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. 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.
Surgery Partners, Inc. filed a Rule 144 notice to sell 14,574 common shares, listed as equity vesting transactions on 02/28/2026 (2,939 shares) and 03/02/2026 (11,635 shares).
Shares outstanding were 129,419,836 as of 03/06/2026, as shown in the excerpt.
Surgery Partners, Inc. notice of proposed sale of 272 common shares under equity compensation, dated 03/02/2026, with UBS Financial Services Inc. listed as the broker.
The filing also reports a prior sale of 1,794 common shares on 03/05/2026 by William T. Webb.
UBS Financial Services Inc filed a Form 144 notice for proposed sales of common stock of Surgery Partners, Inc. (SGRY). The filing lists equity-vesting related shares: 5,291 shares vested 02/28/2026 and 6,171 shares vested 03/02/2026. The filing date shown is 03/06/2026 and the listing venue is NASDAQ.
Surgery Partners, Inc. disclosure: a Form 144 notice lists 8,785 shares of common stock for sale on 03/06/2026 in connection with equity vesting. The filing shows two vesting entries: 1,738 shares (02/28/2026) and 7,047 shares (03/02/2026).
Surgery Partners, Inc. filed a Form 144 disclosing proposed sales of vested common shares by an affiliate/broker. The excerpt lists 1,039 shares vesting on 02/28/2026 and 6,697 shares vesting on 03/02/2026.
Transactions are presented as equity compensation vesting and proposed resale under Form 144.
Surgery Partners, Inc. filed a Form 144 notifying an intended sale of common stock, including 2,117 and 7,965 shares that vested on 02/28/2026. The filing lists UBS Financial Services Inc. as the broker on Nasdaq transactions.