PRVA Privia Health Group, Inc. Insider Trading

CFO David Mountcastle sells 21,275 shares of PRVA at $27.67 via 10b5-1 plan; retains 164,853 shares post-sale

David Mountcastle (EVP & CFO) executed a sale of 21,275 shares for $588,679.25 under a pre-arranged 10b5-1 trading plan, reducing his holdings by 11.4% to 164,853 shares. Because this is a scheduled transaction, it does not reflect discretionary judgment about current valuation or company prospects. His same-ticker trade history at PRVA shows two prior sells with subsequent 30-day and 90-day returns of -8.0% and -13.2%, and -5.6% and -1.0% respectively; however, with only two prior reference points at this ticker and given the current stock is near its 52-week high of $27.96, the predictive relevance of this pattern is limited. The sale occurs in the context of strong recent price momentum (+19.0% over 30 days, +20.6% over 90 days), though the company's valuation metrics warrant investor attention (P/E of 164.06 against net income of $3.1M on revenue of $603.8M).

Director Matthew Shawn Morris sells 112.8K shares (62.3% reduction) for $3.1M via scheduled 10b5-1 plan

Matthew Shawn Morris, a director at Privia Health (PRVA), executed 2 separate sales totaling 112,759 shares for $3,076,868.49 under a pre-arranged 10b5-1 trading plan on July 2 and July 6, 2026, reducing his non-derivative holdings from 180,947 to 68,188 shares. The blended average price of $27.29 was achieved near the current price of $27.23 and within the 52-week range. Although this represents a 62.3% reduction in his non-derivative stake, Morris retains substantial derivative holdings totaling 6,602,966 shares in the form of stock options, preserving meaningful economic exposure to the company. The scheduled nature of the sales under a 10b5-1 plan precludes timing-based interpretation; these trades reflect a pre-committed execution, not a discretionary signal about near-term company prospects or market conditions.

CFO David Mountcastle sells 24.7K PRVA shares at $27.50 under 10b5-1 plan; retains 186.7K shares post-sale

David Mountcastle, EVP & Chief Financial Officer, sold 24,734 shares of Privia Health Group at $27.50 on 2026-07-02 under a pre-arranged 10b5-1 trading plan, reducing his holdings by 11.7% to 186,728 shares. The sale occurs with the stock at $27.23 currently, near its 52-week high of $27.70, and follows strong 30-day (+25.9%) and 90-day (+19.9%) price appreciation. Across his prior two trades at PRVA, similar sales on 2025-12-12 and 2025-02-14 were followed by negative 90-day returns of -13.2% and -1.0% respectively, establishing a historical pattern at this ticker. The transaction is structured and scheduled under a 10b5-1 plan rather than discretionary, so it reflects pre-committed execution timing rather than a contemporaneous market signal.

Director Matthew Shawn Morris sold 135,498 shares for $3.6M via scheduled 10b5-1 plan at avg $26.32, retaining 76,651 non-derivative shares

Director Matthew Shawn Morris executed three separate sales totaling 135,498 shares for $3,566,335.37 on June 30 and July 1, 2026, at prices ranging from $25.72 to $26.93 (blended average $26.32). This represented a -63.9% reduction in his non-derivative holdings, from 212,149 to 76,651 shares. However, this transaction is part of a pre-arranged 10b5-1 trading plan, meaning the sales were scheduled rather than discretionary. Morris retains significant economic exposure through derivative holdings of 6,857,437 stock options across two vehicles, indicating his overall position in PRVA remains substantial despite the common-stock reduction. The stock currently trades at $27.36, near its 52-week high of $27.52 and up 31.5% over 30 days, but the scheduled nature of these sales means they do not reflect a timed market judgment.

Director Matthew Shawn Morris sold 151,322 shares ($3.8M) via scheduled 10b5-1 plan at $25.33, retaining 76,651 non-derivative shares and 7,108,970 in stock options.

Director Matthew Shawn Morris executed 2 separate sales totaling 151,322 shares for $3,832,986.26 on 2026-06-26 and 2026-06-29, pursuant to a pre-arranged 10b5-1 trading plan, meaning the transaction was scheduled rather than discretionary. The sales reduced his non-derivative holdings by -66.4% from 227,973 shares to 76,651 shares; however, his derivative holdings total 7,108,970 shares across two stock option positions, representing a substantially larger economic stake that remains intact. The stock currently trades at $25.73, near its 52-week high of $26.51 with a steep P/E of 151.35 relative to net income of $3.1M on $603.8M quarterly revenue. Since the trade was scheduled under a 10b5-1 plan, it reflects execution of a predetermined arrangement rather than a timing decision by the insider.

CEO Mehrotra sells 23,134 shares of PRVA for $529,026.63 via pre-arranged 10b5-1 plan

Mehrotra Parth, Chief Executive Officer of Privia Health Group, sold 23,134 shares across 2 separate transactions totaling $529,026.63 at a blended average price of $22.87 on 2026-03-09. The sale reduced his holdings from 385,794 shares to 362,660 shares, a 6.0% reduction in position size. This transaction was executed under a pre-arranged 10b5-1 trading plan, meaning it was scheduled in advance and not subject to Mehrotra's discretionary timing decisions. As a routine scheduled disposition within an established plan, this filing provides limited insight into management sentiment regarding company fundamentals or forward-looking confidence.

Privia CFO Mountcastle sells 23,887 shares ($597.9K) at $25.03; stock now -9.8% from 52-week high with elevated P/E of 158.73

David Mountcastle, EVP and Chief Financial Officer of Privia Health Group, sold 23,887 shares at $25.03 on December 12, 2025, reducing his holdings by 12.1% to 172,909 shares. At the current price of $23.81, the stock trades -9.8% from its 52-week high of $26.40, and Mountcastle's prior sell at this ticker on 2025-02-14 posted a -1.0% return over 90 days, establishing a 1-for-1 well-timed pattern at PRVA. The company trades at a notably elevated P/E of 158.73 on net income of $6.9M against quarterly revenue of $580.4M, with modest annual revenue growth of 4.7%, suggesting valuation stretched relative to earnings generation. The combination of a material reduction in the CFO's position at near-peak price, coupled with a historical precedent of his prior PRVA sales preceding downward movement, warrants scrutiny of the company's near-term trajectory and cash flow trajectory."

CFO David Mountcastle sold 100,000 shares of PRVA for $2.5M on 2025-02-14; reduced holdings 38.8%.

David Mountcastle, EVP & CFO, executed a substantial sale of 100,000 shares at $25.15, reducing his holdings from 257,727 shares to 157,727 shares—a -38.8% reduction in position size. The transaction occurred near the 52-week high of $25.50, with the stock up 14.7% over the prior 30 days and 21.0% over 90 days, reflecting recent strong momentum. At current valuation metrics including a P/E of 231.82, the combination of a large CFO liquidation during sustained upward price movement and at/near historical highs merits attention, particularly given that Privia's revenue growth of 22.2% annually and latest quarterly net income of $3.5M suggest the company's valuation is pricing in significant future performance. Investors should monitor whether additional insider activity or forward guidance changes accompany this material reduction in the CFO's stake.

CEO Parth Mehrotra sells 135,142 shares of PRVA at $18.50 via scheduled 10b5-1 plan; post-sale holdings 365,106 shares.

Parth Mehrotra, CEO of Privia Health Group, sold 135,142 shares at $18.50 totaling $2,500,127.00 on 2024-09-10 pursuant to a pre-arranged 10b5-1 trading plan. This reduction represents 27.0% of his pre-transaction holdings, bringing his stake from 500,248 shares to 365,106 shares. Because the trade is scheduled under a 10b5-1 plan, it reflects automatic execution rather than discretionary timing by the CEO. Investors should note the material reduction in CEO share ownership, though the non-discretionary nature of the sale limits inferences about management's current conviction regarding the stock.