Insider Trading May 5, 2026 08:13 PM

Privia Health CFO Executes Stock Sales Totaling Over $200,000 via Rule 10b5-1 Plan

Executive transactions occur amid positive analyst revisions and approaching earnings report for PRVA.

By Hana Yamamoto PRVA

David Mountcastle, the Executive Vice President and Chief Financial Officer of Privia Health Group, Inc. (NASDAQ:PRVA), has completed a series of stock transactions involving both the exercise of options and the subsequent sale of common shares. The activity, which took place in early May 2026, resulted in total sales of approximately $209,840. These transactions were conducted under a Rule 10b5-1 trading plan.The selling activity occurred while the stock was trading near its 52-week high of $26.51, with recent prices sitting around $24.29. This movement comes as investors look toward the company's upcoming earnings report scheduled for May 7. Despite the sale, Mountcastle maintains a significant position in the company, holding 214,847 shares directly and an additional 8,695 shares held indirectly by his spouse.

Privia Health CFO Executes Stock Sales Totaling Over $200,000 via Rule 10b5-1 Plan
PRVA

Key Points

  • Privia Health CFO David Mountcastle sold $209,840 in stock through a Rule 10b5-1 plan following the exercise of options at $2.00 per share.
  • The company is experiencing strong analyst sentiment, with multiple firms like Jefferies and Piper Sandler raising price targets due to exceeding revenue and EBITDA expectations.
  • This activity impacts the healthcare services sector and broader market investors monitoring executive sentiment and upcoming earnings reports.

Privia Health Group, Inc. (NASDAQ:PRVA) recently saw notable insider activity from its top financial leadership. David Mountcastle, serving as the company's Executive Vice President and Chief Financial Officer, executed a series of transactions between May 1 and May 4, 2026, involving the sale of common stock totaling approximately $209,840.


Details of the Transactions

The selling process was divided into two distinct sessions. On May 1, Mountcastle disposed of 7,179 shares of common stock. These shares were sold at a weighted average price of $25.03 per share, though individual sales within that window ranged from $25.00 to $25.20. This initial transaction accounted for roughly $179,691 in proceeds. On May 4, the CFO sold an additional 1,206 shares at a price of $25.00 per share, adding another $30,150 to the total sale amount.

These sales were preceded by the acquisition of shares through the exercise of stock options. On May 1, Mountcastle exercised options to acquire 7,179 shares at an exercise price of $2.00 per share. Following this, on May 4, he acquired another 1,206 shares at the same $2.00 exercise price. The total value for these acquisitions was approximately $16,770, and all options utilized were fully vested and exercisable.

Market Context and Analyst Outlook

The transactions occurred as Privia Health's stock showed momentum, trading at $24.29, which is close to its 52-week high of $26.51. This activity precedes the company's May 7 earnings report. Financial analysts have recently expressed a constructive view on the company's trajectory.

  • Jefferies: Raised its price target for PRVA to $32, pointing toward a strong fourth-quarter performance that exceeded expectations and highlighted business momentum.
  • Piper Sandler: Increased its price target to $36, noting impressive results for the fourth quarter of 2025 and 2026 guidance that surpassed expectations in revenue and adjusted EBITDA. Piper Sandler also maintained an Overweight rating based on MSSP analysis and year-over-year growth in adjusted EBITDA.
  • Truist Securities: Reiterated a Buy rating with a $33 price target following an investor meeting, signaling confidence in the company's prospects.
  • Citizens: Reaffirmed a Market Outperform rating with a $31 price target after correcting a previous calculation error; they kept their full-year 2026 and 2027 EBITDA estimates unchanged.

Current analysis suggests that Privia Health may be undervalued, appearing on lists of undervalued opportunities. This assessment is supported by the company's revenue growth of 22% over the last twelve months while maintaining profitability.

Risks

  • The timing of insider selling near a 52-week high and an upcoming earnings report on May 7 creates uncertainty regarding internal valuation perceptions in the healthcare sector.
  • While revenue has grown by 22%, market volatility surrounding the upcoming earnings release could impact the stock's current momentum.

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