Every Form 4 that Privia Health Group, Inc. (PRVA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PRVA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PRVA filings page.
Privia Health Group, Inc. (symbol: PRVA) is the issuer of record for a Form 4 filing submitted to the SEC. Ernest Opella Finley reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group, Inc. (PRVA) reported that director Ernest Opella Finley received an award of 6,350 shares of common stock in the form of restricted stock units. The grant was made at $0.00 per share under the company’s 2021 Omnibus Incentive Plan and represents his entire reported direct holding after this award. According to the grant terms, these restricted stock units will become fully vested on the day immediately preceding the date of the company’s 2027 Annual Meeting of Stockholders. No Rule 10b5-1 trading plan is reported for this award.
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.
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 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.
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.
Privia Health Group, Inc. director Matthew Shawn Morris reported a series of option-related stock sales. On June 26 and June 29, 2026, he exercised stock options to acquire a total of 151,322 shares of common stock at $2.00 per share, then sold the same number of shares in open-market transactions at a weighted average price of about $25.33 per share, all under a previously adopted Rule 10b5-1 trading plan. Following these transactions, he holds 76,651 shares directly, plus 11,998 shares held by a trust and 12,487 shares held by Emerald Family, LLC.
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.
SOISTMAN FRANCIS S JR reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Francis S. Soistman Jr. received an equity award in the form of restricted stock units. On May 20, 2026, he was granted 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan. These units will vest on the earlier of the day immediately preceding Privia’s 2027 annual stockholders’ meeting or the first anniversary of the grant date. Following this award, his reported direct holding related to this grant is 8,463 shares, reflecting a routine, compensation-based equity grant rather than an open-market purchase.
BERBERIAN LANCE reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Lance Berberian reported an equity grant. On May 20, 2026, he received 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan. The units will vest on the earlier of the day immediately preceding the 2027 annual stockholders’ meeting or the first anniversary of the grant date.
Following this compensation award, Berberian directly holds 16,131 shares of common stock. The grant was made at no cash cost to him and reflects routine director compensation rather than an open-market purchase or sale.
COCOZZA NANCY G reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group, Inc. director Nancy G. Cocozza reported a stock-based compensation award. On May 20, 2026, she received 8,463 restricted stock units of common stock under the company’s 2021 Omnibus Incentive Plan at no cash cost per share.
The restricted stock units vest on the earlier of the day immediately preceding Privia’s 2027 annual meeting of stockholders or the first anniversary of the grant date. Following this award, Cocozza’s direct holdings reported in the filing total 42,814 shares of common stock.
Kimmet Pamela O reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Pamela O. Kimmet received a grant of 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan on May 20, 2026. These RSUs vest on the earlier of the day before the 2027 annual shareholder meeting or one year after the grant. After this grant, she holds 34,172 common shares directly. This is a compensation-related award, not an open-market purchase.
McCarthy Thomas A reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Thomas A. McCarthy reported an equity award and updated share holdings. On May 20, 2026, he received 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan at a grant price of $0.00 per unit.
The restricted stock units vest on the earlier of the day immediately preceding Privia Health’s 2027 annual stockholders’ meeting or the first anniversary of the grant date. Following these entries, McCarthy holds 27,983 common shares directly and 41,487 common shares indirectly through a trust.
Morris Matthew Shawn reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Matthew Shawn Morris reported an equity award. On May 20, 2026, he received 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan at a grant price of $0.00 per share, increasing his direct holdings to 76,651 common shares.
The restricted stock units will vest on the earlier of the day immediately preceding Privia Health Group’s 2027 annual meeting of stockholders or the first anniversary of the grant date. Separate holding entries show 11,998 common shares held indirectly by a trust and 12,487 common shares held indirectly by Emerald Family, LLC.
Ryu Jaewon reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group director Jaewon Ryu received an equity grant in the form of restricted stock units. On the reported date, he was awarded 8,463 RSUs under the company’s 2021 Omnibus Incentive Plan at no cash cost to him. These RSUs will vest on the earlier of the day immediately preceding Privia’s 2027 annual stockholders’ meeting or the first anniversary of the grant date. Following this award, Ryu directly holds 47,110 shares of Privia common stock, reflecting his ongoing equity-based alignment with the company’s performance.
KING DAVID P reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group, Inc. director David P. King reported an equity compensation grant rather than an open-market trade. On May 20, 2026, he received 8,463 restricted stock units under the company’s 2021 Omnibus Incentive Plan at no cash cost. These RSUs will vest on the earlier of the day immediately preceding the company’s 2027 annual meeting of stockholders or the first anniversary of the grant date. Following this award, he holds 50,775 common shares directly, showing this filing reflects routine director compensation in stock-based form.
Privia Health Group, Inc. Chief Executive Officer Parth Mehrotra reported open-market sales of company common stock. He sold 105,439 shares on May 11 at a weighted average price of $22.55 per share and 15,647 shares on May 12 at a weighted average price of $22.64 per share, for total reported sales of 121,086 shares.
According to the footnotes, these sales were effected under a Rule 10b5-1 trading plan, and certain shares were sold on a nondiscretionary "sell to cover" basis to satisfy tax withholding on vested restricted stock units. After these transactions, Mehrotra directly holds 434,357 shares of Privia Health Group common stock. The filing notes that actual sale prices ranged from $22.28 to $23.10 per share.
Privia Health Group, Inc. executive vice president and chief financial officer David Mountcastle reported a small share sale linked to equity compensation. He sold 3,385 shares of common stock at $22.60 per share in a nondiscretionary “sell to cover” transaction to satisfy tax withholding obligations arising from the vesting and settlement of restricted stock units. After this transaction, he directly holds 211,462 shares of common stock and also has indirect ownership of 8,695 shares through his spouse.
Privia Health Group EVP & CFO David Mountcastle reported an exercise-and-sale of company stock. On May 1 and May 4, 2026, he exercised a total of 8,385 stock options for common shares at an exercise price of $2.00 per share and sold the same 8,385 shares in open-market transactions around $25 per share, according to the Form 4.
The sales were executed under a previously adopted Rule 10b5-1 trading plan, indicating they were pre-planned. After these transactions, Mountcastle directly owns 214,847 common shares and has indirect ownership of 8,695 shares held by his spouse, reflecting that he retains a substantial equity stake in Privia Health Group.
Privia Health Group, Inc. director Matthew Shawn Morris reported option exercises paired with open-market sales of common stock. On May 1 and May 4, 2026, he exercised stock options covering a total of 18,113 shares at $2.00 per share and sold the same number of shares in open-market trades at weighted-average prices of about $24.99 and $24.96 per share under a Rule 10b5-1 trading plan. Following these transactions, he directly holds 68,188 common shares, plus indirect holdings of 11,998 shares held by a trust and 12,487 shares held by Emerald Family, LLC, and retains stock options covering 3,674,201 underlying shares expiring in 2033.
Privia Health Group EVP & CFO David Mountcastle reported an open-market sale of 5,566 shares of common stock at $20.85 per share on April 2, 2026. According to the footnote, this was a nondiscretionary “sell to cover” transaction to satisfy tax withholding obligations from vesting restricted stock units.
After the sale, Mountcastle directly holds 214,847 shares of Privia Health Group common stock and has an additional 8,695 shares held indirectly through his spouse.
Privia Health Group EVP & Chief Financial Officer David Mountcastle reported an open-market sale of 6,391 shares of common stock at $22.11 per share. According to the footnote, this was a nondiscretionary sale-to-cover transaction required to satisfy tax withholding obligations tied to vesting performance stock units.
After the sale, he held 220,413 shares directly and 8,695 shares indirectly through his spouse, indicating that the sale represents a small portion of his overall ownership and is linked to equity compensation tax requirements rather than a discretionary portfolio move.
Privia Health Group, Inc. Chief Executive Officer Parth Mehrotra reported a sale of 26,509 shares of common stock on March 16, 2026 at an average price of $22.11 per share. According to the disclosure, this was a nondiscretionary sale to cover tax withholding obligations related to vesting and settlement of performance stock units. After the transaction, Mehrotra directly holds 555,443 shares of Privia Health Group common stock.
Privia Health Group EVP & CFO David Mountcastle reported routine share dispositions tied to tax withholding. On March 13, 2026, he sold 6,565 shares of common stock at $21.52 per share, and on March 12, 2026, he sold 6,453 shares at $21.90 per share in open-market transactions. A footnote explains these were nondiscretionary “sell to cover” transactions required to satisfy tax withholding obligations from the vesting and settlement of performance stock units. After these transactions, he held 226,804 shares directly and 8,695 shares indirectly through his spouse.
Privia Health Group, Inc. Chief Executive Officer Parth Mehrotra reported two transactions involving company common stock. On March 12, he sold 26,763 shares at $21.90 per share, followed by a sale of 27,229 shares at $21.52 per share on March 13. A footnote explains these sales were nondiscretionary sell-to-cover transactions required to satisfy tax withholding obligations tied to the vesting and settlement of performance stock units, rather than elective portfolio moves. After the second transaction, Mehrotra directly held 581,952 shares of Privia Health Group common stock.
Privia Health Group Chief Executive Officer Parth Mehrotra reported a mix of stock awards and a planned share sale. He received 171,904 shares of common stock as a grant or award on March 11, 2026, and 141,342 shares as a grant or award on March 10, 2026, both at no cash cost to him.
On March 10, 2026, he sold 21,097 shares of common stock at a weighted average price of $22.71 per share, with individual trade prices ranging from $22.27 to $23.23, under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 635,944 shares of Privia Health Group common stock.
Fargis Edward C reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group, Inc. executive vice president and general counsel Edward C. Fargis reported receiving a grant of 28,268 shares of common stock in the form of restricted stock units at no cash cost per share. These units were awarded under the 2021 Omnibus Incentive Plan.
The restricted stock units will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally contingent on continued service through each vesting date. Following this grant, Fargis directly holds 111,979 shares of common stock.
Mountcastle David reported acquisition or exercise transactions in this Form 4 filing.
Privia Health Group EVP & CFO David Mountcastle reported equity awards of common stock. He received 42,584 shares and 35,335 shares of common stock at a price of $0.00 per share as compensation grants, increasing his direct holdings to 239,822 shares.
Footnotes explain these shares relate to restricted stock units under the 2021 Omnibus Incentive Plan that vest in three equal annual installments and to performance stock units granted on May 9, 2023 for the 2023–2025 performance period that have now vested and been distributed. An additional 8,695 shares are held indirectly by his spouse.
Privia Health Group CEO Parth Mehrotra reported open-market sales of 63,439 common shares of Privia Health Group, Inc. on March 6 and 9, 2026 at weighted-average prices including 22.84, 23.15 and 23.37 per share. The filing explains these were nondiscretionary “sell-to-cover” trades required to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units and were executed under a Rule 10b5-1 trading plan. After these transactions, Mehrotra directly holds 343,795 shares of Privia common stock.
Privia Health Group EVP & General Counsel Edward C. Fargis reported two stock sales that were required to cover taxes on vested restricted stock units. On March 6, 2026, he sold 4,394 shares at $23.15 per share, followed by 4,949 shares at $22.84 per share on March 9, 2026. The footnote explains these were nondiscretionary “sell to cover” transactions to satisfy tax withholding obligations, rather than elective open-market sales. After the transactions, he directly owned 83,711 shares of Privia Health Group common stock.
Privia Health Group, Inc. Executive Vice President and Chief Financial Officer David Mountcastle reported open-market sales totaling 11,006 shares of common stock on March 6 and March 9, at prices of $23.15 and $22.84 per share.
According to the filing, these were nondiscretionary sell-to-cover transactions required to satisfy tax withholding obligations tied to the vesting and settlement of restricted stock units. After the transactions, he directly holds 161,903 shares and indirectly holds 8,695 shares through his spouse.
Privia Health Group, Inc. director Matthew Shawn Morris reported option exercises and related share sales. On February 26 and 27, 2026, he exercised stock options covering 24,338 shares of common stock at an exercise price of $2.00 per share.
He then sold 24,338 shares of common stock in open-market transactions at weighted average prices around $25.00 per share, executed under a pre-arranged Rule 10b5-1 trading plan. Following these transactions, he directly owned 68,188 shares of common stock and held additional shares indirectly through a trust and Emerald Family, LLC.
Privia Health Group EVP & CFO David Mountcastle exercised fully vested stock options and sold shares under a pre-established Rule 10b5-1 trading plan. On February 26 and 27, he exercised options to receive common stock at an exercise price of $2.00 per share and then sold 13,058 shares of common stock in open-market transactions at weighted average prices around $25 per share, according to price ranges disclosed in the footnotes. After these transactions, he directly owns 172,909 shares of Privia common stock and indirectly owns 8,695 shares through his spouse.
A director of Privia Health Group, Inc. reported an option exercise and related stock sale on 12/12/2025. The director exercised stock options covering 13,647 shares of common stock at an exercise price of $2 per share and on the same day sold 13,647 shares at a weighted average price of about $25.01 per share under a pre-arranged Rule 10b5-1 trading plan.
After these transactions, the director directly owned 68,188 shares of Privia Health common stock and held additional indirect ownership of 12,487 shares through Emerald Family, LLC and 11,998 shares through a trust. The director also held 3,716,652 fully vested stock options with an exercise price of $2 per share that are exercisable until 08/27/2033.
Privia Health Group’s executive vice president and chief financial officer reported an insider transaction involving stock option exercises and a related share sale on 12/12/2025. She exercised stock options at an exercise price of $2 per share, acquiring 23,887 shares of common stock, and then sold 23,887 shares of common stock at a weighted average price of $25.03 per share under a previously adopted Rule 10b5-1 trading plan.
After these transactions, she beneficially owned 172,909 shares of common stock directly and 8,695 shares indirectly through her spouse. She also continued to hold fully vested and exercisable stock options with remaining positions including 17,820, 12,452, 5,501 and 2,866 options, each relating to common stock at a $2 exercise price, with expiration dates ranging from 08/27/2028 to 09/07/2030.