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.
Surgery Partners, Inc. filings document the public-company record for a healthcare services operator focused on short-stay surgical facilities. Form 8-K reports furnish quarterly and annual results, non-GAAP reconciliations, guidance updates and Regulation FD materials related to the company’s surgical facility operations.
The filing record also covers governance and capital structure. Proxy materials describe director elections, executive compensation and stockholder voting matters, while current reports disclose debt financing through Surgery Center Holdings, Inc., supplemental indentures for senior notes, leadership appointments, employment agreements and the company’s Nasdaq-listed common stock.
HENDRIX BLAIR E reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director and ten percent owner Blair E. Hendrix received a grant of 11,670 shares of common stock on June 5, 2026 at a reference price of $13.71 per share. These shares will vest on June 5, 2027, indicating a time-based equity award rather than an immediate cash transaction.
After this award, Hendrix beneficially owns 18,531 shares of common stock directly. The filing also notes that shares previously reported as indirectly owned through Bain Capital Investors, LLC are no longer included in the total beneficially owned amount following this transaction, so the reported holdings now reflect only the direct position.
Deane John A reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director John A. Deane received a grant of 11,670 shares of Common Stock, valued at $13.71 per share, as equity compensation. These shares are scheduled to vest on June 5, 2027. Following this award, he directly holds 45,922 shares.
Forese Laura L reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Laura L. Forese reported an award of 11,670 shares of common stock at a reference price of $13.71 per share. These shares will vest on June 5, 2027, indicating they are compensation-related rather than an open-market purchase. After this grant, her directly held position reported in this filing is 18,531 shares.
ADLERZ CLIFFORD G reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Clifford G. Adlerz reported an equity award of common stock under the company’s compensation program. He received 11,670 shares of common stock at a reference price of $13.71 per share as a grant, not an open-market purchase. Following this award, his directly held stake increased to 69,104 shares of Surgery Partners common stock. The granted shares are subject to vesting and will fully vest on June 5, 2027.
Dean Lloyd H reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Dean Lloyd H received a grant of 11,670 shares of Common Stock as equity compensation. The award was recorded at $13.71 per share and is held directly. These shares are scheduled to vest on June 5, 2027, and his reported direct holdings after the grant are 11,670 shares.
Surgery Partners, Inc. director Teresa DeLuca reported an acquisition of company common stock through an equity grant. On June 5, 2026, she received 11,670 shares of common stock at a reference price of $13.71 per share as a grant or award, not an open-market purchase. Following this grant, her directly held position increased to 56,843 shares of Surgery Partners common stock. According to a footnote, these granted shares are scheduled to vest on June 5, 2027, meaning they become fully earned over time rather than immediately.
TURNER BRENT reported acquisition or exercise transactions in this Form 4 filing.
Surgery Partners, Inc. director Brent Turner reported receiving a grant of 11,670 shares of Common Stock at $13.71 per share. This is a compensation-related share award rather than an open-market purchase. Following the grant, he directly holds 86,594 shares. The granted shares are scheduled to vest on June 5, 2027.
Surgery Partners, Inc. reported the results of its annual shareholder meeting. As of the April 8, 2026 record date, 130,798,102 common shares were outstanding and entitled to vote. Stockholders re-elected Class II directors Devin O'Reilly, Brent Turner, and Laura L. Forese, M.D., to serve until the 2029 annual meeting.
Shareholders also approved, on a non-binding advisory basis, the company’s executive compensation program, with 111,639,092 votes for, 2,018,777 against, and 15,275 abstentions, along with 6,243,195 broker non-votes. In addition, stockholders ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 119,828,741 votes for, 62,950 against, and 24,648 abstentions.
Surgery Partners, Inc. (SGRY) Schedule 13G/A: Pentwater Capital Management reports beneficial ownership of 12,655,000 shares of common stock, representing 9.7% of the class. The percentage is calculated using 130,797,216 shares outstanding as of March 31, 2026 per the company proxy filed April 23, 2026.
The statement identifies Pentwater Funds as the direct holders and Mr. Matthew Halbower as the reporting person through his role with the Investment Manager; shared voting and dispositive power are reported as 12,655,000 shares. The filing is an ownership disclosure under Schedule 13G/A.
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.