Insider Trading March 18, 2026

Privia Health CFO Sells 6,391 Shares to Cover Tax Withholding; Company Posts Strong Q4 2025 Results

David Mountcastle disposed of $141,305 in stock tied to performance unit settlement as analysts lift targets after an outsized quarter

By Leila Farooq PRVA
Privia Health CFO Sells 6,391 Shares to Cover Tax Withholding; Company Posts Strong Q4 2025 Results
PRVA

Privia Health Group, Inc. Executive Vice President and Chief Financial Officer David Mountcastle sold 6,391 shares on March 16, 2026, to meet tax withholding obligations related to vested performance stock units. The sale, recorded on an SEC Form 4, amounted to $141,305 at a per-share price of $22.11. The transaction took place while the stock traded at $21.59 and the company carried a market capitalization of $2.67 billion. Privia also reported a markedly strong fourth quarter of 2025, beating earnings and revenue estimates and prompting price-target increases from Jefferies and Piper Sandler.

Key Points

  • CFO David Mountcastle sold 6,391 shares on March 16, 2026, at $22.11 per share, totaling $141,305.
  • The sale was made to cover tax withholding obligations related to the vesting and settlement of performance stock units, per the Form 4 filing.
  • Privia Health’s Q4 2025 results beat expectations significantly, with EPS of $0.99 versus $0.04 forecast and revenue of $541.17 million versus $515.86 million expected; Jefferies and Piper Sandler raised price targets.

Privia Health Group, Inc. (NASDAQ:PRVA) disclosed in a Securities and Exchange Commission Form 4 that Executive Vice President and Chief Financial Officer David Mountcastle sold 6,391 shares of common stock on March 16, 2026. The shares were sold at $22.11 each, producing total proceeds of $141,305.

The filing specifies that the sale was executed to satisfy tax withholding obligations tied to the vesting and settlement of performance stock units. At the time of the transaction the company’s stock was trading at $21.59 and Privia Health carried a market capitalization of $2.67 billion.

After completing the sale, Mountcastle retains direct ownership of 220,413 shares of Privia Health common stock. He also holds an indirect interest in 8,695 shares through his spouse, according to the Form 4.


Company valuation and research notes

Market research referenced in public disclosures identifies PRVA among names appearing on a list of the most undervalued stocks, based on InvestingPro analysis. The same research service offers a Pro Research Report that covers PRVA along with more than 1,400 U.S. equities for investors seeking a deeper dive.


Recent financial performance and analyst reaction

Privia Health reported a notably strong fourth quarter for fiscal 2025. The company posted earnings per share of $0.99, well above the consensus projection of $0.04, representing a 2,375% surprise. Quarterly revenue reached $541.17 million, topping the expected $515.86 million.

Following the release, Jefferies raised its price target for Privia Health to $32 while maintaining a Buy rating. Piper Sandler also increased its price target to $36 and kept an Overweight rating. Both firms cited the strong fourth-quarter results and supportive guidance for 2026.

Analysts highlighted the company’s momentum across several operational metrics, naming Implemented Providers, Revenue, Care Margin, and Adjusted EBITDA as areas that drove the positive reaction. These developments have contributed to a broadly favorable analyst outlook on the company’s near-term growth trajectory.


Summary takeaways

  • Mountcastle’s sale was a tax-driven transaction tied to vested performance stock units and was disclosed via Form 4.
  • Privia Health’s Q4 2025 results substantially exceeded expectations on both EPS and revenue, prompting higher price targets from major brokerages.
  • Independent research flagged PRVA as appearing on an undervalued list and noted the availability of a detailed Pro Research Report covering the company and 1,400+ U.S. equities.

Investors and market participants monitoring insider transactions and analyst responses will likely weigh the tax-related nature of the CFO sale alongside the company’s recent operational and financial strength.

Risks

  • The insider sale was explicitly tax-driven, but insider transactions can be interpreted variably by markets - this affects investor sentiment in the healthcare and equity markets.
  • Valuation assessments such as appearing on an undervalued list reflect one analysis; differing valuation methods could produce alternative views that impact investor decisions in the healthcare sector.
  • Analyst upgrades are forward-looking and subject to change if company performance or guidance shifts, which would influence healthcare equity valuations and analyst recommendations.

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