Privia Health CFO sells 6,391 shares for taxes

Privia Health Group EVP & Chief Financial Officer David Mountcastle reported an open-market sale of 6,391 shares of common stock at $22.11 per share.

Accepted by SEC EDGAR 03/18/2026 - 04:07 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Privia Health Group EVP & Chief Financial Officer David Mountcastle reported an open-market sale of 6,391 shares of common stock at $22.11 per share. According to the footnote, this was a nondiscretionary sale-to-cover transaction required to satisfy tax withholding obligations tied to vesting performance stock units.

After the sale, he held 220,413 shares directly and 8,695 shares indirectly through his spouse, indicating that the sale represents a small portion of his overall ownership and is linked to equity compensation tax requirements rather than a discretionary portfolio move.

Insider Trade Summary

Net Seller: 6,391 shares

Net Sell 1 txn

Insider Mountcastle David

Role EVP & Chief Financial Officer

Sold 6,391 shs ($141K)

Share of Position Sold 2.8%

Type	Security	Shares	Price	Value
Sale	Common Stock, par value $0.01 per share	6,391	$22.11	$141K
Holding	Common Stock, $0.01 par value per share	--	--	--

Holdings After Transaction: Common Stock, par value $0.01 per share — 220,413 shares (Direct); Common Stock, $0.01 par value per share — 8,695 shares (Indirect, By spouse)

Holdings Before and After: Common Stock, par value $0.01 per share, 226,804 to 220,413 shares (Direct)

Other Insiders: 3 other insiders reported open-market sales of this stock in the 30 days up to this filing.

Footnotes (1)

1. F1. The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did PRVA CFO David Mountcastle report?

David Mountcastle reported selling 6,391 Privia Health (PRVA) shares in an open-market transaction. The sale was tied to vesting performance stock units and executed as a required sale-to-cover for associated tax withholding obligations, rather than a discretionary stock sale.

At what price did the PRVA CFO sell his Privia Health shares?

The CFO sold 6,391 shares of Privia Health common stock at $22.11 per share. This open-market transaction was described as a nondiscretionary sale-to-cover to satisfy tax withholding obligations triggered by the vesting and settlement of performance stock units.

Why did Privia Health CFO David Mountcastle sell 6,391 PRVA shares?

The filing states the sale was a nondiscretionary sell-to-cover transaction. Shares were required to be sold to cover tax withholding obligations arising from the vesting and settlement of performance stock units, indicating the sale was driven by tax requirements on equity compensation.

How many Privia Health shares does the PRVA CFO own after this transaction?

After the reported sale, David Mountcastle beneficially owned 220,413 shares directly. The filing also shows 8,695 shares of Privia Health common stock held indirectly by his spouse, providing context for his overall equity exposure following the tax-related sale.

Was the PRVA CFO’s sale part of an options exercise or derivative trade?

The reported transaction involves common stock, not an option or other derivative, and derivative positions are not listed in this filing. The sale is linked to performance stock unit vesting and used to cover tax withholding obligations from that equity award settlement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Mountcastle David

(Last) (First) (Middle)

PRIVIA HEALTH GROUP, INC.

950 N. GLEBE RD., SUITE 700

(Street)

ARLINGTON VIRGINIA 22203

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Privia Health Group, Inc. [ PRVA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/16/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock, par value $0.01 per share	03/16/2026		S(1)		6,391	D	$22.11	220,413	D
Common Stock, $0.01 par value per share								8,695	I	By spouse

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The sale reported in this Form 4 represents a nondiscretionary sale of shares required to be sold by the Reporting Person pursuant to sell to cover transactions to satisfy tax withholding obligations in connection with the vesting and settlement of performance stock units.

Remarks:

	/s/ Anita Beth Adams, as attorney-in-fact	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)