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SGRY · Surgery Partners, Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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SGRY

Name: Surgery Partners, Inc. (SGRY) insider trading and ownership data
Creator: WaveMan
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Surgery Partners, Inc.

HEALTHCARE SERVICES · SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC · CIK 0001638833

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$227.2K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

109

13F, latest reported quarter

REVENUE GROWTH

+6.2%

XBRL, annual

NET MARGIN

-2.4%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$227.2K over 180 days

+$304.7K over 90 days

more than 62% of Healthcare Services

CONGRESS

no member of Congress has reported trading it

FUNDS

109 funds added or opened last quarter

below 56% of Healthcare Services

REVENUE

+6.2% year over year

below 62% of Healthcare Services

MARGIN

-2.4% net margin

below 54% of Healthcare Services

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$227.2K across 5 people in 180 days.

109 funds added or opened positions in the latest 13F quarter, of 190 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -36.8%

-36.8%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $227.2K sold by insiders over 180 days, 109 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NTRA CSTL PGNY HIMS WGS PRVA TDOC AVAH GH ADUS SERA BDSX

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Surgery Partners, Inc. insiders sold a net $227.2K of stock across 163 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

DeLuca Teresa

Director

BUY

2026-08-18

10,000.0

$143.5K

DeLuca Teresa

Director

BUY

2026-08-18

11,250.0

$161.2K

Doherty David T

Chief Financial Officer

SELL

2026-03-16

8,867.0

$110.8K

Evans Jason Eric

Chief Executive Officer

SELL

2026-03-16

20,400.0

$254.4K

Burkhalter Danielle

Chief Human Resources Officer

SELL

2026-03-13

3,469.0

$44.5K

163 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 158 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Bain Capital Investors LLC

49,946,972.0 sh

$839.1M

Jupiter Topco LLC

13,882,155.0 sh

$233.2M

Pentwater Capital Management LP

11,630,000.0 sh

$195.4M

UBS Group AG

8,573,413.0 sh

$144.0M

BlackRock, Inc.

6,241,503.0 sh

$104.9M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Janus Henderson Contrarian Fund

$154.7M POSITION · AS OF 2026-03-31

3.6%

State Street(R) SPDR(R) S&P(R) Health Care Services ETF

$1.5M POSITION · AS OF 2026-03-31

1.8%

Focused Growth Portfolio

$6.3M POSITION · AS OF 2026-03-31

1.4%

ClearBridge Small Cap Growth Fund

$19.7M POSITION · AS OF 2026-04-30

1.0%

Select Health Care Services Portfolio

$7.7M POSITION · AS OF 2026-02-28

0.9%

ClearBridge Variable Small Cap Growth Portfolio

$3.7M POSITION · AS OF 2026-03-31

0.9%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

Surgery Partners, Inc. Political Action Committee

CYCLE 2026 · $2K SPENT

$2.4K

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$6.1M

$1.2M

$1.8M

-47%

+3%

2024

$6.5M

$3.3M

$2.3M

-27%

+14%

2023

$6.5M

$7.3M

$2.5M

+10%

+27%

2022

$6.1M

-$3.3M

$1.7M

-4%

+32%

2021

$4.3M

$14.2M

$1.5M

+84%

+31%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$3.3B	$3.1B	$2.7B	$2.5B
OPERATING INCOME	$389.5M	$348.8M	$328.0M	$345.2M
NET INCOME	$98.9M	$12.5M	$135.3M	$87.0M
EPS (DILUTED)	-0.61	-1.33	-0.09	-0.59
OPERATING CASH FLOW	$274.3M	$300.1M	$293.8M	$158.8M
CASH	$239.9M	$269.5M	$195.9M	$282.9M
LONG-TERM DEBT	$3.7B	$3.4B	$2.8B	$2.6B

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE