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 |
|---|---|---|---|---|---|---|---|---|---|
| Mar 1, 2023 (view filing) | Feb 27 | 2 days | Evans Jason EricChief Executive Officer | SSale | −20.0K | $33.53 | −$672.0K | −5.1%369.9K after | |
| Mar 1, 2023 (view filing) | Feb 27 | 2 days | Taparo AnthonyChief Growth Officer | SSale | −6.58K | $33.52 | −$220.6K | −6.7%91.5K after | |
| Mar 1, 2023 (view filing) | Feb 27 | 2 days | Owens Bradley R.National Group President | SSale | −3.62K | $33.51 | −$121.3K | −4.7%73.5K after | |
| Mar 6, 2023 (view filing) | Mar 3 | 3 days | Doherty David TChief Financial Officer | SSale | −20.0K | $33.98 | −$679.6K | −19.4%83.1K after | |
| Mar 6, 2023 (view filing) | Jan 31-Feb 13 | 34 daysLate | Burkhalter DanielleChief Human Resources Officer | SSale | −880 | $33.60 | −$29.6K | −6.7%12.4K after | 2 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Doherty David TChief Financial Officer | SSale | −3.37K | $30.85 | −$104.0K | −4.1%79.7K after | 3 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Evans Jason EricChief Executive Officer | SSale | −22.8K | $30.65 | −$698.7K | −5.2%414.1K after | 3 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −6.57K | $30.79 | −$202.4K | −3.7%169.4K after | 3 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Burkhalter DanielleChief Human Resources Officer | SSale | −570 | $30.83 | −$17.6K | −1.8%30.8K after | 3 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Taparo AnthonyChief Growth Officer | SSale | −5.61K | $30.83 | −$172.9K | −5.5%95.8K after | 3 lots |
| Mar 15, 2023 (view filing) | Mar 13-15 | 2 days | Owens Bradley R.National Group President | SSale | −4.25K | $30.71 | −$130.5K | −5.0%81.4K after | 3 lots |
| Apr 3, 2023 (view filing) | Mar 31 | 3 days | Evans Jason EricChief Executive Officer | SSale | −7.67K | $34.26 | −$262.9K | −1.8%426.8K after | |
| May 18, 2023 (view filing) | May 17 | 1 day | Owens Bradley R.National Group President | SSale | −7.19K | $36.31 | −$261.1K | −8.8%74.2K after | |
| Jul 3, 2023 (view filing) | Jun 29 | 4 days | Evans Jason EricChief Executive Officer | SSale | −1.89K | $45.10 | −$85.3K | −0.4%424.9K after | 10b5-1 |
| Sep 1, 2023 (view filing) | Aug 29-30 | 3 daysLate | Doherty David TChief Financial Officer | SSale | −2.20K | $36.04 | −$79.4K | −2.8%77.5K after | 2 lots |
| Sep 5, 2023 (view filing) | Sep 5 | Same day | Bane Harrison R.American Group President | SSale | −3.83K | $35.98 | −$138.0K | −7.6%46.7K after | |
| Dec 21, 2023 (view filing) | Dec 19 | 2 days | O'Reilly T. DevinDirector, 10% Owner | SSale | −7.83M | $33.44 | −$261.7M | −13.4%50.4M after | |
| Dec 21, 2023 (view filing) | Dec 19 | 2 days | Hendrix Blair EDirector, 10% Owner | SSale | −7.83M | $33.44 | −$261.7M | −13.4%50.4M after | Duplicate filing |
| Dec 21, 2023 (view filing) | Dec 19 | 2 days | Kaplan Andrew T.Director, 10% Owner | SSale | −7.83M | $33.44 | −$261.7M | −13.4%50.4M after | Duplicate filing |
| Dec 21, 2023 (view filing) | Dec 19 | 2 days | Evans Jason EricChief Executive Officer | SSale | −5.00K | $33.44 | −$167.2K | −1.2%419.9K after | |
| Dec 21, 2023 (view filing) | Dec 19 | 2 days | DeVeydt Wayne SExec Chairman of the Board | SSale | −168.1K | $33.44 | −$5.62M | −56.0%131.9K after | |
| Dec 21, 2023 (view filing)8:13 PM ET | Dec 19 | 2 days | Bain Capital Investors LLC and 7 othersDirector, 10% Owner | SSale | −7.83M | $33.44 | −$261.7M | −13.4%50.4M after | Duplicate filing |
| Feb 6, 2024 (view filing) | Feb 2 | 4 days | Doherty David TChief Financial Officer | SSale | −2.31K | $31.89 | −$73.5K | −3.0%75.2K after | |
| Feb 6, 2024 (view filing) | Feb 2 | 4 days | Brittenham MarissaChief Strategy Officer | SSale | −1.64K | $31.89 | −$52.2K | −5.1%30.5K after | |
| Feb 8, 2024 (view filing) | Feb 6 | 2 days | Burkhalter DanielleChief Human Resources Officer | SSale | −167 | $32.24 | −$5.38K | −0.5%30.6K after | |
| Feb 14, 2024 (view filing) | Feb 13 | 1 day | Taparo AnthonyChief Growth Officer | SSale | −1.10K | $33.40 | −$36.7K | −1.2%91.3K after | |
| Feb 14, 2024 (view filing) | Feb 12 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −1.11K | $34.83 | −$38.8K | −1.3%87.3K after | |
| Feb 14, 2024 (view filing) | Feb 12 | 2 days | Owens Bradley R.National Group President | SSale | −1.04K | $35.22 | −$36.6K | −1.4%73.1K after | |
| Feb 14, 2024 (view filing) | Feb 12 | 2 days | Evans Jason EricChief Executive Officer | SSale | −5.78K | $35.08 | −$202.8K | −1.4%419.1K after | |
| Feb 14, 2024 (view filing) | Feb 12 | 2 days | Doherty David TChief Financial Officer | SSale | −1.02K | $34.93 | −$35.6K | −1.4%74.2K 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 | |
| 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 | |
| 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 | 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 | 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 | Burkhalter DanielleChief Human Resources Officer | SSale | −586 | $30.41 | −$17.8K | −1.6%36.6K 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 | Owens Bradley R.National Group President | SSale | −1.66K | $30.43 | −$50.5K | −2.0%81.8K after | |
| 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 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 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 | 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 | Burkhalter DanielleChief Human Resources Officer | SSale | −238 | $29.66 | −$7.06K | −0.7%36.4K after | 2 lots |
| Mar 13, 2024 (view filing) | Mar 11-13 | 2 days | Evans Jason EricChief Executive Officer | SSale | −6.82K | $29.63 | −$202.2K | −1.5%459.7K after | 2 lots |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |