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.
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.
PRVA affiliate sale notice: A Form 144 filing reports proposed sales of 17,196 shares of Common Stock on 06/26/2026 tied to a stock option exercise and expected sale via Fidelity Brokerage Services. The filing also lists earlier dispositions by David Mountcastle totaling 17,336 shares across April–May 2026.
The filing shows cash proceeds lines for each trade; specific settlement details and timing of any market sales are not stated in the excerpt.
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.