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Surgery Partners (SGRY): Notice to Sell 100,000 Shares via UBS

Surgery Partners (SGRY) filed a Form 144 reporting a proposed sale of 100,000 common shares through UBS Financial Services on the NASDAQ approximately on 08/21/2025.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
144

Rhea-AI Filing Summary

Surgery Partners (SGRY) filed a Form 144 reporting a proposed sale of 100,000 common shares through UBS Financial Services on the NASDAQ approximately on 08/21/2025. The shares were acquired on 08/20/2025 via equity compensation from Surgery Partners, Inc., with an indicated aggregate market value of $2,299,020.90 based on 128,209,410 shares outstanding. The filer reports no securities sold in the past three months and includes the standard representation that they are not aware of any undisclosed material adverse information. The notice also references compliance considerations for trading plans and Rule 10b5-1.

Positive

  • Transparent disclosure of a proposed insider sale meeting Rule 144 notification requirements
  • No sales in prior three months, indicating this is not part of a pattern of frequent insider disposals

Negative

  • Insider liquidity event of 100,000 shares valued at approximately $2.30 million, which could modestly increase supply
  • Rapid sale timing—shares were acquired 08/20/2025 with an approximate sale date of 08/21/2025

Insights

TL;DR: Routine insider sale notice for 100,000 shares acquired via equity compensation; limited immediate market impact.

This Form 144 documents a proposed sale of 100,000 common shares by a person who received the shares as equity compensation the day before the intended sale. The transaction is being routed through UBS on NASDAQ with an aggregate market value stated at $2.299 million. There are no reported sales in the prior three months. From a securities perspective, this filing appears procedural: it notifies the market of an intended resale under Rule 144 and includes the standard attestation about non-public material information.

TL;DR: Disclosure aligns with Rule 144 requirements; the filing signals standard insider liquidity rather than governance concerns.

The filer discloses acquisition via equity compensation and a near-term planned sale, and provides the customary representation regarding material nonpublic information and trading-plan considerations. The absence of prior sales in the three-month window is noted. This submission fulfills disclosure obligations and does not on its face indicate governance issues, but it does document insider monetization that stakeholders can observe.

FAQ

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

What does the Form 144 filed by Surgery Partners (SGRY) report?

The Form 144 reports a proposed sale of 100,000 common shares through UBS on NASDAQ, with an approximate sale date of 08/21/2025.

How were the 100,000 SGRY shares acquired?

The shares were acquired on 08/20/2025 as equity compensation from Surgery Partners, Inc., with payment described as an equity option exercise.

What is the aggregate market value reported for the proposed sale?

The aggregate market value is reported as $2,299,020.90 for the 100,000 shares.

Were any SGRY shares sold by the filer in the past three months?

No. The filing states Nothing to Report for securities sold during the past three months.

Does the filing state the filer knows of any undisclosed material information?

The filer represents by signature that they do not know any material adverse information about the issuer that has not been publicly disclosed.

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

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Accepted by SEC EDGAR Learn about SEC filing dates

144: Filer Information

144: Issuer Information

144: Securities Information



Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold


* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

144: Remarks and Signature

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