Privia Health Group, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Morris Matthew Shawn | — | Option Exercise | 13,647 | $2.00 | $27,294 | 81,835 | Dec 12, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 23,887 | $25.03 | $597,892 | 172,909 | Dec 12, 2025 |
| BERBERIAN LANCE | — | Award / Grant | 7,668 | — | — | 7,668 | Jul 15, 2025 |
| McCarthy Thomas A | — | Award / Grant | 8,396 | — | — | 19,520 | May 21, 2025 |
| KING DAVID P | — | Award / Grant | 8,396 | — | — | 42,312 | May 21, 2025 |
| WICHMANN DAVID S | — | Award / Grant | 8,396 | — | — | 25,709 | May 21, 2025 |
| COCOZZA NANCY G | — | Award / Grant | 8,396 | — | — | 34,351 | May 21, 2025 |
| Kimmet Pamela O | — | Award / Grant | 8,396 | — | — | 25,709 | May 21, 2025 |
| Maryland Patricia Anne | — | Award / Grant | 8,396 | — | — | 42,312 | May 21, 2025 |
| Ryu Jaewon | — | Award / Grant | 8,396 | — | — | 38,647 | May 21, 2025 |
| Morris Matthew Shawn | — | Award / Grant | 8,396 | — | — | 68,188 | May 21, 2025 |
| Mehrotra Parth | Chief Executive Officer | Sale | 13,773 | $24.99 | $344,187 | 423,143 | May 13, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 3,322 | $24.99 | $83,017 | 172,909 | May 12, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 3,445 | $23.33 | $80,372 | 176,231 | Apr 30, 2025 |
| Morris Matthew Shawn | — | Sale | 10,309 | $23.33 | $240,509 | 59,792 | Apr 30, 2025 |
| Mehrotra Parth | Chief Executive Officer | Sale | 17,365 | $23.08 | $400,784 | 436,916 | Apr 30, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 5,630 | $22.38 | $125,999 | 179,676 | Apr 2, 2025 |
| Mehrotra Parth | Chief Executive Officer | Sale | 10,514 | $24.03 | $252,651 | 469,381 | Mar 12, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 2,979 | $24.53 | $73,075 | 188,178 | Mar 11, 2025 |
| Mehrotra Parth | Chief Executive Officer | Sale | 9,294 | $23.88 | $221,941 | 479,895 | Mar 10, 2025 |
| Fargis Edward C | EVP & General Counsel | Sale | 2,438 | $23.88 | $58,219 | 93,054 | Mar 10, 2025 |
| Fargis Edward C | EVP & General Counsel | Award / Grant | 25,073 | — | — | 98,021 | Mar 5, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Award / Grant | 33,430 | — | — | 191,157 | Mar 5, 2025 |
| Mehrotra Parth | Chief Executive Officer | Award / Grant | 133,723 | — | — | 498,829 | Mar 5, 2025 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 100,000 | $25.15 | $2,515,000 | 157,727 | Feb 14, 2025 |
| Mehrotra Parth | Chief Executive Officer | Option Exercise | 52,546 | $2.00 | $105,092 | 348,962 | Sep 10, 2024 |
| Morris Matthew Shawn | — | Gift | 11,998 | — | — | 11,998 | Aug 21, 2024 |
| McCarthy Thomas A | — | Gift | 41,487 | — | — | 41,487 | Aug 21, 2024 |
| Boehler Adam | — | Purchase | 364 | $16.50 | $6,006 | 5,773,522 | Jun 11, 2024 |
| Boehler Adam | — | Purchase | 5,306 | $16.50 | $87,549 | 5,773,158 | May 29, 2024 |
| Boehler Adam | — | Purchase | 4,280 | $16.49 | $70,577 | 5,767,852 | May 24, 2024 |
| Maryland Patricia Anne | — | Award / Grant | 11,124 | — | — | 33,916 | May 22, 2024 |
| KING DAVID P | — | Award / Grant | 11,124 | — | — | 33,916 | May 22, 2024 |
| McCarthy Thomas A | — | Purchase | 10,000 | $16.37 | $163,700 | 52,611 | May 22, 2024 |
| Kimmet Pamela O | — | Award / Grant | 11,124 | — | — | 17,313 | May 22, 2024 |
| Ryu Jaewon | — | Award / Grant | 11,124 | — | — | 30,251 | May 22, 2024 |
| Sullivan William M | — | Award / Grant | 11,124 | — | — | 33,916 | May 22, 2024 |
| WICHMANN DAVID S | — | Award / Grant | 11,124 | — | — | 17,313 | May 22, 2024 |
| COCOZZA NANCY G | — | Award / Grant | 11,124 | — | — | 25,955 | May 22, 2024 |
| Boehler Adam | — | Purchase | 102,229 | $16.43 | $1,679,622 | 5,590,930 | May 21, 2024 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 2,232 | $17.88 | $39,908 | 257,727 | May 10, 2024 |
| Bartrum Thomas | — | Sale | 1,506 | $17.88 | $26,927 | 102,356 | May 10, 2024 |
| Mehrotra Parth | Chief Executive Officer | Sale | 13,869 | $17.88 | $247,978 | 247,771 | May 10, 2024 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 2,320 | $18.42 | $42,734 | 259,959 | Apr 30, 2024 |
| Bartrum Thomas | — | Sale | 2,252 | $18.42 | $41,482 | 103,862 | Apr 30, 2024 |
| Mehrotra Parth | Chief Executive Officer | Sale | 12,219 | $18.42 | $225,074 | 261,640 | Apr 30, 2024 |
| Morris Matthew Shawn | — | Sale | 11,059 | $18.42 | $203,707 | 70,101 | Apr 30, 2024 |
| Mountcastle David | EVP & Chief Financial Officer | Sale | 3,933 | $17.77 | $69,889 | 262,279 | Apr 2, 2024 |
| Sullivan William M | — | Sale | 7,115 | $23.03 | $163,858 | 5,445,418 | Mar 11, 2024 |
| Mountcastle David | EVP & Chief Financial Officer | Award / Grant | 38,058 | — | — | 210,596 | Mar 8, 2024 |