Surgery Partners, Inc.
SGRY- Exchange
- Nasdaq
- Industry
- Services-General Medical & Surgical Hospitals, NEC
- SEC CIK
- 0001638833
In the last 90 days, Surgery Partners, Inc. insiders filed 1 open-market purchase and 0 sales; 187 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Oaktree Capital is the only superinvestor holding it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Surgery Partners, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 1 filing
- 1 insider, $161.2K in total
- Open-market sells
- 0 filings
- Insiders trading
- 1
- Net value
- +$161.2K
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Surgery Partners, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| DeLuca Teresa | Director | 68,093 | Aug 20, 2026 | 2 |
| Hendrix Blair E | Director | 52,895 | Jul 14, 2026 | 2 |
| Turner Brent | Director | 86,594 | Jun 9, 2026 | 1 |
| Adlerz Clifford G | Director | 69,104 | Jun 9, 2026 | 1 |
| Dean Lloyd H | Director | 11,670 | Jun 9, 2026 | 1 |
| Forese Laura L | Director | 18,531 | Jun 9, 2026 | 1 |
| Deane John A | Director | 45,922 | Jun 9, 2026 | 1 |
| Baldock Jennifer | Chief Admin & Dev Officer | 326,474 | Mar 16, 2026 | 2 |
| Evans Jason Eric | Chief Executive Officer | 920,386 | Mar 16, 2026 | 2 |
| Brittenham Marissa | Chief Strategy Officer | 94,196 | Mar 16, 2026 | 2 |
| Doherty David T | Chief Financial Officer | 221,679 | Mar 16, 2026 | 2 |
| Burkhalter Danielle | Chief Human Resources Officer | 76,864 | Mar 16, 2026 | 2 |
| Webb William Trenton | American Group President | 104,347 | Mar 9, 2026 | 1 |
| Oppenheimer Justin Robert | COO & National Group President | 120,259 | Mar 9, 2026 | 2 |
| Bane Harrison R. | National Group President | 117,181 | Sep 8, 2025 | 0 |
| Maryland Patricia Anne | Director | 24,583 | Aug 15, 2025 | 0 |
| DeVeydt Wayne S | Exec Chairman of the Board | 105,203 | Mar 25, 2025 | 0 |
| Owens Bradley R. | National Group President | 72,338 | Jun 3, 2024 | 0 |
| Taparo Anthony | Chief Growth Officer | 102,321 | Mar 13, 2024 | 0 |
| Bain Capital Investors LLC | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole Holdings LP | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole GP LLC | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole Holdings IV, L.P. | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole GP II LLC | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole Holdings III, L.P. | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole Holdings II Intermediate LP | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| BCPE Seminole GP III LLC | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| O'Reilly T. Devin | Director, 10% Owner | 0 | Dec 21, 2023 | 0 |
| Kaplan Andrew T. | Director, 10% Owner | 49,946,972Indirect | Dec 21, 2023 | 0 |
| Bain Capital Fund XI, L.P. | Director, 10% Owner | 58,248,249Indirect | Nov 23, 2022 | 0 |
| Bain Capital Partners XI, L.P. | Director, 10% Owner | 58,248,249Indirect | Nov 23, 2022 | 0 |
| Brocklehurst Laura L. | Chief Human Resources Officer | 41,424 | Nov 14, 2022 | 0 |
| Goodwin George | American Group President | 27,806 | Jun 8, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 (view filing)6:10 PM ET | Aug 18 | 2 days | DeLuca TeresaDirector | PPurchase | +11.3K | $14.33 | +$161.2K | +19.8%68.1K after | Amended |
| Mar 16, 2026 (view filing) | Mar 13 | 3 days | Burkhalter DanielleChief Human Resources Officer | SSale | −3.47K | $12.83 | −$44.5K | −4.3%76.9K after | |
| Mar 16, 2026 (view filing) | Mar 13 | 3 days | Brittenham MarissaChief Strategy Officer | SSale | −3.66K | $12.54 | −$45.9K | −3.7%94.2K after | |
| Mar 16, 2026 (view filing) | Mar 16 | Same day | Doherty David TChief Financial Officer | SSale | −8.87K | $12.50 | −$110.8K | −3.8%221.7K after | |
| Mar 16, 2026 (view filing) | Mar 16 | Same day | Evans Jason EricChief Executive Officer | SSale | −20.4K | $12.47 | −$254.4K | −2.2%920.4K after | |
| Mar 16, 2026 (view filing) | Mar 12 | 4 days | Baldock JenniferChief Admin & Dev Officer | SSale | −5.80K | $13.17 | −$76.4K | −1.7%326.5K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Evans Jason EricChief Executive Officer | SSale | −11.5K | $13.79 | −$158.1K | −1.7%662.7K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Doherty David TChief Financial Officer | SSale | −14.6K | $13.84 | −$201.7K | −14.1%88.8K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Baldock JenniferChief Admin & Dev Officer | SSale | −10.1K | $13.70 | −$138.1K | −2.9%332.3K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Burkhalter DanielleChief Human Resources Officer | SSale | −7.74K | $13.60 | −$105.2K | −17.3%37.1K after | |
| Mar 9, 2026 (view filing) | Mar 5-6 | 4 days | Webb William TrentonAmerican Group President | SSale | −2.07K | $13.87 | −$28.7K | −2.8%72.5K after | 2 lots |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Brittenham MarissaChief Strategy Officer | SSale | −8.79K | $13.70 | −$120.4K | −13.9%54.6K after | |
| Sep 8, 2025 (view filing) | Sep 4 | 4 days | Bane Harrison R.National Group President | SSale | −9.34K | $22.48 | −$209.9K | −7.4%117.2K after | 2 lots |
| Aug 15, 2025 (view filing) | Aug 11 | 4 days | Maryland Patricia AnneDirector | SSale | 0 | – | $0 | 0.0%24.6K after | Amended |
| Aug 15, 2025 (view filing) | Aug 11 | 4 daysLate | DeLuca TeresaDirector | SSale | −20.0K | $22.74 | −$455.2K | −30.7%45.2K after | |
| Aug 8, 2025 (view filing) | Aug 8 | Same day | Doherty David TChief Financial Officer | SSale | −47.5K | $23.39 | −$1.11M | −31.5%103.4K after | |
| Mar 17, 2025 (view filing) | Mar 14 | 3 days | Baldock JenniferChief Admin & Dev Officer | SSale | −612 | $23.94 | −$14.7K | −0.3%236.0K after | |
| Mar 17, 2025 (view filing) | Mar 14 | 3 days | Burkhalter DanielleChief Human Resources Officer | SSale | −74 | $23.78 | −$1.76K | −0.2%44.8K after | |
| Mar 17, 2025 (view filing) | Mar 14 | 3 days | Webb William TrentonAmerican Group President | SSale | −138 | $23.70 | −$3.27K | −0.2%74.5K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Bane Harrison R.National Group President | SSale | −4.04K | $24.16 | −$97.7K | −3.1%126.5K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Baldock JenniferChief Admin & Dev Officer | SSale | −3.01K | $23.97 | −$72.1K | −1.3%236.7K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Burkhalter DanielleChief Human Resources Officer | SSale | −1.24K | $24.14 | −$29.9K | −2.7%44.9K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Webb William TrentonAmerican Group President | SSale | −2.06K | $24.06 | −$49.5K | −2.7%74.7K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Doherty David TChief Financial Officer | SSale | −6.73K | $24.02 | −$161.7K | −4.3%150.9K after | |
| Mar 13, 2025 (view filing) | Mar 10 | 3 daysLate | Brittenham MarissaChief Strategy Officer | SSale | −3.16K | $24.09 | −$76.0K | −4.7%63.4K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Bane Harrison R.National Group President | SSale | −56.3K | $25.64 | −$1.44M | −34.5%107.0K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Doherty David TChief Financial Officer | SSale | −13.6K | $25.61 | −$349.3K | −11.1%108.9K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Brittenham MarissaChief Strategy Officer | SSale | −14.7K | $25.61 | −$376.5K | −22.7%50.2K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Baldock JenniferChief Admin & Dev Officer | SSale | −5.68K | $25.83 | −$146.7K | −2.8%200.2K after | |
| Feb 10, 2025 (view filing) | Feb 7 | 3 days | Evans Jason EricChief Executive Officer | SSale | −26.5K | $25.65 | −$680.2K | −4.5%560.7K after | |
| Feb 4, 2025 (view filing) | Feb 4 | Same day | Webb William TrentonAmerican Group President | SSale | −257 | $25.70 | −$6.60K | −0.4%60.3K after | |
| Feb 4, 2025 (view filing) | Feb 4 | Same day | Burkhalter DanielleChief Human Resources Officer | SSale | −167 | $25.68 | −$4.29K | −0.6%30.2K after | |
| Sep 4, 2024 (view filing) | Sep 4 | Same day | Bane Harrison R.National Group President | SSale | −6.33K | $31.11 | −$196.8K | −11.6%48.2K after | |
| Jun 13, 2024 (view filing) | Jun 12 | 1 day | Burkhalter DanielleChief Human Resources Officer | SSale | −6.00K | $26.39 | −$158.3K | −16.5%30.4K after | |
| Jun 3, 2024 (view filing) | May 31 | 3 days | Owens Bradley R.National Group President | SSale | −6.00K | $27.65 | −$165.9K | −7.7%72.3K after | |
| Mar 15, 2024 (view filing) | Mar 14 | 1 day | Doherty David TChief Financial Officer | SSale | −721 | $28.59 | −$20.6K | −0.7%95.7K after | |
| Mar 13, 2024 (view filing) | Mar 11-13 | 2 days | Evans Jason EricChief Executive Officer | SSale | −6.82K | $29.63 | −$202.2K | −1.5%459.7K after | 2 lots |
| Mar 13, 2024 (view filing) | Mar 11-12 | 2 days | Burkhalter DanielleChief Human Resources Officer | SSale | −238 | $29.66 | −$7.06K | −0.7%36.4K after | 2 lots |
| Mar 13, 2024 (view filing) | Mar 11-12 | 2 days | Owens Bradley R.National Group President | SSale | −3.42K | $29.76 | −$101.6K | −4.2%78.3K after | 3 lots |
| Mar 13, 2024 (view filing) | Mar 11-12 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −1.60K | $29.72 | −$47.5K | −0.9%183.6K after | 2 lots |
| Mar 13, 2024 (view filing) | Mar 11-12 | 2 days | Taparo AnthonyChief Growth Officer | SSale | −1.44K | $29.72 | −$42.7K | −1.4%102.3K after | 2 lots |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −2.32K | $30.73 | −$71.2K | −1.2%185.2K after | |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Owens Bradley R.National Group President | SSale | −1.66K | $30.43 | −$50.5K | −2.0%81.8K after | |
| Mar 6, 2024 (view filing) | Mar 5 | 1 day | Taparo AnthonyChief Growth Officer | SSale | −1.35K | $30.70 | −$41.4K | −1.3%103.8K after | |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Burkhalter DanielleChief Human Resources Officer | SSale | −586 | $30.41 | −$17.8K | −1.6%36.6K after | |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Doherty David TChief Financial Officer | SSale | −3.43K | $30.37 | −$104.0K | −3.4%96.4K after | |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Bane Harrison R.American Group President | SSale | −5.10K | $30.53 | −$155.8K | −8.7%53.3K after | 2 lots |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Brittenham MarissaChief Strategy Officer | SSale | −1.28K | $30.17 | −$38.7K | −3.1%39.8K after | |
| Mar 6, 2024 (view filing) | Mar 4 | 2 days | Evans Jason EricChief Executive Officer | SSale | −9.07K | $30.61 | −$277.6K | −1.9%466.5K after | |
| Feb 16, 2024 (view filing) | Feb 14 | 2 days | Burkhalter DanielleChief Human Resources Officer | SSale | −192 | $33.42 | −$6.42K | −0.6%30.4K after |