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.
Surgery Partners, Inc. filings document the public-company record for a healthcare services operator focused on short-stay surgical facilities. Form 8-K reports furnish quarterly and annual results, non-GAAP reconciliations, guidance updates and Regulation FD materials related to the company’s surgical facility operations.
The filing record also covers governance and capital structure. Proxy materials describe director elections, executive compensation and stockholder voting matters, while current reports disclose debt financing through Surgery Center Holdings, Inc., supplemental indentures for senior notes, leadership appointments, employment agreements and the company’s Nasdaq-listed common stock.
Surgery Partners, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 5, 2026, including electing three Class II directors, an advisory say-on-pay resolution, and ratifying Ernst & Young LLP as independent auditor for 2026.
The record date is April 8, 2026 and the meeting will be held exclusively online via webcast. The Board unanimously recommends voting FOR all three management proposals. The proxy also explains voting mechanics, broker non-votes, and the company’s classified board and independence structure.
For 2025, revenue grew 6.2% to $3.31 billion, Adjusted EBITDA rose 3.5% to $526.2 million, but the company recorded a net loss attributable to common stockholders of $77.9 million (loss per share of $0.61). Because financial results fell below incentive thresholds, no 2025 annual cash bonuses were paid to named executive officers, reinforcing the stated pay‑for‑performance philosophy.
Surgery Partners Inc filed an Amendment No. 2 to a Schedule 13G/A reporting that The Vanguard Group holds 0 shares (0%) of the company’s common stock following an internal realignment.
The filing states Vanguard will report certain subsidiaries separately in reliance on SEC Release No. 34-39538 and that those entities pursue the same strategies previously run by The Vanguard Group. The form is signed by Ashley Grim on 03/27/2026.
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. submitted a Form 144 notifying the proposed sale of 8,867 shares of its common stock by a broker/dealer arrangement. The Form also records a prior sale of 14,574 common shares on 03/06/2026 by David Doherty. The filing names UBS Financial Services Inc. as the broker.
Jason Eric Evans filed a notice under Section 144 to sell 20,400 shares of common stock of Surgery Partners, Inc. proposed on 03/04/2026 as equity vesting from his compensation. The filing also reports 11,462 shares sold during the past three months on 03/06/2026.
Surgery Partners, Inc. submitted a Form 144 notice relating to proposed sales of common stock, listing 3,657 shares tied to an equity vesting event dated 03/04/2026. The filing also records a reported sale of 8,785 shares on 03/06/2026 by Marissa Brittenham.