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.
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.
Schedule 13G/A (Amendment No. 2) – Surgery Partners, Inc. (SGRY)
Janus Henderson Group plc ("JHG") filed an amended Schedule 13G on 06/30/2025 reporting its beneficial ownership of Surgery Partners common stock. The filing, signed 07/07/2025, shows JHG and its investment-adviser subsidiaries collectively hold 12,954,916 shares, representing 10.1 % of the outstanding class. All voting and dispositive authority over these shares is reported as shared; JHG claims no sole power.
The Janus Henderson Contrarian Fund, a Massachusetts-organized investment vehicle within the JHG complex, is listed separately with 11,678,754 shares, or 9.1 % of the class, also entirely under shared voting and dispositive power.
- Reporting persons: Janus Henderson Group plc; Janus Henderson Contrarian Fund
- Total beneficial ownership (JHG): 12.95 million shares
- Ownership percentage: 10.1 %
- Event date: 06/30/2025
- Certification: Shares acquired & held in the ordinary course; no intent to influence control
Crossing the 10 % threshold makes JHG one of SGRY’s largest passive institutional shareholders and subjects it to ongoing reporting under Section 13(d). The filing contains no indication of activist intentions or transactions beyond the reported holdings.