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Privia Health Group, Inc.·4

Mar 2, 5:22 PM ET

Mountcastle David 4

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

Research Summary

AI-generated summary of this filing

Updated

Privia (PRVA) CFO David Mountcastle Exercises Options & Sells Shares

What Happened

  • David Mountcastle, Chief Financial Officer of Privia Health Group (PRVA), exercised a total of 13,058 stock options (5,361 on 2026-02-26 and 7,697 on 2026-02-27) at $2.00 per share (total cost $26,116) and sold those shares in open-market transactions for aggregate proceeds of $326,835 (sales at roughly $25.00–$25.19 per share).
  • The filing shows multiple related "exercise/conversion" entries reported at $0.00 for the same number of shares; the combined effect in the filing is an exercise followed by sale (i.e., shares were turned into cash through immediate sale).

Key Details

  • Transaction dates: 2026-02-26 and 2026-02-27; filing date: 2026-03-02 (filed within the normal Form 4 reporting window).
  • Exercise details: 13,058 options exercised at $2.00 per share (total cash cost $26,116).
  • Sales: 13,058 shares sold for total proceeds of $326,835 (reported weighted-average sale prices ~$25.00–$25.19; see footnotes F2 and F3 for price ranges).
  • Shares owned after the transactions: not specified in the information provided.
  • Notable footnotes: F1 notes at least one sale was made under a pre-established Rule 10b5-1 trading plan; F4 states all stock options were fully vested and exercisable. Several exercise/conversion lines show $0.00 as the reported price for those derivative disposals (listed in the filing).

Context

  • This is an executive (CFO) option exercise followed by open-market sale — a common pattern often described as a cashless exercise/net sale. The filing lists both the option exercise entries (M) and the corresponding sales (S).
  • The presence of a 10b5-1 plan for part of the activity (F1) indicates at least some sales were executed under a predetermined plan.
  • The transactions are reported factually here; they do not by themselves indicate management’s future view of the company.

Insider Transaction Report

Form 4
Period: 2026-02-26
Privia Health Group, Inc.PRVA
Mountcastle David
EVP & Chief Financial Officer
Transactions
  • Exercise/Conversion

    Common Stock, par value $0.01 per share

    [F1]
    2026-02-26$2.00/sh+5,361$10,722→ 178,270 total
  • Sale

    Common Stock, par value $0.01 per share

    [F1][F2]
    2026-02-26$25.00/sh−5,361$134,025→ 172,909 total
  • Exercise/Conversion

    Common Stock, par value $0.01 per share

    [F1]
    2026-02-27$2.00/sh+7,697$15,394→ 180,606 total
  • Sale

    Common Stock, par value $0.01 per share

    [F1][F3]
    2026-02-27$25.05/sh−7,697$192,810→ 172,909 total
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-26−1,668→ 3,833 total
    Exercise: $2.00Exp: 2029-12-03→ Common Stock, par value $0.01 per share (1,668 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-26−1,100→ 11,352 total
    Exercise: $2.00Exp: 2029-03-20→ Common Stock, par value $0.01 per share (1,100 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-26−1,893→ 15,927 total
    Exercise: $2.00Exp: 2028-08-27→ Common Stock, par value $0.01 per share (1,893 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-26−700→ 2,166 total
    Exercise: $2.00Exp: 2030-09-07→ Common Stock, par value $0.01 per share (700 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-27−998→ 2,835 total
    Exercise: $2.00Exp: 2029-12-03→ Common Stock, par value $0.01 per share (998 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-27−2,699→ 8,653 total
    Exercise: $2.00Exp: 2029-03-20→ Common Stock, par value $0.01 per share (2,699 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-27−3,428→ 12,499 total
    Exercise: $2.00Exp: 2028-08-27→ Common Stock, par value $0.01 per share (3,428 underlying)
  • Exercise/Conversion

    Stock Option (Right to Purchase)

    [F1][F4]
    2026-02-27−572→ 1,594 total
    Exercise: $2.00Exp: 2030-09-07→ Common Stock, par value $0.01 per share (572 underlying)
Holdings

  • Common Stock, $0.01 par value per share

    (indirect: By Spouse)
    8,695
Footnotes (4)
  • [F1]This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.
  • [F2]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.00 to $25.02 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 $25.00 to $25.19 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

1 file
  • 4
    wk-form4_1772490150.xmlPrimary

    FORM 4