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The company

Surgery Partners, Inc.

SGRY · Nasdaq

Health CareProviders & FacilitiesAbove a falling average

SGRY stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 2.9% above that average now. Providers & Facilities: 43% of its 53 stocks in an uptrend (−4 points in four weeks); Health Care: 26% (−10 points in four weeks).

SEC filings

Statistics

Rotation: Above a falling average
Weeks in an uptrend: out for 52
Industry in uptrend: 43% -4 in 4 wk
Insider buys, 12 months: $609K
Insider sales, 12 months: $2.6M
Officials’ trades on record: 0
Institutions holding: 176 (+8)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

20 Apr – 19 Oct

Providers & Facilities: About half its stocks are in an uptrend and the share has been slipping. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2

Sale orders, 12 months12

Buyers · sellers1 · 6

Who	Did	Shares	Traded
Teresa DelucaDirector	bought	10,000at $14.35	18 Aug 2026filed 19 Aug 2026
Teresa DelucaDirector	bought	11,250at $14.33	18 Aug 2026filed 20 Aug 2026
Jason Eric EvansChief Executive Officer	sold	20,400at $12.47	16 Mar 2026filed 16 Mar 2026
David T. DohertyChief Financial Officer	sold	8,867at $12.50	16 Mar 2026filed 16 Mar 2026
Marissa BrittenhamChief Strategy Officer	sold	3,657at $12.54	13 Mar 2026filed 16 Mar 2026
Danielle BurkhalterChief Human Resources Officer	sold	3,469at $12.83	13 Mar 2026filed 16 Mar 2026
Jennifer BaldockChief Admin & Dev Officer	sold	5,798at $13.17	12 Mar 2026filed 16 Mar 2026
Marissa BrittenhamChief Strategy Officer	sold	8,785at $13.70	6 Mar 2026filed 9 Mar 2026
William Trenton WebbAmerican Group President	sold	272at $13.93	6 Mar 2026filed 9 Mar 2026
Danielle BurkhalterChief Human Resources Officer	sold	7,736at $13.60	6 Mar 2026filed 9 Mar 2026
Jennifer BaldockChief Admin & Dev Officer	sold	10,082at $13.70	6 Mar 2026filed 9 Mar 2026
David T. DohertyChief Financial Officer	sold	14,574at $13.84	6 Mar 2026filed 9 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders176+8 on the quarter

New · exited38 · 30

Reported value$2.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Bain Capital Investors LLCunchanged · filed 14 Aug 2026	49,946,972$839.1M	00.0%
Jupiter Topco LLCnew · filed 14 Aug 2026	13,882,155$233.2M	+13,882,155
Pentwater Capital Management LPreduced · filed 14 Aug 2026	11,630,000$195.4M	-1,025,000−8.1%
UBS Group AGreduced · filed 13 Aug 2026	8,573,413$144.0M	-1,618,368−15.9%
BlackRock, Inc.added · filed 7 Aug 2026	6,241,503$104.9M	+580,715+10.3%
KING STREET CAPITAL MANAGEMENT, L.P.reduced · filed 14 Aug 2026	6,058,141$101.8M	-4,171,589−40.8%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026	4,943,713$83.1M	-352,698−6.7%
Clearbridge Investments, LLCreduced · filed 13 Aug 2026	3,823,179$64.2M	-294,877−7.2%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	3,737,712$62.8M	+109,281+3.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	3,509,535$59.0M	+78,740+2.3%