Privia Health Group, Inc.
PRVA · Services-Health Services · 126.0M shares · +7%/yr ↑ shares · EDGAR filings ↗
Reference price $22.64 · est. market cap ~$2.9B — last insider sale, 2026-05-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Privia Health — asset-light physician-enablement platform, cash-rich.
Strengths
- Net income +59% (82nd pct), ROA (71st); cash position 100th, capital-light model
- Aligned-incentive medical-group network
Risks
- Low ROE (44th); value-based-care and reimbursement risk
- Partner-physician-retention sensitivity
Notable findings
- Customer concentration~59% of revenue from one customer/distributor — 0% and 58
- Strong balance sheetStrong balance sheet — $480M cash & investments
- Insider sellingInsider selling — 27 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$9M, last 6mo) Form 4 ↗
Key metrics
Return on equity
3.1%
Return on assets
1.7%
Net-income growth
59.3%
Current ratio
1.6×
EBITDA
$44M
Tangible book value
$311M
Cash & investments
$480M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-20 | BERBERIAN LANCE | Grant | 8.5K | — |
| 2026-05-20 | SOISTMAN FRANCIS S JR | Grant | 8.5K | — |
| 2026-05-20 | McCarthy Thomas A | Grant | 8.5K | — |
| 2026-05-20 | Morris Matthew Shawn | Grant | 8.5K | — |
| 2026-05-20 | Ryu Jaewon | Grant | 8.5K | — |
| 2026-05-20 | KING DAVID P | Grant | 8.5K | — |
| 2026-05-20 | COCOZZA NANCY G | Grant | 8.5K | — |
| 2026-05-20 | Kimmet Pamela O | Grant | 8.5K | — |
| 2026-05-12 | Mehrotra Parth | Sell | 16K | $22.64 |
| 2026-05-11 | Mehrotra Parth | Sell | 105K | $22.55 |
| 2026-05-11 | Mountcastle David | Sell | 3.4K | $22.60 |
| 2026-05-04 | Mountcastle David | Sell | 1.2K | $25.00 |
| 2026-05-04 | Morris Matthew Shawn | Option exercise | 1.0K | $2.00 |
| 2026-05-04 | Mountcastle David | Option exercise | 1.2K | $2.00 |
| 2026-05-04 | Morris Matthew Shawn | Sell | 1.0K | $24.96 |
| 2026-05-01 | Mountcastle David | Sell | 7.2K | $25.03 |
| 2026-05-01 | Mountcastle David | Option exercise | 7.2K | $2.00 |
| 2026-05-01 | Morris Matthew Shawn | Option exercise | 17K | $2.00 |
| 2026-05-01 | Morris Matthew Shawn | Sell | 17K | $24.99 |
| 2026-04-02 | Mountcastle David | Sell | 5.6K | $20.85 |
| 2026-03-16 | Mehrotra Parth | Sell | 27K | $22.11 |
| 2026-03-16 | Mountcastle David | Sell | 6.4K | $22.11 |
| 2026-03-13 | Mountcastle David | Sell | 6.6K | $21.52 |
| 2026-03-13 | Mehrotra Parth | Sell | 27K | $21.52 |
| 2026-03-12 | Mehrotra Parth | Sell | 27K | $21.90 |
| 2026-03-12 | Mountcastle David | Sell | 6.5K | $21.90 |
| 2026-03-11 | Mehrotra Parth | Grant | 172K | — |
| 2026-03-11 | Mountcastle David | Grant | 43K | — |
| 2026-03-10 | Fargis Edward C | Grant | 28K | — |
| 2026-03-10 | Mehrotra Parth | Sell | 21K | $22.71 |
| 2026-03-10 | Mehrotra Parth | Grant | 141K | — |
| 2026-03-10 | Mountcastle David | Grant | 35K | — |
| 2026-03-09 | Mehrotra Parth | Sell | 19K | $22.84 |
| 2026-03-09 | Mehrotra Parth | Sell | 22K | $22.84 |
| 2026-03-09 | Mehrotra Parth | Sell | 1.2K | $23.37 |
| 2026-03-09 | Fargis Edward C | Sell | 4.9K | $22.84 |
| 2026-03-09 | Mountcastle David | Sell | 5.8K | $22.84 |
| 2026-03-06 | Mountcastle David | Sell | 5.2K | $23.15 |
| 2026-03-06 | Mehrotra Parth | Sell | 21K | $23.15 |
| 2026-03-06 | Fargis Edward C | Sell | 4.4K | $23.15 |
| 2026-02-27 | Morris Matthew Shawn | Option exercise | 17K | $2.00 |
| 2026-02-27 | Morris Matthew Shawn | Sell | 17K | $25.00 |
| 2026-02-27 | Mountcastle David | Sell | 7.7K | $25.05 |
| 2026-02-27 | Mountcastle David | Option exercise | 7.7K | $2.00 |
| 2026-02-26 | Mountcastle David | Option exercise | 5.4K | $2.00 |
| 2026-02-26 | Mountcastle David | Sell | 5.4K | $25.00 |
| 2026-02-26 | Morris Matthew Shawn | Option exercise | 7.8K | $2.00 |
| 2026-02-26 | Morris Matthew Shawn | Sell | 7.8K | $24.99 |
| 2025-12-12 | Mountcastle David | Sell | 24K | $25.03 |
| 2025-12-12 | Morris Matthew Shawn | Option exercise | 14K | $2.00 |
| 2025-12-12 | Morris Matthew Shawn | Sell | 14K | $25.01 |
| 2025-12-12 | Mountcastle David | Option exercise | 24K | $2.00 |
| 2025-07-15 | BERBERIAN LANCE | Grant | 7.7K | — |
| 2025-05-21 | McCarthy Thomas A | Grant | 8.4K | — |
| 2025-05-21 | KING DAVID P | Grant | 8.4K | — |
| 2025-05-21 | WICHMANN DAVID S | Grant | 8.4K | — |
| 2025-05-21 | COCOZZA NANCY G | Grant | 8.4K | — |
| 2025-05-21 | Kimmet Pamela O | Grant | 8.4K | — |
| 2025-05-21 | Ryu Jaewon | Grant | 8.4K | — |
| 2025-05-21 | Morris Matthew Shawn | Grant | 8.4K | — |
| 2025-05-21 | Maryland Patricia Anne | Grant | 8.4K | — |
| 2025-05-13 | Mehrotra Parth | Sell | 16K | $24.52 |
| 2025-05-12 | Mehrotra Parth | Sell | 14K | $24.99 |
| 2025-05-12 | Mountcastle David | Sell | 3.3K | $24.99 |
| 2025-05-01 | Mehrotra Parth | Sell | 17K | $23.08 |
| 2025-04-30 | Mountcastle David | Sell | 3.4K | $23.33 |
| 2025-04-30 | Morris Matthew Shawn | Sell | 10K | $23.33 |
| 2025-04-30 | Mehrotra Parth | Sell | 15K | $23.33 |
| 2025-04-02 | Mountcastle David | Sell | 5.6K | $22.38 |
| 2025-03-12 | Mehrotra Parth | Sell | 11K | $24.03 |
| 2025-03-11 | Mountcastle David | Sell | 2.9K | $23.88 |
| 2025-03-11 | Fargis Edward C | Sell | 2.4K | $23.88 |
| 2025-03-11 | Mehrotra Parth | Sell | 9.3K | $23.88 |
| 2025-03-10 | Fargis Edward C | Sell | 2.5K | $24.53 |
| 2025-03-10 | Mehrotra Parth | Sell | 9.6K | $24.53 |
| 2025-03-10 | Mountcastle David | Sell | 3.0K | $24.53 |
| 2025-03-05 | Fargis Edward C | Grant | 25K | — |
| 2025-03-05 | Mountcastle David | Grant | 33K | — |
| 2025-03-05 | Mehrotra Parth | Grant | 134K | — |
| 2025-02-14 | Mountcastle David | Sell | 100K | $25.15 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-20 | 0001759655-26-000034 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001759655-26-000027 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001759655-26-000029 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001759655-26-000010 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0001759655-26-000007 ↗ |
| 8-K | 2025-12-08 | 2025-12-05 | 0001759655-25-000113 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001759655-25-000110 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001759655-25-000108 ↗ |
| 8-K | 2025-10-28 | 2025-10-24 | 0001759655-25-000104 ↗ |
| 8-K | 2025-09-23 | 2025-09-23 | 0001759655-25-000099 ↗ |
| 8-K | 2025-08-29 | 2025-08-28 | 0001759655-25-000096 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001759655-25-000093 ↗ |