Surgery Partners, Inc. (SGRY) · Insider trading
What Surgery Partners's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$161,212
1 insider, 1 trade
Sold, 12 months
$1.28M
6 insiders, 0% under a plan
Net, 12 months
−$1.12M
bought less sold
Latest filing
2026-08-20
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Doherty David TChief Financial Officer | – | $1.93M | 5 | 2026-03-16 | 221,679 |
| Bane Harrison R.National Group President | – | $1.75M | 4 | 2025-09-04 | 120,794 |
| Evans Jason EricChief Executive Officer | – | $1.09M | 3 | 2026-03-16 | 920,386 |
| Brittenham MarissaChief Strategy Officer | – | $618,708 | 4 | 2026-03-13 | 94,196 |
| DeLuca TeresaDirector | $161,212 | $455,209 | 2 | 2026-08-18 | 68,093 |
| Baldock JenniferChief Admin & Dev Officer | – | $447,976 | 5 | 2026-03-12 | 326,474 |
| Burkhalter DanielleChief Human Resources Officer | – | $185,699 | 5 | 2026-03-13 | 76,864 |
| Webb William TrentonAmerican Group President | – | $88,021 | 5 | 2026-03-06 | 74,249 |
| Maryland Patricia AnneDirector | – | – | 1 | 2025-08-11 | 24,583 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-18 | DeLuca TeresaDirector | Buy | 11,250 | 14.33 | $161,212 | 68,093 | Form 4/A |
| 2026-03-16 | Evans Jason EricChief Executive Officer | Sale | 20,400 | 12.47 | $254,388 | 920,386 | Form 4 |
| 2026-03-16 | Doherty David TChief Financial Officer | Sale | 8,867 | 12.50 | $110,838 | 221,679 | Form 4 |
| 2026-03-13 | Brittenham MarissaChief Strategy Officer | Sale | 3,657 | 12.54 | $45,859 | 94,196 | Form 4 |
| 2026-03-13 | Burkhalter DanielleChief Human Resources Officer | Sale | 3,469 | 12.83 | $44,507 | 76,864 | Form 4 |
| 2026-03-12 | Baldock JenniferChief Admin & Dev Officer | Sale | 5,798 | 13.17 | $76,360 | 326,474 | Form 4 |
| 2026-03-06 | Brittenham MarissaChief Strategy Officer | Sale | 8,785 | 13.70 | $120,354 | 54,623 | Form 4 |
| 2026-03-06 | Webb William TrentonAmerican Group President | Sale | 272 | 13.93 | $3,789 | 74,249 | Form 4 |
| 2026-03-06 | Burkhalter DanielleChief Human Resources Officer | Sale | 7,736 | 13.60 | $105,210 | 37,103 | Form 4 |
| 2026-03-06 | Baldock JenniferChief Admin & Dev Officer | Sale | 10,082 | 13.70 | $138,123 | 332,272 | Form 4 |
| 2026-03-06 | Doherty David TChief Financial Officer | Sale | 14,574 | 13.84 | $201,704 | 88,803 | Form 4 |
| 2026-03-06 | Evans Jason EricChief Executive Officer | Sale | 11,462 | 13.79 | $158,061 | 662,680 | Form 4 |
| 2026-03-05 | Webb William TrentonAmerican Group President | Sale | 1,794 | 13.86 | $24,865 | 72,455 | Form 4 |
| 2025-09-04 | Bane Harrison R.National Group President | Sale | 5,726 | 22.48 | $128,720 | 120,794 | Form 4 |
| 2025-09-04 | Bane Harrison R.National Group President | Sale | 3,613 | 22.48 | $81,220 | 117,181 | Form 4 |
| 2025-08-11 | DeLuca TeresaDirector | Sale | 20,018 | 22.74 | $455,209 | 45,173 | Form 4 |
| 2025-08-11 | Maryland Patricia AnneDirector | Sale | 0 | – | – | 24,583 | Form 4/A |
| 2025-08-08 | Doherty David TChief Financial Officer | Sale | 47,491 | 23.39 | $1.11M | 103,377 | Form 4 |
| 2025-03-14 | Webb William TrentonAmerican Group President | Sale | 138 | 23.70 | $3,271 | 74,521 | Form 4 |
| 2025-03-14 | Burkhalter DanielleChief Human Resources Officer | Sale | 74 | 23.78 | $1,760 | 44,839 | Form 4 |
| 2025-03-14 | Baldock JenniferChief Admin & Dev Officer | Sale | 612 | 23.94 | $14,651 | 236,047 | Form 4 |
| 2025-03-10 | Brittenham MarissaChief Strategy Officer | Sale | 3,156 | 24.09 | $76,028 | 63,408 | Form 4 |
| 2025-03-10 | Doherty David TChief Financial Officer | Sale | 6,733 | 24.02 | $161,727 | 150,868 | Form 4 |
| 2025-03-10 | Webb William TrentonAmerican Group President | Sale | 2,057 | 24.06 | $49,491 | 74,659 | Form 4 |
| 2025-03-10 | Burkhalter DanielleChief Human Resources Officer | Sale | 1,240 | 24.14 | $29,934 | 44,913 | Form 4 |
| 2025-03-10 | Baldock JenniferChief Admin & Dev Officer | Sale | 3,008 | 23.97 | $72,102 | 236,659 | Form 4 |
| 2025-03-10 | Bane Harrison R.National Group President | Sale | 4,045 | 24.16 | $97,727 | 126,520 | Form 4 |
| 2025-02-07 | Evans Jason EricChief Executive Officer | Sale | 26,520 | 25.65 | $680,238 | 560,698 | Form 4 |
| 2025-02-07 | Baldock JenniferChief Admin & Dev Officer | Sale | 5,681 | 25.83 | $146,740 | 200,172 | Form 4 |
| 2025-02-07 | Brittenham MarissaChief Strategy Officer | Sale | 14,700 | 25.61 | $376,467 | 50,178 | Form 4 |
| 2025-02-07 | Doherty David TChief Financial Officer | Sale | 13,641 | 25.61 | $349,346 | 108,862 | Form 4 |
| 2025-02-07 | Bane Harrison R.National Group President | Sale | 56,315 | 25.64 | $1.44M | 107,037 | Form 4 |
| 2025-02-04 | Burkhalter DanielleChief Human Resources Officer | Sale | 167 | 25.68 | $4,289 | 30,187 | Form 4 |
| 2025-02-04 | Webb William TrentonAmerican Group President | Sale | 257 | 25.70 | $6,605 | 60,330 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
54 × grant or award1 × option exercise
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-06-18 | Hendrix Blair eDirector | Grant or award A | +34,364 | 14.55 | 52,895 | Form 4 |
| 2026-06-05 | Turner BrentDirector | Grant or award A | +11,670 | 13.71 | 86,594 | Form 4 |
| 2026-06-05 | DeLuca TeresaDirector | Grant or award A | +11,670 | 13.71 | 56,843 | Form 4 |
| 2026-06-05 | Dean Lloyd HDirector | Grant or award A | +11,670 | 13.71 | 11,670 | Form 4 |
| 2026-06-05 | Adlerz Clifford GDirector | Grant or award A | +11,670 | 13.71 | 69,104 | Form 4 |
| 2026-06-05 | Forese Laura LDirector | Grant or award A | +11,670 | 13.71 | 18,531 | Form 4 |
| 2026-06-05 | Deane John ADirector | Grant or award A | +11,670 | 13.71 | 45,922 | Form 4 |
| 2026-06-05 | Hendrix Blair eDirector, 10% owner | Grant or award A | +11,670 | 13.71 | 18,531 | Form 4 |
| 2026-03-05 | Oppenheimer Justin RobertCOO & National Group President | Grant or award A | +42,523 | 14.11 | 120,259 | Form 4 |
| 2026-03-05 | Brittenham MarissaChief Strategy Officer | Grant or award A | +17,717 | 14.11 | 72,340 | Form 4 |
| 2026-03-05 | Brittenham MarissaChief Strategy Officer | Grant or award A | +16,363 | 14.11 | 88,703 | Form 4 |
| 2026-03-05 | Brittenham MarissaChief Strategy Officer | Grant or award A | +9,150 | 14.11 | 97,853 | Form 4 |
| 2026-03-05 | Webb William TrentonAmerican Group President | Grant or award A | +20,454 | 14.11 | 92,909 | Form 4 |
| 2026-03-05 | Webb William TrentonAmerican Group President | Grant or award A | +11,438 | 14.11 | 104,347 | Form 4 |
| 2026-03-05 | Burkhalter DanielleChief Human Resources Officer | Grant or award A | +17,717 | 14.11 | 54,820 | Form 4 |
| 2026-03-05 | Burkhalter DanielleChief Human Resources Officer | Grant or award A | +16,363 | 14.11 | 71,183 | Form 4 |
| 2026-03-05 | Burkhalter DanielleChief Human Resources Officer | Grant or award A | +9,150 | 14.11 | 80,333 | Form 4 |
| 2026-03-05 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +42,523 | 14.11 | 278,570 | Form 4 |
| 2026-03-05 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +40,909 | 14.11 | 319,479 | Form 4 |
| 2026-03-05 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +22,875 | 14.11 | 342,354 | Form 4 |
| 2026-03-05 | Doherty David TChief Financial Officer | Grant or award A | +56,697 | 14.11 | 145,500 | Form 4 |
| 2026-03-05 | Doherty David TChief Financial Officer | Grant or award A | +54,545 | 14.11 | 200,045 | Form 4 |
| 2026-03-05 | Doherty David TChief Financial Officer | Grant or award A | +30,501 | 14.11 | 230,546 | Form 4 |
| 2026-03-05 | Evans Jason EricChief Executive Officer | Grant or award A | +141,743 | 14.11 | 804,423 | Form 4 |
| 2026-03-05 | Evans Jason EricChief Executive Officer | Grant or award A | +136,363 | 14.11 | 940,786 | Form 4 |
| 2026-01-13 | Oppenheimer Justin RobertCOO & National Group President | Grant or award A | +77,736 | 16.08 | 77,736 | Form 4 |
| 2025-06-10 | Deane John ADirector | Grant or award A | +6,861 | 23.32 | 34,252 | Form 4 |
| 2025-06-10 | Turner BrentDirector | Grant or award A | +6,861 | 23.32 | 74,924 | Form 4 |
| 2025-06-10 | Adlerz Clifford GDirector | Grant or award A | +6,861 | 23.32 | 57,434 | Form 4 |
| 2025-06-10 | Hendrix Blair eDirector, 10% owner | Grant or award A | +6,861 | 23.32 | 49,953,833 | Form 4 |
| 2025-06-10 | Forese Laura LDirector | Grant or award A | +6,861 | 23.32 | 6,861 | Form 4 |
| 2025-06-10 | DeLuca TeresaDirector | Grant or award A | +6,861 | 23.32 | 65,191 | Form 4 |
| 2025-06-10 | Maryland Patricia AnneDirector | Grant or award A | +6,861 | 23.32 | 24,583 | Form 4 |
| 2025-03-21 | DeVeydt Wayne SDirector, Exec Chairman of the Board | Grant or award A | +4,233 | 24.21 | 105,203 | Form 4 |
| 2025-03-04 | Evans Jason EricChief Executive Officer | Grant or award A | +84,033 | 23.80 | 644,731 | Form 4 |
| 2025-03-04 | Evans Jason EricChief Executive Officer | Grant or award A | +29,411 | 23.80 | 674,142 | Form 4 |
| 2025-03-04 | Doherty David TChief Financial Officer | Grant or award A | +33,613 | 23.80 | 142,475 | Form 4 |
| 2025-03-04 | Doherty David TChief Financial Officer | Grant or award A | +15,126 | 23.80 | 157,601 | Form 4 |
| 2025-03-04 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +25,210 | 23.80 | 225,382 | Form 4 |
| 2025-03-04 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +14,285 | 23.80 | 239,667 | Form 4 |
| 2025-03-04 | Burkhalter DanielleChief Human Resources Officer | Grant or award A | +10,084 | 23.80 | 40,271 | Form 4 |
| 2025-03-04 | Burkhalter DanielleChief Human Resources Officer | Grant or award A | +5,882 | 23.80 | 46,153 | Form 4 |
| 2025-03-04 | Bane Harrison R.National Group President | Grant or award A | +17,226 | 23.80 | 124,263 | Form 4 |
| 2025-03-04 | Bane Harrison R.National Group President | Grant or award A | +6,302 | 23.80 | 130,565 | Form 4 |
| 2025-03-04 | Brittenham MarissaChief Strategy Officer | Grant or award A | +10,084 | 23.80 | 60,262 | Form 4 |
| 2025-03-04 | Brittenham MarissaChief Strategy Officer | Grant or award A | +6,302 | 23.80 | 66,564 | Form 4 |
| 2025-03-04 | Webb William TrentonAmerican Group President | Grant or award A | +12,605 | 23.80 | 72,935 | Form 4 |
| 2025-03-04 | Webb William TrentonAmerican Group President | Grant or award A | +3,781 | 23.80 | 76,716 | Form 4 |
| 2025-01-31 | Brittenham MarissaChief Strategy Officer | Grant or award A | +25,110 | – | 64,878 | Form 4 |
| 2025-01-31 | Evans Jason EricChief Executive Officer | Grant or award A | +111,048 | – | 587,218 | Form 4 |
| 2025-01-31 | Doherty David TChief Financial Officer | Grant or award A | +26,784 | – | 122,503 | Form 4 |
| 2025-01-31 | Bane Harrison R.National Group President | Grant or award A | +115,116 | – | 163,352 | Form 4 |
| 2025-01-31 | Baldock JenniferChief Admin & Dev Officer | Grant or award A | +22,209 | – | 205,853 | Form 4 |
| 2025-01-31 | Webb William TrentonAmerican Group President | Grant or award A | +3,207 | – | 60,587 | Form 4 |
| 2024-12-12 | Evans Jason EricChief Executive Officer | Option exercise M | +16,500 | 11.54 | 476,170 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.