Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Director | June 18, 2026 | July 14, 2026 |
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 18, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,895 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Grant · Acquired 34,364 · Balance 52,895 F1: Represents restricted stock awards ("RSAs") granted to the reporting person on June 18, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock awards ("RSAs") granted to the reporting person on June 18, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
iHeartMedia, Inc.
Report date May 01, 2019 · Filed May 04, 2019
Jointly reported with Bain Capital Investors LLC, Bain Capital (CC) IX Coinvestment, L.P., Bain Capital (CC) IX Coinvestment Offshore, L.P., Clear Channel Capital IV, LLC, Clear Channel Capital V, L.P., CC CAPITAL V MANAGER, LLC, Belitsos John, CONNAUGHTON JOHN, Freeman Matt
Section 16 reporting ended · disclosed 2019-05-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectSee footnotes | 310,750.5 |
Reported balance
After 2019-05-01 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 310,750.5 · Balance 310,750.5 F1: See Exhibit 99.1 for text of footnote (1). F3: See Exhibit 99.1 for text of footnote (3). F4: See Exhibit 99.1 for text of footnote (4). F7: See Exhibit 99.1 for text of footnote (7). F8: See Exhibit 99.1 for text of footnote (8). |
| Class B Common Stock, $0.001 par value per shareSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2019-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-01 · Disposition to issuer · Disposed 277,778 · Balance 0 F9: See Exhibit 99.1 for text of footnote (9). F1: See Exhibit 99.1 for text of footnote (1). F2: See Exhibit 99.1 for text of footnote (2). F5: See Exhibit 99.1 for text of footnote (5). F7: See Exhibit 99.1 for text of footnote (7). |
| Class C Common Stock, $0.001 par value per shareSEC Table II · derivative / convertible security | IndirectSee footnote | 0 |
Reported balance
After 2019-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-01 · Disposition to issuer · Disposed 29,483,751 · Balance 0 F9: See Exhibit 99.1 for text of footnote (9). F1: See Exhibit 99.1 for text of footnote (1). F2: See Exhibit 99.1 for text of footnote (2). F6: See Exhibit 99.1 for text of footnote (6). F8: See Exhibit 99.1 for text of footnote (8). |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSee footnotes | 225,562 |
Reported balance
After 2019-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-05-01 · Grant · Acquired 225,562 · Balance 225,562 F1: See Exhibit 99.1 for text of footnote (1). F3: See Exhibit 99.1 for text of footnote (3). F10: See Exhibit 99.1 for text of footnote (10). F11: See Exhibit 99.1 for text of footnote (11). F7: See Exhibit 99.1 for text of footnote (7). F8: See Exhibit 99.1 for text of footnote (8). |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of footnote (1).
F2: See Exhibit 99.1 for text of footnote (2).
F3: See Exhibit 99.1 for text of footnote (3).
F4: See Exhibit 99.1 for text of footnote (4).
F5: See Exhibit 99.1 for text of footnote (5).
F6: See Exhibit 99.1 for text of footnote (6).
F7: See Exhibit 99.1 for text of footnote (7).
F8: See Exhibit 99.1 for text of footnote (8).
F9: See Exhibit 99.1 for text of footnote (9).
F10: See Exhibit 99.1 for text of footnote (10).
F11: See Exhibit 99.1 for text of footnote (11).
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 18, 2026 Filed Jul 14, 2026 21:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 34,364 | $14.55 | $499,996.20 |
DisclosureSEC source: 0001638833-26-000066 · wk-form4_1784063241.xml · nonDerivative · entry 1 HENDRIX BLAIR E · CIK 0001253121 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,895 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on June 18, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| June 05, 2026 Filed Jun 10, 2026 00:51 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,670 | $13.71 | $159,995.70 |
DisclosureSEC source: 0001638833-26-000064 · wk-form4_1781052708.xml · nonDerivative · entry 1 HENDRIX BLAIR E · CIK 0001253121 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,531 F1 · shares: Shares will vest on June 5, 2027. F2 · balance_after: Previously reported shares indirectly owned through Bain Capital Investors, LLC are no longer reflected in the amount of securities beneficially owned following reported transaction. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,861 | $23.32 | $159,998.52 |
DisclosureSEC source: 0001638833-25-000111 · wk-form4_1749759948.xml · nonDerivative · entry 1 HENDRIX BLAIR E · CIK 0001253121 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,953,833 F1 · shares: Shares will vest on June 10, 2026. Read SEC document |
| December 19, 2023 Filed Dec 22, 2023 01:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | OtherCommon Stock | 474,407 | $0.00 | $0.00 |
DisclosureSEC 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 | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,826,870 | $33.44 | $261,730,532.80 |
DisclosureSEC 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 |
| November 23, 2022 Filed Nov 23, 2022 21:15 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,183,673 | $24.50 | $224,999,988.50 |
DisclosureSEC source: 0000899243-22-036913 · doc4.xml · nonDerivative · entry 1 HENDRIX BLAIR E · CIK 0001253121 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 58,248,249 F1 · kind: On November 21, 2022, Bain Capital Fund XI, L.P. ("Fund XI") entered into a stock purchase agreement with the Issuer pursuant to which the Issuer agreed to issue and sell 9,183,673 shares of Common Stock to Fund XI at a price of $24.50 per share, for an aggregate purchase price of $224,999,988.50 (the "Private Placement"). The closing of the Private Placement was contingent on the closing of the Issuer's concurrent underwritten offering, which closed on November 23, 2022. The Private Placement is expected to close within 30 days of the date hereof, subject to the satisfaction of customary closing conditions. F2 · ownership.nature: Represents shares of Common Stock held by BCPE Seminole Holdings LP ("BCPE Seminole") and Fund XI. Bain Capital Investors, LLC ("BCI") is the (i) sole member of BCPE Seminole GP LLC, which is the general partner of BCPE Seminole, and (ii) general partner of Bain Capital Partners XI, L.P., which is the general partner of Fund XI. Blair Hendrix is a Managing Director of BCI. By virtue of the relationships described in this footnote, Mr. Hendrix may be deemed to share voting and dispositive power with respect to the securities held by BCPE Seminole and Fund XI. Mr. Hendrix disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 01, 2019 Filed May 4, 2019 00:19 UTC | iHeartMedia, Inc. IHRT · Entity 5636 | GrantWarrants · Derivative | 225,562 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0000899243-19-012099 · doc4.xml · derivative · entry 4 BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner Bain Capital (CC) IX Coinvestment, L.P. · CIK 0001429910 · Director · 10% owner Bain Capital (CC) IX Coinvestment Offshore, L.P. · CIK 0001429908 · Director · 10% owner Clear Channel Capital IV, LLC · CIK 0001429705 · Director · 10% owner Clear Channel Capital V, L.P. · CIK 0001429704 · Director · 10% owner CC CAPITAL V MANAGER, LLC · CIK 0001429706 · Director · 10% owner Belitsos John · CIK 0001680451 · Director CONNAUGHTON JOHN · CIK 0001213395 · Director Freeman Matt · CIK 0001564185 · Director HENDRIX BLAIR E · CIK 0001253121 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 225,562 Underlying: Class A Common Stock or Class B Common Stock · 225,562 shares Expires not disclosed F1 · kind: See Exhibit 99.1 for text of footnote (1). F3 · kind: See Exhibit 99.1 for text of footnote (3). F3 · shares: See Exhibit 99.1 for text of footnote (3). F10 · shares: See Exhibit 99.1 for text of footnote (10). F3 · price: See Exhibit 99.1 for text of footnote (3). F11 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (11). F11 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (11). F7 · ownership.nature: See Exhibit 99.1 for text of footnote (7). F8 · ownership.nature: See Exhibit 99.1 for text of footnote (8). Read SEC document |
| May 01, 2019 Filed May 4, 2019 00:19 UTC | iHeartMedia, Inc. IHRT · Entity 5636 | Disposition to issuerClass C Common Stock, $0.001 par value per share · Derivative | 29,483,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012099 · doc4.xml · derivative · entry 3 BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner Bain Capital (CC) IX Coinvestment, L.P. · CIK 0001429910 · Director · 10% owner Bain Capital (CC) IX Coinvestment Offshore, L.P. · CIK 0001429908 · Director · 10% owner Clear Channel Capital IV, LLC · CIK 0001429705 · Director · 10% owner Clear Channel Capital V, L.P. · CIK 0001429704 · Director · 10% owner CC CAPITAL V MANAGER, LLC · CIK 0001429706 · Director · 10% owner Belitsos John · CIK 0001680451 · Director CONNAUGHTON JOHN · CIK 0001213395 · Director Freeman Matt · CIK 0001564185 · Director HENDRIX BLAIR E · CIK 0001253121 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 29,483,751 shares Expires not disclosed F9 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (9). F1 · kind: See Exhibit 99.1 for text of footnote (1). F2 · kind: See Exhibit 99.1 for text of footnote (2). F2 · shares: See Exhibit 99.1 for text of footnote (2). F6 · shares: See Exhibit 99.1 for text of footnote (6). F2 · price: See Exhibit 99.1 for text of footnote (2). F9 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (9). F9 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (9). F8 · ownership.nature: See Exhibit 99.1 for text of footnote (8). Read SEC document |
| May 01, 2019 Filed May 4, 2019 00:19 UTC | iHeartMedia, Inc. IHRT · Entity 5636 | Disposition to issuerClass B Common Stock, $0.001 par value per share · Derivative | 277,778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012099 · doc4.xml · derivative · entry 2 BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner Bain Capital (CC) IX Coinvestment, L.P. · CIK 0001429910 · Director · 10% owner Bain Capital (CC) IX Coinvestment Offshore, L.P. · CIK 0001429908 · Director · 10% owner Clear Channel Capital IV, LLC · CIK 0001429705 · Director · 10% owner Clear Channel Capital V, L.P. · CIK 0001429704 · Director · 10% owner CC CAPITAL V MANAGER, LLC · CIK 0001429706 · Director · 10% owner Belitsos John · CIK 0001680451 · Director CONNAUGHTON JOHN · CIK 0001213395 · Director Freeman Matt · CIK 0001564185 · Director HENDRIX BLAIR E · CIK 0001253121 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 277,778 shares Expires not disclosed F9 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (9). F1 · kind: See Exhibit 99.1 for text of footnote (1). F2 · kind: See Exhibit 99.1 for text of footnote (2). F2 · shares: See Exhibit 99.1 for text of footnote (2). F5 · shares: See Exhibit 99.1 for text of footnote (5). F2 · price: See Exhibit 99.1 for text of footnote (2). F9 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (9). F9 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (9). F7 · ownership.nature: See Exhibit 99.1 for text of footnote (7). Read SEC document |
| May 01, 2019 Filed May 4, 2019 00:19 UTC | iHeartMedia, Inc. IHRT · Entity 5636 | GrantClass A Common Stock, par value $0.001 per share | 310,750.5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-012099 · doc4.xml · nonDerivative · entry 1 BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · Director · 10% owner Bain Capital (CC) IX Coinvestment, L.P. · CIK 0001429910 · Director · 10% owner Bain Capital (CC) IX Coinvestment Offshore, L.P. · CIK 0001429908 · Director · 10% owner Clear Channel Capital IV, LLC · CIK 0001429705 · Director · 10% owner Clear Channel Capital V, L.P. · CIK 0001429704 · Director · 10% owner CC CAPITAL V MANAGER, LLC · CIK 0001429706 · Director · 10% owner Belitsos John · CIK 0001680451 · Director CONNAUGHTON JOHN · CIK 0001213395 · Director Freeman Matt · CIK 0001564185 · Director HENDRIX BLAIR E · CIK 0001253121 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 310,750.5 F1 · kind: See Exhibit 99.1 for text of footnote (1). F3 · kind: See Exhibit 99.1 for text of footnote (3). F4 · shares: See Exhibit 99.1 for text of footnote (4). F3 · price: See Exhibit 99.1 for text of footnote (3). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F7 · ownership.nature: See Exhibit 99.1 for text of footnote (7). F8 · ownership.nature: See Exhibit 99.1 for text of footnote (8). 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.