Privia Health Group, Inc.
PRVA- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001759655
In the last 90 days, Privia Health Group, Inc. insiders filed 0 open-market purchases and 7 sales; 302 institutions reported holding it in 13F filings for Q2 2026, worth $3.18B in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Privia Health Group, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 7 filings
- 2 insiders, $12.2M in total
- Insiders trading
- 2
- Net value
- −$12.2M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Privia Health Group, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Ernest Opella Finley | Director | 6,350 | Sep 3, 2026 | 1 |
| Mountcastle David | EVP & Chief Financial Officer | 164,853 | Jul 13, 2026 | 13 |
| Morris Matthew Shawn | Director | 68,188 | Jul 7, 2026 | 7 |
| Berberian Lance | Director | 16,131 | May 22, 2026 | 1 |
| Cocozza Nancy G | Director | 42,814 | May 22, 2026 | 1 |
| Soistman Francis S Jr | Director | 8,463 | May 22, 2026 | 1 |
| King David P | Director | 50,775 | May 22, 2026 | 1 |
| McCarthy Thomas A | Director | 27,983 | May 22, 2026 | 1 |
| Kimmet Pamela O | Director | 34,172 | May 22, 2026 | 1 |
| Ryu Jaewon | Director | 47,110 | May 22, 2026 | 1 |
| Mehrotra Parth | Chief Executive Officer | 434,357 | May 13, 2026 | 5 |
| Fargis Edward C | EVP & General Counsel | 111,979 | Mar 12, 2026 | 2 |
| Wichmann David S | Director | 25,709 | May 23, 2025 | 0 |
| Maryland Patricia Anne | Director | 42,312 | May 23, 2025 | 0 |
| Boehler Adam | Director | 5,773,522Indirect | Jun 13, 2024 | 0 |
| Sullivan William M | Director | 33,916 | May 23, 2024 | 0 |
| Bartrum Thomas | Other: Former EVP, General Counsel | 102,356 | May 13, 2024 | 0 |
| Knaster Alexander M | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Capital Management, LLC | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Capital Partners III, L.P. | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Capital Management, LLP | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona PE Investments Malta Ltd | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Halsted John C. | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Equity Advisors III Ltd | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona PE Investments II, Ltd. | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Private Equity Carryco III, L.P. | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| Pamplona Equity Carryco Advisors III, Ltd. | 10% Owner | 0Indirect | May 11, 2023 | 0 |
| MBD 2013, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| MBD Advisors, L.L.C. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Goldman Sachs & Co. LLC | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Goldman Sachs Group Inc | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Bridge Street 2013, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Bridge Street 2013 Offshore, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| MBD 2013 Offshore, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Broad Street Principal Investments, L.L.C. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Bridge Street Opportunity Advisors, L.L.C. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Bridge Street 2013 Holdings, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| MBD 2013 Holdings, L.P. | 10% Owner | 110,337Indirect | May 10, 2023 | 0 |
| Bernstein Jeffrey Daniel | Director | 110,337Indirect | May 10, 2023 | 0 |
| Butler Jeffrey B | Director | 2,729,389 | Nov 15, 2022 | 0 |
| Sherman Jeffrey Scott | EVP, CFO and CAO | 61,307 | Jan 7, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 13, 2026 (view filing)4:01 PM ET | Jul 9 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −21.3K | $27.67 | −$588.7K | −11.4%164.9K after | 10b5-1 |
| Jul 9, 2026 (view filing)4:37 PM ET | Jul 7 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −600 | $27.57 | −$16.5K | −0.3%186.1K after | 10b5-1 |
| Jul 7, 2026 (view filing)4:08 PM ET | Jul 2-6 | 5 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −112.8K | $27.29 | −$3.08M | −62.3%68.2K after | 2 lots10b5-1 |
| Jul 7, 2026 (view filing)4:06 PM ET | Jul 2 | 5 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −24.7K | $27.50 | −$680.2K | −11.7%186.7K after | 10b5-1 |
| Jul 2, 2026 (view filing)4:04 PM ET | Jun 30-Jul 1 | 2 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −135.5K | $26.32 | −$3.57M | −63.9%76.7K after | 3 lots10b5-1 |
| Jun 30, 2026 (view filing) | Jun 26-29 | 4 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −151.3K | $25.33 | −$3.83M | −66.4%76.7K after | 2 lots10b5-1 |
| Jun 30, 2026 (view filing) | Jun 26 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −17.2K | $25.18 | −$433.0K | −7.5%211.5K after | 10b5-1 |
| May 13, 2026 (view filing) | May 11 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −3.38K | $22.60 | −$76.5K | −1.6%211.5K after | |
| May 13, 2026 (view filing) | May 11-12 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −121.1K | $22.56 | −$2.73M | −21.8%434.4K after | 2 lots10b5-1 |
| May 5, 2026 (view filing) | May 1-4 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −8.38K | $25.03 | −$209.8K | −3.8%214.8K after | 2 lots10b5-1 |
| May 5, 2026 (view filing) | May 1-4 | 4 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −18.1K | $24.99 | −$452.6K | −21.0%68.2K after | 2 lots10b5-1 |
| Apr 6, 2026 (view filing) | Apr 2 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −5.57K | $20.85 | −$116.1K | −2.5%214.8K after | |
| Mar 18, 2026 (view filing) | Mar 16 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −26.5K | $22.11 | −$586.1K | −4.6%555.4K after | |
| Mar 18, 2026 (view filing) | Mar 16 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −6.39K | $22.11 | −$141.3K | −2.8%220.4K after | |
| Mar 16, 2026 (view filing) | Mar 12-13 | 4 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −54.0K | $21.71 | −$1.17M | −8.5%582.0K after | 2 lots |
| Mar 16, 2026 (view filing) | Mar 12-13 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −13.0K | $21.71 | −$282.6K | −5.4%226.8K after | 2 lots |
| Mar 12, 2026 (view filing) | Mar 10 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −21.1K | $22.71 | −$479.1K | −6.1%322.7K after | 10b5-1 |
| Mar 10, 2026 (view filing) | Mar 6-9 | 4 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −63.4K | $22.95 | −$1.46M | −15.6%343.8K after | 4 lots10b5-1 |
| Mar 10, 2026 (view filing) | Mar 6-9 | 4 days | Fargis Edward CEVP & General Counsel | SSaleCommon Stock, $0.01 par value per share | −9.34K | $22.99 | −$214.8K | −10.0%83.7K after | 2 lots |
| Mar 10, 2026 (view filing) | Mar 6-9 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −11.0K | $22.99 | −$253.0K | −6.4%161.9K after | 2 lots |
| Mar 2, 2026 (view filing) | Feb 26-27 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −13.1K | $25.03 | −$326.8K | −7.0%172.9K after | 2 lots10b5-1 |
| Mar 2, 2026 (view filing) | Feb 26-27 | 4 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −24.3K | $25.00 | −$608.4K | −26.3%68.2K after | 2 lots10b5-1 |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −23.9K | $25.03 | −$597.9K | −12.1%172.9K after | 10b5-1 |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −13.6K | $25.01 | −$341.3K | −16.7%68.2K after | 10b5-1 |
| May 14, 2025 (view filing) | May 12-13 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −29.7K | $24.74 | −$734.3K | −6.8%407.2K after | 2 lots10b5-1 |
| May 14, 2025 (view filing) | May 12 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −3.32K | $24.99 | −$83.0K | −1.9%172.9K after | |
| May 2, 2025 (view filing) | Apr 30 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −3.44K | $23.33 | −$80.4K | −1.9%176.2K after | |
| May 2, 2025 (view filing) | Apr 30 | 2 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −10.3K | $23.33 | −$240.5K | −14.7%59.8K after | |
| May 2, 2025 (view filing) | Apr 30-May 1 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −32.5K | $23.20 | −$753.1K | −6.9%436.9K after | 2 lots10b5-1 |
| Apr 3, 2025 (view filing) | Apr 2 | 1 day | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −5.63K | $22.38 | −$126.0K | −3.0%179.7K after | |
| Mar 14, 2025 (view filing) | Mar 12 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −10.5K | $24.03 | −$252.7K | −2.2%469.4K after | 10b5-1 |
| Mar 12, 2025 (view filing) | Mar 10-11 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −18.9K | $24.21 | −$458.4K | −3.8%479.9K after | 2 lots |
| Mar 12, 2025 (view filing) | Mar 10-11 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −5.85K | $24.21 | −$141.7K | −3.1%185.3K after | 2 lots |
| Mar 12, 2025 (view filing) | Mar 10-11 | 2 days | Fargis Edward CEVP & General Counsel | SSaleCommon Stock, $0.01 par value per share | −4.97K | $24.21 | −$120.3K | −5.1%93.1K after | 2 lots |
| Feb 19, 2025 (view filing) | Feb 14 | 5 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −100.0K | $25.15 | −$2.52M | −38.8%157.7K after | 10b5-1 |
| Sep 12, 2024 (view filing) | Sep 10 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −135.1K | $18.50 | −$2.50M | −35.3%247.8K after | 10b5-1 |
| Jun 13, 2024 (view filing) | Jun 11 | 2 days | Boehler AdamDirector | PPurchaseCommon Stock, $0.01 par value per share | +364 | $16.50 | +$6.01K | 0.0%5.77M after | |
| May 31, 2024 (view filing) | May 29 | 2 days | Boehler AdamDirector | PPurchaseCommon Stock, $0.01 par value per share | +5.31K | $16.50 | +$87.5K | +0.1%5.77M after | |
| May 29, 2024 (view filing) | May 24 | 5 days | Boehler AdamDirector | PPurchaseCommon Stock, $0.01 par value per share | +4.28K | $16.49 | +$70.6K | +0.1%5.77M after | |
| May 23, 2024 (view filing) | May 23 | Same day | McCarthy Thomas ADirector | PPurchaseCommon Stock, $0.01 par value per share | +10.0K | $16.37 | +$163.7K | +23.5%52.6K after | |
| May 23, 2024 (view filing) | May 21-23 | 2 days | Boehler AdamDirector | PPurchaseCommon Stock, $0.01 par value per share | +552.4K | $16.25 | +$8.98M | +10.6%5.76M after | 3 lots |
| May 13, 2024 (view filing) | May 10 | 3 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −2.23K | $17.88 | −$39.9K | −0.9%257.7K after | |
| May 13, 2024 (view filing) | May 10 | 3 days | Bartrum ThomasOther: Former EVP, General Counsel | SSaleCommon Stock, $0.01 par value per share | −1.51K | $17.88 | −$26.9K | −1.5%102.4K after | |
| May 13, 2024 (view filing) | May 10 | 3 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −13.9K | $17.88 | −$248.0K | −5.3%247.8K after | |
| May 2, 2024 (view filing) | Apr 30 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −2.32K | $18.42 | −$42.7K | −0.9%260.0K after | |
| May 2, 2024 (view filing) | Apr 30 | 2 days | Bartrum ThomasOther: Former EVP, General Counsel | SSaleCommon Stock, $0.01 par value per share | −2.25K | $18.42 | −$41.5K | −2.1%103.9K after | |
| May 2, 2024 (view filing) | Apr 30 | 2 days | Mehrotra ParthChief Executive Officer | SSaleCommon Stock, $0.01 par value per share | −12.2K | $18.42 | −$225.1K | −4.5%261.6K after | |
| May 2, 2024 (view filing) | Apr 30 | 2 days | Morris Matthew ShawnDirector | SSaleCommon Stock, par value $0.01 per share | −11.1K | $18.42 | −$203.7K | −13.6%70.1K after | |
| Apr 4, 2024 (view filing) | Apr 2 | 2 days | Mountcastle DavidEVP & Chief Financial Officer | SSaleCommon Stock, par value $0.01 per share | −3.93K | $17.77 | −$69.9K | −1.5%262.3K after | |
| Mar 12, 2024 (view filing) | Mar 8-11 | 4 days | Sullivan William MDirector | SSaleCommon Stock, $0.01 par value per share | −7.51K | $23.03 | −$173.1K | −0.1%5.45M after | 2 lots |