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
December 19, 2023 Filed Dec 22, 2023 01:21 UTC
O'Reilly T. DevinDirector · 10% owner
GiftCommon Stock 3,605 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020681 · doc4.xml · nonDerivative · entry 3

O'Reilly T. Devin · CIK 0001712887 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F4 · kind: Mr. O'Reilly made a charitable gift of all 3,605 shares of Common Stock that he received in connection with the distribution described in footnote 3 above.

Read SEC document
December 19, 2023 Filed Dec 22, 2023 01:21 UTC
O'Reilly T. DevinDirector · 10% owner
OtherCommon Stock 474,407 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020681 · doc4.xml · nonDerivative · entry 2

O'Reilly T. Devin · CIK 0001712887 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

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, including 3,605 shares of Common Stock to Mr. O'Reilly in connection with certain charitable gifts made by such members or partners or their direct or indirect owners, including Mr. O'Reilly.

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. O'Reilly is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. O'Reilly may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. O'Reilly disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.

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December 19, 2023 Filed Dec 22, 2023 01:21 UTC
O'Reilly T. DevinDirector · 10% owner
SaleCommon Stock 7,826,870 $33.44 $261,730,532.80
Disclosure

SEC source: 0000899243-23-020681 · doc4.xml · nonDerivative · entry 1

O'Reilly T. Devin · CIK 0001712887 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

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. O'Reilly is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. O'Reilly may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. O'Reilly 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 01:17 UTC
HENDRIX BLAIR EDirector · 10% owner
OtherCommon Stock 474,407 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-072372 · ownership.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

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. Hendrix is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. Hendrix may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. Hendrix 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 01:17 UTC
HENDRIX BLAIR EDirector · 10% owner
SaleCommon Stock 7,826,870 $33.44 $261,730,532.80
Disclosure

SEC source: 0000950170-23-072372 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

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. Hendrix is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. Hendrix may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. Hendrix 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 22:17 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
Exercise / conversionOption to Purchase Common Stock · Derivative 100,000 $0.00 Strike: $12.90 $0.00
Disclosure

SEC source: 0001104659-23-128319 · tm2333534-2_4seq1.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,090,000

Underlying: Common Stock · 100,000 shares

Expires 2028-01-04

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 19, 2023 Filed Dec 21, 2023 22:17 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
SaleCommon Stock 168,130 $33.44 $5,622,267.20
Disclosure

SEC source: 0001104659-23-128319 · tm2333534-2_4seq1.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,870

Read SEC document
December 19, 2023 Filed Dec 21, 2023 22:17 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
Exercise / conversionCommon Stock 100,000 $12.90 $1,290,000.00
Disclosure

SEC source: 0001104659-23-128319 · tm2333534-2_4seq1.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: 300,000

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.

Read SEC document
September 05, 2023 Filed Sep 5, 2023 20:05 UTC
Bane Harrison R.American Group President
SaleCommon Stock 3,835 $35.98 $137,994.81
Disclosure

SEC source: 0001638833-23-000087 · wk-form4_1693944320.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,709

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2023.

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
August 30, 2023 Filed Sep 1, 2023 20:11 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 2,000 $36.12 $72,242.00
Disclosure

SEC source: 0001638833-23-000085 · wk-form4_1693599066.xml · nonDerivative · entry 2

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,535

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
August 29, 2023 Filed Sep 1, 2023 20:11 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 202 $35.21 $7,112.62
Disclosure

SEC source: 0001638833-23-000085 · wk-form4_1693599066.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,535

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on August 28, 2023.

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
June 29, 2023 Filed Jul 3, 2023 13:17 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 1,892 $45.10 $85,329.20
Disclosure

SEC source: 0001638833-23-000076 · wk-form4_1688404652.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 424,898

F1 · shares: This transaction was effective pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/24/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time.

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
June 01, 2023 Filed Apr 5, 2024 16:50 UTC GrantCommon Stock 4,192 $38.16 $159,966.72
Disclosure

SEC source: 0001638833-24-000092 · wk-form4_1712350195.xml · nonDerivative · entry 1

Maryland Patricia Anne · CIK 0001798468 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,552

F1 · shares: Shares will vest on June 1, 2024.

Read SEC document
June 01, 2023 Filed Apr 5, 2024 16:50 UTC
Deane John ADirector
GrantCommon Stock 4,192 $38.16 $159,966.72
Disclosure

SEC source: 0001638833-24-000093 · wk-form4_1712350208.xml · nonDerivative · entry 1

Deane John A · CIK 0001778319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,221

F1 · shares: Shares will vest on June 1, 2024.

Read SEC document
June 01, 2023 Filed Apr 5, 2024 20:50 UTC GrantCommon Stock 4,192 $38.16 $159,966.72
Disclosure

SEC source: 0001638833-24-000095 · wk-form4_1712350235.xml · nonDerivative · entry 1

DeLuca Teresa · CIK 0001685627 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,160

F1 · shares: Shares will vest on June 1, 2024.

Read SEC document
June 01, 2023 Filed Apr 5, 2024 20:50 UTC
TURNER BRENTDirector
GrantCommon Stock 4,192 $38.16 $159,966.72
Disclosure

SEC source: 0001638833-24-000096 · wk-form4_1712350246.xml · nonDerivative · entry 1

TURNER BRENT · CIK 0001243882 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,893

F1 · shares: Shares will vest on June 1, 2024.

Read SEC document
June 01, 2023 Filed Apr 5, 2024 20:50 UTC GrantCommon Stock 4,192 $38.16 $159,966.72
Disclosure

SEC source: 0001638833-24-000094 · wk-form4_1712350222.xml · nonDerivative · entry 1

ADLERZ CLIFFORD G · CIK 0001277710 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,403

F1 · shares: Shares will vest on June 1, 2024

Read SEC document
May 17, 2023 Filed May 18, 2023 17:19 UTC
Owens Bradley R.National Group President
SaleCommon Stock 7,191 $36.31 $261,105.21
Disclosure

SEC source: 0001638833-23-000072 · wk-form4_1684444740.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,189

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
May 12, 2023 Filed May 16, 2023 20:35 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
GiftCommon Stock 18,999 $0.00 $0.00
Disclosure

SEC source: 0001638833-23-000071 · wk-form4_1684269341.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: 200,000

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

Read SEC document
March 31, 2023 Filed Apr 3, 2023 21:18 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 7,674 $34.26 $262,911.24
Disclosure

SEC source: 0001638833-23-000056 · wf-form4_168057110439021.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426,790

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 24, 2023.

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 24, 2023 Filed Mar 28, 2023 16:46 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 20,408 $0.00 $0.00
Disclosure

SEC source: 0001638833-23-000055 · wf-form4_168003636673490.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 434,464

F1 · shares: The Compensation Committee approved this award of unrestricted common stock in lieu of, and in full settlement of, a portion of the cash incentive award earned by the Reporting Person under the Issuer's cash incentive plan for performance in 2022.

Read SEC document
March 24, 2023 Filed Mar 28, 2023 20:46 UTC
DeVeydt Wayne SDirector · Exec Chairman of the Board
GrantCommon Stock 20,408 $0.00 $0.00
Disclosure

SEC source: 0001638833-23-000054 · wf-form4_168003634876655.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: 218,999

F1 · shares: The Compensation Committee approved this award of unrestricted common stock in lieu of, and in full settlement of, a portion of the cash incentive award earned by the Reporting Person under the Issuer's cash incentive plan for performance in 2022.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:22 UTC
Owens Bradley R.National Group President
SaleCommon Stock 20 $30.05 $601.00
Disclosure

SEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 3

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,380

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:21 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 4 $30.25 $121.00
Disclosure

SEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 3

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,803

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 17:21 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 99 $30.10 $2,979.90
Disclosure

SEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 3

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 414,056

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023

Read SEC document
March 15, 2023 Filed Mar 15, 2023 21:21 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 32 $30.10 $963.20
Disclosure

SEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 3

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,784

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 21:21 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 33 $30.14 $994.62
Disclosure

SEC source: 0001638833-23-000050 · wf-form4_167891526590421.xml · nonDerivative · entry 3

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,431

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 15, 2023 Filed Mar 15, 2023 21:20 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 21 $30.11 $632.31
Disclosure

SEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 3

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,737

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 14, 2023 Filed Mar 15, 2023 17:22 UTC
Owens Bradley R.National Group President
SaleCommon Stock 2,559 $31.12 $79,636.08
Disclosure

SEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 2

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,400

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

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, 2023 Filed Mar 15, 2023 17:21 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 430 $31.09 $13,368.70
Disclosure

SEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 2

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,807

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

Read SEC document
March 14, 2023 Filed Mar 15, 2023 17:21 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 12,399 $31.10 $385,608.90
Disclosure

SEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 2

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 414,155

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023

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, 2023 Filed Mar 15, 2023 21:21 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 4,067 $31.11 $126,524.37
Disclosure

SEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 2

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,816

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

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, 2023 Filed Mar 15, 2023 21:21 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 4,464 $31.12 $138,919.68
Disclosure

SEC source: 0001638833-23-000050 · wf-form4_167891526590421.xml · nonDerivative · entry 2

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,464

F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

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, 2023 Filed Mar 15, 2023 21:20 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 2,669 $31.11 $83,032.59
Disclosure

SEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 2

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,758

F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023.

F3 · 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, 2023 Filed Mar 15, 2023 17:22 UTC
Owens Bradley R.National Group President
SaleCommon Stock 1,669 $30.10 $50,236.90
Disclosure

SEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,959

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023 and March 11, 2023.

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.

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March 13, 2023 Filed Mar 15, 2023 17:21 UTC
Burkhalter DanielleChief Human Resources Officer
SaleCommon Stock 136 $30.04 $4,085.44
Disclosure

SEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 1

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,237

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023 and March 11, 2023.

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March 13, 2023 Filed Mar 15, 2023 17:21 UTC
Evans Jason EricChief Executive Officer
SaleCommon Stock 10,300 $30.11 $310,133.00
Disclosure

SEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 426,554

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023 and March 11, 2023.

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.

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March 13, 2023 Filed Mar 15, 2023 21:21 UTC
TAPARO ANTHONYChief Growth Officer
SaleCommon Stock 1,509 $30.09 $45,405.81
Disclosure

SEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 1

TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,883

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023 and March 11, 2023.

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.

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March 13, 2023 Filed Mar 15, 2023 21:21 UTC
Baldock JenniferChief Admin & Dev Officer
SaleCommon Stock 2,076 $30.09 $62,466.84
Disclosure

SEC source: 0001638833-23-000050 · wf-form4_167891526590421.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,928

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023 and March 11, 2023.

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.

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March 13, 2023 Filed Mar 15, 2023 21:20 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 682 $29.86 $20,364.52
Disclosure

SEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,427

F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023.

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March 03, 2023 Filed Mar 6, 2023 22:52 UTC
Doherty David TChief Financial Officer
SaleCommon Stock 20,000 $33.98 $679,600.00
Disclosure

SEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 3

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,109

F3 · 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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March 02, 2023 Filed Mar 6, 2023 17:53 UTC
Owens Bradley R.National Group President
GrantCommon Stock 12,172 $32.86 $399,971.92
Disclosure

SEC source: 0001638833-23-000040 · wf-form4_167814318914457.xml · nonDerivative · entry 1

Owens Bradley R. · CIK 0001839389 · National Group President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,628

F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 17:53 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 3,804 $32.86 $124,999.44
Disclosure

SEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 5

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,373

F5 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 17:53 UTC
Burkhalter DanielleChief Human Resources Officer
GrantCommon Stock 15,216 $32.86 $499,997.76
Disclosure

SEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 4

Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,569

F4 · shares: Shares will all vest on the third anniversary of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 17:53 UTC
Evans Jason EricChief Executive Officer
GrantCommon Stock 66,950 $32.86 $2,199,977.00
Disclosure

SEC source: 0001638833-23-000039 · wf-form4_167814317410190.xml · nonDerivative · entry 1

Evans Jason Eric · CIK 0001670094 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 436,854

F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 22:52 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 30,432 $32.86 $999,995.52
Disclosure

SEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 2

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,109

F2 · shares: Shares will all vest on the third anniversary of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 22:52 UTC
Doherty David TChief Financial Officer
GrantCommon Stock 21,302 $32.86 $699,983.72
Disclosure

SEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 1

Doherty David T · CIK 0001908911 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,677

F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 22:52 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 22,824 $32.86 $749,996.64
Disclosure

SEC source: 0001638833-23-000037 · wf-form4_167814314409292.xml · nonDerivative · entry 2

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,004

F2 · shares: Shares will all vest on the third anniversary of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 22:52 UTC
Baldock JenniferChief Admin & Dev Officer
GrantCommon Stock 18,259 $32.86 $599,990.74
Disclosure

SEC source: 0001638833-23-000037 · wf-form4_167814314409292.xml · nonDerivative · entry 1

Baldock Jennifer · CIK 0001650314 · Chief Admin & Dev Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,180

F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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March 02, 2023 Filed Mar 6, 2023 22:52 UTC
Bane Harrison R.American Group President
GrantCommon Stock 12,172 $32.86 $399,971.92
Disclosure

SEC source: 0001638833-23-000036 · wf-form4_167814312729046.xml · nonDerivative · entry 1

Bane Harrison R. · CIK 0001952229 · American Group President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,544

F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023.

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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.