Privia Health Group, Inc.
For the period ended Sep 30, 2025. Filed Nov 6, 2025.
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Sep 30, 2025 · Filed Nov 6, 2025
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Item 5. Other Information
On August 22, 2025, Shawn Morris, a member of the Board, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of the Exchange Act (the “New Morris Plan”). The first possible trade date under the New Morris Plan is December 8, 2025, and the end date of the New Morris Plan is August 31, 2026, for a duration of approximately eight months. The aggregate amount of securities that may be sold under the New Morris Plan is 1,875,000.
On August 13, 2025, David Mountcastle, the Company’s Chief Financial Officer, adopted a new trading plan for the sale of securities that is intended to satisfy the affirmative defense conditions of Rule 10b5-1 of Exchange Act (the “New Mountcastle Plan”). The first possible trade date under the New Mountcastle Plan is December 1, 2025, and the end date of the New Mountcastle Plan is November 30, 2026, for a duration of approximately one year. The aggregate amount of securities that may be sold under the New Mountcastle Plan is 139,005.
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