Insider Trading July 7, 2026 04:09 PM

Privia Health Group CFO David Mountcastle Executes Pre-Planned Stock Sale

Executive disposes of 24,734 shares near 52-week high under Rule 10b5-1 framework; Q1 results show revenue beat but EPS miss.

By Derek Hwang
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PRVA

Privia Health Group, Inc. (NASDAQ: PRVA) Executive Vice President and Chief Financial Officer David Mountcastle executed a sale of 24,734 shares of common stock on July 2, 2026, totaling approximately $680,185. The transactions occurred while the stock was trading near its 52-week high of $27.52, with shares up 27% over the past year. The sales were conducted under a Rule 10b5-1 trading plan. Following the sale, Mountcastle directly holds 186,728 shares, with an additional 8,695 shares held indirectly by his spouse. The transaction coincides with the company's first-quarter 2026 earnings report, which showed a revenue beat but an EPS miss. Privia Health Group also held its 2026 Annual Meeting of Stockholders, where shareholders approved all proposals, including the election of three Class I directors.

Privia Health Group CFO David Mountcastle Executes Pre-Planned Stock Sale
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Key Points

  • CFO David Mountcastle sold 24,734 shares totaling ~$680k near the 52-week high under a Rule 10b5-1 plan.
  • Q1 2026 earnings showed a revenue beat of 7.93% but an EPS miss against expectations.
  • Shareholders approved all proposals at the 2026 Annual Meeting, including the election of three Class I directors.

Privia Health Group, Inc. (NASDAQ: PRVA) Executive Vice President and Chief Financial Officer David Mountcastle has executed a sale of company stock, disposing of 24,734 shares on July 2, 2026. The total value of these transactions reached approximately $680,185. The shares were liquidated in multiple transactions at prices ranging from $27.50 to $27.51 per share, resulting in a weighted average price of $27.50. This timing is particularly notable given that Privia Health Group's stock was trading near its 52-week high of $27.52 at the time, with the stock price having climbed 27% over the preceding year.

These sales were conducted pursuant to a Rule 10b5-1 trading plan previously adopted by Mountcastle. Following the completion of these transactions, Mountcastle directly holds 186,728 shares of Privia Health Group common stock. Additionally, an extra 8,695 shares are held indirectly by his spouse. The sale occurs in the context of the company's recently reported first-quarter 2026 earnings, which presented a mixed financial picture. Privia Health Group reported an earnings per share (EPS) of $0.02, falling short of the anticipated $0.0746. However, revenue came in at $603.85 million, exceeding the projected $559.49 million by 7.93%.

Concurrently, Privia Health Group held its 2026 Annual Meeting of Stockholders, where shareholders approved all proposals. This included the election of three Class I directors: Nancy Cocozza, David King, and Francis Soistman, who will serve until the 2029 Annual Meeting. Cocozza received 103,661,977 votes in favor, King garnered 99,267,027 votes, and Soistman secured 105,602,389 votes. There were also 11,549,510 broker non-votes for each nominee. These developments highlight the company's ongoing strategic decisions and financial outcomes.

Risks

  • The timing of the executive sale near the 52-week high may signal internal valuation perceptions or profit-taking.
  • The company's EPS miss in Q1 2026 could indicate ongoing challenges in meeting earnings expectations.
  • The mixed financial performance and executive stock sales may raise questions about the sustainability of the stock's recent 27% gain.

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