Surgery Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:1SP Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Sep 24	Sell€177,540	Harrison Bane	Individual	6,325	€28.07
12 Jun 24	Sell€145,946	Danielle Burkhalter	Individual	6,000	€24.32
31 May 24	Sell€152,976	Bradley Owens	Individual	6,000	€25.50
14 Mar 24	Sell€18,925	David Doherty	Individual	721	€26.25
13 Mar 24	Sell€184,755	J. Evans	Individual	6,824	€27.15
12 Mar 24	Sell€39,144	Anthony Taparo	Individual	1,438	€27.36
12 Mar 24	Sell€43,476	Jennifer Baldock	Individual	1,597	€27.24
12 Mar 24	Sell€93,080	Bradley Owens	Individual	3,415	€27.31
12 Mar 24	Sell€6,465	Danielle Burkhalter	Individual	238	€27.24
05 Mar 24	Sell€38,053	Anthony Taparo	Individual	1,347	€28.25
04 Mar 24	Sell€143,468	Harrison Bane	Individual	5,104	€28.11
04 Mar 24	Sell€95,797	David Doherty	Individual	3,426	€27.96
04 Mar 24	Sell€16,407	Danielle Burkhalter	Individual	586	€28.00
04 Mar 24	Sell€46,452	Bradley Owens	Individual	1,658	€28.02
04 Mar 24	Sell€65,583	Jennifer Baldock	Individual	2,318	€28.29
04 Mar 24	Sell€255,616	J. Evans	Individual	9,070	€28.18
04 Mar 24	Sell€35,666	Marissa Brittenham	Individual	1,284	€27.78
14 Feb 24	Sell€5,982	Danielle Burkhalter	Individual	192	€31.16
13 Feb 24	Sell€34,275	Anthony Taparo	Individual	1,100	€31.16
12 Feb 24	Sell€33,074	David Doherty	Individual	1,020	€32.43
12 Feb 24	Sell€34,003	Bradley Owens	Individual	1,040	€32.69
12 Feb 24	Sell€36,051	Jennifer Baldock	Individual	1,115	€32.33
12 Feb 24	Sell€188,224	J. Evans	Individual	5,780	€32.56
06 Feb 24	Sell€5,010	Danielle Burkhalter	Individual	167	€30.00
02 Feb 24	Sell€68,148	David Doherty	Individual	2,306	€29.55
02 Feb 24	Sell€48,377	Marissa Brittenham	Individual	1,637	€29.55

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1SP?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,428,979	1.01%
VC/PE Firms	49,946,972	35.4%
Institutions	89,552,684	63.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 99.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
39.5%	Bain Capital, LP	49,946,972	€1.0b	0%	14.51%
14.5%	FMR LLC	18,308,798	€379.4m	3.13%	0.02%
7.79%	Wellington Management Group LLP	9,846,001	€204.0m	-5.9%	0.03%
6.06%	BlackRock, Inc.	7,652,504	€158.6m	0.21%	no data
5.89%	The Vanguard Group, Inc.	7,446,133	€154.3m	-0.33%	no data
4.35%	Janus Henderson Group plc	5,497,368	€113.9m	27.5%	0.05%
3.56%	ClearBridge Investments, LLC	4,501,055	€93.3m	-19.4%	0.07%
2.38%	Dimensional Fund Advisors LP	3,014,049	€62.5m	7.6%	0.01%
2.11%	Invesco Ltd.	2,671,874	€55.4m	192%	0.02%
1.48%	Geode Capital Management, LLC	1,864,346	€38.6m	2.36%	no data
1.42%	State Street Global Advisors, Inc.	1,799,054	€37.3m	-0.6%	no data
1.41%	Deerfield Management Company, L.P. Series C	1,780,287	€36.9m	-62.2%	0.69%
1.15%	King Street Capital Management, L.P.	1,450,000	€30.0m	0%	33.65%
1.05%	Victory Capital Management Inc.	1,330,399	€27.6m	140%	0.03%
0.92%	Columbia Management Investment Advisers, LLC	1,157,188	€24.0m	161%	0.01%
0.7%	E. Öhman J:or Wealth Management	886,088	€18.4m	31%	0.21%
0.67%	Norges Bank Investment Management	842,876	€17.5m	0%	no data
0.65%	Avidity Partners Management, L.P.	827,000	€17.1m	-36.7%	0.99%
0.61%	Charles Schwab Investment Management, Inc.	772,746	€16.0m	5.29%	no data
0.59%	Northern Trust Global Investments	746,133	€15.5m	4.35%	no data
0.58%	ThornTree Capital Partners LP	736,999	€15.3m	-26.3%	3.0%
0.57%	UBS Asset Management AG	726,686	€15.1m	-0.17%	no data
0.55%	Silvercrest Asset Management Group LLC	689,024	€14.3m	50.9%	0.1%
0.54%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	683,876	€14.2m	41.2%	no data
0.47%	Mesirow Financial Investment Management, Inc.	599,861	€12.4m	16%	0.19%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 00:22
End of Day Share Price	2025/01/10 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Surgery Partners, Inc. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Steven Valiquette	Barclays
Sarah James	Barclays
Andrew Mok	Barclays