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sellNotable cluster of 6

Andrew T. Kaplan sold $262M of SGRY

director, owner at Surgery Partners, Inc.. 7,826,870 shares at an average of $33.44, traded Dec 19, 2023, filed Dec 21, 2023.

Warning score
60
Value
$262M
7,826,870 shares
Holdings after
50,421,379
-13% from before
From 52-week low
+46%
low $22.32, close $32.54
From 52-week high
-28%
high $45.09, as of Dec 19, 2023

Score components

  • Role
    Director
    +15
  • Trade size
    $261.7M at market
    +25
  • Share of holdings sold
    Sold 13% of holdings
    +5
  • Cluster
    6 insiders selling within 14 days
    +15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SGRYOct 12, 2026 · close 14.24
Since filing Dec 21, 2023: -57.0%SPY +70.0% · excess -127.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000950170-23-072382, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 19, 2023SOpen-market sale
Common Stockindirect: See footnote
-7,826,870$33.44$262M50,421,379Dec 21, 2023
Dec 19, 2023JOther
Common Stockindirect: See footnote
-474,407$0.00$049,946,972Dec 21, 2023

Related signals

Other insiders at Surgery Partners, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
37Weak
SGRYbuy
Surgery Partners, Inc.
Teresa DeLuca
director
$161k
11,250 shares
+20%
37Weak
SGRYbuy
Surgery Partners, Inc.
Teresa DeLuca
director
$144k
10,000 shares
+18%
38Weak
SGRYsell 6
Surgery Partners, Inc.
Jennifer Baldock
Chief Admin & Dev Officer
$76k
5,798 shares
-2%
36Weak
SGRYsell 6
Surgery Partners, Inc.
Marissa Brittenham
Chief Strategy Officer
$46k
3,657 shares
-4%
36Weak
SGRYsell 6
Surgery Partners, Inc.
Danielle Burkhalter
Chief Human Resources Officer
$45k
3,469 shares
-4%
47Moderate
SGRYsell 6
Surgery Partners, Inc.
David T Doherty
Chief Financial Officer
$111k
8,867 shares
-4%
53Moderate
SGRYsell 6
Surgery Partners, Inc.
Jason Eric Evans
Chief Executive Officer
$254k
20,400 shares
-2%
41Moderate
SGRYsell 6
Surgery Partners, Inc.
Jennifer Baldock
Chief Admin & Dev Officer
$138k
10,082 shares
-3%
45Moderate
SGRYsell 6
Surgery Partners, Inc.
Marissa Brittenham
Chief Strategy Officer
$120k
8,785 shares
-14%
45Moderate
SGRYsell 6
Surgery Partners, Inc.
Danielle Burkhalter
Chief Human Resources Officer
$105k
7,736 shares
-17%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Andrew T. Kaplan sold $262M of SGRY | InsiderTell