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

SEC source: 0001638833-24-000122 · wk-form4_1718051147.xml · nonDerivative · entry 1

ADLERZ CLIFFORD G · CIK 0001277710 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,573

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

Read SEC document
May 31, 2024 Filed Jun 3, 2024 18:17 UTC
Owens Bradley R.National Group President
SaleCommon Stock 6,000 $27.65 $165,900.00
Disclosure

SEC source: 0001638833-24-000115 · wk-form4_1717453051.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,338

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.

Read SEC document
March 14, 2024 Filed Mar 15, 2024 21:09 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 721 $28.59 $20,613.39
Disclosure

SEC source: 0001638833-24-000076 · wk-form4_1710536984.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,719

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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, 2024 Filed Mar 13, 2024 16:49 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 4,840 $29.71 $143,796.40
Disclosure

SEC source: 0001638833-24-000074 · wk-form4_1710362941.xml · nonDerivative · entry 2

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 459,670

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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 12, 2024 Filed Mar 13, 2024 16:41 UTC
Owens Bradley R.National Group President
SaleCommon Stock 1,815 $29.82 $54,123.30
Disclosure

SEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 3

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,338

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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 12, 2024 Filed Mar 13, 2024 16:41 UTC
Owens Bradley R.National Group President
SaleCommon Stock 968 $29.82 $28,865.76
Disclosure

SEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 2

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,153

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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 12, 2024 Filed Mar 13, 2024 16:41 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 111 $29.74 $3,301.14
Disclosure

SEC source: 0001638833-24-000072 · wk-form4_1710362464.xml · nonDerivative · entry 2

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,354

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

F2 · balance_after: 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 12, 2024 Filed Mar 13, 2024 20:40 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 922 $29.74 $27,420.28
Disclosure

SEC source: 0001638833-24-000070 · wk-form4_1710362434.xml · nonDerivative · entry 2

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,644

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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 12, 2024 Filed Mar 13, 2024 20:40 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 787 $29.87 $23,507.69
Disclosure

SEC source: 0001638833-24-000069 · wk-form4_1710362422.xml · nonDerivative · entry 2

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,321

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024.

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 11, 2024 Filed Mar 13, 2024 16:41 UTC
Owens Bradley R.National Group President
SaleCommon Stock 632 $29.49 $18,637.68
Disclosure

SEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,121

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024.

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 11, 2024 Filed Mar 13, 2024 16:41 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 127 $29.59 $3,757.93
Disclosure

SEC source: 0001638833-24-000072 · wk-form4_1710362464.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,465

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024.

F2 · balance_after: 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 11, 2024 Filed Mar 13, 2024 16:49 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 1,984 $29.44 $58,408.96
Disclosure

SEC source: 0001638833-24-000074 · wk-form4_1710362941.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 464,510

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024.

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 11, 2024 Filed Mar 13, 2024 20:40 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 675 $29.70 $20,047.50
Disclosure

SEC source: 0001638833-24-000070 · wk-form4_1710362434.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,566

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024.

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 11, 2024 Filed Mar 13, 2024 20:40 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 651 $29.54 $19,230.54
Disclosure

SEC source: 0001638833-24-000069 · wk-form4_1710362422.xml · nonDerivative · entry 1

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,108

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024.

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, 2024 Filed Mar 6, 2024 21:54 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 1,347 $30.70 $41,352.90
Disclosure

SEC source: 0001638833-24-000062 · wk-form4_1709762033.xml · nonDerivative · entry 1

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,759

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 16:54 UTC
Owens Bradley R.National Group President
SaleCommon Stock 1,658 $30.43 $50,452.94
Disclosure

SEC source: 0001638833-24-000063 · wk-form4_1709762057.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,753

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 16:53 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 586 $30.41 $17,820.26
Disclosure

SEC source: 0001638833-24-000061 · wk-form4_1709762022.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,592

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 16:52 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 9,070 $30.61 $277,632.70
Disclosure

SEC source: 0001638833-24-000057 · wk-form4_1709761954.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 466,494

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 21:54 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 2,318 $30.73 $71,232.14
Disclosure

SEC source: 0001638833-24-000064 · wk-form4_1709762078.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,241

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 21:53 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 3,426 $30.37 $104,047.62
Disclosure

SEC source: 0001638833-24-000060 · wk-form4_1709762005.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,440

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 21:53 UTC
Bane Harrison R.American Group President
SaleCommon Stock 3,304 $30.53 $100,871.12
Disclosure

SEC source: 0001638833-24-000059 · wk-form4_1709761987.xml · nonDerivative · entry 2

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,310

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, 2024 Filed Mar 6, 2024 21:53 UTC
Bane Harrison R.American Group President
SaleCommon Stock 1,800 $30.53 $54,954.00
Disclosure

SEC source: 0001638833-24-000059 · wk-form4_1709761987.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,614

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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, 2024 Filed Mar 6, 2024 21:53 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 1,284 $30.17 $38,738.28
Disclosure

SEC source: 0001638833-24-000058 · wk-form4_1709761967.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,768

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024.

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 28, 2024 Filed Mar 1, 2024 17:08 UTC
Owens Bradley R.National Group President
GrantCommon Stock 10,262 $31.18 $319,969.16
Disclosure

SEC source: 0001638833-24-000041 · wk-form4_1709330892.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,411

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 17:09 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 6,414 $31.18 $199,988.52
Disclosure

SEC source: 0001638833-24-000045 · wk-form4_1709330959.xml · nonDerivative · entry 2

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,178

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 17:09 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 320 $31.18 $9,977.60
Disclosure

SEC source: 0001638833-24-000045 · wk-form4_1709330959.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,764

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in two equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 17:08 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 56,446 $31.18 $1,759,986.28
Disclosure

SEC source: 0001638833-24-000042 · wk-form4_1709330905.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 475,564

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:25 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 19,243 $31.18 $599,996.74
Disclosure

SEC source: 0001638833-24-000048 · wk-form4_1709331927.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,559

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:20 UTC
TAPARO ANTHONYChief Growth Officer
GrantCommon Stock 2,084 $31.18 $64,979.12
Disclosure

SEC source: 0001638833-24-000046 · wk-form4_1709331589.xml · nonDerivative · entry 2

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,106

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in two equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:20 UTC
TAPARO ANTHONYChief Growth Officer
GrantCommon Stock 8,338 $31.18 $259,978.84
Disclosure

SEC source: 0001638833-24-000046 · wk-form4_1709331589.xml · nonDerivative · entry 1

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,022

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:09 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 7,697 $31.18 $239,992.46
Disclosure

SEC source: 0001638833-24-000044 · wk-form4_1709330939.xml · nonDerivative · entry 2

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,052

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:09 UTC
Brittenham MarissaChief Strategy Officer
GrantCommon Stock 2,886 $31.18 $89,985.48
Disclosure

SEC source: 0001638833-24-000044 · wk-form4_1709330939.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,355

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in two equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:08 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 25,657 $31.18 $799,985.26
Disclosure

SEC source: 0001638833-24-000043 · wk-form4_1709330920.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,866

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:08 UTC
Bane Harrison R.American Group President
GrantCommon Stock 1,443 $31.18 $44,992.74
Disclosure

SEC source: 0001638833-24-000040 · wk-form4_1709330874.xml · nonDerivative · entry 2

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,414

F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in two equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:08 UTC
Bane Harrison R.American Group President
GrantCommon Stock 10,262 $31.18 $319,969.16
Disclosure

SEC source: 0001638833-24-000040 · wk-form4_1709330874.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,971

F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 16:17 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 192 $33.42 $6,416.64
Disclosure

SEC source: 0001638833-24-000024 · wk-form4_1708118231.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,444

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 13, 2024 Filed Feb 14, 2024 21:24 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 1,100 $33.40 $36,740.00
Disclosure

SEC source: 0001638833-24-000014 · wk-form4_1707945830.xml · nonDerivative · entry 1

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,315

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 12, 2024 Filed Feb 14, 2024 16:29 UTC
Owens Bradley R.National Group President
SaleCommon Stock 1,040 $35.22 $36,628.80
Disclosure

SEC source: 0001638833-24-000018 · wk-form4_1707946143.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,149

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 12, 2024 Filed Feb 14, 2024 16:32 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 5,780 $35.08 $202,762.40
Disclosure

SEC source: 0001638833-24-000020 · wk-form4_1707946300.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 419,118

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 12, 2024 Filed Feb 14, 2024 21:34 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 1,020 $34.93 $35,628.60
Disclosure

SEC source: 0001638833-24-000022 · wk-form4_1707946440.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,209

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 12, 2024 Filed Feb 14, 2024 21:26 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 1,115 $34.83 $38,835.45
Disclosure

SEC source: 0001638833-24-000016 · wk-form4_1707945930.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,333

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024.

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 06, 2024 Filed Feb 8, 2024 17:03 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 167 $32.24 $5,384.08
Disclosure

SEC source: 0001638833-24-000012 · wk-form4_1707429773.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,636

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2024.

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 02, 2024 Filed Feb 6, 2024 21:11 UTC
Brittenham MarissaChief Strategy Officer
SaleCommon Stock 1,637 $31.89 $52,203.93
Disclosure

SEC source: 0001638833-24-000010 · wk-form4_1707253861.xml · nonDerivative · entry 1

Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,469

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 1, 2024.

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 02, 2024 Filed Feb 6, 2024 21:08 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 2,306 $31.89 $73,538.34
Disclosure

SEC source: 0001638833-24-000008 · wk-form4_1707253715.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,229

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 1, 2024.

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
December 28, 2023 Filed Jan 2, 2024 21:55 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
GiftCommon Stock 30,900 $0.00 $0.00
Disclosure

SEC source: 0001638833-24-000002 · wk-form4_1704232491.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: 100,970

F1 · kind: Bona fide gift of common stock to a charitable donor-advised fund.

Read SEC document
December 19, 2023 Filed Dec 22, 2023 01:13 UTC
Bain Capital Investors LLCDirector · 10% owner
BCPE Seminole GP LLCDirector · 10% owner
BCPE Seminole Holdings LPDirector · 10% owner
BCPE Seminole GP II LLCDirector · 10% owner
BCPE Seminole GP III LLCDirector · 10% owner
BCPE Seminole Holdings IV, L.P.Director · 10% owner
OtherCommon Stock 474,407 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020679 · doc4.xml · nonDerivative · entry 2

BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner

BCPE Seminole GP LLC · CIK 0001712857 · Director · 10% owner

BCPE Seminole Holdings LP · CIK 0001712856 · Director · 10% owner

BCPE Seminole GP II LLC · CIK 0001958242 · Director · 10% owner

BCPE Seminole Holdings II Intermediate LP · CIK 0001958422 · Director · 10% owner

BCPE Seminole Holdings III, L.P. · CIK 0001958305 · Director · 10% owner

BCPE Seminole GP III LLC · CIK 0001964244 · Director · 10% owner

BCPE Seminole Holdings IV, L.P. · CIK 0001958120 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 49,946,972

F6 · kind: On December 19, 2023, BCPE Seminole distributed 474,407 shares of Common Stock to one or more members or partners in connection with certain charitable gifts made on December 19, 2023 (the "December 2023 Distribution").

F1 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the sole member of BCPE Seminole GP LLC ("BCPE Seminole GP"), which is the general partner of BCPE Seminole Holdings LP ("BCPE Seminole") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV"). As a result, each of BCI and BCPE Seminole GP may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole and BCPE Seminole IV. Each of BCI and BCPE Seminole GP disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F2 · ownership.nature: BCI is the sole member of BCPE Seminole GP II LLC ("BCPE Seminole GP II"), which is the general partner of BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"). As a result, each of BCI and BCPE Seminole GP II may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole II. Each of BCI and BCPE Seminole GP II disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F3 · ownership.nature: BCI is the sole member of BCPE Seminole GP III LLC ("BCPE Seminole GP III"), which is the general partner of BCPE Seminole Holdings III, L.P. ("BCPE Seminole III"). As a result, each of BCI and BCPE Seminole GP III may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole III. Each of BCI and BCPE Seminole GP III disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F4 · ownership.nature: BCI is the general partner of Bain Capital Partners XI, L.P., which is the general partner of Bain Capital Fund XI, L.P. ("Bain Capital Fund XI"). The shares of Common Stock held by BCPE Seminole II, BCPE Seminole III and BCPE Seminole IV were previously acquired from BCPE Seminole and Bain Capital Fund XI in transactions exempt from Section 16 pursuant to Rule 16a-13.

F7 · ownership.nature: Following the December 2023 Secondary Offering and December 2023 Distribution, BCPE Seminole held 10,708,102 shares of Common Stock, BCPE Seminole II held 30,055,197 shares of Common Stock, BCPE Seminole III held 4,232,353 shares of Common Stock and BCPE Seminole IV held 4,951,320 shares of Common Stock.

Read SEC document
December 19, 2023 Filed Dec 22, 2023 01:13 UTC
Bain Capital Investors LLCDirector · 10% owner
BCPE Seminole GP LLCDirector · 10% owner
BCPE Seminole Holdings LPDirector · 10% owner
BCPE Seminole GP II LLCDirector · 10% owner
BCPE Seminole GP III LLCDirector · 10% owner
BCPE Seminole Holdings IV, L.P.Director · 10% owner
SaleCommon Stock 7,826,870 $33.44 $261,730,532.80
Disclosure

SEC source: 0000899243-23-020679 · doc4.xml · nonDerivative · entry 1

BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner

BCPE Seminole GP LLC · CIK 0001712857 · Director · 10% owner

BCPE Seminole Holdings LP · CIK 0001712856 · Director · 10% owner

BCPE Seminole GP II LLC · CIK 0001958242 · Director · 10% owner

BCPE Seminole Holdings II Intermediate LP · CIK 0001958422 · Director · 10% owner

BCPE Seminole Holdings III, L.P. · CIK 0001958305 · Director · 10% owner

BCPE Seminole GP III LLC · CIK 0001964244 · Director · 10% owner

BCPE Seminole Holdings IV, L.P. · CIK 0001958120 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 50,421,379

F5 · kind: On December 19, 2023, BCPE Seminole and BCPE Seminole II sold 1,706,257 and 6,120,613 shares of Common Stock, respectively, in an underwritten public offering (the "December 2023 Secondary Offering").

F1 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the sole member of BCPE Seminole GP LLC ("BCPE Seminole GP"), which is the general partner of BCPE Seminole Holdings LP ("BCPE Seminole") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV"). As a result, each of BCI and BCPE Seminole GP may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole and BCPE Seminole IV. Each of BCI and BCPE Seminole GP disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F2 · ownership.nature: BCI is the sole member of BCPE Seminole GP II LLC ("BCPE Seminole GP II"), which is the general partner of BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"). As a result, each of BCI and BCPE Seminole GP II may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole II. Each of BCI and BCPE Seminole GP II disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F3 · ownership.nature: BCI is the sole member of BCPE Seminole GP III LLC ("BCPE Seminole GP III"), which is the general partner of BCPE Seminole Holdings III, L.P. ("BCPE Seminole III"). As a result, each of BCI and BCPE Seminole GP III may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole III. Each of BCI and BCPE Seminole GP III disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F4 · ownership.nature: BCI is the general partner of Bain Capital Partners XI, L.P., which is the general partner of Bain Capital Fund XI, L.P. ("Bain Capital Fund XI"). The shares of Common Stock held by BCPE Seminole II, BCPE Seminole III and BCPE Seminole IV were previously acquired from BCPE Seminole and Bain Capital Fund XI in transactions exempt from Section 16 pursuant to Rule 16a-13.

F7 · ownership.nature: Following the December 2023 Secondary Offering and December 2023 Distribution, BCPE Seminole held 10,708,102 shares of Common Stock, BCPE Seminole II held 30,055,197 shares of Common Stock, BCPE Seminole III held 4,232,353 shares of Common Stock and BCPE Seminole IV held 4,951,320 shares of Common Stock.

Read SEC document
December 19, 2023 Filed Dec 22, 2023 01:29 UTC
Kaplan Andrew T.Director · 10% owner
OtherCommon Stock 474,407 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-072382 · ownership.xml · nonDerivative · entry 2

Kaplan Andrew T. · CIK 0001752059 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 49,946,972

F3 · kind: On December 19, 2023, BCPE Seminole distributed 474,407 shares of Common Stock to one or more members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners.

F1 · ownership.nature: Represents shares of Common Stock held directly by BCPE Seminole Holdings LP ("BCPE Seminole"), BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"), BCPE Seminole Holdings III, L.P. ("BCPE Seminole III") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV" and, together with BCPE Seminole, BCPE Seminole II and BCPE Seminole III, the "Bain Capital Entities").

F2 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the sole member of (i) BCPE Seminole GP LLC, which is the general partner of BCPE Seminole and BCPE Seminole IV, (ii) BCPE Seminole GP II LLC, which is the general partner of BCPE Seminole II, and (iii) BCPE Seminole GP III LLC, which is the general partner of BCPE Seminole III. Mr. Kaplan is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. Kaplan may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. Kaplan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
December 19, 2023 Filed Dec 22, 2023 01:29 UTC
Kaplan Andrew T.Director · 10% owner
SaleCommon Stock 7,826,870 $33.44 $261,730,532.80
Disclosure

SEC source: 0000950170-23-072382 · ownership.xml · nonDerivative · entry 1

Kaplan Andrew T. · CIK 0001752059 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 50,421,379

F1 · ownership.nature: Represents shares of Common Stock held directly by BCPE Seminole Holdings LP ("BCPE Seminole"), BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"), BCPE Seminole Holdings III, L.P. ("BCPE Seminole III") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV" and, together with BCPE Seminole, BCPE Seminole II and BCPE Seminole III, the "Bain Capital Entities").

F2 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the sole member of (i) BCPE Seminole GP LLC, which is the general partner of BCPE Seminole and BCPE Seminole IV, (ii) BCPE Seminole GP II LLC, which is the general partner of BCPE Seminole II, and (iii) BCPE Seminole GP III LLC, which is the general partner of BCPE Seminole III. Mr. Kaplan is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. Kaplan may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. Kaplan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

Read SEC document
December 19, 2023 Filed Dec 21, 2023 17:17 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 5,000 $33.44 $167,200.00
Disclosure

SEC source: 0001104659-23-128318 · tm2333534-1_4seq1.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 419,898

Read SEC document

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