Reliance Global Group, Inc.

Overview

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• TickerEZRA on Nasdaq¹
• IndustryInsurance Agents, Brokers & Service¹
• HeadquartersLakewood, New Jersey¹
• Incorporated inFL²
• Business address300 Boulevard Of The Americas,, Suite 105, Lakewood, Nj 08701²
• Filer categoryNon-accelerated filer, Smaller reporting company²
• Legal formCorporation

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InsurTech platforms designed to enhance distribution efficiency, scalability, and operational integration.³ From its latest annual report

Corporate structure

Reliance Global Group, Inc. 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 Reliance Global Group, Inc. 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

Below is a schedule of the properties we currently occupy:

Entity Name · Location · Own/Lease · Description · Approx. Sq. Footage · Lease Term · Monthly Rent in USD

Item 2 of the 10-K filed Mar 10, 2026.³

Leadership

Who has led Reliance Global Group, Inc., and when. Pick a name to see everywhere that person has worked.

• Chief executive officerEzra Beyman Oct 7, 2021 to now¹²
• ChairEzra Beyman Aug 30, 2022 to now¹³
• Chief financial officerJoel Markovits Sep 14, 2023 to now¹⁴
• Chief financial officerWilliam Y. Lebovics Aug 19, 2022 to Aug 19, 2022¹⁵
• Chief financial officerAlex Blumenfrucht Jun 1, 2021 to Jun 1, 2021¹⁶
• Chief operating officerJudah Korman Jul 1, 2026 to now¹⁷

Timeline

1. Oct 13, 20268-K Regulation FD disclosure²⁶
2. Oct 5, 20268-K Regulation FD disclosure²⁷
3. Sep 30, 20268-K Entered a material agreement; Ended a material agreement; Completed an acquisition or sale²⁸
4. Sep 30, 20268-K Completed an acquisition or sale²⁹
5. Sep 16, 20268-K Completed an acquisition or sale; Regulation FD disclosure³⁰
6. Sep 11, 20268-K Entered a material agreement³¹
7. Sep 9, 20268-K Entered a material agreement³²
8. Sep 3, 20268-K Entered a material agreement; Change to shareholders' rights; Bylaws or fiscal year changed³³
9. Aug 27, 20268-K Other events³⁴
10. Aug 6, 20268-K Unregistered sale of shares³⁵
11. Aug 5, 20268-K Regulation FD disclosure; Other events³⁶
12. Aug 4, 20268-K Results of operations³⁷
13. Oct 7, 2021New chief executive Ezra Beyman becomes CEO¹²

Calendar

When it reported results

1. Aug 4, 2026Reported quarterly or annual results³⁷
2. May 14, 2025Reported quarterly or annual results³⁸
3. Mar 6, 2025Reported quarterly or annual results³⁹
4. Nov 7, 2024Reported quarterly or annual results⁴⁰
5. Jul 25, 2024Reported quarterly or annual results⁴¹
6. May 20, 2024Reported quarterly or annual results⁴²
7. Apr 4, 2024Reported quarterly or annual results⁴³
8. Nov 13, 2023Reported quarterly or annual results⁴⁴

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

Filings

352 filings to the SEC since October 2021: 8 annual reports, 18 quarterly reports, 125 major events, 78 insider forms, 13 large holders, 1 private raises, 109 other. The latest 20:

1. Oct 15, 2026SCHEDULE 13D/A EDGAR
2. Oct 15, 2026SCHEDULE 13D/A EDGAR
3. Oct 13, 20268-K EDGAR
4. Oct 5, 20268-K EDGAR
5. Sep 30, 20268-K/A EDGAR
6. Sep 30, 20268-K EDGAR
7. Sep 24, 2026424B3 EDGAR
8. Sep 16, 20268-K EDGAR
9. Sep 11, 20268-K EDGAR
10. Sep 10, 20264 EDGAR
11. Sep 10, 20264 EDGAR
12. Sep 10, 20264 EDGAR
13. Sep 10, 20264 EDGAR
14. Sep 10, 20264 EDGAR
15. Sep 10, 20264 EDGAR
16. Sep 10, 20264 EDGAR
17. Sep 10, 20264 EDGAR
18. Sep 10, 20264 EDGAR
19. Sep 9, 20268-K EDGAR
20. Sep 3, 20268-A12B EDGAR

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

Insider trades

39 open-market trades by officers, directors and large owners since October 2021: 19 buys and 20 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.

• GNK Holdings LLCSCHEDULE 13D/A, 3 filings Aug 27, 2026 to Oct 15, 2026⁴⁵
• INTRACOASTAL CAPITAL, LLCSCHEDULE 13G, 1 filing Feb 2, 2026⁴⁶
• White Lion Capital LLCSCHEDULE 13G, 1 filing Sep 22, 2025⁴⁷
• Jonathan S. SpetnerSCHEDULE 13G/A, 2 filings May 16, 2025 to Jul 28, 2025⁴⁸
• ARMISTICE CAPITAL, LLCSC 13G/A, 3 filings Feb 14, 2023 to Nov 14, 2024⁴⁹
• Hudson Bay Capital Management LPSC 13G/A, 3 filings Feb 3, 2022 to Feb 6, 2024⁵⁰

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

Money raised

Private offerings the company reported to the SEC on Form D.

1. Jan 5, 2022Raised $20 million in a private offering of equity Form D: 2 investors so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Reliance Global Group, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARReliance Global Group, Inc.¹
• CIK0001812727
• Employer ID (EIN)46-3390293³
• Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; a shell company³
• Incorporated inFlorida³
• Fiscal year endsDecember 31¹
• Industry code (SIC)6411 Insurance Agents, Brokers & Service¹
• SEC reviewing officeOffice of Finance, Division of Corporation Finance¹
• Business address300 Boulevard Of The Americas,, Suite 105, Lakewood, NJ 08701¹
• Phone732-780-4647¹
• Shares outstanding1,002,998 as of Jul 30, 2026¹¹
• Public float$5.3M as of Jun 30, 2025³
• AuditorUrish Popeck & Co., LLC, Pittsburgh, Pennsylvania PCAOB ID 1013; no auditor attestation of internal control over financial reporting³
• On EDGAR sinceJun 22, 2020¹
• Filings385 in all: 8-K (125), 4 (70), CORRESP (20), 10-Q (17), UPLOAD (14), S-1/A (12), EFFECT (10), 3 (9)¹
  All 43 form types

  424B5 (9), DEFA14A (9), S-1 (9), 424B4 (8), 10-K (6), DEF 14A (6), S-8 (6), 424B3 (5), PRE 14A (4), SC 13G/A (4), 10-K/A (3), 10-Q/A (3), NT 10-Q (3), RW (3), SCHEDULE 13G (3), 4/A (2), 8-A12B (2), 8-K/A (2), DRS (2), POS AM (2), SC 13G (2), SCHEDULE 13D/A (2), 10-12G (1), 144 (1), 25-NSE (1), 3/A (1), CERT (1), D (1), DEF 14C (1), NT 10-K (1), PRE 14C (1), S-1MEF (1), S-3 (1), SCHEDULE 13D (1), SCHEDULE 13G/A (1)

• Latest filingsAnnual report (10-K) Mar 10, 2026
  Quarterly report (10-Q) Jul 30, 2026
  Proxy statement (DEF 14A) Mar 23, 2026
  Latest 8-K (8-K) Oct 13, 2026

Securities registered for trading

From the cover page of the 10-K filed Mar 10, 2026 (Section 12(b) of the Exchange Act).³

Risk factors and legal proceedings

The risks Reliance Global Group, Inc. names in Item 1A of its 10-K filed Mar 10, 2026: 38 risks under these headings, as written.³

• Risks Related to Our Business
• Our strategic expansion through EZRA International Group and the Scale51 investment model involves significant risks and uncertainties.
• Our investments in companies located in Israel expose us to risks related to geopolitical instability, armed conflict, and regional security conditions.
• The Company has limited resources and there is significant competition for business combination opportunities. Therefore, the Company may not be able to acquire other assets or businesses.
• The Company may be unable to obtain additional financing, if required, to complete an acquisition, or to Company the operations and growth of existing and target business, which could compel the Company to restructure a potential business transaction or abandon a particular business combination.
• We hold our cash and cash equivalents that we use to meet our working capital and operating expense needs in deposit accounts that could be adversely affected if the financial institution holding such funds fail.
• Our inability to retain or hire qualified employees, as well as the loss of any of our executive officers, could negatively impact our ability to retain existing business and generate new business.
• Our growth strategy depends, in part, on the acquisition of other insurance intermediaries, which may not be available on acceptable terms in the future or which, if consummated, may not be advantageous to us.
• A cybersecurity attack, or any other interruption in information technology and/or data security and/or outsourcing relationships, could adversely affect our business, financial condition, and reputation.
• Rapid technological change may require additional resources and time to adequately respond to dynamics, which may adversely affect our business and operating results.
• Changes in data privacy and protection laws and regulations, or any failure to comply with such laws and regulations, could adversely affect our business and financial results.
• Because our insurance business is highly concentrated in Michigan, New York, Montana, New Jersey, Ohio, and Illinois adverse economic conditions, natural disasters, or regulatory changes in these regions could adversely affect our financial condition.

Legal proceedings

We are not currently a party to any material legal proceedings. From time to time, we may become involved in litigation or legal proceedings relating to claims arising from the ordinary course of business.

The opening of Item 3, Legal Proceedings.³