This cluster is routine and non-informative — low dollar values relative to market cap and the Director's sale coincides with a same-day option exercise, typical of tax/estate planning. No bearish read-through warranted. Monitor the next quarterly filing for any change in operating trends.
Price Chart
Executive Summary
Two insiders at Privia Health sold shares in early July 2026, totaling ~$1.48M. The largest sale was a Director's open-market disposition of $1.46M, executed simultaneously with a derivative exercise, while the CFO sold a de minimis $17K worth of shares. This is a modest insider selling cluster — the total value is about 0.04% of the $3.4B market cap, well below the 0.1% materiality threshold — and likely reflects routine portfolio management, not a bearish signal on the company's outlook.
Key Financial Metrics
Key Facts
- Director Matthew Shawn Morris sold 53,722 shares on July 6 at ~$27.24, netting $1.46M.
- Morris also exercised derivatives for 53,722 shares on the same date — the sale appears to be a same-day cashless exercise-and-sell.
- CFO David Mountcastle sold 600 shares on July 7 at $27.57 for $16,542 — a trivial amount.
- Total insider selling value of ~$1.48M represents approximately 0.04% of Privia's $3.4B market cap.
- No open-market insider buying was recorded in this cluster.
Financial Impact
Total insider sales of $1.48M — 0.04% of market cap — immaterial to company valuation.
Risk Factors
- Insider selling patterns can escalate — watch for larger or repeated sales by the CEO/CFO in subsequent weeks.
- Director Morris's large derivative exercise could signal upcoming open-market sales if the exercised shares are held for less than 6 months.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-PRVA-1783670735774 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 13, 2026 11w ago | Insider Cluster | $28.03 $21.98 | ▼ −21.58% | ▼ −24.08% | $20.30 (−27.58%) |
Jul 9, 2026 12w ago | Insider Cluster | $27.77 $22.00 | ▼ −20.78% | ▼ −23.02% | $20.30 (−26.90%) |
Jul 7, 2026 12w ago | Press Release | $27.23 $23.79 | ▼ −12.63% | ▼ −13.97% | $20.30 (−25.45%) |
Jul 7, 2026 12w ago | Insider Cluster | $27.23 $23.79 | ▼ −12.63% | ▼ −13.97% | $20.30 (−25.45%) |
Jul 2, 2026 13w ago | Insider Cluster | $27.36 $23.86 | ▼ −12.79% | ▼ −12.38% | $20.30 (−25.80%) |
May 27, 2026 18w ago | Press Release | $21.74 $24.53 | ▲ +12.83% | ▲ +14.73% | $20.30 (−6.62%) |
May 22, 2026 19w ago | 3 | $22.79 $23.69 | ▲ +3.95% | ▲ +5.37% | $20.30 (−10.93%) |
May 7, 2026 21w ago | 8-K | $23.99 $20.66 | ▼ −13.88% | ▼ −17.02% | $20.30 (−15.38%) |
May 4, 2026 21w ago | Insider Cluster | $24.24 $21.31 | ▼ −12.09% | ▼ −17.73% | $20.30 (−16.25%) |
May 1, 2026 22w ago | Insider Cluster | $24.85 $21.31 | ▼ −14.25% | ▼ −19.53% | $20.30 (−18.31%) |
US Market Status
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