As of March 23, 2026, Privia Health's top three insider holders are Adam Boehler (Director, 5.77Mn shares), William M Sullivan (Director, 5.45Mn shares), Jeffrey B Butler (Director, 2.73Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Adam Boehler | 0 | 5,773,522 | 13 Jun, 2024 | |
| William M Sullivan | 0 | 5,445,018 | 12 Mar, 2024 | |
| Jeffrey B Butler | 2,729,389 | 0 | 15 Nov, 2022 | |
| Parth Mehrotra | Chief Executive Officer | 555,443 | 0 | 18 Mar, 2026 |
| Parth Mehrotra | Chief Executive Officer | 343,795 | 0 | 10 Mar, 2026 |
| David Mountcastle | Evp Chief Financial Officer | 220,413 | 0 | 18 Mar, 2026 |
| David Mountcastle | Evp Chief Financial Officer | 161,903 | 0 | 10 Mar, 2026 |
| Edward C Fargis | Evp General Counsel | 111,979 | 0 | 12 Mar, 2026 |
| Advisors, L.L.C. Mbd | 0 | 110,337 | 10 May, 2023 | |
| Sachs Group Inc Goldman | 0 | 110,337 | 10 May, 2023 | |
| Jeffrey Daniel Bernstein | 0 | 110,337 | 10 May, 2023 | |
| Thomas Bartrum | 102,356 | 0 | 13 May, 2024 | |
| Edward C Fargis | Evp General Counsel | 83,711 | 0 | 10 Mar, 2026 |
| Jeffrey Scott Sherman | Evp, Cfo And Cao | 61,307 | 0 | 07 Jan, 2022 |
| Patricia Anne Maryland | 42,312 | 0 | 23 May, 2025 | |
| Jaewon Ryu | 38,647 | 0 | 23 May, 2025 | |
| William M Sullivan | 33,916 | 0 | 23 May, 2024 | |
| Pamela O Kimmet | 25,709 | 0 | 23 May, 2025 | |
| David S Wichmann | 25,709 | 0 | 23 May, 2025 | |
| Health Group Holdings, Llc Brighton | 6 | 0 | 14 May, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | D | 6,391 | $22.11 | 220,413 | D | S |
| 16 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 26,509 | $22.11 | 555,443 | D | S |
| 12 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 26,763 | $21.90 | 609,181 | D | S |
| 12 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | D | 6,453 | $21.90 | 233,369 | D | S |
| 13 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 27,229 | $21.52 | 581,952 | D | S |
| 13 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | D | 6,565 | $21.52 | 226,804 | D | S |
| 10 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 21,097 | $22.71 | 322,698 | D | S |
| 10 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | A | 35,335 | $0.00 | 197,238 | D | A |
| 10 Mar, 2026 | Edward C Fargis | Common Stock, $0.01 par value per share | A | 28,268 | $0.00 | 111,979 | D | A |
| 10 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | A | 141,342 | $0.00 | 464,040 | D | A |
| 11 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | A | 42,584 | $0.00 | 239,822 | D | A |
| 11 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | A | 171,904 | $0.00 | 635,944 | D | A |
| 06 Mar, 2026 | Edward C Fargis | Common Stock, $0.01 par value per share | D | 4,394 | $23.15 | 88,660 | D | S |
| 06 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 21,440 | $23.15 | 385,794 | D | S |
| 06 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | D | 5,177 | $23.15 | 167,732 | D | S |
| 06 Mar, 2026 | Edward C Fargis | Common Stock, $0.01 par value per share | D | 4,394 | $23.15 | 88,660 | D | S |
| 06 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 21,440 | $23.15 | 385,794 | D | S |
| 06 Mar, 2026 | David Mountcastle | Common Stock, par value $0.01 per share | D | 5,177 | $23.15 | 167,732 | D | S |
| 09 Mar, 2026 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 21,915 | $22.84 | 363,879 | D | S |
| 09 Mar, 2026 | Edward C Fargis | Common Stock, $0.01 par value per share | D | 4,949 | $22.84 | 83,711 | D | S |