Privia Health Group, Inc. insider trading
Every open-market purchase and sale by Privia Health Group, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Privia Health Group, Inc.’s insiders pay?
From May 5, 2021 to May 13, 2026, 14 insiders reported 4 open-market purchases and 40 sales not made under a pre-set plan in Privia Health Group, Inc. Twelve months after each purchase was reported, the shares were +17.5% against the S&P 500 on average (median +17.5%), over 4 purchases with a full year of prices; 100% beat the index. After sales, the shares moved −13.3% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 24, 2024 into $14,031 by November 2, 2026, +15.0% a year. It held shares 42% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $12,056 (+8.0% a year), and held throughout $14,710 (+17.3%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Mountcastle David | EVP & Chief Financial Officer | 0 | — | — | 14 | −20.1% (9) | May 13, 2026 |
| Mehrotra Parth | Chief Executive Officer | 0 | — | — | 6 | +3.9% (4) | March 18, 2026 |
| Bartrum Thomas | EVP, General Counsel | 0 | — | — | 4 | −3.9% (4) | May 13, 2024 |
| Bernstein Jeffrey Daniel | Director | 0 | — | — | 4 | −25.5% (4) | May 10, 2023 |
| Boehler Adam | Director | 3 | +17.6% (3) | 100% | 0 | — | May 31, 2024 |
| Morris Matthew Shawn | CHIEF EXECUTIVE OFFICER | 0 | — | — | 3 | −2.2% (3) | May 2, 2025 |
| Fargis Edward C | EVP & General Counsel | 0 | — | — | 2 | −28.8% (1) | March 10, 2026 |
| Sullivan William M | Director | 0 | — | — | 2 | −5.6% (2) | November 23, 2022 |
| Butler Jeffrey B | Director | 0 | — | — | 1 | +7.3% (1) | November 26, 2021 |
| Mbd Advisors, L.L.C. and related entities | 10% owner | 0 | — | — | 1 | −30.0% (1) | May 5, 2021 |
| Mccarthy Thomas A | Director | 1 | +17.4% (1) | 100% | 0 | — | May 23, 2024 |
| Pamplona Capital Management, LLC | 10% owner | 0 | — | — | 1 | +7.3% (1) | November 26, 2021 |
| Pamplona Capital Management, LLP | 10% owner | 0 | — | — | 1 | −60.6% (1) | May 11, 2023 |
| Pamplona Private Equity Carryco III, L.P. | 10% owner | 0 | — | — | 1 | −18.4% (1) | November 23, 2022 |
When several insiders traded Privia Health Group, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Privia Health Group, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 7 selling crowds, −11.1%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| March 31, 2026 | 3 selling | +15.7% | −22.1% | not yet |
| March 31, 2025 | 3 selling | −10.3% | −8.9% | −24.6% |
| May 31, 2024 | 4 selling | +8.7% | +8.7% | +18.0% |
| May 31, 2023 | 5 selling | −0.8% | −24.8% | −58.4% |
| November 30, 2022 | 4 selling | +20.4% | −2.0% | −23.3% |
| November 30, 2021 | 8 selling | +14.1% | +8.9% | +12.7% |
| May 28, 2021 | 3 selling | −10.0% | −37.5% | −25.4% |