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 |
|---|---|---|---|---|---|---|
| June 21, 2022 Filed Jun 23, 2022 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 42,521 | $29.05 | $1,235,235.05 |
DisclosureSEC source: 0001759655-22-000071 · wf-form4_165601487061281.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,870 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 11, 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 $28.38 to $29.37 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 21, 2022 Filed Jun 23, 2022 20:08 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 60,000 | $2.00 | $120,000.00 |
DisclosureSEC source: 0001759655-22-000071 · wf-form4_165601487061281.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,391 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 06, 2022 Filed Jun 8, 2022 18:55 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 40,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000067 · wf-form4_165471451389961.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,645,692 Underlying: Common Stock · 40,000 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 06, 2022 Filed Jun 8, 2022 18:55 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 40,000 | $25.01 | $1,000,400.00 |
DisclosureSEC source: 0001759655-22-000067 · wf-form4_165471451389961.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.06 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 18:55 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 40,000 | $2.00 | $80,000.00 |
DisclosureSEC source: 0001759655-22-000067 · wf-form4_165471451389961.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,391 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 20, 2022 Filed Apr 22, 2022 16:31 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000054 · wf-form4_165064509268045.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,685,692 Underlying: Common Stock · 20,000 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 |
| April 20, 2022 Filed Apr 22, 2022 16:31 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 20,000 | $27.93 | $558,600.00 |
DisclosureSEC source: 0001759655-22-000054 · wf-form4_165064509268045.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 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 $27.69 to $28.43 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 20, 2022 Filed Apr 22, 2022 16:31 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001759655-22-000054 · wf-form4_165064509268045.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,391 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 |
| March 28, 2022 Filed Mar 31, 2022 00:33 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000038 · wf-form4_164868680700946.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705,692 Underlying: Common Stock · 20,000 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 |
| March 28, 2022 Filed Mar 31, 2022 00:33 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 20,000 | $25.09 | $501,800.00 |
DisclosureSEC source: 0001759655-22-000038 · wf-form4_164868680700946.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.94 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 28, 2022 Filed Mar 31, 2022 00:33 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001759655-22-000038 · wf-form4_164868680700946.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,391 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 |
| February 22, 2022 Filed Feb 24, 2022 18:36 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000023 · wf-form4_164572775715855.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725,692 Underlying: Common Stock · 20,000 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 |
| February 22, 2022 Filed Feb 24, 2022 18:36 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 20,000 | $25.30 | $505,980.00 |
DisclosureSEC source: 0001759655-22-000023 · wf-form4_164572775715855.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.86 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 22, 2022 Filed Feb 24, 2022 18:36 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001759655-22-000023 · wf-form4_164572775715855.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,391 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 |
| February 10, 2022 Filed Feb 14, 2022 19:59 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 5,288 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000019 · wf-form4_164486875463288.xml · derivative · entry 4 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,745,692 Underlying: Common Stock · 5,288 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 |
| February 10, 2022 Filed Feb 14, 2022 19:59 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 188 | $25.02 | $4,703.76 |
DisclosureSEC source: 0001759655-22-000019 · wf-form4_164486875463288.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 2021. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:59 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 5,100 | $25.01 | $127,551.00 |
DisclosureSEC source: 0001759655-22-000019 · wf-form4_164486875463288.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,579 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 11, 2021. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 19:59 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 5,288 | $2.00 | $10,576.00 |
DisclosureSEC source: 0001759655-22-000019 · wf-form4_164486875463288.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,679 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 22, 2021 Filed Dec 23, 2021 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 20,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-21-000046 · wf-form4_164030039631461.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750,980 Underlying: Common Stock · 20,000 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 |
| December 22, 2021 Filed Dec 23, 2021 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 20,000 | $25.14 | $502,720.00 |
DisclosureSEC source: 0001759655-21-000046 · wf-form4_164030039631461.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 11, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.60 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 22, 2021 Filed Dec 23, 2021 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001759655-21-000046 · wf-form4_164030039631461.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,391 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 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 110,104 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000950103-21-018641 · dp162534_4-mehotra.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770,980 Underlying: Common Stock · 110,104 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 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 157,929 | $27.70 | $4,373,843.66 |
DisclosureSEC source: 0000950103-21-018641 · dp162534_4-mehotra.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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 23:00 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 110,104 | $2.00 | $220,208.00 |
DisclosureSEC source: 0000950103-21-018641 · dp162534_4-mehotra.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,320 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 16, 2021 Filed Nov 17, 2021 23:04 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 5,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-21-000042 · wf-form4_163719022835443.xml · derivative · entry 4 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,881,084 Underlying: Common Stock · 5,000 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 16, 2021 Filed Nov 17, 2021 23:04 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 4,500 | $30.77 | $138,483.00 |
DisclosureSEC source: 0001759655-21-000042 · wf-form4_163719022835443.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,216 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 11, 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 $30.44 to $31.07 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 16, 2021 Filed Nov 17, 2021 23:04 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 500 | $29.72 | $14,861.00 |
DisclosureSEC source: 0001759655-21-000042 · wf-form4_163719022835443.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,716 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 11, 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 $29.36 to $29.92 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 16, 2021 Filed Nov 17, 2021 23:04 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 5,000 | $2.00 | $10,000.00 |
DisclosureSEC source: 0001759655-21-000042 · wf-form4_163719022835443.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,216 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 09, 2021 Filed Nov 11, 2021 00:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,500 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000899243-21-044115 · doc4.xml · derivative · entry 4 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886,084 Underlying: Common Stock · 7,500 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 09, 2021 Filed Nov 11, 2021 00:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 500 | $31.58 | $15,791.00 |
DisclosureSEC source: 0000899243-21-044115 · doc4.xml · nonDerivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,216 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 11, 2021. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $31.48 to $31.79 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 09, 2021 Filed Nov 11, 2021 00:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 7,000 | $30.92 | $216,412.00 |
DisclosureSEC source: 0000899243-21-044115 · doc4.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,716 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 11, 2021. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $30.46 to $31.43 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 |
| November 09, 2021 Filed Nov 11, 2021 00:11 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 7,500 | $2.00 | $15,000.00 |
DisclosureSEC source: 0000899243-21-044115 · doc4.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,716 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 02, 2021 Filed Nov 4, 2021 23:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 5,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043075 · doc4.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,893,584 Underlying: Common Stock · 5,000 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 02, 2021 Filed Nov 4, 2021 23:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 5,000 | $25.51 | $127,560.00 |
DisclosureSEC source: 0000899243-21-043075 · doc4.xml · nonDerivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,216 F2 · 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 11, 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 $25.24 to $25.74 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 02, 2021 Filed Nov 4, 2021 23:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | Exercise / conversionCommon Stock, $0.01 par value per share | 5,000 | $2.00 | $10,000.00 |
DisclosureSEC source: 0000899243-21-043075 · doc4.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,216 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 · balance_after: Includes 47,825 shares of common stock, par value $0.01 per share (the "Common Stock"), of Privia Health Group, Inc. received by the reporting person in a pro rata distribution of Common Stock by Brighton Health Group Holdings, Inc. to its members on May 11, 2021. Read SEC document |
| September 24, 2021 Filed Feb 14, 2022 14:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GiftStock Option (Right to Purchase) · Derivative | 104,216 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000017 · wf-form5_164485058322826.xml · derivative · entry 4 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By the Parth Mehrotra 2021 Trust Disclosed balance after: 104,216 Underlying: Common Stock · 104,216 shares Expires 2035-09-07 F1 · kind: On September 24, 2021, the reporting person transferred options to purchase shares of the Issuer's common stock to a trust of which the spouse of the reporting person is trustee. The reporting person's spouse and children are the sole beneficiaries of the trust. F2 · derivative.exercise_date: All of the transferred stock options are fully vested and exercisable. Read SEC document |
| September 24, 2021 Filed Feb 14, 2022 14:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GiftStock Option (Right to Purchase) · Derivative | 339,197 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000017 · wf-form5_164485058322826.xml · derivative · entry 3 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By the Parth Mehrotra 2021 Trust Disclosed balance after: 339,197 Underlying: Common Stock · 339,197 shares Expires 2034-12-04 F1 · kind: On September 24, 2021, the reporting person transferred options to purchase shares of the Issuer's common stock to a trust of which the spouse of the reporting person is trustee. The reporting person's spouse and children are the sole beneficiaries of the trust. F2 · derivative.exercise_date: All of the transferred stock options are fully vested and exercisable. Read SEC document |
| September 24, 2021 Filed Feb 14, 2022 14:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GiftStock Option (Right to Purchase) · Derivative | 104,216 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000017 · wf-form5_164485058322826.xml · derivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,478 Underlying: Common Stock · 104,216 shares Expires 2035-09-07 F1 · kind: On September 24, 2021, the reporting person transferred options to purchase shares of the Issuer's common stock to a trust of which the spouse of the reporting person is trustee. The reporting person's spouse and children are the sole beneficiaries of the trust. F2 · derivative.exercise_date: All of the transferred stock options are fully vested and exercisable. F4 · balance_after: 34,739 of the stock options will vest and become exercisable on the 12 month anniversary of the Issuer's initial public offering and 34,739 of the stock options will vest and become exercisable on the 18 month anniversary of the Issuer's initial public offering. Read SEC document |
| September 24, 2021 Filed Feb 14, 2022 14:56 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GiftStock Option (Right to Purchase) · Derivative | 339,197 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001759655-22-000017 · wf-form5_164485058322826.xml · derivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,906 Underlying: Common Stock · 339,197 shares Expires 2034-12-04 F1 · kind: On September 24, 2021, the reporting person transferred options to purchase shares of the Issuer's common stock to a trust of which the spouse of the reporting person is trustee. The reporting person's spouse and children are the sole beneficiaries of the trust. F2 · derivative.exercise_date: All of the transferred stock options are fully vested and exercisable. F3 · balance_after: 139,330 of the stock options are fully vested and exercisable. 46,445 of the stock options will vest and become exercisable on December 4, 2022, 113,065 of the stock options will vest and become exercisable on the 12 month anniversary of the Issuer's initial public offering and 113,067 of the stock options will vest and become exercisable on the 18 month anniversary of the Issuer's initial public offering. Read SEC document |
| April 28, 2021 Filed May 1, 2021 01:40 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantStock Option (Right to Purchase) · Derivative | 437,481 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006548 · dp150373_4-mehotra.xml · derivative · entry 2 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,260,862 Underlying: Common Stock · 437,481 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 01:40 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 97,391 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006548 · dp150373_4-mehotra.xml · nonDerivative · entry 1 Mehrotra Parth · CIK 0001858398 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,391 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.