Insider Ledger

Surgery Partners, Inc. (SGRY) insider buying and SEC filings

Surgery Partners, Inc. · CIK 1638833

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Company profile

Exchanges
Nasdaq
Industry (SIC)
Services-General Medical & Surgical Hospitals, NEC
State of incorporation
DE
Fiscal year end
Dec 31

Insider activity in the last 12 months

Bought
$161K
Insiders who bought
1
Sold (not marked 10b5-1)
$1.3M
Planned sales (10b5-1)
$0

Insider purchases and sales, last 12 months

TradedTypeWhat was filedSource
Aug 18, 2026Purchase (code P) Amended filingTeresa DeLuca (Director) bought 11,250 shares at about $14.33 ($161K), reported as a purchase (code P). Holdings up 20% to 68,093 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Aug 19.SEC filing
Filed Aug 20, 2026
Mar 16, 2026SaleDavid T Doherty (CFO) sold 8,867 shares at about $12.50 ($111K). Holdings down 4% to 221,679 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 16, 2026
Mar 16, 2026SaleJason Eric Evans (CEO) sold 20,400 shares at about $12.47 ($254K). Holdings down 2% to 920,386 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 16, 2026
Mar 13, 2026SaleDanielle Burkhalter (Chief Human Resources Officer) sold 3,469 shares at $12.83 ($45K). Holdings down 4% to 76,864 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 16, 2026
Mar 13, 2026SaleMarissa Brittenham (Chief Strategy Officer) sold 3,657 shares at $12.54 ($46K). Holdings down 4% to 94,196 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 16, 2026
Mar 12, 2026SaleJennifer Baldock (Chief Admin & Dev Officer) sold 5,798 shares at about $13.17 ($76K). Holdings down 2% to 326,474 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 16, 2026
Mar 6, 2026SaleJason Eric Evans (CEO) sold 11,462 shares at about $13.79 ($158K). Holdings down 2% to 662,680 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026
Mar 6, 2026SaleDavid T Doherty (CFO) sold 14,574 shares at about $13.84 ($202K). Holdings down 14% to 88,803 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026
Mar 6, 2026SaleJennifer Baldock (Chief Admin & Dev Officer) sold 10,082 shares at $13.70 ($138K). Holdings down 3% to 332,272 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026
Mar 6, 2026SaleDanielle Burkhalter (Chief Human Resources Officer) sold 7,736 shares at about $13.60 ($105K). Holdings down 17% to 37,103 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026
Mar 5–6, 2026SaleWilliam Trenton Webb (President / COO) sold 2,066 shares between Mar 5 and Mar 6 at about $13.87 ($29K). Holdings down 3% to 74,249 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026
Mar 6, 2026SaleMarissa Brittenham (Chief Strategy Officer) sold 8,785 shares at $13.70 ($120K). Holdings down 14% to 54,623 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Mar 9, 2026

16 routine transactions (such as grants, option exercises or tax withholding) are not listed.

Cluster buys

No cluster buys in the last 12 months.

Red flags

No red flags in the last 12 months.

Key events

No key events in the last 12 months.

8-K filings, last 12 months

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

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