STOCK TITAN

Director Laura Forese awarded 11,670 Surgery Partners (SGRY) shares as equity grant

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Forese Laura L reported acquisition or exercise transactions in this Form 4 filing.

Surgery Partners, Inc. director Laura L. Forese reported an award of 11,670 shares of common stock at a reference price of $13.71 per share. These shares will vest on June 5, 2027, indicating they are compensation-related rather than an open-market purchase. After this grant, her directly held position reported in this filing is 18,531 shares.

Positive

  • None.

Negative

  • None.
Insider Forese Laura L
Role null
Type Security Shares Price Value
Grant/Award Common Stock 11,670 $13.71 $160K
Holdings After Transaction: Common Stock — 18,531 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Equity grant size 11,670 shares Common stock award to director on June 5, 2026
Grant reference price $13.71 per share Price per share reported for the 11,670-share award
Post-transaction holdings 18,531 shares Direct common stock holdings after the grant
Vesting date June 5, 2027 Vest date for the 11,670-share equity award
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
Common Stock financial
"security_title: Common Stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
vesting financial
"Shares will vest on June 5, 2027."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
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SEC Form 4
FORM 4UNITED 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*
Forese Laura L

(Last)(First)(Middle)
340 SEVEN SPRINGS WAY, SUITE 600

(Street)
BRENTWOOD TENNESSEE 37027

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Surgery Partners, Inc. [ SGRY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock06/05/2026A11,670(1)A$13.7118,531D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares will vest on June 5, 2027.
Remarks:
/s/ Jennifer Baldock, Attorney-in-Fact06/09/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Surgery Partners (SGRY) report for Laura L. Forese?

Surgery Partners reported that director Laura L. Forese received an award of 11,670 shares of common stock. The transaction is coded as a grant or other acquisition, reflecting stock-based compensation rather than an open-market trade, and increases her reported direct holdings to 18,531 shares.

Was the Surgery Partners (SGRY) insider transaction a stock purchase or a compensation grant?

The transaction was a compensation-related grant, not an open-market purchase. It is coded as “A” for grant, award, or other acquisition, with 11,670 common shares awarded to director Laura L. Forese at a reference price of $13.71 per share under the company’s equity program.

When will Laura L. Forese’s new Surgery Partners (SGRY) shares vest?

The granted shares will vest on June 5, 2027. This delayed vesting date means the award functions as long-term equity compensation, aligning director incentives with Surgery Partners’ future performance over a multi-year period, rather than an immediately transferable share position.

How many Surgery Partners (SGRY) shares does Laura L. Forese hold after this Form 4 filing?

Following the reported award, Laura L. Forese is shown as directly owning 18,531 shares of Surgery Partners common stock. This figure includes the newly granted 11,670 shares, which are subject to vesting on June 5, 2027, as disclosed in the accompanying footnote.

Does the Surgery Partners (SGRY) Form 4 indicate any insider share sales?

The Form 4 does not report any insider share sales. It shows one acquisition transaction, coded as a grant or award, in which director Laura L. Forese received 11,670 common shares as equity compensation, with no corresponding disposition or sale transactions listed.