Highest-materiality recent filing
Privia Health appoints Opella Ernest, M.D. to board effective Sept 1, 2026
Dr. Ernest, President of HCSC Markets at Health Care Service Corp since 2023, elected Class III director.
Privia Health Q2 net income $9.0M (+236.7% YoY); raises full-year guidance
Net income $9.0M, up 236.7% YoY; adjusted EBITDA $37.4M, up 29.1%.
Director Shawn Morris resigns from Privia Health Board
Shawn Morris resigned from the Board and Compliance Committee effective July 6, 2026.
Privia Health shareholders elect all three Class I directors at 2026 annual meeting
Nancy Cocozza, David King, and Francis Soistman elected as Class I directors with over 99M votes each.
Privia Health Q1 revenue $603.8M (+25.8% YoY); adj EPS $0.19 (+18.8%)
Total revenue $603.8M (+25.8% YoY); gross profit $125.6M (+21.2%).
Privia Health beats 2025 guidance; revenue $2.12B, net income +59%, Adj. EBITDA $125.5M
Full-year revenue $2,122.8M, up 22.3% YoY; net income $22.9M, up 59.3% from 2024.
Privia Health Group completes acquisition of Accountable Care Organization from Evolent Health
Privia Health Group closed the acquisition of an Accountable Care Organization business from Evolent Health on December 5, 2025.
Privia Health Q3 net income surges 94%, revenue up 32.5%; raises FY25 guidance above high end
Revenue $580.4M (+32.5% YoY); net income $6.9M (+94.1%); operating income $14.4M (+147.8%).
Privia Health board member Patricia Maryland passes away
Patricia Maryland, Board member and Chair of the Compliance Committee, died on Oct 24, 2025.
Privia Health to acquire Evolent Health's ACO business for $100M cash, up to $113M with earnout
Acquires Evolent Health's ACO business covering over 120,000 attributed lives in MSSP and commercial MA programs.
Privia Health reports $233M MSSP savings, raises 2025 EBITDA guidance to $113-116M
Privia Health ACOs generated $233.1 million in Medicare Shared Savings Program savings for 2024, a 32% increase from 2023.
Privia Health Q2 revenue $521.2M (+23% YoY); guidance raised above prior range
Total revenue $521.2M, up 23.4% YoY; adjusted net income $30.6M ($0.24 EPS) vs $23.5M ($0.19 EPS) YoY.
Privia Health appoints Lance Berberian to board, adds tech and cybersecurity expertise
Appointed Lance Berberian to Class III director, effective July 15, 2025; board expands to 10 members.
Privia Health stockholders approve all three proposals at 2025 annual meeting
Directors Pamela Kimmet, Patricia Maryland, Shawn Morris elected with >102M votes each; broker non-votes ~4.8M.
Privia Health Q1 revenue up 15.6% to $480M; raises full-year outlook
Total revenue $480.1M (+15.6% YoY); GAAP net income $4.2M, GAAP EPS $0.03.
Base salary increases to $650,000 effective March 24, 2025.
Privia Health beats FY2024 guidance: revenue $1.74B, adj EPS $0.78, cash $491M, no debt
FY2024 revenue $1,736.4M (+4.7% YoY), gross profit $397.7M (+12.4%), net income $14.4M (-37.7%).
Privia Health furnishes investor slides at J.P. Morgan conference; no material updates disclosed
Furnished investor presentation for J.P. Morgan 2025 Healthcare Conference on January 13, 2025.
Privia Health raises FY2024 guidance, Q3 adjusted EPS $0.20, revenue $437.9M, up 4.9%
Q3 revenue $437.9M (+4.9% YoY); gross profit $99.9M (+10.2%); operating income $5.8M (+5.0%).
Privia Health Q2 revenue up 2.2% to $422.3M; raises FY2024 guidance
Q2 GAAP net income $3.5M ($0.03 EPS); adjusted net income $23.5M ($0.19 EPS), +13% YoY.
Privia Health director Bill Sullivan resigns from Board and Audit Committee
Bill Sullivan resigned from the Board and Audit Committee effective July 1, 2024.
Presentation provided at William Blair 44th Annual Growth Stock Conference on June 5, 2024.
Privia Health corrects overstated vote against advisory executive compensation proposal
Amendment corrects Proposal 2 vote: 96,616,303 For, 2,663,618 Against, 4,660,430 Abstentions.
Approved Second Amended Restated Charter removing supermajority voting provisions and limiting officer liability under Delaware law.
Privia Health Q1 revenue +7.5% to $415M; GAAP net income down 59% but adjusted EPS up 12.5%
Revenue $415.2M (+7.5% YoY); Practice Collections +7.4%; Implemented Providers +17.3%.
Privia Health FY2023 revenue up 22.2% to $1,657.7M, adjusted EPS $0.64; introduces 2024 outlook
Full-year revenue $1,657.7M (up 22.2% YoY); net income $23.1M vs loss $8.6M in 2022.
Privia Health names Edward C. Fargis as General Counsel; Thomas Bartrum to depart by May 31, 2024
Thomas Bartrum (EVP & General Counsel) transitions out; will stay through May 31, 2024 for handoff.
Privia Health presents at J.P. Morgan Healthcare Conference; no material news disclosed
Investor presentation slides furnished for J.P. Morgan Healthcare Conference on January 8, 2024.
Privia Health enters $125M senior secured revolving credit facility due 2028
Enters $125M revolving credit facility with Wells Fargo Bank as administrative agent.
Privia Health Q3 revenue $417M (+22%); net income $5.6M; raises FY guidance
Q3 rev $417.3M (+22% YoY); GAAP net income $5.6M vs $1.6M.
Privia Health Q2 net income $7.3M vs loss; guides FY23 higher
Q2 revenue $413.4M (+23.2% YoY); net income $0.06/sh vs net loss ($0.10) YoY.
Privia Health adds former UnitedHealth CEO Wichmann and Manulife CHRO Kimmet to board
David Wichmann, former CEO of UnitedHealth Group (2017-2021), elected to board effective Aug 1, 2023.
Privia Health CEO transition: Morris retires July 1, Mehrotra appointed CEO, new directors added
Parth Mehrotra becomes CEO effective July 1, 2023; base salary $600k, target bonus 100% of salary.
Privia Health shareholders elect three Class I directors and approve say-on-frequency vote
Jeff Bernstein elected with 67.5M votes for, 28.6M withheld; broker non-votes 3.8M.
Lead Investors Goldman Sachs and Pamplona completed secondary offering on May 8, 2023, reducing combined ownership below 25% voting power.
Privia Health selling stockholders offer 42.56M shares; company receives no proceeds
Underwriting agreement with Goldman Sachs for secondary offering of 42,561,196 shares of common stock.
Privia Health Q1 revenue $386.3M (+23% YoY), net income $7.3M vs loss; reiterates FY guidance
Revenue $386.3M (+23.1% YoY); net income $7.3M ($0.06 EPS); adjusted EPS $0.16 (+30.4% YoY).
Privia Health CEO Shawn Morris to retire July 1; President & COO Parth Mehrotra named successor
CEO Shawn Morris retiring July 1, 2023; remains on board as non-employee director.
Privia Health terminates $65M SVB credit facility; no borrowings outstanding
Terminated $65M Revolving Loan Facility with SVB on March 16, 2023.
Privia Health enters strategic alignment with Novant; equity tied to provider milestones
Privia will issue 745,712 shares per 1,000 providers implemented in NC core markets.
Privia Health Q4 revenue $364.4M (+32% YoY); net income $17.8M vs loss; FY2022 above guidance
Q4 revenue $364.4M (+32.4% YoY); operating income $2.2M vs loss $19.3M.
Presentation dated January 9, 2023, provided to institutional investors and analysts.
Privia Health selling stockholders complete 5.75M share secondary offering, no proceeds to company
Selling stockholders sold 5,000,000 firm shares plus 750,000 option shares (total 5.75M) in underwritten public offering.
Founder and Director Jeff Butler resigns from Privia Health Board
Jeff Butler resigned as director and from Compliance Committee, effective November 14, 2022.
Privia Health Q3 revenue $342.9M (+36% YoY), raises FY22 guidance; new health system partnerships
Q3 revenue $342.9M (+36.3% YoY); GAAP net income $1.6M ($0.01/sh) vs net loss $9.1M (-$0.09/sh) prior year.
Privia Health adopts amended bylaws updating universal proxy and stockholder nomination procedures
Amended bylaws require nominating stockholders to include nominee's written consent to be named in the company's proxy card.
Privia Health Q2 revenue up 48.6% YoY; raises FY2022 guidance
Q2 revenue $335.5M (+48.6% YoY); GAAP net loss $(0.10)/share vs $(1.68) YoY.
Privia Health reaffirms FY2022 adjusted EBITDA guidance of $52M-$56M
Reiterates full-year 2022 adjusted EBITDA range of $52M-$56M, representing 25.6%-35.3% growth over prior year.
Privia Health prepays $33.1M term loan due 2026 using cash on hand; revolver undrawn
Prepaid approximately $33.1M (including accrued interest) on term loan due August 27, 2026.
Privia Health presents at William Blair Growth Conference; no material updates disclosed
Company provided investor presentation slides at William Blair Growth Conference on June 7, 2022.
On August 12, 2026, the Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) elected Opella Ernest, M.D. to the Board as a Class III director, effective September 1, 2026.
On July 6, 2026, Shawn Morris resigned from his position as a member of the Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) and as a member of the Compliance Committee of the Board, effective immediately.
On July 1, 2024, Bill Sullivan resigned from his position as a member of the Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) and as a member of the Audit Committee of the Board, effective immediately.
The Board has appointed Edward C. Fargis as the Company’s new Secretary and Executive Vice President & General Counsel, with employment beginning effective January 29, 2024.
Under the Transition Agreement, Mr. Bartrum will remain employed by the Company for a transition period from January 29, 2024 through May 31, 2024
The Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) increased the size of the Board from ten to eleven directors and elected David Wichmann to the Board as a Class I director and Pamela Kimmet to the Board as a Class III director, effective August 1, 2023.
The Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) increased the size of the Board from ten to eleven directors and elected David Wichmann to the Board as a Class I director and Pamela Kimmet to the Board as a Class III director, effective August 1, 2023.
Jeffrey Bernstein resigned from the Board and as Chair of the Compensation and Nominating and Corporate Governance Committees of the Board, effective August 1, 2023, following Goldman Sachs’ sale of its ownership position in the Company through a secondary offering which closed on May 8, 2023.
the Board appointed Parth Mehrotra, the Company’s current President and Chief Operating Officer, to succeed Mr. Morris as Chief Executive Officer of the Company effective July 1, 2023.
Shawn Morris notified the Board of Directors of the Company (the “Board”) that he would retire as Chief Executive Officer of the Company on July 1, 2023.
The Board expects to appoint Mr. Mehrotra to the Board on the Transition Date, subject to his assuming the role of Chief Executive Officer.
On April 7, 2023, Shawn Morris, Chief Executive Officer of Privia Health Group, Inc. (the “Company”), notified the Board of Directors (the “Board”) that he will retire as Chief Executive Officer of the Company on July 1, 2023.
Max materiality 0.85 · Median 0.57 · Most common event earnings