Surgery Partners Inc. (SGRY) Insider Trading

Last 12 months

Insiders bought $161k and sold $1.28M on the open market.

None of the selling was scheduled in advance under a 10b5-1 plan.

Net open-market

−$1.12M

1 buy · 11 sales

Under a 10b5-1 plan

of the value sold

Insiders who bought / sold

1 / 6

executives and directors

Last open-market buy

Aug 2026

Aug 18, 2026

Get an email when SGRY's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Aug 18	Teresa Deluca Director	Bought	11,250	$14.33	$161k	20%	Form 4
Mar 16	David T Doherty Chief Financial Officer	SoldNo plan	8,867	$12.50	$111k	3.8%	Form 4
Mar 16	Jason Eric Evans Chief Executive Officer	SoldNo plan	20,400	$12.47	$254k	2.2%	Form 4
Mar 13	Danielle Burkhalter Chief Human Resources Officer	SoldNo plan	3,469	$12.83	$45k	4.3%	Form 4
Mar 13	Marissa Brittenham Chief Strategy Officer	SoldNo plan	3,657	$12.54	$46k	3.7%	Form 4
Mar 12	Jennifer Baldock Chief Admin & Dev Officer	SoldNo plan	5,798	$13.17	$76k	1.7%	Form 4
Mar 6	Jason Eric Evans Chief Executive Officer	SoldNo plan	11,462	$13.79	$158k	1.2%	Form 4
Mar 6	David T Doherty Chief Financial Officer	SoldNo plan	14,574	$13.84	$202k	5.9%	Form 4
Mar 6	Jennifer Baldock Chief Admin & Dev Officer	SoldNo plan	10,082	$13.70	$138k	2.9%	Form 4
Mar 6	Danielle Burkhalter Chief Human Resources Officer	SoldNo plan	7,736	$13.60	$105k	8.8%	Form 4
Mar 5 – 6	William Trenton Webb American Group President	SoldNo plan 2 parts	2,066	$13.87 average	$29k	1.9%	Form 4
Mar 6	Marissa Brittenham Chief Strategy Officer	SoldNo plan	8,785	$13.70	$120k	8.2%	Form 4
Sep 4, 2025	Harrison R. Bane National Group President	SoldNo plan 2 parts	9,339	$22.48 average	$210k	7.4%	Form 4
Aug 11, 2025	Patricia Anne Maryland Director	SoldNo plan	0	—	—	—	Form 4
Aug 11, 2025	Teresa Deluca Director	SoldNo plan	20,018	$22.74	$455k	31%	Form 4
Aug 8, 2025	David T Doherty Chief Financial Officer	SoldNo plan	47,491	$23.39	$1.11M	31%	Form 4
Mar 14, 2025	Jennifer Baldock Chief Admin & Dev Officer	SoldNo plan	612	$23.94	$15k	0.3%	Form 4
Mar 14, 2025	Danielle Burkhalter Chief Human Resources Officer	SoldNo plan	74	$23.78	$2k	0.2%	Form 4
Mar 14, 2025	William Trenton Webb American Group President	SoldNo plan	138	$23.70	$3k	0.2%	Form 4
Mar 10, 2025	Harrison R. Bane National Group President	SoldNo plan	4,045	$24.16	$98k	3.1%	Form 4
Mar 10, 2025	Jennifer Baldock Chief Admin & Dev Officer	SoldNo plan	3,008	$23.97	$72k	1.3%	Form 4
Mar 10, 2025	Danielle Burkhalter Chief Human Resources Officer	SoldNo plan	1,240	$24.14	$30k	2.7%	Form 4
Mar 10, 2025	William Trenton Webb American Group President	SoldNo plan	2,057	$24.06	$49k	2.7%	Form 4
Mar 10, 2025	David T Doherty Chief Financial Officer	SoldNo plan	6,733	$24.02	$162k	4.3%	Form 4
Mar 10, 2025	Marissa Brittenham Chief Strategy Officer	SoldNo plan	3,156	$24.09	$76k	4.7%	Form 4
Feb 7, 2025	Harrison R. Bane National Group President	SoldNo plan	56,315	$25.64	$1.44M	34%	Form 4
Feb 7, 2025	David T Doherty Chief Financial Officer	SoldNo plan	13,641	$25.61	$349k	11%	Form 4
Feb 7, 2025	Marissa Brittenham Chief Strategy Officer	SoldNo plan	14,700	$25.61	$376k	23%	Form 4
Feb 7, 2025	Jennifer Baldock Chief Admin & Dev Officer	SoldNo plan	5,681	$25.83	$147k	2.8%	Form 4
Feb 7, 2025	Jason Eric Evans Chief Executive Officer	SoldNo plan	26,520	$25.65	$680k	4.5%	Form 4
Feb 4, 2025	William Trenton Webb American Group President	SoldNo plan	257	$25.70	$7k	0.4%	Form 4
Feb 4, 2025	Danielle Burkhalter Chief Human Resources Officer	SoldNo plan	167	$25.68	$4k	0.6%	Form 4

Aug 18
Teresa Deluca
Director · bought 11,250 at $14.33
$161k
20% of stake
Mar 16No plan
David T Doherty
Chief Financial Officer · sold 8,867 at $12.50
$111k
3.8% of stake
Mar 16No plan
Jason Eric Evans
Chief Executive Officer · sold 20,400 at $12.47
$254k
2.2% of stake
Mar 13No plan
Danielle Burkhalter
Chief Human Resources Officer · sold 3,469 at $12.83
$45k
4.3% of stake
Mar 13No plan
Marissa Brittenham
Chief Strategy Officer · sold 3,657 at $12.54
$46k
3.7% of stake
Mar 12No plan
Jennifer Baldock
Chief Admin & Dev Officer · sold 5,798 at $13.17
$76k
1.7% of stake
Mar 6No plan
Jason Eric Evans
Chief Executive Officer · sold 11,462 at $13.79
$158k
1.2% of stake
Mar 6No plan
David T Doherty
Chief Financial Officer · sold 14,574 at $13.84
$202k
5.9% of stake
Mar 6No plan
Jennifer Baldock
Chief Admin & Dev Officer · sold 10,082 at $13.70
$138k
2.9% of stake
Mar 6No plan
Danielle Burkhalter
Chief Human Resources Officer · sold 7,736 at $13.60
$105k
8.8% of stake
Mar 5 – 6No plan
William Trenton Webb
American Group President · sold 2,066 at avg $13.87
$29k
1.9% of stake
Mar 6No plan
Marissa Brittenham
Chief Strategy Officer · sold 8,785 at $13.70
$120k
8.2% of stake
Sep 4, 2025No plan
Harrison R. Bane
National Group President · sold 9,339 at avg $22.48
$210k
7.4% of stake
Aug 11, 2025No plan
Patricia Anne Maryland
Director · sold 0
—
— of stake
Aug 11, 2025No plan
Teresa Deluca
Director · sold 20,018 at $22.74
$455k
31% of stake
Aug 8, 2025No plan
David T Doherty
Chief Financial Officer · sold 47,491 at $23.39
$1.11M
31% of stake
Mar 14, 2025No plan
Jennifer Baldock
Chief Admin & Dev Officer · sold 612 at $23.94
$15k
0.3% of stake
Mar 14, 2025No plan
Danielle Burkhalter
Chief Human Resources Officer · sold 74 at $23.78
$2k
0.2% of stake
Mar 14, 2025No plan
William Trenton Webb
American Group President · sold 138 at $23.70
$3k
0.2% of stake
Mar 10, 2025No plan
Harrison R. Bane
National Group President · sold 4,045 at $24.16
$98k
3.1% of stake
Mar 10, 2025No plan
Jennifer Baldock
Chief Admin & Dev Officer · sold 3,008 at $23.97
$72k
1.3% of stake
Mar 10, 2025No plan
Danielle Burkhalter
Chief Human Resources Officer · sold 1,240 at $24.14
$30k
2.7% of stake
Mar 10, 2025No plan
William Trenton Webb
American Group President · sold 2,057 at $24.06
$49k
2.7% of stake
Mar 10, 2025No plan
David T Doherty
Chief Financial Officer · sold 6,733 at $24.02
$162k
4.3% of stake
Mar 10, 2025No plan
Marissa Brittenham
Chief Strategy Officer · sold 3,156 at $24.09
$76k
4.7% of stake
Feb 7, 2025No plan
Harrison R. Bane
National Group President · sold 56,315 at $25.64
$1.44M
34% of stake
Feb 7, 2025No plan
David T Doherty
Chief Financial Officer · sold 13,641 at $25.61
$349k
11% of stake
Feb 7, 2025No plan
Marissa Brittenham
Chief Strategy Officer · sold 14,700 at $25.61
$376k
23% of stake
Feb 7, 2025No plan
Jennifer Baldock
Chief Admin & Dev Officer · sold 5,681 at $25.83
$147k
2.8% of stake
Feb 7, 2025No plan
Jason Eric Evans
Chief Executive Officer · sold 26,520 at $25.65
$680k
4.5% of stake
Feb 4, 2025No plan
William Trenton Webb
American Group President · sold 257 at $25.70
$7k
0.4% of stake
Feb 4, 2025No plan
Danielle Burkhalter
Chief Human Resources Officer · sold 167 at $25.68
$4k
0.6% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch SGRY, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Spot a number that looks wrong? Check it in SGRY's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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