Over the 90-day window ending January 14, 2026, Privia Health's three dominant insider ownership positions are held by Director Adam Boehler (5.77Mn shares), Director William M Sullivan (5.48Mn shares), Director Jeffrey B Butler (2.73Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Adam Boehler | 5,773,522 | 13 Jun, 2024 | |
| William M Sullivan | 5,478,934 | 23 May, 2024 | |
| Jeffrey B Butler | 2,729,389 | 15 Nov, 2022 | |
| David S Wichmann | 1,341,049 | 23 May, 2025 | |
| Parth Mehrotra | Chief Executive Officer | 407,234 | 14 May, 2025 |
| David Mountcastle | Evp & Chief Financial Officer | 172,909 | 16 Dec, 2025 |
| Jeffrey Daniel Bernstein | 110,337 | 10 May, 2023 | |
| Advisors, L.L.C. Mbd | 110,337 | 10 May, 2023 | |
| Sachs Group Inc Goldman | 110,337 | 10 May, 2023 | |
| Thomas Bartrum | 102,356 | 13 May, 2024 | |
| Edward C Fargis | Evp & General Counsel | 93,054 | 12 Mar, 2025 |
| Matthew Shawn Morris | 80,186 | 16 Dec, 2025 | |
| Jeffrey Scott Sherman | Evp And Cfo And Cao | 61,307 | 07 Jan, 2022 |
| Thomas A Mccarthy | 61,007 | 23 May, 2025 | |
| Patricia Anne Maryland | 42,312 | 23 May, 2025 | |
| David P King | 42,312 | 23 May, 2025 | |
| Jaewon Ryu | 38,647 | 23 May, 2025 | |
| Nancy G Cocozza | 34,351 | 23 May, 2025 | |
| Pamela O Kimmet | 25,709 | 23 May, 2025 | |
| Lance Berberian | 7,668 | 17 Jul, 2025 | |
| Health Group Holdings, Llc Brighton | 6 | 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Dec, 2025 | Matthew Shawn Morris | Common Stock, par value $0.01 per share | D | 13,647 | $25.01 | 68,188 | D | S |
| 12 Dec, 2025 | Matthew Shawn Morris | Common Stock, par value $0.01 per share | A | 13,647 | $2.00 | 81,835 | D | M |
| 12 Dec, 2025 | David Mountcastle | Common Stock, par value $0.01 per share | D | 23,887 | $25.03 | 172,909 | D | S |
| 12 Dec, 2025 | David Mountcastle | Common Stock, par value $0.01 per share | A | 23,887 | $2.00 | 196,796 | D | M |
| 15 Jul, 2025 | Lance Berberian | Common Stock, $0.01 par value per share | A | 7,668 | $0.00 | 7,668 | D | A |
| 15 Jul, 2025 | Lance Berberian | - | - | 7,668 | D | |||
| 21 May, 2025 | Nancy G Cocozza | Common Stock, $0.01 par value per share | A | 8,396 | $0.00 | 34,351 | D | A |
| 21 May, 2025 | David S Wichmann | Common Stock, par value $0.01 per share | A | 8,396 | $0.00 | 25,709 | D | A |
| 21 May, 2025 | David P King | Common Stock, $0.01 par value per share | A | 8,396 | $0.00 | 42,312 | D | A |
| 21 May, 2025 | Matthew Shawn Morris | Common Stock, par value $0.01 per share | A | 8,396 | $0.00 | 68,188 | D | A |
| 21 May, 2025 | Thomas A Mccarthy | Common Stock, $0.01 par value per share | A | 8,396 | $0.00 | 19,520 | D | A |
| 21 May, 2025 | Pamela O Kimmet | - | - | 25,709 | D | |||
| 21 May, 2025 | Pamela O Kimmet | Common Stock, par value $0.01 per share | A | 8,396 | $0.00 | 25,709 | D | A |
| 21 May, 2025 | Patricia Anne Maryland | Common Stock, $0.01 par value per share | A | 8,396 | $0.00 | 42,312 | D | A |
| 21 May, 2025 | Jaewon Ryu | Common Stock, $0.01 par value per share | A | 8,396 | $0.00 | 38,647 | D | A |
| 13 May, 2025 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 15,909 | $24.52 | 407,234 | D | S |
| 12 May, 2025 | David Mountcastle | Common Stock, par value $0.01 per share | D | 3,322 | $24.99 | 172,909 | D | S |
| 12 May, 2025 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 13,773 | $24.99 | 423,143 | D | S |
| 01 May, 2025 | Parth Mehrotra | Common Stock, $0.01 par value per share | D | 17,365 | $23.08 | 436,916 | D | S |
| 01 May, 2025 | Parth Mehrotra | - | - | 436,916 | D |