Privia Health Group, Inc. (PRVA) Insider Ownership

Historic Insider Ownership Trends

As of May 30, 2026, the three largest insider holders of PRVA are Advisors, L.L.C. Mbd (TenPercentOwner, 24.83Mn shares), Capital Partners Iii, L.P. Pamplona (TenPercentOwner, 20.02Mn shares), William M Sullivan (Director, 6.29Mn shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Lance Berberian - 7,668 0 17 Jul, 2025
Nancy G Cocozza - 34,351 0 23 May, 2025
David S Wichmann - 25,709 0 23 May, 2025
David P King - 42,312 0 23 May, 2025
Matthew Shawn Morris Chief Executive Officer 105,645 0 14 Jun, 2023
Jeffrey Scott Sherman Evp, Cfo And Cao 61,307 0 07 Jan, 2022
Thomas A Mccarthy - 0 41,487 23 Aug, 2024
Capital Partners Iii, L.P. Pamplona - 0 20,019,808 26 Nov, 2021
Advisors, L.L.C. Mbd - 0 24,826,071 22 Nov, 2022
Pamela O Kimmet - 25,709 0 23 May, 2025
Patricia Anne Maryland - 42,312 0 23 May, 2025
David Mountcastle Evp Chief Financial Officer 220,413 0 18 Mar, 2026
Parth Mehrotra Chief Executive Officer 555,443 0 18 Mar, 2026
Jeffrey B Butler - 2,729,389 0 15 Nov, 2022
Jeffrey Daniel Bernstein - 0 110,337 10 May, 2023
Thomas Bartrum Evp, General Counsel 102,356 0 13 May, 2024
William M Sullivan - 0 6,288,528 06 Oct, 2022
Jaewon Ryu - 38,647 0 23 May, 2025
Adam Boehler - 0 5,773,522 13 Jun, 2024
Edward C Fargis Evp General Counsel 111,979 0 12 Mar, 2026

* 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
02 Apr, 2026 David Mountcastle Common Stock, par value $0.01 per share D 5,566 $20.85 214,847 D S
16 Mar, 2026 Parth Mehrotra Common Stock, $0.01 par value per share D 26,509 $22.11 555,443 D S
16 Mar, 2026 David Mountcastle Common Stock, par value $0.01 per share D 6,391 $22.11 220,413 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 David Mountcastle Common Stock, par value $0.01 per share A 35,335 $0.00 197,238 D A
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 Edward C Fargis Common Stock, $0.01 par value per share A 28,268 $0.00 111,979 D A
11 Mar, 2026 David Mountcastle Common Stock, par value $0.01 per share A 42,584 $0.00 239,822 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 Parth Mehrotra Common Stock, $0.01 par value per share A 171,904 $0.00 635,944 D A
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 Edward C Fargis Common Stock, $0.01 par value per share D 4,394 $23.15 88,660 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 Edward C Fargis Common Stock, $0.01 par value per share D 4,949 $22.84 83,711 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 David Mountcastle Common Stock, par value $0.01 per share D 5,829 $22.84 161,903 D S
09 Mar, 2026 Parth Mehrotra Common Stock, $0.01 par value per share D 1,219 $23.37 362,660 D S