Tapewire

Nasdaq · USD

SGRY

Surgery Partners, Inc.

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Tapewire entity
4534
SEC CIK
0001638833
Parsed reports
392

Last 12 months

Inside the activity.

2 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 2026012
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202620
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 18, 2026 Filed Aug 19, 2026 20:17 UTC PurchaseCommon Stock 10,000 $14.35 $143,500.00
Disclosure

SEC source: 0001638833-26-000079 · wk-form4_1787170661.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,843

F1 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.

Read SEC document
August 18, 2026 Filed Aug 20, 2026 22:10 UTC Amendment PurchaseCommon Stock 11,250 $14.33 $161,212.50
Disclosure

SEC source: 0001638833-26-000081 · wk-form4a_1787263825.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,093

F1 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price.

F2 · balance_after: This Form 4/A amends the Form 4 originally filed on August 19, 2026 to correct the number of shares of the Issuer's common stock purchased by the Reporting Person and the purchase price per share reported in Table I. The original Form 4 inadvertently reported the purchase of 10,000 shares at a price of $14.35 per share. The Reporting Person actually purchased 11,250 shares at a price of $14.33 per share. The amount of securities beneficially owned following the transaction has been corrected accordingly. Except as set forth herein, the original Form 4 remains unchanged.

Read SEC document
June 18, 2026 Filed Jul 14, 2026 21:07 UTC GrantCommon Stock 34,364 $14.55 $499,996.20
Disclosure

SEC source: 0001638833-26-000066 · wk-form4_1784063241.xml · nonDerivative · entry 1

HENDRIX BLAIR E · CIK 0001253121 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,895

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on June 18, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 16:28 UTC
Deane John ADirector
GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000062 · wk-form4_1781036891.xml · nonDerivative · entry 1

Deane John A · CIK 0001778319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,922

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 20:27 UTC GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000058 · wk-form4_1781036863.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,843

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
June 05, 2026 Filed Jun 10, 2026 00:51 UTC
HENDRIX BLAIR EDirector · 10% owner
GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000064 · wk-form4_1781052708.xml · nonDerivative · entry 1

HENDRIX BLAIR E · CIK 0001253121 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,531

F1 · shares: Shares will vest on June 5, 2027.

F2 · balance_after: Previously reported shares indirectly owned through Bain Capital Investors, LLC are no longer reflected in the amount of securities beneficially owned following reported transaction.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 20:28 UTC GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000061 · wk-form4_1781036885.xml · nonDerivative · entry 1

Forese Laura L · CIK 0001637195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,531

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 20:27 UTC GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000060 · wk-form4_1781036877.xml · nonDerivative · entry 1

ADLERZ CLIFFORD G · CIK 0001277710 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,104

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 20:27 UTC
Dean Lloyd HDirector
GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000059 · wk-form4_1781036869.xml · nonDerivative · entry 1

Dean Lloyd H · CIK 0001332215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,670

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
June 05, 2026 Filed Jun 9, 2026 20:27 UTC
TURNER BRENTDirector
GrantCommon Stock 11,670 $13.71 $159,995.70
Disclosure

SEC source: 0001638833-26-000057 · wk-form4_1781036857.xml · nonDerivative · entry 1

TURNER BRENT · CIK 0001243882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,594

F1 · shares: Shares will vest on June 5, 2027.

Read SEC document
March 16, 2026 Filed Mar 16, 2026 16:07 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 20,400 $12.47 $254,388.00
Disclosure

SEC source: 0001638833-26-000031 · wk-form4_1773691640.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 920,386

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 16, 2026 Filed Mar 16, 2026 20:07 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 8,867 $12.50 $110,837.50
Disclosure

SEC source: 0001638833-26-000032 · wk-form4_1773691647.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,679

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 13, 2026 Filed Mar 16, 2026 16:07 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 3,469 $12.83 $44,507.27
Disclosure

SEC source: 0001638833-26-000034 · wk-form4_1773691658.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,864

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

Read SEC document
March 13, 2026 Filed Mar 16, 2026 20:07 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 3,657 $12.54 $45,858.78
Disclosure

SEC source: 0001638833-26-000033 · wk-form4_1773691652.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,196

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:07 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 5,798 $13.17 $76,359.66
Disclosure

SEC source: 0001638833-26-000030 · wk-form4_1773691632.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,474

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 19:32 UTC
Webb William TrentonAmerican Group President
SaleCommon Stock 272 $13.93 $3,788.96
Disclosure

SEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,249

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 19:33 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 7,736 $13.60 $105,209.60
Disclosure

SEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,103

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 19:33 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 11,462 $13.79 $158,060.98
Disclosure

SEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662,680

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 23:33 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 14,574 $13.84 $201,704.16
Disclosure

SEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,803

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 23:33 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 10,082 $13.70 $138,123.40
Disclosure

SEC source: 0001638833-26-000022 · wk-form4_1773099191.xml · nonDerivative · entry 4

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332,272

F4 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2025 and March 2, 2025.

Read SEC document
March 06, 2026 Filed Mar 9, 2026 23:32 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 8,785 $13.70 $120,354.50
Disclosure

SEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,623

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:32 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 11,438 $14.11 $161,390.18
Disclosure

SEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 4

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,347

F5 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:32 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 20,454 $14.11 $288,605.94
Disclosure

SEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 3

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,909

F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:32 UTC
Webb William TrentonAmerican Group President
SaleCommon Stock 1,794 $13.86 $24,864.84
Disclosure

SEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 2

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,455

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026.

F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:33 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 9,150 $14.11 $129,106.50
Disclosure

SEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 4

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,333

F5 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:33 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 16,363 $14.11 $230,881.93
Disclosure

SEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 3

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,183

F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:33 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 17,717 $14.11 $249,986.87
Disclosure

SEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 2

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,820

F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:33 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 136,363 $14.11 $1,924,081.93
Disclosure

SEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 3

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 940,786

F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 19:33 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 141,743 $14.11 $1,999,993.73
Disclosure

SEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 2

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 804,423

F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 30,501 $14.11 $430,369.11
Disclosure

SEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 4

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,546

F5 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 54,545 $14.11 $769,629.95
Disclosure

SEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 3

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,045

F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 56,697 $14.11 $799,994.67
Disclosure

SEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 2

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,500

F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 22,875 $14.11 $322,766.25
Disclosure

SEC source: 0001638833-26-000022 · wk-form4_1773099191.xml · nonDerivative · entry 3

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 342,354

F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 40,909 $14.11 $577,225.99
Disclosure

SEC source: 0001638833-26-000022 · wk-form4_1773099191.xml · nonDerivative · entry 2

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319,479

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:33 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 42,523 $14.11 $599,999.53
Disclosure

SEC source: 0001638833-26-000022 · wk-form4_1773099191.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,570

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:32 UTC
Oppenheimer Justin RobertCOO & National Group President
GrantCommon Stock 42,523 $14.11 $599,999.53
Disclosure

SEC source: 0001638833-26-000018 · wk-form4_1773099161.xml · nonDerivative · entry 1

Oppenheimer Justin Robert · CIK 0002100574 · COO & National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,259

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:32 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 9,150 $14.11 $129,106.50
Disclosure

SEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 4

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,853

F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:32 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 16,363 $14.11 $230,881.93
Disclosure

SEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 3

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,703

F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 05, 2026 Filed Mar 9, 2026 23:32 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 17,717 $14.11 $249,986.87
Disclosure

SEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 2

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,340

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
January 13, 2026 Filed Jan 15, 2026 22:09 UTC
Oppenheimer Justin RobertCOO & National Group President
GrantCommon Stock 77,736 $16.08 $1,249,994.88
Disclosure

SEC source: 0002100574-26-000003 · wk-form4_1768514939.xml · nonDerivative · entry 1

Oppenheimer Justin Robert · CIK 0002100574 · COO & National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,736

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on January 13, 2026 (the "Grant Date"). The RSAs vest in one installment on the first anniversary of the Grant Date.

Read SEC document
September 04, 2025 Filed Sep 8, 2025 20:29 UTC
Bane Harrison R.National Group President
SaleCommon Stock 3,613 $22.48 $81,220.24
Disclosure

SEC source: 0001638833-25-000151 · wk-form4_1757363354.xml · nonDerivative · entry 2

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,181

Read SEC document
September 04, 2025 Filed Sep 8, 2025 20:29 UTC
Bane Harrison R.National Group President
SaleCommon Stock 5,726 $22.48 $128,720.48
Disclosure

SEC source: 0001638833-25-000151 · wk-form4_1757363354.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,794

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2025.

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August 11, 2025 Filed Aug 13, 2025 16:16 UTC SaleCommon Stock 20,018 $22.74 $455,209.32
Disclosure

SEC source: 0001638833-25-000142 · wk-form4_1755116159.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,565

F1 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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August 11, 2025 Filed Aug 15, 2025 18:31 UTC Amendment SaleCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000146 · wk-form4a_1755297070.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,583

F1 · balance_after: The Original Form 4 is being amended by this Form 4/A to correct an inadvertent error reporting the disposition of shares on August 11, 2025 and to correct the number of shares beneficially owned directly by the reporting person after this reported transaction.

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August 11, 2025 Filed Aug 15, 2025 22:31 UTC SaleCommon Stock 20,018 $22.74 $455,209.32
Disclosure

SEC source: 0001638833-25-000145 · wk-form4_1755297063.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,173

F1 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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August 08, 2025 Filed Aug 8, 2025 20:11 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 47,491 $23.39 $1,110,814.49
Disclosure

SEC source: 0001638833-25-000140 · wk-form4_1754683872.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,377

F1 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.

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June 10, 2025 Filed Jun 12, 2025 16:26 UTC GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000114 · wk-form4_1749759981.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,583

F1 · shares: Shares will vest on June 10, 2026.

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June 10, 2025 Filed Jun 12, 2025 16:25 UTC
Deane John ADirector
GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000108 · wk-form4_1749759911.xml · nonDerivative · entry 1

Deane John A · CIK 0001778319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,252

F1 · shares: Shares will vest on June 10, 2026.

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June 10, 2025 Filed Jun 12, 2025 20:26 UTC GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000113 · wk-form4_1749759970.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,191

F1 · shares: Shares will vest on June 10, 2026.

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June 10, 2025 Filed Jun 12, 2025 20:26 UTC GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000112 · wk-form4_1749759958.xml · nonDerivative · entry 1

Forese Laura L · CIK 0001637195 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,861

F1 · shares: Shares will vest on June 10, 2026.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.