STOCK TITAN

Privia Health (PRVA) CFO Mountcastle receives new stock awards, boosts holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Mountcastle David reported acquisition or exercise transactions in this Form 4 filing.

Privia Health Group EVP & CFO David Mountcastle reported equity awards of common stock. He received 42,584 shares and 35,335 shares of common stock at a price of $0.00 per share as compensation grants, increasing his direct holdings to 239,822 shares.

Footnotes explain these shares relate to restricted stock units under the 2021 Omnibus Incentive Plan that vest in three equal annual installments and to performance stock units granted on May 9, 2023 for the 2023–2025 performance period that have now vested and been distributed. An additional 8,695 shares are held indirectly by his spouse.

Positive

  • None.

Negative

  • None.
Insider Mountcastle David
Role EVP & Chief Financial Officer
Type Security Shares Price Value
Grant/Award Common Stock, par value $0.01 per share 42,584 $0.00 --
Grant/Award Common Stock, par value $0.01 per share 35,335 $0.00 --
holding Common Stock, $0.01 par value per share -- -- --
Holdings After Transaction: Common Stock, par value $0.01 per share — 239,822 shares (Direct); Common Stock, $0.01 par value per share — 8,695 shares (Indirect, By spouse)
Footnotes (1)
  1. Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates. Vesting and distribution to reporting person of 42,584 shares underlying performance stock units that were granted on May 9, 2023 for the performance period 2023-2025 .
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 VA 22203

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
03/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 03/10/2026 A 35,335(1) A $0 197,238 D
Common Stock, par value $0.01 per share 03/11/2026 A 42,584(2) A $0 239,822 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. Reflects restricted stock units under the 2021 Omnibus Incentive Plan that will vest in substantially equal annual installments on the first, second and third anniversaries of the grant date, generally subject to continued service throughout such dates.
2. Vesting and distribution to reporting person of 42,584 shares underlying performance stock units that were granted on May 9, 2023 for the performance period 2023-2025 .
Remarks:
/s/ Anita Beth Adams, as attorney-in-fact 03/12/2026
** 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.

FAQ

What insider transactions did Privia Health (PRVA) disclose for David Mountcastle?

Privia Health reported equity awards to CFO David Mountcastle. He acquired 42,584 shares and 35,335 shares of common stock at $0.00 per share as stock-based compensation, reflecting restricted and performance stock units under the company’s 2021 Omnibus Incentive Plan.

How many Privia Health (PRVA) shares does CFO David Mountcastle hold after the latest Form 4?

After the reported awards, Mountcastle directly holds 239,822 shares. The filing also shows 8,695 shares held indirectly by his spouse. These figures reflect his updated ownership position following the March 2026 stock-based compensation grants.

What type of equity awards did Privia Health (PRVA) grant to its CFO?

The awards consist of restricted stock units and performance stock units. Some units vest in substantially equal annual installments on the first, second, and third anniversaries of the grant date, while others relate to a performance period from 2023 to 2025 that has now vested.

At what price were the Privia Health (PRVA) shares granted to the CFO?

The shares reported in the Form 4 were granted at $0.00 per share. This indicates they are stock-based compensation awards, not open-market purchases, consistent with restricted and performance stock units issued under the company’s omnibus incentive plan.

Does the Privia Health (PRVA) Form 4 show any insider sales by the CFO?

The filing does not report any sales by the CFO. It shows two acquisition transactions coded as grants or awards of common stock and an additional indirect holding entry for shares owned by his spouse, with no disposal transactions reported.

How do the performance stock units in Privia Health (PRVA) vest for the CFO?

One footnote describes vesting of 42,584 performance stock unit shares. These were granted on May 9, 2023 for a performance period spanning 2023–2025 and have now vested and been distributed as common shares to the reporting person.