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.
Medicare rate updates, shifting payor mixes and physician joint-venture agreements turn every Surgery Partners disclosure into a maze of acronyms and footnotes. If you have ever searched through a 300-page document just to learn which facilities drove same-store growth, you know the challenge. Stock Titan brings clarity by pairing each release with AI-powered summaries that translate reimbursement tables and regulatory language into plain English.
You will find every filing here as soon as it hits EDGAR: the Surgery Partners annual report 10-K simplified for long-term trends, each Surgery Partners quarterly earnings report 10-Q filing broken down into case-volume and payor-mix drivers, and every Surgery Partners 8-K material events explained so you see why management moved quickly. Need trading intel? Our dashboard tracks Surgery Partners insider trading Form 4 transactions and delivers Surgery Partners Form 4 insider transactions real-time. For governance questions, the Surgery Partners proxy statement executive compensation section highlights how physician leaders are paid. All documents come with concise, AI-generated key points so you can start understanding Surgery Partners SEC documents with AI instead of parsing line items yourself.
Use these insights to compare segment margins across facilities, monitor Surgery Partners executive stock transactions Form 4 before earnings, and follow guidance revisions the moment they appear. Whether you are preparing a model, monitoring covenant compliance, or simply looking for Surgery Partners earnings report filing analysis, our platform saves hours and ensures nothing slips past you.
Pentwater Capital Management LP and Matthew Halbower report beneficial ownership of 7,000,000 shares of Surgery Partners, Inc. common stock (CUSIP 86881A100), representing 5.5% of the outstanding shares based on 128,160,075 shares outstanding as of May 5, 2025. The position is held by Pentwater Funds with shared voting and dispositive power for both reporting persons and no sole voting or dispositive power reported. The filing lists the Reporting Persons' business address in Naples, Florida, and includes a certification that the shares were acquired and are held in the ordinary course of business and not with the purpose of changing or influencing control of the issuer. The statement is signed by Matthew Halbower and dated 08/14/2025.
Surgery Partners, Inc. entered into a Second Amendment to its credit agreement on August 13, 2025 that restructures its existing debt facilities. The amendment provides a new tranche of term loans totaling $1,383 million that refinances in full the prior term loans and also refinances the existing revolving credit commitments and outstanding revolving loans.
The 2025 Refinancing Term Loans mature on December 19, 2030 and the refinanced revolving loans mature on December 19, 2028. Interest will accrue at either Term SOFR + 2.50% or an alternate base rate plus 1.50%. The term loans amortize in equal quarterly installments of 0.25% of original principal beginning with the quarter ending September 30, 2025. Voluntary prepayments are permitted without penalty except a 1.00% call premium for certain repricing events within six months. The full amendment is filed as Exhibit 10.1.
Surgery Partners insider sale disclosed on Form 4. The reporting person, Patricia Anne Maryland, identified as a Director of Surgery Partners, Inc. (SGRY), reported a sale of common stock on 08/11/2025. The form lists a sale transaction (Code S) of 20,018 shares at a weighted-average price of $22.74, with 4,565 shares reported as beneficially owned following the transaction; both amounts are marked as Direct (D).
The filing shows no derivative securities reported and includes an explanation that the reported price is a weighted average; the signature block indicates the report was submitted by an attorney-in-fact. The reporting person’s address is shown c/o Surgery Partners, Inc., Brentwood, TN.
Wellington Management filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership in Surgery Partners, Inc. (SGRY). The filing shows an aggregate of 217 shares attributable to Wellington entities, with 0 shares held with sole voting or dispositive power and 217 shares held with shared voting and shared dispositive power. The 217-share position represents 0.0% of the class, and the filing states these securities are owned of record by clients of Wellington investment advisers and are held in the ordinary course of business.
The cover and Item 7 identify Wellington affiliates and investment adviser entities involved in the ownership chain. The filing is signed by Taisia Lowe, Regulatory Analyst, dated 08/12/2025, and references a reportable event date of 06/30/2025. No client is identified as holding more than 5% of the class.
Form 144 filed for proposed sale of Common Stock (symbol SGRY): The filing notifies a proposed sale of 20,018 common shares to be executed through J.P. Morgan Securities LLC with an aggregate market value of $473,226 and an approximate sale date of 08/11/2025 on NASDAQ. The form reports 128,209,410 shares outstanding.
The securities listed were acquired as stock grants on 06/01/2024 (4,192 shares), 06/08/2023 (4,030 shares), 03/16/2022 (3,331 shares) and 06/04/2021 (8,465 shares). The filing indicates Nothing to Report for securities sold in the past three months and includes the standard Rule 144 representation about material adverse information and trading-plan disclosures, though no plan adoption date is provided in the form.
Surgery Partners' Chief Financial Officer, David T. Doherty, reported a sale of common stock on 08/08/2025. The Form 4 shows 47,491 shares sold at a weighted average price of $23.39, and lists 103,377 shares held following the transaction, all shown as direct ownership.
The filing includes an explanatory note that the reported price is a weighted average and identifies Jennifer Baldock as the attorney-in-fact who signed the form on 08/08/2025. The reporting person’s address is shown as Surgery Partners' Brentwood, TN office and the form indicates the filer is an officer serving as Chief Financial Officer.
Form 144 summary for Surgery Partners, Inc. (SGRY)
This Form 144 notifies a proposed sale of 47,491 shares of common stock via UBS Financial Services Inc. on 08/08/2025 on NASDAQ. The filing reports an aggregate market value of $1,110,769 and lists total shares outstanding as 128,209,410. All listed shares were acquired via equity vesting from Surgery Partners on dated entries between 08/28/2022 and 03/02/2025. The table of vesting entries sums to the 47,491 shares to be sold. The filing indicates no securities sold in the past three months ("Nothing to Report").
Surgery Partners, Inc. (Nasdaq: SGRY) filed a Form 8-K dated 5 Aug 2025. Under Item 2.02, the Company states it has furnished—not filed—a press release (Exhibit 99.1) that outlines results for the three- and six-month periods ended 30 Jun 2025. No numerical performance data are included in the 8-K itself. The filing notes that any non-GAAP measures discussed in the release are reconciled to the most comparable GAAP figures within that exhibit. Pursuant to General Instruction B.2, the furnished information is not subject to Section 18 liability and is not incorporated by reference into other SEC filings. Exhibit 104 provides the Inline XBRL cover page tag set.
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