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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
June 10, 2025 Filed Jun 12, 2025 20:25 UTC
HENDRIX BLAIR EDirector · 10% owner
GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000111 · wk-form4_1749759948.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,953,833

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

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:25 UTC GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000110 · wk-form4_1749759938.xml · nonDerivative · entry 1

ADLERZ CLIFFORD G · CIK 0001277710 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,434

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

Read SEC document
June 10, 2025 Filed Jun 12, 2025 20:25 UTC
TURNER BRENTDirector
GrantCommon Stock 6,861 $23.32 $159,998.52
Disclosure

SEC source: 0001638833-25-000109 · wk-form4_1749759922.xml · nonDerivative · entry 1

TURNER BRENT · CIK 0001243882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,924

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

Read SEC document
March 21, 2025 Filed Mar 25, 2025 20:32 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
GrantCommon Stock 4,233 $24.21 $102,480.93
Disclosure

SEC source: 0001638833-25-000079 · wk-form4_1742934766.xml · nonDerivative · entry 1

DeVeydt Wayne S · CIK 0001321392 · Director · Exec Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,203

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 21, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 14, 2025 Filed Mar 17, 2025 16:16 UTC
Webb William TrentonAmerican Group President
SaleCommon Stock 138 $23.70 $3,270.60
Disclosure

SEC source: 0001638833-25-000075 · wk-form4_1742242591.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,521

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2025.

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 14, 2025 Filed Mar 17, 2025 16:16 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 74 $23.78 $1,759.72
Disclosure

SEC source: 0001638833-25-000076 · wk-form4_1742242612.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,839

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2025.

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 14, 2025 Filed Mar 17, 2025 20:17 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 612 $23.94 $14,651.28
Disclosure

SEC source: 0001638833-25-000077 · wk-form4_1742242622.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,047

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2025.

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 10, 2025 Filed Mar 13, 2025 16:28 UTC
Webb William TrentonAmerican Group President
SaleCommon Stock 2,057 $24.06 $49,491.42
Disclosure

SEC source: 0001638833-25-000068 · wk-form4_1741897725.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,659

F1 · 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.

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 10, 2025 Filed Mar 13, 2025 16:29 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 1,240 $24.14 $29,933.60
Disclosure

SEC source: 0001638833-25-000069 · wk-form4_1741897735.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,913

F1 · 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.

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 10, 2025 Filed Mar 13, 2025 20:29 UTC
Bane Harrison R.National Group President
SaleCommon Stock 4,045 $24.16 $97,727.20
Disclosure

SEC source: 0001638833-25-000071 · wk-form4_1741897759.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,520

F1 · 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.

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 10, 2025 Filed Mar 13, 2025 20:29 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 3,008 $23.97 $72,101.76
Disclosure

SEC source: 0001638833-25-000070 · wk-form4_1741897746.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,659

F1 · 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.

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 10, 2025 Filed Mar 13, 2025 20:28 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 6,733 $24.02 $161,726.66
Disclosure

SEC source: 0001638833-25-000067 · wk-form4_1741897716.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,868

F1 · 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.

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 10, 2025 Filed Mar 13, 2025 20:28 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 3,156 $24.09 $76,028.04
Disclosure

SEC source: 0001638833-25-000066 · wk-form4_1741897706.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,408

F1 · 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.

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 04, 2025 Filed Mar 6, 2025 16:41 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 3,781 $23.80 $89,987.80
Disclosure

SEC source: 0001638833-25-000048 · wk-form4_1741297284.xml · nonDerivative · entry 2

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,716

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 16:41 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 12,605 $23.80 $299,999.00
Disclosure

SEC source: 0001638833-25-000048 · wk-form4_1741297284.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,935

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 16:40 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 5,882 $23.80 $139,991.60
Disclosure

SEC source: 0001638833-25-000045 · wk-form4_1741297252.xml · nonDerivative · entry 2

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,153

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 16:40 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 10,084 $23.80 $239,999.20
Disclosure

SEC source: 0001638833-25-000045 · wk-form4_1741297252.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,271

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 16:40 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 29,411 $23.80 $699,981.80
Disclosure

SEC source: 0001638833-25-000042 · wk-form4_1741297218.xml · nonDerivative · entry 2

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 674,142

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 16:40 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 84,033 $23.80 $1,999,985.40
Disclosure

SEC source: 0001638833-25-000042 · wk-form4_1741297218.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 644,731

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:41 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 6,302 $23.80 $149,987.60
Disclosure

SEC source: 0001638833-25-000047 · wk-form4_1741297273.xml · nonDerivative · entry 2

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,564

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:41 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 10,084 $23.80 $239,999.20
Disclosure

SEC source: 0001638833-25-000047 · wk-form4_1741297273.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,262

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:41 UTC
Bane Harrison R.National Group President
GrantCommon Stock 6,302 $23.80 $149,987.60
Disclosure

SEC source: 0001638833-25-000046 · wk-form4_1741297262.xml · nonDerivative · entry 2

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,565

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:41 UTC
Bane Harrison R.National Group President
GrantCommon Stock 17,226 $23.80 $409,978.80
Disclosure

SEC source: 0001638833-25-000046 · wk-form4_1741297262.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,263

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:40 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 14,285 $23.80 $339,983.00
Disclosure

SEC source: 0001638833-25-000044 · wk-form4_1741297242.xml · nonDerivative · entry 2

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,667

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:40 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 25,210 $23.80 $599,998.00
Disclosure

SEC source: 0001638833-25-000044 · wk-form4_1741297242.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,382

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:40 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 15,126 $23.80 $359,998.80
Disclosure

SEC source: 0001638833-25-000043 · wk-form4_1741297231.xml · nonDerivative · entry 2

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,601

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date.

Read SEC document
March 04, 2025 Filed Mar 6, 2025 21:40 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 33,613 $23.80 $799,989.40
Disclosure

SEC source: 0001638833-25-000043 · wk-form4_1741297231.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,475

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 07, 2025 Filed Feb 10, 2025 17:06 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 26,520 $25.65 $680,238.00
Disclosure

SEC source: 0001638833-25-000024 · wk-form4_1739225188.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560,698

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025.

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
February 07, 2025 Filed Feb 10, 2025 22:07 UTC
Bane Harrison R.National Group President
SaleCommon Stock 56,315 $25.64 $1,443,916.60
Disclosure

SEC source: 0001638833-25-000028 · wk-form4_1739225232.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,037

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025.

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
February 07, 2025 Filed Feb 10, 2025 22:07 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 13,641 $25.61 $349,346.01
Disclosure

SEC source: 0001638833-25-000027 · wk-form4_1739225222.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,862

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025 and February 1, 2025.

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
February 07, 2025 Filed Feb 10, 2025 22:06 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 14,700 $25.61 $376,467.00
Disclosure

SEC source: 0001638833-25-000026 · wk-form4_1739225211.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,178

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025 and February 1, 2025.

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
February 07, 2025 Filed Feb 10, 2025 22:06 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 5,681 $25.83 $146,740.23
Disclosure

SEC source: 0001638833-25-000025 · wk-form4_1739225199.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,172

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025.

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
February 04, 2025 Filed Feb 4, 2025 16:50 UTC
Webb William TrentonAmerican Group President
SaleCommon Stock 257 $25.70 $6,604.90
Disclosure

SEC source: 0001638833-25-000018 · wk-form4_1738705842.xml · nonDerivative · entry 2

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,330

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025.

Read SEC document
February 04, 2025 Filed Feb 4, 2025 16:49 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 167 $25.68 $4,288.56
Disclosure

SEC source: 0001638833-25-000012 · wk-form4_1738705769.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,187

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025.

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
January 31, 2025 Filed Feb 4, 2025 16:50 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 3,207 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000018 · wk-form4_1738705842.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,587

F1 · shares: Shares issued based on performance vesting criteria for year ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on February 28, 2024. Shares will vest in two equal annual installments on each of the first two anniversaries of January 31, 2025.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 16:50 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 111,048 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000014 · wk-form4_1738705794.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 587,218

F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on March 11, 2022. Shares vested immediately upon certification by the Board on January 31, 2025.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 21:50 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 22,209 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000017 · wk-form4_1738705830.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,853

F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on March 11, 2022. Shares vested immediately upon certification by the Board on January 31, 2025.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 21:50 UTC
Bane Harrison R.National Group President
GrantCommon Stock 115,116 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000016 · wk-form4_1738705818.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,352

F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on September 1, 2022. Shares vested immediately upon certification by the Board on January 31, 2025.

Read SEC document
January 31, 2025 Filed Feb 4, 2025 21:50 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 26,784 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000015 · wk-form4_1738705805.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,503

F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on February 1, 2022. Shares vested immediately upon certification by the Board on January 31, 2025.

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January 31, 2025 Filed Feb 4, 2025 21:49 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 25,110 $0.00 $0.00
Disclosure

SEC source: 0001638833-25-000013 · wk-form4_1738705781.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,878

F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on February 1, 2022. Shares vested immediately upon certification by the Board on January 31, 2025.

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December 12, 2024 Filed Dec 16, 2024 16:40 UTC
Evans Jason EricChief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 16,500 $0.00 Strike: $11.54 $0.00
Disclosure

SEC source: 0001638833-24-000149 · wk-form4_1734385206.xml · derivative · entry 2

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 483,500

Underlying: Common Stock · 16,500 shares

Expires 2029-04-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The option to purchase shares is fully vested.

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December 12, 2024 Filed Dec 16, 2024 16:40 UTC
Evans Jason EricChief Executive Officer
Exercise / conversionCommon Stock 16,500 $11.54 $190,410.00
Disclosure

SEC source: 0001638833-24-000149 · wk-form4_1734385206.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 476,170

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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September 04, 2024 Filed Sep 4, 2024 20:07 UTC
Bane Harrison R.National Group President
SaleCommon Stock 6,325 $31.11 $196,741.66
Disclosure

SEC source: 0001638833-24-000141 · wk-form4_1725480468.xml · nonDerivative · entry 2

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,236

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2024.

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September 01, 2024 Filed Sep 4, 2024 16:07 UTC
Webb William TrentonAmerican Group President
GrantCommon Stock 1,877 $31.95 $59,970.15
Disclosure

SEC source: 0001638833-24-000140 · wk-form4_1725480457.xml · nonDerivative · entry 1

Webb William Trenton · CIK 0002034231 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,380

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on September 1, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

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September 01, 2024 Filed Sep 4, 2024 20:07 UTC
Bane Harrison R.National Group President
GrantCommon Stock 1,251 $31.95 $39,969.45
Disclosure

SEC source: 0001638833-24-000141 · wk-form4_1725480468.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,561

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on September 1, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

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June 12, 2024 Filed Jun 13, 2024 17:31 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 6,000 $26.39 $158,310.00
Disclosure

SEC source: 0001638833-24-000129 · wk-form4_1718314308.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,354

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June 06, 2024 Filed Jun 10, 2024 16:26 UTC GrantCommon Stock 6,170 $25.93 $159,988.10
Disclosure

SEC source: 0001638833-24-000125 · wk-form4_1718051182.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,722

F1 · shares: Shares will vest on June 6, 2025.

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June 06, 2024 Filed Jun 10, 2024 16:26 UTC
Deane John ADirector
GrantCommon Stock 6,170 $25.93 $159,988.10
Disclosure

SEC source: 0001638833-24-000123 · wk-form4_1718051159.xml · nonDerivative · entry 1

Deane John A · CIK 0001778319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,391

F1 · shares: Shares will vest on June 6, 2025.

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June 06, 2024 Filed Jun 10, 2024 20:25 UTC GrantCommon Stock 6,170 $25.93 $159,988.10
Disclosure

SEC source: 0001638833-24-000121 · wk-form4_1718051135.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,330

F1 · shares: Shares will vest on June 6, 2025.

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June 06, 2024 Filed Jun 10, 2024 20:26 UTC
TURNER BRENTDirector
GrantCommon Stock 6,170 $25.93 $159,988.10
Disclosure

SEC source: 0001638833-24-000124 · wk-form4_1718051170.xml · nonDerivative · entry 1

TURNER BRENT · CIK 0001243882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,063

F1 · shares: Shares will vest on June 6, 2025

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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.