Privia Health's top three insider shareholders as of September 05, 2026 are Capital Partners Iii, L.P. Pamplona (TenPercentOwner, 20.02Mn shares), Capital Partners Iii, L.P. Pamplona (TenPercentOwner, 20.02Mn shares), Capital Partners Iii, L.P. Pamplona (TenPercentOwner, 20.02Mn shares).
| # | 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 | Jaewon Ryu | Director | 47,110 | 0 | 47,110 | 0.1% | 22 May, 2026 |
| 15 | Nancy G Cocozza | Director | 42,814 | 0 | 42,814 | 0.1% | 22 May, 2026 |
| 16 | Patricia Anne Maryland | Director | 42,312 | 0 | 42,312 | 0.1% | 23 May, 2025 |
| 17 | David P King | 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 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 | Matthew Shawn Morris | Director | Acquired M | 88,110 | $2.00 | $176.22K | 164,761 | 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 | Disposed S | 88,110 | $25.33 | $2.23Mn | 76,651 | Direct |
| 26 Jun, 2026 | David Mountcastle | Evp Chief Financial Officer | Disposed S | 17,196 | $25.18 | $433.00K | 211,462 | Direct |