Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | National Group President | May 31, 2024 | June 03, 2024 |
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 May 31, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,338 |
Reported balance
After 2024-05-31 transaction · row 1
1 source rowRow 1 · 2024-05-31 · Sale · Disposed 6,000 · Balance 72,338 F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| May 31, 2024 Filed Jun 3, 2024 18:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 6,000 | $27.65 | $165,900.00 |
DisclosureSEC source: 0001638833-24-000115 · wk-form4_1717453051.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,338 F1 · 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 12, 2024 Filed Mar 13, 2024 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,815 | $29.82 | $54,123.30 |
DisclosureSEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 3 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,338 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 12, 2024 Filed Mar 13, 2024 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 968 | $29.82 | $28,865.76 |
DisclosureSEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 2 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,153 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 16:41 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 632 | $29.49 | $18,637.68 |
DisclosureSEC source: 0001638833-24-000071 · wk-form4_1710362450.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,121 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 16:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,658 | $30.43 | $50,452.94 |
DisclosureSEC source: 0001638833-24-000063 · wk-form4_1709762057.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,753 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 | 10,262 | $31.18 | $319,969.16 |
DisclosureSEC source: 0001638833-24-000041 · wk-form4_1709330892.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,411 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 16:29 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,040 | $35.22 | $36,628.80 |
DisclosureSEC source: 0001638833-24-000018 · wk-form4_1707946143.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,149 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 |
| May 17, 2023 Filed May 18, 2023 17:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,191 | $36.31 | $261,105.21 |
DisclosureSEC source: 0001638833-23-000072 · wk-form4_1684444740.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,189 F1 · 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 17:22 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 20 | $30.05 | $601.00 |
DisclosureSEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 3 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,380 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 17:22 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 2,559 | $31.12 | $79,636.08 |
DisclosureSEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 2 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,400 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 17:22 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,669 | $30.10 | $50,236.90 |
DisclosureSEC source: 0001638833-23-000053 · wf-form4_167891531101369.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,959 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 | 12,172 | $32.86 | $399,971.92 |
DisclosureSEC source: 0001638833-23-000040 · wf-form4_167814318914457.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,628 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 | 3,621 | $33.51 | $121,339.71 |
DisclosureSEC source: 0001638833-23-000031 · wf-form4_167771871132627.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,456 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 16:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 703 | $34.00 | $23,902.00 |
DisclosureSEC source: 0001638833-23-000012 · wf-form4_167649795421236.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,077 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 |
| March 15, 2022 Filed Mar 17, 2022 17:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,721 | $49.29 | $183,408.09 |
DisclosureSEC source: 0001638833-22-000071 · wf-form4_164755331928533.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,780 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 19:39 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 993 | $55.20 | $54,813.60 |
DisclosureSEC source: 0001638833-22-000042 · wf-form4_164730116410684.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,844 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 18:03 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,254 | $54.03 | $499,993.62 |
DisclosureSEC source: 0001638833-22-000057 · wf-form4_164738178341282.xml · nonDerivative · entry 2 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,501 F2 · shares: Shares will vest in two equal annual installments on March 11, 2024 and 2025. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 18:03 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,403 | $54.03 | $399,984.09 |
DisclosureSEC source: 0001638833-22-000057 · wf-form4_164738178341282.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,247 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 16:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 3,225 | $52.25 | $168,506.25 |
DisclosureSEC source: 0001638833-22-000029 · wf-form4_164625774341847.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,080 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 16:49 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,757 | $42.04 | $199,984.28 |
DisclosureSEC source: 0001638833-22-000029 · wf-form4_164625774341847.xml · nonDerivative · entry 2 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,837 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 |
| March 26, 2021 Filed Mar 29, 2021 14:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 778 | $43.75 | $34,037.50 |
DisclosureSEC source: 0001638833-21-000101 · wf-form4_161704201346249.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,305 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 | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000081 · wf-form4_161670036499481.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,155 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 |
| March 13, 2021 Filed Mar 17, 2021 17:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 3,636 | $42.06 | $152,930.16 |
DisclosureSEC source: 0001638833-21-000062 · wf-form4_161601702793032.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,998 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 13, 2021 of restricted stock. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 16:23 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000043 · wf-form4_161558418064093.xml · nonDerivative · entry 2 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,634 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 10, 2021. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 16:23 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000043 · wf-form4_161558418064093.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,877 F1 · shares: Shares will vest in two equal annual installments of each of the first two anniversaries of March 10, 2021. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 13:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 28,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000023 · wf-form4_161436351565446.xml · nonDerivative · entry 1 Owens Bradley R. · CIK 0001839389 · National Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,120 F1 · shares: Shares issued based on 2020 performance under performance stock unit awards granted to the Reporting Person on March 13, 2020. Shares will vest in two equal annual installments on each of the first two anniversaries of February 24, 2021. 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.