Every Form 4 that Surgery Partners, Inc. (SGRY) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow SGRY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SGRY filings page.
Surgery Partners, Inc. (SGRY) director Teresa DeLuca reported an amended insider purchase of 11,250 shares of common stock on August 18, 2026 at a weighted average price of $14.33 per share. Following this transaction, she beneficially owns 68,093 shares directly. The amendment corrects an earlier Form 4 that had understated both the shares purchased and the price per share.
Surgery Partners, Inc. (SGRY) director Teresa DeLuca reported an open-market purchase of company stock. On 2026-08-18 she purchased 10,000 shares of common stock at a weighted average price of $14.35 per share, and now directly holds 66,843 shares of Surgery Partners common stock.
HENDRIX BLAIR E reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Blair E. Hendrix received a grant of 34,364 restricted stock awards of common stock on June 18, 2026 at $14.55 per share. These RSAs vest in three equal annual installments starting one year after the grant. After this award, Hendrix directly holds 52,895 shares of common stock.
HENDRIX BLAIR E reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director and ten percent owner Blair E. Hendrix received a grant of 11,670 shares of common stock on June 5, 2026 at a reference price of $13.71 per share. These shares will vest on June 5, 2027, indicating a time-based equity award rather than an immediate cash transaction.
After this award, Hendrix beneficially owns 18,531 shares of common stock directly. The filing also notes that shares previously reported as indirectly owned through Bain Capital Investors, LLC are no longer included in the total beneficially owned amount following this transaction, so the reported holdings now reflect only the direct position.
Deane John A reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director John A. Deane received a grant of 11,670 shares of Common Stock, valued at $13.71 per share, as equity compensation. These shares are scheduled to vest on June 5, 2027. Following this award, he directly holds 45,922 shares.
Forese Laura L reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Laura L. Forese reported an award of 11,670 shares of common stock at a reference price of $13.71 per share. These shares will vest on June 5, 2027, indicating they are compensation-related rather than an open-market purchase. After this grant, her directly held position reported in this filing is 18,531 shares.
ADLERZ CLIFFORD G reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Clifford G. Adlerz reported an equity award of common stock under the company’s compensation program. He received 11,670 shares of common stock at a reference price of $13.71 per share as a grant, not an open-market purchase. Following this award, his directly held stake increased to 69,104 shares of Surgery Partners common stock. The granted shares are subject to vesting and will fully vest on June 5, 2027.
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.
Surgery Partners, Inc. director Teresa DeLuca reported an acquisition of company common stock through an equity grant. On June 5, 2026, she received 11,670 shares of common stock at a reference price of $13.71 per share as a grant or award, not an open-market purchase. Following this grant, her directly held position increased to 56,843 shares of Surgery Partners common stock. According to a footnote, these granted shares are scheduled to vest on June 5, 2027, meaning they become fully earned over time rather than immediately.
TURNER BRENT reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Brent Turner reported receiving a grant of 11,670 shares of Common Stock at $13.71 per share. This is a compensation-related share award rather than an open-market purchase. Following the grant, he directly holds 86,594 shares. The granted shares are scheduled to vest on June 5, 2027.
Surgery Partners, Inc. reported that Chief Human Resources Officer Danielle Burkhalter sold 3,469 shares of common stock on March 13, 2026 at an average price of $12.83 per share. According to the filing, the shares were sold to cover tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she directly holds 76,864 shares of Surgery Partners common stock.
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.
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.
Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported an open-market sale of 20,400 shares of common stock at a weighted average price of $12.47 per share. According to the footnotes, these shares were sold solely to satisfy his tax withholding obligations related to restricted stock vesting on March 4, 2026, rather than as a discretionary reduction of his investment. After this transaction, he continues to hold 920,386 shares of common stock directly.
Surgery Partners, Inc. reported that Chief Admin & Dev Officer Jennifer Baldock sold 5,798 shares of common stock at a weighted average price of $13.17 per share. The sale was made to satisfy her tax withholding obligations tied to restricted stock that vested on March 4, 2026.
After this transaction, Baldock directly holds 326,474 shares of Surgery Partners common stock. The sale represents a small portion of her overall holdings and reflects a tax-related disposition rather than a discretionary change in her investment position.
Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported a mix of stock grants and a small share sale. On March 5, 2026, he acquired 141,743 restricted stock awards at $14.11 per share that vest in three equal annual installments, and 136,363 restricted stock awards at $14.11 per share that vest after one year.
On March 6, 2026, he sold 11,462 shares of common stock in an open-market transaction at a weighted average price of $13.79 per share to satisfy tax withholding obligations related to recent restricted stock vesting. Following these transactions, he directly owned 662,680 shares of common stock.
Surgery Partners, Inc. Chief Financial Officer David T. Doherty reported a mix of stock sales and awards. On March 6, 2026, he sold 14,574 common shares at a weighted average price of $13.84 to cover tax withholding from recently vested restricted stock.
On March 5, 2026, he received three restricted stock awards totaling 141,743 shares at $14.11 per share. One grant vests in three equal annual installments starting one year after the grant date, while two additional grants vest on the first and second anniversaries, respectively.
After these transactions, Doherty directly held 88,803 common shares, reflecting the net effect of the tax-related sale following the vesting events.
Surgery Partners, Inc. chief admin & development officer Jennifer Baldock reported multiple equity transactions in company common stock. On March 5, 2026, she received several restricted stock awards totaling 106,307 shares at $14.11 per share, with tranches vesting over one to three years. On March 6, 2026, she sold 10,082 shares at $13.70 solely to cover tax withholding from recent vesting, and directly held 332,272 shares afterward.
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.
Surgery Partners, Inc. American Group President William Trenton Webb reported a mix of stock sales and stock awards. He sold 272 common shares at $13.93 on March 6, 2026 and 1,794 shares at $13.86 on March 5, 2026 to satisfy tax withholding obligations related to vesting restricted stock.
Following these sales, he directly owned 74,249 common shares. Webb also received restricted stock awards on March 5, 2026, including 20,454 shares vesting on the first anniversary of the grant date and 11,438 shares vesting on the second anniversary.
Surgery Partners, Inc. Chief Strategy Officer Marissa Brittenham reported both a sale and new stock awards. On March 6, 2026, she sold 8,785 shares of common stock at $13.70 per share to cover tax withholding from recent restricted stock vesting. On March 5, 2026, she received three restricted stock awards of 17,717 shares, 16,363 shares, and 9,150 shares, which vest over one to three years from the grant date.
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.
Surgery Partners, Inc. reported an equity award for executive Justin Robert Oppenheimer, who serves as COO & National Group President. On January 13, 2026, he received 77,736 shares of common stock as a restricted stock award at a reference price of $16.08 per share. These restricted stock awards vest in a single installment on the first anniversary of the grant date, meaning all shares are scheduled to vest together after one year.
Following this grant, Oppenheimer is shown as beneficially owning 77,736 shares of Surgery Partners common stock with direct ownership. The filing reflects a compensation-related equity grant rather than an open-market purchase or sale.