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| Keyboard |
| Surgery Partners Inc | |
|---|---|
| Ticker | SGRY |
| CIK # | 0001638833 |
| CUSIP | 86881A100 |
| Sector | Life Sciences - Services-General Medical & Surgical Hospitals, Nec |
| Address | c/o Surgery Center Holdings, Inc 5426 Bay Center Drive, Suite 300, Tampa, FL 33609 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001638833] | 10-K | |
| [0001638833] | 10-Q | |
| [0001638833] | 3 | |
| [0001638833] | 4 | |
| [0001638833] | 8-K | |
| [0001638833] | SC 13D | |
| [0001638833] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Doherty David T
Common Stock
|
2026-03-16 | Sell | 8,867 | $12.50 | 110,838 |
|
Evans Jason Eric
Common Stock
|
2026-03-16 | Sell | 20,400 | $12.47 | 254,388 |
|
Brittenham Marissa
Common Stock
|
2026-03-13 | Sell | 3,657 | $12.54 | 45,859 |
|
Burkhalter Danielle
Common Stock
|
2026-03-13 | Sell | 3,469 | $12.83 | 44,507 |
|
Baldock Jennifer
Common Stock
|
2026-03-12 | Sell | 5,798 | $13.17 | 76,360 |
|
Evans Jason Eric
Common Stock
|
2026-03-06 | Sell | 11,462 | $13.79 | 158,061 |
|
Baldock Jennifer
Common Stock
|
2026-03-06 | Sell | 10,082 | $13.70 | 138,123 |
|
Webb William Trenton
Common Stock
|
2026-03-06 | Sell | 272 | $13.93 | 3,789 |
|
Burkhalter Danielle
Common Stock
|
2026-03-06 | Sell | 7,736 | $13.60 | 105,210 |
|
Doherty David T
Common Stock
|
2026-03-06 | Sell | 14,574 | $13.84 | 201,704 |
|
Brittenham Marissa
Common Stock
|
2026-03-06 | Sell | 8,785 | $13.70 | 120,354 |
|
Oppenheimer Justin Robert
Common Stock
|
2026-03-05 | Grant | 42,523 | $14.11 | 600,000 |
|
Brittenham Marissa
Common Stock
|
2026-03-05 | Grant | 9,150 | $14.11 | 129,106 |
|
Brittenham Marissa
Common Stock
|
2026-03-05 | Grant | 16,363 | $14.11 | 230,882 |
|
Doherty David T
Common Stock
|
2026-03-05 | Grant | 54,545 | $14.11 | 769,630 |
|
Webb William Trenton
Common Stock
|
2026-03-05 | Grant | 11,438 | $14.11 | 161,390 |
|
Evans Jason Eric
Common Stock
|
2026-03-05 | Grant | 136,363 | $14.11 | 1,924,082 |
|
Burkhalter Danielle
Common Stock
|
2026-03-05 | Grant | 9,150 | $14.11 | 129,106 |
|
Burkhalter Danielle
Common Stock
|
2026-03-05 | Grant | 17,717 | $14.11 | 249,987 |
|
Doherty David T
Common Stock
|
2026-03-05 | Grant | 56,697 | $14.11 | 799,995 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 184 | 160,099,498 |
| 2025-12-31 | 181 | 158,965,862 |
| 2025-09-30 | 202 | 157,513,320 |
| 2025-06-30 | 202 | 149,829,041 |
| 2025-03-31 | 210 | 143,537,505 |
| 2024-12-31 | 185 | 142,395,630 |
| 2024-09-30 | 188 | 138,563,468 |
| 2024-06-30 | 180 | 141,728,471 |
| 2024-03-31 | 184 | 137,522,789 |
| 2023-12-31 | 177 | 135,156,987 |
| 2023-09-30 | 166 | 133,886,962 |
| 2023-06-30 | 172 | 132,049,516 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Counterpoint Mutual Funds LLC | [2026-06-30] | SOLE | 22,172 | 22,172 |
| SLT Holdings LLC | [2026-06-30] | SOLE | 0 | 20,000 |
| Handelsbanken Fonder AB | [2026-06-30] | SOLE | 0 | 18,600 |
| Walled Lake Planning & Wealth Management LLC | [2026-06-30] | SOLE | 0 | 15,632 |
| Camelot Portfolios LLC | [2026-06-30] | SOLE | 13,712 | 13,712 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 7,282 | 7,282 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 528 |
| Gamma Investing LLC | [2026-06-30] | DFND | 248 | 248 |
| Hickory Point Bank & Trust | [2026-06-30] | DFND | 0 | 150 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 66 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 30 | 30 |
| Arlington Trust Co LLC | [2026-06-30] | SOLE | 29 | 29 |
| FNY Investment Advisers LLC | [2026-06-30] | SOLE | 6,500 | 6 | Prev | Page 1 | Next |