Welcome to our dedicated page for Surgery Partners SEC filings (Ticker: SGRY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Surgery Partners, Inc. (SGRY) SEC filings page provides access to the company’s regulatory disclosures as a Nasdaq-listed healthcare services company focused on short-stay and outpatient surgical care. Through these filings, investors can review detailed information about the business, its capital structure, governance and financial performance.
Surgery Partners’ annual reports on Form 10-K and quarterly reports on Form 10-Q describe its outpatient delivery model, the composition of its network of ambulatory surgery centers, surgical hospitals, multi-specialty physician practices and urgent care facilities, and the risks associated with operating in the healthcare sector. These reports also present audited and interim financial statements, management’s discussion and analysis, and risk factor disclosures related to reimbursement, regulation, physician relationships, supply chain, cybersecurity and indebtedness.
Current reports on Form 8-K highlight material events such as debt issuances, credit agreement amendments, earnings releases and leadership changes. For example, recent 8-K filings describe the issuance of additional 7.250% senior notes due 2032 by subsidiary Surgery Center Holdings, Inc., the execution of a second amendment to the company’s credit agreement establishing refinancing term loans and revolving credit commitments, and the announcement of quarterly financial results. Other 8-Ks report board and executive transitions, including resignations, appointments and related employment agreements.
Filings related to capital markets activity, such as indentures for senior notes and amendments to credit facilities, provide insight into interest rates, maturities, guarantees and covenants that shape Surgery Partners’ financial obligations. These documents are important for understanding leverage, refinancing plans and the structure of obligations at the operating subsidiary level.
On this page, AI-powered tools can help summarize lengthy filings, highlight key terms in debt agreements, and clarify the implications of earnings releases and non-GAAP measures like Adjusted EBITDA. Investors can use these summaries to quickly identify items such as revenue trends, same-facility performance, liquidity metrics, leverage ratios and governance changes, while still having direct access to the full text of Forms 10-K, 10-Q, 8-K and related exhibits filed with the SEC.
Surgery Partners Inc. ownership update: FMR LLC reports beneficial ownership of 2,191,465.08 shares of common stock, representing 1.7% of the class. The filing (Schedule 13G/A Amendment No. 7) attributes these holdings to FMR LLC and lists Abigail P. Johnson in related disclosures.
The cover responses show sole dispositive power for 2,191,465.08 shares and sole voting power figures on the cover page. The filing is signed under a Power of Attorney and references Exhibit 99 and an Exhibit 24 incorporation.
Surgery Partners reported Q1 2026 revenue of $810.9 million, up from $776.0 million a year earlier, driven by a 4.4% rise in days adjusted same-facility revenue, with 3.8% higher revenue per case and 0.6% higher case volumes.
Net loss attributable to Surgery Partners, Inc. was $35.9 million versus $37.7 million in Q1 2025, while Adjusted EBITDA edged down to $102.3 million from $103.9 million as higher cost of revenues and interest expense offset topline growth.
The company ended the quarter with $182.3 million of cash and $666.1 million of availability on its senior secured revolver, against total debt of about $3.7 billion. The board also authorized a new share repurchase program of up to $200 million of common stock, with no repurchases made in the quarter.
Surgery Partners, Inc. reported first quarter 2026 revenue of $810.9 million, up 4.5% from the prior year, driven by 4.4% same-facility revenue growth on modest 0.6% case growth and a 3.8% increase in revenue per case. Adjusted EBITDA was $102.3 million, slightly below $103.9 million a year earlier, while net loss attributable to Surgery Partners narrowed to $35.9 million, or $(0.28) per basic and diluted share. The company ended March 31, 2026 with $182.3 million of cash and cash equivalents and $666.1 million of available borrowing capacity, with total net debt to EBITDA of roughly 4.3x. Management reaffirmed full-year 2026 guidance for revenue of $3.35–$3.45 billion and Adjusted EBITDA of at least $530 million, implying organic Adjusted EBITDA growth of at least 4.2% versus 2025 normalized levels.
Surgery Partners, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 5, 2026, including electing three Class II directors, an advisory say-on-pay resolution, and ratifying Ernst & Young LLP as independent auditor for 2026.
The record date is April 8, 2026 and the meeting will be held exclusively online via webcast. The Board unanimously recommends voting FOR all three management proposals. The proxy also explains voting mechanics, broker non-votes, and the company’s classified board and independence structure.
For 2025, revenue grew 6.2% to $3.31 billion, Adjusted EBITDA rose 3.5% to $526.2 million, but the company recorded a net loss attributable to common stockholders of $77.9 million (loss per share of $0.61). Because financial results fell below incentive thresholds, no 2025 annual cash bonuses were paid to named executive officers, reinforcing the stated pay‑for‑performance philosophy.
Surgery Partners Inc filed an Amendment No. 2 to a Schedule 13G/A reporting that The Vanguard Group holds 0 shares (0%) of the company’s common stock following an internal realignment.
The filing states Vanguard will report certain subsidiaries separately in reliance on SEC Release No. 34-39538 and that those entities pursue the same strategies previously run by The Vanguard Group. The form is signed by Ashley Grim on 03/27/2026.
Surgery Partners, Inc. reported that Chief Human Resources Officer Danielle Burkhalter sold 3,469 shares of common stock on March 13, 2026 at an average price of $12.83 per share. According to the filing, the shares were sold to cover tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she directly holds 76,864 shares of Surgery Partners common stock.
Surgery Partners, Inc. Chief Strategy Officer Marissa Brittenham reported an open-market sale of 3,657 shares of common stock at $12.54 per share. According to the footnote, the shares were sold to satisfy her tax withholding obligations tied to restricted stock that vested on March 4, 2026. After this tax-related sale, she continues to hold 94,196 shares directly, indicating she retained the vast majority of her equity position.
Surgery Partners, Inc. Chief Financial Officer David T. Doherty reported an open-market sale of 8,867 shares of common stock at a weighted average price of $12.50 per share. According to the disclosure, the shares were sold to satisfy his tax withholding obligations related to restricted stock that vested on March 4, 2026.
After this transaction, Doherty directly holds 221,679 shares of Surgery Partners common stock, indicating he retains a substantial equity position in the company following the tax-related sale.
Surgery Partners, Inc. Chief Executive Officer Jason Eric Evans reported an open-market sale of 20,400 shares of common stock at a weighted average price of $12.47 per share. According to the footnotes, these shares were sold solely to satisfy his tax withholding obligations related to restricted stock vesting on March 4, 2026, rather than as a discretionary reduction of his investment. After this transaction, he continues to hold 920,386 shares of common stock directly.