Surgepays Inc
Ownership
Ownership Structure
Who owns Surgepays Inc (SURG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 82.5% of the shares are freely tradable; institutional investors hold 8.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Millennium Capital Advisors LLC | 1.13 | 600,000 | +185.7 | 09/30/2026 |
| Vanguard Capital Management, LLC | 1.07 | 567,358 | +0.0 | 06/30/2026 |
| Gaddis Premier Wealth Advisors LLC | 0.83 | 438,287 | +0.0 | 06/30/2026 |
| Cable Car Capital LLC | 0.34 | 181,667 | +0.0 | 06/30/2026 |
| Geode Capital Management, LLC | 0.32 | 168,647 | -24.7 | 06/30/2026 |
| Vanguard Fiduciary Trust Co | 0.16 | 83,235 | +0.0 | 06/30/2026 |
| Citadel Advisors Llc | 0.16 | 83,163 | +0.0 | 06/30/2026 |
| Cetera Investment Advisers | 0.12 | 66,000 | +0.0 | 06/30/2026 |
| State Street Corp | 0.12 | 61,800 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Fidelity Extended Market Index | 0.17 | 88,185 | -0.5 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| May David Allen | Director | 486,805 | 74,286 $ | Jul 31, 2026 | direct |
| Keys David N | Director | 412,059 | 62,880 $ | Jul 31, 2026 | direct |
| Weisberg Laurie | Director | 406,868 | 62,088 $ | Jul 31, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Weisberg Laurie | Director | Other | 315,179 | 0.00 | – |
| Jul 31, 2026 | Keys David N | Director | Other | 315,179 | 0.00 | – |
| Jul 31, 2026 | May David Allen | Director | Other | 315,179 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.