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. 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.
Surgery Partners, Inc. reported proposed dispositions related to equity compensation: 3,469 shares of common stock tied to an equity vesting event dated 03/04/2026. The filing also shows a prior sale of 7,736 common shares by Danielle Burkhalter on 03/06/2026.
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.