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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
SURGERY PARTNERS INC: SGRY
Price: 12/20/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$21.22 $35.30 $19.50 $2,697 127 1,046 0.0% 19.4% 110.09% 1.13%
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
EVANS JASON ERIC
CEO
OE
$190,410
16,500
---
12/12/24
---
$11.54
476,170
3.6
D
---
12/16/24 - 4:40:12 pm
2
    
 
WEBB WILLIAM TRENTON
PR
JB
$59,970
1,877
---
9/1/24
---
$31.95
57,380
3.4
D
R
9/4/24 - 4:07:45 pm
3
    
 
WEBB WILLIAM TRENTON
PR
3
---
---
---
9/1/24
---
---
55,503
---
D
---
9/4/24 - 4:05:43 pm
4
    
 
BURKHALTER DANIELLE
HR
S
$158,310
6,000
---
6/12/24
---
$26.39
30,354
-16.5
D
---
6/13/24 - 5:31:56 pm
5
    
 
MARYLAND PATRICIA ANNE
DIR
JB
$159,988
6,170
---
6/6/24
---
$25.93
17,722
53.4
D
---
6/10/24 - 4:26:30 pm
6
    
 
TURNER BRENT
DIR
JB
$159,988
6,170
---
6/6/24
---
$25.93
68,063
10.0
D
---
6/10/24 - 4:26:18 pm
7
    
 
DEANE JOHN A
DIR
JB
$159,988
6,170
---
6/6/24
---
$25.93
27,391
29.1
D
---
6/10/24 - 4:26:06 pm
8
    
 
ADLERZ CLIFFORD G
DIR
JB
$159,988
6,170
---
6/6/24
---
$25.93
50,573
13.9
D
---
6/10/24 - 4:25:55 pm
9
    
 
DELUCA TERESA
DIR
JB
$159,988
6,170
---
6/6/24
---
$25.93
58,330
11.8
D
---
6/10/24 - 4:25:43 pm
10
    
 
OWENS BRADLEY R
PR
S
$165,900
6,000
---
5/31/24
---
$27.65
72,338
-7.7
D
---
6/3/24 - 6:17:40 pm
11
    
 
DOHERTY DAVID T
CFO
S
$20,613
721
---
3/14/24
---
$28.59
95,719
-0.7
D
R
3/15/24 - 5:09:55 pm
12
    
 
BURKHALTER DANIELLE
HR
S
$7,059
238
3/11/24
3/12/24
$29.59
$29.74
36,354
-0.7
D
R
3/13/24 - 4:41:18 pm
13
    
 
OWENS BRADLEY R
PR
S
$101,627
3,415
3/11/24
3/12/24
$29.49
$29.82
78,338
-4.2
D
R
3/13/24 - 4:41:02 pm
14
1y
9
78%
-22%
1
BALDOCK JENNIFER
O
S
$47,468
1,597
3/11/24
3/12/24
$29.70
$29.74
183,644
-0.9
D
R
3/13/24 - 4:40:46 pm
15
    
 
TAPARO ANTHONY
O
S
$42,738
1,438
3/11/24
3/12/24
$29.54
$29.87
102,321
-1.4
D
R
3/13/24 - 4:40:32 pm
16
    
 
TAPARO ANTHONY
O
S
$41,353
1,347
---
3/5/24
---
$30.70
103,759
-1.3
D
R
3/6/24 - 4:54:16 pm
17
1y
9
78%
-22%
1
BALDOCK JENNIFER
O
S
$71,232
2,318
---
3/4/24
---
$30.73
185,241
-1.2
D
R
3/6/24 - 4:54:51 pm
18
    
 
OWENS BRADLEY R
PR
S
$50,453
1,658
---
3/4/24
---
$30.43
81,753
-2.0
D
R
3/6/24 - 4:54:35 pm
19
    
 
BURKHALTER DANIELLE
HR
S
$17,820
586
---
3/4/24
---
$30.41
36,592
-1.6
D
R
3/6/24 - 4:53:51 pm
20
    
 
DOHERTY DAVID T
CFO
S
$104,048
3,426
---
3/4/24
---
$30.37
96,440
-3.4
D
R
3/6/24 - 4:53:38 pm
21
    
 
BANE HARRISON R
PR
S
$155,825
5,104
---
3/4/24
---
$30.53
53,310
-8.7
D
R
3/6/24 - 4:53:20 pm
22
    
 
BRITTENHAM MARISSA
O
S
$38,738
1,284
---
3/4/24
---
$30.17
39,768
-3.1
D
R
3/6/24 - 4:53:05 pm
23
1y
10
100%
-28%
1
EVANS JASON ERIC
CEO
S
$277,633
9,070
---
3/4/24
---
$30.61
466,494
-1.9
D
R
3/6/24 - 4:52:45 pm
24
    
 
BALDOCK JENNIFER
O
JB
$599,997
19,243
---
2/28/24
---
$31.18
187,559
11.4
D
R
3/1/24 - 5:25:40 pm
25
    
 
TAPARO ANTHONY
O
JB
$324,958
10,422
---
2/28/24
---
$31.18
105,106
11.0
D
R
3/1/24 - 5:20:01 pm
26
    
 
BURKHALTER DANIELLE
HR
JB
$209,966
6,734
---
2/28/24
---
$31.18
37,178
22.1
D
R
3/1/24 - 5:09:33 pm
27
    
 
BRITTENHAM MARISSA
O
JB
$329,978
10,583
---
2/28/24
---
$31.18
41,052
34.7
D
R
3/1/24 - 5:09:14 pm
28
    
 
DOHERTY DAVID T
CFO
JB
$799,985
25,657
---
2/28/24
---
$31.18
99,866
34.6
D
R
3/1/24 - 5:08:56 pm
29
    
 
EVANS JASON ERIC
CEO
JB
$1,759,986
56,446
---
2/28/24
---
$31.18
475,564
13.5
D
R
3/1/24 - 5:08:38 pm
30
    
 
OWENS BRADLEY R
PR
JB
$319,969
10,262
---
2/28/24
---
$31.18
83,411
14.0
D
R
3/1/24 - 5:08:23 pm
31
    
 
BANE HARRISON R
PR
JB
$364,962
11,705
---
2/28/24
---
$31.18
58,414
25.1
D
R
3/1/24 - 5:08:08 pm
32
    
 
BURKHALTER DANIELLE
HR
S
$6,417
192
---
2/14/24
---
$33.42
30,444
-0.6
D
---
2/16/24 - 4:17:38 pm
33
    
 
TAPARO ANTHONY
O
S
$36,740
1,100
---
2/13/24
---
$33.40
91,315
-1.2
D
---
2/14/24 - 4:24:16 pm
34
    
 
DOHERTY DAVID T
CFO
S
$35,629
1,020
---
2/12/24
---
$34.93
74,209
-1.4
D
---
2/14/24 - 4:34:19 pm
35
1y
10
100%
-28%
1
EVANS JASON ERIC
CEO
S
$202,762
5,780
---
2/12/24
---
$35.08
419,118
-1.4
D
---
2/14/24 - 4:32:25 pm
36
    
 
OWENS BRADLEY R
PR
S
$36,629
1,040
---
2/12/24
---
$35.22
73,149
-1.4
D
---
2/14/24 - 4:29:43 pm
37
1y
9
78%
-22%
1
BALDOCK JENNIFER
O
S
$38,835
1,115
---
2/12/24
---
$34.83
87,333
-1.3
D
---
2/14/24 - 4:26:05 pm
38
    
 
BURKHALTER DANIELLE
HR
S
$5,384
167
---
2/6/24
---
$32.24
30,636
-0.5
D
R
2/8/24 - 5:03:02 pm
39
    
 
BRITTENHAM MARISSA
O
S
$52,204
1,637
---
2/2/24
---
$31.89
30,469
-5.1
D
R
2/6/24 - 4:11:14 pm
40
    
 
DOHERTY DAVID T
CFO
S
$73,538
2,306
---
2/2/24
---
$31.89
75,229
-3.0
D
R
2/6/24 - 4:08:48 pm
41
    
 
DEVEYDT WAYNE S
CB,DIR
JS
---
30,900
---
12/28/23
---
---
100,970
-23.4
D
---
1/2/24 - 4:55:05 pm
42
    
 
KAPLAN ANDREW T
DIR,BO
JS*
$261,730,528
7,826,870
---
12/19/23
---
$33.44
50,421,380
-13.4
I
---
12/21/23 - 8:29:30 pm
43
    
 
KAPLAN ANDREW T
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:29:30 pm
44
    
 
O REILLY T DEVIN
DIR,BO
JS*
$261,730,528
7,826,870
---
12/19/23
---
$33.44
50,421,380
-13.4
I
---
12/21/23 - 8:21:12 pm
45
    
 
O REILLY T DEVIN
DIR,BO
JS
---
3,605
---
12/19/23
---
---
---
All
D
---
12/21/23 - 8:21:12 pm
46
    
 
O REILLY T DEVIN
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:21:12 pm
47
1y
1
100%
-38%
2
HENDRIX BLAIR E
DIR,BO
JS*
$261,730,528
7,826,870
---
12/19/23
---
$33.44
50,421,380
-13.4
I
---
12/21/23 - 8:17:25 pm
48
    
 
HENDRIX BLAIR E
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:17:25 pm
49
1y
1
100%
-38%
21
BAIN CAPITAL INVESTORS LLC
DIR,BO
JS*
$261,730,528
7,826,870
---
12/19/23
---
$33.44
50,421,380
-13.4
I
---
12/21/23 - 8:13:36 pm
50
    
 
BAIN CAPITAL INVESTORS LLC
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:13:36 pm
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