Surgery Partners, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Owens Bradley R. | National Group President | Sale | 6,000 | $27.65 | $165,900 | 72,338 | May 31, 2024 |
| Doherty David T | Chief Financial Officer | Sale | 721 | $28.59 | $20,613 | 95,719 | Mar 14, 2024 |
| Evans Jason Eric | Chief Executive Officer | Sale | 1,984 | $29.44 | $58,409 | 464,510 | Mar 13, 2024 |
| Owens Bradley R. | National Group President | Sale | 968 | $29.82 | $28,866 | 80,153 | Mar 12, 2024 |
| Burkhalter Danielle | Chief Human Resources Officer | Sale | 111 | $29.74 | $3,301 | 36,354 | Mar 11, 2024 |
| Baldock Jennifer | Chief Admin & Dev Officer | Sale | 922 | $29.74 | $27,420 | 183,644 | Mar 11, 2024 |
| TAPARO ANTHONY | Chief Growth Officer | Sale | 787 | $29.87 | $23,508 | 102,321 | Mar 11, 2024 |
| TAPARO ANTHONY | Chief Growth Officer | Sale | 1,347 | $30.70 | $41,353 | 103,759 | Mar 5, 2024 |
| Baldock Jennifer | Chief Admin & Dev Officer | Sale | 2,318 | $30.73 | $71,232 | 185,241 | Mar 4, 2024 |
| Owens Bradley R. | National Group President | Sale | 1,658 | $30.43 | $50,453 | 81,753 | Mar 4, 2024 |
| Burkhalter Danielle | Chief Human Resources Officer | Sale | 586 | $30.41 | $17,820 | 36,592 | Mar 4, 2024 |
| Doherty David T | Chief Financial Officer | Sale | 3,426 | $30.37 | $104,048 | 96,440 | Mar 4, 2024 |
| Bane Harrison R. | American Group President | Sale | 3,304 | $30.53 | $100,871 | 53,310 | Mar 4, 2024 |
| Brittenham Marissa | Chief Strategy Officer | Sale | 1,284 | $30.17 | $38,738 | 39,768 | Mar 4, 2024 |
| Evans Jason Eric | Chief Executive Officer | Sale | 9,070 | $30.61 | $277,633 | 466,494 | Mar 4, 2024 |
| Baldock Jennifer | Chief Admin & Dev Officer | Award / Grant | 19,243 | $31.18 | $599,997 | 187,559 | Feb 28, 2024 |
| TAPARO ANTHONY | Chief Growth Officer | Award / Grant | 2,084 | $31.18 | $64,979 | 105,106 | Feb 28, 2024 |
| Burkhalter Danielle | Chief Human Resources Officer | Award / Grant | 6,414 | $31.18 | $199,989 | 37,178 | Feb 28, 2024 |
| Brittenham Marissa | Chief Strategy Officer | Award / Grant | 7,697 | $31.18 | $239,992 | 41,052 | Feb 28, 2024 |
| Doherty David T | Chief Financial Officer | Award / Grant | 25,657 | $31.18 | $799,985 | 99,866 | Feb 28, 2024 |
| Evans Jason Eric | Chief Executive Officer | Award / Grant | 56,446 | $31.18 | $1,759,986 | 475,564 | Feb 28, 2024 |
| Owens Bradley R. | National Group President | Award / Grant | 10,262 | $31.18 | $319,969 | 83,411 | Feb 28, 2024 |
| Bane Harrison R. | American Group President | Award / Grant | 1,443 | $31.18 | $44,993 | 58,414 | Feb 28, 2024 |
| Burkhalter Danielle | Chief Human Resources Officer | Sale | 192 | $33.42 | $6,417 | 30,444 | Feb 14, 2024 |
| TAPARO ANTHONY | Chief Growth Officer | Sale | 1,100 | $33.40 | $36,740 | 91,315 | Feb 13, 2024 |
| Doherty David T | Chief Financial Officer | Sale | 1,020 | $34.93 | $35,629 | 74,209 | Feb 12, 2024 |
| Evans Jason Eric | Chief Executive Officer | Sale | 5,780 | $35.08 | $202,762 | 419,118 | Feb 12, 2024 |
| Owens Bradley R. | National Group President | Sale | 1,040 | $35.22 | $36,629 | 73,149 | Feb 12, 2024 |
| Baldock Jennifer | Chief Admin & Dev Officer | Sale | 1,115 | $34.83 | $38,835 | 87,333 | Feb 12, 2024 |
| Burkhalter Danielle | Chief Human Resources Officer | Sale | 167 | $32.24 | $5,384 | 30,636 | Feb 6, 2024 |
| Brittenham Marissa | Chief Strategy Officer | Sale | 1,637 | $31.89 | $52,204 | 30,469 | Feb 2, 2024 |
| Doherty David T | Chief Financial Officer | Sale | 2,306 | $31.89 | $73,538 | 75,229 | Feb 2, 2024 |
| DeVeydt Wayne S | Exec Chairman of the Board | Gift | 30,900 | — | — | 100,970 | Dec 28, 2023 |
| Kaplan Andrew T. | — | Sale | 7,826,870 | $33.44 | $261,730,533 | 50,421,379 | Dec 19, 2023 |
| O'Reilly T. Devin | — | Sale | 7,826,870 | $33.44 | $261,730,533 | 50,421,379 | Dec 19, 2023 |
| HENDRIX BLAIR E | — | Other | 474,407 | — | — | 49,946,972 | Dec 19, 2023 |
| BCPE Seminole Holdings II Intermediate LP | — | Sale | 7,826,870 | $33.44 | $261,730,533 | 50,421,379 | Dec 19, 2023 |
| DeVeydt Wayne S | Exec Chairman of the Board | Sale | 168,130 | $33.44 | $5,622,267 | 131,870 | Dec 19, 2023 |
| Evans Jason Eric | Chief Executive Officer | Sale | 5,000 | $33.44 | $167,200 | 419,898 | Dec 19, 2023 |
| Bane Harrison R. | American Group President | Sale | 3,835 | $35.98 | $137,983 | 46,709 | Sep 5, 2023 |
| Doherty David T | Chief Financial Officer | Sale | 2,000 | $36.12 | $72,240 | 77,535 | Aug 29, 2023 |
| Evans Jason Eric | Chief Executive Officer | Sale | 1,892 | $45.10 | $85,329 | 424,898 | Jun 29, 2023 |
| TURNER BRENT | — | Award / Grant | 4,192 | $38.16 | $159,967 | 61,893 | Jun 1, 2023 |
| DeLuca Teresa | — | Award / Grant | 4,192 | $38.16 | $159,967 | 52,160 | Jun 1, 2023 |
| ADLERZ CLIFFORD G | — | Award / Grant | 4,192 | $38.16 | $159,967 | 44,403 | Jun 1, 2023 |
| Deane John A | — | Award / Grant | 4,192 | $38.16 | $159,967 | 21,221 | Jun 1, 2023 |
| Maryland Patricia Anne | — | Award / Grant | 4,192 | $38.16 | $159,967 | 11,552 | Jun 1, 2023 |
| Owens Bradley R. | National Group President | Sale | 7,191 | $36.31 | $261,105 | 74,189 | May 17, 2023 |
| DeVeydt Wayne S | Exec Chairman of the Board | Gift | 18,999 | — | — | 200,000 | May 12, 2023 |
| Evans Jason Eric | Chief Executive Officer | Sale | 7,674 | $34.26 | $262,911 | 426,790 | Mar 31, 2023 |