Surgery Partners (SGRY) HR chief sells shares to cover taxes

Rhea-AI Filing Summary

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.

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

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Burkhalter Danielle

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Human Resources Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026

4. 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 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	03/13/2026		S		3,469(1)	D	$12.83	76,864	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. Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

Remarks:

	/s/ Jennifer Baldock, Attorney-in-Fact	03/16/2026
	** 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 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).
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FAQ

What insider transaction did Surgery Partners (SGRY) report for Danielle Burkhalter?

Surgery Partners reported that Chief Human Resources Officer Danielle Burkhalter sold 3,469 shares of common stock at $12.83 per share. The transaction occurred on March 13, 2026 and was disclosed in a Form 4 insider filing.

Why did Surgery Partners executive Danielle Burkhalter sell 3,469 SGRY shares?

The 3,469 shares were sold to satisfy tax withholding obligations related to the vesting of restricted stock on March 4, 2026. This indicates the sale was a tax-management step linked to equity compensation rather than a discretionary open-market reduction of her holdings.

At what price were the Surgery Partners (SGRY) shares sold by Danielle Burkhalter?

The filing shows an average sale price of $12.83 per share for the 3,469 Surgery Partners common shares sold. This price reflects the execution level for the tax-related sale rather than a purchase or option exercise event.

How many Surgery Partners (SGRY) shares does Danielle Burkhalter hold after the sale?

Following the reported transaction, Danielle Burkhalter directly owns 76,864 shares of Surgery Partners common stock. This remaining position, disclosed in the Form 4, shows her continuing equity stake after selling shares to cover tax withholding obligations.

What role does Danielle Burkhalter hold at Surgery Partners (SGRY)?

The filing identifies Danielle Burkhalter as the Chief Human Resources Officer of Surgery Partners. As an officer, she is required to report trades in company stock on Form 4, which provides transparency into her equity-related transactions and holdings.

Does the Surgery Partners Form 4 indicate any option exercises or derivatives for Danielle Burkhalter?

The disclosed data show only a common stock sale to cover tax withholding from restricted stock vesting, with no derivative transactions or option exercises listed. The derivative holdings section for this filing is empty, focusing solely on her common stock position.