Key facts
- This page summarizes BAIN CAPITAL INVESTORS LLC's Form 4 filing for Surgery Partners, Inc. (SGRY).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 21 Dec 2023, 20:13.
BAIN CAPITAL INVESTORS LLC - 19 Dec 2023 Form 4 Insider Report for Surgery Partners, Inc. (SGRY)
- Reporting relationship
- Director, 10%+ Owner
- Issuer ticker
- SGRY
- Reported as of
- 19 Dec 2023
- Net transaction value
- -$261,730,533
- SEC form
- 4
- Accepted by SEC
- 21 Dec 2023, 20:13:36 UTC
- Prior SEC filing
- 18 Oct 2023
- Next SEC filing
- 07 Jun 2024
- Source filing
- View source filing
- Reporting owner signature
- Bain Capital Investors, LLC, By: /s/ Andrew Kaplan, Title: Partner
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
BAIN CAPITAL INVESTORS LLC filed Form 4 for Surgery Partners, Inc. (SGRY) on 21 Dec 2023.
Change
- Previous filing in this sequence was filed on 18 Oct 2023.
- Current net transaction value: -$261,730,533.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SGRY
transaction
Common Stock
Sale
- Transaction value
- $261,730,533
- Shares
- -7,826,870
- Change %
- -13%
- Price
- $33.44
- Shares after
- 50,421,379
- Date
- 19 Dec 2023
- Ownership
- See footnotes
- Footnotes
- F1, F2, F3, F4, F5, F7
SGRY
transaction
Common Stock
Other
- Transaction value
- $0
- Shares
- -474,407
- Change %
- -0.94%
- Price
- $0.000000
- Shares after
- 49,946,972
- Date
- 19 Dec 2023
- Ownership
- See footnotes
- Footnotes
- F1, F2, F3, F4, F6, F7
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 7 footnotes
Footnote F1
Bain Capital Investors, LLC ("BCI") is the sole member of BCPE Seminole GP LLC ("BCPE Seminole GP"), which is the general partner of BCPE Seminole Holdings LP ("BCPE Seminole") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV"). As a result, each of BCI and BCPE Seminole GP may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole and BCPE Seminole IV. Each of BCI and BCPE Seminole GP disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
Footnote F2
BCI is the sole member of BCPE Seminole GP II LLC ("BCPE Seminole GP II"), which is the general partner of BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"). As a result, each of BCI and BCPE Seminole GP II may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole II. Each of BCI and BCPE Seminole GP II disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
Footnote F3
BCI is the sole member of BCPE Seminole GP III LLC ("BCPE Seminole GP III"), which is the general partner of BCPE Seminole Holdings III, L.P. ("BCPE Seminole III"). As a result, each of BCI and BCPE Seminole GP III may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by BCPE Seminole III. Each of BCI and BCPE Seminole GP III disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
Footnote F4
BCI is the general partner of Bain Capital Partners XI, L.P., which is the general partner of Bain Capital Fund XI, L.P. ("Bain Capital Fund XI"). The shares of Common Stock held by BCPE Seminole II, BCPE Seminole III and BCPE Seminole IV were previously acquired from BCPE Seminole and Bain Capital Fund XI in transactions exempt from Section 16 pursuant to Rule 16a-13.
Footnote F5
On December 19, 2023, BCPE Seminole and BCPE Seminole II sold 1,706,257 and 6,120,613 shares of Common Stock, respectively, in an underwritten public offering (the "December 2023 Secondary Offering").
Footnote F6
On December 19, 2023, BCPE Seminole distributed 474,407 shares of Common Stock to one or more members or partners in connection with certain charitable gifts made on December 19, 2023 (the "December 2023 Distribution").
Footnote F7
Following the December 2023 Secondary Offering and December 2023 Distribution, BCPE Seminole held 10,708,102 shares of Common Stock, BCPE Seminole II held 30,055,197 shares of Common Stock, BCPE Seminole III held 4,232,353 shares of Common Stock and BCPE Seminole IV held 4,951,320 shares of Common Stock.