Surgery Partners, Inc.
Total Trades
101
Buys
2
Sells
88
Largest Trade
$1M+
Insiders
18
Institutional Funds
133
Inst. Value
$1M+
Activist Filings
27
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Bane Harrison R. | National Group Pre… | SELL | $100K–$500K | 9K | $22.48 | Sep 8, 2025 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $1K–$15K | 612 | $23.94 | Mar 17, 2025 |
| Burkhalter Danielle | CHRO | SELL | $1K–$15K | 74 | $23.78 | Mar 17, 2025 |
| Webb William Trenton | American Group Pre… | SELL | $1K–$15K | 138 | $23.70 | Mar 17, 2025 |
| Bane Harrison R. | National Group Pre… | SELL | $50K–$100K | 4K | $24.16 | Mar 13, 2025 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $50K–$100K | 3K | $23.97 | Mar 13, 2025 |
| Burkhalter Danielle | CHRO | SELL | $15K–$50K | 1K | $24.14 | Mar 13, 2025 |
| Webb William Trenton | American Group Pre… | SELL | $15K–$50K | 2K | $24.06 | Mar 13, 2025 |
| Doherty David T | CFO | SELL | $100K–$500K | 7K | $24.02 | Mar 13, 2025 |
| Brittenham Marissa | Chief Strategy Off… | SELL | $50K–$100K | 3K | $24.09 | Mar 13, 2025 |
| Burkhalter Danielle | CHRO | SELL | $100K–$500K | 6K | $26.39 | Jun 13, 2024 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 6K | $27.65 | Jun 3, 2024 |
| Burkhalter Danielle | CHRO | SELL | $1K–$15K | 192 | $33.42 | Feb 16, 2024 |
| Doherty David T | CFO | SELL | $15K–$50K | 1K | $34.93 | Feb 14, 2024 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 6K | $35.08 | Feb 14, 2024 |
| Owens Bradley R. | National Group Pre… | SELL | $15K–$50K | 1K | $35.22 | Feb 14, 2024 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $15K–$50K | 1K | $34.83 | Feb 14, 2024 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $15K–$50K | 1K | $33.40 | Feb 14, 2024 |
| Burkhalter Danielle | CHRO | SELL | $1K–$15K | 167 | $32.24 | Feb 8, 2024 |
| Brittenham Marissa | Chief Strategy Off… | SELL | $50K–$100K | 2K | $31.89 | Feb 6, 2024 |
| Doherty David T | CFO | SELL | $50K–$100K | 2K | $31.89 | Feb 6, 2024 |
| Kaplan Andrew T. | Director | SELL | $1M+ | 7.8M | $33.44 | Dec 22, 2023 |
| O'Reilly T. Devin | Director | SELL | $1M+ | 7.8M | $33.44 | Dec 22, 2023 |
| HENDRIX BLAIR E | Director | SELL | $1M+ | 7.8M | $33.44 | Dec 22, 2023 |
| BAIN CAPITAL INVESTORS LLC | Director | SELL | $1M+ | 7.8M | $33.44 | Dec 22, 2023 |
| DeVeydt Wayne S | Exec Chairman of t… | EXERCISE | $1M+ | 100K | $12.90 | Dec 21, 2023 |
| DeVeydt Wayne S | Exec Chairman of t… | SELL | $1M+ | 168K | $33.44 | Dec 21, 2023 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 5K | $33.44 | Dec 21, 2023 |
| Bane Harrison R. | American Group Pre… | SELL | $100K–$500K | 4K | $35.98 | Sep 5, 2023 |
| Doherty David T | CFO | SELL | $50K–$100K | 2K | $36.04 | Sep 1, 2023 |
| Evans Jason Eric | CEO | SELL | $50K–$100K | 2K | $45.10 | Jul 3, 2023 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 7K | $36.31 | May 18, 2023 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 8K | $34.26 | Apr 4, 2023 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 4K | $30.71 | Mar 15, 2023 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $100K–$500K | 6K | $30.83 | Mar 15, 2023 |
| Burkhalter Danielle | CHRO | SELL | $15K–$50K | 570 | $30.83 | Mar 15, 2023 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $100K–$500K | 7K | $30.79 | Mar 15, 2023 |
| Evans Jason Eric | CEO | SELL | $500K+ | 23K | $30.65 | Mar 15, 2023 |
| Doherty David T | CFO | SELL | $100K–$500K | 3K | $30.85 | Mar 15, 2023 |
| Burkhalter Danielle | CHRO | GRANT | $500K+ | 20K | $33.65 | Mar 6, 2023 |
| Burkhalter Danielle | CHRO | SELL | $15K–$50K | 880 | $33.60 | Mar 6, 2023 |
| Doherty David T | CFO | GRANT | $1M+ | 52K | $32.86 | Mar 6, 2023 |
| Doherty David T | CFO | SELL | $500K+ | 20K | $33.98 | Mar 6, 2023 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 4K | $33.51 | Mar 2, 2023 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $100K–$500K | 7K | $33.52 | Mar 2, 2023 |
| Evans Jason Eric | CEO | SELL | $500K+ | 20K | $33.53 | Mar 2, 2023 |
| Doherty David T | CFO | SELL | $100K–$500K | 4K | $33.53 | Mar 2, 2023 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $100K–$500K | 6K | $33.54 | Mar 2, 2023 |
| Doherty David T | CFO | SELL | $15K–$50K | 942 | $33.92 | Feb 15, 2023 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 6K | $33.90 | Feb 15, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 133 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Pentwater Capital Management LP | 10.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 4.7M | $1M+ | SH |
| Clearbridge Investments, LLC | 4.2M | $1M+ | SH |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 3.9M | $1M+ | SH |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2.4M | $1M+ | SH |
| STATE STREET CORP | 1.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 991K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 768K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 701K | $1M+ | SH |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 637K | $1M+ | SH |
| Hudson Bay Capital Management LP | 605K | $1M+ | SH |
| Whitefort Capital Management, LP | 600K | $1M+ | SH |
| SG Americas Securities, LLC | 567K | $1M+ | SH |
| VANGUARD GROUP INC | 480K | $1M+ | SH |
| NOMURA HOLDINGS INC | 439K | $1M+ | SH |
| Quinn Opportunity Partners LLC | 414K | $1M+ | SH |
| Walleye Capital LLC | 372K | $1M+ | SH |
| TIG Advisors, LLC | 364K | $1M+ | SH |
| Man Group plc | 329K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Pentwater Capital Management LP
SC 13G/A · Feb 17, 2026
7.7%
10.0M shares
SC 13G/A · Feb 5, 2026
5.1%
6.5M shares
Pentwater Capital Management LP
SC 13G/A · Nov 14, 2025
9.1%
11.7M shares
SC 13G/A · Nov 14, 2025
10.2%
13.0M shares
King Street Capital Management, L.P.
SC 13G · Nov 14, 2025
7.2%
9.3M shares
Pentwater Capital Management LP
SC 13G · Aug 14, 2025
5.5%
7.0M shares
Wellington Management Group LLP
SC 13G/A · Aug 12, 2025
0.0%
217 shares
SC 13G/A · Jul 7, 2025
10.1%
13.0M shares
SC 13D/A · Jun 17, 2025
8.4%
10.7M shares
SC 13G/A · May 14, 2025
9.1%
11.6M shares
Wellington Management Group LLP
SC 13G · May 12, 2025
5.6%
7.1M shares
SC 13G/A · May 12, 2025
7.9%
10.0M shares
SC 13G/A · Apr 29, 2025
4.4%
5.7M shares
SC 13G/A · Feb 12, 2025
12.7%
16.1M shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2025
4.7%
5.9M shares
SC 13G · Jan 30, 2025
9.6%
12.1M shares
SC 13D/A · Jan 28, 2025
8.4%
10.7M shares
SC 13G · Nov 8, 2024
6.0%
7.7M shares
Wellington Management Group LLP
SC 13G/A · Nov 8, 2024
7.8%
9.8M shares
SC 13G · Oct 24, 2024
6.0%
7.7M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.9%
7.4M shares
SC 13D/A · Dec 21, 2023
8.5%
10.7M shares
SC 13D/A · Mar 3, 2023
10.2%
12.9M shares
SC 13G/A · Feb 13, 2023
4.6%
5.7M shares
SC 13D/A · Dec 27, 2022
10.5%
12.9M shares
SC 13G · Dec 5, 2022
5.0%
5.9M shares
SC 13D/A · Nov 23, 2022
40.0%
49.1M shares