Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Admin & Dev Officer | March 12, 2026 | March 16, 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 March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 326,474 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Sale · Disposed 5,798 · Balance 326,474 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. F2: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.
F2: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
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, 2018 Filed Jan 3, 2019 21:39 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-19-000003 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,676 F1 · shares: Represents performance-based restricted stock units granted to the Reporting Person in August 2016, which vested on December 31, 2018. Read SEC document |
| March 31, 2018 Filed Apr 5, 2018 20:46 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 615 | $17.15 | $10,547.25 |
DisclosureSEC source: 0000904454-18-000271 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,448 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 31, 2018 of restricted stock that was granted to the Reporting Person on March 31, 2017. Read SEC document |
| March 17, 2018 Filed Mar 20, 2018 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,185 | $17.15 | $20,322.75 |
DisclosureSEC source: 0000904454-18-000247 · edgar.xml · nonDerivative · entry 2 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen. Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,063 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 17, 2018 of restricted stock that was granted to the Reporting Person on March 17, 2016. Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,119 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000247 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen. Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,248 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 20:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 610 | $12.10 | $7,381.00 |
DisclosureSEC source: 0000904454-18-000007 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,129 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 22:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,692 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000286 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,739 Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 23:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,392 | $19.90 | $27,700.80 |
DisclosureSEC source: 0000904454-17-000261 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,047 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 22:30 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000253 · edgar.xml · nonDerivative · entry 1 Baldock Jennifer · CIK 0001650314 · Sr. VP, Gen Couns. & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,439 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.