Surgery Partners SGRY Insider Ownership

NASDAQ SGRY
$14.18 +0.20 (+1.43%)
As of: Sep 3, 2026 · 3:59 PM EDT

Insider Holdings by Owner

152.50Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
39.99%
■0% pp QoQ
Shares Held by Insiders
50.87Mn
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
127.21Mn
127,206,000 shares
Direct Holdings
920.39K
Indirect: 49.95Mn
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
23
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

SGRY's three largest insider shareholders as of August 29, 2026 are T. Devin O'Reilly (Director, 58.25Mn shares), Blair E Hendrix (Director, 58.25Mn shares), T. Devin O'Reilly (Director, 49.95Mn shares).

Form 4 Holdings

Insiders Holding SGRY

Insiders 23
Shares held 152.50Mn
Of outstanding 119.89%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Capital Investors Llc Bain Director, TenPercentOwner 0 49,946,972 49,946,972 32.8% 21 Dec, 2023
2 Andrew T. Kaplan Director, TenPercentOwner 0 49,946,972 49,946,972 32.8% 21 Dec, 2023
3 T. Devin O'Reilly Director, TenPercentOwner 0 49,946,972 49,946,972 32.8% 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 Teresa Deluca Director 66,843 0 66,843 0.0% 19 Aug, 2026
17 Clifford G Adlerz Director 57,434 0 57,434 0.0% 12 Jun, 2025
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 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.

Form 4 Filings

646 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
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 Laura L Forese Director Acquired A 11,670 $13.71 $160.00K 18,531 Direct
05 Jun, 2026 Brent Turner Director Acquired A 11,670 $13.71 $160.00K 86,594 Direct
05 Jun, 2026 Blair E Hendrix Director, TenPercentOwner Acquired A 11,670 $13.71 $160.00K 18,531 Direct
05 Jun, 2026 John A Deane Director Acquired A 11,670 $13.71 $160.00K 45,922 Direct
05 Jun, 2026 Teresa Deluca Director Acquired A 11,670 $13.71 $160.00K 56,843 Direct
12 Mar, 2026 Jennifer Baldock Chief Admin Dev Officer Disposed S 5,798 $13.17 $76.36K 326,474 Direct
13 Mar, 2026 Danielle Burkhalter Chief Human Resources Officer Disposed S 3,469 $12.83 $44.51K 76,864 Direct
16 Mar, 2026 David T Doherty Chief Financial Officer Disposed S 8,867 $12.50 $110.84K 221,679 Direct
13 Mar, 2026 Marissa Brittenham Chief Strategy Officer Disposed S 3,657 $12.54 $45.86K 94,196 Direct
16 Mar, 2026 Jason Eric Evans Chief Executive Officer Disposed S 20,400 $12.47 $254.39K 920,386 Direct
06 Mar, 2026 Danielle Burkhalter Chief Human Resources Officer Disposed S 7,736 $13.60 $105.21K 37,103 Direct
06 Mar, 2026 David T Doherty Chief Financial Officer Disposed S 14,574 $13.84 $201.70K 88,803 Direct
06 Mar, 2026 Marissa Brittenham Chief Strategy Officer Disposed S 8,785 $13.70 $120.35K 54,623 Direct
06 Mar, 2026 William Trenton Webb American Group President Disposed S 272 $13.93 $3.79K 74,249 Direct
06 Mar, 2026 William Trenton Webb American Group President Disposed S 272 $13.93 $3.79K 74,249 Direct
06 Mar, 2026 William Trenton Webb American Group President Disposed S 272 $13.93 $3.79K 74,249 Direct
05 Mar, 2026 Justin Robert Oppenheimer Coo National Group President Acquired A 42,523 $14.11 $600.00K 120,259 Direct
05 Mar, 2026 Jennifer Baldock Chief Admin Dev Officer Acquired A 42,523 $14.11 $600.00K 278,570 Direct