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.
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.
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.