SurgePays, Inc.

NasdaqCM:SURG Stock Report

Market Cap: US$35.2m

SurgePays Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:SURG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Dec 24SellUS$64,084Kevin CoxIndividual35,180US$1.82
02 Dec 24SellUS$68,199Anthony EversIndividual36,666US$1.86
25 Nov 24BuyUS$13,972Laurie WeisbergIndividual7,808.99US$1.84
15 Nov 24BuyUS$5,593Richard SchurfeldIndividual3,500US$1.64
04 Nov 24SellUS$50,562Kevin CoxIndividual31,700US$1.60
01 Nov 24SellUS$58,667Anthony EversIndividual36,667US$1.60
02 Oct 24SellUS$56,708Kevin CoxIndividual32,375US$1.75
02 Oct 24SellUS$56,379Anthony EversIndividual36,667US$1.54
13 Sep 24BuyUS$2,700Richard SchurfeldIndividual1,800US$1.50
13 Sep 24SellUS$214Richard SchurfeldIndividual23,000US$0.03
04 Sep 24SellUS$56,133Anthony EversIndividual36,667US$1.54
03 Sep 24SellUS$51,885Kevin CoxIndividual35,100US$1.48
02 Aug 24SellUS$87,326Kevin CoxIndividual33,600US$2.60
01 Aug 24SellUS$23,423Anthony EversIndividual8,416US$3.00
15 Jul 24SellUS$6,000Anthony EversIndividual2,000US$3.00
11 Jul 24SellUS$6,000Anthony EversIndividual2,000US$3.00
03 Jul 24SellUS$110,324Anthony EversIndividual36,667US$3.01
02 Jul 24SellUS$63,826Kevin CoxIndividual20,915US$3.05

Insider Trading Volume

Insider Buying: SURG insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of SURG?
Owner TypeNumber of SharesOwnership Percentage
Private Companies10,0000.0503%
Institutions1,887,6689.49%
Individual Insiders6,203,43131.2%
General Public11,779,67859.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 38.6%.

Top Shareholders

Top 25 shareholders own 40.55% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
29%
Kevin Cox
5,770,090US$10.2m-0.28%no data
2.95%
The Vanguard Group, Inc.
587,018US$1.0m10.5%no data
2.59%
Cable Car Capital LLC
515,000US$911.5k28.8%1.12%
1.08%
Anthony Evers
214,924US$380.4k-16.8%no data
0.74%
Geode Capital Management, LLC
148,018US$262.0k11.3%no data
0.71%
David May
140,944US$249.5k0%no data
0.63%
BNY Asset Management
125,721US$222.5k0.57%no data
0.43%
Truvestments Asset Management LLC
84,946US$150.4k23.1%0.04%
0.32%
BlackRock, Inc.
63,778US$112.9k2.07%no data
0.24%
Richard Schurfeld
47,501US$84.1k7.95%no data
0.23%
Bailard, Inc.
45,669US$80.8k-6.36%no data
0.22%
Mariner, LLC
43,400US$76.8k0%no data
0.18%
State Street Global Advisors, Inc.
35,800US$63.4k0%no data
0.17%
Renaissance Technologies LLC
34,400US$60.9k142%no data
0.15%
Perritt Capital Management, Inc.
30,000US$53.1k0%0.03%
0.15%
Corsair Capital Management, L.P.
29,864US$52.9k0%0.01%
0.11%
Cetera Investment Advisers LLC
22,200US$39.3k82%no data
0.11%
David Keys
21,923US$38.8k0%no data
0.097%
Two Sigma Securities, LLC, Asset Management Arm
19,290US$34.1k0%no data
0.093%
Royce & Associates, LP
18,563US$32.9k184%no data
0.069%
Virtu Financial LLC, Asset Management Arm
13,723US$24.3k0%no data
0.065%
James Investment Research, Inc.
13,000US$23.0k0%no data
0.065%
NewEdge Advisors, LLC
13,000US$23.0k0%no data
0.061%
Susquehanna International Group, LLP, Asset Management Arm
12,093US$21.4k0%no data
0.05%
PCC Holdings LLC
10,000US$17.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:32
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SurgePays, Inc. is covered by 4 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Edward WooAscendiant Capital Markets LLC
Michael DianaMaxim Group
Anja Marie SoderstromSidoti & Company, LLC