Beta87% was sold under disclosed trading plans, 13% to cover taxes. The largest seller, Matthew Morris (Director), sold $11.9M. 58% of these sales were shares from exercising options.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why
Routine activity: 87% of sales were under disclosed plans, and no insider sold more than 1% of vested holdings.
A share of stake is shown for 0 of the 4 officers and directors who sold. 14 are left out Disclosed company stock is not an insider's whole wealth.i
Left out: David Wichmann, Parth Mehrotra, David Mountcastle, Edward Fargis, Matthew Morris, Thomas McCarthy, Patricia Maryland, David King, Jaewon Ryu, Nancy Cocozza, Pamela Kimmet, Lance Berberian, Francis Soistman Jr. and Opella Ernest (share of stake is being verified).
Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.
Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
No officer or director trades were reported for the past 30 days. The most recent before that:
| Who | Shares | Price | % of total stake | Total stake after | Trade date | Filed |
|---|---|---|---|---|---|---|
| David Mountcastle EVP & Chief Financial Officer | 21,275 | $27.67 | n/a | n/a | Jul 9, 2026 | Jul 13, 2026 |
Yes. Parth Mehrotra sold 286K shares ($6.4M) in the past 12 months, 73% of it under a trading plan disclosed in the filings.
Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 87% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 13% were to cover taxes. A trading plan schedules sales in advance.
No. Officers and directors reported no purchases in the past 12 months.
| Who sold | Amount | % of holdings | Trading plan |
|---|---|---|---|
| Matthew Morris Director | $11.9M 456K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Parth Mehrotra Chief Executive Officer, Director | $6.4M 286K shares | Not confirmedshare of stake is being verified. Why | 73% under a disclosed plan, 27% to cover taxes |
| David Mountcastle EVP & Chief Financial Officer | $3.7M 149K shares | Not confirmedshare of stake is being verified. Why | 77% under a disclosed plan, 23% to cover taxes |
| Edward Fargis EVP & General Counsel | $215K 9.3K shares | Not confirmedshare of stake is being verified. Why | To cover taxes |
Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.
| Insider | Held Oct 16, 2025 | Sold | Held Oct 16, 2026 | Still held | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
David Wichmann!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Wichmann are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for David WichmannHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Wichmann are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Parth Mehrotra!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Parth Mehrotra are complete. Chief Executive Officer, Director | n/a | −286K | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Parth MehrotraHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Parth Mehrotra are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
David Mountcastle!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David Mountcastle are complete. EVP & Chief Financial Officer | n/a | −149K | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for David MountcastleHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Mountcastle are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Edward Fargis!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Edward Fargis are complete. EVP & General Counsel | n/a | −9.3K | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Edward FargisHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Edward Fargis are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Matthew Morris!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Matthew Morris are complete. Director | n/a | −456K | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Matthew MorrisHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Matthew Morris are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) Stock options (not counted as shares):
Estimate: options held × ($27.67 − strike price), using the most recent insider trade price on Form 4 (Jul 9, 2026), not a market close. | ||||||||||||||||||||||||||||
Thomas McCarthy!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Thomas McCarthy are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Thomas McCarthyHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Thomas McCarthy are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Patricia Maryland!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Patricia Maryland are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Patricia MarylandHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Patricia Maryland are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
David King!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for David King are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for David KingHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David King are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Jaewon Ryu!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Jaewon Ryu are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Jaewon RyuHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jaewon Ryu are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Nancy Cocozza!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Nancy Cocozza are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Nancy CocozzaHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Nancy Cocozza are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Pamela Kimmet!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Pamela Kimmet are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Pamela KimmetHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Pamela Kimmet are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Lance Berberian!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Lance Berberian are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Lance BerberianHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Lance Berberian are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Francis Soistman Jr.!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Francis Soistman Jr. are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Francis Soistman Jr.Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Francis Soistman Jr. are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Opella Ernest!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Opella Ernest are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||||||||||||||
Vesting, gifts, unvested awards and holding lines for Opella ErnestHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Opella Ernest are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||||||||||||||
Holdings and share of stake for Privia Health Group, Inc. are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.
Officer and director open-market sales: $22.2M across 899,644 shares. Plan status and stated purpose are separate questions, and a sale can have both.
The lighter segment is sales with no plan disclosed in the filing ($2.8M), including tax-related sales outside a plan.
$6.1M of sales (27.6%) cite tax obligations in their footnotes, $3.3M of them also under a plan. Example: David Mountcastle, May 11, 2026
| Seller | Shares sold | Proceeds | Under a disclosed plan | Share of total | Sales dates |
|---|---|---|---|---|---|
| Matthew Morris Director | 456K | $11.9M | 100% | 53% | Dec 12, 2025 to Jul 6, 2026 |
| Parth Mehrotra Chief Executive Officer, Director | 286K | $6.4M | 73% | 29% | Mar 6, 2026 to May 12, 2026 |
| David Mountcastle EVP & Chief Financial Officer | 149K | $3.7M | 77% | 17% | Dec 12, 2025 to Jul 9, 2026 |
| Edward Fargis EVP & General Counsel | 9.3K | $215K | 0% | 1.0% | Mar 6, 2026 to Mar 9, 2026 |
| Month | Sale proceeds | Disclosed plan | To cover taxes | No plan disclosed |
|---|---|---|---|---|
| Oct 2025 | $0 | $0 | $0 | $0 |
| Nov 2025 | $0 | $0 | $0 | $0 |
| Dec 2025 | $939K | $939K | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 | $0 |
| Feb 2026 | $935K | $935K | $0 | $0 |
| Mar 2026 | $4.6M | $1.9M | $2.6M | $0 |
| Apr 2026 | $116K | $0 | $116K | $0 |
| May 2026 | $3.5M | $3.4M | $77K | $0 |
| Jun 2026 | $5.6M | $5.6M | $0 | $0 |
| Jul 2026 | $6.6M | $6.6M | $0 | $0 |
| Aug 2026 | $0 | $0 | $0 | $0 |
| Sep 2026 | $0 | $0 | $0 | $0 |
| Oct 2026 | $0 | $0 | $0 | $0 |
Less than usual: about half of the 4-year average. 4 insiders sold; the average is 5 a year.
| 12 months ending | Shares sold | Insiders who sold | Proceeds |
|---|---|---|---|
| Oct 16, 2026 Latest 12 months | 900K | 4 | $22.2M |
| Oct 16, 2025 1 year earlier | 225K | 4 | $5.5M |
| Oct 16, 2024 2 years earlier | 250K | 5 | $4.9M |
| Oct 17, 2023 3 years earlier | 2.35M | 6 | $64.7M |
| Oct 17, 2022 4 years earlier | 5.33M | 6 | $174M |
| Oct 17, 2021 5 years earlier · filings don't cover the whole year | n/a | n/a | n/a |
Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.
Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Privia Health Group, Inc. are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.
External context: we only cite outside events when a documented connection exists. None is shown for this period.
All 317 Forms 3, 4 and 5 on record for Privia Health Group, Inc. (SEC CIK 1759655), filed from Apr 28, 2021 to Sep 3, 2026; 37 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.
Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.
Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".
| Name | Last filed | Last reported balance |
|---|---|---|
| Adam Boehler | Jun 13, 2024 | 11,537,094 shares, last reported balance as of Jun 11, 2024 |
| William Sullivan | May 23, 2024 | 11,767,462 shares, last reported balance as of May 22, 2024 |
| Thomas Bartrum | May 13, 2024 | 496,656 shares, last reported balance as of May 10, 2024 |
| Pamplona Capital Partners III, L.P. | May 11, 2023 | 195,076,748 shares, last reported balance as of Apr 4, 2022 |
| GOLDMAN SACHS GROUP INC | May 10, 2023 | 79,288,807 shares, last reported balance as of May 8, 2023 |
| Jeffrey Bernstein | May 10, 2023 | 104,114,878 shares, last reported balance as of May 8, 2023 |
| Jeffrey Butler | Nov 15, 2022 | 8,121,801 shares, last reported balance as of Nov 10, 2022 |
| Jeffrey Sherman | Jan 7, 2022 | 61,307 shares, last reported balance as of Jan 5, 2022 |
| Brighton Health Group Holdings, LLC | May 14, 2021 | 95,878,476 shares, last reported balance as of May 11, 2021 |
| William Sherrill | No balance on record |
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