SGRY · Surgery Partners, Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-06-18 | HENDRIX BLAIR E |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on June 18, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
34,364 |
| 2026-06-05 | Deane John A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-06-05 | DeLuca Teresa |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-06-05 | ADLERZ CLIFFORD G |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-06-05 | TURNER BRENT |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-06-05 | HENDRIX BLAIR E |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. Previously reported shares indirectly owned through Bain Capital Investors, LLC are no longer reflected in the amount of securities beneficially owned following reported transaction. |
Common Stock
|
11,670 |
| 2026-06-05 | Forese Laura L |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-06-05 | Dean Lloyd H |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 5, 2027. |
Common Stock
|
11,670 |
| 2026-03-16 | Doherty David T |
Chief Financial Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,867 |
| 2026-03-16 | Evans Jason Eric |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
20,400 |
| 2026-03-13 | Burkhalter Danielle |
Chief Human Resources Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. |
Common Stock
|
3,469 |
| 2026-03-13 | Brittenham Marissa |
Chief Strategy Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. |
Common Stock
|
3,657 |
| 2026-03-12 | Baldock Jennifer |
Chief Admin & Dev Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
5,798 |
| 2026-03-06 | Burkhalter Danielle |
Chief Human Resources Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
7,736 |
| 2026-03-06 | Doherty David T |
Chief Financial Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
14,574 |
| 2026-03-06 | Baldock Jennifer |
Chief Admin & Dev Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2025 and March 2, 2025. |
Common Stock
|
10,082 |
| 2026-03-06 | Brittenham Marissa |
Chief Strategy Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026. |
Common Stock
|
8,785 |
| 2026-03-06 | Evans Jason Eric |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
11,462 |
| 2026-03-06 | Webb William Trenton |
American Group President |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
272 |
| 2026-03-05 | Evans Jason Eric |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
141,743 |
| 2026-03-05 | Burkhalter Danielle |
Chief Human Resources Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
17,717 |
| 2026-03-05 | Doherty David T |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
56,697 |
| 2026-03-05 | Doherty David T |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
54,545 |
| 2026-03-05 | Baldock Jennifer |
Chief Admin & Dev Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
40,909 |
| 2026-03-05 | Webb William Trenton |
American Group President |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
1,794 |
| 2026-03-05 | Doherty David T |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. |
Common Stock
|
30,501 |
| 2026-03-05 | Oppenheimer Justin Robert |
COO & National Group President |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
42,523 |
| 2026-03-05 | Baldock Jennifer |
Chief Admin & Dev Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. |
Common Stock
|
22,875 |
| 2026-03-05 | Webb William Trenton |
American Group President |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
20,454 |
| 2026-03-05 | Evans Jason Eric |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
136,363 |
| 2026-03-05 | Baldock Jennifer |
Chief Admin & Dev Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
42,523 |
| 2026-03-05 | Webb William Trenton |
American Group President |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. |
Common Stock
|
11,438 |
| 2026-03-05 | Brittenham Marissa |
Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. |
Common Stock
|
9,150 |
| 2026-03-05 | Burkhalter Danielle |
Chief Human Resources Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
16,363 |
| 2026-03-05 | Brittenham Marissa |
Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. |
Common Stock
|
16,363 |
| 2026-03-05 | Brittenham Marissa |
Chief Strategy Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Common Stock
|
17,717 |
| 2026-03-05 | Burkhalter Danielle |
Chief Human Resources Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. |
Common Stock
|
9,150 |
| 2026-01-13 | Oppenheimer Justin Robert |
COO & National Group President |
Award↑
Filing footnotes — Common Stock (Direct)
Represents restricted stock awards ("RSAs") granted to the reporting person on January 13, 2026 (the "Grant Date"). The RSAs vest in one installment on the first anniversary of the Grant Date. |
Common Stock
|
77,736 |
| 2025-09-04 | Bane Harrison R. |
National Group President |
Sell↓
|
Common Stock
|
3,613 |
| 2025-09-04 | Bane Harrison R. |
National Group President |
Sell↓
Filing footnotes — Common Stock (Direct)
Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2025. |
Common Stock
|
5,726 |
| 2025-08-11 | DeLuca Teresa |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
20,018 |
| 2025-08-11 | Maryland Patricia Anne |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
The Original Form 4 is being amended by this Form 4/A to correct an inadvertent error reporting the disposition of shares on August 11, 2025 and to correct the number of shares beneficially owned directly by the reporting person after this reported transaction. |
Common Stock
|
0 |
| 2025-08-08 | Doherty David T |
Chief Financial Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Common Stock
|
47,491 |
| 2025-06-10 | DeLuca Teresa |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | Deane John A |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | Forese Laura L |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | TURNER BRENT |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | HENDRIX BLAIR E |
Director, 10% Owner |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | Maryland Patricia Anne |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |
| 2025-06-10 | ADLERZ CLIFFORD G |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
Shares will vest on June 10, 2026. |
Common Stock
|
6,861 |