Surgery Partners, Inc.
SGRYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Surgery Partners, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 12 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 9, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 2026-03-31 | 422 | $5.03K | SEC filing |
| Clearline Capital LP | 2026-03-31 | 314,144 | $3.74M | SEC filing |
| FIRST TRUST ADVISORS LP | 2026-03-31 | 40,738 | $486K | SEC filing |
| KENNEDY CAPITAL MANAGEMENT LLC | 2026-03-31 | 156,622 | $1.87M | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 336,384 | $3.9M | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 192 | $2.29K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 19,686 | $235K | SEC filing |
| TIG Advisors, LLC | 2026-03-31 | 86,212 | $1.03M | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 5,296,411 | $63.1M | SEC filing |
| Transamerica Financial Advisors, LLC | 2026-03-31 | 10 | $119 | SEC filing |
| Clear Harbor Asset Management, LLC | 2026-03-31 | 20,851 | $249K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 166,797 | $1.99M | SEC filing |
| DARK FOREST CAPITAL MANAGEMENT LP | 2026-03-31 | 90,198 | $1.08M | SEC filing |
| Kilter Group LLC | 2026-03-31 | 178 | $2.12K | SEC filing |
| Sunrise Financial Services, LLC | 2026-03-31 | 36 | $429 | SEC filing |
| KBC Group NV | 2026-03-31 | 2,555 | Not shown | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 12,826 | $153K | SEC filing |
| HARBOR CAPITAL ADVISORS, INC. | 2026-03-31 | 1,645 | Not shown | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 4,068 | $48.5K | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 20,488 | $244K | SEC filing |
- Each value is checked against Surgery Partners, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Surgery Partners, Inc.'s share price.
120 filers have only one report here.
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-16 | Doherty David T · Chief Financial Officer | Common Stock | S — Open market or private sale | −8,867 | 12.50 | SEC filing |
| 2026-03-16 | Evans Jason Eric · Chief Executive Officer | Common Stock | S — Open market or private sale | −20,400 | 12.47 | SEC filing |
| 2026-03-13 | Burkhalter Danielle · Chief Human Resources Officer | Common Stock | S — Open market or private sale | −3,469 | 12.83 | SEC filing |
| 2026-03-13 | Brittenham Marissa · Chief Strategy Officer | Common Stock | S — Open market or private sale | −3,657 | 12.54 | SEC filing |
| 2026-03-12 | Baldock Jennifer · Chief Admin & Dev Officer | Common Stock | S — Open market or private sale | −5,798 | 13.17 | SEC filing |
| 2026-03-06 | Evans Jason Eric · Chief Executive Officer | Common Stock | S — Open market or private sale | −11,462 | 13.79 | SEC filing |
| 2026-03-06 | Webb William Trenton · American Group President | Common Stock | S — Open market or private sale | −272 | 13.93 | SEC filing |
| 2026-03-06 | Baldock Jennifer · Chief Admin & Dev Officer | Common Stock | S — Open market or private sale | −10,082 | 13.70 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-05 | HENDRIX BLAIR E · Director, 10% owner | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | TURNER BRENT · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | Forese Laura L · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | Deane John A · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | ADLERZ CLIFFORD G · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | DeLuca Teresa · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-06-05 | Dean Lloyd H · Director | Common Stock | A — Grant, award, or other acquisition | +11,670 | SEC filing |
| 2026-03-05 | Baldock Jennifer · Chief Admin & Dev Officer | Common Stock | A — Grant, award, or other acquisition | +42,523 | SEC filing |
Showing 8 of 19 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-12-19 | HENDRIX BLAIR E · Director, 10% owner | Common Stock | J — Other acquisition or disposition | −474,407 | SEC filing |
| 2023-12-19 | O'Reilly T. Devin · Director, 10% owner | Common Stock | J — Other acquisition or disposition | −474,407 | SEC filing |
| 2023-12-19 | BAIN CAPITAL INVESTORS LLC · Director, 10% owner | Common Stock | J — Other acquisition or disposition | −474,407 | SEC filing |
| 2023-12-19 | Kaplan Andrew T. · Director, 10% owner | Common Stock | J — Other acquisition or disposition | −474,407 | SEC filing |
Showing 4 of 4 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.