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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: 4/11/25 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
$20.99 $33.97 $19.50 $2,679 128 1,344 0.0% 17.5% 113.17% 1.47%
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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
    
 
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
2
    
 
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
3
    
 
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
4
    
 
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
5
    
 
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
6
    
 
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
7
    
 
BURKHALTER DANIELLE
HR
S
$6,417
192
---
2/14/24
---
$33.42
30,444
-0.6
D
---
2/16/24 - 4:17:38 pm
8
    
 
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
9
    
 
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
10
1y
12
100%
-27%
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
11
    
 
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
12
1y
12
83%
-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
13
    
 
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
14
    
 
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
15
    
 
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
16
    
 
DEVEYDT WAYNE S
CB,DIR
JS
---
30,900
---
12/28/23
---
---
100,970
-23.4
D
---
1/2/24 - 4:55:05 pm
17
    
 
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
18
    
 
KAPLAN ANDREW T
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:29:30 pm
19
    
 
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
20
    
 
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
21
    
 
O REILLY T DEVIN
DIR,BO
JS
---
3,605
---
12/19/23
---
---
---
All
D
---
12/21/23 - 8:21:12 pm
22
1y
1
100%
-36%
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
23
    
 
HENDRIX BLAIR E
DIR,BO
JS
---
474,407
---
12/19/23
---
---
49,946,972
-0.9
I
---
12/21/23 - 8:17:25 pm
24
1y
1
100%
-36%
22
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
25
    
 
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
26
1y
3
100%
-39%
2
DEVEYDT WAYNE S
CB,DIR
OS
$5,622,267
168,130
---
12/19/23
---
$33.44
131,870
-56.0
D
---
12/21/23 - 5:17:55 pm
27
    
 
DEVEYDT WAYNE S
CB,DIR
OE
$1,290,000
100,000
---
12/19/23
---
$12.90
300,000
50.0
D
---
12/21/23 - 5:17:55 pm
28
1y
12
100%
-27%
1
EVANS JASON ERIC
CEO
S
$167,200
5,000
---
12/19/23
---
$33.44
419,898
-1.2
D
---
12/21/23 - 5:17:13 pm
29
    
 
BANE HARRISON R
PR
S
$137,995
3,835
---
9/5/23
---
$35.98
46,709
-7.6
D
R
9/5/23 - 4:05:31 pm
30
    
 
DOHERTY DAVID T
CFO
S
$79,355
2,202
8/29/23
8/30/23
$35.21
$36.12
77,535
-2.8
D
R
9/1/23 - 4:11:17 pm
31
1y
12
100%
-27%
1
EVANS JASON ERIC
CEO
AS
$85,329
1,892
---
6/29/23
---
$45.10
424,898
-0.4
D
10b
7/3/23 - 1:17:40 pm
32
    
 
TURNER BRENT
DIR
JB
$159,967
4,192
---
6/1/23
---
$38.16
61,893
7.3
D
---
4/5/24 - 4:50:55 pm
33
    
 
DELUCA TERESA
DIR
JB
$159,967
4,192
---
6/1/23
---
$38.16
52,160
8.7
D
---
4/5/24 - 4:50:43 pm
34
    
 
ADLERZ CLIFFORD G
DIR
JB
$159,967
4,192
---
6/1/23
---
$38.16
44,403
10.4
D
---
4/5/24 - 4:50:33 pm
35
    
 
DEANE JOHN A
DIR
JB
$159,967
4,192
---
6/1/23
---
$38.16
21,221
24.6
D
---
4/5/24 - 4:50:18 pm
36
    
 
MARYLAND PATRICIA ANNE
DIR
JB
$159,967
4,192
---
6/1/23
---
$38.16
11,552
57.0
D
---
4/5/24 - 4:50:06 pm
37
    
 
OWENS BRADLEY R
PR
S
$261,105
7,191
---
5/17/23
---
$36.31
74,189
-8.8
D
---
5/18/23 - 5:19:17 pm
38
    
 
DEVEYDT WAYNE S
CB,DIR
JS
---
18,999
---
5/12/23
---
---
200,000
-8.7
D
---
5/16/23 - 4:35:52 pm
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