Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Privia Health Group, Inc.PRVA · Entity 1532 | Director | May 22, 2024 | May 23, 2024 |
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 22, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 33,916 |
Reported balance
After 2024-05-22 transaction · row 1
1 source rowRow 1 · 2024-05-22 · Grant · Acquired 11,124 · Balance 33,916 F1: On May 22, 2024, the reporting person received 11,124 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant. |
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectBy Brighton Family, LLC | 5,445,018 |
Reported balance
Holding disclosure · report date 2024-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,445,018 |
Filing footnotes · ownership attribution and instrument terms
F1: On May 22, 2024, the reporting person received 11,124 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2025 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.
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 |
|---|---|---|---|---|---|---|
| October 14, 2022 Filed Oct 17, 2022 20:06 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 30,022 | $33.44 | $1,003,935.68 |
DisclosureSEC source: 0001759655-22-000163 · wf-form4_166603706420177.xml · nonDerivative · entry 1 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Brighton Family, LLC Disclosed balance after: 6,258,506 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.89 to $33.88 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. F3 · ownership.nature: Represents shares of common stock owned by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the common stock owned by Brighton Family, LLC. The reporting persons disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 20:50 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock | 11,715 | $35.04 | $410,493.60 |
DisclosureSEC source: 0001759655-22-000155 · wf-form4_166508941124617.xml · nonDerivative · entry 1 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brighton Family, LLC Disclosed balance after: 6,288,528 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $35.01 to $35.12 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 30, 2022 Filed Oct 4, 2022 20:39 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock | 4,626 | $34.85 | $161,216.10 |
DisclosureSEC source: 0001759655-22-000145 · wf-form4_166491595165825.xml · nonDerivative · entry 2 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brighton Family, LLC Disclosed balance after: 6,300,243 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $34.76 to $35.03 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:39 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock | 44,235 | $34.36 | $1,519,914.60 |
DisclosureSEC source: 0001759655-22-000145 · wf-form4_166491595165825.xml · nonDerivative · entry 1 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Brighton Family, LLC Disclosed balance after: 6,304,869 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $33.76 to $34.75 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 27, 2022 Filed Jun 1, 2022 20:32 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 7,425 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-020423 · doc4.xml · nonDerivative · entry 1 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,034 F1 · shares: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will become fully vested on the first anniversary of the grant date. Read SEC document |
| November 23, 2021 Filed Nov 26, 2021 23:14 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | SaleCommon Stock, $0.01 par value per share | 568,055 | $27.70 | $15,732,283.23 |
DisclosureSEC source: 0000950103-21-018645 · dp162531_4-sullivan.xml · nonDerivative · entry 2 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,349,104 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. F3 · balance_after: Includes 6,917,159 shares of Common Stock received by Brighton Family, LLC in a pro rata distribution of Common Stock by Brighton Health Group Holdings, Inc. to its members on May 11, 2021 less the number of shares sold as reflected in this Form 4. F4 · ownership.nature: Represents Common Stock sold by Brighton Family, LLC. The reporting person is the managing member of Brighton Family, LLC and has sole voting and investment power with respect to the Common Stock held by Brighton Family, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 28, 2021 Filed May 1, 2021 01:37 UTC | Privia Health Group, Inc. PRVA · Entity 1532 | GrantCommon Stock, $0.01 par value per share | 7,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006544 · dp150367_4-sullivan.xml · nonDerivative · entry 1 Sullivan William M · CIK 0001859839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,609 F1 · security: Represents restricted stock units granted under the Issuer's 2021 Omnibus Incentive Plan that will become fully vested on the first anniversary 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.