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 | 45,922 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 11,670 · Balance 45,922 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 16:28 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,670 | $13.71 | $159,995.70 |
DisclosureSEC source: 0001638833-26-000062 · wk-form4_1781036891.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,922 F1 · shares: Shares will vest on June 5, 2027. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 16:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,861 | $23.32 | $159,998.52 |
DisclosureSEC source: 0001638833-25-000108 · wk-form4_1749759911.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,252 F1 · shares: Shares will vest on June 10, 2026. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 16:26 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,170 | $25.93 | $159,988.10 |
DisclosureSEC source: 0001638833-24-000123 · wk-form4_1718051159.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,391 F1 · shares: Shares will vest on June 6, 2025. Read SEC document |
| June 01, 2023 Filed Apr 5, 2024 16:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,192 | $38.16 | $159,966.72 |
DisclosureSEC source: 0001638833-24-000093 · wk-form4_1712350208.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,221 F1 · shares: Shares will vest on June 1, 2024. Read SEC document |
| May 20, 2022 Filed May 24, 2022 16:14 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,030 | $39.70 | $159,991.00 |
DisclosureSEC source: 0001638833-22-000112 · wf-form4_165342323357990.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,029 F1 · shares: Shares will vest on May 20, 2023. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 12:10 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000058 · wf-form4_161582459933850.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,999 F1 · shares: Shares will vest on March 10, 2022. Read SEC document |
| August 10, 2020 Filed Sep 21, 2020 12:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 15,317 | $20.23 | $309,807.77 |
DisclosureSEC source: 0001638833-20-000066 · wf-form4_160070565515076.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,669 Read SEC document |
| May 27, 2020 Filed May 29, 2020 11:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,669 | $14.48 | $140,007.12 |
DisclosureSEC source: 0001638833-20-000052 · wf-form4_159076474828537.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,986 F1 · shares: Shares will vest on May 27, 2021. Read SEC document |
| May 29, 2019 Filed May 31, 2019 16:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000049 · wf-form4_155933567238076.xml · nonDerivative · entry 1 Deane John A · CIK 0001778319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,317 F1 · shares: Shares will vest on May 29, 2020. 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.