Surgery Partners's three largest insider shareholders as of May 30, 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Mar, 2026 | Jason Eric Evans | Common Stock | D | 20,400 | $12.47 | 920,386 | D | S |
| 16 Mar, 2026 | David T Doherty | Common Stock | D | 8,867 | $12.50 | 221,679 | 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 |
| 13 Mar, 2026 | Danielle Burkhalter | Common Stock | D | 3,469 | $12.83 | 76,864 | D | S |
| 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 | 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 |
| 06 Mar, 2026 | William Trenton Webb | Common Stock | D | 272 | $13.93 | 74,249 | D | S |
| 06 Mar, 2026 | David T Doherty | Common Stock | D | 14,574 | $13.84 | 88,803 | D | S |
| 05 Mar, 2026 | Jennifer Baldock | Common Stock | A | 42,523 | $14.11 | 278,570 | D | A |
| 06 Mar, 2026 | Danielle Burkhalter | Common Stock | D | 7,736 | $13.60 | 37,103 | D | S |
| 05 Mar, 2026 | David T Doherty | Common Stock | A | 56,697 | $14.11 | 145,500 | D | A |
| 05 Mar, 2026 | Jason Eric Evans | Common Stock | A | 141,743 | $14.11 | 804,423 | D | A |
| 05 Mar, 2026 | Danielle Burkhalter | Common Stock | A | 17,717 | $14.11 | 54,820 | D | A |
| 05 Mar, 2026 | Jennifer Baldock | Common Stock | A | 40,909 | $14.11 | 319,479 | D | A |
| 05 Mar, 2026 | William Trenton Webb | Common Stock | D | 1,794 | $13.86 | 72,455 | D | S |
| 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 |