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SurgePays, Inc. (SURG)

US NASDAQ Technology Software - Application
Address 3124 Brother Boulevard 38133
Bartlett, TN, US
CEO Kevin Brian Cox
IPO 2018-01-17
CIK 1392694 ISIN US86882L2043

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Also trades on NASDAQ Capital Market · SURG (USD) NASDAQ Capital Market · SURGW (USD)
Description

SurgePays, Inc. operates as a financial technology and telecommunications enterprise dedicated to serving the underbanked communities across the United States. A core component of its strategy is a blockchain-powered platform that transforms local corner stores and bodegas into vital technology hubs, providing a suite of financial and prepaid products. In its telecommunications division, the company delivers voice and SMS messaging services to subsidized, direct retail prepaid, and low-income subscribers. Furthermore, it offers subsidized mobile broadband connectivity to consumers in California, Colorado, Florida, Illinois, Maryland, Mississippi, Missouri, Nevada, New Jersey, Ohio, Oklahoma, Rhode Island, Tennessee, and Texas, alongside traditional prepaid wireless options. Beyond these primary offerings, SurgePays also extends specialized services to law firms in the mass tort industry, including marketing business intelligence, plaintiff generation, and caseload management solutions. To support its diverse operations, the company maintains a bilingual operations center that provides essential internal functions such as sales assistance, customer service, IT infrastructure design, graphic media, database programming, software development, revenue assurance, and lead generation. The company's headquarters are located in Bartlett, Tennessee.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.20
Float Shares
15.58M
Free Float %
77.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.87% -2.00% -19.49% -38.49% -71.95% -68.08% -81.68% -91.13% -92.88% -99.10% -99.10%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
0.56
Low 10.00 +1,688.9%
Consensus 10.00 +1,688.9%
Median 10.00 +1,688.9%
High 10.00 +1,688.9%
Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
10.00
Quality scores
Altman Z-Score
-24.70
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -6.4% Q2'26: +51.1% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +24.7% Q2'26: -34.2% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -50.7% Q2'26: -22.3% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -59.9% Q2'26: -70.1% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    Q2'26: +415.8% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +5.1% Q2'26: +18.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.41× Q2'26: -0.35× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.20) × ERP
WACC = 45% × Ke + 55% × Kd (14.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.42
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
51.06M
est: 51.79M (-1.4%)
121.54M
est: 125.41M (-3.1%)
137.14M
est: 112.99M (+21.4%)
60.88M
est: 59.52M (+2.3%)
56.96M
est: 64.00M (-11.0%)
71.18M
71.18M – 71.18M
+11.2% YoY
85.40M
85.39M – 85.41M
+20.0% YoY
EBITDA
-5.10M
est: -7.35M (+30.7%)
2.39M
est: -17.81M (+113.4%)
20.08M
est: -26.90M (+174.6%)
-41.22M
est: -14.17M (-190.9%)
-33.03M
est: -15.24M (-116.7%)
-16.95M
-16.95M – -16.95M
-11.2% YoY
-20.33M
-20.34M – -20.33M
-20.0% YoY
EBIT
-6.01M
est: -8.19M (+26.6%)
1.41M
est: -19.83M (+107.1%)
18.98M
est: -28.60M (+166.4%)
-42.51M
est: -15.06M (-182.2%)
-34.14M
est: -16.20M (-110.8%)
-18.01M
-18.02M – -18.01M
-11.2% YoY
-21.61M
-21.61M – -21.61M
-20.0% YoY
Net Income
-13.53M
est: -36.04M (+62.5%)
-680.8K
est: -7.74M (+91.2%)
20.62M
est: -1.87M (+1,200.5%)
-45.73M
est: -31.94M (-43.2%)
-36.07M
est: -26.91M (-34.0%)
-12.35M
-12.35M – -12.35M
+54.1% YoY
1.21M
1.21M – 1.21M
+109.8% YoY
SGA
11.38M
est: 10.83M (+5.1%)
11.91M
est: 26.22M (-54.6%)
15.71M
est: 27.56M (-43.0%)
26.29M
est: 14.52M (+81.1%)
20.07M
est: 15.61M (+28.6%)
17.36M
17.36M – 17.36M
+11.2% YoY
20.83M
20.83M – 20.83M
+20.0% YoY
EPS
-3.09
est: -1.89 (-63.9%)
-0.05
est: -0.41 (+86.4%)
1.45
est: -0.09 (+1,654.5%)
-2.39
est: -1.60 (-49.8%)
-1.80
est: -1.34 (-34.3%)
-0.62
-0.62 – -0.61
+54.1% YoY
0.06
0.06 – 0.06
+109.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-17 Ascendiant Capital Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 B- 2/5 5/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-21.35M
OE per share TTM
-1.07
Owner's Yield
-190.19%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
1.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
31
Total invested
3.44M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fedyunin 5.00M 45.87% 5.00M 5.00M IN Canada 2008-04-11
2 Financial Group, Inc.  88-0426652 1.89M 11.89% 1.89M 1.89M 10.00 CO U.S. 2009-10-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2025 Q4
Investors holding
31
-6 vs prev Q
New positions
3
Closed positions
8
Increased
8
Reduced
13
Put/Call ratio
0.00
Calls held
Puts held
10.1K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 656.9K +— (+0.0%) 1.10M -748.9K (-40.6%) 3.31% +0.008 pp 0.00% +0.000 pp USD2.99 -44.1% 17 qtrs
2 CABLE CAR CAPITAL LLC 181.7K +— (+0.0%) 303.4K -207.1K (-40.6%) 0.92% +0.002 pp 0.01% -0.209 pp USD3.46 -51.7% 8 qtrs
3 GEODE CAPITAL MANAGEMENT, LLC 165.0K +1.5K (+0.9%) 275.7K -184.0K (-40.0%) 0.83% +0.010 pp 0.00% +0.000 pp USD3.79 -55.9% 17 qtrs
4 85.0K +10.0K (+13.3%) 142.0K -68.8K (-32.6%) 0.43% +0.051 pp 0.08% -0.044 pp USD1.78 -6.2% 5 qtrs
5 CIBC PRIVATE WEALTH GROUP, LLC 65.0K -10.0K (-13.3%) 108.6K -102.2K (-48.5%) 0.33% -0.049 pp 0.00% 0.000 pp USD2.81 -40.6% 2 qtrs
6 STATE STREET CORP 61.8K +— (+0.0%) 103.2K -70.5K (-40.6%) 0.31% +0.001 pp 0.00% +0.000 pp USD3.97 -57.9% 15 qtrs
7 BLACKROCK, INC. 60.2K -5.1K (-7.8%) 100.5K -83.0K (-45.2%) 0.30% -0.025 pp 0.00% +0.000 pp USD1.87 -10.7% 6 qtrs
8 NORTHERN TRUST CORP 52.7K +25.5K (+94.0%) 87.9K +11.7K (+15.3%) 0.27% +0.129 pp 0.00% +0.000 pp USD2.92 -42.8% 16 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 48.0K -1.3K (-2.6%) 80.2K -58.4K (-42.1%) 0.24% -0.006 pp 0.00% 0.000 pp USD2.22 -24.8% 11 qtrs
10 CETERA INVESTMENT ADVISERS 46.0K -1.2K (-2.4%) 76.8K -55.7K (-42.0%) 0.23% -0.005 pp 0.00% 0.000 pp USD2.91 -42.6% 8 qtrs
11 TWO SIGMA INVESTMENTS, LP 33.9K -4.2K (-11.0%) 56.6K -50.4K (-47.1%) 0.17% -0.021 pp 0.00% 0.000 pp USD2.77 -39.7% 5 qtrs
12 JAMES INVESTMENT RESEARCH INC 32.5K +— (+0.0%) 54.3K -37.1K (-40.6%) 0.16% +0.000 pp 0.01% -0.004 pp USD3.54 -52.8% 10 qtrs
13 NEWEDGE ADVISORS, LLC 32.5K +— (+0.0%) 54.3K -37.1K (-40.6%) 0.16% +0.000 pp 0.00% 0.000 pp USD3.63 -54.0% 10 qtrs
14 SQUAREPOINT OPS LLC 31.3K +31.3K (+100.0%) 52.2K +52.2K (+100.0%) 0.16% +0.158 pp 0.00% +0.000 pp USD1.67 +0.0% 1 qtrs NEW
15 BAILARD, INC. 28.0K -17.1K (-37.9%) 46.7K -79.9K (-63.1%) 0.14% -0.086 pp 0.00% -0.002 pp USD5.36 -68.8% 11 qtrs
16 UBS GROUP AG 22.7K +17.5K (+334.8%) 37.9K +23.3K (+158.4%) 0.11% +0.088 pp 0.00% +0.000 pp USD1.72 -2.9% 17 qtrs
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20.1K -48.4K (-70.6%) 33.6K -159.0K (-82.5%) 0.10% -0.243 pp 0.00% +0.000 pp USD2.35 -28.9% 8 qtrs
18 XTX TOPCO LTD 15.5K -674.0 (-4.2%) 25.9K -19.6K (-43.0%) 0.08% -0.003 pp 0.00% -0.002 pp USD3.11 -46.3% 5 qtrs
19 GERBER, LLC 13.4K +— (+0.0%) 22.4K -15.3K (-40.6%) 0.07% +0.000 pp 0.01% -0.011 pp USD2.81 -40.6% 2 qtrs
20 ETHOS FINANCIAL GROUP, LLC 12.9K -35.9K (-73.6%) 21.5K -115.5K (-84.3%) 0.06% -0.180 pp 0.00% -0.009 pp USD2.52 -33.7% 4 qtrs
21 TRUVESTMENTS CAPITAL LLC 5.9K -430.0 (-6.8%) 9.8K -7.9K (-44.6%) 0.03% -0.002 pp 0.00% -0.001 pp USD3.19 -47.6% 9 qtrs
22 SBI SECURITIES CO., LTD. 4.8K -2.0 (0.0%) 8.1K -5.5K (-40.6%) 0.02% +0.000 pp 0.00% 0.000 pp USD1.78 -6.2% 5 qtrs
23 JONES FINANCIAL COMPANIES LLLP 2.8K +2.8K (+100.0%) 4.6K +4.6K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD1.67 +0.0% 5 qtrs
24 ADVISOR GROUP HOLDINGS, INC. 1.4K +— (+0.0%) 2.4K -1.7K (-41.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.11 -46.3% 3 qtrs
25 GROUP ONE TRADING, L.P. 1.2K -10.6K (-89.7%) 2.0K -31.2K (-93.9%) 0.01% -0.053 pp 0.00% 0.000 pp USD2.95 -43.4% 5 qtrs
26 FINANCIAL NETWORK WEALTH ADVISORS LLC 1.0K +— (+0.0%) 1.7K -1.1K (-40.6%) 0.01% +0.000 pp 0.00% -0.001 pp USD2.07 -19.3% 7 qtrs
27 MORGAN STANLEY 1.0K +— (+0.0%) 1.7K -1.1K (-40.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.81 -56.2% 16 qtrs
28 SIMPLEX TRADING, LLC 812.00 -11.7K (-93.5%) 1.4K -33.6K (-96.1%) 0.00% -0.059 pp 0.00% +0.000 pp USD2.46 -32.1% 8 qtrs
29 BANK OF AMERICA CORP /DE/ 14.00 +2.0 (+16.7%) 23.00 -11.0 (-32.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.71 -38.4% 13 qtrs
30 CITADEL ADVISORS LLC -29.0K (-100.0%) -81.5K (-100.0%) 0.00% -0.146 pp 0.00% +0.000 pp USD 15 qtrs SOLD
31 JANE STREET GROUP, LLC -10.7K (-100.0%) -30.1K (-100.0%) 0.00% -0.054 pp 0.00% +0.000 pp USD 2 qtrs SOLD
32 HIGHTOWER ADVISORS, LLC -23.9K (-100.0%) -67.1K (-100.0%) 0.00% -0.120 pp 0.00% 0.000 pp USD 3 qtrs SOLD
33 CITIGROUP INC -39.0 (-100.0%) -110.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
34 FEDERATION DES CAISSES DESJARDINS DU QUEBEC -100.0 (-100.0%) -281.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 3 qtrs SOLD
35 COMMONWEALTH EQUITY SERVICES, LLC -10.0K (-100.0%) -28.0K (-100.0%) 0.00% -0.050 pp 0.00% +0.000 pp USD 4 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 11 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 86.1K 0.05%
2 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 524.70 0.03%
3 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 1.4K 0.17%
4 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 106.41 0.17%
5 Vanguard Total Stock Market ETF VTI 0.00% 246.1K 0.03%
6 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 539.81 0.22%
7 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 293.84 0.22%
8 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 118.78 0.22%
9 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 13.09 0.22%
10 Vanguard Conservative Income ETF Portfolio VCIP.TO 0.00% 1.84 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
38.4K
Shares disposed
Cash buys
2.00
Cash sales
Net activity
+38,422
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Cox Kevin Brian Director / Officer / 10% Owner A-Award A Common Stock 500,000 0.00 1,300,000 D
2026-03-24 Cox Kevin Brian Director / Officer / 10% Owner G-Gift D Common Stock 270,745 0.00 800,000 D
2026-03-23 Cox Kevin Brian Director / Officer / 10% Owner A-Award A Common Stock 800,000 1.25 1.00M 1,070,745 D
2025-12-31 Evers Anthony George Officer A-Award A Shares of Common Stock 200,000 0.00 414,924 D
2025-12-10 May David Allen Director P-Purchase A Shares of Common Stock 10,000 1.62 16.2K 158,116 D
2025-06-06 May David Allen Director S-Sale D Shares of Common Stock 63,000 2.81 177.3K 119,694 D
2025-05-22 Weisberg Laurie Director A-Award A Restricted Shares (Common Stock) 50,000 0.00 57,809 D
2025-05-22 Schurfeld Richard Earl Director A-Award A Restricted Shares (Common Stock) 50,000 0.00 97,501 D
2025-05-22 KEYS DAVID N Director A-Award A Restricted Shares (Common Stock) 50,000 0.00 67,043 D
2025-05-16 Cox Kevin Brian Director / Officer P-Purchase A Shares of Common Stock) 15,073 2.75 41.5K 5,785,163 D
2024-12-03 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 35,180 1.82 64.1K 5,770,090 D
2024-12-02 Evers Anthony George Officer S-Sale D Shares of Common Stock 36,666 1.86 68.2K 214,924 D
2024-11-25 Weisberg Laurie Director P-Purchase A Shares of Common Stock 3,099 1.84 5.7K 7,809 D
2024-11-22 Weisberg Laurie Director P-Purchase A Shares of Common Stock 2,808 1.70 4.8K 2,808 D
2024-11-15 Schurfeld Richard Earl Director P-Purchase A Shares of Common Stock 2,800 1.59 4.4K 46,801 D
2024-11-04 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 31,700 1.60 50.6K 5,805,270 D
2024-11-01 Evers Anthony George Officer S-Sale D Shares of Common Stock 36,667 1.60 58.7K 251,590 D
2024-10-02 Evers Anthony George Officer S-Sale D Shares of Common Stock 36,667 1.54 56.4K 288,257 D
2024-10-02 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 32,375 1.75 56.7K 5,836,970 D
2024-10-01 Evers Anthony George Officer A-Award A Restricted Shares (Common Stock) 66,667 0.00 324,924 D
2024-10-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,333 0.00 5,869,345 D
2024-09-13 Schurfeld Richard Earl Director P-Purchase A Shares of Common Stock 1,800 1.50 2.7K 44,001
2024-09-11 Schurfeld Richard Earl Director S-Sale D Warrants 22,900 0.01 210.68 0
2024-09-09 Schurfeld Richard Earl Director S-Sale D Warrants 100 0.03 3.00 22,900
2024-09-04 Evers Anthony George Officer S-Sale D Shares of Common Stock 3,333 1.46 4.9K 258,257
2024-09-03 Evers Anthony George Officer S-Sale D Shares of Common Stock 33,334 1.54 51.3K 261,590
2024-09-03 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 35,100 1.48 51.9K 5,786,012
2024-09-01 Evers Anthony George Officer A-Award A Restricted Shares (Common Stock) 66,667 0.00 294,924
2024-09-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,333 0.00 5,821,112
2024-08-02 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 33,600 2.60 87.3K 5,737,779
2024-08-01 Evers Anthony George Officer S-Sale D Shares of Common Stock 8,333 2.78 23.2K 228,257
2024-08-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,333 0.00 5,771,379
2024-07-31 Evers Anthony George Officer S-Sale D Shares of Common Stock 83 3.00 249.00 169,923
2024-07-15 Evers Anthony George Officer S-Sale D Shares of Common Stock 2,000 3.00 6.0K 170,006
2024-07-11 Evers Anthony George Officer S-Sale D Shares of Common Stock 2,000 3.00 6.0K 172,006
2024-07-03 Evers Anthony George Officer S-Sale D Shares of Common Stock 36,667 3.01 110.3K 174,006
2024-07-02 Cox Kevin Brian Director / Officer S-Sale D Shares of Common Stock) 20,915 3.05 63.8K 5,688,046
2024-07-01 Evers Anthony George Officer A-Award A Restricted Shares (Common Stock) 66,667 0.00 210,673
2024-07-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,333 0.00 5,708,961
2024-06-01 Evers Anthony George Officer A-Award A Restricted Shares (Common Stock) 66,667 0.00 144,006
2024-06-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,334 0.00 5,620,428
2024-05-01 Evers Anthony George Officer A-Award A Restricted Shares (Common Stock) 66,667 0.00 77,339
2024-05-01 Cox Kevin Brian Director / Officer A-Award A Restricted Shares (Common Stock) 83,334 0.00 5,537,094
2024-04-25 Weisberg Laurie Director A-Award A Restricted Shares (Common Stock) 14,880 0.00 14,880
2024-04-25 Schurfeld Richard Earl Director A-Award A Restricted Shares (Common Stock) 14,880 0.00 57,081
2024-04-25 KEYS DAVID N Director A-Award A Restricted Shares (Common Stock) 14,880 0.00 31,923
2024-01-08 Gies Jeremy Officer D Common Stock, par value $0.001 per share 0 0.00 100
2023-08-18 May David Allen Director A-Award A Common Stock (Restricted Share Award) 15,000 0.00 15,000
2023-08-15 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common Stock, $0.001 par value per share 5,200 4.72 24.5K 4,507,894
2023-08-08 Weisberg Laurie Director A-Award A Common Stock (Restricted Share Award) 24,000 0.00 24,000
2023-08-08 Schurfeld Richard Earl Director A-Award A Common Stock (Restricted Share Award) 24,000 0.00 24,000
2023-08-08 KEYS DAVID N Director A-Award A Common Stock (Restricted Share Award) 32,000 0.00 32,000
2022-12-28 Cox Kevin Brian Officer C-Conversion A Common Stock, $0.001 par value per share 1,050,000 0.00 4,502,694
2022-12-19 Weisberg Laurie Director 0 0.00 0
2022-12-19 Schurfeld Richard Earl Director I Common Stock, $0.001 par value per share 0 0.00 11,044
2022-08-31 Cox Kevin Brian Officer P-Purchase A Common stock, $0.001 par value per share 5,000 4.30 21.5K 3,452,694
2022-08-18 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 2,000 4.73 9.5K 3,449,694
2022-06-03 Mott John Officer P-Purchase A Common stock 500 4.53 2.3K 9,788
2022-06-02 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 4,900 4.39 21.5K 3,442,694
2022-04-22 May David Allen Director P-Purchase A Common stock, $0.001 par value per share 30,000 0.00 136,344
2022-01-11 May David Allen Director / Officer P-Purchase A Common stock, $0.001 par value per share 38,390 2.06 79.1K 106,344
2022-01-10 May David Allen Director / Officer P-Purchase A Common stock, $0.001 par value per share 53,782 1.87 100.6K 67,954
2021-12-22 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,100 1.25 1.4K 9,288
2021-12-15 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,000 2.21 2.2K 8,188
2021-11-22 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,000 2.26 2.3K 7,188
2021-11-18 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,000 2.51 2.5K 6,188
2021-11-12 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,000 2.86 2.9K 5,188
2021-11-11 Cox Kevin Brian Director / Officer / 10% Owner J-Other A Common stock, $0.001 par value per share 561,758 0.00 561.76 561,758
2021-11-04 Schurfeld Richard Earl Director D Warrant (right to buy shares of Common Stock) 23,000 4.73 108.8K
2021-09-10 Nuzzo Anthony P. JR Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 4,900 0.11 536.06 1,740,759
2021-09-09 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 500,000 0.10 50.0K 21,048,724
2021-08-30 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 1,250 0.08 104.13 209,373
2021-08-24 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 10,000 0.10 950.00 199,373
2021-08-16 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 10,000 0.10 999.00 189,373
2021-07-15 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 10,000 0.10 1.0K 179,373
2021-02-24 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 120,000 0.16 18.6K 20,548,724
2021-02-23 May David Allen Director D Common Stock, par value $0.001 0 0.00 14,172
2021-02-10 Mott John Officer P-Purchase A Common stock, $0.001 par value per share 15,873 0.13 2.1K 169,373
2021-01-07 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 21,298 0.11 2.4K 20,450,022
2020-12-28 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 120,000 0.15 18.0K 20,428,724
2020-12-04 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 100,000 0.15 15.0K 20,308,724
2020-11-23 Nuzzo Anthony P. JR Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 21,428 0.14 3.0K 1,699,059
2020-11-10 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 162,054 0.12 20.1K 20,208,724
2020-11-05 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 87,500 0.09 7.4K 20,046,670
2020-11-04 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 157,559 0.08 12.6K 19,959,170
2020-11-02 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 36,949 0.08 3.0K 363,549
2020-10-30 Nuzzo Anthony P. JR Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 25,000 0.09 2.3K 1,677,631
2020-10-30 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 5,000 0.09 445.00 326,600
2020-10-29 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 5,000 0.09 468.50 321,600
2020-10-28 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 5,000 0.10 475.00 316,600
2020-10-28 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 4,900 0.09 453.25 19,801,611
2020-10-27 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 50,000 0.10 5.0K 311,600
2020-10-27 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 250,000 0.10 25.0K 19,796,711
2020-10-26 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 50,000 0.10 5.0K 261,600
2020-10-22 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 126,800 0.10 12.7K 19,546,711
2020-10-20 Evers Anthony George Officer P-Purchase A Common stock, $0.001 par value per share 9,100 0.10 910.00 211,600
2020-10-16 Cox Kevin Brian Director / Officer / 10% Owner P-Purchase A Common stock, $0.001 par value per share 5,625 0.11 618.75 19,419,911
2020-10-14 Evers Anthony Geogre Officer A-Award A Common Stock, $0.001 par value per share 50,000 0.10 5.0K 202,500
2020-10-13 Evers Anthony Geogre Officer A-Award A Common Stock, $0.001 par value per share 50,000 0.10 5.0K 152,500
2020-10-12 Evers Anthony Geogre Officer A-Award A Common Stock, $0.001 par value per share 100,000 0.10 10.0K 102,500
2020-05-01 Evers Anthony Geogre Officer D Common stock, $0.001 par value per share 0 0.00 2,500
2019-07-17 KEYS DAVID N Director I Common stock, $0.001 par value per share 0 0.00 134,109
2018-10-01 Mott John Officer D Common Stock 0 0.00 156,500
2017-08-30 Ansani David C Director D Common Stock 0 0.00 7,000
2017-07-26 Nuzzo Anthony P. JR Director / Officer D Common stock, $0.001 par value per share 0 0.00 1,652,631
2017-07-26 Cox Kevin Brian Director / Officer / 10% Owner D Series A Preferred 10,425,000 0.00 0
2016-02-01 CAMPBELL TED DUDLEY II Director A-Award A Common Stock, Par Value $0.001 250,000 0.00 250.00 869,469
2015-12-31 CAMPBELL TED DUDLEY II Director 0 0.00 0
2015-10-15 HINSHAW JUANITA H Director U-Tender D Common Stock 336,710 6.50 2.19M 0
2015-09-18 HINSHAW JUANITA H Director M-Exempt A Common Stock 10,000 5.00 50.0K 336,710
2015-04-30 CAMPBELL TED DUDLEY II Director D Common Stock, Par Value $0.001 0 0.00 619,469
2015-03-12 Massara Alan G Director M-Exempt A COMMON STOCK 1,566,511 0.02 23.5K 1,566,511
2015-03-12 COLDREN CLINTON W Director / Officer / 10% Owner M-Exempt A COMMON STOCK 40,930,762 0.02 614.0K 40,930,762
2014-12-12 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 3.70 37.0K 10,000
2013-12-13 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 3.46 34.6K 10,000
2012-12-14 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 4.52 45.2K 10,000
2011-12-14 HINSHAW JUANITA H Director A-Award A Stock Option (right to buy) 10,000 6.21 62.1K 10,000
2010-12-16 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 4.43 44.3K 10,000
2009-12-17 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 1.37 13.7K 10,000
2008-12-12 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 0.90 9.0K 10,000
2008-07-21 Fedyunin Vladimir Director / Officer / 10% Owner S-Sale D Common Stock 7,500,000 50,000.00 375.00B 0
2008-06-24 Silvey Ross E Director / Officer 0 0.00 0
2008-04-08 Fedyunin Vladimir Director / Officer / 10% Owner D Common Stock 0 0.00 5,000,000
2007-12-26 HINSHAW JUANITA H Director P-Purchase A Common Stock 10,000 2.33 23.3K 326,710
2007-12-07 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 2.95 29.5K 10,000
2006-11-30 HINSHAW JUANITA H Director A-Award A Stock Option (right to buy) 10,000 3.89 38.9K 10,000
2005-09-22 HINSHAW JUANITA H Director A-Award A Stock option (right to buy) 10,000 5.00 50.0K 10,000
2005-09-21 HINSHAW JUANITA H Director A-Award A Common Stock 316,710 0.00 316,710

Executive team

Top executives
EBIT / Employee
-262.6K
Shares Outstanding
20.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Kevin Brian Cox CEO, President Chairman 794.7K 870.3K 338.1K 37.1K 2.04M 16.57%
2 2025 Anthony Evers Former CFO 503.3K 510.6K 479.1K 214.2K 51.1K 1.76M 39.43%
3 2025 Derron Winfrey President of Sales and Operations 342.1K 250.00 15.2K 357.5K 0.00%
4 2024 Kevin Brian Cox CEO, President Chairman 839.5K 870.3K 1.07M 8.2K 2.79M 38.36%
5 2024 Anthony Evers CFO 488.7K 510.3K 855.3K 14.0K 1.87M 45.78%
6 2024 Anthony Evers Former CFO 488.7K 510.3K 855.3K 14.0K 1.87M 45.78%
7 2024 Derron Winfrey President of Sales and Operations 159.6K 250.00 12.8K 172.7K 0.00%
8 2024 David C. Ansani Chief Administrative Officer 18.0K 18.0K 0.00%
9 2023 Anthony Evers CFO 475.0K 510.0K 3.11M 47.9K 4.15M 75.09%
10 2023 Kevin Brian Cox CEO and Chairman 554.4K 870.0K 229.2K 1.65M 0.00%
11 2023 Kevin Brian Cox CEO, President Chairman 554.4K 870.0K 229.2K 1.65M 0.00%
12 2023 David C. Ansani Chief Administrative Officer 250.0K 150.0K 23.8K 423.8K 0.00%
13 2022 Kevin Brian Cox CEO and Chairman 548.1K 475.3K 160.5K 1.18M 0.00%
14 2022 Anthony Evers CFO 400.8K 337.8K 40.6K 779.2K 0.00%
15 2022 David C. Ansani Chief Administrative Officer 231.6K 125.3K 18.4K 375.3K 0.00%
16 2021 Kevin Brian Cox CEO and Chairman of the Board 733.9K 38.2K 772.1K 0.00%
17 2021 Kevin Brian Cox CEO and Chairman 733.9K 38.2K 772.1K 0.00%
18 2021 Anthony P. Nuzzo President and Director 579.2K 65.6K 644.8K 0.00%
19 2021 Anthony P. Nuzzo, Jr President and Director (through March 2022) 579.2K 65.6K 644.8K 0.00%
20 2021 Anthony Evers CFO 386.6K 24.6K 411.2K 0.00%
21 2021 David C. Ansani Chief Administrative Officer 251.4K 16.1K 267.5K 0.00%
22 2020 Anthony P. Nuzzo President and Director 337.1K 26.8K 363.9K 0.00%
23 2020 Kevin Brian Cox CEO and Chairman of the Board 251.4K 36.3K 287.7K 0.00%
24 2020 David C. Ansani Chief Administrative Officer 250.9K 21.4K 272.3K 0.00%
25 2020 Anthony Evers CFO 225.1K 15.8K 240.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-07 DEF 14A
2026-04-27 PRE 14A
2025-04-11 DEF 14A
2024-03-12 DEF 14A
2023-08-16 DEFA14A
2023-08-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 DEF 14A
2026-04-27 PRE 14A
2026-04-16 8-K
2026-04-15 10-K
2026-04-07 4
2026-03-31 NT 10-K
2026-03-24 8-K
2026-02-09 8-K
2026-01-22 8-K
2026-01-22 424B5

Executive team

NameTitleCompensationGender
Kevin Brian Cox CEO & Director 2M male
Brian Prenoveau Managing Director of MZ male
Chelsea Pullano Interim Chief Financial Officer female
Derron Winfrey President of Sales & Operations male
Jeremy Gies Executive Vice President of Strategy & Compliance male
Mark Garner Executive Vice President of Technology male
ESG Rating
B
SOFTWARE - APPLICATION
2020
E (Environmental)
74.9 / 66.0
Company / Sector avg.
S (Social)
67.4 / 69.5
Company / Sector avg.
G (Governance)
61.3 / 67.5
Company / Sector avg.
ESG Total
67.9 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits