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SurgePays, Inc. Form 4 Filings

SURG NASDAQ

Every Form 4 that SurgePays, Inc. (SURG) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow SURG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SURG filings page.

Rhea-AI Summary

SurgePays, Inc. (symbol: SURG) is the issuer of record for a Form 4 filing submitted to the SEC. May David Allen reported acquisition or exercise transactions in this Form 4 filing.

SurgePays, Inc. (SURG) reported that director David Allen May received a grant of 315,179 restricted shares of common stock on July 31, 2026 under the company’s 2022 Omnibus Securities and Incentive Plan. These shares vest only upon the earlier of Mr. May ceasing to serve as a director (other than for Cause), a Change of Control, or June 24, 2029. Following this award, Mr. May is reported with 486,805 shares held directly, including 156,626 currently held shares and 15,000 shares issuable from prior restricted awards, but excluding 41,750 shares held by XIV LLC that are described as deemed to be owed by him. No Rule 10b5-1 trading plan is reported.

Rhea-AI Summary

SurgePays, Inc. director David Allen May reported open-market purchases of 40,250 shares of common stock at $0.5255 per share. These buys were executed over three days as part of a single limit order entered on June 3, 2026.

Following the latest purchase, he directly holds 156,626 common shares. A footnote explains that this does not include additional common stock deemed beneficially owned, including 41,750 shares held by XIV LLC, 15,000 shares from prior restricted share awards, and 12,295 shares held by his spouse.

Rhea-AI Summary

Cox Kevin Brian reported acquisition or exercise transactions in this Form 4 filing.

SurgePays, Inc. granted CEO and Chairman Kevin Brian Cox 500,000 shares of common stock on June 1, 2026 as an equity award under his amended employment agreement and the company’s 2022 Omnibus Securities and Incentive Plan. This was a compensation grant at no stated purchase price, not an open-market transaction.

After the award, Mr. Cox directly held 1,800,000 shares of common stock. He is also deemed to beneficially own additional shares held through related entities, including a marital trust and family investment LLCs, which together represent several million more shares.

Rhea-AI Summary

SurgePays, Inc. CEO and Chairman Kevin Brian Cox reported several stock transactions involving company common shares. On March 23, 2026, he elected to convert $1,000,000 owed to him under a consolidated promissory note into 800,000 shares of common stock at $1.25 per share, issued under the 2022 Omnibus Securities and Incentive Plan.

On March 24, 2026, he made a bona fide gift of 270,745 shares to the LC Marital Trust Dated May 17, 2021. On April 1, 2026, he was awarded an additional 500,000 shares pursuant to his employment agreement and the same incentive plan, resulting in 1,300,000 shares held directly.

Following these transactions, Mr. Cox is also deemed to beneficially own 270,745 shares via the LC Marital Trust, 4,569,384 shares through BLC Family Investments LLC, and 561,758 shares through SMDMM Funding LLC.