SGRY Insider Trading
Surgery Partners, Inc. | Services-General Medical & Surgical Hospitals, NEC
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Surgery Partners, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-General Medical & Surgical Hospitals, NEC sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 20:07 | 2026-03-13 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $12.83 | 3,469 | $44,507 | 76,864 | -4.3% |
| 2026-03-16 20:07 | 2026-03-13 | Brittenham Marissa | Officer - Chief Strategy Officer | SELL | $12.54 | 3,657 | $45,859 | 94,196 | -3.7% |
| 2026-03-16 20:07 | 2026-03-16 | Doherty David T | Officer - Chief Financial Officer | SELL | $12.50 | 8,867 | $110,838 | 221,679 | -3.8% |
| 2026-03-16 20:07 | 2026-03-16 | Evans Jason Eric | Officer - Chief Executive Officer | SELL | $12.47 | 20,400 | $254,388 | 920,386 | -2.2% |
| 2026-03-16 20:07 | 2026-03-12 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $13.17 | 5,798 | $76,360 | 326,474 | -1.7% |
| 2026-03-09 23:33 | 2026-03-06 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $13.70 | 10,082 | $138,123 | 332,272 | -2.9% |
| 2026-03-09 23:33 | 2026-03-06 | Doherty David T | Officer - Chief Financial Officer | SELL | $13.84 | 14,574 | $201,704 | 88,803 | -14.1% |
| 2026-03-09 23:33 | 2026-03-06 | Evans Jason Eric | Officer - Chief Executive Officer | SELL | $13.79 | 11,462 | $158,061 | 662,680 | -1.7% |
| 2026-03-09 23:32 | 2026-03-06 | Brittenham Marissa | Officer - Chief Strategy Officer | SELL | $13.70 | 8,785 | $120,355 | 54,623 | -13.9% |
| 2026-03-09 23:32 | 2026-03-05 | Webb William Trenton | Officer - American Group President | SELL | $13.87 | 2,066 | $28,654 | 72,455 | -2.8% |
| 2026-03-09 23:33 | 2026-03-06 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $13.60 | 7,736 | $105,210 | 37,103 | -17.3% |
| 2025-09-08 23:29 | 2025-09-04 | Bane Harrison R. | Officer - National Group President | SELL | $22.48 | 9,339 | $209,941 | 117,181 | -7.4% |
| 2025-08-16 01:31 | 2025-08-11 | DeLuca Teresa | Director | SELL | $22.74 | 20,018 | $455,209 | 45,173 | -30.7% |
| 2025-08-16 01:31 | 2025-08-11 | Maryland Patricia Anne | Director | SELL | $0.00 | 0 | $0 | 24,583 | 0.0% |
| 2025-08-13 23:16 | 2025-08-11 | Maryland Patricia Anne | Director | SELL | $22.74 | 20,018 | $455,209 | 4,565 | -81.4% |
| 2025-08-08 23:11 | 2025-08-08 | Doherty David T | Officer - Chief Financial Officer | SELL | $23.39 | 47,491 | $1,110,814 | 103,377 | -31.5% |
| 2025-03-17 23:17 | 2025-03-14 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $23.94 | 612 | $14,651 | 236,047 | -0.3% |
| 2025-03-17 23:16 | 2025-03-14 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $23.78 | 74 | $1,760 | 44,839 | -0.2% |
| 2025-03-17 23:16 | 2025-03-14 | Webb William Trenton | Officer - American Group President | SELL | $23.70 | 138 | $3,271 | 74,521 | -0.2% |
| 2025-03-13 23:29 | 2025-03-10 | Bane Harrison R. | Officer - National Group President | SELL | $24.16 | 4,045 | $97,727 | 126,520 | -3.1% |
| 2025-03-13 23:29 | 2025-03-10 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $23.97 | 3,008 | $72,102 | 236,659 | -1.3% |
| 2025-03-13 23:29 | 2025-03-10 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $24.14 | 1,240 | $29,934 | 44,913 | -2.7% |
| 2025-03-13 23:28 | 2025-03-10 | Webb William Trenton | Officer - American Group President | SELL | $24.06 | 2,057 | $49,491 | 74,659 | -2.7% |
| 2025-03-13 23:28 | 2025-03-10 | Doherty David T | Officer - Chief Financial Officer | SELL | $24.02 | 6,733 | $161,727 | 150,868 | -4.3% |
| 2025-03-13 23:28 | 2025-03-10 | Brittenham Marissa | Officer - Chief Strategy Officer | SELL | $24.09 | 3,156 | $76,028 | 63,408 | -4.7% |
| 2025-02-11 01:07 | 2025-02-07 | Bane Harrison R. | Officer - National Group President | SELL | $25.64 | 56,315 | $1,443,917 | 107,037 | -34.5% |
| 2025-02-11 01:07 | 2025-02-07 | Doherty David T | Officer - Chief Financial Officer | SELL | $25.61 | 13,641 | $349,346 | 108,862 | -11.1% |
| 2025-02-11 01:06 | 2025-02-07 | Brittenham Marissa | Officer - Chief Strategy Officer | SELL | $25.61 | 14,700 | $376,467 | 50,178 | -22.7% |
| 2025-02-11 01:06 | 2025-02-07 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $25.83 | 5,681 | $146,740 | 200,172 | -2.8% |
| 2025-02-11 01:06 | 2025-02-07 | Evans Jason Eric | Officer - Chief Executive Officer | SELL | $25.65 | 26,520 | $680,238 | 560,698 | -4.5% |
| 2025-02-05 00:50 | 2025-02-04 | Webb William Trenton | Officer - American Group President | SELL | $25.70 | 257 | $6,605 | 60,330 | -0.4% |
| 2025-02-05 00:49 | 2025-02-04 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $25.68 | 167 | $4,289 | 30,187 | -0.6% |
| 2024-09-04 23:07 | 2024-09-04 | Bane Harrison R. | Officer - National Group President | SELL | $31.11 | 6,325 | $196,742 | 48,236 | -11.6% |
| 2024-06-14 00:31 | 2024-06-12 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $26.39 | 6,000 | $158,310 | 30,354 | -16.5% |
| 2024-06-04 01:17 | 2024-05-31 | Owens Bradley R. | Officer - National Group President | SELL | $27.65 | 6,000 | $165,900 | 72,338 | -7.7% |
| 2024-03-16 00:09 | 2024-03-14 | Doherty David T | Officer - Chief Financial Officer | SELL | $28.59 | 721 | $20,613 | 95,719 | -0.7% |
| 2024-03-13 23:49 | 2024-03-11 | Evans Jason Eric | Officer - Chief Executive Officer | SELL | $29.63 | 6,824 | $202,205 | 459,670 | -1.5% |
| 2024-03-13 23:41 | 2024-03-11 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $29.66 | 238 | $7,059 | 36,354 | -0.7% |
| 2024-03-13 23:41 | 2024-03-11 | Owens Bradley R. | Officer - National Group President | SELL | $29.76 | 3,415 | $101,627 | 78,338 | -4.2% |
| 2024-03-13 23:40 | 2024-03-11 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $29.72 | 1,597 | $47,468 | 183,644 | -0.9% |
| 2024-03-13 23:40 | 2024-03-11 | TAPARO ANTHONY | Officer - Chief Growth Officer | SELL | $29.72 | 1,438 | $42,738 | 102,321 | -1.4% |
| 2024-03-07 00:54 | 2024-03-04 | Baldock Jennifer | Officer - Chief Admin & Dev Officer | SELL | $30.73 | 2,318 | $71,232 | 185,241 | -1.2% |
| 2024-03-07 00:54 | 2024-03-04 | Owens Bradley R. | Officer - National Group President | SELL | $30.43 | 1,658 | $50,453 | 81,753 | -2.0% |
| 2024-03-07 00:54 | 2024-03-05 | TAPARO ANTHONY | Officer - Chief Growth Officer | SELL | $30.70 | 1,347 | $41,353 | 103,759 | -1.3% |
| 2024-03-07 00:53 | 2024-03-04 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $30.41 | 586 | $17,820 | 36,592 | -1.6% |
| 2024-03-07 00:53 | 2024-03-04 | Doherty David T | Officer - Chief Financial Officer | SELL | $30.37 | 3,426 | $104,048 | 96,440 | -3.4% |
| 2024-03-07 00:53 | 2024-03-04 | Bane Harrison R. | Officer - American Group President | SELL | $30.53 | 5,104 | $155,825 | 53,310 | -8.7% |
| 2024-03-07 00:53 | 2024-03-04 | Brittenham Marissa | Officer - Chief Strategy Officer | SELL | $30.17 | 1,284 | $38,738 | 39,768 | -3.1% |
| 2024-03-07 00:52 | 2024-03-04 | Evans Jason Eric | Officer - Chief Executive Officer | SELL | $30.61 | 9,070 | $277,633 | 466,494 | -1.9% |
| 2024-02-17 00:17 | 2024-02-14 | Burkhalter Danielle | Officer - Chief Human Resources Officer | SELL | $33.42 | 192 | $6,417 | 30,444 | -0.6% |
How to Interpret $SGRY Trades
Not every insider transaction in Surgery Partners, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SGRY shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for SGRY
Insider activity data for Surgery Partners, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SGRY, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.