Surgery Partners

SGRY13F as of Jun 30, 2026 · next update ~Nov 14

Limited coverage

Only 1 fund we track owns this stock, so quarterly sentiment and aggregates may be sparse.

Who's buying SGRY

Top funds mostly added to Surgery Partners in Q2 (Apr⁠–⁠Jun)

Buying:

Funds1InsidersCongress

Top funds
1 of 1 bought more, 0 sold some. Largest: Oaktree Capital Management, $14.5M (0% of its portfolio).
Insiders
1 insider bought, 11 sales in 12 months.
Congress
No trades disclosed in the last 12 months.

1 fund$14.5M held0.4% avg. weightQ2: 1 bought / 0 sold

13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).

Share price · market data, not from 13F reports

Q2 2026

Insider trades (Form 4)

Last 2 years · 33 filings

Net buying$7.33M

Date	Insider	Type	Shares	Price	Value
Aug 18, 2026	Teresa Deluca Director	Bought	11,250	$14.33	$161K
Aug 18, 2026	Teresa Deluca Director	Bought	10,000	$14.35	$144K
Mar 13, 2026	Danielle Burkhalter CHRO	Sold	3,469	$12.83	$45K
Mar 13, 2026	Marissa Brittenham CSO	Sold	3,657	$12.54	$46K
Mar 16, 2026	David T Doherty CFO	Sold	8,867	$12.50	$111K
Mar 16, 2026	Jason Eric Evans CEO	Sold	20,400	$12.47	$254K
Mar 12, 2026	Jennifer Baldock	Sold	5,798	$13.17	$76K
Mar 6, 2026	Jason Eric Evans CEO	Sold	11,462	$13.79	$158K
Mar 6, 2026	David T Doherty CFO	Sold	14,574	$13.84	$202K
Mar 6, 2026	Jennifer Baldock	Sold	10,082	$13.70	$138K
Mar 6, 2026	Danielle Burkhalter CHRO	Sold	7,736	$13.60	$105K
Mar 6, 2026	William Trenton Webb President	Sold	2,066	$13.87	$29K
Mar 6, 2026	Marissa Brittenham CSO	Sold	8,785	$13.70	$120K
Sep 4, 2025	Harrison R. Bane President	Sold	9,339	$22.48	$210K
Aug 11, 2025	Teresa Deluca Director	Sold	20,018	$22.74	$455K
Aug 11, 2025	Patricia Anne Maryland Director	Sold	20,018	$22.74	$455K
Aug 8, 2025	David T Doherty CFO	Sold	47,491	$23.39	$1.11M
Mar 14, 2025	Jennifer Baldock	Sold	612	$23.94	$15K
Mar 14, 2025	Danielle Burkhalter CHRO	Sold	74	$23.78	$2K
Mar 14, 2025	William Trenton Webb President	Sold	138	$23.70	$3K
Mar 10, 2025	Harrison R. Bane President	Sold	4,045	$24.16	$98K
Mar 10, 2025	Jennifer Baldock	Sold	3,008	$23.97	$72K
Mar 10, 2025	Danielle Burkhalter CHRO	Sold	1,240	$24.14	$30K
Mar 10, 2025	William Trenton Webb President	Sold	2,057	$24.06	$49K
Mar 10, 2025	David T Doherty CFO	Sold	6,733	$24.02	$162K
Mar 10, 2025	Marissa Brittenham CSO	Sold	3,156	$24.09	$76K
Feb 7, 2025	Harrison R. Bane President	Sold	56,315	$25.64	$1.44M
Feb 7, 2025	David T Doherty CFO	Sold	13,641	$25.61	$349K
Feb 7, 2025	Marissa Brittenham CSO	Sold	14,700	$25.61	$376K
Feb 7, 2025	Jennifer Baldock	Sold	5,681	$25.83	$147K
Feb 7, 2025	Jason Eric Evans CEO	Sold	26,520	$25.65	$680K
Feb 4, 2025	William Trenton Webb President	Sold	257	$25.70	$7K
Feb 4, 2025	Danielle Burkhalter CHRO	Sold	167	$25.68	$4K