Surgery Partners, Inc. (SGRY)
Nasdaq: SGRY · Services-General Medical & Surgical Hospitals, NEC · Brentwood, TN · filing with the SEC since 2015
Grade3.7
◀ Past 3.5● Present 4.4▶ Future 2.9
Who owns Surgery Partners, Inc.
As filed with the SECHolders of 5% or more
4
BCPE Seminole Holdings II Intermediate, LP holds 23% of Common Stock, $0.01 par value per share, as its SCHEDULE 13D/A filed Oct 26, 2026 says.
Directors and officers
16
report now, of 49 people on the record since 2015. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
BCPE Seminole Holdings II Intermediate, LP
SCHEDULE 13D/A · filed Oct 26, 2026 · Common Stock, $0.01 par value per share · 23.4% in Jun 17, 2025
Janus Henderson Group PLC
SCHEDULE 13G/A · filed Nov 14, 2025 · Common Stock · 10.1% in Jul 7, 2025
Pentwater Capital Management LP
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock, par value $0.01 per share · 7.7% in Feb 17, 2026
Glenview Capital Management, LLC
SCHEDULE 13G · filed Oct 13, 2026 · Common Stock, par value $0.01 per share
King Street Capital Management, L.P.
SCHEDULE 13G · filed Aug 14, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 7.2% in Nov 14, 2025
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 29, 2025 · Common Stock · reported falling below 5%
Fmr LLC
SCHEDULE 13G/A · filed May 6, 2026 · COMMON STOCK · reported falling below 5%, from 5.1% in Feb 5, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 12, 2025 · Common Stock · reported falling below 5%, from 5.6% in May 12, 2025
What SGRY reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Surgical Facilities and In-Development De Novo Surgical Facility
A company bought · acquisition · Dec 2023 · owns, named in the 10-K filed Mar 2, 2026
Surgical Facilities, Physician Practices, and In-Development De Novo Surgical Facility
A company bought · acquisition · Dec 2023 · owns, named in the 10-K filed Mar 2, 2026
Surgical Facilities
A company bought · acquisition · owns, named in the 10-K filed Mar 2, 2026
Surgical Facilities and Physician Practices
A company bought · acquisition · owns, named in the 10-K filed Mar 2, 2026
343 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 2, 2026.
Insider tradesForm 4
12sales
2purchases
0sales on a scheduled plan
6people selling
$1.3Msold, in dollars
$300,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 53 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Evans Jason Eric | Chief Executive Officer | 2 | $400,000 | 0 | 0 | $0 |
| Doherty David T | Chief Financial Officer | 2 | $300,000 | 0 | 0 | $0 |
| Baldock Jennifer | Chief Admin & Dev Officer | 2 | $200,000 | 0 | 0 | $0 |
| Brittenham Marissa | Chief Strategy Officer | 2 | $200,000 | 0 | 0 | $0 |
| Burkhalter Danielle | Chief Human Resources Officer | 2 | $100,000 | 0 | 0 | $0 |
| Deluca Teresa | director | 0 | $0 | 0 | 2 | $300,000 |
| Webb William Trenton | American Group President | 2 | $0 | 0 | 0 | $0 |