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).
| # | 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.
| 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 |