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 |
|---|---|---|---|---|---|---|
| Baldock Jennifer | Chief Admin & Dev … | SELL | $15K–$50K | 1K | $33.90 | Feb 15, 2023 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $15K–$50K | 1K | $33.91 | Feb 15, 2023 |
| Owens Bradley R. | National Group Pre… | SELL | $15K–$50K | 703 | $34.00 | Feb 15, 2023 |
| Brittenham Marissa | Chief Strategy Off… | SELL | $15K–$50K | 1K | $35.90 | Feb 6, 2023 |
| Doherty David T | CFO | SELL | $50K–$100K | 2K | $35.90 | Feb 6, 2023 |
| TURNER BRENT | Director | BUY | $100K–$500K | 10K | $24.50 | Nov 22, 2022 |
| DeLuca Teresa | Director | BUY | $100K–$500K | 20K | $24.50 | Nov 22, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $50K–$100K | 4K | $22.96 | Nov 14, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $1K–$15K | 162 | $29.65 | Aug 31, 2022 |
| Doherty David T | CFO | SELL | $1K–$15K | 171 | $29.65 | Aug 31, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $1K–$15K | 196 | $29.75 | Jun 30, 2022 |
| Goodwin George | American Group Pre… | SELL | $500K+ | 13K | $40.00 | Jun 8, 2022 |
| Goodwin George | American Group Pre… | SELL | $500K+ | 14K | $40.03 | May 25, 2022 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 2K | $55.74 | May 5, 2022 |
| DeVeydt Wayne S | Exec Chairman of t… | SELL | $1M+ | 60K | $55.71 | May 5, 2022 |
| Goodwin George | American Group Pre… | SELL | $1M+ | 26K | $62.58 | Apr 25, 2022 |
| Evans Jason Eric | CEO | SELL | $500K+ | 11K | $54.96 | Apr 4, 2022 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $100K–$500K | 5K | $53.50 | Mar 28, 2022 |
| DeLuca Teresa | Director | SELL | $50K–$100K | 2K | $53.50 | Mar 25, 2022 |
| Goodwin George | President, ASC Group | SELL | $500K+ | 11K | $53.68 | Mar 21, 2022 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $500K+ | 11K | $49.64 | Mar 17, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $100K–$500K | 2K | $49.60 | Mar 17, 2022 |
| DeVeydt Wayne S | Exec Chairman of t… | SELL | $500K+ | 15K | $49.99 | Mar 17, 2022 |
| Goodwin George | President, ASC Group | EXERCISE | $100K–$500K | 33K | $13.42 | Mar 17, 2022 |
| Goodwin George | President, ASC Group | SELL | $1M+ | 41K | $50.55 | Mar 17, 2022 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $100K–$500K | 9K | $49.59 | Mar 17, 2022 |
| Doherty David T | CFO | SELL | $100K–$500K | 5K | $49.66 | Mar 17, 2022 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 4K | $49.29 | Mar 17, 2022 |
| Evans Jason Eric | CEO | SELL | $500K+ | 14K | $49.30 | Mar 17, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $1K–$15K | 249 | $55.03 | Mar 14, 2022 |
| Goodwin George | President, ASC Group | SELL | $15K–$50K | 438 | $55.05 | Mar 14, 2022 |
| TAPARO ANTHONY | Chief Growth Officer | SELL | $15K–$50K | 660 | $55.00 | Mar 14, 2022 |
| Doherty David T | CFO | SELL | $15K–$50K | 376 | $54.69 | Mar 14, 2022 |
| Evans Jason Eric | CEO | SELL | $100K–$500K | 5K | $54.66 | Mar 14, 2022 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $50K–$100K | 1K | $54.70 | Mar 14, 2022 |
| DeVeydt Wayne S | Exec Chairman of t… | SELL | $50K–$100K | 966 | $55.11 | Mar 14, 2022 |
| Owens Bradley R. | National Group Pre… | SELL | $50K–$100K | 993 | $55.20 | Mar 14, 2022 |
| Doherty David T | CFO | GRANT | $100K–$500K | 4K | $42.04 | Mar 2, 2022 |
| Doherty David T | CFO | SELL | $100K–$500K | 2K | $50.48 | Mar 2, 2022 |
| Goodwin George | President, ASC Group | GRANT | $100K–$500K | 5K | $42.04 | Mar 2, 2022 |
| Goodwin George | President, ASC Group | SELL | $100K–$500K | 4K | $52.23 | Mar 2, 2022 |
| Baldock Jennifer | Chief Admin & Dev … | GRANT | $100K–$500K | 5K | $42.04 | Mar 2, 2022 |
| Baldock Jennifer | Chief Admin & Dev … | SELL | $100K–$500K | 5K | $52.25 | Mar 2, 2022 |
| Brocklehurst Laura L. | CHRO | GRANT | $100K–$500K | 3K | $42.04 | Mar 2, 2022 |
| Brocklehurst Laura L. | CHRO | SELL | $50K–$100K | 2K | $52.24 | Mar 2, 2022 |
| Owens Bradley R. | National Group Pre… | GRANT | $100K–$500K | 5K | $42.04 | Mar 2, 2022 |
| Owens Bradley R. | National Group Pre… | SELL | $100K–$500K | 3K | $52.25 | Mar 2, 2022 |
| Evans Jason Eric | CEO | SELL | $500K+ | 14K | $52.25 | Mar 2, 2022 |
| Evans Jason Eric | CEO | GRANT | $1M+ | 30K | $42.04 | Mar 2, 2022 |
| TAPARO ANTHONY | Chief Growth Officer | GRANT | $100K–$500K | 5K | $42.04 | Mar 2, 2022 |
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