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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 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 | 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 | Baldock JenniferChief Admin & Dev Officer | SSale | −1.11K | $34.83 | −$38.8K | −1.3%87.3K 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 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 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 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 | |
| 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 |
| 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) | 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 | 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 | 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 | O'Reilly T. DevinDirector, 10% Owner | SSale | −7.83M | $33.44 | −$261.7M | −13.4%50.4M after | |
| 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 | |
| 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 |
| 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 |
| 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 | |
| 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 | |
| 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 |
| 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 | 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 | 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 | 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 | Doherty David TChief Financial Officer | SSale | −3.37K | $30.85 | −$104.0K | −4.1%79.7K after | 3 lots |
| 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 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 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 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 | 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 | Doherty David TChief Financial Officer | SSale | −4.32K | $33.53 | −$144.7K | −7.7%51.4K after | |
| Mar 1, 2023 (view filing) | Feb 27 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −5.92K | $33.54 | −$198.7K | −4.2%134.9K after | |
| Feb 15, 2023 (view filing) | Feb 13 | 2 days | Doherty David TChief Financial Officer | SSale | −942 | $33.92 | −$32.0K | −1.7%55.7K after | |
| Feb 15, 2023 (view filing) | Feb 13 | 2 days | Evans Jason EricChief Executive Officer | SSale | −5.88K | $33.90 | −$199.5K | −1.5%389.9K after | |
| Feb 15, 2023 (view filing) | Feb 13 | 2 days | Baldock JenniferChief Admin & Dev Officer | SSale | −1.00K | $33.90 | −$34.1K | −0.7%140.8K after | |
| Feb 15, 2023 (view filing) | Feb 13 | 2 days | Taparo AnthonyChief Growth Officer | SSale | −1.08K | $33.91 | −$36.8K | −1.1%98.1K after | |
| Feb 15, 2023 (view filing) | Feb 13 | 2 days | Owens Bradley R.National Group President | SSale | −703 | $34.00 | −$23.9K | −0.9%77.1K after | |
| Feb 6, 2023 (view filing) | Feb 2 | 4 days | Brittenham MarissaChief Strategy Officer | SSale | −1.32K | $35.90 | −$47.4K | −12.5%9.28K after | |
| Feb 6, 2023 (view filing) | Feb 2 | 4 days | Doherty David TChief Financial Officer | SSale | −1.95K | $35.90 | −$69.9K | −3.3%56.6K after | |
| Nov 22, 2022 (view filing) | Nov 21 | 1 day | Turner BrentDirector | PPurchase | +10.0K | $24.50 | +$245.0K | +21.0%57.7K after | |
| Nov 22, 2022 (view filing) | Nov 21 | 1 day | DeLuca TeresaDirector | PPurchase | +20.0K | $24.50 | +$490.0K | +71.5%48.0K after | |
| Nov 14, 2022 (view filing) | Nov 9 | 5 days | Brocklehurst Laura L.Chief Human Resources Officer | SSale | −4.34K | $22.96 | −$99.6K | −9.5%41.4K after | |
| Aug 31, 2022 (view filing) | Aug 30 | 1 day | Brocklehurst Laura L.Chief Human Resources Officer | SSale | −162 | $29.65 | −$4.80K | −0.4%45.8K after | |
| Aug 31, 2022 (view filing) | Aug 30 | 1 day | Doherty David TChief Financial Officer | SSale | −171 | $29.65 | −$5.07K | −0.3%58.6K after | |
| Jun 30, 2022 (view filing) | Jun 29 | 1 day | Brocklehurst Laura L.Chief Human Resources Officer | SSale | −196 | $29.75 | −$5.83K | −0.4%45.9K after | |
| Jun 8, 2022 (view filing) | Jun 6 | 2 days | Goodwin GeorgeAmerican Group President | SSale | −12.6K | $40.00 | −$503.4K | −28.4%31.8K after | |
| May 25, 2022 (view filing) | May 23 | 2 days | Goodwin GeorgeAmerican Group President | SSale | −13.6K | $40.03 | −$544.3K | −23.4%44.4K after | |
| May 5, 2022 (view filing) | May 3 | 2 days | Evans Jason EricChief Executive Officer | SSale | −2.04K | $55.74 | −$113.8K | −0.5%395.8K after | |
| May 5, 2022 (view filing) | May 3-4 | 2 days | DeVeydt Wayne SExec Chairman of the Board | SSale | −60.0K | $55.71 | −$3.34M | −23.2%198.6K after | 2 lots |
| Apr 25, 2022 (view filing) | Apr 21 | 4 days | Goodwin GeorgeAmerican Group President | SSale | −25.5K | $62.58 | −$1.60M | −30.6%58.0K after |