---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-24-073419"
form_type: "8-K"
ticker: "SGRY"
cik: "0001638833"
company_name: "Surgery Partners, Inc."
filed_at: "2024-06-20T23:59:59+00:00"
generated_at: "2026-06-01T03:28:14.442842+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Surgery Partners closes $1.4B term loan refinancing, extending maturity to 2030

## Summary
- $1.4B aggregate principal of 2024 Refinancing Term Loans priced at Term SOFR + 2.75% or base rate + 1.75%.
- New loans mature December 19, 2030 and replace all existing term loans under the credit agreement.
- Amortization: equal quarterly installments of 0.25% of original principal, starting Q3 2024.
- Voluntary prepayments subject to 1% call premium if made within 6 months due to a repricing event.

## SEC filing metadata
- accession: 0001104659-24-073419
- form_type: 8-K
- ticker: SGRY
- cik: 0001638833
- company_name: Surgery Partners, Inc.
- filed_at: 2024-06-20T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1638833/000110465924073419/0001104659-24-073419-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1638833/000110465924073419/tm2417299d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-073419
- JSON: https://secwatch.observer/filing/0001104659-24-073419.json
- Plain text: https://secwatch.observer/filing/0001104659-24-073419.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.