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Surgery Partners Amends Form 4; Director Holdings Clarified

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Surgery Partners, Inc. (SGRY) filing amends a previously filed Form 4 to correct an inadvertent error about a reported disposition of common stock. The reporting person, Patricia Anne Maryland, identified as a director, had a transaction date listed as 08/11/2025. The amended record shows a sale code was previously reported in error and clarifies that the number of shares beneficially owned following the reported transaction is 24,583 held directly. The amendment was signed by an attorney-in-fact on 08/13/2025. No exercise or derivative transactions are reported and no price or proceeds are recorded in this amendment.

Positive

  • Amendment corrects prior error, improving disclosure accuracy under Section 16
  • Clarifies direct ownership of 24,583 common shares, providing clear insider holdings
  • No derivatives reported, simplifying assessment of economic exposure

Negative

  • Original Form 4 contained an inadvertent error reporting a disposition, indicating a lapse in initial disclosure accuracy

Insights

TL;DR: Amendment corrects a previously reported sale; holdings clarified at 24,583 shares, not a material change to capital structure.

The amendment addresses a reporting error rather than a substantive transfer of economic exposure. The document shows a previously reported disposition code that has been corrected and confirms the reporting person currently holds 24,583 shares directly. There are no derivative instruments disclosed and no transaction proceeds or prices recorded in the amended Form 4, so this filing does not reflect a market-impacting insider sale or acquisition.

TL;DR: Correcting disclosure improves governance transparency; the underlying ownership position is unchanged at 24,583 shares.

The amendment demonstrates adherence to Section 16 reporting obligations by correcting an inadvertent misstatement. While the correction itself is procedural, timely amendment and attorney-in-fact signature indicate remediation of controls around insider reporting. The filing does not reveal any new transfers or derivative positions that would materially affect assessments of insider alignment with shareholders.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Maryland Patricia Anne

(Last) (First) (Middle)
C/O SURGERY PARTNERS, INC.
340 SEVEN SPRINGS WAY, SUITE 600

(Street)
BRENTWOOD TN 37027

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Surgery Partners, Inc. [ SGRY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
08/13/2025
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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/11/2025 S 0 D $0 24,583(1) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. 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.
Remarks:
/s/ Jennifer Baldock, Attorney-in-Fact 08/13/2025
** 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 4 (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.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What change does the Form 4/A for SGRY report?

The amendment corrects an inadvertent error in the original Form 4 and clarifies reported ownership; it corrects a previously reported disposition entry.

How many shares does the reporting person beneficially own after the amendment?

The amended filing reports 24,583 shares beneficially owned directly by the reporting person.

What was the transaction date referenced in the amended Form 4/A?

The filing references a transaction date of 08/11/2025, with the amendment filed/signed on 08/13/2025.

What is the reporting person’s relationship to Surgery Partners, Inc. (SGRY)?

The reporting person is listed as a Director of Surgery Partners, Inc.

Does the amended Form 4/A report any derivative transactions or sale proceeds?

No. The amendment reports no derivative securities and contains no price or proceeds for a sale in this corrected filing.
Surgery Partners Inc

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1.99B
77.46M
Medical Care Facilities
Services-general Medical & Surgical Hospitals, Nec
Link
United States
BRENTWOOD