Privia Health Group, Inc.
Total Trades
237
Buys
5
Sells
151
Largest Trade
N/A
Insiders
13
Institutional Funds
221
Inst. Value
$1M+
Activist Filings
22
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Morris Matthew Shawn | CEO | EXERCISE | $500K+ | 336K | $2.00 | Jun 14, 2023 |
| Sullivan William M | Director | SELL | $500K+ | 18K | $28.35 | Jun 13, 2023 |
| Mehrotra Parth | President and COO | SELL | $1M+ | 100K | $28.33 | Jun 12, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $100K–$500K | 100K | $2.00 | Jun 12, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $25.38 | Jun 9, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Jun 9, 2023 |
| Sullivan William M | Director | SELL | $15K–$50K | 985 | $25.04 | Jun 9, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 5K | $25.01 | Jun 2, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 12K | $24.44 | May 31, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $26.54 | May 16, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | <$1K | 225 | $2.00 | May 15, 2023 |
| Mehrotra Parth | President and COO | SELL | $1K–$15K | 225 | $28.00 | May 15, 2023 |
| Pamplona Capital Partners III, L.P. | 10% Owner | SELL | $1M+ | 17.7M | $21.61 | May 11, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 8K | $30.02 | May 10, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 5K | $30.00 | May 10, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $1K–$15K | 5K | $2.00 | May 10, 2023 |
| MBD Advisors, L.L.C. | 10% Owner | SELL | $1M+ | 24.8M | $21.61 | May 10, 2023 |
| GOLDMAN SACHS GROUP INC | 10% Owner | SELL | $1M+ | 24.8M | $21.61 | May 10, 2023 |
| BERNSTEIN JEFFREY DANIEL | Director | SELL | $1M+ | 24.8M | $21.61 | May 10, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $100K–$500K | 100K | $2.00 | May 9, 2023 |
| Mehrotra Parth | President and COO | SELL | $1M+ | 117K | $28.60 | May 9, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $27.40 | May 5, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | May 5, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $27.36 | May 4, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 21K | $2.00 | May 3, 2023 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 36K | $27.77 | May 3, 2023 |
| Morris Matthew Shawn | CEO | EXERCISE | $15K–$50K | 17K | $2.00 | May 3, 2023 |
| Morris Matthew Shawn | CEO | SELL | $500K+ | 33K | $27.73 | May 3, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $50K–$100K | 4K | $27.42 | May 3, 2023 |
| Mountcastle David | CFO | SELL | $50K–$100K | 3K | $27.42 | May 3, 2023 |
| Mehrotra Parth | President and COO | SELL | $15K–$50K | 1K | $28.00 | May 1, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $1K–$15K | 1K | $2.00 | May 1, 2023 |
| Sullivan William M | Director | SELL | $100K–$500K | 18K | $25.14 | Apr 18, 2023 |
| Mehrotra Parth | President and COO | SELL | $15K–$50K | 2K | $28.08 | Apr 14, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $1K–$15K | 2K | $2.00 | Apr 14, 2023 |
| Morris Matthew Shawn | CEO | SELL | $500K+ | 26K | $28.11 | Apr 13, 2023 |
| Morris Matthew Shawn | CEO | EXERCISE | $50K–$100K | 26K | $2.00 | Apr 13, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $50K–$100K | 34K | $2.00 | Apr 12, 2023 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 34K | $28.10 | Apr 12, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 23K | $2.00 | Apr 7, 2023 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 23K | $28.04 | Apr 7, 2023 |
| Morris Matthew Shawn | CEO | SELL | $100K–$500K | 7K | $28.06 | Apr 5, 2023 |
| Morris Matthew Shawn | CEO | EXERCISE | $1K–$15K | 7K | $2.00 | Apr 5, 2023 |
| Mountcastle David | CFO | SELL | $100K–$500K | 6K | $27.62 | Apr 5, 2023 |
| Mehrotra Parth | President and COO | SELL | $500K+ | 24K | $28.08 | Apr 5, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $15K–$50K | 24K | $2.00 | Apr 5, 2023 |
| Bartrum Thomas | EVP, General Counsel | EXERCISE | $15K–$50K | 15K | $2.00 | Apr 5, 2023 |
| Bartrum Thomas | EVP, General Counsel | SELL | $100K–$500K | 15K | $27.59 | Apr 5, 2023 |
| Mehrotra Parth | President and COO | EXERCISE | $1K–$15K | 3K | $2.00 | Mar 31, 2023 |
| Mehrotra Parth | President and COO | SELL | $50K–$100K | 3K | $28.01 | Mar 31, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 221 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Durable Capital Partners LP | 12.1M | $1M+ | SH |
| RIVERBRIDGE PARTNERS LLC | 4.6M | $1M+ | SH |
| STATE STREET CORP | 4.3M | $1M+ | SH |
| Van Berkom & Associates Inc. | 3.8M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.1M | $1M+ | SH |
| Point72 Asset Management, L.P. | 1.5M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $1M+ | SH |
| Freestone Grove Partners LP | 1.2M | $1M+ | SH |
| ArrowMark Colorado Holdings LLC | 841K | $1M+ | SH |
| EVENTIDE ASSET MANAGEMENT, LLC | 738K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 691K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 656K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 615K | $1M+ | SH |
| C WorldWide Group Holding A/S | 610K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 596K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 514K | $1M+ | SH |
| OMERS ADMINISTRATION Corp | 453K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 400K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 393K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Nov 5, 2025
10.1%
12.4M shares
SC 13G/A · Oct 24, 2025
4.7%
5.8M shares
SC 13G · Aug 12, 2025
5.1%
6.3M shares
SC 13G/A · Aug 6, 2025
11.4%
13.9M shares
SC 13G/A · Apr 28, 2025
12.8%
15.4M shares
SC 13G/A · Nov 14, 2024
9.3%
11.1M shares
SC 13G/A · Nov 12, 2024
15.0%
17.9M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2024
10.0%
11.9M shares
The Vanguard Group - 23-1945930
SC 13G · Feb 13, 2024
9.6%
11.3M shares
SC 13G/A · Feb 13, 2024
0.0%
41K shares
SC 13G/A · Jan 23, 2024
14.5%
17.1M shares
SC 13G · Jul 7, 2023
12.1%
13.9M shares
SC 13G · Jun 12, 2023
11.3%
13.1M shares
SC 13G · May 15, 2023
7.9%
9.1M shares
Pamplona Capital Partners III, L.P.
SC 13G/A · May 12, 2023
0.0%
0 shares
Pamplona Capital Partners III, L.P.
SC 13G/A · Feb 14, 2023
15.5%
17.7M shares
SC 13G · Feb 14, 2023
5.1%
5.9M shares
SC 13G/A · Feb 13, 2023
21.7%
24.8M shares
Pamplona Capital Partners III, L.P.
SC 13G/A · Apr 29, 2022
18.8%
20.0M shares
SC 13G · Apr 5, 2022
5.9%
6.4M shares
Pamplona Capital Partners III, L.P.
SC 13G · Feb 14, 2022
18.8%
20.0M shares
SC 13G · Feb 14, 2022
26.4%
28.0M shares