Privia Health appoints Jeffrey Sherman as CFO, replacing David Mountcastle

Privia Health Group, Inc.

Jeffrey Sherman appointed CFO effective Jan 1, 2022, replacing David Mountcastle who transitions through March 31, 2022.
Sherman previously CFO of HMS (healthcare analytics), LifePoint Hospitals, and held senior finance roles at Tenet Healthcare.
Sherman receives $450k base salary, 100% bonus target, sign-on equity of $2.9M options + $1.6M RSUs.
Mountcastle to receive severance of 9 months salary and COBRA, with non-compete through Dec 31, 2023.
Transition period ensures orderly handoff of CFO duties; Sherman also to serve as principal accounting officer.

item 5.02 item 7.01 item 9.01

Executive movements

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Departed

David Mountcastle

Chief Financial Officer

PRVA · Privia Health Group, Inc.

Effective: 2022-01-05
Successor: Jeffrey S. Sherman
Filed: January 6, 2022, 6:59 PM ET

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.

Appointed

Jeffrey S. Sherman

Chief Financial Officer

PRVA · Privia Health Group, Inc.

Effective: 2022-01-01
Filed: January 6, 2022, 6:59 PM ET

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.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 1.0

David Mountcastle departed as Chief Financial Officer at Privia Health Group, Inc..

Action: replaced
Role: Chief Financial Officer

Exact text from the filing

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.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 1.0

Jeffrey S. Sherman was appointed as Chief Financial Officer at Privia Health Group, Inc..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

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.

View on SEC.gov

Privia Health Group, Inc. filing history →

Source: SEC EDGAR

accession 0001759655-22-000003

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