Surgery Partners's top three insider shareholders as of July 01, 2026 are T. Devin O'Reilly (Director, 58.25Mn shares), Blair E Hendrix (Director, 58.25Mn shares), Blair E Hendrix (Director, 49.95Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital Investors Llc Bain | - | 0 | 49,946,972 | 21 Dec, 2023 |
| Brent Turner | - | 74,924 | 0 | 12 Jun, 2025 |
| Blair E Hendrix | - | 0 | 58,248,249 | 23 Nov, 2022 |
| Clifford G Adlerz | - | 57,434 | 0 | 12 Jun, 2025 |
| Wayne S Deveydt | Exec Chairman Of The Board | 105,203 | 0 | 25 Mar, 2025 |
| Laura L Forese | - | 6,861 | 0 | 12 Jun, 2025 |
| Jennifer Baldock | Chief Admin Dev Officer | 326,474 | 0 | 16 Mar, 2026 |
| Jason Eric Evans | Chief Executive Officer | 920,386 | 0 | 16 Mar, 2026 |
| Teresa Deluca | - | 45,173 | 0 | 15 Aug, 2025 |
| T. Devin O'Reilly | - | 0 | 58,248,249 | 23 Nov, 2022 |
| Anthony Taparo | Chief Growth Officer | 102,321 | 0 | 13 Mar, 2024 |
| George Goodwin | American Group President | 27,806 | 0 | 08 Jun, 2022 |
| Andrew T. Kaplan | - | 0 | 49,946,972 | 21 Dec, 2023 |
| John A Deane | - | 34,252 | 0 | 12 Jun, 2025 |
| Patricia Anne Maryland | - | 4,565 | 0 | 13 Aug, 2025 |
| Bradley R. Owens | National Group President | 72,338 | 0 | 03 Jun, 2024 |
| Laura L. Brocklehurst | Chief Human Resources Officer | 41,424 | 0 | 14 Nov, 2022 |
| Marissa Brittenham | Chief Strategy Officer | 94,196 | 0 | 16 Mar, 2026 |
| David T Doherty | Chief Financial Officer | 221,679 | 0 | 16 Mar, 2026 |
| Harrison R. Bane | National Group President | 117,181 | 0 | 08 Sep, 2025 |
| Danielle Burkhalter | Chief Human Resources Officer | 76,864 | 0 | 16 Mar, 2026 |
| William Trenton Webb | American Group President | 104,347 | 0 | 09 Mar, 2026 |
| Justin Robert Oppenheimer | Coo National Group President | 120,259 | 0 | 09 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Danielle Burkhalter | Common Stock | D | 3,469 | $12.83 | 76,864 | D | S |
| 12 Mar, 2026 | Jennifer Baldock | Common Stock | D | 5,798 | $13.17 | 326,474 | D | S |
| 13 Mar, 2026 | Marissa Brittenham | Common Stock | D | 3,657 | $12.54 | 94,196 | D | S |
| 16 Mar, 2026 | David T Doherty | Common Stock | D | 8,867 | $12.50 | 221,679 | D | S |
| 16 Mar, 2026 | Jason Eric Evans | Common Stock | D | 20,400 | $12.47 | 920,386 | D | S |
| 06 Mar, 2026 | Marissa Brittenham | Common Stock | D | 8,785 | $13.70 | 54,623 | D | S |
| 06 Mar, 2026 | Jason Eric Evans | Common Stock | D | 11,462 | $13.79 | 662,680 | D | S |
| 05 Mar, 2026 | Jennifer Baldock | Common Stock | A | 42,523 | $14.11 | 278,570 | D | A |
| 05 Mar, 2026 | Justin Robert Oppenheimer | Common Stock | A | 42,523 | $14.11 | 120,259 | D | A |
| 06 Mar, 2026 | William Trenton Webb | Common Stock | D | 272 | $13.93 | 74,249 | D | S |
| 06 Mar, 2026 | William Trenton Webb | Common Stock | D | 272 | $13.93 | 74,249 | D | S |
| 06 Mar, 2026 | Danielle Burkhalter | Common Stock | D | 7,736 | $13.60 | 37,103 | D | S |
| 06 Mar, 2026 | David T Doherty | Common Stock | D | 14,574 | $13.84 | 88,803 | D | S |
| 06 Mar, 2026 | William Trenton Webb | Common Stock | D | 272 | $13.93 | 74,249 | D | S |
| 05 Mar, 2026 | Jason Eric Evans | Common Stock | A | 141,743 | $14.11 | 804,423 | D | A |
| 05 Mar, 2026 | Marissa Brittenham | Common Stock | A | 17,717 | $14.11 | 72,340 | D | A |
| 05 Mar, 2026 | William Trenton Webb | Common Stock | D | 1,794 | $13.86 | 72,455 | D | S |
| 05 Mar, 2026 | William Trenton Webb | Common Stock | D | 1,794 | $13.86 | 72,455 | D | S |
| 05 Mar, 2026 | William Trenton Webb | Common Stock | D | 1,794 | $13.86 | 72,455 | D | S |
| 05 Mar, 2026 | David T Doherty | Common Stock | A | 56,697 | $14.11 | 145,500 | D | A |