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Coda Octopus stake hits 6.05% for Bryan Ezralow

Coda Octopus Group, Inc. (CODA) has an updated Schedule 13G/A (Amendment No. 5) reporting the ownership of Bryan Ezralow and the Bryan Ezralow 1994 Trust.

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Coda Octopus Group, Inc. (CODA) has an updated Schedule 13G/A (Amendment No. 5) reporting the ownership of Bryan Ezralow and the Bryan Ezralow 1994 Trust. Bryan Ezralow is reported to beneficially own 682,641 shares of common stock, representing 6.05% of the outstanding shares, based on 11,280,754 shares outstanding as of June 15, 2026. Of this amount, 653,708 shares are held by the Bryan Ezralow 1994 Trust, over which he has sole voting and dispositive power, and 28,933 shares are held by the Ezralow Marital Trust, over which he shares voting and dispositive power. Separately, the 1994 Trust itself is reported as a beneficial owner of 653,708 shares, or 5.79% of the same share base, with sole voting and dispositive power.

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Beneficial ownership (Bryan Ezralow) 682,641 shares Beneficially owned common stock of Coda Octopus Group, Inc.
Ownership percentage (Bryan Ezralow) 6.05% Percent of CODA common stock outstanding based on 11,280,754 shares
Shares held by Bryan Ezralow 1994 Trust 653,708 shares Shares of CODA common stock held directly by the 1994 Trust
Ownership percentage (1994 Trust) 5.79% Percent of CODA common stock outstanding held by the 1994 Trust
Shared voting and dispositive power (Marital Trust) 28,933 shares CODA shares held by the Ezralow Marital Trust with shared power
Shares outstanding (CODA) 11,280,754 shares Common stock outstanding as of June 15, 2026
beneficially owns financial
"Bryan Ezralow beneficially owns 682,641 shares of Common Stock"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
Sole Voting Power financial
"5 | Sole Voting Power 653,708.00 6 | Shared Voting Power"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Shared Dispositive Power financial
"8 | Shared Dispositive Power 28,933.00 9 682,641.00"
Percent of class financial
"(b) | Percent of class: The information required by this Item 4"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G/A regulatory
""form_type": "SCHEDULE 13G/A""
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

FAQ

What percentage of Coda Octopus Group, Inc. (CODA) does Bryan Ezralow beneficially own?

Bryan Ezralow beneficially owns 6.05% of Coda Octopus Group’s common stock, representing 682,641 shares, calculated using 11,280,754 shares outstanding as of June 15, 2026, as reported in the company’s Form 10-Q for the quarter ended April 30, 2026.

How many CODA shares are held by the Bryan Ezralow 1994 Trust?

The Bryan Ezralow 1994 Trust beneficially owns 653,708 shares of Coda Octopus Group common stock, representing 5.79% of the outstanding shares, with sole voting and sole dispositive power over all of these shares.

What portion of Bryan Ezralow’s CODA holdings are held through the Ezralow Marital Trust?

Of Bryan Ezralow’s total 682,641 beneficially owned CODA shares, 28,933 shares are held by the Ezralow Marital Trust, over which he shares both voting and dispositive power.

What share count did CODA use to calculate the ownership percentages in this Schedule 13G/A?

The ownership percentages are based on 11,280,754 shares of Coda Octopus Group common stock outstanding as of June 15, 2026, as reported in the company’s Form 10-Q for the quarterly period ended April 30, 2026.

Who are the reporting persons in this Schedule 13G/A for CODA?

The reporting persons are Bryan Ezralow and the Bryan Ezralow 1994 Trust u/t/d December 22, 1994. Both report beneficial ownership of Coda Octopus Group common stock, with a joint filing agreement attached as Exhibit 99.1.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





19188U206

(CUSIP Number)
12/31/2025

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: (1) Bryan Ezralow beneficially owns 682,641 shares of Common Stock, of which 653,708 shares are held by the Bryan Ezralow 1994 Trust u/t/d December 22, 1994, of which Mr. Ezralow is the sole trustee, and 28,933 shares are held by the Ezralow Marital Trust, over which Mr. Ezralow shares voting and dispositive power. (2) Calculated based upon a total of 11,280,754 shares of Common Stock outstanding as of June 15, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended April 30, 2026, filed with the Securities and Exchange Commission on June 15, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person: (1) The 1994 Trust beneficially owns 653,708 shares of Common Stock, all of which are held directly by the 1994 Trust. (2) Calculated based upon a total of 11,280,754 shares of Common Stock outstanding as of June 15, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended April 30, 2026, filed with the Securities and Exchange Commission on June 15, 2026.


SCHEDULE 13G



Ezralow Bryan Ross
Signature:Bryan Ezralow
Name/Title:Bryan Ezralow
Date:08/28/2026
Bryan Ezralow 1994 Trust u/t/d December 22, 1994
Signature:Bryan Ezralow
Name/Title:Bryan Ezralow, Trustee
Date:08/28/2026
Exhibit Information

Joint Filing Agreement attached as Exhibit 99.1