Privia Health Group, Inc.·4

Mar 2, 5:23 PM ET

Morris Matthew Shawn 4

4 · Privia Health Group, Inc. · Filed Mar 2, 2026

Research Summary

AI-generated summary of this filing

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Privia Health (PRVA) Director Matthew Morris Exercises Options, Sells Shares

What Happened

  • Matthew Morris, a director of Privia Health Group, exercised stock options and immediately sold the underlying shares. He exercised 7,788 options on 2026-02-26 and 16,550 options on 2026-02-27 (total 24,338 shares) at a $2.00 strike, paying $48,676 in exercise cost. He sold those shares in the open market the same days for total proceeds of $608,372 (weighted-average sale prices reported near $24.99–$25.00). The filing shows corresponding derivative dispositions at $0.00 reflecting cancellation of the options upon exercise.

Key Details

  • Transaction dates: 2026-02-26 (7,788 shares) and 2026-02-27 (16,550 shares).
  • Exercise prices / cost: $2.00 per share; total exercise cost $48,676.
  • Sale proceeds: $194,622 (Feb 26) and $413,750 (Feb 27); total ≈ $608,372.
  • Net proceeds (sales minus exercise cost): ≈ $559,696 (before taxes/fees).
  • Weighted-average sale prices: ranges reported across multiple trades (≈ $24.95–$25.15 per share; see footnotes).
  • Shares owned after the transactions: not disclosed in this Form 4.
  • Footnotes: trades were effected pursuant to a Rule 10b5-1 trading plan; all stock options were fully vested and exercisable.
  • Filing timeliness: Form 4 filed 2026-03-02 for transactions on 2026-02-26 and 02-27 — the filing appears timely under Form 4 rules.

Context

  • This was an exercise-and-sell (cashless-like) transaction: options were exercised and the resulting shares were promptly sold in the open market. The presence of a 10b5-1 plan indicates the sales were made under a pre-established trading plan rather than ad hoc trading. Purchases (buying shares) tend to be more informative as bullish signals; here the net result was a cash-out by the insider rather than a new long purchase.

Insider Transaction Report

Form 4
Period: 2026-02-26
Transactions
  • Exercise/Conversion

    Common Stock, par value $0.01 per share

    [F1]
    2026-02-26$2.00/sh+7,788$15,57675,976 total
  • Sale

    Common Stock, par value $0.01 per share

    [F1][F2]
    2026-02-26$24.99/sh7,788$194,62268,188 total
  • Exercise/Conversion

    Common Stock, par value $0.01 per share

    [F1]
    2026-02-27$2.00/sh+16,550$33,10084,738 total
  • Sale

    Common Stock, par value $0.01 per share

    [F1][F3]
    2026-02-27$25.00/sh16,550$413,75068,188 total
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-267,7883,708,864 total
    Exercise: $2.00Exp: 2033-08-27Common Stock, par value $0.01 per share (7,788 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-2716,5503,692,314 total
    Exercise: $2.00Exp: 2033-08-27Common Stock, par value $0.01 per share (16,550 underlying)
Holdings
  • Common Stock, par value $0.01 per share

    (indirect: By Trust)
    11,998
  • Common Stock, par value $0.01 per share

    (indirect: By LLC)
    12,487
Footnotes (4)
  • [F1]The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on.
  • [F2]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.13 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
  • [F3]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.95 to $25.15 per share. The reporting person undertakes to provide to Privia Health Group, Inc., any security holder of Privia Health Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
  • [F4]All of the stock options are fully vested and exercisable.
Signature
/s/ Anita Beth Adams, as attorney-in-fact|2026-03-02

Documents

3 files