Surgery Partners (SGRY) strategy chief sells shares and receives new restricted stock grants

Filing Impact

(Very High)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Strategy Officer Marissa Brittenham reported both a sale and new stock awards. On March 6, 2026, she sold 8,785 shares of common stock at $13.70 per share to cover tax withholding from recent restricted stock vesting. On March 5, 2026, she received three restricted stock awards of 17,717 shares, 16,363 shares, and 9,150 shares, which vest over one to three years from the grant date.

Insider Trade Summary

Net Seller: 8,785 shares ($120,355)

Net Sell 4 txns

Insider Brittenham Marissa

Role Chief Strategy Officer

Sold 8,785 shs ($120K)

Type	Security	Shares	Price	Value
Sale	Common Stock	8,785	$13.70	$120K
Grant/Award	Common Stock	17,717	$14.11	$250K
Grant/Award	Common Stock	16,363	$14.11	$231K
Grant/Award	Common Stock	9,150	$14.11	$129K

Holdings After Transaction: Common Stock — 54,623 shares (Direct)

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

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 03/09/2026 - 07:32 PM

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^*

Brittenham Marissa

(Last)

(First)

(Middle)

C/O SURGERY PARTNERS, INC.

340 SEVEN SPRINGS WAY, SUITE 600

(Street)

BRENTWOOD

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 Strategy 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/06/2026		S		8,785⁽¹⁾	D	$13.7	54,623	D
Common Stock	03/05/2026		A		17,717⁽²⁾	A	$14.11	72,340	D
Common Stock	03/05/2026		A		16,363⁽³⁾	A	$14.11	88,703	D
Common Stock	03/05/2026		A		9,150⁽⁴⁾	A	$14.11	97,853	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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. 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.

3. 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.

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

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Surgery Partners (SGRY) report for Marissa Brittenham?

Surgery Partners reported that Chief Strategy Officer Marissa Brittenham sold 8,785 shares of common stock and received three new restricted stock awards. The filing details the transaction dates, share amounts, prices, and vesting schedules for each grant, clarifying both the sale and equity compensation.

How many Surgery Partners (SGRY) shares did Marissa Brittenham sell, and at what price?

Marissa Brittenham sold 8,785 shares of Surgery Partners common stock at $13.70 per share on March 6, 2026. A footnote explains the sale was made to satisfy tax withholding obligations related to the vesting of previously granted restricted stock on February 28 and March 2, 2026.

What new restricted stock awards did Marissa Brittenham receive from Surgery Partners (SGRY)?

On March 5, 2026, Marissa Brittenham received three restricted stock awards of 17,717, 16,363, and 9,150 shares. According to the filing, one grant vests in three equal annual installments, another vests on the first anniversary, and another vests on the second anniversary of the grant date.

Why did Surgery Partners (SGRY) Chief Strategy Officer sell shares on March 6, 2026?

The filing notes Brittenham’s March 6, 2026 sale of 8,785 shares was to cover tax withholding obligations. These obligations arose from restricted stock that vested on February 28 and March 2, 2026, rather than from a discretionary open-market sale for portfolio or liquidity reasons.

How do the new Surgery Partners (SGRY) restricted stock awards vest for Marissa Brittenham?

The filing states one restricted stock award granted March 5, 2026 vests in three equal annual installments beginning on the first anniversary. A second award vests on the first anniversary of the grant date, while a third vests on the second anniversary, providing staggered equity vesting.

What is Marissa Brittenham’s ownership type in the reported Surgery Partners (SGRY) shares?

The Form 4 identifies all reported holdings and transactions as direct ownership. Each line item lists ownership as “D” for direct, with no footnotes indicating that the shares are held through separate entities, trusts, or partnerships, or that she disclaims beneficial ownership or voting power.