MOBIVITY HOLDINGS CORP.

Overview

• IndustryServices-Prepackaged Software¹
• HeadquartersChandler, Arizona¹
• Incorporated inNV²
• Business address3133 West Frye Road, Suite 215, Chandler, Az 85226²
• Filer categoryNon-accelerated filer, Smaller reporting company²
• Legal formCorporation

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Note is fully paid, and will be payable in a single installment at maturity three years from the date the Convertible Note was issued.³ From its latest annual report

Corporate structure

MOBIVITY HOLDINGS CORP. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What MOBIVITY HOLDINGS CORP. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Intangibles and goodwill

Properties, in its own words

We have a current lease that was entered into starting in February of 2021 for 8,898 square feet of office space located at 3133 W. Frye Road, Suite 215, Chandler, Arizona. Monthly rental payments, excluding common area maintenance charges, will be $25,953 to $28,733. The first twelve months of the lease included a 50% abatement period. The office space in Chandler has been a perfect size for a growing company, with an open concept to encourage collaboration.

The Company entered in to a sublease to lease our existing office space at located at 3133 W. Frye Road, Suite 215, Chandler, Arizona, on March 1, 2024 for its office facilities in Chandler, AZ through February 28, 2025. Monthly rental payments including rental of office furniture and excluding taxes, are $24,470.

Item 2 of the 10-K filed Apr 7, 2025.³

Leadership

Who has led MOBIVITY HOLDINGS CORP., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerDennis Ronald Becker Nov 18, 2010 to Feb 2, 2018¹³
• ChairDennis Ronald Becker May 17, 2017 to Feb 2, 2018¹⁴
• PresidentBryce Daniels Jul 10, 2024 to Jul 10, 2024¹⁵
• PresidentDennis Ronald Becker Jun 19, 2013 to Mar 10, 2015¹⁶
• PresidentMichael K. Bynum Jul 10, 2013 to Jul 16, 2014¹⁷
• PresidentShane Ellis Nov 10, 2010 to Nov 10, 2010¹⁸
• Chief financial officerSkye Fossey-Tomaske Jun 30, 2023 to Feb 7, 2024¹⁹
• Chief financial officerWilliam T. Sanchez Jul 21, 2023 to Jul 21, 2023²⁰
• Chief financial officerLynn M. Tiscareno Sep 9, 2019 to Apr 8, 2020²¹
• Chief financial officerCharles B. Mathews Mar 30, 2018 to Dec 6, 2018²²
• Chief financial officerChristopher Meinerz Feb 26, 2015 to May 17, 2017²³
• Chief financial officerTim Schatz Feb 15, 2012 to Jul 26, 2013²⁴
• Chief financial officerMatthew K. Szot Jul 26, 2011 to Jul 26, 2011²⁵
• Chief financial officerPaul C. Meyer Dec 22, 2010 to Jan 18, 2011²⁶
• Chief operating officerGeri Suster Jul 10, 2013 to Jul 10, 2013²⁷

Named in SEC Form D filings

People the company listed in its private-offering notices.

• Executive OfficerLisa Brennan named Nov 29, 2022 to Feb 17, 2023³⁷
• DirectorBEN WEINBERGER named Nov 29, 2022³⁸

Former names

• COMMERCETEL CORPOct 8, 2010 to Aug 14, 2012²
• ARES VENTURES CORP.Oct 20, 2008 to Aug 16, 2010²

Timeline

1. Mar 31, 20268-K Completed an acquisition or sale; Unregistered sale of shares; Bylaws or fiscal year changed³⁹
2. Mar 13, 20268-K Entered a material agreement⁴⁰
3. Jan 20, 20268-K Entered a material agreement⁴¹
4. Aug 7, 20258-K Entered a material agreement⁴²
5. Aug 5, 20258-K Entered a material agreement; New debt or obligation; Unregistered sale of shares⁴³
6. Jun 27, 20258-K Bylaws or fiscal year changed⁴⁴
7. Mar 18, 20258-K Entered a material agreement; New debt or obligation; Unregistered sale of shares⁴⁵
8. Jan 22, 20258-K Executive or director change⁴⁶
9. Oct 1, 20248-K Entered a material agreement; Completed an acquisition or sale⁴⁷
10. Jun 18, 20248-K Executive or director change⁴⁸
11. May 9, 20248-K Entered a material agreement; New debt or obligation; Unregistered sale of shares⁴⁹
12. Jan 31, 20248-K Executive or director change⁵⁰
13. Nov 18, 2010New chief executive Dennis Ronald Becker becomes CEO¹³

Calendar

When it reported results

1. Nov 14, 2023Reported quarterly or annual results⁵¹
2. Aug 14, 2023Reported quarterly or annual results⁵²
3. Aug 15, 2022Reported quarterly or annual results⁵³

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

86 filings to the SEC since October 2021: 5 annual reports, 13 quarterly reports, 26 major events, 11 insider forms, 8 large holders, 3 private raises, 20 other. The latest 20:

1. Mar 31, 20268-K EDGAR
2. Mar 31, 2026NT 10-K EDGAR
3. Mar 13, 20268-K EDGAR
4. Mar 5, 2026DEF 14C DEF14C EDGAR
5. Mar 4, 2026PRER14C EDGAR
6. Feb 19, 2026PRE 14C EDGAR
7. Jan 20, 20268-K EDGAR
8. Dec 29, 202510-Q EDGAR
9. Nov 17, 2025NT 10-Q EDGAR
10. Sep 9, 2025SC 13E3/A EDGAR
11. Sep 9, 2025PRER14A EDGAR
12. Sep 2, 202510-Q EDGAR
13. Aug 15, 2025NT 10-Q EDGAR
14. Aug 7, 2025DEFA14A EDGAR
15. Aug 7, 20258-K/A EDGAR
16. Aug 5, 2025DEFA14A EDGAR
17. Aug 5, 20258-K EDGAR
18. Aug 1, 2025SC 13E3 EDGAR
19. Aug 1, 2025PRE 14A EDGAR
20. Jun 27, 20258-K EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

17 open-market trades by officers, directors and large owners since October 2021: 17 buys and 0 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Thomas B. AkinSCHEDULE 13G, 2 filings May 3, 2023 to Feb 7, 2025⁵⁴
• Bruce E. TerkerSCHEDULE 13G/A, 5 filings Jan 19, 2022 to Jan 10, 2025⁵⁵
• Cornelis F. WitSC 13G/A, 1 filing Feb 16, 2022⁵⁶

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

1. Nov 15, 2022Raised $4.5 million in a private offering of debt³⁸ Form D: 1 investor so far Form D
2. Nov 14, 2022Raised $151,398 in a private offering of equity⁵⁷ Form D: 1 investor so far Form D
3. Jan 31, 2022Raised $674,452 in a private offering of equity³⁷ Form D: 1 investor so far Form D

PPP loans

Paycheck Protection Program loans of $150,000 and up, approved April 2020 to July 2021, from the SBA⁵⁸. Matched to this company by name and state.

1. Apr 9, 2020$891.1K PPP loan (first draw) from JPMorgan Chase Bank, National Association⁵⁸To MOBIVITY HOLDINGS CORP., Chandler AZ; $902.4K forgiven Jul 20, 2021

SEC filer profile

How MOBIVITY HOLDINGS CORP. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARMOBIVITY HOLDINGS CORP.¹
• CIK0001447380
• Employer ID (EIN)26-3439095³
• Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; a shell company³
• Incorporated inNevada³
• Fiscal year endsDecember 31¹
• Industry code (SIC)7372 Services-Prepackaged Software¹
• SEC reviewing officeOffice of Technology, Division of Corporation Finance¹
• Business address3133 West Frye Road, Suite 215, Chandler, AZ 85226¹
• Phone877-282-7660¹
• Shares outstanding73,976,596 as of Dec 29, 2025¹¹
• Public float$23.9M as of Jun 28, 2024³
• AuditorM&K CPAS, PLLC, The Woodlands, TX PCAOB ID 2738; no auditor attestation of internal control over financial reporting³
• On EDGAR sinceOct 20, 2008¹
• Filings411 in all: 8-K (98), 4 (74), 10-Q (51), 3 (29), SC 13G/A (21), 10-K (17), 8-K/A (14), D (12)¹
  All 36 form types

  UPLOAD (11), SC 13G (9), CORRESP (8), EFFECT (8), NT 10-K (8), NT 10-Q (7), S-1/A (6), S-1 (5), 424B3 (4), 10-Q/A (3), DEF 14C (3), POS AM (3), PRE 14C (3), DEFA14A (2), PRE 14A (2), 10-K/A (1), 4/A (1), 8-A12G (1), DEF 14A (1), PRER14A (1), PRER14C (1), S-8 (1), SC 13D (1), SC 13E3 (1), SC 13E3/A (1), SC 14F1 (1), SCHEDULE 13G (1), SCHEDULE 13G/A (1)

• Latest filingsAnnual report (10-K) Apr 7, 2025
  Quarterly report (10-Q) Dec 29, 2025
  Proxy statement (DEF 14A) Nov 10, 2016
  Latest 8-K (8-K) Mar 31, 2026

Risk factors and legal proceedings

The risks MOBIVITY HOLDINGS CORP. names in Item 1A of its 10-K filed Apr 7, 2025: 2 risks under these headings, as written.³

• Risks Relating to Our Business
• Risks Related to our Common Stock

Legal proceedings

As of the date of this report, the company has two pending legal proceeding related to the Telephone Consumer Protection Act, 47 U.S.C § 227 et al. (“TCPA”). The first proceeding is a putative class action complaint alleging that Defendant initiated telephone solicitations through text messages to Plaintiff and members of a putative class in violation of the TCPA. The defense of the matter was tendered to the Company by its client, and our firm took over the defense of the matter. We have not yet responded to the complaint and no discovery has been conducted so we are unable to determine at this time whether it may result in a “material” exposure as defined. The Company intends to seek an individual settlement of this matter and if one cannot be reached it intends to vigorously defend the matter for its client.

The second proceeding is a putative class action complaint alleging that Defendant initiated telephone solicitations through text messages in violation of the Telephone Consumer Protection Act, 47 U.S.C § 227 et al. (“TCPA”). The defense of the matter was tendered to the Company by its client, and our firm is managing the defense of the matter. We have not yet responded to the complaint and no discovery has been conducted so we are unable to determine at this time whether it may result in a “material” exposure as defined. The Company intends to seek an individual settlement of this matter and if one cannot be reached it intends to vigorously defend the matter for its client.

Management believes that there is no other pending litigation of which the resolution or settlement will have a material adverse effect on the results of operations or liquidity of the Company.

The opening of Item 3, Legal Proceedings.³