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 |
|---|---|---|---|---|---|---|---|
| Maryland Patricia Anne | — | Award / Grant | 7,425 | — | — | 15,034 | May 27, 2022 |
| Mehrotra Parth | President and COO | Sale | 20,000 | $27.93 | $558,600 | 97,391 | Apr 20, 2022 |
| Bartrum Thomas | EVP, General Counsel | Option Exercise | 10,000 | $2.00 | $20,000 | 37,391 | Apr 20, 2022 |
| Pamplona Capital Partners III, L.P. | — | Other | 4,804,754 | — | — | 20,019,808 | Apr 4, 2022 |
| Pamplona Capital Management, LLC | — | Other | 4,804,754 | — | — | 15,215,054 | Apr 4, 2022 |
| Mountcastle David | EVP & Chief Financial Officer | Award / Grant | 48,833 | — | — | 81,104 | Apr 1, 2022 |
| COCOZZA NANCY G | — | Award / Grant | 7,073 | — | — | 7,073 | Apr 1, 2022 |
| Bartrum Thomas | EVP, General Counsel | Sale | 10,000 | $25.09 | $250,900 | 27,391 | Mar 28, 2022 |
| Mehrotra Parth | President and COO | Option Exercise | 20,000 | $2.00 | $40,000 | 117,391 | Mar 28, 2022 |
| Mehrotra Parth | President and COO | Option Exercise | 20,000 | $2.00 | $40,000 | 117,391 | Feb 22, 2022 |
| Bartrum Thomas | EVP, General Counsel | Sale | 10,000 | $25.32 | $253,200 | 27,391 | Feb 22, 2022 |
| Mehrotra Parth | President and COO | Option Exercise | 5,288 | $2.00 | $10,576 | 102,679 | Feb 10, 2022 |
| Sherman Jeffrey Scott | EVP, CFO and CAO | Award / Grant | 61,307 | — | — | 61,307 | Jan 5, 2022 |
| Mountcastle David | Chief Financial Officer | Option Exercise | 21,554 | $2.00 | $43,108 | 44,380 | Jan 5, 2022 |
| Butler Jeffrey B | — | Gift | 870,100 | — | — | 3,942,212 | Dec 28, 2021 |
| Mehrotra Parth | President and COO | Sale | 20,000 | $25.14 | $502,800 | 97,391 | Dec 22, 2021 |
| Bartrum Thomas | EVP, General Counsel | Option Exercise | 10,000 | $2.00 | $20,000 | 37,391 | Dec 22, 2021 |
| Mountcastle David | Chief Financial Officer | Sale | 25,000 | $25.04 | $626,000 | 22,826 | Dec 22, 2021 |
| MBD 2013 Offshore, L.P. | — | Sale | 2,505,732 | $27.70 | $69,408,776 | 28,676,936 | Nov 23, 2021 |
| MBD Advisors, L.L.C. | — | Sale | 2,505,732 | $27.70 | $69,408,776 | 28,676,936 | Nov 23, 2021 |
| BERNSTEIN JEFFREY DANIEL | — | Sale | 2,505,732 | $27.70 | $69,408,776 | 28,676,936 | Nov 23, 2021 |
| Pamplona Capital Management, LLC | — | Sale | 1,791,175 | $27.70 | $49,615,548 | 20,019,808 | Nov 23, 2021 |
| Mehrotra Parth | President and COO | Sale | 157,929 | $27.70 | $4,374,633 | 97,391 | Nov 23, 2021 |
| Morris Matthew Shawn | CHIEF EXECUTIVE OFFICER | Sale | 339,062 | $27.70 | $9,392,017 | 121,739 | Nov 23, 2021 |
| Sullivan William M | — | Sale | 568,055 | $27.70 | $15,735,124 | 6,349,104 | Nov 23, 2021 |
| Butler Jeffrey B | — | Sale | 429,877 | $27.70 | $11,907,593 | 4,812,312 | Nov 23, 2021 |
| Bartrum Thomas | EVP, General Counsel | Option Exercise | 28,910 | $2.00 | $57,820 | 56,301 | Nov 23, 2021 |
| Morris Matthew Shawn | CHIEF EXECUTIVE OFFICER | Sale | 29,228 | $28.12 | $821,891 | 121,739 | Nov 22, 2021 |
| Mehrotra Parth | President and COO | Option Exercise | 5,000 | $2.00 | $10,000 | 150,216 | Nov 16, 2021 |
| Mehrotra Parth | President and COO | Sale | 7,000 | $30.92 | $216,440 | 145,716 | Nov 9, 2021 |
| Mountcastle David | Chief Financial Officer | Sale | 27,278 | $27.37 | $746,599 | 48,627 | Nov 5, 2021 |
| Morris Matthew Shawn | Chief Executive Officer | Option Exercise | 1,200 | $2.00 | $2,400 | 122,939 | Nov 4, 2021 |
| Mehrotra Parth | President and COO | Option Exercise | 5,000 | $2.00 | $10,000 | 150,216 | Nov 2, 2021 |
| Ryu Jaewon | — | Award / Grant | 3,944 | — | — | 3,944 | Jun 30, 2021 |
| Brighton Health Group Holdings, LLC | — | Other | 79,178,464 | — | — | 6 | May 11, 2021 |
| Brighton Health Group Holdings, LLC | — | Sale | 16,700,000 | $21.62 | $361,054,000 | 79,178,470 | May 3, 2021 |
| BERNSTEIN JEFFREY DANIEL | — | Sale | 16,700,000 | $21.62 | $361,054,000 | 79,178,470 | May 3, 2021 |
| Pamplona Capital Partners III, L.P. | — | Sale | 16,700,000 | $21.62 | $361,054,000 | 79,178,470 | May 3, 2021 |
| McCarthy Thomas A | — | Award / Grant | 8,695 | $23.00 | $199,985 | 16,304 | May 3, 2021 |
| MBD Advisors, L.L.C. | — | Sale | 2,300 | $34.46 | $79,258 | 95,878,520 | Apr 30, 2021 |
| Bridge Street Opportunity Advisors, L.L.C. | — | Purchase | 300 | $31.52 | $9,456 | 95,878,820 | Apr 30, 2021 |
| Mountcastle David | Chief Financial Officer | Award / Grant | 22,826 | — | — | 75,905 | Apr 28, 2021 |
| Bartrum Thomas | EVP, General Counsel | Award / Grant | 27,391 | — | — | 27,391 | Apr 28, 2021 |
| Morris Matthew Shawn | Chief Executive Officer | Award / Grant | 121,739 | — | — | 121,739 | Apr 28, 2021 |
| KING DAVID P | — | Award / Grant | 7,609 | — | — | 7,609 | Apr 28, 2021 |
| Mehrotra Parth | President and COO | Award / Grant | 97,391 | — | — | 97,391 | Apr 28, 2021 |
| McCarthy Thomas A | — | Award / Grant | 7,609 | — | — | 7,609 | Apr 28, 2021 |
| Maryland Patricia Anne | — | Award / Grant | 7,609 | — | — | 7,609 | Apr 28, 2021 |
| Butler Jeffrey B | — | Award / Grant | 7,609 | — | — | 7,609 | Apr 28, 2021 |
| Sullivan William M | — | Award / Grant | 7,609 | — | — | 7,609 | Apr 28, 2021 |