Privia Health PRVA Insider Ownership

NASDAQ PRVA
$19.62 -0.25 (-1.26%)
At close: Sep 29, 2026 · 4:00 PM EDT

Insider Holdings by Owner

37.03Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
38.40%
▼-0.039% pp QoQ
Shares Held by Insiders
48.43Mn
filed for Sep 2026
▼-0.10% QoQ
Shares Outstanding
126.12Mn
126,121,426 shares
Direct Holdings
4.61Mn
Indirect: 43.81Mn
Net Shares Traded (QoQ)
-48.72K
net selling in Sep 2026
Insiders Holding Shares
23
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

Privia Health's three largest insider shareholders as of September 29, 2026 are Capital Partners Iii, L.P. Pamplona (TenPercentOwner, 20.02Mn shares), William M Sullivan (Director, 6.29Mn shares), William M Sullivan (Director, 5.89Mn shares).

Form 4 Holdings

Insiders Holding PRVA

Insiders 23
Shares held 37.03Mn
Of outstanding 29.36%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Capital Partners Iii, L.P. Pamplona TenPercentOwner 0 20,019,808 20,019,808 54.1% 26 Nov, 2021
2 William M Sullivan Director 33,916 6,288,528 6,322,444 17.1% 23 May, 2024
3 Adam Boehler Director 0 5,773,522 5,773,522 15.6% 13 Jun, 2024
4 Jeffrey B Butler Director 2,729,389 0 2,729,389 7.4% 15 Nov, 2022
5 Parth Mehrotra Chief Executive Officer 695,150 0 695,150 1.9% 13 May, 2026
6 David Mountcastle Evp Chief Financial Officer 404,742 0 404,742 1.1% 13 Jul, 2026
7 Matthew Shawn Morris Director 173,833 0 173,833 0.5% 07 Jul, 2026
8 Edward C Fargis Evp General Counsel 111,979 0 111,979 0.3% 12 Mar, 2026
9 Jeffrey Daniel Bernstein Director 0 110,337 110,337 0.3% 10 May, 2023
10 Advisors, L.L.C. Mbd TenPercentOwner 0 110,337 110,337 0.3% 10 May, 2023
11 Sachs Group Inc Goldman TenPercentOwner 0 110,337 110,337 0.3% 10 May, 2023
12 Thomas Bartrum Evp, General Counsel 102,356 0 102,356 0.3% 13 May, 2024
13 Jeffrey Scott Sherman Evp, Cfo And Cao 61,307 0 61,307 0.2% 07 Jan, 2022
14 David P King Director 50,775 0 50,775 0.1% 22 May, 2026
15 Jaewon Ryu Director 47,110 0 47,110 0.1% 22 May, 2026
16 Nancy G Cocozza Director 42,814 0 42,814 0.1% 22 May, 2026
17 Patricia Anne Maryland Director 42,312 0 42,312 0.1% 23 May, 2025
18 Pamela O Kimmet Director 34,172 0 34,172 0.1% 22 May, 2026
19 Thomas A Mccarthy Director 27,983 0 27,983 0.1% 22 May, 2026
20 David S Wichmann Director 25,709 0 25,709 0.1% 23 May, 2025
21 Lance Berberian Director 16,131 0 16,131 0.0% 22 May, 2026
22 Francis S Jr Soistman Director 8,463 0 8,463 0.0% 22 May, 2026
23 Opella Finley Ernest Director 6,350 0 6,350 0.0% 03 Sep, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

804 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
01 Sep, 2026 Opella Finley Ernest Director Acquired A 6,350 $0.00 $0 6,350 Direct
09 Jul, 2026 David Mountcastle Evp Chief Financial Officer Disposed S 21,275 $27.67 $588.68K 164,853 Direct
07 Jul, 2026 David Mountcastle Evp Chief Financial Officer Disposed S 600 $27.57 $16.54K 186,128 Direct
02 Jul, 2026 Matthew Shawn Morris Director Acquired M 59,037 $2.00 $118.07K 135,688 Direct
02 Jul, 2026 David Mountcastle Evp Chief Financial Officer Disposed S 24,734 $27.50 $680.19K 186,728 Direct
02 Jul, 2026 Matthew Shawn Morris Director Disposed S 59,037 $27.33 $1.61Mn 76,651 Direct
06 Jul, 2026 Matthew Shawn Morris Director Acquired M 53,722 $2.00 $107.44K 130,373 Direct
06 Jul, 2026 Matthew Shawn Morris Director Disposed S 53,722 $27.24 $1.46Mn 68,188 Direct
02 Jul, 2026 Matthew Shawn Morris Director Disposed M 59,037 $0.00 $0 3,328,344 Direct
06 Jul, 2026 Matthew Shawn Morris Director Disposed M 53,722 $0.00 $0 3,274,622 Direct
30 Jun, 2026 Matthew Shawn Morris Director Acquired M 52,823 $2.00 $105.65K 129,474 Direct
30 Jun, 2026 Matthew Shawn Morris Director Disposed S 52,823 $25.72 $1.36Mn 76,651 Direct
01 Jul, 2026 Matthew Shawn Morris Director Acquired M 82,675 $2.00 $165.35K 159,326 Direct
01 Jul, 2026 Matthew Shawn Morris Director Disposed S 45,634 $26.52 $1.21Mn 113,692 Direct
01 Jul, 2026 Matthew Shawn Morris Director Disposed S 37,041 $26.93 $997.51K 76,651 Direct
30 Jun, 2026 Matthew Shawn Morris Director Disposed M 52,823 $0.00 $0 3,470,056 Direct
01 Jul, 2026 Matthew Shawn Morris Director Disposed M 82,675 $0.00 $0 3,387,381 Direct
26 Jun, 2026 David Mountcastle Evp Chief Financial Officer Acquired M 17,196 $2.00 $34.39K 228,658 Direct
26 Jun, 2026 Matthew Shawn Morris Director Acquired M 88,110 $2.00 $176.22K 164,761 Direct
26 Jun, 2026 Matthew Shawn Morris Director Disposed S 88,110 $25.33 $2.23Mn 76,651 Direct