Welcome to our dedicated page for Privia Health Group SEC filings (Ticker: PRVA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Privia Health Group, Inc. files SEC reports that document its physician enablement business, operating results, governance and public-company capital structure. Its 8-K reports commonly furnish quarterly and annual financial releases, including revenue, care margin, platform contribution, adjusted EBITDA, guidance, value-based risk arrangements and provider-network growth.
Proxy and other material-event filings cover board and committee governance, shareholder voting matters, material agreements, risk factors, regulatory disclosures and other updates tied to a Delaware corporation listed on Nasdaq under PRVA.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 17,929,937 shares of Privia Health Group, Inc. common stock, representing 14.2% of the class. BlackRock reports sole voting power over 17,744,673 shares and sole dispositive power over 17,929,937 shares.
The filing notes that certain business units of BlackRock collectively hold these securities, and that iShares Core S&P Small-Cap ETF has an interest in more than five percent of Privia Health Group’s outstanding common stock.
Privia Health Group, Inc. executive vice president and chief financial officer David Mountcastle reported an open-market sale of 21,275 shares of common stock at a weighted average price of $27.67 per share, with individual sale prices ranging from $27.50 to $27.80. The sales were effected pursuant to a Rule 10b5-1 trading plan. Following the transaction, Mountcastle directly holds 164,853 shares, and an additional 8,695 shares are held indirectly by his spouse.
PRVA reporting person David Mountcastle sold common shares on multiple dates and filed related Form 144 notices. The excerpt lists executed sales: 7,179 shares on 05/01/2026 for $179,680.74; 1,206 shares on 05/04/2026 for $30,150.00; 3,385 shares on 05/11/2026 for $76,512.85; 17,196 shares on 06/26/2026 for $433,036.65; 24,734 shares on 07/02/2026 for $680,187.50; and 600 shares on 07/07/2026 for $16,539.00.
Privia Health Group, Inc. executive VP and chief financial officer David Mountcastle reported an open-market sale of 600 shares of common stock at a weighted average price of $27.57 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person.
After this transaction, he holds 186,128 shares directly and 8,695 shares indirectly through his spouse, according to the filing.
Privia Health Group, Inc. announced that Shawn Morris resigned from its Board of Directors and from the Board’s Compliance Committee, effective July 6, 2026. The company states that his departure is not due to any disagreement regarding operations, policies, or practices.
The Board and the company thank Mr. Morris for his dedicated service and contributions during his tenure. The filing is signed on behalf of Privia Health Group, Inc. by Chief Executive Officer Parth Mehrotra.
Privia Health Group director Matthew Shawn Morris reported an exercise-and-sell sequence in company stock. On July 2 and July 6, 2026, he exercised stock options to acquire a total of 112,759 shares of common stock at $2.00 per share and sold the same number of shares in open-market transactions at weighted average prices of $27.33 and $27.24 per share, respectively. These sales were made under a previously adopted Rule 10b5-1 trading plan. After the transactions, he holds 68,188 shares directly, plus indirect holdings of 11,998 shares by a trust and 12,487 shares by Emerald Family, LLC. The filing also notes the forfeiture of 8,463 unvested restricted stock units and that all reported stock options are fully vested and exercisable.
Privia Health Group, Inc. executive vice president and chief financial officer David Mountcastle reported an open-market sale of common stock. He sold 24,734 shares of common stock on July 2, 2026 at a weighted average price of $27.50 per share, with individual trades ranging from $27.50 to $27.51 per share, pursuant to a Rule 10b5-1 trading plan he previously adopted. After this sale, he directly holds 186,728 shares and also has 8,695 shares reported as indirectly owned through his spouse.
PRVA submitted a Form 144 notice for the proposed sale of 600 shares of Common Stock tied to a restricted stock vesting event on 03/11/2026. The filing also lists multiple sales by David Mountcastle between 05/01/2026 and 07/02/2026, including 24,734 shares sold on 07/02/2026.
The 144 lists the selling broker as Fidelity Brokerage Services LLC and shows compensation-related vesting as the source of the 600 shares to be sold. Transaction proceeds for recent sales are shown in the filing alongside sale dates and share counts.
PRVA reported Form 144 sales by an affiliated holder. The filing lists multiple issuer-reported restricted stock vesting entries (3/5/2026: 5,966 shares; 3/8/2026: 6,857 shares; 3/11/2026: 1,300 shares; 4/1/2026: 6,643 shares; 5/9/2026: 3,968 shares) and disclosed brokered sales by David Mountcastle totaling specific transactions on 4/2/2026, 5/1/2026, 5/4/2026, 5/11/2026, and 6/26/2026 with listed share counts and sale proceeds.
Privia Health Group, Inc. director Matthew Shawn Morris reported exercising stock options and selling common shares in coordinated transactions. He exercised a total of 135,498 options at an exercise price of $2.00 per share and sold 135,498 common shares in open-market trades.
The sales, totaling 135,498 shares, were executed at weighted-average prices around the mid‑$20s per share under a previously adopted Rule 10b5-1 trading plan, indicating a pre-arranged program rather than discretionary timing. Morris retains a meaningful direct and indirect equity interest, including shares held through Emerald Family, LLC and a trust.