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.
Rule 144 notice filed for Surgery Partners, Inc. (SGRY) reporting a proposed sale of 25,000 common shares via UBS Financial Services on 08/26/2025 at an aggregate market value of $572,500. The shares were acquired on 08/26/2025 through an equity option exercise from Surgery Partners, Inc. The filer also disclosed a prior sale by Wayne DeVeydt of 100,000 common shares on 08/21/2025 for gross proceeds of $2,299,011. The notice includes the required representation that the seller is not aware of any undisclosed material adverse information about the issuer.
Surgery Partners (SGRY) filed a Form 144 reporting a proposed sale of 100,000 common shares through UBS Financial Services on the NASDAQ approximately on 08/21/2025. The shares were acquired on 08/20/2025 via equity compensation from Surgery Partners, Inc., with an indicated aggregate market value of $2,299,020.90 based on 128,209,410 shares outstanding. The filer reports no securities sold in the past three months and includes the standard representation that they are not aware of any undisclosed material adverse information. The notice also references compliance considerations for trading plans and Rule 10b5-1.
Surgery Partners, Inc. (SGRY) filing amends a previously filed Form 4 to correct an inadvertent error about a reported disposition of common stock. The reporting person, Patricia Anne Maryland, identified as a director, had a transaction date listed as 08/11/2025. The amended record shows a sale code was previously reported in error and clarifies that the number of shares beneficially owned following the reported transaction is 24,583 held directly. The amendment was signed by an attorney-in-fact on 08/13/2025. No exercise or derivative transactions are reported and no price or proceeds are recorded in this amendment.
Form 4 summary: Teresa DeLuca, identified as a director of Surgery Partners, Inc. (SGRY), reported a sale of 20,018 shares of the issuer's common stock on 08/11/2025 at a weighted average price of $22.74 per share. After the reported sale, the filing shows 45,173 shares beneficially owned. The sale was reported on a Form 4 and signed by an attorney-in-fact.
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.