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 5 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
- 5 filings
- 2 insiders, $7.93M in total
- Insiders trading
- 2
- Net value
- −$7.93M
- 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 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 |
| 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 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 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 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 |