STOCK TITAN

Privia Health Group (PRVA) CFO sells 24,734 shares in planned trade

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Mountcastle David
Role EVP & Chief Financial Officer
Sold 24,734 shs ($680K)
Type Security Shares Price Value
Sale Common Stock, par value $0.01 per share 24,734 $27.50 $680K
holding Common Stock, $0.01 par value per share -- -- --
Holdings After Transaction: Common Stock, par value $0.01 per share — 186,728 shares (Direct, null); Common Stock, $0.01 par value per share — 8,695 shares (Indirect, By spouse)
Footnotes (1)
  1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.51 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.
Shares sold 24,734 shares Open-market sale on July 2, 2026
Weighted average sale price $27.50 per share Common stock sale range $27.50–$27.51
Direct holdings after transaction 186,728 shares Common stock held directly following sale
Indirect holdings by spouse 8,695 shares Common stock reported as owned by spouse
Rule 10b5-1 trading plan regulatory
"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
indirect ownership financial
"direct_or_indirect": "I", "nature_of_ownership": "By spouse""
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FAQ

What insider transaction did Privia Health Group (PRVA) report for David Mountcastle?

Privia Health Group reported that CFO David Mountcastle sold 24,734 shares of common stock. The sale was an open-market transaction executed under a pre-established Rule 10b5-1 trading plan.

At what price did the Privia (PRVA) CFO sell his shares?

The reported weighted average sale price was $27.50 per share. Individual trades occurred in a narrow range between $27.50 and $27.51 per share, according to the filing footnotes.

How many Privia (PRVA) shares does the CFO hold after this Form 4 sale?

After the reported sale, CFO David Mountcastle directly holds 186,728 shares of Privia common stock. The filing also reports an additional 8,695 shares held indirectly through his spouse.

Was the Privia (PRVA) CFO’s share sale made under a Rule 10b5-1 plan?

Yes. The filing states the sales were effected pursuant to a Rule 10b5-1 trading plan. Such plans pre-schedule trades, helping separate routine portfolio moves from discretionary timing decisions.

What type of security did the Privia (PRVA) CFO sell in this transaction?

The transaction involved Privia Health Group common stock with a par value of $0.01 per share. It was reported as a non-derivative open-market sale transaction on the Form 4.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Mountcastle David

(Last)(First)(Middle)
PRIVIA HEALTH GROUP, INC.
950 N. GLEBE RD., SUITE 700

(Street)
ARLINGTON VIRGINIA 22203

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Privia Health Group, Inc. [ PRVA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP & Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, par value $0.01 per share07/02/2026S(1)24,734D$27.5(2)186,728D
Common Stock, $0.01 par value per share8,695IBy spouse
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person.
2. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.50 to $27.51 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.
Remarks:
/s/ Anita Beth Adams, as attorney-in-fact07/07/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)