Surgery Partners (SGRY) strategy chief sells shares to cover tax withholding

Rhea-AI Filing Summary

Surgery Partners, Inc. Chief Strategy Officer Marissa Brittenham reported an open-market sale of 3,657 shares of common stock at $12.54 per share. According to the footnote, the shares were sold to satisfy her tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she continues to hold 94,196 shares directly, indicating she retained the vast majority of her equity position.

Insider Trade Summary

Net Seller: 3,657 shares ($45,859)

Net Sell 1 txn

Insider Brittenham Marissa

Role Chief Strategy Officer

Sold 3,657 shs ($46K)

Type	Security	Shares	Price	Value
Sale	Common Stock	3,657	$12.54	$46K

Holdings After Transaction: Common Stock — 94,196 shares (Direct)

Footnotes (1)

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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^*

Brittenham Marissa

(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 Strategy Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026

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	03/13/2026		S		3,657(1)	D	$12.54	94,196	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.

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.

FAQ

What insider transaction did Surgery Partners (SGRY) disclose for Marissa Brittenham?

Surgery Partners disclosed that Chief Strategy Officer Marissa Brittenham sold 3,657 shares of common stock at $12.54 per share. The filing notes this sale was connected to satisfying tax withholding obligations from recently vested restricted stock.

Why did Marissa Brittenham sell Surgery Partners (SGRY) shares in this Form 4?

The Form 4 states the 3,657 shares were sold to satisfy Brittenham’s tax withholding obligations arising from restricted stock vesting on March 4, 2026. This characterizes the sale as a tax-related transaction rather than a discretionary reduction of her holdings.

How many Surgery Partners (SGRY) shares does Marissa Brittenham hold after the reported sale?

Following the reported transaction, Marissa Brittenham directly holds 94,196 shares of Surgery Partners common stock. This indicates the 3,657-share sale represented only a small portion of her overall position, which remains largely intact after covering tax obligations.

Was the Surgery Partners (SGRY) insider trade an open-market sale?

Yes. The Form 4 classifies the transaction as an open-market sale of common stock at $12.54 per share. However, the footnote clarifies the primary purpose was to cover tax withholding related to the vesting of restricted stock on March 4, 2026.

What role does Marissa Brittenham hold at Surgery Partners (SGRY) in this Form 4?

The filing identifies Marissa Brittenham as Chief Strategy Officer of Surgery Partners, Inc. The reported transaction reflects her personal equity activity, specifically a sale of shares to meet tax withholding requirements tied to restricted stock vesting in March 2026.