SGRY's three largest insider shareholders as of March 23, 2026 are T. Devin O'Reilly (Director, 49.95Mn shares), Andrew T. Kaplan (Director, 49.95Mn shares), Jason Eric Evans (Chief Executive Officer, 940.79K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| T. Devin O'Reilly | 0 | 49,946,972 | 21 Dec, 2023 | |
| Andrew T. Kaplan | 0 | 49,946,972 | 21 Dec, 2023 | |
| Jason Eric Evans | Chief Executive Officer | 940,786 | 0 | 09 Mar, 2026 |
| Jason Eric Evans | Chief Executive Officer | 920,386 | 0 | 16 Mar, 2026 |
| Jennifer Baldock | Chief Admin Dev Officer | 332,272 | 0 | 09 Mar, 2026 |
| Jennifer Baldock | Chief Admin Dev Officer | 326,474 | 0 | 16 Mar, 2026 |
| David T Doherty | Chief Financial Officer | 230,546 | 0 | 09 Mar, 2026 |
| David T Doherty | Chief Financial Officer | 221,679 | 0 | 16 Mar, 2026 |
| Thomas F. Cowhey | Chief Financial Officer | 143,573 | 0 | 07 May, 2021 |
| Justin Robert Oppenheimer | Coo National Group President | 120,259 | 0 | 09 Mar, 2026 |
| Harrison R. Bane | National Group President | 117,181 | 0 | 08 Sep, 2025 |
| Wayne S Deveydt | Exec Chairman Of The Board | 105,203 | 0 | 25 Mar, 2025 |
| William Trenton Webb | American Group President | 104,347 | 0 | 09 Mar, 2026 |
| Anthony Taparo | Chief Growth Officer | 102,321 | 0 | 13 Mar, 2024 |
| Marissa Brittenham | Chief Strategy Officer | 97,853 | 0 | 09 Mar, 2026 |
| Marissa Brittenham | Chief Strategy Officer | 94,196 | 0 | 16 Mar, 2026 |
| Danielle Burkhalter | Chief Human Resources Officer | 80,333 | 0 | 09 Mar, 2026 |
| Danielle Burkhalter | Chief Human Resources Officer | 76,864 | 0 | 16 Mar, 2026 |
| Brent Turner | 74,924 | 0 | 12 Jun, 2025 | |
| Bradley R. Owens | National Group President | 72,338 | 0 | 03 Jun, 2024 |
| Teresa Deluca | 45,173 | 0 | 15 Aug, 2025 | |
| Laura L. Brocklehurst | Chief Human Resources Officer | 41,424 | 0 | 14 Nov, 2022 |
| John A Deane | 34,252 | 0 | 12 Jun, 2025 | |
| George Goodwin | American Group President | 27,806 | 0 | 08 Jun, 2022 |
| Laura L Forese | 6,861 | 0 | 12 Jun, 2025 | |
| Patricia Anne Maryland | 4,565 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | Danielle Burkhalter | Common Stock | D | 3,469 | $12.83 | 76,864 | D | S |
| 16 Mar, 2026 | Jason Eric Evans | Common Stock | D | 20,400 | $12.47 | 920,386 | D | S |
| 13 Mar, 2026 | Marissa Brittenham | Common Stock | D | 3,657 | $12.54 | 94,196 | D | S |
| 06 Mar, 2026 | Jason Eric Evans | Common Stock | D | 11,462 | $13.79 | 662,680 | D | S |
| 06 Mar, 2026 | Danielle Burkhalter | Common Stock | D | 7,736 | $13.60 | 37,103 | D | S |
| 06 Mar, 2026 | William Trenton Webb | Common Stock | D | 272 | $13.93 | 74,249 | D | S |
| 05 Mar, 2026 | Justin Robert Oppenheimer | Common Stock | A | 42,523 | $14.11 | 120,259 | D | A |
| 05 Mar, 2026 | Jennifer Baldock | Common Stock | A | 42,523 | $14.11 | 278,570 | D | A |
| 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 |
| 06 Mar, 2026 | David T Doherty | Common Stock | D | 14,574 | $13.84 | 88,803 | 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 | Marissa Brittenham | Common Stock | D | 8,785 | $13.70 | 54,623 | D | S |
| 05 Mar, 2026 | Jennifer Baldock | Common Stock | A | 40,909 | $14.11 | 319,479 | D | A |
| 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 |