Surgery Partners CFO sells shares for tax withholding

Surgery Partners, Inc. Chief Financial Officer David T. Doherty reported an open-market sale of 8,867 shares of common stock at a weighted average price of $12.50 per share.

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Financial Officer David T. Doherty reported an open-market sale of 8,867 shares of common stock at a weighted average price of $12.50 per share. According to the disclosure, the shares were sold to satisfy his tax withholding obligations related to restricted stock that vested on March 4, 2026.

After this transaction, Doherty directly holds 221,679 shares of Surgery Partners common stock, indicating he retains a substantial equity position in the company following the tax-related sale.

Insider Trade Summary

Net Seller: 8,867 shares

Net Sell 1 txn

Insider Doherty David T

Role Chief Financial Officer

Sold 8,867 shs ($111K)

Type	Security	Shares	Price	Value
Sale	Common Stock	8,867	$12.50	$111K

Holdings After Transaction: Common Stock — 221,679 shares (Direct)

Footnotes (2)

1. F1. Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.
2. F2. 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.

FAQ

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

What insider transaction did Surgery Partners (SGRY) CFO David T. Doherty report?

David T. Doherty reported selling 8,867 shares of Surgery Partners common stock. The sale was disclosed as an open-market transaction and was undertaken to cover tax withholding obligations tied to the vesting of restricted stock on March 4, 2026.

At what price did the Surgery Partners CFO sell shares in the latest Form 4 filing?

The CFO reported selling shares at a weighted average price of $12.50 per share. The filing notes that this is an average, and Doherty can provide full details of the number of shares sold at each separate price upon request to relevant parties.

Why did Surgery Partners CFO David T. Doherty sell shares according to the Form 4?

The shares were sold to satisfy Doherty’s tax withholding obligations from restricted stock vesting. This indicates the transaction is linked to equity compensation rather than a standalone discretionary sale, as the sale covered taxes triggered by vesting on March 4, 2026.

How many Surgery Partners shares does the CFO hold after the reported sale?

Following the sale, David T. Doherty directly holds 221,679 shares of Surgery Partners common stock. This post-transaction figure shows he maintains a significant ownership stake even after disposing of 8,867 shares to cover tax obligations from restricted stock vesting.

Does the Surgery Partners Form 4 mention how share sale prices were calculated?

Yes. The filing states the reported $12.50 price is a weighted average. Doherty undertakes to provide full information on the number of shares sold at each individual price to the company, its security holders, or SEC staff upon request.

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

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Accepted by SEC EDGAR 03/16/2026 - 04:07 PM EDT Learn about SEC filing dates

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^*

Doherty David T

(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 Financial 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		8,867(1)	D	$12.5(2)	221,679	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.