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
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
19 Dec 23	Sell€152,302	J. Evans	Individual	5,000	€30.46
19 Dec 23	Sell€2,075,274	Wayne DeVeydt	Individual	68,130	€30.46
19 Dec 23	Sell€238,410,342	Bain Capital, LP	Company	7,826,870	€30.46
05 Sep 23	Sell€128,804	Harrison Bane	Individual	3,835	€33.59
30 Aug 23	Sell€72,578	David Doherty	Individual	2,202	€33.04
17 May 23	Sell€241,183	Bradley Owens	Individual	7,191	€33.54

Insider Trading Volume

Insider Buying: 1SP insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1SP?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	4,925	0.00357%
Individual Insiders	1,562,883	1.13%
VC/PE Firms	49,946,972	36.2%
Institutions	86,549,692	62.7%

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

Top Shareholders

Top 25 shareholders own 99.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
39.5%	Bain Capital, LP	49,946,972	€1.1b	-14.3%	13.3%
14.5%	FMR LLC	18,329,229	€421.8m	-3.4%	0.03%
6.58%	Wellington Management Group LLP	8,318,176	€191.4m	3.68%	0.03%
5.87%	The Vanguard Group, Inc.	7,417,609	€170.7m	10.4%	no data
4.94%	BlackRock, Inc.	6,241,972	€143.7m	14.7%	no data
4.37%	ClearBridge Investments, LLC	5,525,671	€127.2m	4.69%	0.11%
4.33%	Durable Capital Partners, LP	5,477,303	€126.1m	1.94%	1.12%
3.61%	Jefferies Financial Group Inc.,Asset Management Arm	4,563,265	€105.0m	28,500%	2.15%
2.97%	Invesco Ltd.	3,757,286	€86.5m	5.51%	0.03%
1.67%	Deerfield Management Company, L.P. Series C	2,105,509	€48.5m	44.2%	1.02%
1.46%	Dimensional Fund Advisors LP	1,840,212	€42.4m	8.82%	0.01%
1.31%	Geode Capital Management, LLC	1,656,939	€38.1m	15.6%	no data
1.27%	State Street Global Advisors, Inc.	1,608,541	€37.0m	6.73%	no data
0.92%	Avidity Partners Management, L.P.	1,165,932	€26.8m	-12.9%	1.11%
0.88%	T. Rowe Price Group, Inc.	1,107,671	€25.5m	-28.9%	no data
0.83%	Iron Triangle Partners LP	1,044,530	€24.0m	0%	3.35%
0.64%	Norges Bank Investment Management	805,396	€18.5m	85.1%	no data
0.61%	Goldman Sachs Asset Management, L.P.	774,071	€17.8m	-8.67%	0.01%
0.61%	Northern Trust Global Investments	768,919	€17.7m	12.4%	no data
0.51%	ThornTree Capital Partners LP	647,367	€14.9m	0%	3.03%
0.48%	Charles Schwab Investment Management, Inc.	609,874	€14.0m	0%	no data
0.45%	Victory Capital Management Inc.	565,032	€13.0m	0.17%	0.01%
0.4%	WCM Investment Management, LLC	508,488	€11.7m	0.52%	0.02%
0.39%	UBS Asset Management AG	496,291	€11.4m	24.7%	no data
0.37%	Susquehanna International Group, LLP, Asset Management Arm	464,990	€10.7m	-13.1%	0.02%