Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Pres., Ancillary Svces. Grp. | March 31, 2019 | April 08, 2019 |
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 March 31, 2019 · Filed April 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,870 |
Reported balance
After 2019-03-31 transaction · row 1
1 source rowRow 1 · 2019-03-31 · Tax withholding · Disposed 417 · Balance 32,870 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| March 31, 2019 Filed Apr 8, 2019 16:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 417 | $11.28 | $4,703.76 |
DisclosureSEC source: 0001638833-19-000032 · wf-form4_155475482674629.xml · nonDerivative · entry 1 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,870 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 15:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 955 | $13.42 | $12,816.10 |
DisclosureSEC source: 0001638833-19-000021 · wf-form4_155302308823885.xml · nonDerivative · entry 4 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,287 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 15:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 555 | $13.42 | $7,448.10 |
DisclosureSEC source: 0001638833-19-000021 · wf-form4_155302308823885.xml · nonDerivative · entry 3 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,242 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 15:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 102,000 | $0.00 Strike: $13.42 | $0.00 |
DisclosureSEC source: 0001638833-19-000021 · wf-form4_155302308823885.xml · derivative · entry 5 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,000 Underlying: Common Stock · 102,000 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 15:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000021 · wf-form4_155302308823885.xml · nonDerivative · entry 2 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,797 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 16, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 15:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 5,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000021 · wf-form4_155302308823885.xml · nonDerivative · entry 1 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,346 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 16:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 362 | $9.87 | $3,572.94 |
DisclosureSEC source: 0000904454-19-000005 · edgar.xml · nonDerivative · entry 2 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,516 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 16:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-19-000005 · edgar.xml · nonDerivative · entry 1 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,878 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 |
| August 28, 2018 Filed Aug 29, 2018 16:31 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 10,000 | $18.15 | $181,500.00 |
DisclosureSEC source: 0000904454-18-000539 · edgar.xml · nonDerivative · entry 1 LINGLE BRANDAN · CIK 0001735175 · Pres., Ancillary Svces. Grp. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,393 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.11 to $18.20. 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 within the ranges set forth in this footnote. 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.