According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Surgery Partners are Director Blair E Hendrix (99.90Mn shares), Director T. Devin O'Reilly (49.95Mn shares), Director Andrew T. Kaplan (49.95Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Blair E Hendrix | 99,900,805 | 12 Jun, 2025 | |
| Capital Investors Llc Bain | 49,946,972 | 21 Dec, 2023 | |
| T. Devin O'Reilly | 49,946,972 | 21 Dec, 2023 | |
| Andrew T. Kaplan | 49,946,972 | 21 Dec, 2023 | |
| Jason Eric Evans | Chief Executive Officer | 674,142 | 06 Mar, 2025 |
| Jennifer Baldock | Chief Admin & Dev Officer | 236,047 | 17 Mar, 2025 |
| Thomas F. Cowhey | Chief Financial Officer | 143,573 | 07 May, 2021 |
| Harrison R. Bane | National Group President | 117,181 | 08 Sep, 2025 |
| Wayne S Deveydt | Exec Chairman Of The Board | 105,203 | 25 Mar, 2025 |
| David T Doherty | Chief Financial Officer | 103,377 | 08 Aug, 2025 |
| Anthony Taparo | Chief Growth Officer | 102,321 | 13 Mar, 2024 |
| Justin Robert Oppenheimer | Coo & National Group President | 77,736 | 15 Jan, 2026 |
| Brent Turner | 74,924 | 12 Jun, 2025 | |
| William Trenton Webb | American Group President | 74,521 | 17 Mar, 2025 |
| Bradley R. Owens | National Group President | 72,338 | 03 Jun, 2024 |
| Marissa Brittenham | Chief Strategy Officer | 63,408 | 13 Mar, 2025 |
| Clifford G Adlerz | 57,434 | 12 Jun, 2025 | |
| Teresa Deluca | 45,173 | 15 Aug, 2025 | |
| Danielle Burkhalter | Chief Human Resources Officer | 44,839 | 17 Mar, 2025 |
| Laura L. Brocklehurst | Chief Human Resources Officer | 41,424 | 14 Nov, 2022 |
| John A Deane | 34,252 | 12 Jun, 2025 | |
| George Goodwin | American Group President | 27,806 | 08 Jun, 2022 |
| Laura L Forese | 6,861 | 12 Jun, 2025 | |
| Patricia Anne Maryland | 4,565 | 13 Aug, 2025 |
* 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 Jan, 2026 | Justin Robert Oppenheimer | Common Stock | A | 77,736 | $16.08 | 77,736 | D | A |
| 04 Sep, 2025 | Harrison R. Bane | - | - | 117,181 | D | |||
| 04 Sep, 2025 | Harrison R. Bane | Common Stock | D | 3,613 | $22.48 | 117,181 | D | S |
| 04 Sep, 2025 | Harrison R. Bane | - | - | 120,794 | D | |||
| 04 Sep, 2025 | Harrison R. Bane | Common Stock | D | 5,726 | $22.48 | 120,794 | D | S |
| 11 Aug, 2025 | Teresa Deluca | Common Stock | D | 20,018 | $22.74 | 45,173 | D | S |
| 11 Aug, 2025 | Patricia Anne Maryland | - | - | 4,565 | D | |||
| 11 Aug, 2025 | Patricia Anne Maryland | Common Stock | D | 20,018 | $22.74 | 4,565 | D | S |
| 08 Aug, 2025 | David T Doherty | - | - | 103,377 | D | |||
| 08 Aug, 2025 | David T Doherty | Common Stock | D | 47,491 | $23.39 | 103,377 | D | S |
| 10 Jun, 2025 | Brent Turner | Common Stock | A | 6,861 | $23.32 | 74,924 | D | A |
| 10 Jun, 2025 | Brent Turner | - | - | 74,924 | D | |||
| 10 Jun, 2025 | Blair E Hendrix | Common Stock | A | 6,861 | $23.32 | 49,953,833 | D | A |
| 10 Jun, 2025 | Clifford G Adlerz | Common Stock | A | 6,861 | $23.32 | 57,434 | D | A |
| 10 Jun, 2025 | Laura L Forese | Common Stock | A | 6,861 | $23.32 | 6,861 | D | A |
| 10 Jun, 2025 | Teresa Deluca | Common Stock | A | 6,861 | $23.32 | 65,191 | D | A |
| 10 Jun, 2025 | John A Deane | Common Stock | A | 6,861 | $23.32 | 34,252 | D | A |
| 10 Jun, 2025 | Patricia Anne Maryland | Common Stock | A | 6,861 | $23.32 | 24,583 | D | A |
| 21 Mar, 2025 | Wayne S Deveydt | Common Stock | A | 4,233 | $24.21 | 105,203 | D | A |
| 21 Mar, 2025 | Wayne S Deveydt | - | - | 105,203 | D |