Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Privia Health Group, Inc.PRVA · Entity 1532 | Director · Chief Executive Officer | May 11, 2026 | May 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Privia Health Group, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 434,357 |
Ending reported balance
After 2026-05-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-11 · Sale · Disposed 105,439 · Balance 450,004 F1: Certain of the sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and certain of the sales represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.28 to $23.10 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. Row 2 · 2026-05-12 · Sale · Disposed 15,647 · Balance 434,357 F3: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person |
Filing footnotes · ownership attribution and instrument terms
F1: Certain of the sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and certain of the sales represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units.
F2: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.28 to $23.10 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person
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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 13, 2026 23:40 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 15,647 | $22.64 | $354,248.08 |
DisclosureSEC source: 0001759655-26-000030 · wk-form4_1778715628.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 434,357 F3 · 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 11, 2026 Filed May 13, 2026 23:40 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 105,439 | $22.55 | $2,377,649.45 |
DisclosureSEC source: 0001759655-26-000030 · wk-form4_1778715628.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 450,004 F1 · kind: Certain of the sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person and certain of the sales represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $22.28 to $23.10 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 |
| March 16, 2026 Filed Mar 18, 2026 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 26,509 | $22.11 | $586,113.99 |
DisclosureSEC source: 0001858398-26-000006 · wk-form4_1773864398.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 555,443 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:16 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 27,229 | $21.52 | $585,968.08 |
DisclosureSEC source: 0001858398-26-000004 · wk-form4_1773692191.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,952 F1 · kind: The sales 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 performance stock units. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:16 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 26,763 | $21.90 | $586,109.70 |
DisclosureSEC source: 0001858398-26-000004 · wk-form4_1773692191.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609,181 F1 · kind: The sales 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 performance stock units. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 21:47 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 171,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 635,944 F4 · shares: Vesting and distribution to reporting person of 141,948 shares underlying performance stock units that were granted on May 9, 2023, and 29,956 shares underlying performance stock units that were granted on July 1, 2023, in both cases for the performance period 2023-2025. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:47 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 141,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 464,040 F3 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 21:47 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 21,097 | $22.71 | $479,112.87 |
DisclosureSEC source: 0001858398-26-000002 · wk-form4_1773352051.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 322,698 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 $22.27 to $23.23 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 |
| March 09, 2026 Filed Mar 10, 2026 20:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 18,865 | $22.84 | $430,876.60 |
DisclosureSEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 4 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 343,795 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 20:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 1,219 | $23.37 | $28,488.03 |
DisclosureSEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 362,660 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan 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 $23.35 to $23.41 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 |
| March 09, 2026 Filed Mar 10, 2026 20:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 21,915 | $22.84 | $500,538.60 |
DisclosureSEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 363,879 F2 · 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 $22.35 to $23.34 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 |
| March 06, 2026 Filed Mar 10, 2026 20:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 21,440 | $23.15 | $496,336.00 |
DisclosureSEC source: 0001759655-26-000018 · wk-form4_1773172935.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 385,794 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| May 13, 2025 Filed May 14, 2025 22:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 15,909 | $24.52 | $390,088.68 |
DisclosureSEC source: 0001759655-25-000054 · wk-form4_1747260346.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 407,234 F2 · shares: This transaction occurred 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 $24.23 to $24.91 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 12, 2025 Filed May 14, 2025 22:05 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 13,773 | $24.99 | $344,187.27 |
DisclosureSEC source: 0001759655-25-000054 · wk-form4_1747260346.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 423,143 F1 · shares: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to a sell to cover transaction to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:58 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 17,365 | $23.08 | $400,784.20 |
DisclosureSEC source: 0001759655-25-000041 · wk-form4_1746219501.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 436,916 F2 · shares: This transaction occurred pursuant to a 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 $22.87 to $23.43 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| April 30, 2025 Filed May 2, 2025 20:58 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 15,100 | $23.33 | $352,283.00 |
DisclosureSEC source: 0001759655-25-000041 · wk-form4_1746219501.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 454,281 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 |
| March 12, 2025 Filed Mar 14, 2025 20:10 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 10,514 | $24.03 | $252,651.42 |
DisclosureSEC source: 0001759655-25-000035 · wk-form4_1741983038.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 469,381 F1 · kind: This transaction occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 21:09 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 9,294 | $23.88 | $221,940.72 |
DisclosureSEC source: 0001759655-25-000032 · wk-form4_1741813771.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 479,895 F1 · kind: The sales reported in this Form 4 represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:09 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 9,640 | $24.53 | $236,469.20 |
DisclosureSEC source: 0001759655-25-000032 · wk-form4_1741813771.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,189 F1 · kind: The sales reported in this Form 4 represent a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to "sell to cover" transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 13:35 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 133,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-25-000024 · wk-form4_1741354552.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,829 F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 16,144 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 13 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value per share · 16,144 shares Expires 2035-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 52,546 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 12 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value per share · 52,546 shares Expires 2034-12-04 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 48,645 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 11 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $0.01 par value per share · 48,645 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 16,144 | $2.00 | $32,288.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 7 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 365,106 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 52,546 | $2.00 | $105,092.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 6 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 348,962 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| September 11, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 48,645 | $2.00 | $97,290.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 5 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 296,416 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 18,595 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 10 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,144 Underlying: Common Stock, $0.01 par value per share · 18,595 shares Expires 2035-09-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 60,520 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 9 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,546 Underlying: Common Stock, $0.01 par value per share · 60,520 shares Expires 2034-12-04 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 56,027 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · derivative · entry 8 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,645 Underlying: Common Stock, $0.01 par value per share · 56,027 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 135,142 | $18.50 | $2,500,127.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 4 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 247,771 F1 · kind: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held 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 $18.37 to $18.73 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 |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 18,595 | $2.00 | $37,190.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 382,913 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 60,520 | $2.00 | $121,040.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 364,318 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:30 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 56,027 | $2.00 | $112,054.00 |
DisclosureSEC source: 0001759655-24-000125 · wk-form4_1726176646.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 303,798 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: These transactions occurred pursuant to a 10b5-1 trading plan previously adopted by the reporting person. The sale was made to cover the payment of the exercise price and tax obligations related to the exercise of stock options, with the balance of the shares acquired upon exercise continuing to be held by the reporting person. Read SEC document |
| May 10, 2024 Filed May 13, 2024 20:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 13,869 | $17.88 | $247,977.72 |
DisclosureSEC source: 0001759655-24-000056 · wk-form4_1715630553.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,771 F1 · kind: The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:23 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 12,219 | $18.42 | $225,073.98 |
DisclosureSEC source: 0001759655-24-000043 · wk-form4_1714685012.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,640 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 |
| March 08, 2024 Filed Mar 15, 2024 21:07 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 119,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-24-000031 · wk-form4_1710536865.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,859 F1 · shares: Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Additional Remarks Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 31,744 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000183 · wk-form4_1691009795.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 104,672 Underlying: Common Stock · 31,744 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. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 31,744 | $28.03 | $889,784.32 |
DisclosureSEC source: 0001759655-23-000183 · wk-form4_1691009795.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,974 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 15, 2022. 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 $28.10 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 31, 2023 Filed Aug 2, 2023 20:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 31,744 | $2.00 | $63,488.00 |
DisclosureSEC source: 0001759655-23-000183 · wk-form4_1691009795.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,718 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 12,414 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000173 · wk-form4_1689975744.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 136,416 Underlying: Common Stock · 12,414 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. F3 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 12,414 | $28.06 | $348,336.84 |
DisclosureSEC source: 0001759655-23-000173 · wk-form4_1689975744.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 153,974 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 15, 2022. 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 $28.20 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 19, 2023 Filed Jul 21, 2023 21:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 12,414 | $2.00 | $24,828.00 |
DisclosureSEC source: 0001759655-23-000173 · wk-form4_1689975744.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 166,388 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:27 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 15,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000148 · wk-form4_1688588830.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,974 F1 · shares: On July 1, 2023, the reporting person received 15,571 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 91,605 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · derivative · entry 6 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 148,830 Underlying: Common Stock · 91,605 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. F4 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 91,605 | $28.36 | $2,597,917.80 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · nonDerivative · entry 4 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 138,457 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 15, 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 $28.00 to $28.56 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 09, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 91,605 | $2.00 | $183,210.00 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 230,062 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 08, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 8,395 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · derivative · entry 5 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 240,435 Underlying: Common Stock · 8,395 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. F4 · derivative.exercise_date: All stock options are fully vested and exercisable. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 8,395 | $28.00 | $235,060.00 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 138,457 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 15, 2022. 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 $28.01 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 08, 2023 Filed Jun 12, 2023 20:42 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 8,395 | $2.00 | $16,790.00 |
DisclosureSEC source: 0001759655-23-000127 · wk-form4_1686602539.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,852 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 |
| May 15, 2023 Filed Jun 16, 2023 21:02 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GiftStock Option (Right to Purchase) · Derivative | 437,481 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001759655-23-000133 · wk-form4_1686949334.xml · derivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By the Jaya Mehrotra 2021 Trust Disclosed balance after: 437,481 Underlying: Common Stock · 437,481 shares Expires 2031-04-29 F1 · kind: On May 15, 2023, the reporting person transferred options to purchase shares of the Issuer's common stock to a trust of which the reporting person is the trustee. The reporting person is the Trustee and his children are beneficiaries. F2 · derivative.exercise_date: 145,827 of the stock options are fully vested and exercisable. 145,827 of the stock options will vest and become exercisable on April 29, 2024, and 145,827 of the stock options will vest and become exercisable on April 29, 2025. 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.