Welcome to our dedicated page for Surgery Partners SEC filings (Ticker: SGRY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Surgery Partners, Inc. (SGRY) SEC filings page provides access to the company’s regulatory disclosures as a Nasdaq-listed healthcare services company focused on short-stay and outpatient surgical care. Through these filings, investors can review detailed information about the business, its capital structure, governance and financial performance.
Surgery Partners’ annual reports on Form 10-K and quarterly reports on Form 10-Q describe its outpatient delivery model, the composition of its network of ambulatory surgery centers, surgical hospitals, multi-specialty physician practices and urgent care facilities, and the risks associated with operating in the healthcare sector. These reports also present audited and interim financial statements, management’s discussion and analysis, and risk factor disclosures related to reimbursement, regulation, physician relationships, supply chain, cybersecurity and indebtedness.
Current reports on Form 8-K highlight material events such as debt issuances, credit agreement amendments, earnings releases and leadership changes. For example, recent 8-K filings describe the issuance of additional 7.250% senior notes due 2032 by subsidiary Surgery Center Holdings, Inc., the execution of a second amendment to the company’s credit agreement establishing refinancing term loans and revolving credit commitments, and the announcement of quarterly financial results. Other 8-Ks report board and executive transitions, including resignations, appointments and related employment agreements.
Filings related to capital markets activity, such as indentures for senior notes and amendments to credit facilities, provide insight into interest rates, maturities, guarantees and covenants that shape Surgery Partners’ financial obligations. These documents are important for understanding leverage, refinancing plans and the structure of obligations at the operating subsidiary level.
On this page, AI-powered tools can help summarize lengthy filings, highlight key terms in debt agreements, and clarify the implications of earnings releases and non-GAAP measures like Adjusted EBITDA. Investors can use these summaries to quickly identify items such as revenue trends, same-facility performance, liquidity metrics, leverage ratios and governance changes, while still having direct access to the full text of Forms 10-K, 10-Q, 8-K and related exhibits filed with the SEC.
Surgery Partners Inc filed an Amendment No. 2 to a Schedule 13G/A reporting that The Vanguard Group holds 0 shares (0%) of the company’s common stock following an internal realignment.
The filing states Vanguard will report certain subsidiaries separately in reliance on SEC Release No. 34-39538 and that those entities pursue the same strategies previously run by The Vanguard Group. The form is signed by Ashley Grim on 03/27/2026.
Surgery Partners, Inc. reported that Chief Human Resources Officer Danielle Burkhalter sold 3,469 shares of common stock on March 13, 2026 at an average price of $12.83 per share. According to the filing, the shares were sold to cover tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she directly holds 76,864 shares of Surgery Partners common stock.
Surgery Partners, Inc. Chief Strategy Officer Marissa Brittenham reported an open-market sale of 3,657 shares of common stock at $12.54 per share. According to the footnote, the shares were sold to satisfy her tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she continues to hold 94,196 shares directly, indicating she retained the vast majority of her equity position.
Surgery Partners, Inc. Chief Financial Officer David T. Doherty reported an open-market sale of 8,867 shares of common stock at a weighted average price of $12.50 per share. According to the disclosure, the shares were sold to satisfy his tax withholding obligations related to restricted stock that vested on March 4, 2026.
After this transaction, Doherty directly holds 221,679 shares of Surgery Partners common stock, indicating he retains a substantial equity position in the company following the tax-related sale.
Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported an open-market sale of 20,400 shares of common stock at a weighted average price of $12.47 per share. According to the footnotes, these shares were sold solely to satisfy his tax withholding obligations related to restricted stock vesting on March 4, 2026, rather than as a discretionary reduction of his investment. After this transaction, he continues to hold 920,386 shares of common stock directly.
Surgery Partners, Inc. reported that Chief Admin & Dev Officer Jennifer Baldock sold 5,798 shares of common stock at a weighted average price of $13.17 per share. The sale was made to satisfy her tax withholding obligations tied to restricted stock that vested on March 4, 2026.
After this transaction, Baldock directly holds 326,474 shares of Surgery Partners common stock. The sale represents a small portion of her overall holdings and reflects a tax-related disposition rather than a discretionary change in her investment position.
Surgery Partners, Inc. submitted a Form 144 notifying the proposed sale of 8,867 shares of its common stock by a broker/dealer arrangement. The Form also records a prior sale of 14,574 common shares on 03/06/2026 by David Doherty. The filing names UBS Financial Services Inc. as the broker.
Jason Eric Evans filed a notice under Section 144 to sell 20,400 shares of common stock of Surgery Partners, Inc. proposed on 03/04/2026 as equity vesting from his compensation. The filing also reports 11,462 shares sold during the past three months on 03/06/2026.
Surgery Partners, Inc. submitted a Form 144 notice relating to proposed sales of common stock, listing 3,657 shares tied to an equity vesting event dated 03/04/2026. The filing also records a reported sale of 8,785 shares on 03/06/2026 by Marissa Brittenham.
Surgery Partners, Inc. reported proposed dispositions related to equity compensation: 3,469 shares of common stock tied to an equity vesting event dated 03/04/2026. The filing also shows a prior sale of 7,736 common shares by Danielle Burkhalter on 03/06/2026.