undamentalytics Newsletter

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.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Privia Health Group, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

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%).

$0$5.0k$10.0k$15.0k 202420252026 $14.7k$14.0k$12.1k
Copying Privia Health Group, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Privia Health Group, Inc.'s insiders from May 24, 2024, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 42% of the time.
Privia Health Group, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20263 selling+15.7%−22.1%not yet
March 31, 20253 selling−10.3%−8.9%−24.6%
May 31, 20244 selling+8.7%+8.7%+18.0%
May 31, 20235 selling−0.8%−24.8%−58.4%
November 30, 20224 selling+20.4%−2.0%−23.3%
November 30, 20218 selling+14.1%+8.9%+12.7%
May 28, 20213 selling−10.0%−37.5%−25.4%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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