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Reliance Global Group Inc SEC Filings

EZRA NASDAQ

Welcome to our dedicated page for Reliance Global Group SEC filings (Ticker: EZRA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Reliance Global Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Reliance Global Group's regulatory disclosures and financial reporting.

Rhea-AI Summary

Reliance Global Group has launched RELI Exchange 2.0, the next phase of its InsurTech platform for independent insurance agencies, aimed at faster and more efficient growth. The company previously reported that health insurance policies written through RELI Exchange during the 2025 open enrollment period increased 72% year over year, while Personal Lines Property and Casualty written premium rose 36% year over year. Its broker network expanded from approximately 65 to about 300 agency partners since 2022. RELI Exchange 2.0 centralizes recruiting with defined pipeline stages, integrated task management and full communication tracking to support higher recruiting volumes without additional headcount and to lay groundwork for future automation and data-driven capabilities.

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Reliance Global Group, Inc. Chairman and CEO Ezra Beyman reported an open-market purchase of 300,000 shares of Common Stock at a price of 0.1699 per share. Following this transaction, he directly holds 959,299.997 shares, with additional smaller indirect holdings through YES Americana Group, LLC and Reliance Global Holdings, LLC.

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Reliance Global Group, Inc. filed an amendment to its annual report for the year ended December 31, 2025 to correct the list of exhibits. The company had inadvertently omitted its Compensation Recovery Policy dated November 13, 2023, which is now added as Exhibit 97.1.

The amendment also includes current-dated CEO and CFO certifications under Section 302 of the Sarbanes-Oxley Act but makes no changes to the financial statements or other disclosures in the original report. As of March 10, 2026, the company had 21,253,013 common shares outstanding, and non-affiliate common stock held a market value of about $5.3 million as of June 30, 2025.

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Reliance Global Group, Inc. Chief Financial Officer Joel Markovits reported an open-market sale of common stock. On March 24, 2026, he sold 127,562 shares of Reliance Global common stock at an average price of $0.2055 per share. Following this transaction, he directly owns 127.59 shares of the company’s common stock.

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Rhea-AI Summary

Reliance Global Group is asking stockholders to approve several key items at its virtual 2026 annual meeting on May 6, 2026. Holders of 21,253,013 common shares as of March 5, 2026 can vote.

Stockholders will vote to elect five directors, ratify Urish Popeck & Co., LLC as auditor for 2026, and amend the 2025 Equity Incentive Plan to raise the share pool from 2,000,000 to 16,000,000 shares. They are also asked to approve, for Nasdaq Listing Rule 5635(d) purposes, the potential issuance of common stock under a $50,000,000 equity line of credit with White Lion Capital. This arrangement contemplates up to 11,407,273 shares, described as approximately 54% of shares outstanding as of March 12, 2026, subject to pricing, caps and ownership limits. A separate proposal would allow adjournment of the meeting to solicit additional proxies if needed.

The Board unanimously recommends voting in favor of all proposals and outlines executive and director compensation, governance structure, insider ownership of 6.33% by directors and officers as a group, and late Section 16 filings by certain insiders.

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Reliance Global Group, Inc. entered into two settlement agreements to resolve disputes tied to prior stock purchase transactions. The company will pay a cash settlement of $90,560 under the Rubin Settlement Agreement and $40,350 under the Kreindler Settlement Agreement, after which all related obligations are fully released.

The company also amended its Common Stock Purchase Agreement with White Lion Capital to extend the investment commitment period through the earlier of reaching the commitment amount or December 31, 2028, and increased the commitment amount to $50,000,000. In addition, Reliance Global Group adopted amended and restated bylaws to give the board flexibility in setting annual meeting dates and filed Articles of Restatement that restate its articles of incorporation in full.

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Reliance Global Group, Inc. Chief Financial Officer Joel Markovits reported multiple transactions in the company’s common stock. On November 26, 2025, he sold 25,000 shares at $0.6600 per share, leaving him with 127,689.593 shares held directly afterward.

Earlier, on September 15, 2025, he completed an open‑market sale of 44,082 shares at $0.8166 per share, alongside a tax-withholding disposition of 93,808 shares at $0.8747. On September 4 and 3, 2025, he sold 30,255 and 155 shares at prices around $0.88, plus a separate tax-withholding transfer of 6,717 shares. The footnote explains the tax-withholding entries represent shares delivered to cover tax liabilities from a previously reported stock grant under Rule 16b-3.

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Reliance Global Group, Inc. is soliciting proxies for its virtual 2026 Annual Meeting on April 29, 2026 to consider five proposals, including election of five directors and ratification of its auditor. The Record Date is March 5, 2026 and there were 21,253,013 shares outstanding on that date.

The key proposals ask stockholders to: (1) elect five director nominees; (2) ratify Urish Popeck & Co., LLC as independent auditors; (3) approve a 14,000,000-share increase to the 2025 Equity Incentive Plan (raising the reserve from 2,000,000 to 16,000,000 shares); and (4) approve issuances under a Common Stock Purchase Agreement (an equity line of credit) with White Lion Capital, including enabling issuance beyond the Nasdaq 19.99% Exchange Cap after amendments that increased the commitment to $50,000,000. The proxy discloses the ELOC had resulted in 1,098,004 shares issued for net proceeds of $859,607 as of December 31, 2025, and states 11,407,273 shares represent approximately 54% of outstanding shares as of March 12, 2026.

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Reliance Global Group, Inc. Executive Vice President of the Insurance Division, Yaakov Beyman, reported two tax-withholding dispositions of Common Stock, delivering a total of 77,321 shares at prices around $0.87 per share to cover tax liabilities on a prior stock grant. Following these routine, non–open-market transactions, he directly holds 159,473.35 shares of Common Stock.

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FAQ

How many Reliance Global Group (EZRA) SEC filings are available on StockTitan?

StockTitan tracks 18 SEC filings for Reliance Global Group (EZRA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Reliance Global Group (EZRA)?

The most recent SEC filing for Reliance Global Group (EZRA) was filed on March 27, 2026.

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3.62M
19.62M
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United States
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