πŸ•΅οΈ Privia Health Group, Inc. ($PRVA)

SEC insider & ownership activity, last 12 months Β· CIK 1759655 Β· every row links its SEC filing

Over the last 12 months insiders sold $22.2M with no open-market buying against it. Morris Matthew Shawn sold $11.9M through a 10b5-1 trading plan in 12 lots (Dec–Jul). 1 planned sale is pending, the largest $17K (Mountcastle David). No red-flag 8-Ks in the window.

🚨 9 signals active β€” planned-vs-executed verdicts, pre-event flags, and cluster context live in the API and the alerts bot.
Oct 2025: net +$0 Nov 2025: net +$0 Dec 2025: net -$939K Jan 2026: net +$0 Feb 2026: net -$935K Mar 2026: net -$4.6M Apr 2026: net -$116K May 2026: net -$3.5M Jun 2026: net -$5.6M Jul 2026: net -$6.6M Aug 2026: net +$0 Sep 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

0 buyers, $0 (0 lots) Β· 4 sellers, $22.2M (40 lots)

InsiderBuysBoughtSellsSoldLast
Morris Matthew Shawn0– 12$11.9MJul 6, 2026
Mehrotra Parth0– 10$6.4MMay 12, 2026
Mountcastle David0– 16$3.7MJul 9, 2026
Edward C. Fargis0– 2$215KMar 9, 2026

5%+ holders

HolderStakeClassScheduleEvent
BlackRock, Inc. 14.2% 13GJul 29, 2026 filing β†—
FMR LLC 10.1% 13GNov 5, 2025 filing β†—
Abigail P. Johnson 10.1% 13GNov 5, 2025 filing β†—
Vanguard Portfolio Management 5.2% 13GApr 29, 2026 filing β†—
PUMA Growth Holdings, LLC 5.1% 13DSep 1, 2026 filing β†—
Rubicon Founders OP GP, LP 5.1% 13DSep 1, 2026 filing β†—
Rubicon Founders OP GP 2 LLC 5.1% 13DSep 1, 2026 filing β†—
Rubicon Founders LLC 5.1% 13DSep 1, 2026 filing β†—
Adam Boehler 5.1% 13DSep 1, 2026 filing β†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Mountcastle David$589KJul 9, 2026 filing β†—
Mountcastle David$17KJul 7, 2026 filing β†—
Mountcastle David$680KJul 2, 2026 filing β†—
Mountcastle David$433KJun 26, 2026 filing β†—
Mehrotra Parth$354KMay 12, 2026 filing β†—
Mehrotra Parth$2.1MMay 11, 2026 filing β†—
Mountcastle David$77KMay 11, 2026 filing β†—
Mehrotra Parth$317KMay 11, 2026 filing β†—
Mountcastle David$30KMay 4, 2026 filing β†—
Mountcastle David$180KMay 1, 2026 filing β†—
Matthew Shawn Morris$40.5MMay 1, 2026 filing β†—
Mountcastle David$116KApr 2, 2026 filing β†—
Mehrotra Parth$586KMar 16, 2026 filing β†—
Mountcastle David$141KMar 16, 2026 filing β†—
Mehrotra Parth$586KMar 13, 2026 filing β†—
Mountcastle David$141KMar 13, 2026 filing β†—
Mehrotra Parth$586KMar 12, 2026 filing β†—
Mountcastle David$141KMar 12, 2026 filing β†—
Mehrotra Parth$479KMar 10, 2026 filing β†—
Mehrotra Parth$530KMar 9, 2026 filing β†—
Mehrotra Parth$431KMar 9, 2026 filing β†—
Edward C. Fargis$113KMar 9, 2026 filing β†—
Mountcastle David$133KMar 9, 2026 filing β†—
Edward C. Fargis$102KMar 6, 2026 filing β†—
Mehrotra Parth$496KMar 6, 2026 filing β†—
Mountcastle David$120KMar 6, 2026 filing β†—
Mountcastle David$193KFeb 27, 2026 filing β†—
Mountcastle David$134KFeb 26, 2026 filing β†—
Mountcastle David$598KDec 12, 2025 filing β†—
Matthew Shawn Morris$20.8MDec 12, 2025 filing β†—

Material events (8-K)

ItemEvent date
Officer/director changes (5.02)Aug 12, 2026 filing β†—
Financial Statements and Exhibits (9.01)Aug 12, 2026 filing β†—
Earnings (2.02)Aug 6, 2026 filing β†—
Financial Statements and Exhibits (9.01)Aug 6, 2026 filing β†—
Officer/director changes (5.02)Jul 6, 2026 filing β†—
Shareholder vote (5.07)May 20, 2026 filing β†—
Earnings (2.02)May 7, 2026 filing β†—
Financial Statements and Exhibits (9.01)May 7, 2026 filing β†—
Earnings (2.02)Feb 26, 2026 filing β†—
Financial Statements and Exhibits (9.01)Feb 26, 2026 filing β†—
Other events (8.01)Dec 5, 2025 filing β†—
Earnings (2.02)Nov 6, 2025 filing β†—
Financial Statements and Exhibits (9.01)Nov 6, 2025 filing β†—
Other events (8.01)Oct 24, 2025 filing β†—
Other events (8.01)Sep 23, 2025 filing β†—