SEC ownership of SURGALIGN HOLDINGS, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001760173.

Comparable stake leader

Pawel Lewicki

Disclosed value leader

Pawel Lewicki

Comparable rows

0/17

Latest evidence

15 Sep 2023

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
15 Sep 2023
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001760173
Issuer location
Deerfield, IL

Ownership snapshot

Top shareholders of SURGALIGN HOLDINGS, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Pawel Lewicki
Disclosed value leader
Pawel Lewicki
Comparable rows
0/17
Latest evidence
15 Sep 2023
3/4/5 Highest disclosed value: $3,059,536 17 rows are not safely comparable across share classes. Showing 1-8 of 17 holder rows.

Quick read

Pawel Lewicki has the largest disclosed position value at $3.06M.

0 of 17 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Pawel Lewicki's linked filing trail.
Disclosed position value Top 5
Pawel Lewicki $3.06M
Jonathon M. Singer $168.3K
Stuart F. Simpson $112.3K
Joshua H. DeRienzis $83.4K
Jeffrey C. Lightcap $82.3K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 17 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Pawel Lewicki
3/4/5
Director, 10%+ Owner
—
class O/S missing
$3,059,536
16,718,781 shares
— 26 Jan 2022
Jonathon M. Singer
3/4/5
CFO/COO
—
class O/S missing
$168,310
919,725 shares
— 10 Oct 2021
Stuart F. Simpson
3/4/5
Director
—
class O/S missing
$112,341
613,884 shares
— 07 May 2021
Joshua H. DeRienzis
3/4/5
Chief Legal Officer
—
class O/S missing
$83,373
455,589 shares
— 07 May 2022
Jeffrey C. Lightcap
3/4/5
Director
—
class O/S missing
$82,286
449,649 shares
— 07 May 2021
Terry M. Rich
3/4/5
President and CEO, Director
—
class O/S missing
$27,392
149,683 shares
— 15 Aug 2023
David Lyle
3/4/5
Chief Financial Officer
—
class O/S missing
$15,245
83,307 shares
— 15 Sep 2023
William Scott Durall
3/4/5
Chief Commercial Officer
—
class O/S missing
$11,714
64,012 shares
— 07 May 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 28 Sep 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-19 of 19 reporting-owner rows connected to SURGALIGN HOLDINGS, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
19
Largest Forms 3/4/5 holder
Pawel Lewicki
Net 12M change
$0
Latest report
15 Sep 2023
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Pawel Lewicki Director, 10%+ Owner $3,059,536 Mixed 26 Jan 2022
Jonathon M. Singer Cfo/Coo $168,310 Mixed 10 Oct 2021
Stuart F. Simpson Director $112,341 Mixed 07 May 2021
Joshua H. DeRienzis Chief Legal Officer $83,373 Mixed 07 May 2022
Jeffrey C. Lightcap Director $82,286 Mixed 07 May 2021
Terry M. Rich President and CEO, Director $27,392 Mixed 15 Aug 2023
David Lyle Chief Financial Officer $15,245 Mixed 15 Sep 2023
William Scott Durall Chief Commercial Officer $11,714 Mixed 07 May 2023
Marc E. Mackey EVP, Digital Surgery $8,103 Mixed 15 Aug 2023
Nicholas J. Valeriani Director $5,638 Mixed 15 Aug 2022
Thomas McEachin Director $5,419 Mixed 15 Aug 2022
Mark Stolper Director $5,283 Mixed 15 Aug 2022
Paolo Amoruso Chief Legal Officer $5,272 Mixed 01 Sep 2023
Paul Thomas Director $5,236 Mixed 15 Aug 2022
Christopher Thunander Chief Accounting Officer $4,765 Mixed 15 Aug 2023
Enrico Sangiorgio EVP, International $4,762 Mixed 15 Aug 2023
Sheryl L. Conley Director $4,535 Mixed 15 Aug 2022
Elizabeth A. LaPuma Director Mixed 08 Jun 2023
Jill Kathleen Frizzley Director Mixed 08 Jun 2023

Recent insider transactions for SURGALIGN HOLDINGS, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .