Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Group Pres., National Group | December 31, 2017 | January 03, 2018 |
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 December 31, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,329 |
Reported balance
After 2017-12-31 transaction · row 1
1 source rowRow 1 · 2017-12-31 · Tax withholding · Disposed 610 · Balance 113,329 F1: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2017 of restricted stock that was delivered to the Reporting Person on March 9, 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 December 31, 2017 of restricted stock that was delivered to the Reporting Person on March 9, 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 |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Jan 3, 2018 20:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 610 | $12.10 | $7,381.00 |
DisclosureSEC source: 0000904454-18-000013 · edgar.xml · nonDerivative · entry 1 Crysel John · CIK 0001650622 · Group Pres., National Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,329 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2017 of restricted stock that was delivered to the Reporting Person on March 9, 2017. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000288 · edgar.xml · nonDerivative · entry 1 Crysel John · CIK 0001650622 · Group Pres., National Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,939 Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 23:39 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,350 | $19.90 | $26,865.00 |
DisclosureSEC source: 0000904454-17-000265 · edgar.xml · nonDerivative · entry 1 Crysel John · CIK 0001650622 · Group Pres., National Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,247 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 17, 2017 of restricted stock that was granted to the Reporting Person on March 17, 2016. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:59 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000249 · edgar.xml · nonDerivative · entry 1 Crysel John · CIK 0001650622 · Group Pres., National Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,597 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.