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Danielle Burkhalter

SGRY
CHIEF HUMAN RESOURCES OFFICER · SURGERY PARTNERS, INC. · CIK 0001966798
FILING MIX · LIFETIME38%/62%
BUYS
10
SELLS
16
TOTAL VALUE
$2.29M
COMPANIES
1
ACTIVE SINCE
Jan 2023
HOLDINGS NOW
76,864
AVG SELL PX
$20.07
TRADE KIND
SHOWING 26 / 26
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
16 backtested trades · 8 horizons · 9 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Danielle Burkhalter, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d16+50.00%-1.11%+0.31%-1.42%-0.36%—
14d16+50.00%-1.90%+0.49%-2.39%-0.83%—
30d16+68.75%-2.29%+0.97%-3.25%-4.91%—
60d16+50.00%-1.30%+2.40%-3.71%-1.49%—
90d16+50.00%+2.23%+5.50%-3.11%-2.60%—
180d16(2 pending)+42.86%-2.07%+11.16%-13.23%-10.40%—
1y16(2 pending)+100.00%-20.64%+21.02%-41.66%-39.51%—
2y16(5 pending)+100.00%-40.27%+41.96%-82.22%-80.89%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
SGRY · 76,864 shares · as of Mar 13, 2026
020,08340,16760,25080,333202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 10 buys / 16 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
3,469$12.83$44.5K76,864Mar 13, 2026Mar 16, 2026 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
7,736$13.60$105.2K37,103Mar 6, 2026Mar 9, 2026 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
17,717$14.11$250.0K54,820Mar 5, 2026Mar 9, 2026 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
16,363$14.11$230.9K71,183Mar 5, 2026Mar 9, 2026 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
9,150$14.11$129.1K80,333Mar 5, 2026Mar 9, 2026 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
74$23.78$1.8K44,839Mar 14, 2025Mar 17, 2025 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
1,240$24.14$29.9K44,913Mar 10, 2025Mar 13, 2025 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
10,084$23.80$240.0K40,271Mar 4, 2025Mar 6, 2025 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
5,882$23.80$140.0K46,153Mar 4, 2025Mar 6, 2025 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
167$25.68$4.3K30,187Feb 4, 2025Feb 4, 2025 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
6,000$26.39$158.3K30,354Jun 12, 2024Jun 13, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
111$29.74$3.3K36,354Mar 12, 2024Mar 13, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
127$29.59$3.8K36,465Mar 11, 2024Mar 13, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
586$30.41$17.8K36,592Mar 4, 2024Mar 6, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
320$31.18$10.0K30,764Feb 28, 2024Mar 1, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
6,414$31.18$200.0K37,178Feb 28, 2024Mar 1, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
192$33.42$6.4K30,444Feb 14, 2024Feb 16, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
167$32.24$5.4K30,636Feb 6, 2024Feb 8, 2024 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
4$30.25$12130,803Mar 15, 2023Mar 15, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
430$31.09$13.4K30,807Mar 14, 2023Mar 15, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
136$30.04$4.1K31,237Mar 13, 2023Mar 15, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
15,216$32.86$500.0K27,569Mar 2, 2023Mar 6, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
3,804$32.86$125.0K31,373Mar 2, 2023Mar 6, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
123$33.88$4.2K13,110Feb 13, 2023Mar 6, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
PURCHASEGRANT
Stock grant
740$54.03$40.0K13,233Jan 31, 2023Mar 6, 2023 ↗View →
SGRY
SURGERY PARTNERS, INC.
SALE
Chief Human Resources Officer
757$33.55$25.4K12,353Jan 31, 2023Mar 6, 2023 ↗View →
Other insiders · SGRY
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About this filer
CIK 0001966798
ROLE
Chief Human Resources Officer
PRIMARY
SGRY
COMPANIES
1
ACTIVE SINCE
Jan 2023
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