Source-grounded facts extracted from Privia Health Group, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Opella Ernest, M.D. was elected as Class III Director at Privia Health Group, Inc..
“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.”
Shawn Morris resigned as member of the Board of Directors at Privia Health Group, Inc..
“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.”
Privia Health Group, Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-05-20 meeting.
“Proposal No. 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. The appointment of PricewaterhouseCoopers LLP was ratified.”
Privia Health Group, Inc. shareholders approved Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers at the 2026-05-20 meeting.
“Proposal No. 2: Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. The Company’s stockholders approved, on a non-binding basis, the compensation of our named executive officers.”
Privia Health Group, Inc. shareholders approved Election of Class I directors at the 2026-05-20 meeting.
“Proposal No. 1: Election of directors. The following three nominees were elected to serve as Class I directors for a term expiring at the Company’s 2029 Annual Meeting of Stockholders, or until such director's respective successor is duly elected and qualified or such director's earlier death, resignation or removal.”
Privia Health Group, Inc. reported first quarter ended March 31, 2026 results: revenue $ 603.8, net income $ 3.1, EPS $ 0.02. Guidance reaffirmed.
“results for the first quarter ended March 31, 2026. Three Months Ended March 31, (unaudited; $ in millions, except per share amounts) 2026 2025 Change (%) * Total revenue $ 603.8 $ 480.1 25.8 % Gross profit $ 125.6 $ 103.6 21.2 % Operating income $ 7.4 $ 5.2 42.2 % Net income a $ 3.1 $ 4.2 (27.4) % Non-GAAP adjusted net income b $ 24.3 $ 19.9 22.3 % Net”
Bill Sullivan resigned as Director at Privia Health Group, Inc..
“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.”
Privia Health Group, Inc. reported the first quarter ended March 31, 2024 results: revenue $ 415.2, net income $ 3.0, EPS $ 0.03. Guidance reaffirmed.
“Privia Health Reports First Quarter 2024 Financial Results – Practice Collections +7.4% compared to 1Q’23 – Implemented Providers +17.3% compared to 1Q’23 – Company Reiterated Full Year 2024 Guidance ARLINGTON, VA – May 9, 2024 – Privia Health Group, Inc. (Nasdaq: PRVA) today announced financial results for the first quarter ended March 31, 2024. For the Three Months Ended March 31, ($ in millions, except per share amounts) 2024 2023 Change (%) Total revenue $ 415.2 $ 386.3 7.5 % Gross profit $ 93.4 $ 83.0 12.5 % Operating income $ 0.8 $ 6.7 (87.7) % Net income a $ 3.0 $ 7.3 (59.3) % Non-GAAP adjusted net income b $ 22.5 $ 19.3 16.6 % Net income per share $ 0.03 $ 0.06 (50.0) % Non-GAAP adjusted net income per share $ 0.18 $ 0.16 12.5 %”
Privia Health Group, Inc. reported financial results for the fourth quarter and full year ended December 31, 2023.
“On February 27, 2024, Privia Health Group, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter ended December 31, 2023.”
Edward C. Fargis was appointed as Executive Vice President & General Counsel at Privia Health Group, Inc..
“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.”
Thomas Bartrum resigned as Executive Vice President & General Counsel at Privia Health Group, Inc..
“Under the Transition Agreement, Mr. Bartrum will remain employed by the Company for a transition period from January 29, 2024 through May 31, 2024”
Privia Health Group, Inc. entered into Revolving Credit Agreement with Wells Fargo Bank, National Association, as issuing lender, and certain other lenders valued at $125 million (effective 2023-11-16).
“On November 16, 2023, Privia Health Group, Inc., PH Group Holdings Corp., and Privia Health, LLC, as borrower, (collectively, the “Privia Parties”) entered into a credit agreement (the “Revolving Credit Agreement”) with Wells Fargo Bank, National Association, as issuing lender, and certain other lenders, pursuant to which the Privia Parties established a $125 million five-year senior secured revolving credit facility (the “Revolving Credit Facility”).”
Privia Health Group, Inc. reported the nine months ended September 30, 2023 results: revenue $1.22 billion, net income $20.2 million, EPS $0.16 per diluted share.
“Total revenue was $1.22 billion for the nine months ended September 30, 2023, an increase from $992.2 million for the same period in 2022 (+22.6%). Operating income for the first nine months of 2023 was $19.2 million, compared to operating loss of $(21.4) million for the same period in 2022. Net income for the first nine months of 2023 was $20.2 million, or $0.16 per diluted share, compared to net loss of $(26.4) million, or $(0.24) per diluted share, for the same period in 2022.”
Privia Health Group, Inc. reported the third quarter ended September 30, 2023 results: revenue $417.3 million, net income $5.6 million, EPS $0.05 per share.
“Total revenue for the third quarter of 2023 was $417.3 million, compared to total revenue of $342.9 million for the prior year third quarter (+21.7%). Gross Profit for the third quarter of 2023 was $90.6 million, compared to $76.9 million for the prior year third quarter. Operating income for the third quarter of 2023 was $5.5 million, compared to operating loss of $(4.6) million for the prior year third quarter. Net income for the third quarter of 2023 was $5.6 million, or $0.05 per share, compared to net income of $1.6 million, or $0.01 per share, for the third quarter of 2022.”
Privia Health Group, Inc. reported the second quarter ended June 30, 2023 results: revenue $413.4 million, net income $7.3 million, or $0.06 per share. Guidance raised.
“PRVA) today announced financial results for the second quarter and six month periods ended June 30, 2023. Second Quarter Total revenue for the second quarter of 2023 was $413.4 million, compared to total revenue of $335.5 million for the prior year second quarter (+23.2%). Gross Profit for the second quarter of 2023 was $90.2 million, compared to $75.4 million”
Privia Health Group, Inc.: Increased board size from 11 to 15 directors and removed the office of president (effective 2023-08-01).
“Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. The Board approved the Company’s Third Amended and Restated Bylaws (as so amended and restated, the “Amended Bylaws”), effective August 1, 2023. The Amended Bylaws permit an increase of the size of the Board from eleven to fifteen directors. The Amended Bylaws also reflect the removal of the office of president from the Amended Bylaws.”
Jeffrey Bernstein resigned as Director (and Chair of Compensation and Nominating and Corporate Governance Committees) at Privia Health Group, Inc..
“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.”
Pamela Kimmet was elected as Director (Class III) at Privia Health Group, Inc..
“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.”
David Wichmann was elected as Director (Class I) at Privia Health Group, Inc..
“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.”
Parth Mehrotra was appointed as Chief Executive Officer at Privia Health Group, Inc..
“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 retired as Chief Executive Officer at Privia Health Group, Inc..
“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.”
Privia Health Group, Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. at the 2023-05-24 meeting.
“Proposal No. 3: Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. The appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023 was ratified by the Company’s stockholders as follows: Votes For Votes Against Abstentions Broker Non-Votes 99,741,933 51,735 8,915 —”
Privia Health Group, Inc. shareholders approved Approval, on an advisory (non-binding) basis, of the frequency of future advisory votes on the compensation of our named executive officers. at the 2023-05-24 meeting.
“Proposal No. 2: Approval, on an advisory (non-binding) basis, of the frequency of future advisory votes on the compensation of our named executive officers. The Company’s stockholders adopted, by an advisory vote, a resolution to hold future advisory votes on the compensation of the Company’s named executive officers every year. 1 Year 2 Years 3 Years Abstentions Broker Non-Votes 95,797,349 2,341 245,006 9,465 3,748,422”
Privia Health Group, Inc. shareholders approved Election of directors. at the 2023-05-24 meeting.
“Proposal No. 1: Election of directors. The Company’s stockholders elected the following three nominees to serve as Class I directors for a term expiring at the Company’s 2024 Annual Meeting of Stockholders, or until such director's respective successor is duly elected and qualified or such director's earlier death, resignation or removal. Nominee Votes For Votes Withheld Broker Non-Votes Jeff Bernstein 67,487,729 28,550,060 3,764,794 Nancy Cocozza 95,399,110 655,051 3,748,422 David King 75,996,511 20,041,278 3,764,794”
Privia Health Group, Inc. entered into Underwriting Agreement with Goldman Sachs & Co. LLC (effective 2023-05-04).
“On May 4, 2023, Privia Health Group, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Goldman Sachs & Co. LLC as underwriter (the “Underwriter”) and the selling stockholders listed on Schedule I thereto (the “Selling Stockholders”) with respect to an underwritten offering by the Selling Stockholders of 42,561,196 shares (the “Shares”) of the Company’s common stock, par value $0.01 per share, held by such Selling Stockholders.”
Privia Health Group, Inc. reported first quarter ended March 31, 2023 results: revenue $386.3 million, net income $7.3 million, EPS $0.06 per share. Guidance reaffirmed.
“Total revenue for the first quarter of 2023 was $386.3 million, compared to total revenue of $313.8 million for the prior year first quarter (+23.1%). Gross Profit for the first quarter of 2023 was $83.0 million, compared to $70.8 million for the prior year first quarter. Operating income for the first quarter of 2023 was $6.7 million, compared to operating loss of $(11.5) million for the prior year first quarter. Net income for the first quarter of 2023 was $7.3 million, or $0.06 per share, compared to net loss of $(17.5) million, or $(0.16) per share, for the first quarter of 2022.”
Parth Mehrotra was appointed as Director at Privia Health Group, Inc..
“The Board expects to appoint Mr. Mehrotra to the Board on the Transition Date, subject to his assuming the role of Chief Executive Officer.”
Parth Mehrotra was appointed as Chief Executive Officer at Privia Health Group, Inc..
“On April 11, 2023, the Board appointed Parth Mehrotra, the Company’s President and Chief Operating Officer, to succeed Mr. Morris as Chief Executive Officer effective July 1, 2023 (the “Transition Date”).”
Shawn Morris departed as Chief Executive Officer at Privia Health Group, Inc..
“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.”
Privia Health Group, Inc. terminated Credit Agreement with SVB, as administrative agent, collateral agent and lender valued at $65 million (effective 2023-03-16).
“On March 16, 2023, Privia Health Group, Inc. (the “Company”) provided notice to terminate the Credit Agreement, dated as of November 15, 2019, as amended by the Third Amendment, dated as of August 27, 2021 (as amended, the “Credit Agreement”), by and among the Company, certain of the Company’s subsidiaries, as guarantors, and SVB, as administrative agent, collateral agent and lender, providing for revolving loans in an amount up to $65 million, including a letter of credit sub-facility of $5 million (the “Revolving Loan Facility”).”
Privia Health Group, Inc. updated its full year ended December 31, 2022 guidance (reaffirmed).
“Privia Health Reports Fourth Quarter 2022 Financial Results – FY 2022 Financial Results At or Above High End of Guidance”
Privia Health Group, Inc. reported the fourth quarter ended December 31, 2022 results: revenue $364.4 million, net income $17.8 million, EPS $0.14 per diluted share.
“today announced financial and operating results for the fourth quarter and full year ended December 31, 2022. Fourth Quarter Total revenue for the fourth quarter of 2022 was $364.4 million, compared to total revenue of $275.3 million for the prior year fourth quarter (+32.4%). Operating income for the fourth quarter of 2022 was $2.2 million, compared to operating”
Privia Health Group, Inc. entered into Underwriting Agreement with Goldman Sachs & Co. LLC valued at 5,000,000 shares of common stock (plus up to 750,000 additional shares over-allotment) (effective 2022-11-16).
“On November 16, 2022, Privia Health Group, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Goldman Sachs & Co. LLC, in its capacity as the representative of the several underwriters listed on Schedule I thereto (in such capacity, the “Representative”) and the selling stockholders listed on Schedule II thereto (the “Selling Stockholders”) with respect to an underwritten offering by the Selling Stockholders of 5,000,000 shares (the “Firm Shares”) of the Company’s common stock, par value $0.01 per share (the “Common Stock”), held by such Selling Stockholders. In addition, the underwriters were granted a 30-day option to purchase up to 750,000 additional shares (the “Optional Shares” and, together with the Firm Shares, the “Shares”) of Common Stock from the Selling Stockholders at the public offering price, less underwriting discounts and commissions, which the underwriters exercised in full on November 18, 2022.”
Jeff Butler resigned as Director at Privia Health Group, Inc..
“On November 14, 2022, Jeff Butler 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.”
Privia Health Group, Inc. reported third quarter ended September 30, 2022 results: revenue Total revenue for the third quarter of 2022 was $342.9 million, net income Net income for the third quarter of 2022 was $1.6 million, EPS $0.01 per share.
“Privia Health Group, Inc. (Nasdaq: PRVA) today announced financial results for the third quarter and nine month periods ended September 30, 2022. Third Quarter Total revenue for the third quarter of 2022 was $342.9 million, compared to total revenue of $251.5 million for the prior year third quarter (+36.3%). Operating loss for the third quarter of 2022 was $(4.6) million, compared to operating loss of $(12.8) million for the prior year third quarter. Net income for the third quarter of 2022 was $1.6 million, or $0.01 per share, compared to net loss of $(9.1) million, or $(0.09) per share, for the third quarter of 2021.”
Privia Health Group, Inc.: Amended and restated bylaws to update director nomination procedures in light of universal proxy rules and other provisions (effective 2022-11-09).
“On November 9, 2022, the Board of Directors (the “Board”) of Privia Health Group, Inc. (the “Company”) approved the Company’s Second Amended and Restated Bylaws (as so amended and restated, the “Amended Bylaws”), effective as of such date.”
Nancy Cocozza was elected as Director at Privia Health Group, Inc..
“elected Nancy Cocozza to fill the newly created vacancy on the Board, effective April 1, 2022.”
David Mountcastle was appointed as Chief Financial Officer at Privia Health Group, Inc..
“On March 21, 2022, the Board of Directors of the Company appointed David Mountcastle as the Chief Financial Officer and principal accounting officer, effective immediately.”
Jeffrey S. Sherman resigned as Chief Financial Officer at Privia Health Group, Inc..
“On March 16, 2022, Jeffrey S. Sherman resigned from his position as Chief Financial Officer, including as principal financial officer and principal accounting officer, of Privia Health Group, Inc.”
David Mountcastle departed as Chief Financial Officer at Privia Health Group, Inc..
“Mr. Sherman replaced David Mountcastle as Company’s Chief Financial Officer and principal accounting officer effective January 5, 2022, and Mr. Mountcastle will remain employed by the Company for a transition period through March 31, 2022.”
Jeffrey S. Sherman was appointed as Chief Financial Officer at Privia Health Group, Inc..
“On January 5, 2022 the Board of Directors of Privia Health Group, Inc. (the “Company”) appointed Jeffrey S. Sherman as the Company’s Chief Financial Officer, with employment beginning effective January 1, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.