Insider Trading April 6, 2026

Privia Health CFO Sells Shares to Cover RSU Taxes as Analysts Lift Targets After Strong Quarter

David Mountcastle disposes of 5,566 shares while multiple firms raise price targets following robust Q4 2025 results and upbeat 2026 guidance

By Maya Rios PRVA
Privia Health CFO Sells Shares to Cover RSU Taxes as Analysts Lift Targets After Strong Quarter
PRVA

Privia Health Group CFO David Mountcastle sold 5,566 shares on April 2, 2026, in a transaction tied to tax withholding from vested restricted stock units, netting about $116,051. Following the sale Mountcastle holds 214,847 shares directly and 8,695 indirectly through a spouse. Separately, several analysts raised or affirmed price targets and ratings after the company’s fourth-quarter 2025 results and 2026 guidance exceeded expectations, with Piper Sandler and Jefferies increasing targets and Truist and Citizens reiterating positive stances.

Key Points

  • Privia Health CFO David Mountcastle sold 5,566 shares on April 2, 2026, at $20.85 per share to cover tax obligations from vesting restricted stock units, generating about $116,051.
  • After the sale Mountcastle directly owns 214,847 shares and indirectly owns 8,695 shares through a spouse.
  • Multiple analyst firms updated or reiterated ratings and price targets after Privia’s fourth-quarter 2025 results and 2026 guidance beat expectations, including Piper Sandler, Jefferies, Truist Securities, and Citizens.

Privia Health Group (NASDAQ:PRVA) disclosed that its executive vice president and chief financial officer, David Mountcastle, sold 5,566 shares of the company’s common stock on April 2, 2026, at a price of $20.85 per share. The sale generated proceeds of approximately $116,051 and the company said the transaction was executed to meet tax obligations related to the vesting of restricted stock units.

Following the disposition, Mountcastle retains direct ownership of 214,847 shares and indirect ownership of 8,695 shares through his spouse. No additional changes to his holdings were reported in the disclosure accompanying the transaction.


In separate developments, several sell-side firms updated their assessments of Privia Health in light of the company’s fourth-quarter 2025 results and 2026 guidance, which the firms said outperformed expectations on measures including revenue and adjusted EBITDA.

Piper Sandler raised its price target on Privia Health to $36.00 while keeping an Overweight rating, citing the company’s fourth-quarter results and forward guidance as the basis for the move. Jefferies followed with an increase to its target, lifting it from $30 to $32 and pointing to a fourth-quarter performance that beat expectations.

Truist Securities maintained a Buy rating and set a price target of $33.00 after meetings with the company’s senior vice president of investor relations and corporate communications. Citizens also reaffirmed a Market Outperform rating with a $31.00 price target, and noted that its full-year adjusted EBITDA estimates for 2026 and 2027 remain unchanged after correcting a prior calculation error.

Within analysts’ commentary, Piper Sandler’s review of MSSP-related data emphasized a 38.7% year-over-year increase in adjusted EBITDA for 2025, even as the company navigated difficulties within its largest MSSP accountable care organization (ACO). Collectively, these actions from multiple firms reflect an improved analyst tone regarding Privia Health’s recent financial performance and prospects.


The transaction by Mountcastle was described specifically as related to tax obligations from vesting restricted stock units; the disclosure did not indicate any other motivations or additional planned sales. The analyst revisions and reaffirmations are tied in public notes and meeting feedback to the company’s reported results and guidance for the periods referenced.

Risks

  • Privia reported challenges in its largest MSSP ACO, which analysts noted; ongoing issues with that MSSP relationship could affect adjusted EBITDA growth in the future - this is relevant to healthcare services and managed care segments.
  • Citizens corrected a previous calculation error in its models before reaffirming estimates, indicating that analyst projections are subject to revision and model risk - this affects financial market assessments of the company.
  • The insider sale was executed specifically to cover tax obligations from vested restricted stock units; while the disclosure states the reason, changes in executive holdings can raise questions among investors about insider liquidity needs rather than operational views - relevant to investor sentiment in equity markets.

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