Doherty David T 4
4 · Surgery Partners, Inc. · Filed Mar 16, 2026
Research Summary
AI-generated summary of this filing
Surgery Partners (SGRY) CFO David T. Doherty Sells Shares
What Happened
David T. Doherty, Chief Financial Officer of Surgery Partners (SGRY), reported a sale of 8,867 shares on March 16, 2026. The shares were disposed at a weighted average price of $12.50 per share, for total proceeds of $110,838. The filing notes the sale was made to satisfy tax‑withholding obligations related to restricted stock that vested on March 4, 2026.
Key Details
- Transaction date: 2026-03-16 (reported on the same date).
- Transaction type: Sale (reported as "open market or private sale"); proceeds = $110,838.
- Price: $12.50 (weighted average); filing states full per‑price breakdown is available upon request.
- Reason: Sold to satisfy tax withholding on vested restricted stock (footnote).
- Shares owned after transaction: Not specified in this filing.
- Filing timeliness: Reported with the 2026-03-16 report date (no late‑filing indication).
Context
This sale was executed to cover tax withholding for vested restricted stock (a common, routine reason for insider sales) rather than an outright market-timing purchase/sell decision. Footnote disclosure (F2) indicates the reported price is a weighted average and more detailed price-by-price information can be provided to the SEC or shareholders on request.
Insider Transaction Report
- Sale
Common Stock
[F1][F2]2026-03-16$12.50/sh−8,867$110,838→ 221,679 total
Footnotes (2)
- [F1]Shares sold to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock on March 4, 2026.
- [F2]The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.