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.
Surgery Partners, Inc. filings document the public-company record for a healthcare services operator focused on short-stay surgical facilities. Form 8-K reports furnish quarterly and annual results, non-GAAP reconciliations, guidance updates and Regulation FD materials related to the company’s surgical facility operations.
The filing record also covers governance and capital structure. Proxy materials describe director elections, executive compensation and stockholder voting matters, while current reports disclose debt financing through Surgery Center Holdings, Inc., supplemental indentures for senior notes, leadership appointments, employment agreements and the company’s Nasdaq-listed common stock.
Surgery Partners, Inc. (SGRY) Schedule 13G/A: Pentwater Capital Management reports beneficial ownership of 12,655,000 shares of common stock, representing 9.7% of the class. The percentage is calculated using 130,797,216 shares outstanding as of March 31, 2026 per the company proxy filed April 23, 2026.
The statement identifies Pentwater Funds as the direct holders and Mr. Matthew Halbower as the reporting person through his role with the Investment Manager; shared voting and dispositive power are reported as 12,655,000 shares. The filing is an ownership disclosure under Schedule 13G/A.
Surgery Partners Inc. ownership update: FMR LLC reports beneficial ownership of 2,191,465.08 shares of common stock, representing 1.7% of the class. The filing (Schedule 13G/A Amendment No. 7) attributes these holdings to FMR LLC and lists Abigail P. Johnson in related disclosures.
The cover responses show sole dispositive power for 2,191,465.08 shares and sole voting power figures on the cover page. The filing is signed under a Power of Attorney and references Exhibit 99 and an Exhibit 24 incorporation.
Surgery Partners reported Q1 2026 revenue of $810.9 million, up from $776.0 million a year earlier, driven by a 4.4% rise in days adjusted same-facility revenue, with 3.8% higher revenue per case and 0.6% higher case volumes.
Net loss attributable to Surgery Partners, Inc. was $35.9 million versus $37.7 million in Q1 2025, while Adjusted EBITDA edged down to $102.3 million from $103.9 million as higher cost of revenues and interest expense offset topline growth.
The company ended the quarter with $182.3 million of cash and $666.1 million of availability on its senior secured revolver, against total debt of about $3.7 billion. The board also authorized a new share repurchase program of up to $200 million of common stock, with no repurchases made in the quarter.
Surgery Partners, Inc. reported first quarter 2026 revenue of $810.9 million, up 4.5% from the prior year, driven by 4.4% same-facility revenue growth on modest 0.6% case growth and a 3.8% increase in revenue per case. Adjusted EBITDA was $102.3 million, slightly below $103.9 million a year earlier, while net loss attributable to Surgery Partners narrowed to $35.9 million, or $(0.28) per basic and diluted share. The company ended March 31, 2026 with $182.3 million of cash and cash equivalents and $666.1 million of available borrowing capacity, with total net debt to EBITDA of roughly 4.3x. Management reaffirmed full-year 2026 guidance for revenue of $3.35–$3.45 billion and Adjusted EBITDA of at least $530 million, implying organic Adjusted EBITDA growth of at least 4.2% versus 2025 normalized levels.
Surgery Partners, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 5, 2026, including electing three Class II directors, an advisory say-on-pay resolution, and ratifying Ernst & Young LLP as independent auditor for 2026.
The record date is April 8, 2026 and the meeting will be held exclusively online via webcast. The Board unanimously recommends voting FOR all three management proposals. The proxy also explains voting mechanics, broker non-votes, and the company’s classified board and independence structure.
For 2025, revenue grew 6.2% to $3.31 billion, Adjusted EBITDA rose 3.5% to $526.2 million, but the company recorded a net loss attributable to common stockholders of $77.9 million (loss per share of $0.61). Because financial results fell below incentive thresholds, no 2025 annual cash bonuses were paid to named executive officers, reinforcing the stated pay‑for‑performance philosophy.
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.