As of September 29, 2026, Surgery Partners's top three insider holders are Blair E Hendrix (Director, 58.25Mn shares), T. Devin O'Reilly (Director, 58.25Mn shares), Capital Investors Llc Bain (Director, 49.95Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investors Llc Bain | Director, TenPercentOwner | 0 | 49,946,972 | 49,946,972 | 32.7% | 21 Dec, 2023 |
| 2 | Andrew T. Kaplan | Director, TenPercentOwner | 0 | 49,946,972 | 49,946,972 | 32.7% | 21 Dec, 2023 |
| 3 | T. Devin O'Reilly | Director, TenPercentOwner | 0 | 49,946,972 | 49,946,972 | 32.7% | 21 Dec, 2023 |
| 4 | Jason Eric Evans | Chief Executive Officer | 920,386 | 0 | 920,386 | 0.6% | 16 Mar, 2026 |
| 5 | Jennifer Baldock | Chief Admin Dev Officer | 326,474 | 0 | 326,474 | 0.2% | 16 Mar, 2026 |
| 6 | David T Doherty | Chief Financial Officer | 221,679 | 0 | 221,679 | 0.1% | 16 Mar, 2026 |
| 7 | Justin Robert Oppenheimer | Coo National Group President | 120,259 | 0 | 120,259 | 0.1% | 09 Mar, 2026 |
| 8 | Harrison R. Bane | National Group President | 117,181 | 0 | 117,181 | 0.1% | 08 Sep, 2025 |
| 9 | Wayne S Deveydt | Exec Chairman Of The Board | 105,203 | 0 | 105,203 | 0.1% | 25 Mar, 2025 |
| 10 | William Trenton Webb | American Group President | 104,347 | 0 | 104,347 | 0.1% | 09 Mar, 2026 |
| 11 | Anthony Taparo | Chief Growth Officer | 102,321 | 0 | 102,321 | 0.1% | 13 Mar, 2024 |
| 12 | Marissa Brittenham | Chief Strategy Officer | 94,196 | 0 | 94,196 | 0.1% | 16 Mar, 2026 |
| 13 | Brent Turner | Director | 86,594 | 0 | 86,594 | 0.1% | 09 Jun, 2026 |
| 14 | Danielle Burkhalter | Chief Human Resources Officer | 76,864 | 0 | 76,864 | 0.1% | 16 Mar, 2026 |
| 15 | Bradley R. Owens | National Group President | 72,338 | 0 | 72,338 | 0.0% | 03 Jun, 2024 |
| 16 | Clifford G Adlerz | Director | 69,104 | 0 | 69,104 | 0.0% | 09 Jun, 2026 |
| 17 | Teresa Deluca | Director | 68,093 | 0 | 68,093 | 0.0% | 20 Aug, 2026 |
| 18 | Blair E Hendrix | Director | 52,895 | 0 | 52,895 | 0.0% | 14 Jul, 2026 |
| 19 | John A Deane | Director | 45,922 | 0 | 45,922 | 0.0% | 09 Jun, 2026 |
| 20 | Laura L. Brocklehurst | Chief Human Resources Officer | 41,424 | 0 | 41,424 | 0.0% | 14 Nov, 2022 |
| 21 | George Goodwin | American Group President | 27,806 | 0 | 27,806 | 0.0% | 08 Jun, 2022 |
| 22 | Laura L Forese | Director | 18,531 | 0 | 18,531 | 0.0% | 09 Jun, 2026 |
| 23 | Lloyd H Dean | Director | 11,670 | 0 | 11,670 | 0.0% | 09 Jun, 2026 |
| 24 | Patricia Anne Maryland | Director | 4,565 | 0 | 4,565 | 0.0% | 13 Aug, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 18 Aug, 2026 | Teresa Deluca | Director | Acquired P | 11,250 | $14.33 | $161.21K | 68,093 | Direct |
| 18 Aug, 2026 | Teresa Deluca | Director | Acquired P | 10,000 | $14.35 | $143.50K | 66,843 | Direct |
| 18 Jun, 2026 | Blair E Hendrix | Director | Acquired A | 34,364 | $14.55 | $500.00K | 52,895 | Direct |
| 05 Jun, 2026 | Lloyd H Dean | Director | Acquired A | 11,670 | $13.71 | $160.00K | 11,670 | Direct |
| 05 Jun, 2026 | Blair E Hendrix | Director, TenPercentOwner | Acquired A | 11,670 | $13.71 | $160.00K | 18,531 | Direct |
| 05 Jun, 2026 | Laura L Forese | Director | Acquired A | 11,670 | $13.71 | $160.00K | 18,531 | Direct |
| 05 Jun, 2026 | Teresa Deluca | Director | Acquired A | 11,670 | $13.71 | $160.00K | 56,843 | Direct |
| 05 Jun, 2026 | Brent Turner | Director | Acquired A | 11,670 | $13.71 | $160.00K | 86,594 | Direct |
| 05 Jun, 2026 | Clifford G Adlerz | Director | Acquired A | 11,670 | $13.71 | $160.00K | 69,104 | Direct |
| 05 Jun, 2026 | John A Deane | Director | Acquired A | 11,670 | $13.71 | $160.00K | 45,922 | Direct |
| 16 Mar, 2026 | Jason Eric Evans | Chief Executive Officer | Disposed S | 20,400 | $12.47 | $254.39K | 920,386 | Direct |
| 13 Mar, 2026 | Danielle Burkhalter | Chief Human Resources Officer | Disposed S | 3,469 | $12.83 | $44.51K | 76,864 | Direct |
| 13 Mar, 2026 | Marissa Brittenham | Chief Strategy Officer | Disposed S | 3,657 | $12.54 | $45.86K | 94,196 | Direct |
| 16 Mar, 2026 | David T Doherty | Chief Financial Officer | Disposed S | 8,867 | $12.50 | $110.84K | 221,679 | Direct |
| 12 Mar, 2026 | Jennifer Baldock | Chief Admin Dev Officer | Disposed S | 5,798 | $13.17 | $76.36K | 326,474 | Direct |
| 06 Mar, 2026 | William Trenton Webb | American Group President | Disposed S | 272 | $13.93 | $3.79K | 74,249 | Direct |
| 05 Mar, 2026 | Jennifer Baldock | Chief Admin Dev Officer | Acquired A | 42,523 | $14.11 | $600.00K | 278,570 | Direct |
| 05 Mar, 2026 | Justin Robert Oppenheimer | Coo National Group President | Acquired A | 42,523 | $14.11 | $600.00K | 120,259 | Direct |
| 06 Mar, 2026 | Jason Eric Evans | Chief Executive Officer | Disposed S | 11,462 | $13.79 | $158.06K | 662,680 | Direct |
| 06 Mar, 2026 | Marissa Brittenham | Chief Strategy Officer | Disposed S | 8,785 | $13.70 | $120.35K | 54,623 | Direct |