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.
Reliance Global Group filings document material-event disclosures, governance matters, shareholder voting results, material agreements and capital-structure information for its insurance, InsurTech and strategic ventures activities. The company's 8-K reports cover Regulation FD disclosures, settlement agreements, compensation actions, securities references involving common stock and Series Warrants, and operating or financial-results updates.
The company's proxy and annual-meeting filings disclose board elections, auditor ratification, equity incentive plan matters and stockholder vote results. Filings also describe agreements related to LifeSci Global Group, the Innervate investment, promissory note arrangements and governance review of transactions involving the company's healthcare investment platform.
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.
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.
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.
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.
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.
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.
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.
Reliance Global Group, Inc. Chairman and CEO Ezra Beyman reported routine tax-withholding transactions related to previously granted stock awards. On September 15, 2025, 289,780 shares of common stock were delivered at $0.8747 per share to satisfy tax obligations. On September 3, 2025, an additional 9,043 shares were delivered at $0.8838 per share for the same purpose. After these dispositions, Beyman held 659,299.97 shares directly, plus indirect holdings of 472 shares through YES Americana Group, LLC and 7 shares through Reliance Global Holdings, LLC, entities controlled by him and/or his spouse. The footnote states these transactions represent payment of tax liability incident to a previously reported stock grant and are exempt under Rule 16b-3 of the Exchange Act.
Reliance Global Group, Inc., now trading as EZRA, describes a holding‑company model built on insurance agencies, InsurTech platforms, and new majority investments in technology businesses. Insurance operations remain the core, centered on the RELI Exchange B2B platform and 5MinuteInsure.com direct‑to‑consumer portal, both focused on multi‑carrier digital distribution.
The company outlines its new EZRA International Group and “Scale51” strategy, exemplified by a staged deal to acquire 51% of cybersecurity firm Enquantum and a non‑binding term sheet to take a majority stake in Israeli diagnostics company Scentech. It also details 2025 asset sales used to reduce Oak Street debt, adoption of a digital‑asset treasury policy, and a January 2026 public offering of about $2.0 million of common stock and warrants to fund working capital, strategic investments, and general purposes, alongside extensive risk factors covering financing needs, Nasdaq listing compliance, geopolitical exposure, cybersecurity, regulation, and execution of its acquisition‑driven growth plan.