STOCK TITAN

Privia Health (NASDAQ: PRVA) CFO sells 17,196 exercised shares

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Privia Health Group EVP & CFO David Mountcastle reported an exercise-and-sale transaction in company stock. On June 26, 2026, he exercised options to acquire 17,196 shares of common stock at $2.00 per share and sold the same number of shares in open-market transactions at a weighted average price of $25.18 per share. The sale was made pursuant to a pre-arranged Rule 10b5-1 trading plan. After these transactions, he holds 211,462 shares of Privia common stock directly, plus 8,695 shares held indirectly through his spouse.

Positive

  • None.

Negative

  • None.
Insider Mountcastle David
Role EVP & Chief Financial Officer
Sold 17,196 shs ($433K)
Type Security Shares Price Value
Exercise Stock Option (Right to Purchase) 5,962 $0.00 --
Exercise Stock Option (Right to Purchase) 1,001 $0.00 --
Exercise Stock Option (Right to Purchase) 1,336 $0.00 --
Exercise Stock Option (Right to Purchase) 8,897 $0.00 --
Exercise Common Stock, par value $0.01 per share 17,196 $2.00 $34K
Sale Common Stock, par value $0.01 per share 17,196 $25.18 $433K
holding Common Stock, $0.01 par value per share -- -- --
Holdings After Transaction: Stock Option (Right to Purchase) — 0 shares (Direct); Common Stock, par value $0.01 per share — 228,658 shares (Direct); Common Stock, $0.01 par value per share — 8,695 shares (Indirect, By spouse)
Footnotes (1)
  1. This transaction was effected pursuant to a Rule 10b5-1 trading plan previously 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 $25.00 to $25.68 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. All of the stock options are fully vested and exercisable.
Shares sold 17,196 shares Open-market sale on June 26, 2026
Weighted average sale price $25.18 per share Common stock sale range $25.00–$25.68
Options exercise price $2.00 per share Stock options exercised for 17,196 shares
Direct holdings after transaction 211,462 shares Common stock directly owned by CFO after June 26, 2026
Indirect holdings by spouse 8,695 shares Common stock held indirectly through spouse
Options exercised (derivative entries) 17,196 underlying shares Stock option grants fully exercised at $2.00
Rule 10b5-1 trading plan regulatory
"This transaction was effected pursuant to a Rule 10b5-1 trading plan previously 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.
Stock Option (Right to Purchase) financial
"Stock Option (Right to Purchase)"
fully vested and exercisable financial
"All of the stock options are fully vested and exercisable."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What insider transaction did Privia Health (PRVA) disclose for its CFO?

Privia Health (PRVA) disclosed that EVP & CFO David Mountcastle exercised options for 17,196 common shares at $2.00 and sold the same 17,196 shares at a weighted average price of $25.18 per share in open-market transactions executed on June 26, 2026.

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

Yes. The filing states the CFO’s sale was effected under a previously adopted Rule 10b5-1 trading plan. Such plans pre-schedule trades in advance, so the timing of the sale reflects a pre-arranged program rather than a discretionary, spur-of-the-moment trading decision.

How many Privia Health (PRVA) shares did the CFO sell and at what price?

The CFO sold 17,196 Privia Health (PRVA) common shares. The filing reports a weighted average sale price of $25.18 per share, with individual trades executed in a range between $25.00 and $25.68 per share on June 26, 2026.

What options did the Privia Health (PRVA) CFO exercise in this Form 4?

The CFO exercised stock options covering 17,196 underlying common shares at a conversion or exercise price of $2.00 per share. Footnotes indicate all reported stock options were fully vested and exercisable at the time of these transactions before being fully exercised.

How many Privia Health (PRVA) shares does the CFO own after these transactions?

Following the reported transactions, the CFO directly owns 211,462 shares of Privia Health (PRVA) common stock. In addition, the filing shows 8,695 common shares held indirectly through his spouse, classified as indirect ownership by spouse.

Does the Privia Health (PRVA) Form 4 show any remaining stock options for the CFO?

The filing reports multiple stock option entries with 17,196 underlying shares exercised and resulting option balances of zero for those grants. The derivative summary is empty, indicating no remaining derivative positions from the specific options reported in this 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)
06/26/2026
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 share06/26/2026M(1)17,196A$2228,658D
Common Stock, par value $0.01 per share06/26/2026S(1)17,196D$25.18(2)211,462D
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
Stock Option (Right to Purchase)$206/26/2026M(1)5,962 (3)03/20/2029Common Stock, par value $0.01 per share5,962$00D
Stock Option (Right to Purchase)$206/26/2026M(1)1,001 (3)09/07/2030Common Stock, par value $0.01 per share1,001$00D
Stock Option (Right to Purchase)$206/26/2026M(1)1,336 (3)12/03/2029Common Stock, par value $0.01 per share1,336$00D
Stock Option (Right to Purchase)$206/26/2026M(1)8,897 (3)08/27/2028Common Stock, par value $0.01 per share8,897$00D
Explanation of Responses:
1. This transaction was effected pursuant to a Rule 10b5-1 trading plan previously 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 $25.00 to $25.68 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.
3. All of the stock options are fully vested and exercisable.
Remarks:
/s/ Anita Beth Adams, as attorney-in-fact06/30/2026
** 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)