Surgery Partners CEO logs stock grants, tax share sale

Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported a mix of stock grants and a small share sale.

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported a mix of stock grants and a small share sale. On March 5, 2026, he acquired 141,743 restricted stock awards at $14.11 per share that vest in three equal annual installments, and 136,363 restricted stock awards at $14.11 per share that vest after one year.

On March 6, 2026, he sold 11,462 shares of common stock in an open-market transaction at a weighted average price of $13.79 per share to satisfy tax withholding obligations related to recent restricted stock vesting. Following these transactions, he directly owned 662,680 shares of common stock.

Insider Trade Summary

Net Seller: 11,462 shares

Net Sell 3 txns

Insider Evans Jason Eric

Role Chief Executive Officer

Sold 11,462 shs ($158K)

Type	Security	Shares	Price	Value
Sale	Common Stock	11,462	$13.79	$158K
Grant/Award	Common Stock	141,743	$14.11	$2.00M
Grant/Award	Common Stock	136,363	$14.11	$1.92M

Holdings After Transaction: Common Stock — 662,680 shares (Direct)

Footnotes (4)

1. F1. Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026.
2. F2. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
3. F3. Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.
4. F4. Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

FAQ

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

What insider transactions did SGRY CEO Jason Eric Evans report?

Jason Eric Evans reported stock grants and a tax-related sale. He received two restricted stock awards totaling 278,106 shares and sold 11,462 shares of common stock in an open-market transaction, all reported as direct holdings in Surgery Partners, Inc. common stock.

How many SGRY shares did the CEO sell and for what purpose?

He sold 11,462 shares of Surgery Partners common stock at a weighted average price of $13.79 per share. According to the filing, the sale was made specifically to satisfy his tax withholding obligations arising from the vesting of earlier restricted stock awards.

What restricted stock awards did the SGRY CEO receive on March 5, 2026?

On March 5, 2026, he received two restricted stock awards: 141,743 shares vesting in three equal annual installments, and 136,363 shares vesting on the first anniversary of the grant date. Both awards were granted at a reference price of $14.11 per share.

How many SGRY shares does CEO Jason Eric Evans own after these transactions?

After the reported March 6, 2026 sale to cover tax withholding, Jason Eric Evans directly owned 662,680 shares of Surgery Partners common stock. This figure reflects his remaining holdings after both the restricted stock grants and the tax-driven share sale.

Was the SGRY CEO’s stock sale a discretionary sale or tax-related?

The sale was tax-related. Footnotes state the 11,462 shares were sold to satisfy Jason Eric Evans’ tax withholding obligations tied to the vesting of restricted stock on February 28, 2026 and March 2, 2026, rather than a purely discretionary portfolio decision.

What does this Form 4 filing mean for SGRY shareholders?

The Form 4 shows routine equity compensation and a small tax-driven sale by the CEO. It records new restricted stock grants and a limited share sale for tax withholding, providing transparency into insider ownership changes without indicating a major strategic shift.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 03/09/2026 - 07:33 PM EDT Learn about SEC filing dates

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).

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^*

Evans Jason Eric

(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 Executive Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

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	03/06/2026		S		11,462(1)	D	$13.79(2)	662,680	D
Common Stock	03/05/2026		A		141,743(3)	A	$14.11	804,423	D
Common Stock	03/05/2026		A		136,363(4)	A	$14.11	940,786	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 February 28, 2026 and March 2, 2026.

2. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

3. Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

4. Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Remarks:

	/s/ Jennifer Baldock, Attorney-in-Fact	03/09/2026
	** 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 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.