Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | National Group President | September 04, 2025 | September 08, 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 September 04, 2025 · Filed September 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,181 |
Ending reported balance
After 2025-09-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-04 · Sale · Disposed 5,726 · Balance 120,794 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2025. Row 2 · 2025-09-04 · Sale · Disposed 3,613 · Balance 117,181 |
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 September 1, 2025.
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 |
|---|---|---|---|---|---|---|
| September 04, 2025 Filed Sep 8, 2025 20:29 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,613 | $22.48 | $81,220.24 |
DisclosureSEC source: 0001638833-25-000151 · wk-form4_1757363354.xml · nonDerivative · entry 2 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,181 Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 20:29 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,726 | $22.48 | $128,720.48 |
DisclosureSEC source: 0001638833-25-000151 · wk-form4_1757363354.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,794 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 20:29 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 4,045 | $24.16 | $97,727.20 |
DisclosureSEC source: 0001638833-25-000071 · wk-form4_1741897759.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,520 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: 0001638833-25-000046 · wk-form4_1741297262.xml · nonDerivative · entry 2 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,565 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 | 17,226 | $23.80 | $409,978.80 |
DisclosureSEC source: 0001638833-25-000046 · wk-form4_1741297262.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,263 F1 · shares: Represents restricted stock awards ("RSAs") granted to the reporting person on March 4, 2025 (the "Grant Date"). The RSAs vest in three equal annual installments beginning on the first anniversary of the Grant Date. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 22:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 56,315 | $25.64 | $1,443,916.60 |
DisclosureSEC source: 0001638833-25-000028 · wk-form4_1739225232.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,037 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 21:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 115,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-25-000016 · wk-form4_1738705818.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,352 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 September 1, 2022. Shares vested immediately upon certification by the Board on January 31, 2025. Read SEC document |
| September 04, 2024 Filed Sep 4, 2024 20:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 6,325 | $31.11 | $196,741.66 |
DisclosureSEC source: 0001638833-24-000141 · wk-form4_1725480468.xml · nonDerivative · entry 2 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,236 F2 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 2024. Read SEC document |
| September 01, 2024 Filed Sep 4, 2024 20:07 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 1,251 | $31.95 | $39,969.45 |
DisclosureSEC source: 0001638833-24-000141 · wk-form4_1725480468.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,561 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 |
| March 04, 2024 Filed Mar 6, 2024 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,304 | $30.53 | $100,871.12 |
DisclosureSEC source: 0001638833-24-000059 · wk-form4_1709761987.xml · nonDerivative · entry 2 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,310 F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,800 | $30.53 | $54,954.00 |
DisclosureSEC source: 0001638833-24-000059 · wk-form4_1709761987.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,614 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 2, 2024. F2 · price: The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 1,443 | $31.18 | $44,992.74 |
DisclosureSEC source: 0001638833-24-000040 · wk-form4_1709330874.xml · nonDerivative · entry 2 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,414 F2 · 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 28, 2024 Filed Mar 1, 2024 22:08 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 10,262 | $31.18 | $319,969.16 |
DisclosureSEC source: 0001638833-24-000040 · wk-form4_1709330874.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,971 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 |
| September 05, 2023 Filed Sep 5, 2023 20:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,835 | $35.98 | $137,994.81 |
DisclosureSEC source: 0001638833-23-000087 · wk-form4_1693944320.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,709 F1 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on September 1, 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 22:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 12,172 | $32.86 | $399,971.92 |
DisclosureSEC source: 0001638833-23-000036 · wf-form4_167814312729046.xml · nonDerivative · entry 1 Bane Harrison R. · CIK 0001952229 · American Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,544 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 2, 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.