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. (SGRY) Form 144 notice reports a proposed sale of 25,000 common shares through UBS Financial Services on NASDAQ, with an aggregate market value of $560,250 and approximately 128,209,410 shares outstanding. The filing shows the shares were acquired and exercised as equity compensation on 09/03/2025 and are scheduled for sale the same day via an equity option exercise. The filer also disclosed four recent sales by the same person totaling 161,865 shares with gross proceeds shown for each transaction. The notice includes the filer’s certification that no undisclosed material adverse information is known.
Surgery Partners, Inc. insider sale notice (Form 144) reports that 25,000 shares of common stock will be offered for sale through UBS Financial Services with an aggregate market value of $562,000, representing a small fraction of the company's ~128.2 million shares outstanding. The shares were acquired and the sale was effected on 09/02/2025 through equity option exercise. Recent related transactions by the same person, Wayne DeVeydt, show sales of 100,000, 25,000 and 11,865 shares on 08/21/2025, 08/26/2025 and 08/27/2025, generating gross proceeds of $2,299,011; $572,717; and $271,756 respectively. The filer affirms no undisclosed material adverse information.
Form 144 filed for Surgery Partners, Inc. (SGRY) proposing the sale of 11,865 common shares through UBS Financial Services on 08/27/2025. The shares were acquired on 08/27/2025 as equity compensation via an option exercise from Surgery Partners, Inc. The filing reports the issuer has 128,209,410 shares outstanding and lists the planned sale’s aggregate market value as $271,755. The notice also discloses prior dispositions by the same person in the past three months: 25,000 shares sold on 08/26/2025 for $535,339 and 100,000 shares sold on 08/21/2025 for $2,299,011. The filer represents no undisclosed material adverse information is known.
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.