Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Financial Officer | March 16, 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 16, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 221,679 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 8,867 · Balance 221,679 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 |
|---|---|---|---|---|---|---|
| March 16, 2026 Filed Mar 16, 2026 20:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 8,867 | $12.50 | $110,837.50 |
DisclosureSEC source: 0001638833-26-000032 · wk-form4_1773691647.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,679 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. F2 · price: 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. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 23:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 14,574 | $13.84 | $201,704.16 |
DisclosureSEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,803 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026 and March 2, 2026. F2 · price: 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 30,501 | $14.11 | $430,369.11 |
DisclosureSEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 4 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,546 F5 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the second anniversary of the Grant Date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 54,545 | $14.11 | $769,629.95 |
DisclosureSEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 3 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,045 F4 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 56,697 | $14.11 | $799,994.67 |
DisclosureSEC source: 0001638833-26-000023 · wk-form4_1773099196.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,500 F3 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 5, 2026 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| August 08, 2025 Filed Aug 8, 2025 20:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 47,491 | $23.39 | $1,110,814.49 |
DisclosureSEC source: 0001638833-25-000140 · wk-form4_1754683872.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,377 F1 · price: 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. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 20:28 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 6,733 | $24.02 | $161,726.66 |
DisclosureSEC source: 0001638833-25-000067 · wk-form4_1741897716.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,868 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2025 and March 2, 2025. F2 · price: 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. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,126 | $23.80 | $359,998.80 |
DisclosureSEC source: 0001638833-25-000043 · wk-form4_1741297231.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,601 F2 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest on the first anniversary of the Grant Date. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 33,613 | $23.80 | $799,989.40 |
DisclosureSEC source: 0001638833-25-000043 · wk-form4_1741297231.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,475 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 22:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 13,641 | $25.61 | $349,346.01 |
DisclosureSEC source: 0001638833-25-000027 · wk-form4_1739225222.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,862 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025 and February 1, 2025. F2 · price: 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. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 26,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-25-000015 · wk-form4_1738705805.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,503 F1 · shares: Shares issued based on performance vesting criteria for the three-year period ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on February 1, 2022. Shares vested immediately upon certification by the Board on January 31, 2025. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 21:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 721 | $28.59 | $20,613.39 |
DisclosureSEC source: 0001638833-24-000076 · wk-form4_1710536984.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,719 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024. F2 · price: 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. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,426 | $30.37 | $104,047.62 |
DisclosureSEC source: 0001638833-24-000060 · wk-form4_1709762005.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,440 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024. F2 · price: 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 25,657 | $31.18 | $799,985.26 |
DisclosureSEC source: 0001638833-24-000043 · wk-form4_1709330920.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,866 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:34 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,020 | $34.93 | $35,628.60 |
DisclosureSEC source: 0001638833-24-000022 · wk-form4_1707946440.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,209 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of performance stock units on February 10, 2024. F2 · price: 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. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,306 | $31.89 | $73,538.34 |
DisclosureSEC source: 0001638833-24-000008 · wk-form4_1707253715.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,229 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 1, 2024. F2 · price: 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. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,000 | $36.12 | $72,242.00 |
DisclosureSEC source: 0001638833-23-000085 · wk-form4_1693599066.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,535 F2 · price: 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. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 20:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 202 | $35.21 | $7,112.62 |
DisclosureSEC source: 0001638833-23-000085 · wk-form4_1693599066.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,535 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on August 28, 2023. F2 · price: 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. Read SEC document |
| March 15, 2023 Filed Mar 15, 2023 21:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 21 | $30.11 | $632.31 |
DisclosureSEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 3 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,737 F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 21:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,669 | $31.11 | $83,032.59 |
DisclosureSEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,758 F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2023. F3 · price: 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. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 682 | $29.86 | $20,364.52 |
DisclosureSEC source: 0001638833-23-000048 · wf-form4_167891521588809.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,427 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2023. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 22:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 20,000 | $33.98 | $679,600.00 |
DisclosureSEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 3 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,109 F3 · price: 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. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 30,432 | $32.86 | $999,995.52 |
DisclosureSEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,109 F2 · shares: Shares will all vest on the third anniversary of March 2, 2023. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 21,302 | $32.86 | $699,983.72 |
DisclosureSEC source: 0001638833-23-000038 · wf-form4_167814315930326.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,677 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023. Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 00:57 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 4,315 | $33.53 | $144,681.95 |
DisclosureSEC source: 0001638833-23-000028 · wf-form4_167771863599377.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,375 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 24, 2023 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 942 | $33.92 | $31,952.64 |
DisclosureSEC source: 0001638833-23-000016 · wf-form4_167649805675354.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,690 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 10, 2023 Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 22:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,947 | $35.90 | $69,897.30 |
DisclosureSEC source: 0001638833-23-000005 · wf-form4_167572179745958.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,632 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 1, 2023. Read SEC document |
| August 30, 2022 Filed Aug 31, 2022 20:22 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 171 | $29.65 | $5,070.15 |
DisclosureSEC source: 0001638833-22-000125 · wf-form4_166197731493394.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,579 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on August 28, 2022. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 21:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,091 | $50.90 | $55,531.90 |
DisclosureSEC source: 0001638833-22-000072 · wf-form4_164755333890197.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,750 F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 15, 2022. F2 · price: 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. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,678 | $49.29 | $181,288.62 |
DisclosureSEC source: 0001638833-22-000072 · wf-form4_164755333890197.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,841 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 2022. F2 · price: 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. Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 23:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 376 | $54.69 | $20,563.44 |
DisclosureSEC source: 0001638833-22-000046 · wf-form4_164730126883289.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,519 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2022. F2 · price: 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. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 21:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,221 | $50.48 | $112,116.08 |
DisclosureSEC source: 0001638833-22-000033 · wf-form4_164625792263517.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,435 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 24, 2022. Read SEC document |
| February 10, 2022 Filed Mar 2, 2022 21:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,460 | $42.04 | $187,498.40 |
DisclosureSEC source: 0001638833-22-000033 · wf-form4_164625792263517.xml · nonDerivative · entry 2 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,895 F2 · shares: Shares issued based on 2021 performance under performance stock unit awards granted to the Reporting Person on March 10, 2021. Shares will vest in two equal annual installments on each of the first two anniversaries of February 10, 2022. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,392 | $44.80 | $599,961.60 |
DisclosureSEC source: 0001638833-22-000013 · wf-form4_164392952878755.xml · nonDerivative · entry 1 Doherty David T · CIK 0001908911 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,656 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of February 1, 2022. 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.