Surgery Partners, Inc. (SGRY) Insider Trading
Over the last 3 months, SGRY insiders made 0 open-market buys and 12 sales, a net sale of -$1.3M (SEC Form 4). Over the last 6 months, 144 institutions increased and 117 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
12
Net (3m)
-$1.3M
Insider trades by month Buys Sells
Sep
Feb
Mar
Aug
Sep
Mar
Context3-month price -4%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Mar 16, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Sell | 3,657 | $12.54 |
| Mar 16, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Sell | 20,400 | $12.47 |
| Mar 16, 2026 | Doherty David Tofficer: Chief Financial Officer | Sell | 8,867 | $12.50 |
| Mar 16, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Sell | 5,798 | $13.17 |
| Mar 16, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Sell | 3,469 | $12.83 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Grant | 17,717 | $14.11 |
| Mar 9, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Grant | 17,717 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Grant | 20,454 | $14.11 |
| Mar 9, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Grant | 22,875 | $14.11 |
| Mar 9, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Grant | 9,150 | $14.11 |
| Mar 9, 2026 | Doherty David Tofficer: Chief Financial Officer | Grant | 54,545 | $14.11 |
| Mar 9, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Sell | 10,082 | $13.70 |
| Mar 9, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Sell | 11,462 | $13.79 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Sell | 1,794 | $13.86 |
| 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 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Sell | 8,785 | $13.70 |
| Mar 9, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Grant | 40,909 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Grant | 11,438 | $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 | 16,363 | $14.11 |
| Mar 9, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Grant | 141,743 | $14.11 |
| Mar 9, 2026 | Brittenham Marissaofficer: Chief Strategy Officer | Grant | 9,150 | $14.11 |
| Mar 9, 2026 | Burkhalter Danielleofficer: Chief Human Resources Officer | Sell | 7,736 | $13.60 |
| Mar 9, 2026 | Evans Jason Ericofficer: Chief Executive Officer | Grant | 136,363 | $14.11 |
| Mar 9, 2026 | Webb William Trentonofficer: American Group President | Sell | 272 | $13.93 |
| Mar 9, 2026 | Doherty David Tofficer: Chief Financial Officer | Grant | 30,501 | $14.11 |
| Mar 9, 2026 | Baldock Jenniferofficer: Chief Admin & Dev Officer | Grant | 42,523 | $14.11 |
| Mar 9, 2026 | Oppenheimer Justin Robertofficer: COO & National Group President | Grant | 42,523 | $14.11 |
| Jan 15, 2026 | Oppenheimer Justin Robertofficer: COO & National Group President | Grant | 77,736 | $16.08 |
Source: SGRY SEC Form 4 filings, latest Mar 16, 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
144
New positions
54
Reduced
117
Sold out
77
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | Unchanged | 49.9M | May 15, 2026 |
| BAIN CAPITAL INVESTORS LLC | Unchanged | 49.9M | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | Increased | 13.5M | May 18, 2026 |
| JANUS HENDERSON GROUP PLC | Increased | 13.5M | Feb 17, 2026 |
| PENTWATER CAPITAL MANAGEMENT LP | Increased | 12.7M | May 15, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | Unchanged | 10.2M | May 15, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | Increased | 10.2M | Feb 17, 2026 |
| UBS GROUP AG | Increased | 10.2M | May 5, 2026 |
| PENTWATER CAPITAL MANAGEMENT LP | Reduced | 10.0M | Feb 17, 2026 |
| UBS GROUP AG | Increased | 7.8M | Jan 29, 2026 |
| VANGUARD GROUP INC | Reduced | 7.6M | Jan 29, 2026 |
| FMR LLC | Reduced | 6.6M | Feb 17, 2026 |
| BLACKROCK, INC. | Increased | 5.7M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 5.7M | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 5.3M | May 7, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.