Companies / Surgery Partners, Inc.

Surgery Partners, Inc.

Nasdaq: SGRYCIK 1638833BRENTWOOD, TN

Financials · FY2017

Revenue$592.60M
Net income$98.90M
Total debt$3.74B
Cash$216.70M
Diluted EPS$-0.61
Shares outstanding130.9M

Ownership

130.9M shares outstanding · as of Aug 3, 2026
1.3%Insiders
Ownership
Insiders1.34%1,748,634
10%+ / strategic4.99%6,537,016
Institutions113.84%149,032,587
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 11

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Insider% of sharesShares
Evans Jason EricCEOChief Executive Officer
0.70%920,386
Baldock JenniferChief Admin & Dev Officer
0.25%326,474
Doherty David TChief Financial Officer
0.17%221,679
Oppenheimer Justin RobertFormerCOO & National Group President
0.09%120,259
Brittenham MarissaChief Strategy Officer
0.07%94,196
Turner BrentDirector
0.07%86,594
Burkhalter DanielleFormerChief Human Resources Officer
0.06%76,864
Webb William TrentonFormerAmerican Group President
0.06%74,249
Adlerz Clifford GDirector
0.05%69,104
Hendrix Blair EDirector · 10% owner
0.01%18,531

Institutional holders 192

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HolderValue% of shares
Bain Capital Investors LLC$595.37M38.15%
Janus Henderson Group PLC$161.40M10.34%
Pentwater Capital Management LP$154.50M7.64%
King Street Capital Management, L.P.$121.94M7.81%
UBS Group AG$120.57M5.96%
Vanguard Group Inc$116.89M5.78%
BlackRock, Inc.$104.86M4.77%
Fmr LLC$101.58M5.02%
Dimensional Fund Advisors LP$75.81M3.75%
Clearbridge Investments, LLC$49.09M3.15%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Mar 5, 2026Evans Jason Eric
CEO
GrantCommon Stock$2.00M+142K
+21.39%
804,423
0.61% of shares
low
Mar 5, 2026Evans Jason Eric
CEO
GrantCommon Stock$1.92M+136K
+16.95%
940,786
0.72% of shares
low
Jan 13, 2026Oppenheimer Justin Robert
Executive
GrantCommon Stock$1.25M+78K
77,736
0.06% of shares
low
Mar 5, 2026Doherty David T
Executive
GrantCommon Stock$800.0K+57K
+63.85%
145,500
0.11% of shares
low
Mar 5, 2026Doherty David T
Executive
GrantCommon Stock$769.6K+55K
+37.49%
200,045
0.15% of shares
low
Mar 5, 2026Baldock Jennifer
Executive
GrantCommon Stock$600.0K+43K
+18.01%
278,570
0.21% of shares
low
Mar 5, 2026Oppenheimer Justin Robert
Executive
GrantCommon Stock$600.0K+43K
+54.70%
120,259
0.09% of shares
low
Mar 5, 2026Baldock Jennifer
Executive
GrantCommon Stock$577.2K+41K
+14.69%
319,479
0.24% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Pentwater Capital Management LPPassive13G/A———
Fmr LLCPassive13G/A—6,537,016—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
SGRY——86881A100—