Surgery Partners, Inc.·4

Mar 16, 4:07 PM ET

Burkhalter Danielle 4

4 · Surgery Partners, Inc. · Filed Mar 16, 2026

Research Summary

AI-generated summary of this filing

Updated

Surgery Partners (SGRY) CHRO Danielle Burkhalter Sells Shares

What Happened
Danielle Burkhalter, Chief Human Resources Officer of Surgery Partners, sold 3,469 shares in an open-market transaction on March 13, 2026, at $12.83 per share, generating proceeds of $44,507. This sale was made to satisfy tax-withholding obligations tied to restricted stock that vested on March 4, 2026, rather than a discretionary investment decision.

Key Details

  • Transaction date: 2026-03-13; Price: $12.83 per share; Shares sold: 3,469; Total proceeds: $44,507.
  • Filing date: 2026-03-16 (Period of report: 2026-03-13). The filing appears to have been submitted shortly after the transaction.
  • Shares owned after the transaction: not specified in the provided filing excerpt.
  • Footnote: Sale was to satisfy the reporting person’s tax withholding obligations in connection with restricted stock vesting on March 4, 2026 (Footnote F1).
  • Transaction type code: S (sale); not reported under a 10b5-1 plan or as a gift.

Context
Sales made solely to cover tax withholding on vested restricted stock are common and typically routine; they do not necessarily signal a change in the insider’s view of the company. For retail investors, outright purchases or large discretionary sales tend to be more informative than routine withholding sales.

Insider Transaction Report

Form 4
Period: 2026-03-13
Burkhalter Danielle
Chief Human Resources Officer
Transactions
  • Sale

    Common Stock

    [F1]
    2026-03-13$12.83/sh3,469$44,50776,864 total
Footnotes (1)
  • [F1]Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.
Signature
/s/ Jennifer Baldock, Attorney-in-Fact|2026-03-16

Documents

1 file
  • 4
    wk-form4_1773691658.xmlPrimary

    FORM 4