale was effected pursuant to a public secondary offering of shares of common stock, par value $0.01 per share (the "Common Stock"), of Privia Health Group, Inc. on November 23, 2021. F2 · price: This amount represents the $29.00 secondary public offering price per share of Common Stock of Privia Health Group, Inc., less the underwriting discount of $1.305 per share. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 23:03 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 339,062 | $2.00 | $678,124.00 |
DisclosureSEC source: 0000950103-21-018642 · dp162533_4-morris.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 23:18 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 29,228 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000950103-21-018497 · dp162437_4-morris.xml · derivative · entry 3 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,879,682 Underlying: Common Stock · 29,228 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. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 23:18 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 29,228 | $28.12 | $821,891.36 |
DisclosureSEC source: 0000950103-21-018497 · dp162437_4-morris.xml · nonDerivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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 26, 2021, as amended on November 18, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.00 to $28.62 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 23:18 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 29,228 | $2.00 | $58,456.00 |
DisclosureSEC source: 0000950103-21-018497 · dp162437_4-morris.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,967 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,200 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043521 · doc4.xml · derivative · entry 3 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,908,910 Underlying: Common Stock · 1,200 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. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 1,200 | $28.07 | $33,687.24 |
DisclosureSEC source: 0000899243-21-043521 · doc4.xml · nonDerivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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 26, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.00 to $28.16 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| November 04, 2021 Filed Nov 9, 2021 01:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 1,200 | $2.00 | $2,400.00 |
DisclosureSEC source: 0000899243-21-043521 · doc4.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,939 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2021 Filed May 1, 2021 01:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantStock Option (Right to Purchase) · Derivative | 546,851 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006550 · dp150366_4-morris.xml · derivative · entry 2 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,456,961 Underlying: Common Stock · 546,851 shares Expires not disclosed F2 · derivative.exercise_date: Represents stock options granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. The stock options will expire on the tenth anniversary of the grant date. F2 · derivative.expiration_date: Represents stock options granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. The stock options will expire on the tenth anniversary of the grant date. Read SEC document |
| April 28, 2021 Filed May 1, 2021 01:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 121,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006550 · dp150366_4-morris.xml · nonDerivative · entry 1 Morris Matthew Shawn · CIK 0001401958 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 F1 · security: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the second, third and fourth anniversaries of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.