Data spanning the past 90 days through December 24, 2025 reveals that Surgery Partners's three principal insider shareholders consist of National Group President Harrison R. Bane (117.18K shares), Chief Financial Officer David T Doherty (103.38K shares), National Group President Bradley R. Owens (72.34K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Blair E Hendrix | 99,900,805 | 12 Jun, 2025 | |
| T. Devin O'Reilly | 49,946,972 | 21 Dec, 2023 | |
| Capital Investors Llc Bain | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Sep, 2025 | Harrison R. Bane | Common Stock | D | 5,726 | $22.48 | 120,794 | D | S |
| 04 Sep, 2025 | Harrison R. Bane | Common Stock | D | 3,613 | $22.48 | 117,181 | D | S |
| 11 Aug, 2025 | Teresa Deluca | Common Stock | D | 20,018 | $22.74 | 45,173 | D | S |
| 11 Aug, 2025 | Patricia Anne Maryland | Common Stock | D | 20,018 | $22.74 | 4,565 | D | S |
| 08 Aug, 2025 | David T Doherty | Common Stock | D | 47,491 | $23.39 | 103,377 | D | S |
| 10 Jun, 2025 | Patricia Anne Maryland | Common Stock | A | 6,861 | $23.32 | 24,583 | D | A |
| 10 Jun, 2025 | John A Deane | Common Stock | A | 6,861 | $23.32 | 34,252 | D | A |
| 10 Jun, 2025 | Teresa Deluca | Common Stock | A | 6,861 | $23.32 | 65,191 | D | A |
| 10 Jun, 2025 | Clifford G Adlerz | Common Stock | A | 6,861 | $23.32 | 57,434 | D | A |
| 10 Jun, 2025 | Blair E Hendrix | Common Stock | A | 6,861 | $23.32 | 49,953,833 | D | A |
| 10 Jun, 2025 | Brent Turner | Common Stock | A | 6,861 | $23.32 | 74,924 | D | A |
| 10 Jun, 2025 | Laura L Forese | - | - | 6,861 | D | |||
| 10 Jun, 2025 | Laura L Forese | Common Stock | A | 6,861 | $23.32 | 6,861 | D | A |
| 21 Mar, 2025 | Wayne S Deveydt | - | - | 105,203 | D | |||
| 21 Mar, 2025 | Wayne S Deveydt | Common Stock | A | 4,233 | $24.21 | 105,203 | D | A |
| 14 Mar, 2025 | Danielle Burkhalter | Common Stock | D | 74 | $23.78 | 44,839 | D | S |
| 14 Mar, 2025 | Jennifer Baldock | Common Stock | D | 612 | $23.94 | 236,047 | D | S |
| 14 Mar, 2025 | William Trenton Webb | Common Stock | D | 138 | $23.70 | 74,521 | D | S |
| 10 Mar, 2025 | Danielle Burkhalter | Common Stock | D | 1,240 | $24.14 | 44,913 | D | S |
| 10 Mar, 2025 | David T Doherty | Common Stock | D | 6,733 | $24.02 | 150,868 | D | S |