SURG SurgePays (SURG) Insider Trading, Ownership & Congress Trades
Telecom · Telephone communications (no radiotelephone) · CIK 0001392694
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
15
13F, latest reported quarter
What the filings say about SURG
Insiders, 180 days
+$21.3K net bought
1 buyer
SurgePays insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SurgePays, Inc. insiders bought a net $21.3K of stock across 56 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (6 buys, 1 sale), the last on Jun 4, 2026.
- -43.2% median (+7.5% mean) 90-day return after 5 previous buys.
- The trade is 22.2% of the 156,626 shares held after it.
- No other insider bought within 30 days.
- 15 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director May David Allen bought about $18.4K of SURG on Jun 5, 2026; 15 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (5 buys, 1 sale), the last on Jun 3, 2026.
- +27.2% median (+26.8% mean) 90-day return after 4 previous buys.
- The trade is 0.1% of the 121,910 shares held after it.
- No other insider bought within 30 days.
- 15 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director May David Allen bought about $64 of SURG on Jun 4, 2026; 15 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (4 buys, 1 sale), the last on Dec 10, 2025.
- +97.6% median (+59.1% mean) 90-day return after 3 previous buys.
- The trade is 4.4% of the 121,789 shares held after it.
- No other insider bought within 30 days.
- 15 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director May David Allen bought about $2.9K of SURG on Jun 3, 2026; 15 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (2 buys, 1 sale), the last on Jun 6, 2025.
- +110.3% median (+110.3% mean) 90-day return after 2 previous buys.
- The trade is 6.3% of the 158,116 shares held after it.
- No other insider bought within 30 days.
- 15 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director May David Allen bought about $16.2K of SURG on Dec 10, 2025; 15 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (2 buys, 1 sale), the last on Jun 6, 2025.
- +110.3% median (+110.3% mean) 90-day return after 2 previous buys.
- The trade is 19.2% of the 148,116 shares held after it.
- No other insider bought within 30 days.
- 15 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director May David Allen bought about $45.5K of SURG on Dec 10, 2025, the largest insider purchase at the company since 2022; 15 funds added in the latest 13F quarter.56 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$21.3K over 180 days
more than 81% of Telecom
Congress
no House purchase disclosed in the last 12 months
Funds
15 funds bought in last quarter
below 77% of Telecom
Revenue
-6.4% year over year
below 76% of Telecom
Margin
-63.3% net margin
below 88% of Telecom
Buybacks
no share repurchases reported
Short interest
6.6% of the float short (float per yahoo 2026-10-27) · 1.2 days to cover · settled 2026-10-15
more than 81% of Telecom
What changed in the last 30 days
Oct 28Insider buying stopped: no purchases in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 purchases in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch SURG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-95.0%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SURG: institutional holders (13F)
13F holdings, latest reported quarter
567,358 sh
$204.8K
438,287 sh
$158.2K
210,000 sh
$75.8K
181,667 sh
$65.6K
168,647 sh
$60.9K
Congress trades in SURG
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SURG planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SURG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$74.0K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$53.8K position · as of 2026-06-30
0.0%
Fidelity Nasdaq Composite Index Fund
$8.9K position · as of 2026-05-31
0.0%
Fidelity Series Total Market Index Fund
$11.6K position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$14.1K position · as of 2026-05-31
0.0%
VANGUARD TOTAL STOCK MARKET INDEX FUND
$151.1K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Kevin Brian Cox
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.0M
$1.7M
$2.1M
-17%
n/a
2024
$2.8M
$1.3M
$1.9M
-12%
n/a
2023
$1.7M
$1.7M
$2.3M
+219%
n/a
2022
$1.2M
$1.2M
$577.2K
+225%
n/a
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $21.3K bought by insiders over 180 days, 15 funds added last quarter. Each figure is a federal filing, dated the day it went public.
SURG financials
Revenue growth
-6.4%
XBRL, annual
Net margin
-63.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$67.1M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SURG
| FY Dec 2025 | $57.0M |
| FY Dec 2024 | $60.9M |
| FY Dec 2023 | $137.1M |
| FY Dec 2022 | $121.5M |
| FY Dec 2021 | $51.1M |
| Jun 2026 | $16.2M |
| Mar 2026 | $16.0M |
| Dec 2025 | $16.2M |
| Sep 2025 | $18.7M |
| Jun 2025 | $11.5M |
| Mar 2025 | $10.6M |
| Dec 2024 | $9.6M |
| Sep 2024 | $4.8M |
At each fiscal year end
Single quarter
Net margin, TTM
-47.9%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SURG
| FY Dec 2025 | -63.3% |
| FY Dec 2024 | -75.1% |
| FY Dec 2023 | +15.0% |
| FY Dec 2022 | -0.6% |
| FY Dec 2021 | -26.5% |
| Jun 2026 | +8.0% |
| Mar 2026 | -75.4% |
| Dec 2025 | -85.6% |
| Sep 2025 | -40.1% |
| Jun 2025 | -61.5% |
| Mar 2025 | -72.2% |
| Dec 2024 | -206.5% |
| Sep 2024 | -299.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$15.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SURG
| FY Dec 2025 | -$21.3M |
| FY Dec 2024 | -$21.3M |
| FY Dec 2023 | $10.3M |
| FY Dec 2022 | $781.9K |
| FY Dec 2021 | -$15.3M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | -$3.6M |
| Sep 2025 | -$4.6M |
| Jun 2025 | -$6.1M |
| Mar 2025 | -$7.0M |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity SURG
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.26x |
| FY Dec 2023 | 0.18x |
| FY Dec 2022 | 1.54x |
| FY Dec 2021 | 0.70x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 82.67x |
| Mar 2025 | 0.46x |
| Dec 2024 | 0.26x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.42x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt SURG
| FY Dec 2025 | -0.66x |
| FY Dec 2024 | -5.29x |
| FY Dec 2023 | 2.04x |
| FY Dec 2022 | 0.10x |
| FY Dec 2021 | -6.11x |
| Jun 2026 | -0.42x |
| Mar 2026 | -0.59x |
| Dec 2025 | -0.66x |
| Sep 2025 | -2.14x |
| Jun 2025 | -3.57x |
| Mar 2025 | -8.94x |
| Dec 2024 | -5.29x |
| Sep 2024 | -2.59x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity SURG
| FY Dec 2025 | n/a |
| FY Dec 2024 | -209.9% |
| FY Dec 2023 | +124.1% |
| FY Dec 2022 | -15.9% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | -313.7% |
| Jun 2025 | -210.9% |
| Mar 2025 | -170.9% |
| Dec 2024 | -209.9% |
| Sep 2024 | -80.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-262.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SURG
| FY Dec 2025 | -222.0% |
| FY Dec 2024 | -138.8% |
| FY Dec 2023 | +54.3% |
| FY Dec 2022 | -2.5% |
| FY Dec 2021 | -100.9% |
| Jun 2026 | -262.6% |
| Mar 2026 | -321.7% |
| Dec 2025 | -222.0% |
| Sep 2025 | -150.1% |
| Jun 2025 | -136.3% |
| Mar 2025 | -128.1% |
| Dec 2024 | -138.8% |
| Sep 2024 | -54.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital SURG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
capital employed is zero or negative
Return on capital employed SURG
| FY Dec 2025 | -829.5% |
| FY Dec 2024 | -184.4% |
| FY Dec 2023 | +94.9% |
| FY Dec 2022 | +6.3% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | -829.5% |
| Sep 2025 | -251.8% |
| Jun 2025 | -173.1% |
| Mar 2025 | -150.7% |
| Dec 2024 | -184.4% |
| Sep 2024 | -69.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing SURG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 4.64x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$42.2M
market value at close 2026-10-26 on 2026-08-19 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value SURG
| FY Dec 2025 | $65.6M |
| FY Dec 2024 | $28.1M |
| FY Dec 2023 | $82.2M |
| FY Dec 2022 | $82.8M |
| FY Dec 2021 | $20.6M |
| Jun 2026 | $44.1M |
| Mar 2026 | $46.0M |
| Dec 2025 | $65.6M |
| Sep 2025 | $66.9M |
| Jun 2025 | $68.7M |
| Mar 2025 | $40.5M |
| Dec 2024 | $28.1M |
| Sep 2024 | $27.1M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-214.2%
TTM free cash flow over market value at close 2026-10-26
FCF yield SURG
| FY Dec 2025 | -60.6% |
| FY Dec 2024 | -59.4% |
| FY Dec 2023 | +11.2% |
| FY Dec 2022 | +1.0% |
| FY Dec 2021 | -63.0% |
| Jun 2026 | -169.9% |
| Mar 2026 | -119.6% |
| Dec 2025 | -60.6% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | -59.4% |
| Sep 2024 | -31.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing SURG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $57.0M | $60.9M | $137.1M | $121.5M |
| Operating income | -$34.1M | -$43.5M | $18.9M | $633.8K |
| Net income | -$36.1M | -$45.7M | $20.6M | -$680.8K |
| EPS (diluted) | -1.80 | -2.39 | 1.38 | -0.05 |
| Operating cash flow | -$21.3M | -$21.3M | $10.3M | $793.3K |
| Cash | $1.7M | $11.8M | $14.6M | $7.0M |
| Long-term debt | $15.2M | $4.0M | $5.0M | $7.7M |
SEC XBRL, fiscal years, as known on 2026-10-28
SURG Stock Sonar score 5/7 axes
Find similar shapesCompareSURG ranks highest on insider conviction (69th percentile) and risk and compliance (46th), and lowest on institutional and government (23rd), among Telecom peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SURG filings, in plain words
Are SurgePays insiders buying or selling SURG?
In the 180 days to 2026-10-28, SurgePays insiders were net buyers, a net $21.3K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, SurgePays insiders were net buyers of SURG, a net $21.3K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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