Surgery Partners (SGRY) CEO sells shares to cover tax on RSU vesting

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported an open-market sale of 20,400 shares of common stock at a weighted average price of $12.47 per share. According to the footnotes, these shares were sold solely to satisfy his tax withholding obligations related to restricted stock vesting on March 4, 2026, rather than as a discretionary reduction of his investment. After this transaction, he continues to hold 920,386 shares of common stock directly.

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^*

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)
03/16/2026

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	03/16/2026		S		20,400(1)	D	$12.47(2)	920,386	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.

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.

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).
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 insider transaction did SGRY CEO Jason Eric Evans report?

Jason Eric Evans reported selling 20,400 shares of Surgery Partners common stock. The transaction was an open-market sale at a weighted average price of $12.47 per share, disclosed in a Form 4 insider trading report.

Why did the SGRY CEO sell 20,400 shares of stock?

The 20,400 shares were sold to cover Jason Eric Evans’ tax withholding obligations. This tax liability arose from the vesting of restricted stock on March 4, 2026, making the sale primarily a tax-related transaction rather than a discretionary portfolio move.

How many SGRY shares does the CEO hold after this Form 4 transaction?

After the reported sale, Jason Eric Evans directly holds 920,386 shares of Surgery Partners common stock. This remaining position shows he continues to maintain a substantial equity stake in the company following the tax-related share sale.

At what price were the SGRY shares sold by the CEO?

The shares were sold at a weighted average price of $12.47 per share. The filing notes that individual sale prices may differ, and full price breakdowns are available upon request to the company, shareholders, or SEC staff.

Does the SGRY CEO’s Form 4 sale indicate a change in control or ownership?

The filing does not indicate any change in control. It shows a sale of 20,400 shares for tax withholding, with the CEO still directly owning 920,386 shares of common stock after the transaction.

Was the SGRY CEO’s share sale part of a compensation event?

Yes. The sale was linked to a compensation event, specifically the vesting of restricted stock on March 4, 2026. Shares were sold to satisfy tax withholding obligations triggered by that vesting.