Surgery Partners, Inc. SGRY
We take great care to ensure that the data presented and summarized in this overview for Surgery Partners, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SGRY
View all-
Bain Capital Investors LLC Boston, MA49.9MShares$1.22 Billion42.81% of portfolio
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Janus Henderson Group PLC London, X011.6MShares$282 Million0.13% of portfolio
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Black Rock Inc. New York, NY7.64MShares$186 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA7.62MShares$186 Million0.0% of portfolio
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Wellington Management Group LLP Boston, MA5.93MShares$145 Million0.02% of portfolio
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Clearbridge Investments, LLC New York, NY4.23MShares$103 Million0.08% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.58MShares$87.3 Million0.02% of portfolio
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King Street Capital Management, L.P. New York, NY2.8MShares$68.3 Million18.32% of portfolio
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Invesco Ltd. Atlanta, GA2.16MShares$52.8 Million0.01% of portfolio
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State Street Corp Boston, MA1.87MShares$45.6 Million0.0% of portfolio
Latest Institutional Activity in SGRY
Top Purchases
Top Sells
About SGRY
Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency surgical procedures in various specialties, including gastroenterology, general surgery, ophthalmology, orthopedics, and pain management. The company's surgical hospitals also provide ancillary services, such as diagnostic imaging, pharmacy, laboratory, obstetrics, oncology, physical therapy, and wound care; and ancillary services, which consist of multi-specialty physician practices, urgent care facilities, and anesthesia services. As of December 31, 2021, it owned or operated a portfolio of 126 surgical facilities, including 108 ambulatory surgical centers and 18 surgical hospitals in 31 states. Surgery Partners, Inc. was founded in 2004 and is headquartered in Brentwood, Tennessee.
Insider Transactions at SGRY
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 21
2025
|
Wayne S De Veydt Exec Chairman of the Board |
BUY
Grant, award, or other acquisition
|
Direct |
4,233
+3.87%
|
$101,592
$24.21 P/Share
|
|
Mar 14
2025
|
William Trenton Webb American Group President |
SELL
Open market or private sale
|
Direct |
138
-0.18%
|
$3,174
$23.7 P/Share
|
|
Mar 14
2025
|
Danielle Burkhalter Chief Human Resources Officer |
SELL
Open market or private sale
|
Direct |
74
-0.16%
|
$1,702
$23.78 P/Share
|
|
Mar 14
2025
|
Jennifer Baldock Chief Admin & Dev Officer |
SELL
Open market or private sale
|
Direct |
612
-0.26%
|
$14,076
$23.94 P/Share
|
|
Mar 10
2025
|
Marissa Brittenham Chief Strategy Officer |
SELL
Open market or private sale
|
Direct |
3,156
-4.74%
|
$75,744
$24.09 P/Share
|
|
Mar 10
2025
|
David T Doherty Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
6,733
-4.27%
|
$161,592
$24.02 P/Share
|
|
Mar 10
2025
|
William Trenton Webb American Group President |
SELL
Open market or private sale
|
Direct |
2,057
-2.68%
|
$49,368
$24.06 P/Share
|
|
Mar 10
2025
|
Danielle Burkhalter Chief Human Resources Officer |
SELL
Open market or private sale
|
Direct |
1,240
-2.69%
|
$29,760
$24.14 P/Share
|
|
Mar 10
2025
|
Jennifer Baldock Chief Admin & Dev Officer |
SELL
Open market or private sale
|
Direct |
3,008
-1.26%
|
$69,184
$23.97 P/Share
|
|
Mar 10
2025
|
Harrison R. Bane National Group President |
SELL
Open market or private sale
|
Direct |
4,045
-3.1%
|
$97,080
$24.16 P/Share
|
|
Mar 04
2025
|
Jason Eric Evans Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
113,444
+7.86%
|
$2,609,212
$23.8 P/Share
|
|
Mar 04
2025
|
David T Doherty Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
48,739
+13.92%
|
$1,120,997
$23.8 P/Share
|
|
Mar 04
2025
|
Jennifer Baldock Chief Admin & Dev Officer |
BUY
Grant, award, or other acquisition
|
Direct |
39,495
+7.84%
|
$908,385
$23.8 P/Share
|
|
Mar 04
2025
|
Danielle Burkhalter Chief Human Resources Officer |
BUY
Grant, award, or other acquisition
|
Direct |
15,966
+15.66%
|
$367,218
$23.8 P/Share
|
|
Mar 04
2025
|
Harrison R. Bane National Group President |
BUY
Grant, award, or other acquisition
|
Direct |
23,528
+8.39%
|
$541,144
$23.8 P/Share
|
|
Mar 04
2025
|
Marissa Brittenham Chief Strategy Officer |
BUY
Grant, award, or other acquisition
|
Direct |
16,386
+11.49%
|
$376,878
$23.8 P/Share
|
|
Mar 04
2025
|
William Trenton Webb American Group President |
BUY
Grant, award, or other acquisition
|
Direct |
16,386
+9.72%
|
$376,878
$23.8 P/Share
|
|
Feb 07
2025
|
Jason Eric Evans Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
26,520
-4.52%
|
$663,000
$25.65 P/Share
|
|
Feb 07
2025
|
Jennifer Baldock Chief Admin & Dev Officer |
SELL
Open market or private sale
|
Direct |
5,681
-2.76%
|
$142,025
$25.83 P/Share
|
|
Feb 07
2025
|
Marissa Brittenham Chief Strategy Officer |
SELL
Open market or private sale
|
Direct |
14,700
-22.66%
|
$367,500
$25.61 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 616K shares |
|---|---|
| Exercise of conversion of derivative security | 16.5K shares |
| Open market or private sale | 157K shares |
|---|