Insider Ledger
PRVA insider buying and SEC filings, explained
Privia Health Group, Inc. · CIK 1759655
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- Nasdaq
- Industry (SIC)
- Services-Health Services
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- PH Group Parent Corp.
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$2.8M
Planned sales (10b5-1)
$19.4M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Jul 9, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 21,275 shares at about $27.67 ($589K), marked as a 10b5-1 plan trade. Holdings down 11% to 164,853 shares. | SEC filing Filed Jul 13, 2026 |
| Jul 7, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 600 shares at about $27.57 ($17K), marked as a 10b5-1 plan trade. Holdings down <1% to 186,128 shares. | SEC filing Filed Jul 9, 2026 |
| Jul 2, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 24,734 shares at about $27.50 ($680K), marked as a 10b5-1 plan trade. Holdings down 12% to 186,728 shares. | SEC filing Filed Jul 7, 2026 |
| Jul 2–6, 2026 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 112,759 shares between Jul 2 and Jul 6 at about $27.29 ($3.1M), marked as a 10b5-1 plan trade. Holdings down 62% to 68,188 shares. | SEC filing Filed Jul 7, 2026 |
| Jun 30–Jul 1, 2026 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 135,498 shares between Jun 30 and Jul 1 at about $26.32 ($3.6M), marked as a 10b5-1 plan trade. Holdings down 64% to 76,651 shares. | SEC filing Filed Jul 2, 2026 |
| Jun 26–29, 2026 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 151,322 shares between Jun 26 and Jun 29 at about $25.33 ($3.8M), marked as a 10b5-1 plan trade. Holdings down 66% to 76,651 shares. | SEC filing Filed Jun 30, 2026 |
| Jun 26, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 17,196 shares at about $25.18 ($433K), marked as a 10b5-1 plan trade. Holdings down 8% to 211,462 shares. | SEC filing Filed Jun 30, 2026 |
| May 11, 2026 | Sale | David Mountcastle (CFO) sold 3,385 shares at $22.60 ($77K). Holdings down 2% to 211,462 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 13, 2026 |
| May 11–12, 2026 | Planned (10b5-1) | Parth Mehrotra (CEO and Director) sold 121,086 shares between May 11 and May 12 at about $22.56 ($2.7M), marked as a 10b5-1 plan trade. Holdings down 22% to 434,357 shares. | SEC filing Filed May 13, 2026 |
| May 1–4, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 8,385 shares between May 1 and May 4 at about $25.03 ($210K), marked as a 10b5-1 plan trade. Holdings down 4% to 214,847 shares. | SEC filing Filed May 5, 2026 |
| May 1–4, 2026 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 18,113 shares between May 1 and May 4 at about $24.99 ($453K), marked as a 10b5-1 plan trade. Holdings down 21% to 68,188 shares. | SEC filing Filed May 5, 2026 |
| Apr 2, 2026 | Sale | David Mountcastle (CFO) sold 5,566 shares at $20.85 ($116K). Holdings down 3% to 214,847 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Apr 6, 2026 |
| Mar 16, 2026 | Sale | Parth Mehrotra (CEO and Director) sold 26,509 shares at $22.11 ($586K). Holdings down 5% to 555,443 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 18, 2026 |
| Mar 16, 2026 | Sale | David Mountcastle (CFO) sold 6,391 shares at $22.11 ($141K). Holdings down 3% to 220,413 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 18, 2026 |
| Mar 12–13, 2026 | Sale | Parth Mehrotra (CEO and Director) sold 53,992 shares between Mar 12 and Mar 13 at about $21.71 ($1.2M). Holdings down 8% to 581,952 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 16, 2026 |
| Mar 12–13, 2026 | Sale | David Mountcastle (CFO) sold 13,018 shares between Mar 12 and Mar 13 at about $21.71 ($283K). Holdings down 5% to 226,804 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 16, 2026 |
| Mar 10, 2026 | Planned (10b5-1) | Parth Mehrotra (CEO and Director) sold 21,097 shares at about $22.71 ($479K), marked as a 10b5-1 plan trade. Holdings down 6% to 322,698 shares. | SEC filing Filed Mar 12, 2026 |
| Mar 6–9, 2026 | Planned (10b5-1) | Parth Mehrotra (CEO and Director) sold 63,439 shares between Mar 6 and Mar 9 at about $22.95 ($1.5M), marked as a 10b5-1 plan trade. Holdings down 16% to 343,795 shares. | SEC filing Filed Mar 10, 2026 |
| Mar 6–9, 2026 | Sale | Edward C Fargis (EVP & General Counsel) sold 9,343 shares between Mar 6 and Mar 9 at about $22.99 ($215K). Holdings down 10% to 83,711 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 10, 2026 |
| Mar 6–9, 2026 | Sale | David Mountcastle (CFO) sold 11,006 shares between Mar 6 and Mar 9 at about $22.99 ($253K). Holdings down 6% to 161,903 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 10, 2026 |
| Feb 26–27, 2026 | Planned (10b5-1) | David Mountcastle (CFO) sold 13,058 shares between Feb 26 and Feb 27 at about $25.03 ($327K), marked as a 10b5-1 plan trade. Holdings down 7% to 172,909 shares. | SEC filing Filed Mar 2, 2026 |
| Feb 26–27, 2026 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 24,338 shares between Feb 26 and Feb 27 at about $25.00 ($608K), marked as a 10b5-1 plan trade. Holdings down 26% to 68,188 shares. | SEC filing Filed Mar 2, 2026 |
| Dec 12, 2025 | Planned (10b5-1) | David Mountcastle (CFO) sold 23,887 shares at about $25.03 ($598K), marked as a 10b5-1 plan trade. Holdings down 12% to 172,909 shares. | SEC filing Filed Dec 16, 2025 |
| Dec 12, 2025 | Planned (10b5-1) | Matthew Shawn Morris (Director) sold 13,647 shares at about $25.01 ($341K), marked as a 10b5-1 plan trade. Holdings down 17% to 68,188 shares. | SEC filing Filed Dec 16, 2025 |
22 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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