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. announced that Shawn Morris resigned from its Board of Directors and from the Board’s Compliance Committee, effective July 6, 2026. The company states that his departure is not due to any disagreement regarding operations, policies, or practices.
The Board and the company thank Mr. Morris for his dedicated service and contributions during his tenure. The filing is signed on behalf of Privia Health Group, Inc. by Chief Executive Officer Parth Mehrotra.
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.
PRVA submitted a Form 144 notice for the proposed sale of 600 shares of Common Stock tied to a restricted stock vesting event on 03/11/2026. The filing also lists multiple sales by David Mountcastle between 05/01/2026 and 07/02/2026, including 24,734 shares sold on 07/02/2026.
The 144 lists the selling broker as Fidelity Brokerage Services LLC and shows compensation-related vesting as the source of the 600 shares to be sold. Transaction proceeds for recent sales are shown in the filing alongside sale dates and share counts.
PRVA reported Form 144 sales by an affiliated holder. The filing lists multiple issuer-reported restricted stock vesting entries (3/5/2026: 5,966 shares; 3/8/2026: 6,857 shares; 3/11/2026: 1,300 shares; 4/1/2026: 6,643 shares; 5/9/2026: 3,968 shares) and disclosed brokered sales by David Mountcastle totaling specific transactions on 4/2/2026, 5/1/2026, 5/4/2026, 5/11/2026, and 6/26/2026 with listed share counts and sale proceeds.
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.
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.