Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Strategy Officer | March 13, 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 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,196 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Sale · Disposed 3,657 · Balance 94,196 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026. |
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.
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 13, 2026 Filed Mar 16, 2026 20:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,657 | $12.54 | $45,858.78 |
DisclosureSEC source: 0001638833-26-000033 · wk-form4_1773691652.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,196 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. Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 23:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 8,785 | $13.70 | $120,354.50 |
DisclosureSEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,623 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,150 | $14.11 | $129,106.50 |
DisclosureSEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 4 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,853 F4 · 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 23:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 16,363 | $14.11 | $230,881.93 |
DisclosureSEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 3 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,703 F3 · 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 23:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 17,717 | $14.11 | $249,986.87 |
DisclosureSEC source: 0001638833-26-000019 · wk-form4_1773099169.xml · nonDerivative · entry 2 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,340 F2 · 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 |
| March 10, 2025 Filed Mar 13, 2025 20:28 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,156 | $24.09 | $76,028.04 |
DisclosureSEC source: 0001638833-25-000066 · wk-form4_1741897706.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,408 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 21:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,302 | $23.80 | $149,987.60 |
DisclosureSEC source: 0001638833-25-000047 · wk-form4_1741297273.xml · nonDerivative · entry 2 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,564 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 21:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 10,084 | $23.80 | $239,999.20 |
DisclosureSEC source: 0001638833-25-000047 · wk-form4_1741297273.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,262 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 22:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 14,700 | $25.61 | $376,467.00 |
DisclosureSEC source: 0001638833-25-000026 · wk-form4_1739225211.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,178 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 21:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 25,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-25-000013 · wk-form4_1738705781.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,878 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 04, 2024 Filed Mar 6, 2024 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,284 | $30.17 | $38,738.28 |
DisclosureSEC source: 0001638833-24-000058 · wk-form4_1709761967.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,768 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 22:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,697 | $31.18 | $239,992.46 |
DisclosureSEC source: 0001638833-24-000044 · wk-form4_1709330939.xml · nonDerivative · entry 2 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,052 F2 · 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 28, 2024 Filed Mar 1, 2024 22:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,886 | $31.18 | $89,985.48 |
DisclosureSEC source: 0001638833-24-000044 · wk-form4_1709330939.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,355 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on February 28, 2024 (the "Grant Date"). The RSAs vest in two equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:11 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,637 | $31.89 | $52,203.93 |
DisclosureSEC source: 0001638833-24-000010 · wk-form4_1707253861.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,469 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 |
| March 02, 2023 Filed Mar 6, 2023 22:51 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,216 | $32.86 | $499,997.76 |
DisclosureSEC source: 0001638833-23-000034 · wf-form4_167814309276249.xml · nonDerivative · entry 2 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,106 F2 · shares: Shares will all vest on the third anniversary of March 2, 2023. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 22:51 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,608 | $32.86 | $249,998.88 |
DisclosureSEC source: 0001638833-23-000034 · wf-form4_167814309276249.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,890 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 02, 2023 Filed Feb 6, 2023 22:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,320 | $35.90 | $47,388.00 |
DisclosureSEC source: 0001638833-23-000006 · wf-form4_167572181591551.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,282 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 |
| February 01, 2022 Filed Feb 3, 2022 23:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 10,602 | $44.80 | $474,969.60 |
DisclosureSEC source: 0001638833-22-000014 · wf-form4_164392955009402.xml · nonDerivative · entry 1 Brittenham Marissa · CIK 0001908044 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,602 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.