Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Director | June 05, 2026 | June 09, 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 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,104 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 11,670 · Balance 69,104 F1: Shares will vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on June 5, 2027.
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 05, 2026 Filed Jun 9, 2026 20:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,670 | $13.71 | $159,995.70 |
DisclosureSEC source: 0001638833-26-000060 · wk-form4_1781036877.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,104 F1 · shares: Shares will vest on June 5, 2027. 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: 0001638833-25-000110 · wk-form4_1749759938.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,434 F1 · shares: Shares will vest on June 10, 2026. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,170 | $25.93 | $159,988.10 |
DisclosureSEC source: 0001638833-24-000122 · wk-form4_1718051147.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,573 F1 · shares: Shares will vest on June 6, 2025. Read SEC document |
| June 01, 2023 Filed Apr 5, 2024 20:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,192 | $38.16 | $159,966.72 |
DisclosureSEC source: 0001638833-24-000094 · wk-form4_1712350222.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,403 F1 · shares: Shares will vest on June 1, 2024 Read SEC document |
| May 20, 2022 Filed May 24, 2022 20:13 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,030 | $39.70 | $159,991.00 |
DisclosureSEC source: 0001638833-22-000110 · wf-form4_165342319971913.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,211 F1 · shares: Shares will vest on May 20, 2023. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 16:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000054 · wf-form4_161582450672500.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,181 F1 · shares: Shares will vest on March 10, 2022. Read SEC document |
| May 27, 2020 Filed May 29, 2020 15:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,669 | $14.48 | $140,007.12 |
DisclosureSEC source: 0001638833-20-000051 · wf-form4_159076472609824.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,851 F1 · shares: Shares will vest on May 27, 2021. Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000052 · wf-form4_155933576305336.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,182 F1 · shares: Shares will vest on May 29, 2020. Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 20:44 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,865 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000530 · edgar.xml · nonDerivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,865 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 20:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $17.15 | $0.00 |
DisclosureSEC source: 0000904454-18-000245 · edgar.xml · derivative · entry 1 ADLERZ CLIFFORD G · CIK 0001277710 · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-03-16 F1 · derivative.exercise_date: The Stock Option will vest as to one-third of the shares on on each of the first, second and third anniversaries of the date of grant, rounded down to the nearest whole share, with the Stock Option becoming vested as to 100% of the shares on the final vesting date, subject to the Reporting Person's continuous service to the Issuer until each such vesting date. 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.