🕵️ Surgery Partners, Inc. ($SGRY)
SEC insider & ownership activity, last 12 months · CIK 1638833 · every row links its SEC filing
Over the last 12 months insiders sold $1.3M against $161K of open-market buying. Jason Eric Evans sold $412K in discretionary trades (Mar). No red-flag 8-Ks in the window.
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $161K (1 lots) · 6 sellers, $1.3M (12 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Jason Eric Evans | 0 | – | 2 | $412K | Mar 16, 2026 |
| David Doherty | 0 | – | 2 | $313K | Mar 16, 2026 |
| Jennifer Baldock | 0 | – | 2 | $214K | Mar 12, 2026 |
| Marissa Brittenham | 0 | – | 2 | $166K | Mar 13, 2026 |
| Deluca Teresa | 1 | $161K | 0 | – | Aug 18, 2026 |
| Danielle Burkhalter | 0 | – | 2 | $150K | Mar 13, 2026 |
| William T. Webb | 0 | – | 2 | $29K | Mar 6, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| BCPE Seminole Holdings II Intermediate LP | 23.6% | 13D | Jan 27, 2025 | filing ↗ | |
| BCPE Seminole Holdings II Intermediate, LP | 23.4% | 13D | Jun 16, 2025 | filing ↗ | |
| Janus Henderson Group PLC | 10.2% | 13G | Nov 14, 2025 | filing ↗ | |
| Janus Henderson Contrarian Fund | 9.7% | 13G | Nov 14, 2025 | filing ↗ | |
| Pentwater Capital Management LP | 9.7% | 13G | May 15, 2026 | filing ↗ | |
| Matthew Halbower | 9.7% | 13G | May 15, 2026 | filing ↗ | |
| Janus Henderson Group PLC | 9.6% | 13G | Jan 30, 2025 | filing ↗ | |
| BCPE Seminole Holdings LP | 8.4% | 13D | Jun 16, 2025 | filing ↗ | |
| BCPE Seminole Holdings III, L.P. | 6.1% | 13D | Jun 16, 2025 | filing ↗ | |
| Wellington Management Company LLP | 5.4% | 13G | May 12, 2025 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| David Doherty | $111K | Mar 16, 2026 | filing ↗ |
| Jason Eric Evans | $254K | Mar 16, 2026 | filing ↗ |
| Marissa Brittenham | $46K | Mar 13, 2026 | filing ↗ |
| Danielle Burkhalter | $45K | Mar 13, 2026 | filing ↗ |
| William T. Webb | $27K | Mar 12, 2026 | filing ↗ |
| Jennifer Baldock | $76K | Mar 12, 2026 | filing ↗ |
| David Doherty | $202K | Mar 6, 2026 | filing ↗ |
| William T. Webb | $4K | Mar 6, 2026 | filing ↗ |
| Jason Eric Evans | $158K | Mar 6, 2026 | filing ↗ |
| Marissa Brittenham | $120K | Mar 6, 2026 | filing ↗ |
| Danielle Burkhalter | $105K | Mar 6, 2026 | filing ↗ |
| Jennifer Baldock | $138K | Mar 6, 2026 | filing ↗ |
| William T. Webb | $25K | Mar 5, 2026 | filing ↗ |
| Wayne DeVeydt | $65K | Oct 24, 2025 | filing ↗ |
| Wayne DeVeydt | $666K | Oct 23, 2025 | filing ↗ |
| Wayne DeVeydt | $533K | Oct 22, 2025 | filing ↗ |
| Wayne DeVeydt | $858K | Oct 21, 2025 | filing ↗ |
| Wayne DeVeydt | $109K | Oct 20, 2025 | filing ↗ |
| Wayne DeVeydt | $1.1M | Oct 16, 2025 | filing ↗ |
| Wayne DeVeydt | $527K | Oct 15, 2025 | filing ↗ |
| Wayne DeVeydt | $514K | Oct 14, 2025 | filing ↗ |
| Wayne DeVeydt | $65K | Oct 9, 2025 | filing ↗ |
| Wayne DeVeydt | $513K | Oct 8, 2025 | filing ↗ |
| Wayne DeVeydt | $400K | Sep 29, 2025 | filing ↗ |
| Wayne DeVeydt | $124K | Sep 26, 2025 | filing ↗ |
| Wayne DeVeydt | $550K | Sep 23, 2025 | filing ↗ |
| Wayne DeVeydt | $1.1M | Sep 22, 2025 | filing ↗ |
| Wayne DeVeydt | $235K | Sep 19, 2025 | filing ↗ |
| Wayne DeVeydt | $3.3M | Sep 18, 2025 | filing ↗ |
| Wayne DeVeydt | $1.9M | Sep 17, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Acquisition or disposition (2.01) | Sep 14, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 14, 2026 | filing ↗ |
| Earnings (2.02) | Aug 10, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 10, 2026 | filing ↗ |
| Material agreement (1.01) | Jul 21, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 21, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 5, 2026 | filing ↗ |
| Earnings (2.02) | May 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 5, 2026 | filing ↗ |
| Earnings (2.02) | Mar 2, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 2, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 2, 2026 | filing ↗ |
| Material agreement (1.01) | Dec 16, 2025 | filing ↗ |
| New financial obligation (2.03) | Dec 16, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 16, 2025 | filing ↗ |
| Other events (8.01) | Dec 11, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 11, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Dec 11, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 11, 2025 | filing ↗ |
| Officer/director changes (5.02) | Nov 12, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 12, 2025 | filing ↗ |
| Earnings (2.02) | Nov 10, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 10, 2025 | filing ↗ |