Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SurgePays, Inc.SURG · Entity 8365 | Director | May 22, 2025 | May 27, 2025 |
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 May 22, 2025 · Filed May 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Shares (Common Stock)SEC Table I · non-derivative | Direct | 97,501 |
Reported balance
After 2025-05-22 transaction · row 1
1 source rowRow 1 · 2025-05-22 · Grant · Acquired 50,000 · Balance 97,501 F1: These shares were issued pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, dated May 22, 2025, by and between SurgePays, Inc. (the "Company") and Mr. Schurfeld (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until 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) August 8, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, dated May 22, 2025, by and between SurgePays, Inc. (the "Company") and Mr. Schurfeld (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until 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) August 8, 2028.
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 |
|---|---|---|---|---|---|---|
| May 22, 2025 Filed May 27, 2025 16:30 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-012494 · ownership.xml · nonDerivative · entry 1 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,501 F1 · shares: These shares were issued pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, dated May 22, 2025, by and between SurgePays, Inc. (the "Company") and Mr. Schurfeld (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until 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) August 8, 2028. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 16:30 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock | 700 | $1.64 | $1,147.86 |
DisclosureSEC source: 0001493152-24-046995 · ownership.xml · nonDerivative · entry 2 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,501 Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 16:30 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock | 2,800 | $1.59 | $4,445.56 |
DisclosureSEC source: 0001493152-24-046995 · ownership.xml · nonDerivative · entry 1 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,801 Read SEC document |
| September 13, 2024 Filed Sep 20, 2024 09:04 UTC | SurgePays, Inc. SURG · Entity 8365 | PurchaseShares of Common Stock | 1,800 | $1.50 | $2,700.00 |
DisclosureSEC source: 0001493152-24-037261 · ownership.xml · nonDerivative · entry 3 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,001 Read SEC document |
| September 11, 2024 Filed Sep 20, 2024 09:04 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleWarrants | 22,900 | $0.01 | $210.68 |
DisclosureSEC source: 0001493152-24-037261 · ownership.xml · nonDerivative · entry 2 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 09, 2024 Filed Sep 20, 2024 09:04 UTC | SurgePays, Inc. SURG · Entity 8365 | SaleWarrants | 100 | $0.03 | $3.00 |
DisclosureSEC source: 0001493152-24-037261 · ownership.xml · nonDerivative · entry 1 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,900 Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 16:30 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantRestricted Shares (Common Stock) | 14,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-24-016569 · ownership.xml · nonDerivative · entry 1 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,081 F1 · shares: These shares were issued pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, dated April 25, 2024, by and between SurgePays, Inc. (the "Company") and Mr. Schurfeld (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until 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 fourth anniversary of the award date. Read SEC document |
| August 08, 2023 Filed Aug 15, 2023 16:15 UTC | SurgePays, Inc. SURG · Entity 8365 | GrantCommon Stock (Restricted Share Award) | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-028976 · ownership.xml · nonDerivative · entry 1 Schurfeld Richard Earl · CIK 0001960401 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 F1 · kind: These shares were issued to Mr. Schurfeld pursuant to the provisions of the SurgePays, Inc. 2022 Omnibus Securities and Incentive Plan (the "2022 Plan") and a Restricted Share Award Agreement, dated August 8, 2023, by and between SurgePays, Inc. (the "Company") and Mr. Schurfeld (the "RSA Agreement"). The RSA Agreement provides that the shares will not vest until 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.