Privia CFO exercises options, sells 17,196 shares
Privia Health Group EVP & CFO David Mountcastle reported an exercise-and-sale transaction in company stock.
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 Trade Summary 10b5-1
Exercise and Sale: 17,196 shares ($399K approx. pre-tax spread)
Exercise and Sale
7 txns
Insider
Mountcastle David
Role
EVP & Chief Financial Officer
Sold
17,196 shs ($433K)
Approx. gross sale proceeds
$433K
Approx. exercise cost
$34K
Approx. pre-tax spread
$399K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option (Right to Purchase) | 5,962 | $0.00 | $0.00 |
| Exercise | Stock Option (Right to Purchase) | 1,001 | $0.00 | $0.00 |
| Exercise | Stock Option (Right to Purchase) | 1,336 | $0.00 | $0.00 |
| Exercise | Stock Option (Right to Purchase) | 8,897 | $0.00 | $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 contracts (Direct);
Common Stock, par value $0.01 per share — 211,462 shares (Direct);
Common Stock, $0.01 par value per share — 8,695 shares (Indirect, By spouse)
Footnotes (3)
- F1. This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.
- F2. 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.
- F3. All of the stock options are fully vested and exercisable.
Key Figures
Shares sold: 17,196 shares
Weighted average sale price: $25.18 per share
Options exercise price: $2.00 per share
+3 more
6 metrics
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
Key Terms
Rule 10b5-1 trading plan, weighted average price, Stock Option (Right to Purchase), fully vested and exercisable
4 terms
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."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
