Form 4: Surgery Partners CHRO Sells Shares for Tax Obligations

Surgery Partners' Chief Human Resources Officer, Danielle Burkhalter, sold 3,469 shares of common stock to cover tax withholding obligations related to restricted stock vesting.

Summary

• Danielle Burkhalter, Chief Human Resources Officer of Surgery Partners, Inc. (SGRY), reported a transaction.
• On March 13, 2026, Burkhalter sold 3,469 shares of Surgery Partners Common Stock.
• The shares were sold at a price of $12.83 per share.
• The sale was executed to satisfy tax withholding obligations in connection with the vesting of restricted stock.
• Following this transaction, Danielle Burkhalter beneficially owns 76,864 shares of Common Stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as the sale was explicitly for tax withholding purposes related to restricted stock vesting, a common and non-discretionary transaction for executives.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

StockSavvy.ai notes that routine insider sales to cover tax obligations upon restricted stock vesting are common across all industries and typically do not reflect management's sentiment about the company's future performance.

Stakeholder Impact

• Shareholders: The sale represents a minor reduction in insider ownership, but it is a routine transaction for tax purposes and is unlikely to have a significant impact on shareholder perception or value.

Key Dates

Keywords

Surgery Partners, SGRY, Insider Trading, Form 4, Stock Sale, Tax Withholding, Restricted Stock, Danielle Burkhalter