---
schema_version: "secwatch.filing_event.v1"
accession: "0001759655-22-000003"
form_type: "8-K"
ticker: "PRVA"
cik: "0001759655"
company_name: "Privia Health Group, Inc."
filed_at: "2022-01-06T23:59:59+00:00"
generated_at: "2026-06-27T20:17:48.326722+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Privia Health appoints Jeffrey Sherman as CFO, replacing David Mountcastle

## Summary
- 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.

## SEC filing metadata
- accession: 0001759655-22-000003
- form_type: 8-K
- ticker: PRVA
- cik: 0001759655
- company_name: Privia Health Group, Inc.
- filed_at: 2022-01-06T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1759655/000175965522000003/0001759655-22-000003-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1759655/000175965522000003/prva-20220101.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001759655-22-000003
- JSON: https://secwatch.observer/filing/0001759655-22-000003.json
- Plain text: https://secwatch.observer/filing/0001759655-22-000003.txt

## Key facts
- Executive change
  David Mountcastle departed as Chief Financial Officer at Privia Health Group, Inc..
  - Action: replaced
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1759655/000175965522000003/0001759655-22-000003-index.htm
- Executive change
  Jeffrey S. Sherman was appointed as Chief Financial Officer at Privia Health Group, Inc..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1759655/000175965522000003/0001759655-22-000003-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.