Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SurgePays, Inc.SURG · Entity 8365 | Director | July 31, 2026 | September 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SurgePays, Inc.
Report date July 31, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Shares (Common Stock)SEC Table I · non-derivative | Direct | 486,805 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 315,179 · Balance 486,805 F1: Consists of restricted shares awarded pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, executed on July 31, 2026, by and between SurgePays, Inc. (the "Company") and Mr. May (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until the earlier of (i) the date that the director no longer serves as a director of the Company other than as a result of a termination for Cause (as defined in the RSA Agreement); (ii) the occurrence of a Change of Control (as defined in the 2022 Plan); or (iii) June 24, 2029. F2: Includes (i) 156,626 shares held by Mr. May, and (ii) 15,000 shares issuable pursuant to previous restricted share awards, but does not include 41,750 shares held by XIV LLC, which shares are deemed to be owed by Mr. May. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted shares awarded pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, executed on July 31, 2026, by and between SurgePays, Inc. (the "Company") and Mr. May (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until the earlier of (i) the date that the director no longer serves as a director of the Company other than as a result of a termination for Cause (as defined in the RSA Agreement); (ii) the occurrence of a Change of Control (as defined in the 2022 Plan); or (iii) June 24, 2029.
F2: Includes (i) 156,626 shares held by Mr. May, and (ii) 15,000 shares issuable pursuant to previous restricted share awards, but does not include 41,750 shares held by XIV LLC, which shares are deemed to be owed by Mr. May.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Sep 8, 2026 15:19 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 315,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-041730 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 486,805 F1 · security: Consists of restricted shares awarded pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, executed on July 31, 2026, by and between SurgePays, Inc. (the "Company") and Mr. May (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until the earlier of (i) the date that the director no longer serves as a director of the Company other than as a result of a termination for Cause (as defined in the RSA Agreement); (ii) the occurrence of a Change of Control (as defined in the 2022 Plan); or (iii) June 24, 2029. F2 · balance_after: Includes (i) 156,626 shares held by Mr. May, and (ii) 15,000 shares issuable pursuant to previous restricted share awards, but does not include 41,750 shares held by XIV LLC, which shares are deemed to be owed by Mr. May. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:57 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon Stock | 34,716 | $0.53 | $18,243.26 |
DisclosureSEC source: 0001493152-26-027514 · ownership.xml · nonDerivative · entry 3 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,626 F1 · security: Purchased pursuant to limit order for 40,250 shares at $0.5255 entered June 3, 2026. The Amount of Securities Beneficially Owned Following Reported Transaction(s) reported in column 5 does not include other shares of common stock deemed to be beneficially owned by Mr. May (41,750 shares held in the name of XIV LLC, 15,000 shares issuable pursuant to previous restricted share awards, or 12,295 shares held in the name Mr. May's spouse). F1 · price: Purchased pursuant to limit order for 40,250 shares at $0.5255 entered June 3, 2026. The Amount of Securities Beneficially Owned Following Reported Transaction(s) reported in column 5 does not include other shares of common stock deemed to be beneficially owned by Mr. May (41,750 shares held in the name of XIV LLC, 15,000 shares issuable pursuant to previous restricted share awards, or 12,295 shares held in the name Mr. May's spouse). Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 20:57 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon Stock | 121 | $0.53 | $63.59 |
DisclosureSEC source: 0001493152-26-027514 · ownership.xml · nonDerivative · entry 2 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,910 F1 · security: Purchased pursuant to limit order for 40,250 shares at $0.5255 entered June 3, 2026. The Amount of Securities Beneficially Owned Following Reported Transaction(s) reported in column 5 does not include other shares of common stock deemed to be beneficially owned by Mr. May (41,750 shares held in the name of XIV LLC, 15,000 shares issuable pursuant to previous restricted share awards, or 12,295 shares held in the name Mr. May's spouse). Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 20:57 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon Stock | 5,413 | $0.53 | $2,844.53 |
DisclosureSEC source: 0001493152-26-027514 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,789 F1 · security: Purchased pursuant to limit order for 40,250 shares at $0.5255 entered June 3, 2026. The Amount of Securities Beneficially Owned Following Reported Transaction(s) reported in column 5 does not include other shares of common stock deemed to be beneficially owned by Mr. May (41,750 shares held in the name of XIV LLC, 15,000 shares issuable pursuant to previous restricted share awards, or 12,295 shares held in the name Mr. May's spouse). Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 02:37 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock | 10,000 | $1.62 | $16,200.00 |
DisclosureSEC source: 0001493152-25-027343 · ownership.xml · nonDerivative · entry 2 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,116 Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 02:37 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock | 28,422 | $1.60 | $45,446.78 |
DisclosureSEC source: 0001493152-25-027343 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,116 F1 · date: The beneficial owner effected four separate block purchases on December 10, 2025. The transactions are reported according to the different share prices. F2 · shares: Three of the four purchases, totaling an aggregate of 28,422 shares (25,256 shares, 3,161 shares, and 5 shares), are reported as a single transaction. Each of the separate transactions will be provided at the request of the SEC. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:05 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 63,000 | $2.81 | $177,282.00 |
DisclosureSEC source: 0001641172-25-014515 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,694 F1 · price: Based upon shares sold at a high price of $2.84, a low price of $2.77, and an average of $2.814. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:15 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock (Restricted Share Award) | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-029828 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 F1 · kind: These shares were issued to Mr. May pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement (the "RSA Agreement"), dated August 18, 2023, by and between SurgePays, Inc. (the "Company") and Mr. May. The RSA Agreement provides that the shares will become fully vested upon the earliest to occur of (a) the director no longer serves as a director of the Company for any reason (including, but not limited to, upon death or disability that renders the director incapable of providing services to the Company) other than a Termination of Service for Cause (as defined in the RSA Agreement), (b) upon the occurrence of a Change in Control (as defined in the 2022 Plan), or (c) the fifth anniversary of the award date. Read SEC document |
| April 22, 2022 Filed Apr 27, 2022 21:38 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-22-011360 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,344 F1 · price: The shares were acquired at various prices throughout the day ranging from $3.49 to $3.62 per share. Read SEC document |
| January 11, 2022 Filed Jan 18, 2022 17:53 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 38,390 | $2.06 | $79,083.40 |
DisclosureSEC source: 0001493152-22-001439 · ownership.xml · nonDerivative · entry 2 May David Allen · CIK 0001879053 · Director · DIRECTOR 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 106,344 F2 · price: The shares were acquired at various prices throughout the day. The price reflected is an average of the per share price from the trading day. F3 · ownership.direct: Purchased by an IRA of the reporting person F3 · ownership.nature: Purchased by an IRA of the reporting person Read SEC document |
| January 10, 2022 Filed Jan 18, 2022 17:53 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 53,782 | $1.87 | $100,572.34 |
DisclosureSEC source: 0001493152-22-001439 · ownership.xml · nonDerivative · entry 1 May David Allen · CIK 0001879053 · Director · DIRECTOR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,954 F1 · price: The shares were acquired at various prices throughout the day. The price reflected is an average of the per share price from the trading day. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.