Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Human Resources 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 | 76,864 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Sale · Disposed 3,469 · Balance 76,864 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 16:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,469 | $12.83 | $44,507.27 |
DisclosureSEC source: 0001638833-26-000034 · wk-form4_1773691658.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,864 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 19:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,736 | $13.60 | $105,209.60 |
DisclosureSEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,103 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 | 9,150 | $14.11 | $129,106.50 |
DisclosureSEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 4 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,333 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 19:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 16,363 | $14.11 | $230,881.93 |
DisclosureSEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 3 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,183 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 | 17,717 | $14.11 | $249,986.87 |
DisclosureSEC source: 0001638833-26-000021 · wk-form4_1773099185.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,820 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 |
| March 14, 2025 Filed Mar 17, 2025 16:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 74 | $23.78 | $1,759.72 |
DisclosureSEC source: 0001638833-25-000076 · wk-form4_1742242612.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,839 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 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 10, 2025 Filed Mar 13, 2025 16:29 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,240 | $24.14 | $29,933.60 |
DisclosureSEC source: 0001638833-25-000069 · wk-form4_1741897735.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,913 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 16:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 5,882 | $23.80 | $139,991.60 |
DisclosureSEC source: 0001638833-25-000045 · wk-form4_1741297252.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,153 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 | 10,084 | $23.80 | $239,999.20 |
DisclosureSEC source: 0001638833-25-000045 · wk-form4_1741297252.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,271 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 04, 2025 Filed Feb 4, 2025 16:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 167 | $25.68 | $4,288.56 |
DisclosureSEC source: 0001638833-25-000012 · wk-form4_1738705769.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,187 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 |
| June 12, 2024 Filed Jun 13, 2024 17:31 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 6,000 | $26.39 | $158,310.00 |
DisclosureSEC source: 0001638833-24-000129 · wk-form4_1718314308.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,354 Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 111 | $29.74 | $3,301.14 |
DisclosureSEC source: 0001638833-24-000072 · wk-form4_1710362464.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,354 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 · balance_after: 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 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 127 | $29.59 | $3,757.93 |
DisclosureSEC source: 0001638833-24-000072 · wk-form4_1710362464.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,465 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 · balance_after: 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 16:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 586 | $30.41 | $17,820.26 |
DisclosureSEC source: 0001638833-24-000061 · wk-form4_1709762022.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,592 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 17:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,414 | $31.18 | $199,988.52 |
DisclosureSEC source: 0001638833-24-000045 · wk-form4_1709330959.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,178 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 17:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 320 | $31.18 | $9,977.60 |
DisclosureSEC source: 0001638833-24-000045 · wk-form4_1709330959.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,764 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 14, 2024 Filed Feb 16, 2024 16:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 192 | $33.42 | $6,416.64 |
DisclosureSEC source: 0001638833-24-000024 · wk-form4_1708118231.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,444 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 06, 2024 Filed Feb 8, 2024 17:03 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 167 | $32.24 | $5,384.08 |
DisclosureSEC source: 0001638833-24-000012 · wk-form4_1707429773.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,636 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 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 15, 2023 Filed Mar 15, 2023 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 4 | $30.25 | $121.00 |
DisclosureSEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 3 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,803 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 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 430 | $31.09 | $13,368.70 |
DisclosureSEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,807 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 13, 2023 Filed Mar 15, 2023 17:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 136 | $30.04 | $4,085.44 |
DisclosureSEC source: 0001638833-23-000051 · wf-form4_167891528035012.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,237 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. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,804 | $32.86 | $124,999.44 |
DisclosureSEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 5 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,373 F5 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 2023. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,216 | $32.86 | $499,997.76 |
DisclosureSEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 4 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,569 F4 · shares: Shares will all vest on the third anniversary of March 2, 2023. Read SEC document |
| February 13, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 123 | $33.88 | $4,167.24 |
DisclosureSEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 2 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,110 F2 · 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 |
| January 31, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 757 | $33.55 | $25,397.35 |
DisclosureSEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 3 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,353 F3 · 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 |
| January 31, 2023 Filed Mar 6, 2023 17:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 740 | $54.03 | $39,982.20 |
DisclosureSEC source: 0001638833-23-000041 · wf-form4_167814321310785.xml · nonDerivative · entry 1 Burkhalter Danielle · CIK 0001966798 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233 F1 · shares: Shares issued based on 2022 performance under performance stock unit awards granted to the Reporting Person on March 11, 2022. Shares will vest in two equal annual installments on each of the first two anniversaries of January 31, 2023. 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.