Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Growth Officer | March 11, 2024 | March 13, 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 March 11, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,321 |
Ending reported balance
After 2024-03-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-11 · Sale · Disposed 651 · Balance 103,108 F1: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 10, 2024. 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. Row 2 · 2024-03-12 · Sale · Disposed 787 · Balance 102,321 F3: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 11, 2024. 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 10, 2024.
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 March 11, 2024.
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 12, 2024 Filed Mar 13, 2024 20:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 787 | $29.87 | $23,507.69 |
DisclosureSEC source: 0001638833-24-000069 · wk-form4_1710362422.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,321 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 20:40 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 651 | $29.54 | $19,230.54 |
DisclosureSEC source: 0001638833-24-000069 · wk-form4_1710362422.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,108 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 05, 2024 Filed Mar 6, 2024 21:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,347 | $30.70 | $41,352.90 |
DisclosureSEC source: 0001638833-24-000062 · wk-form4_1709762033.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,759 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 22:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,084 | $31.18 | $64,979.12 |
DisclosureSEC source: 0001638833-24-000046 · wk-form4_1709331589.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,106 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 22:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 8,338 | $31.18 | $259,978.84 |
DisclosureSEC source: 0001638833-24-000046 · wk-form4_1709331589.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,022 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 13, 2024 Filed Feb 14, 2024 21:24 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,100 | $33.40 | $36,740.00 |
DisclosureSEC source: 0001638833-24-000014 · wk-form4_1707945830.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,315 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 |
| March 15, 2023 Filed Mar 15, 2023 21:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 32 | $30.10 | $963.20 |
DisclosureSEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 3 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,784 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 21:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 4,067 | $31.11 | $126,524.37 |
DisclosureSEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,816 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 21:21 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,509 | $30.09 | $45,405.81 |
DisclosureSEC source: 0001638833-23-000052 · wf-form4_167891529493058.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,883 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 22:52 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,890 | $32.86 | $324,985.40 |
DisclosureSEC source: 0001638833-23-000035 · wf-form4_167814311008712.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,392 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 2, 2023 00:58 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 6,582 | $33.52 | $220,628.64 |
DisclosureSEC source: 0001638833-23-000030 · wf-form4_167771869092330.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,502 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 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,085 | $33.91 | $36,792.35 |
DisclosureSEC source: 0001638833-23-000013 · wf-form4_167649797366401.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,084 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 24, 2022 Filed Mar 28, 2022 21:44 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,000 | $53.50 | $267,500.00 |
DisclosureSEC source: 0001638833-22-000083 · wf-form4_164850379250843.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,169 Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 1,698 | $50.88 | $86,394.24 |
DisclosureSEC source: 0001638833-22-000073 · wf-form4_164755336015778.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,169 F3 · shares: Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 15, 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 21:43 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 7,426 | $49.30 | $366,101.80 |
DisclosureSEC source: 0001638833-22-000073 · wf-form4_164755336015778.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,867 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 23:42 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 660 | $55.00 | $36,300.00 |
DisclosureSEC source: 0001638833-22-000047 · wf-form4_164730131084816.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,278 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 22:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,015 | $54.03 | $324,990.45 |
DisclosureSEC source: 0001638833-22-000059 · wf-form4_164738183374798.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,293 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 21:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 5,653 | $52.28 | $295,538.84 |
DisclosureSEC source: 0001638833-22-000027 · wf-form4_164625766138081.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,062 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 21:48 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,876 | $42.04 | $204,987.04 |
DisclosureSEC source: 0001638833-22-000027 · wf-form4_164625766138081.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,938 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 |
| May 10, 2021 Filed May 10, 2021 20:37 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 63,588 | $50.55 | $3,214,373.40 |
DisclosureSEC source: 0001638833-21-000120 · wf-form4_162067901760924.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,715 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 26, 2021 Filed Mar 29, 2021 18:20 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,106 | $43.75 | $48,387.50 |
DisclosureSEC source: 0001638833-21-000102 · wf-form4_161704203059695.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,303 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 19:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000079 · wf-form4_161670032882612.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,506 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 16, 2021 Filed Mar 17, 2021 21:38 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,440 | $43.51 | $62,654.40 |
DisclosureSEC source: 0001638833-21-000065 · wf-form4_161601709686681.xml · nonDerivative · entry 3 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,598 F3 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 16, 2021 of restricted stock. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:38 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,840 | $42.06 | $77,390.40 |
DisclosureSEC source: 0001638833-21-000065 · wf-form4_161601709686681.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,038 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 15, 2021 of restricted stock. Read SEC document |
| March 13, 2021 Filed Mar 17, 2021 21:38 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 7,357 | $42.06 | $309,435.42 |
DisclosureSEC source: 0001638833-21-000065 · wf-form4_161601709686681.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,878 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 21:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000048 · wf-form4_161558432012078.xml · nonDerivative · entry 4 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,235 F4 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 10, 2021. Read SEC document |
| February 24, 2021 Filed Mar 12, 2021 21:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 32,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000048 · wf-form4_161558432012078.xml · nonDerivative · entry 3 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,359 F3 · 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 |
| December 31, 2020 Filed Mar 12, 2021 21:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,242 | $28.22 | $35,049.24 |
DisclosureSEC source: 0001638833-21-000048 · wf-form4_161558432012078.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,278 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2020 of restricted stock. Read SEC document |
| March 13, 2020 Filed Mar 12, 2021 21:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 32,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000048 · wf-form4_161558432012078.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,520 F1 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 13, 2020. Read SEC document |
| December 31, 2019 Filed Feb 7, 2020 22:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,243 | $15.42 | $19,167.06 |
DisclosureSEC source: 0001638833-20-000007 · wf-form4_158111607112672.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · Chief Growth Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,439 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2019 of restricted stock. Read SEC document |
| March 31, 2019 Filed Apr 3, 2019 20:36 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 625 | $11.28 | $7,050.00 |
DisclosureSEC source: 0001638833-19-000028 · wf-form4_155432376467871.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,682 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 31, 2019 of restricted stock. Read SEC document |
| March 17, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,154 | $13.42 | $15,486.68 |
DisclosureSEC source: 0001638833-19-000023 · wf-form4_155302317610538.xml · nonDerivative · entry 4 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,307 F4 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 17, 2019 of restricted stock. Read SEC document |
| March 16, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 879 | $13.42 | $11,796.18 |
DisclosureSEC source: 0001638833-19-000023 · wf-form4_155302317610538.xml · nonDerivative · entry 3 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,461 F3 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 16, 2019 of restricted stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 148,500 | $0.00 Strike: $13.42 | $0.00 |
DisclosureSEC source: 0001638833-19-000023 · wf-form4_155302317610538.xml · derivative · entry 5 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,500 Underlying: Common Stock · 148,500 shares Expires 2029-03-15 F5 · derivative.exercise_date: One-third (1/3) of the options will vest in three equal installments on each of December 31, 2020, December 31, 2021, and December 31, 2022, generally contingent upon continued employment through each applicable vesting date (the "time condition"). One-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $25.00. The remaining one-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $35.00. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 13,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000023 · wf-form4_155302317610538.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,340 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 10,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000023 · wf-form4_155302317610538.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,300 F1 · shares: Shares issued based on 2018 performance under performance stock unit awards granted to the Reporting Person on March 16, 2018. Shares will vest in two equal annual installments on each of the first two anniversaries of December 31, 2018. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 543 | $9.87 | $5,359.41 |
DisclosureSEC source: 0000904454-19-000007 · edgar.xml · nonDerivative · entry 2 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,100 F2 · shares: Shares withheld by the Issuer to staisfy the Reporting Person's tax withholding obligation in connection with the vesting of the performance-based restricted stock units reported above. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:53 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-19-000007 · edgar.xml · nonDerivative · entry 1 TAPARO ANTHONY · CIK 0001735245 · President, Atlantic Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,643 F1 · shares: Represents performance-based restricted stock units granted to the Reporting Person in August 2016, which vested on December 31, 2018. 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.