
Surgery Partners, Inc.
HealthcareNASDAQ:SGRY · NASDAQ Global Select
+$0.37 today
Vol 1.22M · Avg 1.36M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-4.5%
avg -4.8%
ROIC
4.2%
avg 2.5%
ROA
-0.9%
avg -1.3%
Analysis
ROIC is currently the strongest return metric at 4.2% versus its period average of 2.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
J. Eric Evans | Chief Executive Officer & Director | $1.07M | — | 49 | $920,386.00 | 0.70% |
David T. Doherty | Executive Vice President & Chief Financial Officer | $676,654.00 | — | 54 | $221,679.00 | 0.17% |
Jennifer Baldock | Executive Vice President and Chief Administrative & Development Officer | $638,038.00 | — | 55 | $326,474.00 | 0.25% |
Marissa A. Brittenham | Executive Vice President & Chief Strategy Officer | $523,115.00 | — | 41 | $94,196.00 | 0.07% |
W. Trent Webb | President of American Group | $520,352.00 | — | 46 | $74,249.00 | 0.06% |
Patrick Brown | Senior Vice President of Operations of National Group | — | — | — | — | — |
Tamala Norris-McJunkins CPHQ | Senior Vice President & Enterprise Chief Clinical Officer | — | — | — | — | — |
Brent Jacobs | Senior Vice President of Acquisitions & Development | — | — | — | $86,594.00 | 0.07% |
Jon Fredrickson | Senior Vice President & Chief Information Officer | — | — | — | — | — |
Justin R. Oppenheimer | Executive Vice President, COO & National Group President | — | — | 41 | $120,259.00 | 0.09% |
Neil C. Zieselman | Senior Vice President of Corporate Finance & Controller | — | — | 50 | — | — |
Noah Clevenger | Senior Vice President of South Region | — | — | — | — | — |
Spencer Clark | General Counsel & Senior Vice President | — | — | — | — | — |
Danielle Burkhalter | Executive Vice President & Chief Human Resources Officer | — | — | 41 | $76,864.00 | 0.06% |
Jackie Wright | Chief Procurement Officer & Senior VP | — | — | — | — | — |
Kelly T. Whelan | Senior VP & General Counsel of American Group | — | — | — | $50.42M | 38.55% |
Kristi Jensen | Senior Vice President of East Region | — | — | — | — | — |
Roxanne Womack | Senior Vice President & Chief Compliance Officer | — | — | — | — | — |
Shannon Yarrow | Senior Vice President of Managed Care | — | — | — | — | — |
Steven Cornelison | Senior VP & Treasurer | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
18
$3.52M
Net Sentiment
$3.52M
Net selling
Most Active
Doherty David T
3 transactions
1–10 of 18
Analysis
Insiders reported 0 buys worth $0.00 and 18 sells worth $3.52M over the last 12 months. That adds up to net selling of $3.52M. Doherty David T was the most active insider with 3 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | +14.6% (13yr)1 analysts |
| Revenue | N/A | N/A | +59.1% | +11.0% (13yr)3 analysts |
| Net Income | N/A | N/A | N/A | +23.7% (13yr)3 analysts |
| EBIT | N/A | N/A | +50.0% | +8.3% (13yr)3 analysts |
Analysis
Recent growth has been strongest in Revenue at +59.1% over three years. Forward estimates point to Net Income at +23.7% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages SGRY?
Surgery Partners, Inc. (SGRY) lists 20 active executives. The top listed executive is Patrick Brown, Senior Vice President of Operations of National Group.
Are SGRY insiders buying or selling?
Recent insider activity shows net selling of $1.03B.
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