STOCK TITAN

Surgery Partners (SGRY) COO receives 42,523 restricted stock awards

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Oppenheimer Justin Robert reported acquisition or exercise transactions in this Form 4 filing.

Surgery Partners, Inc. executive Justin Robert Oppenheimer, the COO & National Group President, received a grant of 42,523 shares of common stock as restricted stock awards on March 5, 2026 at $14.11 per share.

The restricted stock awards vest in three equal annual installments beginning on the first anniversary of the grant date. Following this award, Oppenheimer directly holds 120,259 shares of Surgery Partners common stock.

Positive

  • None.

Negative

  • None.
Insider Oppenheimer Justin Robert
Role COO & National Group President
Type Security Shares Price Value
Grant/Award Common Stock 42,523 $14.11 $600K
Holdings After Transaction: Common Stock — 120,259 shares (Direct)
Footnotes (1)
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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*
Oppenheimer Justin Robert

(Last) (First) (Middle)
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)
COO & National Group President
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 03/05/2026 A 42,523(1) A $14.11 120,259 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. 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.
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.

FAQ

What insider transaction did Surgery Partners (SGRY) report for Justin Robert Oppenheimer?

Surgery Partners reported that COO & National Group President Justin Robert Oppenheimer received a grant of 42,523 restricted shares of common stock on March 5, 2026. This was an equity award, not an open-market stock purchase or sale.

How many Surgery Partners (SGRY) shares were granted to Justin Robert Oppenheimer?

Justin Robert Oppenheimer was granted 42,523 shares of Surgery Partners common stock as restricted stock awards. These shares were awarded at a reference price of $14.11 per share and are subject to a multi-year vesting schedule tied to the grant date.

What is the vesting schedule for Justin Robert Oppenheimer’s restricted stock in Surgery Partners (SGRY)?

The restricted stock awards vest in three equal annual installments, starting on the first anniversary of the March 5, 2026 grant date. This means one-third of the awarded shares becomes vested each year over a three-year period, assuming continued eligibility.

Did Justin Robert Oppenheimer buy or sell Surgery Partners (SGRY) shares in this Form 4 filing?

The filing shows an acquisition through a grant or award, coded as an "A" transaction. It represents restricted stock awards given to Justin Robert Oppenheimer, rather than an open-market purchase or sale of Surgery Partners shares by the executive.

How many Surgery Partners (SGRY) shares does Justin Robert Oppenheimer own after this grant?

After the March 5, 2026 restricted stock grant, Justin Robert Oppenheimer directly holds 120,259 shares of Surgery Partners common stock. This figure includes the newly granted restricted shares, which will vest over three years from the grant date.

What role does Justin Robert Oppenheimer hold at Surgery Partners (SGRY) in this Form 4?

In this Form 4, Justin Robert Oppenheimer is identified as an officer of Surgery Partners, serving as COO & National Group President. The reported transaction reflects equity compensation associated with his executive role at the company.