Surgery Partners, Inc. (SGRY) Insider Trading
Over the last 3 months, SGRY insiders made 2 open-market buys and 0 sales, a net purchase of $305K (SEC Form 4). Over the last 6 months, 141 institutions increased and 104 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
2
Sells (3m)
0
Net (3m)
$304.7K
Insiders buying
Insider trades by month Buys Sells
Feb
Mar
Aug
Sep
Mar
Aug
Context3-month price +5.4%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 20, 2026 | DeLuca Teresadirector | Buy | 11,250 | $14.33 |
| Aug 19, 2026 | DeLuca Teresadirector | Buy | 10,000 | $14.35 |
| Jul 14, 2026 | HENDRIX BLAIR Edirector | Grant | 34,364 | $14.55 |
| Jun 9, 2026 | Forese Laura Ldirector | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | TURNER BRENTdirector | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | DeLuca Teresadirector | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | Dean Lloyd Hdirector | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | HENDRIX BLAIR Edirector, 10 percent owner: | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | ADLERZ CLIFFORD Gdirector | Grant | 11,670 | $13.71 |
| Jun 9, 2026 | Deane John Adirector | Grant | 11,670 | $13.71 |
| Mar 16, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Sell | 5,798 | $13.17 |
| Mar 16, 2026 | Doherty David Tofficer: Chief Financial Officer | Sell | 8,867 | $12.50 |
| Mar 16, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Sell | 3,657 | $12.54 |
| Mar 16, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Sell | 3,469 | $12.83 |
| Mar 16, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Sell | 20,400 | $12.47 |
| Mar 9, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Grant | 136,363 | $14.11 |
| Mar 9, 2026 | Doherty David Tofficer: Chief Financial Officer | Sell | 14,574 | $13.84 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Grant | 17,717 | $14.11 |
| Mar 9, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Sell | 11,462 | $13.79 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Grant | 9,150 | $14.11 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Grant | 16,363 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Grant | 11,438 | $14.11 |
| Mar 9, 2026 | Oppenheimer Justin Robertofficer: COO & National Group President | Grant | 42,523 | $14.11 |
| Mar 9, 2026 | Doherty David Tofficer: Chief Financial Officer | Grant | 54,545 | $14.11 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Sell | 8,785 | $13.70 |
| Mar 9, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Grant | 22,875 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Grant | 20,454 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Sell | 272 | $13.93 |
| Mar 9, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Grant | 16,363 | $14.11 |
| Mar 9, 2026 | Doherty David Tofficer: Chief Financial Officer | Grant | 56,697 | $14.11 |
Source: SGRY SEC Form 4 filings, latest Aug 20, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their SGRY positions over the last 6 months (SEC Form 13F).
Increased
141
New positions
73
Reduced
104
Sold out
30
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | Unchanged | 49.9M | May 15, 2026 |
| BAIN CAPITAL INVESTORS LLC | Unchanged | 49.9M | Aug 14, 2026 |
| Jupiter Topco LLC | New Position | 13.9M | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | Increased | 13.5M | May 18, 2026 |
| PENTWATER CAPITAL MANAGEMENT LP | Increased | 12.7M | May 15, 2026 |
| Pentwater Capital Management LP | Reduced | 11.6M | Aug 14, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | Unchanged | 10.2M | May 15, 2026 |
| UBS GROUP AG | Increased | 10.2M | May 5, 2026 |
| UBS Group AG | Reduced | 8.6M | Aug 13, 2026 |
| BlackRock, Inc. | Increased | 6.2M | Aug 7, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | Reduced | 6.1M | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Increased | 5.9M | Aug 14, 2026 |
| BLACKROCK, INC. | Reduced | 5.7M | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 5.3M | May 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 4.9M | Aug 11, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.