Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | American Group President | March 05, 2026 | March 09, 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 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,249 |
Reported balance
After 2026-03-06 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-03-06 · Sale · Disposed 272 · Balance 74,249 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 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. |
| Common StockSEC Table I · non-derivative | Direct | 72,455 |
Reported balance
After 2026-03-05 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-03-05 · Sale · Disposed 1,794 · Balance 72,455 F3: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 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. |
| Common StockSEC Table I · non-derivative | Direct | 92,909 |
Reported balance
After 2026-03-05 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-03-05 · Grant · Acquired 20,454 · Balance 92,909 F4: 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. |
| Common StockSEC Table I · non-derivative | Direct | 104,347 |
Reported balance
After 2026-03-05 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-03-05 · Grant · Acquired 11,438 · Balance 104,347 F5: 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. |
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 2, 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.
F3: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 2026.
F4: 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.
F5: 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.
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 06, 2026 Filed Mar 9, 2026 19:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 272 | $13.93 | $3,788.96 |
DisclosureSEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,249 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on 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 19:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,438 | $14.11 | $161,390.18 |
DisclosureSEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 4 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,347 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 19:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 20,454 | $14.11 | $288,605.94 |
DisclosureSEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 3 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,909 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 19:32 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,794 | $13.86 | $24,864.84 |
DisclosureSEC source: 0001638833-26-000020 · wk-form4_1773099177.xml · nonDerivative · entry 2 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,455 F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on February 28, 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 14, 2025 Filed Mar 17, 2025 16:16 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 138 | $23.70 | $3,270.60 |
DisclosureSEC source: 0001638833-25-000075 · wk-form4_1742242591.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,521 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 16:28 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,057 | $24.06 | $49,491.42 |
DisclosureSEC source: 0001638833-25-000068 · wk-form4_1741897725.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,659 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 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,781 | $23.80 | $89,987.80 |
DisclosureSEC source: 0001638833-25-000048 · wk-form4_1741297284.xml · nonDerivative · entry 2 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,716 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 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 12,605 | $23.80 | $299,999.00 |
DisclosureSEC source: 0001638833-25-000048 · wk-form4_1741297284.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,935 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 16:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 257 | $25.70 | $6,604.90 |
DisclosureSEC source: 0001638833-25-000018 · wk-form4_1738705842.xml · nonDerivative · entry 2 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,330 F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on January 31, 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-25-000018 · wk-form4_1738705842.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,587 F1 · shares: Shares issued based on performance vesting criteria for year ended December 31, 2024 under performance stock unit awards granted to the Reporting Person on February 28, 2024. Shares will vest in two equal annual installments on each of the first two anniversaries of January 31, 2025. Read SEC document |
| September 01, 2024 Filed Sep 4, 2024 16:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 1,877 | $31.95 | $59,970.15 |
DisclosureSEC source: 0001638833-24-000140 · wk-form4_1725480457.xml · nonDerivative · entry 1 Webb William Trenton · CIK 0002034231 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,380 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on September 1, 2024 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. 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.