Surgery Partners director granted 11,670 shares

Dean Lloyd H reported acquisition or exercise transactions in this Form 4 filing.

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Form Type

Rhea-AI Filing Summary

Dean Lloyd H reported acquisition or exercise transactions in this Form 4 filing.

Surgery Partners, Inc. director Dean Lloyd H received a grant of 11,670 shares of Common Stock as equity compensation. The award was recorded at $13.71 per share and is held directly. These shares are scheduled to vest on June 5, 2027, and his reported direct holdings after the grant are 11,670 shares.

Insider Trade Summary

Grant/Award: 11,670 shares

Grant/Award 1 txn

Insider Dean Lloyd H

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	11,670	$13.71	$160K

Holdings After Transaction: Common Stock — 11,670 shares (Direct)

Footnotes (1)

F1. Shares will vest on June 5, 2027.

Key Figures

Share grant size: 11,670 shares Grant price per share: $13.71 per share Shares held after grant: 11,670 shares +1 more

4 metrics

Share grant size 11,670 shares Equity award of Common Stock to director Dean Lloyd H

Grant price per share $13.71 per share Recorded transaction price for the equity award

Shares held after grant 11,670 shares Total direct Common Stock holdings following the transaction

Vesting date June 5, 2027 Date when the granted shares are scheduled to vest

Key Terms

Grant, award, or other acquisition, Common Stock, vest, Form 4

4 terms

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.

vest financial

"Shares will vest on June 5, 2027."

A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those 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.

FAQ

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

What insider transaction did Surgery Partners (SGRY) report for Dean Lloyd H?

Surgery Partners reported that director Dean Lloyd H received a grant of 11,670 shares of Common Stock as equity compensation. The shares were recorded at $13.71 per share and are held directly after this Form 4 transaction.

Was the Surgery Partners (SGRY) Form 4 transaction an open-market purchase?

No, the Form 4 shows a grant classified as a “Grant, award, or other acquisition,” not an open-market purchase. The 11,670 shares were awarded as compensation rather than bought on the open market by the director.

How many Surgery Partners (SGRY) shares did Dean Lloyd H receive and at what price?

Dean Lloyd H received 11,670 shares of Surgery Partners Common Stock. The Form 4 reports a transaction price of $13.71 per share for this equity award, reflecting the value used for recording the grant on the transaction date.

When do the granted Surgery Partners (SGRY) shares vest for Dean Lloyd H?

The footnote explains that the 11,670-share award will vest on June 5, 2027. Vesting means the director’s right to the shares becomes non-forfeitable on that date, assuming any applicable service conditions are satisfied.

What are Dean Lloyd H’s Surgery Partners (SGRY) holdings after this Form 4 grant?

After the reported grant, the Form 4 lists Dean Lloyd H as directly holding 11,670 shares of Surgery Partners Common Stock. This figure reflects his direct ownership immediately following the equity award transaction reported in the filing.

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

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Accepted by SEC EDGAR 06/09/2026 - 04:27 PM EDT

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^*

Dean Lloyd H

(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)

X	Director	10% 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)

X	Form 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)
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	06/05/2026		A		11,670⁽¹⁾	A	$13.71	11,670	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 will vest on June 5, 2027.

Remarks:

	/s/ Jennifer Baldock, Attorney-in-Fact	06/09/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR