Monitor for upcoming earnings or guidance changes; coordinated sales by both CEO and CFO raise concerns about near-term prospects despite the dollar amount being a small fraction of market cap. Consider this a warning sign, especially if no public explanation follows.
Price Chart
Executive Summary
Privia Health CFO David Mountcastle and CEO Parth Mehrotra collectively sold over $2.2 million in shares over three days in mid-March 2026, executing multiple open-market sales at prices between $21.52 and $22.11. Both executives sold nearly identical dollar amounts across the period, suggesting planned divestitures rather than reactive trading.
Key Financial Metrics
Key Facts
- CEO Parth Mehrotra sold 80,501 shares for $1.758 million in total via three open-market transactions.
- CFO David Mountcastle sold 19,409 shares for $423,905 in total via three open-market transactions.
- All transactions were open-market sales (Form 4 'S' code), not related to option exercises or tax withholdings.
- Total insider selling cluster: 99,910 shares, $2.182 million in proceeds.
- Sales represent approximately 0.08% of Privia's $2.7B market cap — modest but concentrated at the top.
Financial Impact
$2.182 million in open-market insider sales by CEO and CFO
Risk Factors
- Perception of insider lack of confidence in near-term stock performance or business outlook.
- Potential for negative market reaction if seen as preemptive ahead of disappointing news.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (6 trades, 7d window) | cluster-PRVA-1773864454685 |
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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