Key facts
- This page summarizes Kaplan Andrew T.'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, 20:29.
Kaplan Andrew T. - 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, 20:29:30 UTC
- Next SEC filing
- 16 Apr 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Andrew Kaplan
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Kaplan Andrew T. filed Form 4 for Surgery Partners, Inc. (SGRY) on 21 Dec 2023.
Change
- No earlier filing in this sequence is available for direct comparison.
- 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 footnote
- Footnotes
- F1, F2
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 footnote
- Footnotes
- F1, F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents shares of Common Stock held directly by BCPE Seminole Holdings LP ("BCPE Seminole"), BCPE Seminole Holdings II Intermediate LP ("BCPE Seminole II"), BCPE Seminole Holdings III, L.P. ("BCPE Seminole III") and BCPE Seminole Holdings IV, L.P. ("BCPE Seminole IV" and, together with BCPE Seminole, BCPE Seminole II and BCPE Seminole III, the "Bain Capital Entities").
Footnote F2
Bain Capital Investors, LLC ("BCI") is the sole member of (i) BCPE Seminole GP LLC, which is the general partner of BCPE Seminole and BCPE Seminole IV, (ii) BCPE Seminole GP II LLC, which is the general partner of BCPE Seminole II, and (iii) BCPE Seminole GP III LLC, which is the general partner of BCPE Seminole III. Mr. Kaplan is a Partner of BCI. By virtue of the relationships described in these footnotes, Mr. Kaplan may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by the Bain Capital Entities. Mr. Kaplan disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein.
Footnote F3
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 by such members or partners or their direct or indirect owners.