Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Executive Officer | March 16, 2026 | March 16, 2026 |
| TENET HEALTHCARE CORPTHC · Entity 2563 | Pres. of Hospital Operations | April 30, 2018 | May 01, 2018 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | December 19, 2025 | December 22, 2025 |
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 | 920,386 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Sale · Disposed 20,400 · Balance 920,386 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.
TENET HEALTHCARE CORP
Report date April 30, 2018 · Filed May 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,680 |
Reported balance
After 2018-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-30 · Exercise / conversion · Acquired 871 · Balance 43,680 F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I. F2: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 43,337 |
Reported balance
After 2018-04-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-04-30 · Tax withholding · Disposed 343 · Balance 43,337 F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Direct | 44,771 |
Reported balance
After 2018-04-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-04-30 · Exercise / conversion · Acquired 1,434 · Balance 44,771 F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I. F2: Restricted stock units convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 44,206 |
Reported balance
After 2018-04-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-04-30 · Tax withholding · Disposed 565 · Balance 44,206 F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. |
| 2015 April Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-04-30 · Exercise / conversion · Disposed 871 · Balance 0 F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I. F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting. |
| 2015 April Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-04-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-04-30 · Exercise / conversion · Disposed 1,434 · Balance 0 F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I. F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: As previously reported, on 4/30/15, the reporting person received a grant of 2,612 time-based RSUs that vest in 1/3 increments on each of the 1st, 2nd and 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 870 shares of common stock. The 2nd vesting date occurred on 4/28/17 (the business day prior to the anniversary date which fell on a weekend), resulting in the vesting and settlement of 871 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting and settlement of 871 shares of common stock, as shown in Table I.
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3.
F4: As previously reported, on 4/30/15, the reporting person received a target grant of 2,612 performance-based RSUs that were subject to the Company's attainment of a specified one-year performance metric for the year then-ending 12/31/15. The actual number of stock units that could vest ranged from 0% to 200% of the target unit amount. The performance metric was exceeded & 164.7% of the target grant was awarded; therefore, these restricted stock units vest in 1/3 increments on each of the 1st, 2nd & 3rd anniversaries of the date of grant. The 1st vesting date occurred on 4/29/16, resulting in the vesting & settlement of 1,433 shares of common stock. The 2nd vesting date occurred on 4/28/17, resulting in the vesting & settlement of 1,435 shares of common stock. The 3rd vesting date occurred on 4/30/18, resulting in the vesting & settlement of 1,434 shares of common stock, as shown in Table I.
F5: Both time-based restricted stock units and performance-based restricted stock units are settled in shares of the Company's common stock upon vesting.
Teladoc Health, Inc.
Report date December 19, 2025 · Filed December 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,145 |
Reported balance
After 2025-12-19 transaction · row 1
1 source rowRow 1 · 2025-12-19 · Exercise / conversion · Acquired 1,016 · Balance 9,145 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,050 |
Reported balance
After 2025-12-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-19 · Exercise / conversion · Disposed 1,016 · Balance 3,050 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.
F2: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter.
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 16:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 20,400 | $12.47 | $254,388.00 |
DisclosureSEC source: 0001638833-26-000031 · wk-form4_1773691640.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920,386 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 19:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 11,462 | $13.79 | $158,060.98 |
DisclosureSEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662,680 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 19:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 136,363 | $14.11 | $1,924,081.93 |
DisclosureSEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 3 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 940,786 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 19:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 141,743 | $14.11 | $1,999,993.73 |
DisclosureSEC source: 0001638833-26-000024 · wk-form4_1773099202.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 804,423 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 |
| December 19, 2025 Filed Dec 22, 2025 16:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001670094-25-000003 · wk-form4_1766438134.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,050 Underlying: Common Stock · 1,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 16:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001670094-25-000003 · wk-form4_1766438134.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,145 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 16:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-042320 · wk-form4_1758572046.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,066 Underlying: Common Stock · 1,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 16:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-042320 · wk-form4_1758572046.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,129 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 16:11 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-25-000089 · wk-form4_1750709480.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,082 Underlying: Common Stock · 1,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 16:11 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-25-000089 · wk-form4_1750709480.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| May 22, 2025 Filed May 23, 2025 16:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 28,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-25-000069 · wk-form4_1748030802.xml · derivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,986 Underlying: Common Stock · 28,986 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 22, 2026 and (ii) the day immediately preceding the issuer's 2026 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 22, 2026 and (ii) the day immediately preceding the issuer's 2026 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 16:20 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-25-000033 · wk-form4_1742588399.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,098 Underlying: Common Stock · 1,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 16:20 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-25-000033 · wk-form4_1742588399.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,097 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 29,411 | $23.80 | $699,981.80 |
DisclosureSEC source: 0001638833-25-000042 · wk-form4_1741297218.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674,142 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 16:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 84,033 | $23.80 | $1,999,985.40 |
DisclosureSEC source: 0001638833-25-000042 · wk-form4_1741297218.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,731 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 17:06 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 26,520 | $25.65 | $680,238.00 |
DisclosureSEC source: 0001638833-25-000024 · wk-form4_1739225188.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,698 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. 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 16:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 111,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-25-000014 · wk-form4_1738705794.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 587,218 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 March 11, 2022. Shares vested immediately upon certification by the Board on January 31, 2025. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 16:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052326 · wk-form4_1734988112.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,114 Underlying: Common Stock · 1,016 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 16:08 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-052326 · wk-form4_1734988112.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 16:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Exercise / conversionStock Option (Right to Buy) · Derivative | 16,500 | $0.00 Strike: $11.54 | $0.00 |
DisclosureSEC source: 0001638833-24-000149 · wk-form4_1734385206.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483,500 Underlying: Common Stock · 16,500 shares Expires 2029-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option to purchase shares is fully vested. Read SEC document |
| December 12, 2024 Filed Dec 16, 2024 16:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Exercise / conversionCommon Stock | 16,500 | $11.54 | $190,410.00 |
DisclosureSEC source: 0001638833-24-000149 · wk-form4_1734385206.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,170 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 4,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000206 · wk-form4_1727208344.xml · derivative · entry 2 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,130 Underlying: Common Stock · 4,065 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: On September 20, 2023, the reporting person was granted 12,195 restricted stock units, vesting one-third on the first anniversary of the grant date, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 16:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 4,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000206 · wk-form4_1727208344.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,065 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. Read SEC document |
| May 23, 2024 Filed May 24, 2024 16:27 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 17,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000128 · wk-form4_1716582440.xml · derivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,467 Underlying: Common Stock · 17,467 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 23, 2025 and (ii) the day immediately preceding the issuer's 2025 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 23, 2025 and (ii) the day immediately preceding the issuer's 2025 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| March 13, 2024 Filed Mar 13, 2024 16:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 4,840 | $29.71 | $143,796.40 |
DisclosureSEC source: 0001638833-24-000074 · wk-form4_1710362941.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 459,670 F3 · 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 11, 2024 Filed Mar 13, 2024 16:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,984 | $29.44 | $58,408.96 |
DisclosureSEC source: 0001638833-24-000074 · wk-form4_1710362941.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464,510 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 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 |
| March 04, 2024 Filed Mar 6, 2024 16:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 9,070 | $30.61 | $277,632.70 |
DisclosureSEC source: 0001638833-24-000057 · wk-form4_1709761954.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,494 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 17:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 56,446 | $31.18 | $1,759,986.28 |
DisclosureSEC source: 0001638833-24-000042 · wk-form4_1709330905.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,564 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 16:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,780 | $35.08 | $202,762.40 |
DisclosureSEC source: 0001638833-24-000020 · wk-form4_1707946300.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,118 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 |
| December 19, 2023 Filed Dec 21, 2023 17:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,000 | $33.44 | $167,200.00 |
DisclosureSEC source: 0001104659-23-128318 · tm2333534-1_4seq1.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,898 Read SEC document |
| September 20, 2023 Filed Sep 21, 2023 16:07 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 12,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-23-000053 · wk-form4_1695326806.xml · derivative · entry 1 Evans Jason Eric · CIK 0001670094 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,195 Underlying: Common Stock · 12,195 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: One-third of the restricted stock units vest on September 20, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. F2 · derivative.expiration_date: One-third of the restricted stock units vest on September 20, 2024, with the remainder vesting in eight substantially equal quarterly installments thereafter. Read SEC document |
| June 29, 2023 Filed Jul 3, 2023 13:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,892 | $45.10 | $85,329.20 |
DisclosureSEC source: 0001638833-23-000076 · wk-form4_1688404652.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 424,898 F1 · shares: This transaction was effective pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 3/24/2023. The Rule 10b5-1 trading plan, which was structured to include several sale periods, was established as part of the Reporting Person's long-term strategy for asset diversification and financial, retirement, estate and tax planning activities over a period of time. 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 31, 2023 Filed Apr 3, 2023 21:18 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,674 | $34.26 | $262,911.24 |
DisclosureSEC source: 0001638833-23-000056 · wf-form4_168057110439021.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,790 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 24, 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 24, 2023 Filed Mar 28, 2023 16:46 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 20,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-23-000055 · wf-form4_168003636673490.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 434,464 F1 · shares: The Compensation Committee approved this award of unrestricted common stock in lieu of, and in full settlement of, a portion of the cash incentive award earned by the Reporting Person under the Issuer's cash incentive plan for performance in 2022. Read SEC document |
| March 15, 2023 Filed Mar 15, 2023 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 99 | $30.10 | $2,979.90 |
DisclosureSEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 3 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,056 F3 · 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 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 12,399 | $31.10 | $385,608.90 |
DisclosureSEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,155 F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 13, 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 13, 2023 Filed Mar 15, 2023 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 10,300 | $30.11 | $310,133.00 |
DisclosureSEC source: 0001638833-23-000049 · wf-form4_167891524660890.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,554 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 and March 11, 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 02, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 66,950 | $32.86 | $2,199,977.00 |
DisclosureSEC source: 0001638833-23-000039 · wf-form4_167814317410190.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,854 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 1, 2023 19:58 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 20,042 | $33.53 | $672,008.26 |
DisclosureSEC source: 0001638833-23-000029 · wf-form4_167771865691059.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,904 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 16:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,884 | $33.90 | $199,467.60 |
DisclosureSEC source: 0001638833-23-000015 · wf-form4_167649803862802.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,946 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 |
| May 03, 2022 Filed May 5, 2022 16:23 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,042 | $55.74 | $113,821.08 |
DisclosureSEC source: 0001638833-22-000100 · wf-form4_165178220178584.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,830 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. 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 |
| April 01, 2022 Filed Apr 4, 2022 16:36 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 11,467 | $54.96 | $630,226.32 |
DisclosureSEC source: 0001638833-22-000085 · wf-form4_164910458583614.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,872 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on April 1, 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 17:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 14,065 | $49.30 | $693,404.50 |
DisclosureSEC source: 0001638833-22-000070 · wf-form4_164755328346148.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,339 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 19:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,061 | $54.66 | $276,634.26 |
DisclosureSEC source: 0001638833-22-000045 · wf-form4_164730124379717.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,388 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 |
| March 11, 2022 Filed Mar 15, 2022 18:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 37,016 | $54.03 | $1,999,974.48 |
DisclosureSEC source: 0001638833-22-000061 · wf-form4_164738188420666.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,404 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 11, 2022. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 16:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 14,071 | $52.25 | $735,209.75 |
DisclosureSEC source: 0001638833-22-000028 · wf-form4_164625769662001.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,717 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. 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 10, 2022 Filed Mar 2, 2022 16:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 29,732 | $42.04 | $1,249,933.28 |
DisclosureSEC source: 0001638833-22-000028 · wf-form4_164625769662001.xml · nonDerivative · entry 2 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,449 F3 · 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 |
| April 01, 2021 Filed Apr 1, 2021 17:34 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 11,366 | $44.26 | $503,059.16 |
DisclosureSEC source: 0001638833-21-000104 · wf-form4_161731281813248.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,788 Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 14:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 3,372 | $43.75 | $147,525.00 |
DisclosureSEC source: 0001638833-21-000099 · wf-form4_161704197665369.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,154 F1 · date: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. F1 · balance_after: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. Read SEC document |
| March 25, 2021 Filed Mar 25, 2021 15:26 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 8,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000083 · wf-form4_161670039921531.xml · nonDerivative · entry 1 Evans Jason Eric · CIK 0001670094 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,822 F1 · shares: The Compensation Committee approved this award of unrestricted common stock in lieu of, and in full settlement of, 50% of the cash incentive award earned by the Reporting Person under the Issuer's cash incentive plan for performance in 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.