Surgery Partners (SGRY) COO reports zero share ownership on Form 3

Rhea-AI Filing Summary

Surgery Partners, Inc. executive Justin Robert Oppenheimer, who serves as COO & National Group President, filed an initial ownership report on Form 3. The filing states that he beneficially owns 0 shares of Common Stock on a direct basis as of 01/01/2026. The derivative securities table shows no stock options, warrants, or other derivative securities reported as beneficially owned. The form is signed by an attorney-in-fact under a power of attorney, indicating this is a baseline disclosure of his current equity holdings with the company.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Oppenheimer Justin Robert

(Last) (First) (Middle)

340 SEVEN SPRINGS WAY, SUITE 600

(Street)

BRENTWOOD TN 37027

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026

3. Issuer Name and Ticker or Trading Symbol
Surgery Partners, Inc. [ SGRY ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	COO & National Group President

5. 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 Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	0	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit List: Exhibit 24-Power of Attorney

	/s/ Jennifer Baldock, Attorney-in-Fact	01/09/2026
	** 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 5 (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.
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FAQ

What does the Surgery Partners (SGRY) Form 3 filing by Justin Robert Oppenheimer show?

The Form 3 for Surgery Partners, Inc. (SGRY) shows that executive Justin Robert Oppenheimer, the COO & National Group President, reported beneficial ownership of 0 shares of Common Stock as of 01/01/2026.

Does the Surgery Partners (SGRY) COO currently own any common stock according to this Form 3?

According to the Form 3, 0 shares of Common Stock are beneficially owned directly by Justin Robert Oppenheimer, indicating no reported equity holdings in the company at that time.

Are any stock options or other derivative securities reported for the Surgery Partners COO?

No. The Table II section for derivative securities lists no entries, meaning no options, warrants, or other derivative securities are reported as beneficially owned by Justin Robert Oppenheimer in this filing.

What is Justin Robert Oppenheimer’s role at Surgery Partners (SGRY) in this Form 3?

The Form 3 identifies Justin Robert Oppenheimer as an officer of Surgery Partners, Inc., with the title COO & National Group President, and not as a director or 10% owner.

Is the Form 3 for Surgery Partners (SGRY) filed by one reporting person or a group?

The filing is marked as Form filed by One Reporting Person, indicating it covers only Justin Robert Oppenheimer and not a joint or group filing.

Who signed the Surgery Partners (SGRY) Form 3 for Justin Robert Oppenheimer?

The Form 3 is signed /s/ Jennifer Baldock, Attorney-in-Fact on behalf of Justin Robert Oppenheimer, referencing a power of attorney as an exhibit.