Comparable stake leader
Bradley James Crosby
SEC ownership of SurgePays, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001392694.
Disclosed value leader
Kevin Brian Cox
Comparable rows
37/45
Latest evidence
31 Jul 2026
- Public ticker
- SURG on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Bradley James Crosby
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
37 of 45
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Bradley James Crosby
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001392694
- Issuer location
- Bartlett, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SurgePays, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Bradley James Crosby
Disclosed value leader
Kevin Brian Cox
Comparable rows
37/45
Latest evidence
31 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 6%
8 rows are not safely comparable across share classes.
13D/G row: Bradley James Crosby
Showing 1-8 of 45 holder rows.
Quick read
Bradley James Crosby leads the comparable SEC ownership view at 6%.
37 of 45 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Bradley James Crosby's linked filing trail.
Comparable ownership
Top 5
Bradley James Crosby
6%
Anthony George Evers
2%
VANGUARD CAPITAL MANAGEMENT LLC
2.8%
Gaddis Premier Wealth Advisors LLC
2.1%
Millennium Capital Advisors, LLC
1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 45 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bradley James Crosby |
13D/G
|
6%
|
$3,505,141
1,217,063 shares
|
$0 | 18 Aug 2025 |
| Anthony George Evers |
3/4/5
Chief Financial Officer
|
2%
|
$705,370
414,924 shares
|
— | 31 Dec 2025 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.8%
|
$204,816
567,358 shares
|
— | 30 Jun 2026 |
| Gaddis Premier Wealth Advisors LLC |
13F
Company
|
2.1%
|
$158,222
438,287 shares
|
— | 30 Jun 2026 |
| Millennium Capital Advisors, LLC |
13F
Company
|
1%
|
$75,810
210,000 shares
|
— | 30 Jun 2026 |
| Cable Car Capital, LP |
13F
Company
|
0.89%
|
$65,582
181,667 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.83%
|
$60,890
168,647 shares
|
— | 30 Jun 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.41%
|
$30,048
83,235 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$82,798.
Buys
$82,798
Insiders: 1
Sells
$0
Insiders: 0
Net
+$82,798
Shares: +78,672
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 78,672
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 40,250 | 0 | $21,151 | $0 | +$21,151 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 38,422 | 0 | $61,647 | $0 | +$61,647 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to SurgePays, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
Kevin Brian Cox
Net 12M change
+$82,798
Latest report
31 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Kevin Brian Cox | CEO & Chairman, Director, 10%+ Owner | $19,162,154 | Mixed | 01 Jun 2026 | ||
| Anthony P. Nuzzo Jr. | PRESIDENT, Director, 10%+ Owner | $8,216,382 | Mixed | 10 Sep 2021 | ||
| Anthony George Evers | Chief Financial Officer | $705,370 | Mixed | 31 Dec 2025 | ||
| David Allen May | Director | $82,306 | +$82,798 | +101% | Filing P/S | 31 Jul 2026 |
| Richard Earl Schurfeld | Director | $77,892 | Filing P/S | 22 May 2025 | ||
| John Mott | CHIEF TECHNOLOGY OFFICER, Director | $44,340 | Filing P/S | 03 Jun 2022 | ||
| Laurie Weisberg | Director | $14,368 | Filing P/S | 31 Jul 2026 | ||
| Jeremy Gies | President | $453 | Mixed | 08 Jan 2024 | ||
| David N. Keys | Director | Mixed | 31 Jul 2026 |
Recent insider transactions for SurgePays, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Laurie Weisberg | SURG | Restricted Shares (Common Stock) | Award | 343.8% | 315,179 | 406,868 | 31 Jul 2026 | Direct | ||
| David N. Keys | SURG | Restricted Shares (Common Stock) | Award | 325.3% | 315,179 | 412,059 | 31 Jul 2026 | Direct | ||
| David Allen May | SURG | Restricted Shares (Common Stock) | Award | 183.6% | 315,179 | 486,805 | 31 Jul 2026 | Direct | ||
| David Allen May | SURG | Common Stock | Purchase | 28.5% | $18,243 | $0.5255 | 34,716 | 156,626 | 05 Jun 2026 | Direct |
| David Allen May | SURG | Common Stock | Purchase | 0.1% | $63.59 | $0.5255 | 121 | 121,910 | 04 Jun 2026 | Direct |
| David Allen May | SURG | Common Stock | Purchase | 4.65% | $2,845 | $0.5255 | 5,413 | 121,789 | 03 Jun 2026 | Direct |
| Kevin Brian Cox | SURG | Common Stock | Award | 38.5% | 500,000 | 1,800,000 | 01 Jun 2026 | Direct | ||
| Kevin Brian Cox | SURG | Common Stock | Award | 62.5% | 500,000 | 1,300,000 | 01 Apr 2026 | Direct | ||
| Kevin Brian Cox | SURG | Common Stock | Gift | 270,745 | 270,745 | 24 Mar 2026 | By LC Marital Trust Dated May 17, 2021 | |||
| Kevin Brian Cox | SURG | Common Stock | Gift | -25.3% | -270,745 | 800,000 | 24 Mar 2026 | Direct | ||
| Kevin Brian Cox | SURG | Common Stock | Award | 295.5% | 800,000 | 1,070,745 | 23 Mar 2026 | Direct | ||
| Anthony George Evers | SURG | Shares of Common Stock | Award | 93.1% | 200,000 | 414,924 | 31 Dec 2025 | Direct | ||
| David Allen May | SURG | Shares of Common Stock | Purchase | 32.1% | $61,647 | $1.60 | 38,422 | 158,116 | 10 Dec 2025 | Direct |
* marks a reported price that did not pass the local price check.