Welcome to our dedicated page for Surgery Partners SEC filings (Ticker: SGRY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Surgery Partners, Inc. (SGRY) SEC filings page provides access to the company’s regulatory disclosures as a Nasdaq-listed healthcare services company focused on short-stay and outpatient surgical care. Through these filings, investors can review detailed information about the business, its capital structure, governance and financial performance.
Surgery Partners’ annual reports on Form 10-K and quarterly reports on Form 10-Q describe its outpatient delivery model, the composition of its network of ambulatory surgery centers, surgical hospitals, multi-specialty physician practices and urgent care facilities, and the risks associated with operating in the healthcare sector. These reports also present audited and interim financial statements, management’s discussion and analysis, and risk factor disclosures related to reimbursement, regulation, physician relationships, supply chain, cybersecurity and indebtedness.
Current reports on Form 8-K highlight material events such as debt issuances, credit agreement amendments, earnings releases and leadership changes. For example, recent 8-K filings describe the issuance of additional 7.250% senior notes due 2032 by subsidiary Surgery Center Holdings, Inc., the execution of a second amendment to the company’s credit agreement establishing refinancing term loans and revolving credit commitments, and the announcement of quarterly financial results. Other 8-Ks report board and executive transitions, including resignations, appointments and related employment agreements.
Filings related to capital markets activity, such as indentures for senior notes and amendments to credit facilities, provide insight into interest rates, maturities, guarantees and covenants that shape Surgery Partners’ financial obligations. These documents are important for understanding leverage, refinancing plans and the structure of obligations at the operating subsidiary level.
On this page, AI-powered tools can help summarize lengthy filings, highlight key terms in debt agreements, and clarify the implications of earnings releases and non-GAAP measures like Adjusted EBITDA. Investors can use these summaries to quickly identify items such as revenue trends, same-facility performance, liquidity metrics, leverage ratios and governance changes, while still having direct access to the full text of Forms 10-K, 10-Q, 8-K and related exhibits filed with the SEC.
Surgery Partners, Inc. filing reports proposed and recent sales of common stock by an affiliate under Form 144.
The notice lists proposed dispositions tied to equity vesting dated 02/28/2026 and reports shares sold by William T. Webb: 1,794 shares on 03/05/2026 and 272 shares on 03/06/2026.
Surgery Partners, Inc. reports proposed sales of its common stock tied to recent equity vesting, including 5,798 shares noted with an 03/02/2026 vesting date. The filing also records a 3/6/2026 sale of 10,082 shares by Jennifer Baldock.
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. director Dean Lloyd H filed an initial Form 3 reporting his beneficial ownership in the company. The filing shows that, as of February 26, 2026, he reported 0 shares of Surgery Partners common stock held directly.