Surgery Partners, Inc. (SGRY)
Brentwood, TN, US
Surgery Partners, Inc. operates a nationwide network of surgical facilities and associated medical services across the United States. Its business is categorized into two segments: Surgical Facility Services and Ancillary Services. These surgical venues include both ambulatory surgery centers and dedicated surgical hospitals, delivering non-urgent surgical procedures across various specialties such as gastroenterology, general surgery, ophthalmology, orthopedics, and pain management. The surgical hospitals additionally offer comprehensive ancillary services, including diagnostic imaging, pharmacy, laboratory, obstetrics, oncology, physical therapy, and wound care. The dedicated Ancillary Services segment further encompasses multi-specialty physician practices, urgent care facilities, and anesthesia services. By December 31, 2021, the company's portfolio consisted of 126 surgical facilities—specifically, 108 ambulatory surgical centers and 18 surgical hospitals—situated across 31 states. Founded in 2004, Surgery Partners, Inc. maintains its headquarters in Brentwood, Tennessee.
Based on only 1 article — low confidence
- Fast-paced Momentum Stock Surgery Partners (SGRY) Is Still Trading at a Bargain Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.38% | -5.16% | +8.21% | -9.81% | -11.92% | -9.58% | -39.94% | -60.49% | -71.51% | -2.51% | -26.47% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 8 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
16.00
+2.3%
|
| Last Quarter | 6 |
19.88
+27.1%
|
| Last Year | 9 |
19.81
+26.7%
|
| All Time | 14 |
27.30
+74.5%
|
-
Revenue growth Medical - Care Facilities: +10.2%+6.2% Q1'26: +4.5% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%+54.1% ★ Q1'26: +6.7% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+2.6% Q1'26: -0.5% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%+11.8% ★ Q1'26: +10.2% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%+4.5% Q1'26: +2.9% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%+0.9% Q1'26: +1.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×7.12× Q1'26: 8.33× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 7 EPS Ana. |
Dec 2027 8 Rev. Ana. 7 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
959.89M
est: 936.01M (+2.6%)
|
1.15B
est: 1.13B (+1.2%)
|
1.34B
est: 1.30B (+3.2%)
|
1.77B
est: 1.79B (-0.8%)
|
1.83B
est: 1.83B (+0.1%)
|
1.86B
est: 1.86B (0.0%)
|
2.23B
est: 2.24B (-0.6%)
|
2.54B
est: 2.52B (+0.7%)
|
2.74B
est: 2.89B (-5.0%)
|
3.11B
est: 3.08B (+1.2%)
|
3.31B
est: 3.29B (+0.6%)
|
3.41B
3.39B – 3.45B
+3.6% YoY
|
3.58B
3.50B – 3.73B
+5.2% YoY
|
3.84B
3.84B – 3.84B
+7.1% YoY
|
4.46B
4.41B – 4.57B
+16.3% YoY
|
| EBITDA |
59.39M
est: 156.19M (-62.0%)
|
245.23M
est: 188.84M (+29.9%)
|
251.88M
est: 216.86M (+16.1%)
|
144.68M
est: 298.02M (-51.5%)
|
310.00M
est: 305.22M (+1.6%)
|
277.80M
est: 310.44M (-10.5%)
|
401.00M
est: 252.80M (+58.6%)
|
460.00M
est: 259.08M (+77.6%)
|
446.10M
est: 494.54M (-9.8%)
|
501.40M
est: 526.86M (-4.8%)
|
565.50M
est: 563.24M (+0.4%)
|
583.41M
579.99M – 590.23M
+3.6% YoY
|
613.47M
599.91M – 638.89M
+5.2% YoY
|
657.12M
657.10M – 657.13M
+7.1% YoY
|
764.23M
755.16M – 782.31M
+16.3% YoY
|
| EBIT |
24.84M
est: 112.64M (-77.9%)
|
205.68M
est: 136.19M (+51.0%)
|
199.96M
est: 156.40M (+27.9%)
|
77.80M
est: 214.93M (-63.8%)
|
233.50M
est: 220.12M (+6.1%)
|
183.00M
est: 223.89M (-18.3%)
|
302.20M
est: 315.43M (-4.2%)
|
345.20M
est: 345.01M (+0.1%)
|
328.00M
est: 358.84M (-8.6%)
|
348.80M
est: 382.29M (-8.8%)
|
389.50M
est: 408.69M (-4.7%)
|
423.32M
420.85M – 428.27M
+3.6% YoY
|
445.14M
435.30M – 463.58M
+5.2% YoY
|
476.81M
476.80M – 476.82M
+7.1% YoY
|
554.53M
547.95M – 567.64M
+16.3% YoY
|
| Net Income |
1.43M
est: 30.34M (-95.3%)
|
9.45M
est: 81.91M (-88.5%)
|
-52.99M
est: 1.59M (-3,430.0%)
|
-205.71M
est: -62.03M (-231.6%)
|
-74.80M
est: -108.42M (+31.0%)
|
-116.10M
est: -163.26M (+28.9%)
|
-70.90M
est: -86.91M (+18.4%)
|
-54.60M
est: -54.40M (-0.4%)
|
-11.90M
est: -33.80M (+64.8%)
|
-168.10M
est: 107.04M (-257.0%)
|
-77.90M
est: 80.09M (-197.3%)
|
48.28M
6.74M – 89.83M
-39.7% YoY
|
70.52M
43.84M – 97.20M
+46.1% YoY
|
28.73M
-139.48M – 283.06M
-59.3% YoY
|
150.11M
147.79M – 154.72M
+422.5% YoY
|
| SGA |
55.99M
est: 42.64M (+31.3%)
|
60.25M
est: 51.56M (+16.8%)
|
75.95M
est: 59.21M (+28.3%)
|
93.56M
est: 81.37M (+15.0%)
|
88.60M
est: 83.33M (+6.3%)
|
97.10M
est: 84.76M (+14.6%)
|
104.00M
est: 113.81M (-8.6%)
|
102.20M
est: 166.31M (-38.5%)
|
120.90M
est: 192.74M (-37.3%)
|
138.70M
est: 205.33M (-32.5%)
|
522.70M
est: 219.52M (+138.1%)
|
227.37M
226.04M – 230.03M
+3.6% YoY
|
239.09M
233.81M – 249.00M
+5.2% YoY
|
256.10M
256.10M – 256.11M
+7.1% YoY
|
297.85M
294.31M – 304.89M
+16.3% YoY
|
| EPS |
0.04
est: 0.24 (-83.4%)
|
0.20
est: 0.65 (-69.2%)
|
-1.09
est: 0.01 (-8,739.8%)
|
-4.28
est: -0.49 (-770.2%)
|
0.95
est: -0.86 (+210.5%)
|
-3.19
est: -1.29 (-146.4%)
|
-1.12
est: -0.15 (-648.7%)
|
-0.59
est: 0.11 (-617.8%)
|
-0.09
est: -0.27 (+64.7%)
|
-1.33
est: 0.85 (-256.3%)
|
-0.61
est: 0.63 (-196.1%)
|
0.39
0.05 – 0.71
-38.8% YoY
|
0.60
0.34 – 0.76
+54.3% YoY
|
0.82
-1.10 – 2.23
+36.4% YoY
|
1.18
1.16 – 1.22
+44.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Anthony A. Tamer | 26.46M | 54.90% | — | 26.46M | — | — | IN | Delaware | 2016-02-02 | ↗ |
| 2 | H.I.G. Surgery Centers, LLC | 26.46M | 54.90% | — | 26.46M | — | — | OO | Delaware | 2016-02-02 | ↗ |
| 3 | H.I.G.-GPII, Inc. | 26.46M | 54.90% | — | 26.46M | — | — | CO | Delaware | 2016-02-02 | ↗ |
| 4 | Sami W. Mnaymneh | 26.46M | 54.90% | — | 26.46M | — | — | IN | Delaware | 2016-02-02 | ↗ |
| 5 | (1) BlackRock, Inc. | 7.65M | 6.00% | 7.28M | — | 7.65M | — | HC | Delaware | 2024-11-08 | ↗ |
| 6 | Abigail P. Johnson | 6.85M | 11.44% | — | — | 6.85M | — | IN | Delaware | 2021-04-12 | ↗ |
| 7 | FMR LLC | 6.85M | 11.44% | 603.0K | — | 6.85M | — | HC | Delaware | 2021-04-12 | ↗ |
| 8 | Wellington Group Holdings LLP | 6.79M | 5.81% | — | 6.08M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 9 | Wellington Investment Advisors Holdings LLP | 6.79M | 5.81% | — | 6.08M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 10 | Wellington Management Group LLP | 6.79M | 5.81% | — | 6.08M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 11 | Wellington Management Company LLP | 6.41M | 5.48% | — | 6.05M | — | — | IA | Delaware | 2023-02-06 | ↗ |
| 12 | The Vanguard Group - 23-1945930 | 5.87M | 5.02% | — | 84.2K | 5.72M | 146.3K | IA | — | 2023-02-09 | ↗ |
| 13 | Durable Capital Partners LP | 5.86M | 5.00% | 5.86M | — | 5.86M | — | IA, PN | Delaware | 2022-12-05 | ↗ |
| 14 | 85-0421408 | 4.91M | 10.04% | — | 4.88M | 4.91M | — | HC | Nerlands | 2019-02-08 | ↗ |
| 15 | Clearbridge Investments, LLC01-0846058 | 3.60M | 7.21% | 3.60M | — | 3.60M | — | IA | Delaware | 2020-02-14 | ↗ |
| 16 | Talomon Capital Limited | 2.45M | 4.91% | 2.45M | — | — | — | IV | UNITED KINGDOM | 2020-01-16 | ↗ |
| 17 | Michael T. Doyle | 1.04M | 2.10% | 1.04M | — | 1.04M | — | IN | United States | 2019-03-13 | ↗ |
| 18 | Vaughan Nelson Investment Management, Inc. 04-3304959 | 911.3K | 1.90% | 663.0K | — | 872.0K | 39.3K | HC | Delaware | 2017-02-14 | ↗ |
| 19 | Vaughan Nelson Investment Management, L.P. 04-3304963 | 911.3K | 1.90% | 663.0K | — | 872.0K | 39.3K | IA | Delaware | 2017-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BAIN CAPITAL INVESTORS LLC | 49.95M +— (+0.0%) | 771.68M -309.2M (-28.6%) | 39.35% +0.015 pp | 16.69% -15.558 pp | USD34.95 -55.8% | 34 qtrs — |
| 2 | JANUS HENDERSON GROUP PLC | 13.54M +501.4K (+3.8%) | 209.16M -72.9M (-25.9%) | 10.67% +0.399 pp | 0.09% -0.035 pp | USD23.78 -35.0% | 13 qtrs — |
| 3 | KING STREET CAPITAL MANAGEMENT, L.P. | 10.23M +889.8K (+9.5%) | 158.05M -44.1M (-21.8%) | 8.06% +0.704 pp | 21.82% +13.174 pp | USD23.07 -33.0% | 6 qtrs — |
| 4 | PENTWATER CAPITAL MANAGEMENT LP | 10.00M -1.7M (-14.4%) | 154.50M -98.3M (-38.9%) | 7.88% -1.321 pp | 0.81% -0.602 pp | USD22.26 -30.6% | 5 qtrs — |
| 5 | UBS GROUP AG | 7.80M +4.1M (+111.4%) | 120.57M +40.7M (+51.0%) | 6.15% +3.242 pp | 0.02% +0.007 pp | USD18.71 -17.4% | 41 qtrs — |
| 6 | VANGUARD GROUP INC | 7.57M -48.6K (-0.6%) | 116.89M -47.9M (-29.1%) | 5.96% -0.036 pp | 0.00% -0.001 pp | USD32.90 -53.0% | 41 qtrs — |
| 7 | FMR LLC | 6.58M -3.9M (-37.3%) | 101.58M -125.3M (-55.2%) | 5.18% -3.079 pp | 0.01% -0.007 pp | USD37.61 -58.9% | 37 qtrs — |
| 8 | BLACKROCK, INC. | 5.69M +32.6K (+0.6%) | 87.93M -34.5M (-28.2%) | 4.48% +0.027 pp | 0.00% -0.001 pp | USD32.00 -51.7% | 6 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 4.91M +46.4K (+1.0%) | 75.81M -29.4M (-27.9%) | 3.87% +0.038 pp | 0.02% -0.007 pp | USD24.75 -37.6% | 35 qtrs — |
| 10 | CLEARBRIDGE INVESTMENTS, LLC | 4.23M -14.2K (-0.3%) | 65.33M -26.5M (-28.8%) | 3.33% -0.010 pp | 0.05% -0.017 pp | USD22.31 -30.7% | 41 qtrs — |
| 11 | GLENVIEW CAPITAL MANAGEMENT, LLC | 3.86M +1.3M (+51.5%) | 59.61M +4.5M (+8.2%) | 3.04% +1.034 pp | 1.21% -0.014 pp | USD19.77 -21.9% | 3 qtrs — |
| 12 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2.37M +2.4M (+100.0%) | 36.64M +36.6M (+100.0%) | 1.87% +1.868 pp | 0.58% +0.582 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 13 | GOLDMAN SACHS GROUP INC | 1.96M +1.6M (+528.2%) | 30.28M +23.5M (+348.5%) | 1.54% +1.298 pp | 0.00% +0.003 pp | USD17.63 -12.4% | 33 qtrs — |
| 14 | HSBC HOLDINGS PLC | 1.93M +985.7K (+104.2%) | 30.15M +9.6M (+46.5%) | 1.52% +0.777 pp | 0.02% +0.004 pp | USD18.50 -16.5% | 10 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.94M +11.4K (+0.6%) | 30.03M -11.8M (-28.2%) | 1.53% +0.010 pp | 0.00% -0.001 pp | USD32.13 -51.9% | 41 qtrs — |
| 16 | STATE STREET CORP | 1.87M +18.4K (+1.0%) | 28.94M -11.2M (-27.9%) | 1.48% +0.015 pp | 0.00% 0.000 pp | USD30.07 -48.6% | 41 qtrs — |
| 17 | NOMURA HOLDINGS INC | 1.72M +1.5M (+665.9%) | 26.58M +21.7M (+446.8%) | 1.36% +1.178 pp | 0.04% +0.028 pp | USD16.53 -6.5% | 6 qtrs — |
| 18 | MORGAN STANLEY | 1.14M +143.6K (+14.4%) | 17.63M -4.0M (-18.3%) | 0.90% +0.113 pp | 0.00% 0.000 pp | USD25.75 -40.0% | 41 qtrs — |
| 19 | UBS ASSET MANAGEMENT AMERICAS INC | 1.10M +55.5K (+5.3%) | 17.00M -5.6M (-24.8%) | 0.87% +0.044 pp | 0.00% -0.001 pp | USD27.50 -43.8% | 23 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 990.6K +60.0K (+6.4%) | 15.31M -4.8M (-24.0%) | 0.78% +0.048 pp | 0.00% -0.001 pp | USD28.35 -45.5% | 41 qtrs — |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 767.7K -26.8K (-3.4%) | 11.86M -5.3M (-31.0%) | 0.60% -0.021 pp | 0.01% -0.003 pp | USD35.74 -56.8% | 26 qtrs — |
| 22 | RAYMOND JAMES FINANCIAL INC | 701.1K -132.5K (-15.9%) | 10.83M -7.2M (-40.0%) | 0.55% -0.104 pp | 0.00% -0.002 pp | USD21.69 -28.8% | 5 qtrs — |
| 23 | SEA CLIFF PARTNERS MANAGEMENT, LP | 673.4K +673.4K (+100.0%) | 10.40M +10.4M (+100.0%) | 0.53% +0.531 pp | 4.38% +4.385 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 24 | NORTHERN TRUST CORP | 650.4K -64.4K (-9.0%) | 10.05M -5.4M (-35.0%) | 0.51% -0.051 pp | 0.00% -0.001 pp | USD29.12 -46.9% | 41 qtrs — |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 636.7K +588.0 (+0.1%) | 9.84M -3.9M (-28.5%) | 0.50% +0.001 pp | 0.01% -0.003 pp | USD23.36 -33.9% | 27 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 626.5K -317.3K (-33.6%) | 9.68M -10.7M (-52.6%) | 0.49% -0.250 pp | 0.00% -0.001 pp | USD22.94 -32.7% | 41 qtrs — |
| 27 | HUDSON BAY CAPITAL MANAGEMENT LP | 605.5K +265.8K (+78.3%) | 9.35M +2.0M (+27.3%) | 0.48% +0.210 pp | 0.03% +0.006 pp | USD19.25 -19.7% | 6 qtrs — |
| 28 | WHITEFORT CAPITAL MANAGEMENT, LP | 600.0K +229.0K (+61.7%) | 9.27M +1.2M (+15.5%) | 0.47% +0.181 pp | 2.37% -0.003 pp | USD19.64 -21.3% | 3 qtrs — |
| 29 | CITADEL ADVISORS LLC | 589.8K +555.3K (+1,606.7%) | 9.11M +8.4M (+1,118.5%) | 0.46% +0.438 pp | 0.00% +0.001 pp | USD15.93 -3.0% | 31 qtrs — |
| 30 | SG AMERICAS SECURITIES, LLC | 567.0K +549.9K (+3,229.1%) | 8.76M +8.4M (+2,274.0%) | 0.45% +0.433 pp | 0.01% +0.010 pp | USD15.67 -1.4% | 20 qtrs — |
| 31 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 474.3K -24.8K (-5.0%) | 7.33M -3.5M (-32.2%) | 0.37% -0.019 pp | 0.00% -0.002 pp | USD21.64 -28.6% | 2 qtrs — |
| 32 | QUINN OPPORTUNITY PARTNERS LLC | 413.9K +11.0K (+2.7%) | 6.39M -2.3M (-26.7%) | 0.33% +0.009 pp | 0.27% -0.348 pp | USD22.90 -32.5% | 4 qtrs — |
| 33 | DIMENSION CAPITAL MANAGEMENT LLC | 390.1K +64.2K (+19.7%) | 6.03M -1.0M (-14.5%) | 0.31% +0.051 pp | 0.84% -0.171 pp | USD18.64 -17.1% | 27 qtrs — |
| 34 | WALLEYE CAPITAL LLC | 372.0K -91.4K (-19.7%) | 5.75M -4.3M (-42.7%) | 0.29% -0.072 pp | 0.02% -0.020 pp | USD24.79 -37.7% | 10 qtrs — |
| 35 | TIG ADVISORS, LLC | 364.4K +364.4K (+100.0%) | 5.63M +5.6M (+100.0%) | 0.29% +0.287 pp | 0.26% +0.261 pp | USD15.45 +0.0% | 4 qtrs — |
| 36 | LMR PARTNERS LLP | 360.3K +360.3K (+100.0%) | 5.57M +5.6M (+100.0%) | 0.28% +0.284 pp | 0.01% +0.011 pp | USD15.45 +0.0% | 5 qtrs — |
| 37 | MAN GROUP PLC | 328.8K +328.8K (+100.0%) | 5.08M +5.1M (+100.0%) | 0.26% +0.259 pp | 0.01% +0.009 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 38 | PIER CAPITAL, LLC | 324.8K -3.9K (-1.2%) | 5.02M -2.1M (-29.4%) | 0.26% -0.003 pp | 0.80% -0.311 pp | USD21.99 -29.7% | 17 qtrs — |
| 39 | ROCK SPRINGS CAPITAL MANAGEMENT LP | 310.0K +310.0K (+100.0%) | 4.79M +4.8M (+100.0%) | 0.24% +0.244 pp | 0.25% +0.246 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 40 | BANK OF NEW YORK MELLON CORP | 308.6K -2.4K (-0.8%) | 4.77M -2.0M (-29.2%) | 0.24% -0.002 pp | 0.00% -0.001 pp | USD29.45 -47.5% | 41 qtrs — |
| 41 | CENTIVA CAPITAL, LP | 288.4K +288.4K (+100.0%) | 4.46M +4.5M (+100.0%) | 0.23% +0.227 pp | 0.04% +0.036 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 42 | JANE STREET GROUP, LLC | 287.4K -220.5K (-43.4%) | 4.44M -6.5M (-59.6%) | 0.23% -0.174 pp | 0.00% -0.001 pp | USD23.35 -33.8% | 13 qtrs — |
| 43 | VERITION FUND MANAGEMENT LLC | 281.2K +112.7K (+66.8%) | 4.34M +697.2K (+19.1%) | 0.22% +0.089 pp | 0.02% +0.002 pp | USD20.42 -24.3% | 4 qtrs — |
| 44 | BARCLAYS PLC | 247.0K +117.8K (+91.2%) | 3.82M -347.6K (-8.3%) | 0.19% +0.093 pp | 0.00% 0.000 pp | USD19.85 -22.2% | 41 qtrs — |
| 45 | AYAL CAPITAL ADVISORS LTD | 225.0K +100.0K (+80.0%) | 3.48M +771.3K (+28.5%) | 0.18% +0.079 pp | 1.21% +0.147 pp | USD19.22 -19.6% | 3 qtrs — |
| 46 | NORGES BANK | 223.7K +223.7K (+100.0%) | 3.46M +3.5M (+100.0%) | 0.18% +0.176 pp | 0.00% +0.000 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 47 | KENNEDY CAPITAL MANAGEMENT LLC | 215.7K +449.0 (+0.2%) | 3.33M -1.3M (-28.5%) | 0.17% +0.000 pp | 0.07% -0.032 pp | USD27.44 -43.7% | 36 qtrs — |
| 48 | WALLEYE TRADING LLC | 212.8K +212.8K (+100.0%) | 3.29M +3.3M (+100.0%) | 0.17% +0.168 pp | 0.00% +0.005 pp | USD15.45 +0.0% | 3 qtrs — |
| 49 | MILLENNIUM MANAGEMENT LLC | 200.9K +200.9K (+100.0%) | 3.10M +3.1M (+100.0%) | 0.16% +0.158 pp | 0.00% +0.001 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 50 | CASTLEKNIGHT MANAGEMENT LP | 200.7K +115.6K (+135.8%) | 3.10M +1.3M (+68.4%) | 0.16% +0.091 pp | 0.07% +0.032 pp | USD18.32 -15.7% | 3 qtrs — |
| 51 | SIVIK GLOBAL HEALTHCARE LLC | 200.0K -20.0K (-9.1%) | 3.09M -1.7M (-35.1%) | 0.16% -0.016 pp | 0.90% -0.489 pp | USD27.71 -44.2% | 16 qtrs — |
| 52 | CLEARLINE CAPITAL LP | 199.9K +199.9K (+100.0%) | 3.09M +3.1M (+100.0%) | 0.16% +0.158 pp | 0.15% +0.152 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 53 | INVESCO LTD. | 183.4K -1.6M (-89.6%) | 2.83M -35.2M (-92.6%) | 0.14% -1.241 pp | 0.00% -0.006 pp | USD32.88 -53.0% | 40 qtrs — |
| 54 | GABELLI FUNDS LLC | 181.9K -55.1K (-23.2%) | 2.81M -2.3M (-45.2%) | 0.14% -0.043 pp | 0.02% -0.016 pp | USD22.93 -32.6% | 4 qtrs — |
| 55 | JAIN GLOBAL LLC | 174.1K +174.1K (+100.0%) | 2.69M +2.7M (+100.0%) | 0.14% +0.137 pp | 0.01% +0.013 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 56 | TWIN SECURITIES, INC. | 170.3K +27.4K (+19.2%) | 2.63M -461.3K (-14.9%) | 0.13% +0.022 pp | 1.01% -0.531 pp | USD21.96 -29.6% | 4 qtrs — |
| 57 | NUVEEN, LLC | 165.7K -4.1K (-2.4%) | 2.56M -1.1M (-30.3%) | 0.13% -0.003 pp | 0.00% 0.000 pp | USD23.75 -34.9% | 4 qtrs — |
| 58 | EMPOWERED FUNDS, LLC | 161.4K +150.2K (+1,340.9%) | 2.49M +2.3M (+928.7%) | 0.13% +0.118 pp | 0.02% +0.017 pp | USD15.87 -2.6% | 5 qtrs — |
| 59 | DEUTSCHE BANK AG\ | 159.9K +97.1K (+154.8%) | 2.47M +1.1M (+81.9%) | 0.13% +0.077 pp | 0.00% +0.000 pp | USD21.22 -27.2% | 41 qtrs — |
| 60 | WEISS ASSET MANAGEMENT LP | 158.6K -7.9K (-4.8%) | 2.45M -1.2M (-32.0%) | 0.12% -0.006 pp | 0.03% -0.008 pp | USD22.87 -32.4% | 4 qtrs — |
| 61 | SWISS NATIONAL BANK | 151.8K +2.7K (+1.8%) | 2.35M -881.2K (-27.3%) | 0.12% +0.002 pp | 0.00% -0.001 pp | USD27.69 -44.2% | 39 qtrs — |
| 62 | STATE OF WISCONSIN INVESTMENT BOARD | 151.5K +668.0 (+0.4%) | 2.34M -923.4K (-28.3%) | 0.12% +0.001 pp | 0.01% -0.002 pp | USD41.12 -62.4% | 22 qtrs — |
| 63 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 150.2K +150.2K (+100.0%) | 2.32M +2.3M (+100.0%) | 0.12% +0.118 pp | 0.05% +0.049 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 64 | JPMORGAN CHASE & CO | 145.4K -178.5K (-55.1%) | 2.25M -4.8M (-67.9%) | 0.11% -0.141 pp | 0.00% 0.000 pp | USD26.34 -41.3% | 37 qtrs — |
| 65 | EDGESTREAM PARTNERS, L.P. | 134.6K +134.6K (+100.0%) | 2.08M +2.1M (+100.0%) | 0.11% +0.106 pp | 0.06% +0.059 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 66 | ATOM INVESTORS LP | 134.1K +134.1K (+100.0%) | 2.07M +2.1M (+100.0%) | 0.11% +0.106 pp | 0.16% +0.165 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 67 | PRINCIPAL FINANCIAL GROUP INC | 121.5K +37.9K (+45.4%) | 1.88M +68.9K (+3.8%) | 0.10% +0.030 pp | 0.00% +0.000 pp | USD23.80 -35.1% | 11 qtrs — |
| 68 | WESBANCO BANK INC | 120.0K +— (+0.0%) | 1.85M -742.8K (-28.6%) | 0.09% +0.000 pp | 0.05% -0.021 pp | USD23.79 -35.1% | 18 qtrs — |
| 69 | BNP PARIBAS ARBITRAGE, SNC | 116.4K +100.3K (+622.5%) | 1.80M +1.4M (+415.9%) | 0.09% +0.079 pp | 0.00% +0.001 pp | USD16.33 -5.4% | 41 qtrs — |
| 70 | TD WATERHOUSE CANADA INC. | 115.3K +60.1K (+108.7%) | 1.78M +609.2K (+52.0%) | 0.09% +0.047 pp | 0.01% +0.003 pp | USD18.69 -17.3% | 3 qtrs — |
| 71 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 112.6K +112.6K (+100.0%) | 1.74M +1.7M (+100.0%) | 0.09% +0.089 pp | 0.02% +0.022 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 104.2K -306.4K (-74.6%) | 1.61M -7.3M (-81.9%) | 0.08% -0.241 pp | 0.00% -0.001 pp | USD22.36 -30.9% | 12 qtrs — |
| 73 | RHUMBLINE ADVISERS | 100.2K -18.1K (-15.3%) | 1.55M -1.0M (-39.5%) | 0.08% -0.014 pp | 0.00% -0.001 pp | USD27.97 -44.8% | 40 qtrs — |
| 74 | WELLS FARGO & COMPANY/MN | 91.5K +27.9K (+44.0%) | 1.41M +38.3K (+2.8%) | 0.07% +0.022 pp | 0.00% +0.000 pp | USD26.55 -41.8% | 41 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 87.8K +5.3K (+6.4%) | 1.36M -428.8K (-24.0%) | 0.07% +0.004 pp | 0.00% 0.000 pp | USD33.78 -54.3% | 39 qtrs — |
| 76 | PRICE T ROWE ASSOCIATES INC /MD/ | 86.6K +8.1K (+10.4%) | 1.34M -360.0K (-21.2%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD35.41 -56.4% | 21 qtrs — |
| 77 | IRENIC CAPITAL MANAGEMENT LP | 84.6K -1.0M (-92.5%) | 1.31M -23.2M (-94.7%) | 0.07% -0.825 pp | 0.09% -2.479 pp | USD21.77 -29.0% | 3 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 82.1K +8.9K (+12.2%) | 1.27M -314.7K (-19.9%) | 0.06% +0.007 pp | 0.00% 0.000 pp | USD26.22 -41.1% | 41 qtrs — |
| 79 | WOLVERINE ASSET MANAGEMENT LLC | 76.5K +10.0K (+15.0%) | 1.18M -257.3K (-17.9%) | 0.06% +0.008 pp | 0.01% -0.001 pp | USD22.56 -31.5% | 34 qtrs — |
| 80 | LEGAL & GENERAL GROUP PLC | 74.8K -6.5K (-7.9%) | 1.16M -602.7K (-34.3%) | 0.06% -0.005 pp | 0.00% 0.000 pp | USD33.85 -54.4% | 40 qtrs — |
| 81 | AMERICAN CENTURY COMPANIES INC | 69.1K -88.2K (-56.1%) | 1.07M -2.3M (-68.6%) | 0.05% -0.070 pp | 0.00% -0.001 pp | USD21.64 -28.6% | 2 qtrs — |
| 82 | TRANQUILITY PARTNERS, LLC | 68.1K +— (+0.0%) | 1.05M -421.3K (-28.6%) | 0.05% +0.000 pp | 0.38% -0.119 pp | USD32.19 -52.0% | 22 qtrs — |
| 83 | PRELUDE CAPITAL MANAGEMENT, LLC | 62.7K +1.5K (+2.5%) | 969.4K -355.1K (-26.8%) | 0.05% +0.001 pp | 0.07% -0.032 pp | USD22.06 -30.0% | 3 qtrs — |
| 84 | SIRIOS CAPITAL MANAGEMENT L P | 51.2K -323.8K (-86.3%) | 790.8K -7.3M (-90.3%) | 0.04% -0.255 pp | 0.10% -0.958 pp | USD21.64 -28.6% | 2 qtrs — |
| 85 | MOORE CAPITAL MANAGEMENT, LP | 50.0K +— (+0.0%) | 772.5K -309.5K (-28.6%) | 0.04% +0.000 pp | 0.01% -0.004 pp | USD26.90 -42.6% | 9 qtrs — |
| 86 | HOLOCENE ADVISORS, LP | 46.9K +16.2K (+52.5%) | 724.7K +59.2K (+8.9%) | 0.04% +0.013 pp | 0.00% +0.000 pp | USD26.05 -40.7% | 11 qtrs — |
| 87 | METLIFE INVESTMENT MANAGEMENT, LLC | 46.4K +— (+0.0%) | 716.3K -287.0K (-28.6%) | 0.04% +0.000 pp | 0.00% -0.001 pp | USD24.57 -37.1% | 32 qtrs — |
| 88 | SHAY CAPITAL LLC | 46.0K +46.0K (+100.0%) | 710.7K +710.7K (+100.0%) | 0.04% +0.036 pp | 0.07% +0.073 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 89 | CLEAR HARBOR ASSET MANAGEMENT, LLC | 39.5K +9.1K (+30.2%) | 609.5K -46.4K (-7.1%) | 0.03% +0.007 pp | 0.04% +0.005 pp | USD20.21 -23.6% | 2 qtrs — |
| 90 | CRAWFORD FUND MANAGEMENT, LLC | 37.0K +37.0K (+100.0%) | 571.7K +571.7K (+100.0%) | 0.03% +0.029 pp | 0.08% +0.075 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 35.9K -32.0 (-0.1%) | 554.7K -222.9K (-28.7%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD23.92 -35.4% | 7 qtrs — |
| 92 | MARSHALL WACE, LLP | 30.8K -7.4K (-19.4%) | 476.1K -351.5K (-42.5%) | 0.02% -0.006 pp | 0.00% 0.000 pp | USD21.64 -28.6% | 4 qtrs — |
| 93 | INSPIRE INVESTING, LLC | 30.1K +9.4K (+45.4%) | 464.6K +16.9K (+3.8%) | 0.02% +0.007 pp | 0.04% -0.002 pp | USD21.22 -27.2% | 14 qtrs — |
| 94 | CERITY PARTNERS LLC | 30.0K +30.0K (+100.0%) | 463.6K +463.6K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.001 pp | USD15.45 +0.0% | 1 qtrs NEW |
| 95 | INTECH INVESTMENT MANAGEMENT LLC | 29.4K +— (+0.0%) | 454.0K -181.9K (-28.6%) | 0.02% +0.000 pp | 0.00% -0.002 pp | USD27.46 -43.7% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Health Care Services ETF XHS | 1.86% | 3.78M | 0.35% |
| 2 | Research Affiliates Deletions ETF NIXT | 0.53% | 182.9K | 0.09% |
| 3 | Applied Finance IVS US SMID ETF IVSS | 0.30% | 37.8K | 0.59% |
| 4 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.22% | 25.6K | 0.29% |
| 5 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 652.9K | 0.53% |
| 6 | iShares U.S. Healthcare Providers ETF IHF | 0.19% | 2.24M | 0.38% |
| 7 | Fidelity Sustainable High Yield ETF FSYD | 0.12% | 166.5K | 0.55% |
| 8 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.11% | 676.9K | 0.29% |
| 9 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.11% | 1.48M | 0.38% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.11% | 8.37M | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 20,400 | 12.47 | 254.4K | 920,386 | D | ↗ |
| 2026-03-16 | Doherty David T | Officer | S-Sale | D | Common Stock | 8,867 | 12.50 | 110.8K | 221,679 | D | ↗ |
| 2026-03-13 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 3,469 | 12.83 | 44.5K | 76,864 | D | ↗ |
| 2026-03-13 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 3,657 | 12.54 | 45.9K | 94,196 | D | ↗ |
| 2026-03-12 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 5,798 | 13.17 | 76.4K | 326,474 | D | ↗ |
| 2026-03-06 | Webb William Trenton | Officer | S-Sale | D | Common Stock | 272 | 13.93 | 3.8K | 74,249 | D | ↗ |
| 2026-03-06 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 11,462 | 13.79 | 158.1K | 662,680 | D | ↗ |
| 2026-03-06 | Doherty David T | Officer | S-Sale | D | Common Stock | 14,574 | 13.84 | 201.7K | 88,803 | D | ↗ |
| 2026-03-06 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 7,736 | 13.60 | 105.2K | 37,103 | D | ↗ |
| 2026-03-06 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 8,785 | 13.70 | 120.4K | 54,623 | D | ↗ |
| 2026-03-06 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 10,082 | 13.70 | 138.1K | 332,272 | D | ↗ |
| 2026-03-05 | Webb William Trenton | Officer | S-Sale | D | Common Stock | 1,794 | 13.86 | 24.9K | 72,455 | D | ↗ |
| 2026-03-05 | Oppenheimer Justin Robert | Officer | A-Award | A | Common Stock | 42,523 | 14.11 | 600.0K | 120,259 | D | ↗ |
| 2026-03-05 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 141,743 | 14.11 | 2.00M | 804,423 | D | ↗ |
| 2026-03-05 | Doherty David T | Officer | A-Award | A | Common Stock | 56,697 | 14.11 | 800.0K | 145,500 | D | ↗ |
| 2026-03-05 | Burkhalter Danielle | Officer | A-Award | A | Common Stock | 17,717 | 14.11 | 250.0K | 54,820 | D | ↗ |
| 2026-03-05 | Brittenham Marissa | Officer | A-Award | A | Common Stock | 9,150 | 14.11 | 129.1K | 97,853 | D | ↗ |
| 2026-03-05 | Baldock Jennifer | Officer | A-Award | A | Common Stock | 40,909 | 14.11 | 577.2K | 319,479 | D | ↗ |
| 2026-02-26 | Dean Lloyd H | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-01-13 | Oppenheimer Justin Robert | Officer | A-Award | A | Common Stock | 77,736 | 16.08 | 1.25M | 77,736 | D | ↗ |
| 2026-01-01 | Oppenheimer Justin Robert | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-09-04 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 5,726 | 22.48 | 128.7K | 120,794 | D | ↗ |
| 2025-08-11 | Maryland Patricia Anne | Director | S-Sale | D | Common Stock | 0 | 0.00 | — | 24,583 | D | ↗ |
| 2025-08-11 | DeLuca Teresa | Director | S-Sale | D | Common Stock | 20,018 | 22.74 | 455.2K | 45,173 | D | ↗ |
| 2025-08-08 | Doherty David T | Officer | S-Sale | D | Common Stock | 47,491 | 23.39 | 1.11M | 103,377 | D | ↗ |
| 2025-06-10 | TURNER BRENT | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 74,924 | D | ↗ |
| 2025-06-10 | Maryland Patricia Anne | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 24,583 | D | ↗ |
| 2025-06-10 | HENDRIX BLAIR E | Director / 10% Owner | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 49,953,833 | D | ↗ |
| 2025-06-10 | Forese Laura L | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 6,861 | D | ↗ |
| 2025-06-10 | Deane John A | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 34,252 | D | ↗ |
| 2025-06-10 | DeLuca Teresa | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 65,191 | D | ↗ |
| 2025-06-10 | ADLERZ CLIFFORD G | Director | A-Award | A | Common Stock | 6,861 | 23.32 | 160.0K | 57,434 | D | ↗ |
| 2025-03-21 | DeVeydt Wayne S | Director / Officer | A-Award | A | Common Stock | 4,233 | 24.21 | 102.5K | 105,203 | D | ↗ |
| 2025-03-14 | Webb William Trenton | Officer | S-Sale | D | Common Stock | 138 | 23.70 | 3.3K | 74,521 | D | ↗ |
| 2025-03-14 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 74 | 23.78 | 1.8K | 44,839 | D | ↗ |
| 2025-03-14 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 612 | 23.94 | 14.7K | 236,047 | D | ↗ |
| 2025-03-10 | Webb William Trenton | Officer | S-Sale | D | Common Stock | 2,057 | 24.06 | 49.5K | 74,659 | D | ↗ |
| 2025-03-10 | Doherty David T | Officer | S-Sale | D | Common Stock | 6,733 | 24.02 | 161.7K | 150,868 | D | ↗ |
| 2025-03-10 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 1,240 | 24.14 | 29.9K | 44,913 | D | ↗ |
| 2025-03-10 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 3,156 | 24.09 | 76.0K | 63,408 | D | ↗ |
| 2025-03-10 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 4,045 | 24.16 | 97.7K | 126,520 | D | ↗ |
| 2025-03-10 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 3,008 | 23.97 | 72.1K | 236,659 | D | ↗ |
| 2025-03-04 | Webb William Trenton | Officer | A-Award | A | Common Stock | 12,605 | 23.80 | 300.0K | 72,935 | D | ↗ |
| 2025-03-04 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 29,411 | 23.80 | 700.0K | 674,142 | D | ↗ |
| 2025-03-04 | Doherty David T | Officer | A-Award | A | Common Stock | 33,613 | 23.80 | 800.0K | 142,475 | D | ↗ |
| 2025-03-04 | Burkhalter Danielle | Officer | A-Award | A | Common Stock | 5,882 | 23.80 | 140.0K | 46,153 | D | ↗ |
| 2025-03-04 | Brittenham Marissa | Officer | A-Award | A | Common Stock | 10,084 | 23.80 | 240.0K | 60,262 | D | ↗ |
| 2025-03-04 | Bane Harrison R. | Officer | A-Award | A | Common Stock | 17,226 | 23.80 | 410.0K | 124,263 | D | ↗ |
| 2025-03-04 | Baldock Jennifer | Officer | A-Award | A | Common Stock | 14,285 | 23.80 | 340.0K | 239,667 | D | ↗ |
| 2025-02-07 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 26,520 | 25.65 | 680.2K | 560,698 | D | ↗ |
| 2025-02-07 | Doherty David T | Officer | S-Sale | D | Common Stock | 13,641 | 25.61 | 349.3K | 108,862 | D | ↗ |
| 2025-02-07 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 14,700 | 25.61 | 376.5K | 50,178 | D | ↗ |
| 2025-02-07 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 56,315 | 25.64 | 1.44M | 107,037 | D | ↗ |
| 2025-02-07 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 5,681 | 25.83 | 146.7K | 200,172 | D | ↗ |
| 2025-02-04 | Webb William Trenton | Officer | S-Sale | D | Common Stock | 257 | 25.70 | 6.6K | 60,330 | D | ↗ |
| 2025-02-04 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 167 | 25.68 | 4.3K | 30,187 | D | ↗ |
| 2025-01-31 | Webb William Trenton | Officer | A-Award | A | Common Stock | 3,207 | 0.00 | — | 60,587 | D | ↗ |
| 2025-01-31 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 111,048 | 0.00 | — | 587,218 | D | ↗ |
| 2025-01-31 | Doherty David T | Officer | A-Award | A | Common Stock | 26,784 | 0.00 | — | 122,503 | D | ↗ |
| 2025-01-31 | Brittenham Marissa | Officer | A-Award | A | Common Stock | 25,110 | 0.00 | — | 64,878 | D | ↗ |
| 2025-01-31 | Bane Harrison R. | Officer | A-Award | A | Common Stock | 115,116 | 0.00 | — | 163,352 | D | ↗ |
| 2025-01-31 | Baldock Jennifer | Officer | A-Award | A | Common Stock | 22,209 | 0.00 | — | 205,853 | D | ↗ |
| 2025-01-10 | Forese Laura L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-12 | Evans Jason Eric | Officer | M-Exempt | D | Stock Option (Right to Buy) | 16,500 | 11.54 | 190.4K | 483,500 | D | ↗ |
| 2024-09-04 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 6,325 | 31.11 | 196.7K | 48,236 | — | ↗ |
| 2024-09-01 | Webb William Trenton | Officer | A-Award | A | Common Stock | 1,877 | 31.95 | 60.0K | 57,380 | — | ↗ |
| 2024-09-01 | Bane Harrison R. | Officer | A-Award | A | Common Stock | 1,251 | 31.95 | 40.0K | 54,561 | — | ↗ |
| 2024-06-12 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 6,000 | 26.39 | 158.3K | 30,354 | — | ↗ |
| 2024-06-06 | TURNER BRENT | Director | A-Award | A | Common Stock | 6,170 | 25.93 | 160.0K | 68,063 | — | ↗ |
| 2024-06-06 | Maryland Patricia Anne | Director | A-Award | A | Common Stock | 6,170 | 25.93 | 160.0K | 17,722 | — | ↗ |
| 2024-06-06 | Deane John A | Director | A-Award | A | Common Stock | 6,170 | 25.93 | 160.0K | 27,391 | — | ↗ |
| 2024-06-06 | DeLuca Teresa | Director | A-Award | A | Common Stock | 6,170 | 25.93 | 160.0K | 58,330 | — | ↗ |
| 2024-06-06 | ADLERZ CLIFFORD G | Director | A-Award | A | Common Stock | 6,170 | 25.93 | 160.0K | 50,573 | — | ↗ |
| 2024-05-31 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 6,000 | 27.65 | 165.9K | 72,338 | — | ↗ |
| 2024-03-14 | Doherty David T | Officer | S-Sale | D | Common Stock | 721 | 28.59 | 20.6K | 95,719 | — | ↗ |
| 2024-03-13 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 4,840 | 29.71 | 143.8K | 459,670 | — | ↗ |
| 2024-03-12 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 787 | 29.87 | 23.5K | 102,321 | — | ↗ |
| 2024-03-12 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 968 | 29.82 | 28.9K | 80,153 | — | ↗ |
| 2024-03-12 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 111 | 29.74 | 3.3K | 36,354 | — | ↗ |
| 2024-03-12 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 922 | 29.74 | 27.4K | 183,644 | — | ↗ |
| 2024-03-11 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 651 | 29.54 | 19.2K | 103,108 | — | ↗ |
| 2024-03-11 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 632 | 29.49 | 18.6K | 81,121 | — | ↗ |
| 2024-03-11 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 1,984 | 29.44 | 58.4K | 464,510 | — | ↗ |
| 2024-03-11 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 127 | 29.59 | 3.8K | 36,465 | — | ↗ |
| 2024-03-11 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 675 | 29.70 | 20.0K | 184,566 | — | ↗ |
| 2024-03-05 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 1,347 | 30.70 | 41.4K | 103,759 | — | ↗ |
| 2024-03-04 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 1,658 | 30.43 | 50.5K | 81,753 | — | ↗ |
| 2024-03-04 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 9,070 | 30.61 | 277.6K | 466,494 | — | ↗ |
| 2024-03-04 | Doherty David T | Officer | S-Sale | D | Common Stock | 3,426 | 30.37 | 104.0K | 96,440 | — | ↗ |
| 2024-03-04 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 586 | 30.41 | 17.8K | 36,592 | — | ↗ |
| 2024-03-04 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 1,284 | 30.17 | 38.7K | 39,768 | — | ↗ |
| 2024-03-04 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 3,304 | 30.53 | 100.9K | 53,310 | — | ↗ |
| 2024-03-04 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 2,318 | 30.73 | 71.2K | 185,241 | — | ↗ |
| 2024-02-28 | TAPARO ANTHONY | Officer | A-Award | A | Common Stock | 8,338 | 31.18 | 260.0K | 103,022 | — | ↗ |
| 2024-02-28 | Owens Bradley R. | Officer | A-Award | A | Common Stock | 10,262 | 31.18 | 320.0K | 83,411 | — | ↗ |
| 2024-02-28 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 56,446 | 31.18 | 1.76M | 475,564 | — | ↗ |
| 2024-02-28 | Doherty David T | Officer | A-Award | A | Common Stock | 25,657 | 31.18 | 800.0K | 99,866 | — | ↗ |
| 2024-02-28 | Burkhalter Danielle | Officer | A-Award | A | Common Stock | 320 | 31.18 | 10.0K | 30,764 | — | ↗ |
| 2024-02-28 | Brittenham Marissa | Officer | A-Award | A | Common Stock | 7,697 | 31.18 | 240.0K | 41,052 | — | ↗ |
| 2024-02-28 | Bane Harrison R. | Officer | A-Award | A | Common Stock | 1,443 | 31.18 | 45.0K | 58,414 | — | ↗ |
| 2024-02-28 | Baldock Jennifer | Officer | A-Award | A | Common Stock | 19,243 | 31.18 | 600.0K | 187,559 | — | ↗ |
| 2024-02-14 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 192 | 33.42 | 6.4K | 30,444 | — | ↗ |
| 2024-02-13 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 1,100 | 33.40 | 36.7K | 91,315 | — | ↗ |
| 2024-02-12 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 1,040 | 35.22 | 36.6K | 73,149 | — | ↗ |
| 2024-02-12 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 5,780 | 35.08 | 202.8K | 419,118 | — | ↗ |
| 2024-02-12 | Doherty David T | Officer | S-Sale | D | Common Stock | 1,020 | 34.93 | 35.6K | 74,209 | — | ↗ |
| 2024-02-12 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 1,115 | 34.83 | 38.8K | 87,333 | — | ↗ |
| 2024-02-06 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 167 | 32.24 | 5.4K | 30,636 | — | ↗ |
| 2024-02-02 | Doherty David T | Officer | S-Sale | D | Common Stock | 2,306 | 31.89 | 73.5K | 75,229 | — | ↗ |
| 2024-02-02 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 1,637 | 31.89 | 52.2K | 30,469 | — | ↗ |
| 2023-12-28 | DeVeydt Wayne S | Director / Officer | G-Gift | D | Common Stock | 30,900 | 0.00 | — | 100,970 | — | ↗ |
| 2023-12-19 | O'Reilly T. Devin | Director / 10% Owner | S-Sale | D | Common Stock | 7,826,870 | 33.44 | 261.73M | 50,421,379 | — | ↗ |
| 2023-12-19 | Kaplan Andrew T. | Director / 10% Owner | J-Other | D | Common Stock | 474,407 | 0.00 | — | 49,946,972 | — | ↗ |
| 2023-12-19 | HENDRIX BLAIR E | Director / 10% Owner | J-Other | D | Common Stock | 474,407 | 0.00 | — | 49,946,972 | — | ↗ |
| 2023-12-19 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 5,000 | 33.44 | 167.2K | 419,898 | — | ↗ |
| 2023-12-19 | DeVeydt Wayne S | Director / Officer | M-Exempt | D | Option to Purchase Common Stock | 100,000 | 12.90 | 1.29M | 1,090,000 | — | ↗ |
| 2023-12-19 | BAIN CAPITAL INVESTORS LLC | Director / 10% Owner | J-Other | D | Common Stock | 474,407 | 0.00 | — | 49,946,972 | — | ↗ |
| 2023-09-05 | Bane Harrison R. | Officer | S-Sale | D | Common Stock | 3,835 | 35.98 | 138.0K | 46,709 | — | ↗ |
| 2023-08-30 | Doherty David T | Officer | S-Sale | D | Common Stock | 2,000 | 36.12 | 72.2K | 77,535 | — | ↗ |
| 2023-08-29 | Doherty David T | Officer | S-Sale | D | Common Stock | 202 | 35.21 | 7.1K | 79,535 | — | ↗ |
| 2023-06-29 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 1,892 | 45.10 | 85.3K | 424,898 | — | ↗ |
| 2023-06-01 | TURNER BRENT | Director | A-Award | A | Common Stock | 4,192 | 38.16 | 160.0K | 61,893 | — | ↗ |
| 2023-06-01 | Maryland Patricia Anne | Director | A-Award | A | Common Stock | 4,192 | 38.16 | 160.0K | 11,552 | — | ↗ |
| 2023-06-01 | Deane John A | Director | A-Award | A | Common Stock | 4,192 | 38.16 | 160.0K | 21,221 | — | ↗ |
| 2023-06-01 | DeLuca Teresa | Director | A-Award | A | Common Stock | 4,192 | 38.16 | 160.0K | 52,160 | — | ↗ |
| 2023-06-01 | ADLERZ CLIFFORD G | Director | A-Award | A | Common Stock | 4,192 | 38.16 | 160.0K | 44,403 | — | ↗ |
| 2023-05-17 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 7,191 | 36.31 | 261.1K | 74,189 | — | ↗ |
| 2023-05-12 | DeVeydt Wayne S | Director / Officer | G-Gift | D | Common Stock | 18,999 | 0.00 | — | 200,000 | — | ↗ |
| 2023-03-31 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 7,674 | 34.26 | 262.9K | 426,790 | — | ↗ |
| 2023-03-24 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 20,408 | 0.00 | — | 434,464 | — | ↗ |
| 2023-03-24 | DeVeydt Wayne S | Director / Officer | A-Award | A | Common Stock | 20,408 | 0.00 | — | 218,999 | — | ↗ |
| 2023-03-15 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 32 | 30.10 | 963.20 | 95,784 | — | ↗ |
| 2023-03-15 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 20 | 30.05 | 601.00 | 81,380 | — | ↗ |
| 2023-03-15 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 99 | 30.10 | 3.0K | 414,056 | — | ↗ |
| 2023-03-15 | Doherty David T | Officer | S-Sale | D | Common Stock | 21 | 30.11 | 632.31 | 79,737 | — | ↗ |
| 2023-03-15 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 4 | 30.25 | 121.00 | 30,803 | — | ↗ |
| 2023-03-15 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 33 | 30.14 | 994.62 | 169,431 | — | ↗ |
| 2023-03-14 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 4,067 | 31.11 | 126.5K | 95,816 | — | ↗ |
| 2023-03-14 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 2,559 | 31.12 | 79.6K | 81,400 | — | ↗ |
| 2023-03-14 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 12,399 | 31.10 | 385.6K | 414,155 | — | ↗ |
| 2023-03-14 | Doherty David T | Officer | S-Sale | D | Common Stock | 2,669 | 31.11 | 83.0K | 79,758 | — | ↗ |
| 2023-03-14 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 430 | 31.09 | 13.4K | 30,807 | — | ↗ |
| 2023-03-14 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 4,464 | 31.12 | 138.9K | 169,464 | — | ↗ |
| 2023-03-13 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 1,509 | 30.09 | 45.4K | 99,883 | — | ↗ |
| 2023-03-13 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 1,669 | 30.10 | 50.2K | 83,959 | — | ↗ |
| 2023-03-13 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 10,300 | 30.11 | 310.1K | 426,554 | — | ↗ |
| 2023-03-13 | Doherty David T | Officer | S-Sale | D | Common Stock | 682 | 29.86 | 20.4K | 82,427 | — | ↗ |
| 2023-03-13 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 136 | 30.04 | 4.1K | 31,237 | — | ↗ |
| 2023-03-13 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 2,076 | 30.09 | 62.5K | 173,928 | — | ↗ |
| 2023-03-03 | Doherty David T | Officer | S-Sale | D | Common Stock | 20,000 | 33.98 | 679.6K | 83,109 | — | ↗ |
| 2023-03-02 | TAPARO ANTHONY | Officer | A-Award | A | Common Stock | 9,890 | 32.86 | 325.0K | 101,392 | — | ↗ |
| 2023-03-02 | Owens Bradley R. | Officer | A-Award | A | Common Stock | 12,172 | 32.86 | 400.0K | 85,628 | — | ↗ |
| 2023-03-02 | Evans Jason Eric | Officer | A-Award | A | Common Stock | 66,950 | 32.86 | 2.20M | 436,854 | — | ↗ |
| 2023-03-02 | Doherty David T | Officer | A-Award | A | Common Stock | 30,432 | 32.86 | 1,000.0K | 103,109 | — | ↗ |
| 2023-03-02 | Burkhalter Danielle | Officer | A-Award | A | Common Stock | 15,216 | 32.86 | 500.0K | 27,569 | — | ↗ |
| 2023-03-02 | Brittenham Marissa | Officer | A-Award | A | Common Stock | 15,216 | 32.86 | 500.0K | 32,106 | — | ↗ |
| 2023-03-02 | Bane Harrison R. | Officer | A-Award | A | Common Stock | 12,172 | 32.86 | 400.0K | 50,544 | — | ↗ |
| 2023-03-02 | Baldock Jennifer | Officer | A-Award | A | Common Stock | 18,259 | 32.86 | 600.0K | 153,180 | — | ↗ |
| 2023-02-27 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 6,582 | 33.52 | 220.6K | 91,502 | — | ↗ |
| 2023-02-27 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 3,621 | 33.51 | 121.3K | 73,456 | — | ↗ |
| 2023-02-27 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 20,042 | 33.53 | 672.0K | 369,904 | — | ↗ |
| 2023-02-27 | Doherty David T | Officer | S-Sale | D | Common Stock | 4,315 | 33.53 | 144.7K | 51,375 | — | ↗ |
| 2023-02-27 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 5,924 | 33.54 | 198.7K | 134,921 | — | ↗ |
| 2023-02-13 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 1,085 | 33.91 | 36.8K | 98,084 | — | ↗ |
| 2023-02-13 | Owens Bradley R. | Officer | S-Sale | D | Common Stock | 703 | 34.00 | 23.9K | 77,077 | — | ↗ |
| 2023-02-13 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 5,884 | 33.90 | 199.5K | 389,946 | — | ↗ |
| 2023-02-13 | Doherty David T | Officer | S-Sale | D | Common Stock | 942 | 33.92 | 32.0K | 55,690 | — | ↗ |
| 2023-02-13 | Burkhalter Danielle | Officer | S-Sale | D | Common Stock | 123 | 33.88 | 4.2K | 13,110 | — | ↗ |
| 2023-02-13 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 1,005 | 33.90 | 34.1K | 140,845 | — | ↗ |
| 2023-02-02 | Doherty David T | Officer | S-Sale | D | Common Stock | 1,947 | 35.90 | 69.9K | 56,632 | — | ↗ |
| 2023-02-02 | Brittenham Marissa | Officer | S-Sale | D | Common Stock | 1,320 | 35.90 | 47.4K | 9,282 | — | ↗ |
| 2023-01-31 | Burkhalter Danielle | Officer | A-Award | A | Common Stock | 740 | 54.03 | 40.0K | 13,233 | — | ↗ |
| 2023-01-19 | Burkhalter Danielle | Officer | — | D | Common Stock | 0 | 0.00 | — | 12,493 | — | ↗ |
| 2022-11-23 | O'Reilly T. Devin | Director | A-Award | A | Common Stock | 9,183,673 | 24.50 | 225.00M | 58,248,249 | — | ↗ |
| 2022-11-23 | HENDRIX BLAIR E | Director | A-Award | A | Common Stock | 9,183,673 | 24.50 | 225.00M | 58,248,249 | — | ↗ |
| 2022-11-23 | BAIN CAPITAL INVESTORS LLC | Director | A-Award | A | Common Stock | 9,183,673 | 24.50 | 225.00M | 58,248,249 | — | ↗ |
| 2022-11-21 | TURNER BRENT | Director | P-Purchase | A | Common Stock | 10,000 | 24.50 | 245.0K | 57,701 | — | ↗ |
| 2022-11-21 | DeLuca Teresa | Director | P-Purchase | A | Common Stock | 20,000 | 24.50 | 490.0K | 47,968 | — | ↗ |
| 2022-11-09 | Brocklehurst Laura L. | Officer | S-Sale | D | Common Stock | 4,338 | 22.96 | 99.6K | 41,424 | — | ↗ |
| 2022-09-30 | Bane Harrison R. | Officer | — | D | Common Stock | 0 | 0.00 | — | 38,372 | — | ↗ |
| 2022-08-30 | Doherty David T | Officer | S-Sale | D | Common Stock | 171 | 29.65 | 5.1K | 58,579 | — | ↗ |
| 2022-08-30 | Brocklehurst Laura L. | Officer | S-Sale | D | Common Stock | 162 | 29.65 | 4.8K | 45,762 | — | ↗ |
| 2022-06-29 | Brocklehurst Laura L. | Officer | S-Sale | D | Common Stock | 196 | 29.75 | 5.8K | 45,924 | — | ↗ |
| 2022-06-06 | Goodwin George | Officer | S-Sale | D | Common Stock | 12,586 | 40.00 | 503.4K | 31,806 | — | ↗ |
| 2022-05-23 | Goodwin George | Officer | S-Sale | D | Common Stock | 13,598 | 40.03 | 544.3K | 44,392 | — | ↗ |
| 2022-05-20 | TURNER BRENT | Director | A-Award | A | Common Stock | 4,030 | 39.70 | 160.0K | 47,701 | — | ↗ |
| 2022-05-20 | Maryland Patricia Anne | Director | A-Award | A | Common Stock | 4,030 | 39.70 | 160.0K | 7,360 | — | ↗ |
| 2022-05-20 | Deane John A | Director | A-Award | A | Common Stock | 4,030 | 39.70 | 160.0K | 17,029 | — | ↗ |
| 2022-05-20 | DeLuca Teresa | Director | A-Award | A | Common Stock | 4,030 | 39.70 | 160.0K | 27,968 | — | ↗ |
| 2022-05-20 | ADLERZ CLIFFORD G | Director | A-Award | A | Common Stock | 4,030 | 39.70 | 160.0K | 40,211 | — | ↗ |
| 2022-05-03 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 2,042 | 55.74 | 113.8K | 395,830 | — | ↗ |
| 2022-05-03 | DeVeydt Wayne S | Director / Officer | S-Sale | D | Common Stock | 52,603 | 55.68 | 2.93M | 205,988 | — | ↗ |
| 2022-04-21 | Goodwin George | Officer | S-Sale | D | Common Stock | 25,525 | 62.58 | 1.60M | 57,990 | — | ↗ |
| 2022-04-01 | Evans Jason Eric | Officer | S-Sale | D | Common Stock | 11,467 | 54.96 | 630.2K | 397,872 | — | ↗ |
| 2022-03-24 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 5,000 | 53.50 | 267.5K | 99,169 | — | ↗ |
| 2022-03-24 | DeLuca Teresa | Director | S-Sale | D | Common Stock | 1,535 | 53.50 | 82.1K | 23,938 | — | ↗ |
| 2022-03-17 | Goodwin George | Officer | S-Sale | D | Common Stock | 10,931 | 53.68 | 586.8K | 83,515 | — | ↗ |
| 2022-03-16 | TAPARO ANTHONY | Officer | S-Sale | D | Common Stock | 1,698 | 50.88 | 86.4K | 104,169 | — | ↗ |
| 2022-03-16 | Goodwin George | Officer | S-Sale | D | Common Stock | 12,500 | 52.07 | 650.9K | 94,446 | — | ↗ |
| 2022-03-16 | Baldock Jennifer | Officer | S-Sale | D | Common Stock | 2,182 | 50.90 | 111.1K | 141,850 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | J. Eric Evans Chief Executive Officer | 1.05M | — | 5.00M | — | — | 33.9K | 6.08M | 82.18% | ↗ |
| 2 | 2025 | David T. Doherty Executive Vice President and Chief Financial Officer | 666.2K | — | 2.00M | — | — | 10.5K | 2.68M | 74.72% | ↗ |
| 3 | 2025 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 614.5K | — | 1.50M | — | — | 69.1K | 2.18M | 68.69% | ↗ |
| 4 | 2025 | Harrison R. Bane Former President, National Group | 466.3K | — | 1.03M | — | — | 9.0K | 1.50M | 68.32% | ↗ |
| 5 | 2025 | W. Trent Webb President, American Group | 510.6K | — | 750.0K | — | — | 9.8K | 1.27M | 59.04% | ↗ |
| 6 | 2025 | Marissa A. Brittenham Executive Vice President and Chief Strategy Officer | 512.1K | — | 600.0K | — | — | 11.0K | 1.12M | 53.42% | ↗ |
| 7 | 2024 | J. Eric Evans Chief Executive Officer | 1.05M | — | 5.10M | — | 300.0K | 11.4K | 6.46M | 78.93% | ↗ |
| 8 | 2024 | David T. Doherty Executive Vice President and Chief Financial Officer | 636.5K | — | 2.36M | — | 225.0K | 10.4K | 3.23M | 73.02% | ↗ |
| 9 | 2024 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 596.2K | — | 1.84M | — | 200.0K | 48.9K | 2.69M | 68.53% | ↗ |
| 10 | 2024 | Bradley R. Owens Former President, National Group | 371.2K | — | 800.0K | — | 269.5K | 945.4K | 2.39M | 33.53% | ↗ |
| 11 | 2024 | Anthony W. Taparo Former Chief Growth Officer | 450.0K | — | 715.0K | — | 252.0K | 907.1K | 2.32M | 30.76% | ↗ |
| 12 | 2024 | Harrison R. Bane Former President, National Group | 545.0K | — | 1.10M | — | 125.0K | 11.4K | 1.78M | 61.64% | ↗ |
| 13 | 2024 | Harrison R. Bane President, National Group | 545.0K | — | 1.10M | — | 125.0K | 11.4K | 1.78M | 61.64% | ↗ |
| 14 | 2024 | Marissa A. Brittenham Executive Vice President and Chief Strategy Officer | 495.2K | — | 840.0K | — | 110.0K | 10.9K | 1.46M | 57.69% | ↗ |
| 15 | 2023 | J. Eric Evans Chief Executive Officer | 1.05M | — | 4.40M | — | 1.00M | 7.6K | 6.46M | 68.14% | ↗ |
| 16 | 2023 | David T. Doherty Executive Vice President and Chief Financial Officer | 567.5K | 200.0K | 2.40M | — | 345.0K | 6.6K | 3.52M | 68.20% | ↗ |
| 17 | 2023 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 571.3K | — | 1.95M | — | 519.1K | 48.3K | 3.09M | 63.13% | ↗ |
| 18 | 2023 | Marissa A. Brittenham Executive Vice President and Chief Strategy Officer | 470.2K | — | 1.00M | — | 200.0K | 7.1K | 1.68M | 59.62% | ↗ |
| 19 | 2023 | Bradley R. Owens Former President, National Group | 500.0K | — | 800.0K | — | 300.0K | 7.6K | 1.61M | 49.76% | ↗ |
| 20 | 2023 | Bradley R. Owens President, National Group | 500.0K | — | 800.0K | — | 300.0K | 7.6K | 1.61M | 49.76% | ↗ |
| 21 | 2023 | Harrison R. Bane Former President, National Group | 500.0K | 100.0K | 800.0K | — | 186.9K | 4.0K | 1.59M | 50.29% | ↗ |
| 22 | 2023 | Harrison R. Bane President, National Group | 500.0K | 100.0K | 800.0K | — | 186.9K | 4.0K | 1.59M | 50.29% | ↗ |
| 23 | 2022 | J. Eric Evans Chief Executive Officer | 1.05M | — | 4.65M | — | 390.5K | 7.3K | 6.09M | 76.24% | ↗ |
| 24 | 2022 | Harrison R. Bane President, National Group | 157.7K | 200.0K | 2.00M | — | 70.8K | 269.00 | 2.43M | 82.35% | ↗ |
| 25 | 2022 | Harrison R. Bane President, American Group | 157.7K | 200.0K | 2.00M | — | 70.8K | 269.00 | 2.43M | 82.35% | ↗ |
| 26 | 2022 | David T. Doherty Executive Vice President and Chief Financial Officer | 499.4K | 250.0K | 1.00M | — | 274.2K | 6.9K | 2.03M | 49.25% | ↗ |
| 27 | 2022 | Bradley R. Owens Former President, National Group | 476.9K | — | 1.30M | — | 200.0K | 7.1K | 1.98M | 65.52% | ↗ |
| 28 | 2022 | Bradley R. Owens President, National Group | 476.9K | — | 1.30M | — | 200.0K | 7.1K | 1.98M | 65.52% | ↗ |
| 29 | 2022 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 508.5K | — | 800.0K | — | 525.9K | 15.7K | 1.82M | 44.07% | ↗ |
| 30 | 2022 | Thomas F. Cowhey Former Executive Vice President and Chief Financial Officer | 90.9K | — | — | — | — | 2.3K | 93.2K | 0.00% | ↗ |
| 31 | 2021 | J. Eric Evans Chief Executive Officer | 1.05M | — | 2.50M | — | 750.0K | 7.1K | 4.31M | 58.04% | ↗ |
| 32 | 2021 | Thomas F. Cowhey Former Executive Vice President and Chief Financial Officer | 519.2K | — | 1.04M | — | 393.8K | 7.7K | 1.96M | 52.98% | ↗ |
| 33 | 2021 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 420.0K | — | 600.0K | — | 452.0K | 50.1K | 1.52M | 39.42% | ↗ |
| 34 | 2021 | Bradley R. Owens President, National Group | 391.9K | — | 600.0K | — | 390.0K | 6.8K | 1.39M | 43.21% | ↗ |
| 35 | 2021 | Anthony W. Taparo Chief Growth Officer | 410.0K | — | 410.0K | — | 326.4K | 148.6K | 1.30M | 31.66% | ↗ |
| 36 | 2020 | J. Eric Evans Chief Executive Officer | 916.0K | — | 2.25M | — | 375.0K | 900.00 | 3.54M | 63.53% | ↗ |
| 37 | 2020 | Thomas F. Cowhey Former Executive Vice President and Chief Financial Officer | 481.6K | — | 937.5K | — | 187.5K | 3.3K | 1.61M | 58.23% | ↗ |
| 38 | 2020 | Thomas F. Cowhey Executive Vice President and Chief Financial Officer | 481.6K | — | 937.5K | — | 187.5K | 3.3K | 1.61M | 58.23% | ↗ |
| 39 | 2020 | George M. Goodwin President, ASC Group | 427.3K | — | 572.0K | — | 132.0K | 98.3K | 1.23M | 46.52% | ↗ |
| 40 | 2020 | Anthony W. Taparo Chief Growth Officer | 404.2K | — | 533.0K | — | 123.0K | 90.3K | 1.15M | 46.33% | ↗ |
| 41 | 2020 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 411.1K | — | 576.0K | — | 126.0K | 33.6K | 1.15M | 50.23% | ↗ |
| 42 | 2020 | Wayne S. DeVeydt Executive Chairman | 304.4K | — | 125.0K | — | 125.0K | 5.1K | 559.5K | 22.34% | ↗ |
| 43 | 2019 | J. Eric Evans Chief Executive Officer | 435.2K | 300.0K | 1.38M | 2.53M | — | 675.00 | 4.64M | 84.16% | ↗ |
| 44 | 2019 | J. Eric Evans Executive Vice President and Chief Operating Officer | 435.2K | 300.0K | 1.38M | 2.53M | — | 675.00 | 4.64M | 84.16% | ↗ |
| 45 | 2019 | Wayne S. DeVeydt Executive Chairman | 1.33M | — | 1.99M | 301.4K | — | 3.8K | 3.63M | 63.20% | ↗ |
| 46 | 2019 | Wayne S. DeVeydt Chief Executive Officer | 1.33M | — | 1.99M | 301.4K | — | 3.8K | 3.63M | 63.20% | ↗ |
| 47 | 2019 | Thomas F. Cowhey Executive Vice President and Chief Financial Officer | 469.0K | — | 500.0K | 1.63M | 286.9K | 900.00 | 2.89M | 73.81% | ↗ |
| 48 | 2019 | Thomas F. Cowhey Former Executive Vice President and Chief Financial Officer | 469.0K | — | 500.0K | 1.63M | 286.9K | 900.00 | 2.89M | 73.81% | ↗ |
| 49 | 2019 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 440.5K | — | 450.0K | 766.4K | 170.0K | 42.5K | 1.87M | 65.07% | ↗ |
| 50 | 2019 | George M. Goodwin President, ASC Group | 442.6K | — | 350.0K | 594.0K | 170.0K | 131.2K | 1.69M | 55.93% | ↗ |
| 51 | 2018 | Wayne S. DeVeydt Chief Executive Officer | 1.24M | — | 3.31M | 6.42M | 437.5K | 900.00 | 11.41M | 85.29% | ↗ |
| 52 | 2018 | Wayne S. DeVeydt Executive Chairman | 1.24M | — | 3.31M | 6.42M | 437.5K | 900.00 | 11.41M | 85.29% | ↗ |
| 53 | 2018 | Thomas F. Cowhey Executive Vice President and Chief Financial Officer | 339.2K | — | 1.57M | — | 200.0K | 103.1K | 2.21M | 71.00% | ↗ |
| 54 | 2018 | R. David Kretschmer Former Executive Vice President, Interim Chief Financial Officer and Chief Strategy and Transformation Officer | 399.8K | — | 1.41M | — | 114.2K | 67.5K | 1.99M | 70.81% | ↗ |
| 55 | 2018 | Angela Justice, Ph.D. Chief Human Resources Officer | 284.0K | — | 677.2K | — | 110.0K | 103.3K | 1.17M | 57.66% | ↗ |
| 56 | 2018 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 400.0K | — | 564.2K | — | 160.0K | 12.8K | 1.13M | 50.00% | ↗ |
| 57 | 2018 | Jennifer B. Baldock Executive Vice President and Chief Legal Officer | 400.0K | — | 564.2K | — | 160.0K | 12.8K | 1.13M | 50.00% | ↗ |
| 58 | 2018 | Teresa F. Sparks Former Executive Vice President and Chief Financial Officer | 80.4K | — | — | — | — | 1.04M | 1.12M | 0.00% | ↗ |
| 59 | 2018 | Dennis R. Dean Former Senior Vice President, Corporate Controller | 306.0K | — | 300.0K | — | — | 384.7K | 963.2K | 31.15% | ↗ |
| 60 | 2018 | Bryan S. Fisher Former Executive Vice President and Chief Operating Officer, National Group | 340.1K | — | 450.0K | — | — | 140.5K | 930.6K | 48.36% | ↗ |
| 61 | 2018 | George M. Goodwin President, American Group | 389.6K | — | 350.0K | — | 160.0K | 12.9K | 874.9K | 40.00% | ↗ |
| 62 | 2018 | George M. Goodwin President, ASC Group | 389.6K | — | 350.0K | — | 160.0K | 12.9K | 874.9K | 40.00% | ↗ |
| 63 | 2018 | Clifford G. Adlerz Former Interim Chief Executive Officer | 37.4K | — | 140.0K | 171.5K | — | 400.0K | 748.9K | 41.59% | ↗ |
| 64 | 2017 | Michael T. Doyle Former Chief Executive Officer | 457.5K | — | 1.50M | — | — | 1.21M | 3.17M | 47.36% | ↗ |
| 65 | 2017 | Teresa F. Sparks Former Executive Vice President and Chief Financial Officer | 423.0K | 225.0K | 697.8K | — | — | 57.8K | 1.40M | 49.72% | ↗ |
| 66 | 2017 | Dennis R. Dean Former Senior Vice President, Corporate Controller | 316.9K | 247.5K | 418.7K | — | — | 58.7K | 1.04M | 40.19% | ↗ |
| 67 | 2017 | Dennis Dean Senior Vice President, Corporate Controller | 316.9K | 247.5K | 418.7K | — | — | 11.8K | 994.9K | 42.08% | ↗ |
| 68 | 2017 | Jennifer B. Baldock Executive Vice President and Chief Legal Officer | 327.7K | 200.0K | 438.5K | — | — | 25.1K | 991.3K | 44.23% | ↗ |
| 69 | 2017 | Jennifer B. Baldock Executive Vice President, Chief Administrative and Development Officer | 327.7K | 200.0K | 438.5K | — | — | 25.1K | 991.3K | 44.23% | ↗ |
| 70 | 2017 | Jennifer B. Baldock Senior Vice President, General Counsel and Secretary | 327.7K | 200.0K | 438.5K | — | — | 11.8K | 978.0K | 44.84% | ↗ |
| 71 | 2017 | John Crysel Group President of Surgery Partners' National Group | 319.8K | — | 418.7K | — | — | 13.0K | 751.4K | 55.72% | ↗ |
| 72 | 2017 | Clifford G. Adlerz Former Interim Chief Executive Officer | 152.3K | — | — | — | 140.0K | — | 292.3K | 0.00% | ↗ |
| 73 | 2016 | Michael T. Doyle Chief Executive Officer | 450.0K | — | 1.50M | — | — | 44.3K | 1.99M | 75.22% | ↗ |
| 74 | 2016 | Michael T. Doyle Former Chief Executive Officer | 450.0K | — | 1.50M | — | — | 44.3K | 1.99M | 75.22% | ↗ |
| 75 | 2016 | Teresa F. Sparks Former Executive Vice President and Chief Financial Officer | 366.0K | — | 700.0K | — | — | 131.3K | 1.20M | 58.47% | ↗ |
| 76 | 2016 | Teresa F. Sparks Executive Vice President and Chief Financial Officer | 366.0K | — | 700.0K | — | — | 109.5K | 1.18M | 59.55% | ↗ |
| 77 | 2016 | John Crysel Group President of Surgery Partners' National Group | 328.4K | — | 350.0K | — | 83.3K | 107.9K | 869.6K | 40.25% | ↗ |
| 78 | 2016 | Dennis R. Dean Former Senior Vice President, Corporate Controller | 266.0K | — | 350.0K | — | — | 53.0K | 669.0K | 52.32% | ↗ |
| 79 | 2016 | Jennifer B. Baldock Executive Vice President and Chief Legal Officer | 271.8K | — | 350.0K | — | — | 21.5K | 643.3K | 54.41% | ↗ |
| 80 | 2016 | Dennis Dean Senior Vice President, Corporate Controller | 266.0K | — | 350.0K | — | — | 24.5K | 640.5K | 54.64% | ↗ |
| 81 | 2016 | Jennifer B. Baldock Senior Vice President, General Counsel and Secretary | 271.8K | — | 350.0K | — | — | 18.3K | 640.1K | 54.68% | ↗ |
| 82 | 2015 | Michael Doyle Chief Executive Officer | 442.3K | — | — | — | 350.0K | 33.3K | 825.6K | 0.00% | ↗ |
| 83 | 2015 | Michael T. Doyle Former Chief Executive Officer | 442.3K | — | — | — | 350.0K | 33.3K | 825.6K | 0.00% | ↗ |
| 84 | 2015 | Michael T. Doyle Chief Executive Officer | 442.3K | — | — | — | 350.0K | 33.3K | 825.6K | 0.00% | ↗ |
| 85 | 2015 | Teresa Sparks Executive Vice President and Chief Financial Officer | 335.0K | 100.0K | — | — | 167.5K | 8.7K | 611.2K | 0.00% | ↗ |
| 86 | 2015 | Teresa F. Sparks Executive Vice President and Chief Financial Officer | 335.0K | 100.0K | — | — | 167.5K | 8.7K | 611.2K | 0.00% | ↗ |
| 87 | 2015 | Teresa F. Sparks Former Executive Vice President and Chief Financial Officer | 335.0K | 100.0K | — | — | 167.5K | 8.7K | 611.2K | 0.00% | ↗ |
| 88 | 2015 | John Crysel Group President of Surgery Partners' National Group | 325.0K | — | — | — | 162.5K | 8.4K | 495.9K | 0.00% | ↗ |
| 89 | 2014 | Michael Doyle Chief Executive Officer | 350.0K | — | — | — | 250.0K | 3.84M | 4.44M | 0.00% | ↗ |
| 90 | 2014 | Michael T. Doyle Chief Executive Officer | 350.0K | — | — | — | 250.0K | 3.84M | 4.44M | 0.00% | ↗ |
| 91 | 2014 | Teresa Sparks Executive Vice President and Chief Financial Officer | 267.3K | — | 940.1K | — | 167.5K | 282.8K | 1.66M | 56.71% | ↗ |
| 92 | 2014 | Teresa F. Sparks Executive Vice President and Chief Financial Officer | 267.3K | — | 940.1K | — | 167.5K | 282.8K | 1.66M | 56.71% | ↗ |
| 93 | 2014 | John Crysel Group President of Surgery Partners' National Group | 265.7K | — | 578.5K | — | 133.3K | 263.6K | 1.24M | 46.61% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| J. Eric Evans | Chief Executive Officer & Director | 1M | male |
| David T. Doherty | Executive Vice President & Chief Financial Officer | 676.7K | male |
| Jennifer Baldock | Executive Vice President and Chief Administrative & Development Officer | 638.0K | female |
| Marissa A. Brittenham | Executive Vice President & Chief Strategy Officer | 523.1K | female |
| W. Trent Webb | President of American Group | 520.4K | male |
| Jackie Wright | Chief Procurement Officer & Senior VP | — | female |
| Jon Fredrickson | Senior Vice President & Chief Information Officer | — | male |
| Justin R. Oppenheimer | Executive Vice President, COO & National Group President | — | male |
| Kelly T. Whelan | Senior VP & General Counsel of American Group | — | female |
| Kristi Jensen | Senior Vice President of East Region | — | female |
| Danielle Burkhalter | Executive Vice President & Chief Human Resources Officer | — | female |
| Neil C. Zieselman | Senior Vice President of Corporate Finance & Controller | — | male |
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Community Opinion for SGRY
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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