Welcome to our dedicated page for Reliance Global Group SEC filings (Ticker: RELIW), 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.
The SEC filings for Reliance Global Group, Inc. (NASDAQ: RELI; warrants RELIW) provide detailed insight into the company’s InsurTech operations, capital structure, and strategic initiatives. Through registration statements, current reports, and other filings, the company discloses information about its insurance technology platforms, portfolio transactions, financing arrangements, and digital asset activities.
Investors reviewing this filings page will find documents such as Form S-1 and S-1/A registration statements related to Series A warrants and equity financing, which outline terms of offerings, use of proceeds, and risk factors. Form 8-K current reports describe material events including asset sales, such as the sale of Fortman Insurance Services’ business, divestitures of non-core agencies, and related debt reduction, as well as agreements like at-the-market offering arrangements, equity lines of credit, and interim crypto purchase agreements used in connection with the company’s Digital Asset Treasury initiative.
The filings also discuss unregistered sales of equity securities, equity incentive awards, and changes in director and executive compensation. These disclosures help clarify potential dilution, governance decisions, and how Reliance Global Group aligns management incentives with its stated strategies. In addition, the company furnishes financial statements, pro forma information for proposed acquisitions, and investor presentations that further explain its insurance, InsurTech, and technology-focused activities.
On Stock Titan, this page surfaces Reliance Global Group’s SEC filings in one place and pairs them with AI-powered summaries to highlight key points from lengthy documents such as registration statements and 8-Ks. Users can quickly identify filings related to capital raises, asset sales, digital asset treasury actions, and other material events, and then drill into the full text for deeper analysis. For those tracking RELIW and the underlying RELI common stock, these filings offer a primary source for understanding the company’s regulatory disclosures, securities terms, and structural changes over time.
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.
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.
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. 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.
Reliance Global Group, Inc. reported that its Board Compensation Committee approved a one-time cash bonus for Chief Financial Officer Joel Markovits. On March 2, 2026, the Committee granted Mr. Markovits a $50,000 gross cash award, which will be paid subject to standard tax withholding and authorized deductions.