Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Surgery Partners, Inc.
Report date August 31, 2018 · Filed September 05, 2018
Section 16 reporting ended · disclosed 2018-09-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,594 |
Reported balance
After 2018-08-31 transaction · row 1
1 source rowRow 1 · 2018-08-31 · Tax withholding · Disposed 9,789 · Balance 90,594 F1: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on August 31, 2018 of restricted stock that was granted to the Reporting Person on December 21, 2017. |
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 August 31, 2018 of restricted stock that was granted to the Reporting Person on December 21, 2017.
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 |
|---|---|---|---|---|---|---|
| August 31, 2018 Filed Sep 5, 2018 16:44 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 9,789 | $17.55 | $171,796.95 |
DisclosureSEC source: 0000904454-18-000547 · edgar.xml · nonDerivative · entry 1 Fisher Bryan S · CIK 0001715649 · EVP, COO of SP Ntl Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,594 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on August 31, 2018 of restricted stock that was granted to the Reporting Person on December 21, 2017. Read SEC document |
| March 16, 2018 Filed Mar 21, 2018 16:13 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,119 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000251 · edgar.xml · nonDerivative · entry 1 Fisher Bryan S · CIK 0001715649 · EVP, COO of SP Natl Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,383 Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 17:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 67,264 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000743 · edgar.xml · nonDerivative · entry 1 Fisher Bryan S · CIK 0001715649 · EVP, COO of SP Ntl Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,264 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.