Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SurgePays, Inc.SURG · Entity 8365 | Chief Financial Officer | December 31, 2025 | January 05, 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 December 31, 2025 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Common StockSEC Table I · non-derivative | Direct | 414,924 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 200,000 · Balance 414,924 F1: Represents a restricted stock award vesting as to 200,000 RSAs on December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock award vesting as to 200,000 RSAs on December 31, 2025.
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 |
|---|---|---|---|---|---|---|
| December 31, 2025 Filed Jan 5, 2026 14:15 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantShares of Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-000285 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414,924 F1 · kind: Represents a restricted stock award vesting as to 200,000 RSAs on December 31, 2025. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 17:04 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 36,666 | $1.86 | $68,198.76 |
DisclosureSEC source: 0001493152-24-048625 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,924 F1 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. Read SEC document |
| November 01, 2024 Filed Nov 15, 2024 21:30 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 36,667 | $1.60 | $58,667.20 |
DisclosureSEC source: 0001493152-24-046301 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,590 F1 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 20:17 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 36,667 | $1.54 | $56,379.18 |
DisclosureSEC source: 0001493152-24-039377 · ownership.xml · nonDerivative · entry 2 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,257 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 $1.75, a low price of $1.61, and an average of $1.67. 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 20:17 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-039377 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,924 F1 · shares: Represents a restricted stock award vesting as to 66,667 RSAs on December 1, 2024. F2 · balance_after: Includes restricted stock awards in the amount of (i) 66,667 vested on July 1, 2024, (ii) 66,667 vested on August 1, 2024, (iii) 66,667 vested on September 1, 2024, (iv) 66,667 vested on October 1, 2024, and (v) 66,667 vesting on November 1, 2024. Read SEC document |
| September 04, 2024 Filed Sep 4, 2024 16:17 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 3,333 | $1.46 | $4,878.18 |
DisclosureSEC source: 0001493152-24-034946 · ownership.xml · nonDerivative · entry 3 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,257 F3 · kind: The purpose of the sale is solely to cover taxes with vesting of restricted share awards. Read SEC document |
| September 03, 2024 Filed Sep 4, 2024 16:17 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 33,334 | $1.54 | $51,254.36 |
DisclosureSEC source: 0001493152-24-034946 · ownership.xml · nonDerivative · entry 2 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,590 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 $1.62, a low price of $1.50, and an average of $1.5376. 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 16:17 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-034946 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,924 F1 · shares: Represents a restricted stock award vesting as to 66,667 RSAs on November 1, 2024. F2 · balance_after: Includes restricted stock awards in the amount of (i) 66,667 vested on July 1, 2024, (ii) 66,667 vested on August 1, 2024, (iii) 66,667 vested on September 1, 2024, and (iv) 66,667 vesting on October 1, 2024. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 12:48 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 8,333 | $2.78 | $23,174.07 |
DisclosureSEC source: 0001493152-24-030188 · ownership.xml · nonDerivative · entry 3 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,257 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 $2.91, a low price of $2.75, and an average of $2.781. 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 12:48 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-030188 · ownership.xml · nonDerivative · entry 2 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,590 F1 · shares: Represents a restricted stock award vesting as to 66,667 RSAs on October 1, 2024. F2 · balance_after: Includes restricted stock awards in the amount of (i) 66,667 vested on July 1, 2024, (ii) 66,667 vested on August 1, 2024, and (iii) 66,667 vesting on September 1, 2024. Read SEC document |
| July 31, 2024 Filed Aug 5, 2024 12:48 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 83 | $3.00 | $249.00 |
DisclosureSEC source: 0001493152-24-030188 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,923 Read SEC document |
| July 15, 2024 Filed Jul 16, 2024 19:53 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 2,000 | $3.00 | $6,000.00 |
DisclosureSEC source: 0001493152-24-028013 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,006 Read SEC document |
| July 11, 2024 Filed Jul 12, 2024 18:13 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 2,000 | $3.00 | $6,000.00 |
DisclosureSEC source: 0001493152-24-027062 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,006 Read SEC document |
| July 03, 2024 Filed Jul 3, 2024 22:31 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleShares of Common Stock | 36,667 | $3.01 | $110,323.67 |
DisclosureSEC source: 0001493152-24-026258 · ownership.xml · nonDerivative · entry 2 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,006 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 $3.08, a low price of $2.96, and an average of $3.0088. 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 22:31 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-026258 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,673 F1 · shares: Represents a restricted stock award vesting as to 66,667 RSAs on September 1, 2024. F2 · balance_after: Includes restricted stock awards in the amount of (i) 66,667 vested on July 1, 2024, and (ii) 66,667 vesting on August 1, 2024. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 10:05 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-022464 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,006 F1 · shares: Represents a restricted stock award granted to the Reporting Person pursuant to the Issuer's 2022 Omnibus Securities and Incentive Plan. The award will vest as to 66,667 RSAs on July 1, 2024, 66,667 RSAs on August 1, 2024, 66,667 RSAs on September 1, 2024, 66,667 RSAs on October 1, 2024, 66,666 RSAs on November 1, 2024, 66,666 RSAs on December 1, 2024, and 200,000 RSAs on December 31, 2025, in each case, subject to Executive's continued employment with the Company through the applicable vesting date. 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 7,271 shares of Common Stock (held in Mr. Evers' IRA) and options that are currently exercisable, and 66,667 RSAs considered 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) | 66,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-017721 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,339 F1 · shares: Represents a restricted stock award granted to the Reporting Person pursuant to the Issuer's 2022 Omnibus Securities and Incentive Plan. The award will vest as to 66,667 RSAs on July 1, 2024, 66,667 RSAs on August 1, 2024, 66,667 RSAs on September 1, 2024, 66,667 RSAs on October 1, 2024, 66,666 RSAs on November 1, 2024, 66,666 RSAs on December 1, 2024, and 200,000 RSAs on December 31, 2025, in each case, subject to Executive's continued employment with the Company through the applicable vesting date. 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 7,271 shares of Common Stock (held in Mr. Evers' IRA) and options that are currently exercisable. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 20:39 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 36,949 | $0.08 | $2,955.92 |
DisclosureSEC source: 0001493152-20-020386 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,549 Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 20:56 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,000 | $0.09 | $445.00 |
DisclosureSEC source: 0001493152-20-020313 · ownership.xml · nonDerivative · entry 2 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,600 Read SEC document |
| October 29, 2020 Filed Nov 2, 2020 20:56 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,000 | $0.09 | $468.50 |
DisclosureSEC source: 0001493152-20-020313 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,600 Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 20:21 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 5,000 | $0.10 | $475.00 |
DisclosureSEC source: 0001493152-20-020231 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,600 Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 20:28 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 50,000 | $0.10 | $5,000.00 |
DisclosureSEC source: 0001493152-20-020127 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,600 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 21:13 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 50,000 | $0.10 | $5,000.00 |
DisclosureSEC source: 0001493152-20-020053 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,600 Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 20:45 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseCommon stock, $0.001 par value per share | 9,100 | $0.10 | $910.00 |
DisclosureSEC source: 0001493152-20-019829 · ownership.xml · nonDerivative · entry 1 Evers Anthony George · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,600 Read SEC document |
| October 14, 2020 Filed Oct 16, 2020 01:39 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock, $0.001 par value per share | 50,000 | $0.10 | $5,000.00 |
DisclosureSEC source: 0001493152-20-019525 · ownership.xml · nonDerivative · entry 3 Evers Anthony Geogre · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,500 Read SEC document |
| October 13, 2020 Filed Oct 16, 2020 01:39 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock, $0.001 par value per share | 50,000 | $0.10 | $5,000.00 |
DisclosureSEC source: 0001493152-20-019525 · ownership.xml · nonDerivative · entry 2 Evers Anthony Geogre · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,500 Read SEC document |
| October 12, 2020 Filed Oct 16, 2020 01:39 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock, $0.001 par value per share | 100,000 | $0.10 | $10,000.00 |
DisclosureSEC source: 0001493152-20-019525 · ownership.xml · nonDerivative · entry 1 Evers Anthony Geogre · CIK 0001828251 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,500 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.