SURGNasdaqTelephone Communications (No Radiotelephone)Fiscal year ends December 31
SurgePays, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 19, 2026
$0.12−0.01 (-5.26%)
Close on Oct 19, 2026
- Market cap
- $3.03M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4.4%
2M of 53M shares
Institutional holders
36
8 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
5 buys · 0 sales
Net bought $83.01K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bradley James Crosby | 1,217,063 | 5.96% | 13G (passive) | Aug 18, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SURG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 567,358 | 1.07% | $204.82K | – | 0.00% |
| Gaddis Premier Wealth Advisors LLC | 438,287 | 0.83% | $158.22K | – | 0.10% |
| Millennium Capital Advisors, LLC | 210,000 | 0.40% | $75.81K | +125,000 | 0.04% |
| Cable Car Capital, LP | 181,667 | 0.34% | $65.58K | – | 0.00% |
| Geode Capital Management, LLC | 168,647 | 0.32% | $60.89K | −55,350 | 0.00% |
| Vanguard Fiduciary Trust Co | 83,235 | 0.16% | $30.05K | – | 0.00% |
| Citadel Advisors LLC | 83,163 | 0.16% | $30.02K | New | 0.00% |
| Cetera Investment Advisers | 66,000 | 0.12% | $23.83K | – | 0.00% |
| State Street Corp | 61,800 | 0.12% | $22.31K | – | 0.00% |
| Northern Trust Corp | 52,661 | 0.10% | $19.01K | – | 0.00% |
| Renaissance Technologies LLC | 50,900 | 0.10% | $18.38K | +1,000 | 0.00% |
| Ethos Financial Group, LLC | 50,233 | 0.09% | $18.13K | +37,366 | 0.00% |
| Jane Street Group, LLC | 44,128 | 0.08% | $15.93K | New | 0.00% |
| James Investment Research Inc | 32,500 | 0.06% | $11.73K | – | 0.00% |
| NewEdge Advisors, LLC | 32,500 | 0.06% | $11.73K | – | 0.00% |
| BlackRock, Inc. | 29,331 | 0.06% | $10.59K | −40,923 | 0.00% |
| Bailard, Inc. | 27,975 | 0.05% | $10.10K | – | 0.00% |
| Virtu Financial LLC | 27,030 | 0.05% | $10 | New | 0.00% |
| UBS Group AG | 24,551 | 0.05% | $8.86K | −50,251 | 0.00% |
| Tableaux LLC | 14,635 | 0.03% | $5.28K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 2M | 4.4% | 8 / 6 | 5 / 5 | 0M | 0M |
| Q1 2026 | 33 | 2M | 4.2% | 9 / 8 | 3 / 4 | 1M | 0M |
| Q4 2025 | 30 | 2M | 3.9% | 3 / 5 | 13 / 5 | 0M | 0M |
| Q3 2025 | 32 | 2M | 3.4% | 4 / 11 | 7 / 7 | 0M | 0M |
| Q2 2025 | 35 | 2M | 3.2% | 8 / 10 | 12 / 2 | 0M | 0M |
| Q1 2025 | 29 | 2M | 3.7% | 7 / 11 | 5 / 9 | 0M | 0M |
| Q4 2024 | 31 | 2M | 3.9% | 11 / 10 | 3 / 7 | 0M | 0M |
| Q3 2024 | 27 | 2M | 3.6% | 5 / 9 | 4 / 9 | 0M | 0M |
| Q2 2024 | 32 | 2M | 3.4% | 7 / 12 | 7 / 8 | 0M | 0M |
| Q1 2024 | 33 | 2M | 3.8% | 15 / 14 | 4 / 15 | 1M | 0M |
| Q4 2023 | 33 | 1M | 2.5% | 12 / 10 | 5 / 7 | 0M | 1M |
| Q3 2023 | 28 | 2M | 3.4% | 8 / 3 | 13 / 10 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SURG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 418,431 | 0.79% | $151.05K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 148,927 | 0.28% | $53.76K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 125,121 | 0.24% | $74.03K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 23,754 | 0.04% | $14.06K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 19,614 | 0.04% | $11.61K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 15,080 | 0.03% | $8.92K | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -800 | -0.00% | -$289 | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin Brian Cox | CEO & Chairman, Director, 10% owner | 2,070,745 | 3.91% | Jun 3, 2026 |
| Anthony George Evers | Chief Financial Officer | 414,924 | 0.78% | Jan 5, 2026 |
| Laurie Weisberg | Director | 406,868 | 0.77% | Sep 16, 2026 |
| David N. Keys | Director | 1,264,214 | 2.39% | Sep 14, 2026 |
| David Allen May | Director | 593,149 | 1.12% | Sep 8, 2026 |
| Richard Earl Schurfeld | Director | 109,502 | 0.21% | May 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Laurie Weisberg Director | Jul 31, 2026 | Award | +315,179 | – | – | 406,868 |
| David N. Keys Director | Jul 31, 2026 | Award | +315,179 | – | – | 412,059 |
| David Allen May Director | Jul 31, 2026 | Award | +315,179 | – | – | 486,805 |
| David Allen May Director | Jun 5, 2026 | Buy | +34,716 | $0.53 | $18.40K | 156,626 |
| David Allen May Director | Jun 4, 2026 | Buy | +121 | $0.53 | $64 | 121,910 |
| David Allen May Director | Jun 3, 2026 | Buy | +5,413 | $0.53 | $2.87K | 121,789 |
| Kevin Brian Cox CEO & Chairman, Director, 10% owner | Jun 1, 2026 | Award | +500,000 | – | – | 1,800,000 |
| Kevin Brian Cox CEO & Chairman, Director, 10% owner | Apr 1, 2026 | Award | +500,000 | – | – | 1,300,000 |
| Kevin Brian Cox CEO & Chairman, Director, 10% owner | Mar 24, 2026 | Gift | +270,745 | – | – | 270,745 |
| Kevin Brian Cox CEO & Chairman, Director, 10% owner | Mar 24, 2026 | Gift | −270,745 | – | – | 800,000 |
| Kevin Brian Cox CEO & Chairman, Director, 10% owner | Mar 23, 2026 | Award | +800,000 | $1.25 | $1.00M | 1,070,745 |
| Anthony George Evers Chief Financial Officer | Dec 31, 2025 | Award | +200,000 | – | – | 414,924 |
| David Allen May Director | Dec 10, 2025 | Buy | +28,422 | $1.60 | $45.48K | 148,116 |
| David Allen May Director | Dec 10, 2025 | Buy | +10,000 | $1.62 | $16.20K | 158,116 |
| David Allen May Director | Jun 6, 2025 | Sale | −63,000 | $2.81 | $177.03K | 119,694 |
| David N. Keys Director | May 22, 2025 | Award | +50,000 | – | – | 67,043 |
| Richard Earl Schurfeld Director | May 22, 2025 | Award | +50,000 | – | – | 97,501 |
| Laurie Weisberg Director | May 22, 2025 | Award | +50,000 | – | – | 57,809 |
| Kevin Brian Cox CEO and Chairman of Board, Director | May 16, 2025 | Buy | +15,073 | $2.75 | $41.45K | 5,785,163 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Dec 3, 2024 | Sale(10b5-1 plan) | −35,180 | $1.82 | $64.03K | 5,770,090 |
| Anthony George Evers Chief Financial Officer | Dec 2, 2024 | Sale | −36,666 | $1.86 | $68.20K | 214,924 |
| Laurie Weisberg Director | Nov 25, 2024 | Buy | +3,099 | $1.84 | $5.70K | 7,809 |
| Laurie Weisberg Director | Nov 25, 2024 | Buy | +1,500 | $1.84 | $2.76K | 4,710 |
| Laurie Weisberg Director | Nov 25, 2024 | Buy | +100 | $1.84 | $184 | 3,210 |
| Laurie Weisberg Director | Nov 25, 2024 | Buy | +301 | $1.83 | $551 | 3,110 |
| Laurie Weisberg Director | Nov 22, 2024 | Buy | +0.99 | $1.67 | $2 | 2,809 |
| Laurie Weisberg Director | Nov 22, 2024 | Buy | +2,808 | $1.70 | $4.77K | 2,808 |
| Richard Earl Schurfeld Director | Nov 15, 2024 | Buy | +2,800 | $1.59 | $4.45K | 46,801 |
| Richard Earl Schurfeld Director | Nov 15, 2024 | Buy | +700 | $1.64 | $1.15K | 47,501 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Nov 4, 2024 | Sale(10b5-1 plan) | −31,700 | $1.60 | $50.72K | 5,805,270 |
| Anthony George Evers Chief Financial Officer | Nov 1, 2024 | Sale | −36,667 | $1.60 | $58.67K | 251,590 |
| Anthony George Evers Chief Financial Officer | Oct 2, 2024 | Sale | −36,667 | $1.54 | $56.47K | 288,257 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Oct 2, 2024 | Sale(10b5-1 plan) | −32,375 | $1.75 | $56.66K | 5,836,970 |
| Anthony George Evers Chief Financial Officer | Oct 1, 2024 | Award | +66,667 | – | – | 324,924 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Oct 1, 2024 | Award | +83,333 | – | – | 5,869,345 |
| Richard Earl Schurfeld Director | Sep 13, 2024 | Buy | +1,800 | $1.50 | $2.70K | 44,001 |
| Richard Earl Schurfeld Director | Sep 11, 2024 | Sale | −22,900 | $0.01 | $229 | 0 |
| Richard Earl Schurfeld Director | Sep 9, 2024 | Sale | −100 | $0.03 | $3 | 22,900 |
| Anthony George Evers Chief Financial Officer | Sep 4, 2024 | Sale | −3,333 | $1.46 | $4.87K | 258,257 |
| Anthony George Evers Chief Financial Officer | Sep 3, 2024 | Sale | −33,334 | $1.54 | $51.33K | 261,590 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Sep 3, 2024 | Sale(10b5-1 plan) | −35,100 | $1.48 | $51.95K | 5,786,012 |
| Anthony George Evers Chief Financial Officer | Sep 1, 2024 | Award | +66,667 | – | – | 294,924 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Sep 1, 2024 | Award | +83,333 | – | – | 5,821,112 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Aug 2, 2024 | Sale(10b5-1 plan) | −33,600 | $2.60 | $87.36K | 5,737,779 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Aug 1, 2024 | Award | +83,333 | – | – | 5,771,379 |
| Anthony George Evers Chief Financial Officer | Aug 1, 2024 | Sale | −8,333 | $2.78 | $23.17K | 228,257 |
| Anthony George Evers Chief Financial Officer | Aug 1, 2024 | Award | +66,667 | – | – | 236,590 |
| Anthony George Evers Chief Financial Officer | Jul 31, 2024 | Sale | −83 | $3.00 | $249 | 169,923 |
| Anthony George Evers Chief Financial Officer | Jul 15, 2024 | Sale | −2,000 | $3.00 | $6.00K | 170,006 |
| Anthony George Evers Chief Financial Officer | Jul 11, 2024 | Sale | −2,000 | $3.00 | $6.00K | 172,006 |
| Anthony George Evers Chief Financial Officer | Jul 3, 2024 | Sale | −36,667 | $3.01 | $110.37K | 174,006 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Jul 2, 2024 | Sale(10b5-1 plan) | −20,915 | $3.05 | $63.79K | 5,688,046 |
| Anthony George Evers Chief Financial Officer | Jul 1, 2024 | Award | +66,667 | – | – | 210,673 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Jul 1, 2024 | Award | +83,333 | – | – | 5,708,961 |
| Kevin Brian Cox CEO and Chairman of Board, Director | Jun 1, 2024 | Award | +83,334 | – | – | 5,620,428 |
| Anthony George Evers Chief Financial Officer | Jun 1, 2024 | Award | +66,667 | – | – | 144,006 |
| Kevin Brian Cox CEO and Chairman, Director | May 1, 2024 | Award | +83,334 | – | – | 5,537,094 |
| Anthony George Evers Chief Financial Officer | May 1, 2024 | Award | +66,667 | – | – | 77,339 |
| Richard Earl Schurfeld Director | Apr 25, 2024 | Award | +14,880 | – | – | 57,081 |
| Laurie Weisberg Director | Apr 25, 2024 | Award | +14,880 | – | – | 14,880 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anthony George Evers Officer | Dec 4, 2025 | 175,966 | $299.14K | Dec 4, 2025 | RSU Vest |
| B. Cox Kevin Director, Officer | Dec 3, 2024 | 35,180 | $65.43K | Dec 3, 2024 | RSA |
| David C. Ansani Officer | Dec 2, 2024 | 8,335 | $15.50K | Dec 2, 2024 | RSU Grant Vest |
| B. Cox Kevin Director, Officer, 10% Stockholder | Nov 4, 2024 | 31,700 | $50.72K | Nov 4, 2024 | RSA |
| Anthony George Evers Officer | Nov 1, 2024 | 36,667 | $58.67K | Nov 1, 2024 | RSU Vest |
| David C. Ansani Officer | Nov 1, 2024 | 8,333 | $13.33K | Nov 1, 2024 | RSU Vest |
| Anthony George Evers Officer | Oct 2, 2024 | 36,667 | $61.10K | Oct 2, 2024 | RSU Vest |
| David C. Ansani Officer | Oct 2, 2024 | 8,333 | $13.88K | Oct 2, 2024 | RSU Vest |
| B. Cox Kevin Director, Officer, 10% Stockholder | Oct 2, 2024 | 32,375 | $57.95K | Oct 2, 2024 | RSA |
| Anthony George Evers Officer | Sep 11, 2024 | 2,000 | $6.00K | Jul 15, 2024 | RSU VEST |
| Anthony George Evers Officer | Sep 11, 2024 | 36,667 | $101.97K | Aug 1, 2024 | RSU VEST |
| Anthony George Evers Officer | Sep 11, 2024 | 2,000 | $6.00K | Jul 11, 2024 | RSU VEST |
| Anthony George Evers Officer | Sep 4, 2024 | 3,333 | $4.88K | Sep 4, 2024 | RSU Vest |
| B. Cox Kevin Director, Officer, 10% Stockholder | Sep 3, 2024 | 35,100 | $57.56K | Sep 3, 2024 | Restricted Stock Units |
| Anthony George Evers Officer | Sep 3, 2024 | 33,334 | $51.25K | Sep 3, 2024 | RSU Vest |