Company Analysis

Privia Health Group, Inc. (PRVA)

Nasdaq: PRVA · Services-Health Services · Arlington, VA · filing with the SEC since 2019
Grade6.1
◀ Past 6.9● Present 6.1▶ Future 5.2

Who runs Privia Health Group, Inc.

Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filed
Chief executive, as filed
Morris Matthew Shawn
Chief Executive Officer. First filing Apr 2021, latest Jul 7, 2026, 27 filings in all.
Officers reporting now
4
of 12 people with a filing in the last fifteen months
Directors reporting now
8
21 people on the record since 2021
Officerssales are open-market, Sep 30, 2025 to Sep 30, 2026
NameTitle as filedFirst filingLatest filingSales, 12 months
Mountcastle DavidEVP & Chief Financial OfficerApr 2021Jul 13, 202616 · $3.7M
Morris Matthew ShawnChief Executive OfficerApr 2021Jul 7, 202612 · $11.9M
Mehrotra ParthChief Executive OfficerApr 2021May 13, 202610 · $6.4M
Fargis Edward CEVP & General CounselJan 2024Mar 12, 20262 · $200,000
Directorssales are open-market, Sep 30, 2025 to Sep 30, 2026
NameRoleFirst filingLatest filingSales, 12 months
Ernest Opella FinleydirectorSep 2026Sep 3, 2026none
Berberian LancedirectorJul 2025May 22, 2026none
Cocozza Nancy GdirectorApr 2022May 22, 2026none
Kimmet Pamela OdirectorAug 2023May 22, 2026none
King David PdirectorApr 2021May 22, 2026none
Mccarthy Thomas AdirectorApr 2021May 22, 2026none
Ryu JaewondirectorJun 2021May 22, 2026none
Soistman Francis S JrdirectorMay 2026May 22, 2026none
Earlier names on the record29, newest filing first
Maryland Patricia Anne · director · last filing May 2025Wichmann David S · director · last filing May 2025Boehler Adam · director · last filing Jun 2024Sullivan William M · director · last filing May 2024Bartrum Thomas · officer · last filing May 2024Halsted John C. · 10% owner · last filing May 2023Knaster Alexander M · 10% owner · last filing May 2023Pamplona Capital Management, LLC · 10% owner · last filing May 2023Pamplona Capital Management, Llp · 10% owner · last filing May 2023Pamplona Capital Partners III, L.P. · 10% owner · last filing May 2023Pamplona Equity Advisors III Ltd · 10% owner · last filing May 2023Pamplona Equity Carryco Advisors III, Ltd. · 10% owner · last filing May 2023Pamplona Pe Investments II, Ltd. · 10% owner · last filing May 2023Pamplona Pe Investments Malta Ltd · 10% owner · last filing May 2023Pamplona Private Equity Carryco III, L.P. · 10% owner · last filing May 2023Bernstein Jeffrey Daniel · director · last filing May 2023Bridge Street 2013 Holdings, L.P. · 10% owner · last filing May 2023Bridge Street 2013 Offshore, L.P. · 10% owner · last filing May 2023Bridge Street 2013, L.P. · 10% owner · last filing May 2023Bridge Street Opportunity Advisors, L.L.C. · 10% owner · last filing May 2023Broad Street Principal Investments, L.L.C. · 10% owner · last filing May 2023Goldman Sachs & Co. LLC · 10% owner · last filing May 2023Goldman Sachs Group Inc · 10% owner · last filing May 2023Mbd 2013 Holdings, L.P. · 10% owner · last filing May 2023Mbd 2013 Offshore, L.P. · 10% owner · last filing May 2023Mbd 2013, L.P. · 10% owner · last filing May 2023Butler Jeffrey B · director · last filing Nov 2022Sherman Jeffrey Scott · officer · last filing Jan 2022Sherrill William · director · last filing Apr 2021

A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.

SI Assistanton PRVA · research, not advice