Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Energys Group LtdENGS · Entity 6664 | Director · Chief Executive Officer | March 18, 2026 | October 07, 2026 |
| SurgePays, Inc.SURG · Entity 8365 | Director · CEO & Chairman · 10% owner | June 01, 2026 | June 03, 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.
Energys Group Ltd
Report date March 18, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value US$0.0001SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Series A Convertible Preferred SharesSEC Table II · derivative / convertible security · Conversion / exercise price $2.50 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-03-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: There is no expiration date on the conversion of the preferred shares. |
Filing footnotes · ownership attribution and instrument terms
F1: There is no expiration date on the conversion of the preferred shares.
SurgePays, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,800,000 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 500,000 · Balance 1,800,000 F1: On June 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,800,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,800,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 20:15 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-027061 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,800,000 F1 · security: On June 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,800,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC. F1 · price: On June 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,800,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC. Read SEC document |
| April 01, 2026 Filed Apr 7, 2026 19:44 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-015498 · ownership.xml · nonDerivative · entry 4 Cox Kevin Brian · CIK 0001784994 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,300,000 F3 · security: On April 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,300,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC. F3 · price: On April 1, 2026, the issuer awarded Mr. Cox 500,000 shares pursuant to Mr. Cox's employment agreement with the issuer, as amended, and the issuer's 2022 Omnibus Securities and Incentive Plan. Following the award, Mr. Cox directly held 1,300,000 shares of common stock, and Mr. Cox is also deemed to beneficially own the following shares: (i) 270,745 shares of common stock held in the name of the LC Marital Trust Dated May 17, 2021, (ii) 4,569,384 shares held in the name of BLC Family Investments LLC, and (iii) 561,758 shares held in the name of SMDMM Funding LLC. Read SEC document |
| March 24, 2026 Filed Apr 7, 2026 19:44 UTC | SurgePays, Inc. SURG · Entity 8365 | GiftCommon Stock | 270,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-015498 · ownership.xml · nonDerivative · entry 3 Cox Kevin Brian · CIK 0001784994 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By LC Marital Trust Dated May 17, 2021 Disclosed balance after: 270,745 F2 · security: On March 24, 2026, Mr. Cox transferred 270,745 to a family trust, the LC Marital Trust Dated May 17, 2021, for no consideration. F2 · price: On March 24, 2026, Mr. Cox transferred 270,745 to a family trust, the LC Marital Trust Dated May 17, 2021, for no consideration. Read SEC document |
| March 24, 2026 Filed Apr 7, 2026 19:44 UTC | SurgePays, Inc. SURG · Entity 8365 | GiftCommon Stock | 270,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-015498 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800,000 F2 · security: On March 24, 2026, Mr. Cox transferred 270,745 to a family trust, the LC Marital Trust Dated May 17, 2021, for no consideration. F2 · price: On March 24, 2026, Mr. Cox transferred 270,745 to a family trust, the LC Marital Trust Dated May 17, 2021, for no consideration. Read SEC document |
| March 23, 2026 Filed Apr 7, 2026 19:44 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock | 800,000 | $1.25 | $1,000,000.00 |
DisclosureSEC source: 0001493152-26-015498 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070,745 F1 · security: On March 23, 2026, Mr. Cox elected to convert $1,000,000 owed to him by the issuer under the consolidated promissory note issued by the issuer to Mr. Cox on or about March 12, 2024, into shares of issuer common stock at $1.25/share (into 800,000 shares of common stock). Those shares were awarded to Mr. Cox on or about March 23, 2026, pursuant to the issuer's 2022 Omnibus Securities and Incentive Plan. F1 · price: On March 23, 2026, Mr. Cox elected to convert $1,000,000 owed to him by the issuer under the consolidated promissory note issued by the issuer to Mr. Cox on or about March 12, 2024, into shares of issuer common stock at $1.25/share (into 800,000 shares of common stock). Those shares were awarded to Mr. Cox on or about March 23, 2026, pursuant to the issuer's 2022 Omnibus Securities and Incentive Plan. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:33 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock) | 15,073 | $2.75 | $41,450.75 |
DisclosureSEC source: 0001641172-25-011482 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,785,163 F1 · price: Based upon shares purchased at an average price of $2.75 per share, with a low price of $2.75 per share and a high price of $2.76 per share. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 17:04 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 35,180 | $1.82 | $64,083.89 |
DisclosureSEC source: 0001493152-24-048624 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,770,090 F1 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F2 · price: Based upon shares sold at a high price of $1.88, a low price of $1.77, and an average of $1.8216. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| November 04, 2024 Filed Nov 15, 2024 21:30 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 31,700 | $1.60 | $50,561.50 |
DisclosureSEC source: 0001493152-24-046300 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,805,270 F1 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F2 · price: Based upon shares sold at a high price of $1.63, a low price of $1.57, and an average of $1.5947. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 20:19 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 32,375 | $1.75 | $56,708.05 |
DisclosureSEC source: 0001493152-24-039379 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,836,970 F3 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F4 · price: Based upon shares sold at a high price of $1.85, a low price of $1.62, and an average of $1.7516. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:19 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-039379 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,869,345 F1 · shares: Consists of an RSA grant in the amount of 83,333 set to vest on December 1, 2024. F2 · balance_after: Includes (i) 83,334 RSAs that vested on July 1, 2024, (ii) 83,334 RSAs that vested on August 1, 2024, (iii) 83,333 RSAs vested on September 1, 2024, (iv) 83,333 RSAs vested on October 1, 2024, and (v) 83,333 RSAs vesting on November 1, 2024. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 15:51 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 35,100 | $1.48 | $51,884.82 |
DisclosureSEC source: 0001493152-24-034942 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,786,012 F3 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F4 · price: Based upon shares sold at a high price of $1.55, a low price of $1.43, and an average of $1.4782. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| September 01, 2024 Filed Sep 4, 2024 15:51 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-034942 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,821,112 F1 · shares: Consists of an RSA grant in the amount of 83,333 set to vest on November 1, 2024. F2 · balance_after: Includes (i) 83,334 RSAs that vested on July 1, 2024, (ii) 83,334 RSAs that are set to vested on August 1, 2024, (iii) RSAs vested on September 1, 2024, and (iv) RSAs vesting on October 1, 2024. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 12:47 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 33,600 | $2.60 | $87,326.40 |
DisclosureSEC source: 0001493152-24-030187 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,737,779 F3 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F4 · price: Based upon shares sold at a high price of $2.71, a low price of $2.55, and an average of $2.599. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 12:47 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-030187 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,771,379 F1 · shares: Consists of an RSA grant in the amount of 83,333 set to vest on October 1, 2024. F2 · balance_after: Includes (i) 83,334 RSAs that vested on July 1, 2024, (ii) 83,334 RSAs that are set to vested on August 1, 2024, and (iii) RSAs vesting on September 1, 2024. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 20:09 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock) | 20,915 | $3.05 | $63,826.31 |
DisclosureSEC source: 0001493152-24-026214 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,688,046 F3 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. F4 · price: Based upon shares sold at a high price of $3.11, a low price of $3.00, and an average of $3.0517. The full breakdown of the prices for all shares sold will be provided at the request of the SEC. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:09 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-026214 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,708,961 F1 · shares: Consists of an RSA grant in the amount of 83,333 set to vest on September 1, 2024. F2 · balance_after: Includes (i) 83,334 RSAs that vested on July 1, 2024, and (ii) 83,334 RSAs that are set to vest on each of August 1, and September 1, 2024. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 10:02 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-022461 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman of Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,620,428 F1 · shares: Each year of the Initial Term or any Renewal Term thereafter for a minimum of five (5) years, the Company shall grant Executive 500,000 (Five Hundred Thousand) Restricted Shares ("RSAs" and each grant, an "RSA Grant") pursuant to the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "Plan"). The RSA Grants shall be fully vested on each grant date, in each case subject to Executive's continued employment with the Company through the applicable grant date. Pursuant to this Section 3.03, the Company shall make the following RSA Grants to Executive: 83,334 RSAs on July 1, 2024, 83,334 RSAs on August 1, 2024, 83,333 RSAs on September 1, 2024, 83,333 RSAs on October 1, 2024, 83,333 RSAs on November 1, 2024, 83,333 RSAs on December 1, 2024, 500,000 RSAs on June 1, 2025, 500,000 RSAs on June 1, 2026, 500,000 RSAs on June 1, 2027, 500,000 RSAs on June 1, 2028. F2 · shares: In connection with the vesting schedule above, the vesting due July 1, 2024, is within sixty days of today's date and is thereby considered to be beneficially owned. F3 · balance_after: Includes (i) 4,569,384 shares owned by BLC Family Investments, (ii) 561,758 shares owned by SMDMM, LLC, a Tennessee liability company, (iii) 270,745 shares owned by BC Family Holdings. Mr. Cox is a beneficial owner of all three entities, and (iv) 83,334 RSAs beneficially owned for RSAs set to vest on July 1, 2024. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:30 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 83,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-017718 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CEO and Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,537,094 F1 · shares: Each year of the Initial Term or any Renewal Term thereafter for a minimum of five (5) years, the Company shall grant Executive 500,000 (Five Hundred Thousand) Restricted Shares ("RSAs" and each grant, an "RSA Grant") pursuant to the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "Plan"). The RSA Grants shall be fully vested on each grant date, in each case subject to Executive's continued employment with the Company through the applicable grant date. Pursuant to this Section 3.03, the Company shall make the following RSA Grants to Executive: 83,334 RSAs on July 1, 2024, 83,334 RSAs on August 1, 2024, 83,333 RSAs on September 1, 2024, 83,333 RSAs on October 1, 2024, 83,333 RSAs on November 1, 2024, 83,333 RSAs on December 1, 2024, 500,000 RSAs on June 1, 2025, 500,000 RSAs on June 1, 2026, 500,000 RSAs on June 1, 2027, 500,000 RSAs on June 1, 2028. F2 · shares: In connection with the vesting schedule above, the vesting due July 1, 2024, is within sixty days of today's date and is thereby considered to be beneficially owned. F3 · balance_after: Includes (i) 4,569,384 shares owned by BLC Family Investments, (ii) 561,758 shares owned by SMDMM, LLC, a Tennessee liability company and (iii) 270,745 shares owned by BC Family Holdings. Mr. Cox is a beneficial owner of all three entities. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 13:17 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon Stock, $0.001 par value per share | 5,200 | $4.72 | $24,544.00 |
DisclosureSEC source: 0001493152-23-029083 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,507,894 Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 21:05 UTC | SurgePays, Inc. SURG · Entity 8365 | ConversionSeries A Preferred Stock · Derivative | 10,500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-037135 · ownership.xml · derivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · BLC Family Investments LLC Disclosed balance after: 0 Underlying: Common Stock · 1,050,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each ten shares of Series A Preferred Stock are convertible into one share of Common Stock of the Issuer. The Series A Preferred Stock does not have an expiration date on convertibility. The shares of Series A Preferred Stock are convertible for no additional consideration at the election of the holder. F1 · shares: Each ten shares of Series A Preferred Stock are convertible into one share of Common Stock of the Issuer. The Series A Preferred Stock does not have an expiration date on convertibility. The shares of Series A Preferred Stock are convertible for no additional consideration at the election of the holder. F1 · derivative.expiration_date: Each ten shares of Series A Preferred Stock are convertible into one share of Common Stock of the Issuer. The Series A Preferred Stock does not have an expiration date on convertibility. The shares of Series A Preferred Stock are convertible for no additional consideration at the election of the holder. F2 · ownership.nature: Kevin Brian Cox is the beneficial owner of BLC Family Investments LLC. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 21:05 UTC | SurgePays, Inc. SURG · Entity 8365 | ConversionCommon Stock, $0.001 par value per share | 1,050,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-22-037135 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,502,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Each ten shares of Series A Preferred Stock are convertible into one share of Common Stock of the Issuer. The Series A Preferred Stock does not have an expiration date on convertibility. The shares of Series A Preferred Stock are convertible for no additional consideration at the election of the holder. Read SEC document |
| August 31, 2022 Filed Sep 1, 2022 12:45 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,000 | $4.30 | $21,500.00 |
DisclosureSEC source: 0001493152-22-024810 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,452,694 Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 12:00 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 2,000 | $4.73 | $9,460.00 |
DisclosureSEC source: 0001493152-22-023521 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,449,694 Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 12:00 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,000 | $4.78 | $23,900.00 |
DisclosureSEC source: 0001493152-22-023521 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,447,694 Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 13:29 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 4,900 | $4.39 | $21,511.00 |
DisclosureSEC source: 0001493152-22-015787 · ownership.xml · nonDerivative · entry 3 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,442,694 F4 · price: The shares acquired were purchased at various prices throughout the day. The price reflected is an average of the per share price from the trading day. Read SEC document |
| November 11, 2021 Filed Jun 3, 2022 13:29 UTC | SurgePays, Inc. SURG · Entity 8365 | ConversionSeries C Preferred · Derivative | 603,364 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-22-015787 · ownership.xml · derivative · entry 4 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,016,820 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · derivative.exercise_price: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F1 · price: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · price: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F5 · derivative.expiration_date: The Series C Preferred Stock shares had no expiration date. Following the conversions on November 11, 2021, there are no longer any shares of Series C Preferred Stock outstanding. Read SEC document |
| November 11, 2021 Filed Jun 3, 2022 13:29 UTC | SurgePays, Inc. SURG · Entity 8365 | OtherCommon stock, $0.001 par value per share | 561,758 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-22-015787 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · SMDMM Funding, LLC Disclosed balance after: 561,758 F1 · kind: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · kind: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F1 · shares: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · shares: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F1 · price: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · price: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. Read SEC document |
| November 11, 2021 Filed Jun 3, 2022 13:29 UTC | SurgePays, Inc. SURG · Entity 8365 | ConversionCommon stock, $0.001 par value per share | 3,016,820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001493152-22-015787 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,437,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · kind: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F1 · shares: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · shares: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F1 · price: On November 4, 2021, SurgePays, Inc. (the "Company"), closed on its firm commitment underwritten public offering (the "Offering") of shares of the Company's common stock, par value $0.001 per share (the "Common Stock"), and warrants to purchase shares of Common Stock. As disclosed in the final prospectus filed in connection with the Offering, following the closing of the Offering, on November 11, 2021 the Company issued (i) 3,016,820 shares of Common Stock to Mr. Cox pursuant to the conversion of shares of Series C Preferred Stock held by Mr. Cox and (ii) 561,758 shares of Common Stock to SMDMM Funding, LLC ("SMDMM"), an entity solely controlled by Mr. Cox, as the result of the conversion of $2,415,560 in principal and accrued interest owed to SMDMM. In addition to the final prospectus, the foregoing issuances were previously disclosed in the Company's Current Report on Form 8-K filed on November 17, 2021. F2 · price: Note 1 continued - The ownership of these shares is also disclosed in Item 12 of the Company's Form 10-K filed on March 24, 2022. F3 · balance_after: The Company effected a reverse stock split at a ratio of 1-for-50 on November 2, 2021. The 3,437,794 share amount reported in this Item 6 is the sum of (i) the 21,048,724 shares directly owned by Mr. Cox as reported in his last Form 4 filed on September 14, 2021 divided by 50 which equals 420,974 shares plus the 3,016,820 shares issued pursuant to the conversion of the Series C Preferred Stock. Read SEC document |
| September 09, 2021 Filed Sep 14, 2021 14:25 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 500,000 | $0.10 | $50,000.00 |
DisclosureSEC source: 0001493152-21-022627 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,048,724 Read SEC document |
| February 24, 2021 Filed Mar 1, 2021 18:39 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 120,000 | $0.16 | $18,648.00 |
DisclosureSEC source: 0001493152-21-005059 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,548,724 Read SEC document |
| January 07, 2021 Filed Jan 12, 2021 02:54 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 21,298 | $0.11 | $2,406.67 |
DisclosureSEC source: 0001493152-21-000796 · ownership.xml · nonDerivative · entry 2 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,450,022 F1 · price: The shares acquired were purchased at various prices throughout the day. The Price reflected is an average of the per share price from the trading day. Read SEC document |
| December 28, 2020 Filed Jan 12, 2021 02:54 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 120,000 | $0.15 | $18,000.00 |
DisclosureSEC source: 0001493152-21-000796 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,428,724 Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 23:43 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 100,000 | $0.15 | $15,000.00 |
DisclosureSEC source: 0001493152-20-023077 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,308,724 Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 22:17 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 162,054 | $0.12 | $20,094.70 |
DisclosureSEC source: 0001493152-20-021353 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,208,724 Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 23:41 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 87,500 | $0.09 | $7,437.50 |
DisclosureSEC source: 0001493152-20-020617 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,046,670 Read SEC document |
| November 04, 2020 Filed Nov 4, 2020 21:05 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 157,559 | $0.08 | $12,604.72 |
DisclosureSEC source: 0001641172-20-000021 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,959,170 Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 20:20 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 4,900 | $0.09 | $453.25 |
DisclosureSEC source: 0001493152-20-020230 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,801,611 Read SEC document |
| October 27, 2020 Filed Oct 30, 2020 17:53 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 250,000 | $0.10 | $25,000.00 |
DisclosureSEC source: 0001493152-20-020201 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,796,711 Read SEC document |
| October 22, 2020 Filed Oct 28, 2020 21:14 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 126,800 | $0.10 | $12,680.00 |
DisclosureSEC source: 0001493152-20-020056 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,546,711 Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 18:08 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,625 | $0.11 | $618.75 |
DisclosureSEC source: 0001493152-20-019657 · ownership.xml · nonDerivative · entry 1 Cox Kevin Brian · CIK 0001784994 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,419,911 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.