{"filings":[{"id":209500,"accession_number":"0001493152-24-036966","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"GEX Management appoints Astra Audit as new auditor after Fruci resigns","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fruci & Associates II PLLC resigned as auditor on Sept 6, 2024; it had not completed any audits for FY2022-2023.","Board appointed Astra Audit & Advisory LLC as new independent accountant on Sept 12, 2024.","No disagreements or reportable events occurred during the relevant periods."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209499,"accession_number":"0001493152-24-030525","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Joseph Frontiere resigns as GEX Management board director effective Aug 7, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph Frontiere resigned as a Board Director of GEX Management effective immediately on August 7, 2024.","No replacement has been announced; the remaining board composition unchanged.","Resignation disclosed via Form 8-K filed same day."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227572,"accession_number":"0001493152-24-021402","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"GEX Management changes independent auditor to Fruci & Associates II, PLLC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board engaged Fruci & Associates II, PLLC as new independent accountant on May 24, 2024.","Prior auditor BF Borgers CPA PC was dismissed (see May 10, 2024 8-K).","No prior consultations with Fruci on accounting principles or disagreements in past two years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227571,"accession_number":"0001493152-24-018555","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"GEX Management dismisses BF Borgers as auditor after SEC suspension; seeking new firm","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["SEC permanently suspended BF Borgers CPA PC from practicing before the SEC on May 3, 2024.","GEX Management's Board dismissed BF Borgers as independent auditor on May 9, 2024.","Prior audit reports for FY2022 and FY2023 included only a going concern explanatory paragraph.","No reportable events or disagreements with BF Borgers during the past two fiscal years and subsequent period.","Company is actively seeking a new independent registered public accounting firm."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227570,"accession_number":"0001493152-24-015881","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["4.02"],"status":"ready","headline":"GEX Management restates 2022 and 2021 financials due to convertible debt accounting errors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Non-reliance on previously issued financial statements for FY2022 and FY2021 due to errors in accounting for convertible debt and other items.","Errors include improperly accounted embedded derivatives, incorrectly derecognized debt, and warrant accounting issues.","Material weakness in internal control over financial reporting and ineffective disclosure controls identified.","Company plans to file an amended Form 10-K with restated financial statements for the affected periods.","Restatement impacts are not yet quantified; stock traded on OTC Pink under GXXM."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263824,"accession_number":"0001493152-23-040520","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"GEX Management dismisses Hudgens, appoints BF Borgers as new auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["On Nov 9, 2023, board approved engagement of BF Borgers CPA PC as new independent auditor, replacing Hudgens CPA PLLC.","No disagreements or reportable events between GEX and Hudgens during fiscal years 2021, 2022, and interim 2023.","Hudgens' audit reports for 2021 and 2022 contained no adverse opinion or qualification.","GEX had not consulted Borgers on any accounting matters prior to engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":319847,"accession_number":"0001493152-23-006005","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2023-02-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEX Management files additional disclosures on $155K convertible note to satisfy covenants","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board resolved on Feb 24, 2023 to file additional disclosures for a convertible note issued in Q4 2021.","Note is a 12% Senior Convertible Note for $155,000 issued to BHP Capital NY on Nov 16, 2021, due Nov 16, 2022.","Filing is to satisfy certain covenant requirements related to the note.","No other material changes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338056,"accession_number":"0001493152-22-031740","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2022-11-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEX Management files additional disclosures for 2021 convertible note to satisfy covenants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board resolved to file additional disclosures related to Nov 2021 convertible note with Jefferson Street Capital.","Note principal $137,500, 8% coupon, due Nov 10, 2022, issued under Securities Purchase Agreement dated Nov 10, 2021.","Filing made to satisfy covenant requirements related to the note."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338055,"accession_number":"0001493152-22-030308","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"GEX Management CEO/CFO Joseph Frontiere resigns; Sri Vanamali takes over","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph Frontiere resigned as CEO and CFO effective November 3, 2022.","Sri Vanamali appointed as CEO and CFO effective immediately.","No reason for departure disclosed in the filing.","Company trades on OTC Pink under ticker GXXM."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392262,"accession_number":"0001493152-22-005951","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEX Management discloses $333k convertible note from Aug 2021 to satisfy covenants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized additional disclosures for a 12% Convertible Note issued Aug 9, 2021 to Leonite Fund 1, LP.","Principal amount is $333,333.33; note is due Aug 9, 2022 and carries 12% interest.","Disclosure made to comply with covenant requirements; the note was part of prior ordinary-course financing.","No new debt issuance, change in terms, or material financial impact from this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392261,"accession_number":"0001493152-22-005327","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEX Management to file additional disclosures for $137,500 convertible note to satisfy covenants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board resolved on Feb 24, 2022 to file supplemental disclosures for an 8% Senior Convertible Note issued Aug 9, 2021.","Note principal of $137,500 issued to Jefferson Street Capital, due Aug 9, 2022.","Filing intended to satisfy covenant requirements under the Securities Purchase Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410583,"accession_number":"0001493152-21-027479","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2021-11-08T23:59:59+00:00","items":["4.01"],"status":"ready","headline":"GEX Management replaces auditor: dismisses Slack & Co., appoints Hudgens CPA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved engagement of Hudgens CPA PLLC as independent auditor for fiscal year ending Dec 31, 2021.","Slack & Company was dismissed as the company's independent registered public accounting firm.","No disagreements or reportable events occurred during Slack & Co.'s tenure through June 30, 2021.","Audit reports for 2018-2020 contained no adverse opinions or modifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429389,"accession_number":"0001493152-21-021740","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2021-09-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEX Management CEO outlines DeFi pivot; plans AI data lab and potential GEX Fund","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["New CEO Joseph Frontiere focuses on Decentralized Finance (DeFi) consulting; targets $128B market per CoinGecko.","GEX is establishing a DeFi Data Lab using AI, machine learning, and real-time crypto data sets.","Client expected to launch first DeFi exchange in September 2021 using GEX's technology.","Company reviewing launch of a GEX Fund to invest in crypto liquidity pools, yield farms, and flash loans.","No specific revenue guidance or financial impact disclosed; forward-looking strategic update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429388,"accession_number":"0001493152-21-017868","cik":1681556,"company_name":"GEX MANAGEMENT, INC.","ticker":"GXXMD","form_type":"8-K","filed_at":"2021-07-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"GEX Management appoints Joseph Frontiere as CEO/CFO; Sri Vanamali becomes President","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sri Vanamali transitions from CEO to President effective immediately; remains a board member.","Joseph Frontiere succeeds Vanamali as Chief Executive Officer and Chief Financial Officer.","Frontiere, 31, most recently served as Executive Chairman of 27 Health, LLC and CEO of Lord Global, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}