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PRVA · Privia Health Group, Inc.
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PRVA Privia Health (PRVA) Insider Trading, Ownership & Congress Trades

Healthcare Services · Services-health services · CIK 0001759655
Quote by TradingView
Activist 13D
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
159
13F, latest reported quarter
Conversions, 180 days
11
Codes C/M, not in net · $886.5K priced

What the filings say about PRVA

Insiders, 180 days
-$15.7M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Activist stakes (13D), 180 days
1 filing
Largest: 5.1% of the class

Privia Health insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Privia Health Group, Inc. insiders sold a net $15.7M of stock across 358 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Mountcastle David
EVP & Chief Financial Officer
SELL
2026-07-13 SECtraded 2026-07-09
21,275
$588.7K
-20.0%
Context
  • 47 earlier Form 4 trades (code P or S) here by this insider (47 sales), the last on Jul 7, 2026.
  • The trade is 12.9% of the 164,853 shares held after it.
  • 1 other insider sold within 30 days.
  • 159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Financial Officer Mountcastle David sold about $588.7K of PRVA on Jul 9, 2026; 1 other insider sold within 30 days and 159 funds added in the latest 13F quarter.
Mountcastle David
EVP & Chief Financial Officer
SELL
2026-07-09 SECtraded 2026-07-07
600
$16.5K
-18.5%
Context
  • 46 earlier Form 4 trades (code P or S) here by this insider (46 sales), the last on Jul 2, 2026.
  • The trade is 0.3% of the 186,128 shares held after it.
  • 1 other insider sold within 30 days.
  • 159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Financial Officer Mountcastle David sold about $16.5K of PRVA on Jul 7, 2026; 1 other insider sold within 30 days and 159 funds added in the latest 13F quarter.
Morris Matthew Shawn
Director
SELL
2026-07-07 SECtraded 2026-07-06
53,722
$1.5M
-17.6%
Context
  • 71 earlier Form 4 trades (code P or S) here by this insider (71 sales), the last on Jul 2, 2026.
  • The trade is 78.8% of the 68,188 shares held after it.
  • 1 other insider sold within 30 days.
  • 159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Morris Matthew Shawn sold about $1.5M of PRVA on Jul 6, 2026; 1 other insider sold within 30 days and 159 funds added in the latest 13F quarter.
Morris Matthew Shawn
Director
SELL
2026-07-07 SECtraded 2026-07-02
59,037
$1.6M
-17.6%
Context
  • 70 earlier Form 4 trades (code P or S) here by this insider (70 sales), the last on Jul 1, 2026.
  • The trade is 77.0% of the 76,651 shares held after it.
  • 1 other insider sold within 30 days.
  • 159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Morris Matthew Shawn sold about $1.6M of PRVA on Jul 2, 2026; 1 other insider sold within 30 days and 159 funds added in the latest 13F quarter.
Mountcastle David
EVP & Chief Financial Officer
SELL
2026-07-07 SECtraded 2026-07-02
24,734
$680.2K
-17.6%
Context
  • 45 earlier Form 4 trades (code P or S) here by this insider (45 sales), the last on Jun 26, 2026.
  • The trade is 13.2% of the 186,728 shares held after it.
  • 1 other insider sold within 30 days.
  • 159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & Chief Financial Officer Mountcastle David sold about $680.2K of PRVA on Jul 2, 2026; 1 other insider sold within 30 days and 159 funds added in the latest 13F quarter.
358 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 353 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$15.7M over 180 days
below 78% of Healthcare Services
Congress
no House purchase disclosed in the last 12 months
Funds
159 funds bought in last quarter
more than 64% of Healthcare Services
Revenue
+22.3% year over year
more than 72% of Healthcare Services
Margin
1.1% net margin
more than 54% of Healthcare Services
Buybacks
no share repurchases reported
Short interest
5.3% of the float short (float per yahoo 2026-10-26) · 4.3 days to cover · settled 2026-09-30
more than 60% of Healthcare Services
The situation: each line is one rule over one dataset
Puma Growth Holdings, LLC disclosed a 5%+ stake (5.07%) in the last six months.
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 18 in the prior 90
Why it matters
The absence is the signal: 18 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch PRVA

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-13.7%12M
-26%-15%-3%+8%2025-102025-122026-022026-042026-062026-082026-10 2026-05-11 · Mehrotra Parth sold $2.4M2026-06-26 · Morris Matthew Shawn sold $2.2M2026-07-02 · Morris Matthew Shawn sold $1.6M2026-06-29 · Morris Matthew Shawn sold $1.6M2026-07-06 · Morris Matthew Shawn sold $1.5M2026-06-30 · Morris Matthew Shawn sold $1.4M2026-07-01 · Morris Matthew Shawn sold $1.2M2026-07-01 · Morris Matthew Shawn sold $997.5K2026-07-02 · Mountcastle David sold $680.2K2025-12-12 · Mountcastle David sold $597.9K2026-07-09 · Mountcastle David sold $588.7K2026-03-16 · Mehrotra Parth sold $586.1K2026-03-12 · Mehrotra Parth sold $586.1K2026-03-13 · Mehrotra Parth sold $586.0K2026-03-09 · Mehrotra Parth sold $500.5K2026-03-06 · Mehrotra Parth sold $496.3K2026-03-10 · Mehrotra Parth sold $479.1K2026-06-26 · Mountcastle David sold $433.0K2026-03-09 · Mehrotra Parth sold $430.9K2026-05-01 · Morris Matthew Shawn sold $427.2K2026-02-27 · Morris Matthew Shawn sold $413.8K2026-05-12 · Mehrotra Parth sold $354.2K2025-12-12 · Morris Matthew Shawn sold $341.3K2026-02-26 · Morris Matthew Shawn sold $194.6K2026-02-27 · Mountcastle David sold $192.8K2026-05-01 · Mountcastle David sold $179.7K2026-03-12 · Mountcastle David sold $141.3K2026-03-16 · Mountcastle David sold $141.3K2026-03-13 · Mountcastle David sold $141.3K2026-02-26 · Mountcastle David sold $134.0K2026-03-09 · Mountcastle David sold $133.1K2026-03-06 · Mountcastle David sold $119.8K2026-04-02 · Mountcastle David sold $116.1K2026-03-09 · Fargis Edward C sold $113.0K2026-03-06 · Fargis Edward C sold $101.7K2026-05-11 · Mountcastle David sold $76.5K2026-05-04 · Mountcastle David sold $30.1K2026-03-09 · Mehrotra Parth sold $28.5K2026-05-04 · Morris Matthew Shawn sold $25.4K2026-07-07 · Mountcastle David sold $16.5K2026-09-08 · Puma Growth Holdings, LLC filed a 5%+ stake (5.07%)2026-09-08 · Rubicon Founders OP GP, LP filed a 5%+ stake (5.07%)2026-09-08 · Rubicon Founders OP GP 2 LLC filed a 5%+ stake (5.07%)2026-09-08 · Rubicon Founders LLC filed a 5%+ stake (5.07%)2026-09-08 · Adam Boehler filed a 5%+ stake (5.07%)2026-07-09 · Mountcastle David filed to sell $588.6K2026-07-07 · Mountcastle David filed to sell $16.5K2026-07-02 · Mountcastle David filed to sell $680.2K2026-06-26 · Mountcastle David filed to sell $433.0K
Insider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PRVA: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
21,402,417 sh
$550.7M
FMR LLC
12,848,437 sh
$330.6M
Durable Capital Partners LP
11,635,948 sh
$299.4M
VANGUARD PORTFOLIO MANAGEMENT LLC
6,572,384 sh
$169.1M
Rubicon Founders LLC
5,971,079 sh
$153.6M

Congress trades in PRVA

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Puma Growth Holdings, LLC
Activist 13D · 2026-09-08
5.07%
Rubicon Founders OP GP, LP
Activist 13D · 2026-09-08
5.07%
Rubicon Founders OP GP 2 LLC
Activist 13D · 2026-09-08
5.07%
Rubicon Founders LLC
Activist 13D · 2026-09-08
5.07%
Adam Boehler
Activist 13D · 2026-09-08
5.07%

PRVA planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Mountcastle David
Filed 2026-07-09
$588.6K
Mountcastle David
Filed 2026-07-07
$16.5K
Mountcastle David
Filed 2026-07-02
$680.2K
Mountcastle David
Filed 2026-06-26
$433.0K

PRVA mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Global X HealthTech ETF
$576.6K position · as of 2026-05-31
2.3%
BNY Mellon Small/Mid Cap Growth Fund
$18.2M position · as of 2026-06-30
2.1%
Select Health Care Services Portfolio
$16.7M position · as of 2026-05-31
2.1%
Nationwide Renaissance Small Cap Growth Fund
$452.9K position · as of 2026-07-31
2.0%
State Street(R) SPDR(R) S&P(R) Health Care Services ETF
$2.5M position · as of 2026-06-30
1.8%
BNY Mellon Small Cap Multi-Strategy Fund
$2.0M position · as of 2026-05-31
1.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Parth Mehrotra
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$9.2M
$12.4M
$2.3M
-32%
-5%
2024
$8.2M
$2.9M
$2.9M
-44%
-22%
2022
$1.7M
$3.4M
$2.8M
-35%
-26%
2021
$103.6M
$158.1M
$30.9M
-26%
-7%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $15.7M sold by insiders over 180 days, 159 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
NTRACSTLPGNYHIMSWGSTDOCAVAHGHADUSSERABDSXBLLN

PRVA financials

Revenue growth
+22.3%
XBRL, annual
Net margin
1.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.4B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+1.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$131.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+3.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+2.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
no debt line filed
Return on capital employed
+5.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
106.71x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+4.6%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
1.17x
P/E over trailing EPS growth of 91%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$2.1B$1.7B$1.7B$1.4B
Operating income$34.2M$17.0M$20.6M-$19.1M
Net income$22.9M$14.4M$23.1M-$8.6M
EPS (diluted)0.180.110.19-0.08
Operating cash flow$163.4M$109.3M$80.8M$47.2M
Cash$479.7M$491.1M$389.5M$348.0M
SEC XBRL, fiscal years, as known on 2026-10-27

PRVA Stock Sonar score 5/7 axes

Find similar shapesCompare

PRVA ranks highest on growth (72nd percentile) and institutional and government (64th), and lowest on insider conviction (11th), among Healthcare Services peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
58
Inputs
  • Return on equity+3.8% · 57 pct, sector of 70
  • Return on assets+2.0% · 62 pct, sector of 88
  • Return on invested capitalno debt line filed
  • Return on capital employed+5.6% · 55 pct, sector of 68
Growth
72
Inputs
  • Revenue growth, YoY+22.3% · 72 pct, sector of 87
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
11
Inputs
  • Net Form 4 buying (codes P and S), 180d-$15.7M · 22 pct, sector of 64
  • Insider buyers, 180d0 · 0 pct, sector of 64
Institutional and government
64
Inputs
  • Funds adding, latest quarter159 · 64 pct, sector of 73
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
49
Inputs
  • Short interest, % of float+5.3% · 48 pct, sector of 95
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+10.0% · 51 pct, sector of 72
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

PRVA filings, in plain words

Are Privia Health insiders buying or selling PRVA?

In the 180 days to 2026-10-27, Privia Health insiders were net sellers, a net $15.7M across purchases and sales reported on Form 4, by 3 sellers.

Read the full summary

In the 180 days to 2026-10-27, Privia Health insiders were net sellers of PRVA, a net $15.7M across purchases and sales reported on Form 4 by 3 sellers. None of the 18 insider sales was flagged as made under a Rule 10b5-1 plan. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 5.1% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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