Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | American Group President | June 06, 2022 | June 08, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Surgery Partners, Inc.
Report date June 06, 2022 · Filed June 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,806 |
Ending reported balance
After 2022-06-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-06 · Sale · Disposed 12,586 · Balance 31,806 Row 2 · 2022-06-07 · Gift · Disposed 4,000 · Balance 27,806 F1: Bona fide gift of common stock donated to a charitable organization. |
Filing footnotes · ownership attribution and instrument terms
F1: Bona fide gift of common stock donated to a charitable organization.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 07, 2022 Filed Jun 8, 2022 20:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-22-000116 · wf-form4_165472135367096.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · American Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,806 F1 · kind: Bona fide gift of common stock donated to a charitable organization. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 20:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 12,586 | $40.00 | $503,440.00 |
DisclosureSEC source: 0001638833-22-000116 · wf-form4_165472135367096.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · American Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,806 Read SEC document |
| May 23, 2022 Filed May 25, 2022 22:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 13,598 | $40.03 | $544,327.94 |
DisclosureSEC source: 0001638833-22-000114 · wf-form4_165351653763254.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · American Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,392 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 |
| April 21, 2022 Filed Apr 25, 2022 20:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 25,525 | $62.58 | $1,597,354.50 |
DisclosureSEC source: 0001638833-22-000091 · wf-form4_165091792127907.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · American Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,990 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 17, 2022 Filed Mar 21, 2022 21:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 10,931 | $53.68 | $586,776.08 |
DisclosureSEC source: 0001638833-22-000079 · wf-form4_164789793149862.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,515 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 16, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 12,500 | $52.07 | $650,875.00 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · nonDerivative · entry 5 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,446 F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,697 | $50.88 | $86,343.36 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · nonDerivative · entry 4 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,946 F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 15, 2022. 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 15, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Exercise / conversionStock Option (Right to Buy) · Derivative | 33,000 | $13.42 Strike: $13.42 | $442,860.00 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · derivative · entry 6 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,500 Underlying: Common Stock · 33,000 shares Expires 2029-03-15 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 |
| March 15, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 18,786 | $50.01 | $939,487.86 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · nonDerivative · entry 3 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,643 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 15, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Exercise / conversionCommon Stock | 33,000 | $13.42 | $442,860.00 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,429 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 |
| March 15, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,761 | $49.32 | $382,772.52 |
DisclosureSEC source: 0001638833-22-000074 · wf-form4_164755338743326.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,429 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2022. 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, 2022 Filed Mar 14, 2022 23:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 438 | $55.05 | $24,111.90 |
DisclosureSEC source: 0001638833-22-000048 · wf-form4_164730133509853.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,833 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2022. 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, 2022 Filed Mar 15, 2022 22:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 1,357 | $54.03 | $73,318.71 |
DisclosureSEC source: 0001638833-22-000060 · wf-form4_164738185763334.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,190 F1 · shares: Shares will vest in one annual installment on the first anniversary of March 11, 2022. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:51 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,777 | $52.23 | $197,272.71 |
DisclosureSEC source: 0001638833-22-000032 · wf-form4_164625786512197.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,038 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 24, 2022. 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 10, 2022 Filed Mar 2, 2022 21:51 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 5,233 | $42.04 | $219,995.32 |
DisclosureSEC source: 0001638833-22-000032 · wf-form4_164625786512197.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,271 F3 · shares: Shares issued based on 2021 performance under performance stock unit awards granted to the Reporting Person on March 10, 2021. Shares will vest in two equal annual installments on each of the first two anniversaries of February 10, 2022. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:35 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 31,000 | $52.00 | $1,612,000.00 |
DisclosureSEC source: 0001638833-21-000124 · wf-form4_162145652406876.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,815 Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 18:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,187 | $43.75 | $51,931.25 |
DisclosureSEC source: 0001638833-21-000095 · wf-form4_161704188469576.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,815 F1 · date: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. F1 · balance_after: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. Read SEC document |
| March 25, 2021 Filed Mar 25, 2021 19:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000085 · wf-form4_161670044072093.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,106 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 14:46 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GiftCommon Stock | 2,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000068 · wf-form4_161659715659612.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,985 Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 21:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,543 | $43.51 | $67,135.93 |
DisclosureSEC source: 0001638833-21-000061 · wf-form4_161601700652695.xml · nonDerivative · entry 3 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,595 F3 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 16, 2021 of restricted stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,971 | $42.06 | $82,900.26 |
DisclosureSEC source: 0001638833-21-000061 · wf-form4_161601700652695.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,138 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 15, 2021 of restricted stock. Read SEC document |
| March 13, 2021 Filed Mar 17, 2021 21:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 8,223 | $42.06 | $345,859.38 |
DisclosureSEC source: 0001638833-21-000061 · wf-form4_161601700652695.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,109 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 13, 2021 of restricted stock. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:24 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 5,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000046 · wf-form4_161558426807061.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,332 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 10, 2021. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 18:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 34,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000021 · wf-form4_161436346493628.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,099 F1 · shares: Shares issued based on 2020 performance under performance stock unit awards granted to the Reporting Person on March 13, 2020. Shares will vest in two equal annual installments on each of the first two anniversaries of February 24, 2021. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 14:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,242 | $28.22 | $35,049.24 |
DisclosureSEC source: 0001638833-21-000005 · wf-form4_160985719297192.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,671 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2020 of restricted stock. Read SEC document |
| November 24, 2020 Filed Dec 16, 2020 20:34 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000081 · wf-form4_160815083772220.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,913 Read SEC document |
| August 11, 2020 Filed Aug 21, 2020 14:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000062 · wf-form4_159802152697994.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,913 Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 14:57 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 625 | $6.81 | $4,256.25 |
DisclosureSEC source: 0001638833-20-000030 · wf-form4_158575304342408.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,913 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 31, 2020 of restricted stock. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 21:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 987 | $6.39 | $6,306.93 |
DisclosureSEC source: 0001638833-20-000019 · wf-form4_158447909643800.xml · nonDerivative · entry 4 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,538 F4 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 16, 2020 of restricted stock. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,289 | $6.39 | $8,236.71 |
DisclosureSEC source: 0001638833-20-000019 · wf-form4_158447909643800.xml · nonDerivative · entry 3 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,525 F3 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 15, 2020 of restricted stock. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 34,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000019 · wf-form4_158447909643800.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,814 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 13, 2020. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000019 · wf-form4_158447909643800.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, ASC Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,386 F1 · shares: Shares issued based on 2019 performance under performance stock unit awards granted to the Reporting Person on March 15, 2019. Shares will vest in two equal annual installments on each of the first two anniversaries of March 13, 2020. Read SEC document |
| March 31, 2019 Filed Apr 3, 2019 20:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 625 | $11.28 | $7,050.00 |
DisclosureSEC source: 0001638833-19-000030 · wf-form4_155432385146929.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,346 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 31, 2019 of restricted stock. Read SEC document |
| March 17, 2019 Filed Mar 19, 2019 19:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,157 | $13.42 | $15,526.94 |
DisclosureSEC source: 0001638833-19-000018 · wf-form4_155302295878215.xml · nonDerivative · entry 4 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,971 F4 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 17, 2019 of restricted stock. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 19:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 882 | $13.42 | $11,836.44 |
DisclosureSEC source: 0001638833-19-000018 · wf-form4_155302295878215.xml · nonDerivative · entry 3 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,128 F3 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 16, 2019 of restricted stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 148,500 | $0.00 Strike: $13.42 | $0.00 |
DisclosureSEC source: 0001638833-19-000018 · wf-form4_155302295878215.xml · derivative · entry 5 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,500 Underlying: Common Stock · 148,500 shares Expires 2029-03-15 F5 · derivative.exercise_date: One-third (1/3) of the options will vest in three equal installments on each of December 31, 2020, December 31, 2021, and December 31, 2022, generally contingent upon continued employment through each applicable vesting date (the "time condition"). One-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $25.00. The remaining one-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $35.00. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000018 · wf-form4_155302295878215.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,010 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000018 · wf-form4_155302295878215.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,970 F1 · shares: Shares issued based on 2018 performance under performance stock unit awards granted to the Reporting Person on March 16, 2018. Shares will vest in two equal annual installments on each of the first two anniversaries of December 31, 2018. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 543 | $9.87 | $5,359.41 |
DisclosureSEC source: 0000904454-19-000011 · edgar.xml · nonDerivative · entry 2 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,770 F2 · shares: Shares withheld by the Issuer to staisfy the Reporting Person's tax withholding obligation in connection with the vesting of the performance-based restricted stock units reported above. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 23:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-19-000011 · edgar.xml · nonDerivative · entry 1 Goodwin George · CIK 0001735766 · President, American Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,313 F1 · shares: Represents performance-based restricted stock units granted to the Reporting Person in August 2016, which vested on December 31, 2018. 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.