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Surgery Partners (SGRY) CHRO gets 43,230 RSAs and sells shares for taxes

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

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Human Resources Officer Danielle Burkhalter reported equity compensation grants and a related share sale. On March 5, 2026, she acquired three restricted stock awards totaling 43,230 common shares at $14.11 per share, with tranches vesting over one to three years from the grant date. On March 6, 2026, she sold 7,736 common shares at a weighted average price of $13.60 to satisfy tax withholding obligations tied to restricted stock that vested on February 28, 2026 and March 2, 2026. Following these transactions, she directly owned 37,103 common shares of Surgery Partners.

Positive

  • None.

Negative

  • None.
Insider Burkhalter Danielle
Role Chief Human Resources Officer
Sold 7,736 shs ($105K)
Type Security Shares Price Value
Sale Common Stock 7,736 $13.60 $105K
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 — 37,103 shares (Direct)
Footnotes (1)
  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. 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. 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 →
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*
Burkhalter Danielle
(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 Human Resources 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)
Code V Amount (A) or (D) Price
Common Stock 03/06/2026 S 7,736(1) D $13.6(2) 37,103 D
Common Stock 03/05/2026 A 17,717(3) A $14.11 54,820 D
Common Stock 03/05/2026 A 16,363(4) A $14.11 71,183 D
Common Stock 03/05/2026 A 9,150(5) A $14.11 80,333 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 February 28, 2026 and March 2, 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.
3. 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.
4. 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.
5. 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 Danielle Burkhalter?

Surgery Partners reported that Chief Human Resources Officer Danielle Burkhalter received multiple restricted stock awards on March 5, 2026 and executed a tax-related sale of common shares on March 6, 2026, all in the company’s common stock.

How many Surgery Partners (SGRY) shares did the CHRO acquire in the Form 4 filing?

On March 5, 2026, the CHRO acquired 43,230 restricted common shares through three separate restricted stock awards. These awards were granted at $14.11 per share and feature vesting schedules over one and three years from the March 5, 2026 grant date.

Why did Surgery Partners (SGRY) CHRO sell 7,736 shares on March 6, 2026?

The CHRO sold 7,736 common shares at a weighted average price of $13.60 on March 6, 2026 to satisfy tax withholding obligations arising from restricted stock that vested on February 28, 2026 and March 2, 2026.

What are the vesting terms of the new Surgery Partners (SGRY) restricted stock awards?

The Form 4 notes that certain restricted stock awards vest in three equal annual installments beginning one year after the March 5, 2026 grant date, while others vest entirely on the first or second anniversary of that grant date.

How many Surgery Partners (SGRY) shares does the CHRO hold after these transactions?

After the March 5 grants and the March 6 tax-related sale, the CHRO directly owned 37,103 common shares of Surgery Partners. This post-transaction holding reflects the net position following both the restricted stock awards and the subsequent share sale.

Was the March 6, 2026 Surgery Partners (SGRY) share sale an open-market disposition?

The March 6, 2026 transaction is coded as an open-market sale, but footnotes clarify it was conducted to cover tax withholding obligations related to recently vested restricted stock, rather than as a discretionary portfolio sale by the executive.