Company · Ownership research

Surgery Partners, Inc. SGRY

CIK 0001638833

Form 4 transactions dated Nov 1, 2023 to Nov 10, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

Insider filings on file run through Aug 19, 2026.

Insider purchases & sales

Purchased: $161.21K
Sold: $1.06B

Nov 1, 2023 – Aug 19, 2026
Available records · partial months are marked ·

202610 of 13 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Aug 18, 2026	DeLuca Teresa Director	Purchase	$161.21K 11,250 shares bought	19.79% added Direct holding	▾
Mar 16, 2026	Doherty David T Chief Financial Officer	Sale	$110.84K 8,867 shares sold	3.85% sold Direct holding	▾
Mar 16, 2026	Evans Jason Eric Chief Executive Officer	Sale	$254.39K 20,400 shares sold	2.17% sold Direct holding	▾
Mar 13, 2026	Burkhalter Danielle Chief Human Resources Officer	Sale	$44.51K 3,469 shares sold	4.32% sold Direct holding	▾
Mar 13, 2026	Brittenham Marissa Chief Strategy Officer	Sale	$45.86K 3,657 shares sold	3.74% sold Direct holding	▾
Mar 12, 2026	Baldock Jennifer Chief Admin & Dev Officer	Sale	$76.36K 5,798 shares sold	1.74% sold Direct holding	▾
Mar 6, 2026	Evans Jason Eric Chief Executive Officer	Sale	$158.06K 11,462 shares sold	1.70% sold Direct holding	▾
Mar 6, 2026	Doherty David T Chief Financial Officer	Sale	$201.70K 14,574 shares sold	14.10% sold Direct holding	▾
Mar 6, 2026	Baldock Jennifer Chief Admin & Dev Officer	Sale	$138.12K 10,082 shares sold	2.94% sold Direct holding	▾
Mar 6, 2026	Burkhalter Danielle Chief Human Resources Officer	Sale	$105.21K 7,736 shares sold	17.25% sold Direct holding	▾

Showing 13 / 13 record groups in 2026. The complete set is available through the API.

Surgery Partners, Inc. · SGRY

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 13 of 13 purchase / sale groups and 16 of 16 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"SGRY","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.