Source-grounded facts extracted from Abacus Global Management, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Sean McNealy resigned as director at Abacus Global Management, Inc..
“On June 30, 2026, Sean McNealy notified the Company of his decision to resign from his role as a director of the Company, effective June 30, 2026, in connection with his planned retirement.”
Abacus Global Management, Inc. shareholders approved Advisory Vote on the frequency of the Say-on-Pay Vote at the 2026-06-03 meeting.
“Proposal No. 5 - Advisory Vote on the frequency of the Say-on-Pay Vote The Company’s stockholders approved the advisory vote for a one-year frequency for the Company to seek a Say-on-Pay vote on executive compensation with the following votes: FREQUENCY FOR ABSTAIN 1 Year 52,503,249 2,281,921 2 Years 54,412 2,281,921 3 Years 18,117,425 2,281,921”
Abacus Global Management, Inc. shareholders approved Advisory vote on Executive Compensation at the 2026-06-03 meeting.
“Proposal No. 4 - Advisory vote on Executive Compensation The Company’s stockholders approved the advisory vote on executive compensation with the following votes: FOR AGAINST ABSTAIN BROKER NON-VOTES 62,263,261 8,351,613 2,342,133 5,216,556”
Abacus Global Management, Inc. shareholders approved Approval of the Abacus Global Management, Inc. 2026 Long-Term Equity Incentive Plan (the '2026 LTIP') at the 2026-06-03 meeting.
“Proposal No. 3 - Approval of the Abacus Global Management, Inc. 2026 Long-Term Equity Incentive Plan (the “2026 LTIP”) The Company’s stockholders approved the 2026 LTIP with the following votes: FOR AGAINST ABSTAIN BROKER NON-VOTES 62,076,844 8,532,200 2,347,963 5,216,556”
Abacus Global Management, Inc. shareholders approved Ratification of Independent Registered Public Accounting Firm at the 2026-06-03 meeting.
“Proposal No. 2 - Ratification of Independent Registered Public Accounting Firm The Company’s stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 with the following votes: FOR AGAINST ABSTAIN 78,073,928 33,924 65,711”
Abacus Global Management, Inc. shareholders approved Election of Directors at the 2026-06-03 meeting.
“Proposal No. 1 - Election of Directors The following nominees were re-elected to serve as Class III directors of the Company for a three-year term with the following votes: NOMINEE FOR WITHHOLD BROKER NON-VOTES Jay Jackson 72,107,921 849,086 5,216,566 Thomas W. Corbett, Jr. 67,618,868 5,338,139 5,216,556”
Abacus Global Management, Inc. reported financial results for the first quarter ended March 31, 2026.
“On May 7, 2026, Abacus Global Management, Inc. ("Abacus" or "Company") announced the results of its operations and its financial condition for the quarterly period ended March 31, 2026.”
Abacus Global Management, Inc. engaged KPMG LLP as its auditor.
“(b) Engagement of New Independent Registered Public Accounting Firm On March 16, 2026, the Audit Committee approved the engagement of KPMG LLP (“KPMG”) as the Company’s new independent registered public accounting firm, effective upon the dismissal of GT.”
Abacus Global Management, Inc. dismissed Grant Thornton, LLP as its auditor.
“o Item 4.01 Changes in Registrant’s Certifying Accountant (a) Dismissal of Independent Registered Public Accounting Firm On March 16, 2026, the Audit Committee (the “Audit Committee”) of the Board of Directors of Abacus Global Management, Inc., (the “Company”) approved the dismissal of Grant Thornton, LLP (“GT”) as the Company’s independent registered public accounting firm, effective immediately.”
Abacus Global Management, Inc. updated its the fourth quarter and full year ended December 31, 2025 guidance (initiated).
“On March 12, 2026, Abacus Global Management, Inc. ("Abacus" or "Company") announced the results of its operations and its financial condition for the annual period ended December 31, 2025.”
Abacus Global Management, Inc.: Filing of Certificate of Designations for Series A Convertible Preferred Stock (effective 2025-03-18).
“The information about the Certificate of Designations set forth under Item 3.03 of this Current Report on Form 8-K is hereby incorporated by reference into this Item 5.03.”
Abacus Global Management, Inc.: Company changed its corporate name to Abacus Global Management, Inc. via a Certificate of Amendment to the Second Amended and Restated Certificate of Incorporation filed with the Delaware Secretary of State (effective 2025-02-27).
“Abacus Life, Inc. (the “Company”) changed its corporate name to Abacus Global Management, Inc., pursuant to a Certificate of Amendment to the Second Amended and Restated Certificate of Incorporation of the Company (the “Certificate of Amendment”) filed with the Delaware Secretary of State on February 27, 2025 (the “Name Change”).”
Abacus Global Management, Inc. reported the quarterly period ended March 31, 2024 results: revenue $21.5 million, net income net loss of $1.3 million.
“Total revenue for the first quarter of 2024 more than doubled to $21.5 million, compared to $10.3 million in the prior-year period. The increase was primarily driven by higher active management revenue, increased capital deployed and more policies sold directly to third parties. o Total revenue from portfolio servicing segment for the first quarter of 2024 was $0.2 million, compared to $0.3 million in the prior-year period. - Originations capital deployment for the first quarter of 2024 were $33.3 million, compared to $34.4 million in the prior-year period; number of policy originations for the first quarter of 2024 grew 6% to 119, compared to 112 in the prior-year period. - GAAP net loss attributable to shareholders for the first quarter of 2024 was $1.3 million, compared to GAAP net income attributable to shareholders of $8.1 million in the prior-year period”
Abacus Global Management, Inc. reported quarter ended December 31, 2023 results: revenue $23.6 million, net income $6.2 million.
“Total revenue for the fourth quarter of 2023 grew 25% to $23.6 million, compared to $18.8 million in the prior-year period.”
Abacus Global Management, Inc. reported year ended December 31, 2023 results: revenue $79.6 million, net income $8.5 million.
“On March 21, 2024, Abacus Life, Inc. announced the results of its operations and its financial condition for the year ended December 31, 2023. The full text of the earnings release is included here as Exhibit 99.1 hereto.”
Abacus Global Management, Inc. entered into Underwriting Agreement with Piper Sandler & Co. and each of the underwriters named in Exhibit A valued at $25 million aggregate principal amount (effective 2024-02-09).
“On February 9, 2024, Abacus Life, Inc., a Delaware corporation (the “Company”), entered into an Underwriting Agreement (the “Underwriting Agreement”) with Piper Sandler & Co. and each of the underwriters named in Exhibit A thereto (the “Underwriters”), pursuant to which the Underwriters agreed to purchase from the Company $25 million aggregate principal amount of the Company’s 9.875% Fixed Rate Senior Notes due 2028 (the "New Notes").”
Abacus Global Management, Inc. entered into Private Warrant Standstill Agreement with East Sponsor, LLC, Lifebridge Holdings, LLC (effective 2023-12-20).
“and • Letter Agreement among the Company, East and Lifebridge Holdings, LLC (the “Private Warrant Standstill Agreement”). The Sponsor Support Agreement and the Company Support Agreement reflect the original intent of the parties thereto that the lock up relating to 15% of the Company’s common stock, par value $0.0001 per share (“Common Stock”) held by the parties shall expire on the 12-month anniversary of the closing date of the Company’s business combination, which would fall on June 30, 2024.”
Abacus Global Management, Inc. amended Amendment No. 1 to the Company Support Agreement with Longevity Market Assets, LLC, Abacus Settlements, LLC, T. Sean McNealy, K. Scott Kirby, Matthew A. Ganovsky, Jay Jackson (effective 2023-12-20).
“• Amendment No. 1 to the Company Support Agreement, dated August 30, 2022, by and among the Company, LMA, Abacus Settlements, T. Sean McNealy, K. Scott Kirby, Matthew A. Ganovsky and Jay Jackson, originally filed as Exhibit 10.2 to the Form 8-K (the “Company Support Agreement Amendment”);”
Abacus Global Management, Inc. amended Amendment No. 1 to the Sponsor Support Agreement with Longevity Market Assets, LLC, Abacus Settlements, LLC, East Sponsor, LLC (effective 2023-12-20).
“• Amendment No. 1 to the Sponsor Support Agreement, dated August 30, 2022, by and among the Company, Longevity Market Assets, LLC (“LMA”), Abacus Settlements, LLC (“Abacus Settlements”) and East Sponsor, LLC (“East”), originally filed as Exhibit 10.1 to the Company’s Current Report on Form 8-K (the “Form 8-K”) filed with the Securities Exchange Commission on August 30, 2022 (the “Sponsor Support Agreement Amendment”);”
Abacus Global Management, Inc. reported the quarter ended September 30, 2023 results: revenue $21.1 million, net income $0.9 million.
“Total revenue for the third quarter of 2023 grew 20% to $21.1 million, compared to $17.5 million in the prior-year period.”
Abacus Global Management, Inc. entered into Underwriting Agreement with Piper Sandler & Co., as representative of the several underwriters valued at $31 million aggregate principal amount (effective 2023-11-02).
“On November 2, 2023, Abacus Life, Inc., a Delaware corporation (the “Company”), entered into an Underwriting Agreement (the “Underwriting Agreement”) with Piper Sandler & Co., as representative of the several underwriters named in Exhibit A thereto (the “Underwriters”), pursuant to which the Underwriters agreed to purchase from the Company $31 million aggregate principal amount of the Company’s 9.875% Fixed Rate Senior Notes due 2028 (the “Notes”).”
Abacus Global Management, Inc. reported financial results for historical second quarter 2022.
“On August 25, 2023, Abacus Life, Inc. released the historical second quarter 2022 financials for Abacus Settlements, LLC and Longevity Market Assets, LLC”
Abacus Global Management, Inc. reported the quarter ended June 30, 2023 results: revenue $18.3 million, net income $6.4 million.
“is included here as Exhibit 99.1 hereto. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 ABACUS LIFE REPORTS SECOND QUARTER 2023 RESULTS - Revenue Grew 30% Year-over-Year to $18.3 Million - - Increased Originations Capital Deployment by 88% Year-over-Year to $59.7 Million - - Net Income Increased 40% Year-over-Year to $6.4 Million - - Adjusted EBITDA Grew 33%”
Abacus Global Management, Inc. dismissed Marcum LLP as its auditor.
“On July 17, 2023, the Audit Committee approved the dismissal of Marcum LLP ("Marcum"), the Company's independent registered public accounting firm prior to the Business Combination, and informed Marcum that it would be replaced by Grant Thornton LLP ("Grant Thornton") as the Company's independent registered public accounting firm effective as of July 17, 2023.”
Abacus Global Management, Inc.: Company ceased to be a shell company as a result of the business combination.
“As a result of the Business Combination, the Company ceased to be a shell company”
Abacus Global Management, Inc.: Adopted a new Code of Business Conduct and Ethics (effective 2023-06-30).
“on June 30, 2023, the Board approved and adopted a new Code of Business Conduct and Ethics applicable to all employees, officers and directors of the Company”
Abacus Global Management, Inc.: Amended and restated bylaws effective upon closing of business combination.
“and amended and restated its bylaws (as amended, the “A&R Bylaws”) effective as of the Closing”
Abacus Global Management, Inc.: Amended and restated certificate of incorporation effective upon closing of business combination.
“On the Closing Date, in connection with the consummation of the Business Combination, the Company amended and restated its certificate of incorporation, effective as of the Closing (the “A&R Charter”)”
Abacus Global Management, Inc. underwent a change of control involving East Resources Acquisition Company for Business combination pursuant to Agreement and Plan of Merger, merger of LMA Merger Sub into LMA and Abacus Merger Sub into Legacy Abacus, Legacy Companies beco (closed 2023-06-30).
“Pursuant to the Merger Agreement, on June 30, 2023, (i) LMA Merger Sub merged with and into LMA, with LMA surviving such merger (the “LMA Merger”) and (ii) Abacus Merger Sub merged with and into Legacy Abacus, with Legacy Abacus surviving such merger (the “Abacus Merger” and, together with the LMA Merger, the “Mergers” and, along with the other transactions contemplated by the Merger Agreement, the “Business Combination”) and the Legacy Companies became direct wholly owned subsidiaries of Abacus.”
Abacus Global Management, Inc. entered into Merger Agreement with East Resources Acquisition Company (effective 2023-06-30).
“As described in Item 1.01 above, on June 29, 2023, ERES held the Special Meeting, at which the ERES stockholders considered and adopted, among other matters, a proposal to approve the Merger Agreement and the Business Combination. On June 30, 2023, the parties consummated the Business Combination.”
Abacus Global Management, Inc. shareholders approved To vote upon a proposal to approve and adopt the Abacus Life, Inc. 2023 Long-Term Equity Compensation Incentive Plan in the form attached to the Proxy Statement. at the 2023-06-29 meeting.
“6. The Incentive Plan Proposal – To vote upon a proposal to approve and adopt the Abacus Life, Inc. 2023 Long-Term Equity Compensation Incentive Plan in the form attached to the Proxy Statement. For Against Abstain 10,777,010 8,710 1,000”
Abacus Global Management, Inc. shareholders approved To vote upon a proposal to elect seven directors to serve on the board of directors of the post-combination company until the 2024 annual meeting of stockholders, in the case of Class I directors, the 2025 annual meeting of stockholders, in the case of Class II directors, and the 2026 annual meeting at the 2023-06-29 meeting.
“4. The Director Election Proposal – To vote upon a proposal to elect seven directors to serve on the board of directors of the post-combination company until the 2024 annual meeting of stockholders, in the case of Class I directors, the 2025 annual meeting of stockholders, in the case of Class II directors, and the 2026 annual meeting of stockholders, in the case of Class III directors. a. Adam Gusky, as Class I director For Against Abstain 8,625,000 0 0 b. Sean McNealy, as Class I director For Against Abstain 8,625,000 0 0 c. Cornelis Michiel van Katwijk, as Class II director For Against Abstain 8,625,000 0 0 d. Mary Beth Schulte, as Class II director For Against Abstain 8,625,000 0 0 e. Karla Radka, as Class II director For Against Abstain 8,625,000 0 0 f. Thomas W. Corbett, Jr., as Class III director For Against Abstain 8,625,000 0 0 g. Jay Jackson, as Class III director For Against Abstain 8,625,000 0 0”
Abacus Global Management, Inc. shareholders approved To vote upon, on a non-binding advisory basis, a separate proposal with respect to certain governance provisions in the Proposed Charter in accordance with SEC requirements to (i) change the authorized capital stock and (ii) remove the blank check company provisions. at the 2023-06-29 meeting.
“3. The Governance Proposal - To vote upon, on a non-binding advisory basis, a separate proposal with respect to certain governance provisions in the Proposed Charter in accordance with SEC requirements to (i) change the authorized capital stock and (ii) remove the blank check company provisions. For Against Abstain 10,774,650 12,070 0”
Abacus Global Management, Inc. shareholders approved To adopt the Second Amended and Restated Certificate of Incorporation of ERES in the form attached to the Proxy Statement (the " Proposed Charter "). at the 2023-06-29 meeting.
“Holders of Common Stock For Against Abstain 10,774,650 12,070 0”
Abacus Global Management, Inc. shareholders approved To approve and adopt the Merger Agreement and the transactions contemplated thereby. at the 2023-06-29 meeting.
“The voting results for the proposals voted on at the Special Meeting are set forth below: 1. The Business Combination Proposal – To approve and adopt the Merger Agreement and the transactions contemplated thereby. For Against Abstain 10,774,650 12,070 0”
Abacus Global Management, Inc. received a nasdaq deficiency notice notice regarding late filing (rules 5250(c)(1)).
“May 24, 2023, the Company received a notice (the “ Notice ”) from the Listing Qualifications Department of The NASDAQ Stock Market LLC (“NASDAQ”) stating that the Company is not in compliance with NASDAQ Listing Rule 5250(c)(1) (the “Rule”) because it had not timely filed the Form 10-Q with the SEC. The Rule requires listed companies to timely file all required periodic financial reports with the SEC. The Company has since satisfied this obligation by filing its Form 10-Q on May 25, 2023.”
Abacus Global Management, Inc. amended Second Amendment to Agreement and Plan of Merger with East Resources Acquisition Company, Longevity Market Assets, LLC, Abacus Settlements, LLC valued at Amendment to Agreement and Plan of Merger, dated August 30, 2022, to clarify stockholder votes, requ (effective 2023-04-20).
“On April 20, 2023, ERES, LMA Merger Sub, Abacus Merger Sub, LMA and Abacus entered into the Second Amendment to Agreement and Plan of Merger (the “ Amendment ”), pursuant to which the Merger Agreement was amended to, among other things, (i) clarify the ERES stockholder votes required to approve the Transaction Proposals, (ii) require that the Companies deliver or cause to be delivered to ERES documentation relating to a tax election at the Closing and (iii) extend the Outside Date to July 27, 2023.”
Abacus Global Management, Inc.: Amendment to extend the deadline for initial business combination from January 27, 2023 to July 27, 2023 (effective 2023-01-23).
“On January 23, 2023, the Company filed an amendment (the “Second Extension Amendment”) to the Company’s Amended and Restated Certificate of Incorporation (the “A&R Charter”) with the Secretary of State of the State of Delaware. The Second Extension Amendment extends the date by which the Company must consummate its initial business combination from January 27, 2023 to July 27, 2023.”
Abacus Global Management, Inc. shareholders approved To approve and amend the A&R Charter to extend the date by which the Company must consummate a business combination from January 27, 2023 to July 27, 2023. at the 2023-01-20 meeting.
“The Second Extension Amendment Proposal – To approve and amend the A&R Charter to extend the date by which the Company must consummate a business combination from January 27, 2023 to July 27, 2023. For Against Abstain 15,840,829 707,122 9,196”
Abacus Global Management, Inc. incurred loan of up to $565,497.31 with East Sponsor, LLC at 0% maturing earlier of (a) date of consummation of initial business combination or (b) date of liquidation.
“On January 23, 2023, East Resources Acquisition Company, a Delaware corporation (the “Company”), issued a promissory note (the “Note”) in the principal amount of up to $ 565,497.31 to East Sponsor, LLC, a Delaware limited liability company (the “Sponsor”), pursuant to which the Sponsor agreed to loan the Company up to $ 565,497.31 in connection with the extension of the Company’s time to consummate a business combination from January 27, 2023 to July 27, 2023.”
Abacus Global Management, Inc. entered into Note with East Sponsor, LLC valued at $ 565,497.31 (effective 2023-01-23).
“On January 23, 2023, East Resources Acquisition Company, a Delaware corporation (the “Company”), issued a promissory note (the “Note”) in the principal amount of up to $ 565,497.31 to East Sponsor, LLC, a Delaware limited liability company (the “Sponsor”), pursuant to which the Sponsor agreed to loan the Company up to $ 565,497.31 in connection with the extension of the Company’s time to consummate a business combination from January 27, 2023 to July 27, 2023.”
Abacus Global Management, Inc. received a nasdaq deficiency notice notice regarding other (rules 5620(a), 5810(c)(2)(G)).
“January 9, 2023, East Resources Acquisition Company (the “ Company ”) received a notice from the Listing Qualifications Department of The NASDAQ Stock Market LLC (“ NASDAQ ”) stating that the Company failed to hold an annual meeting of stockholders within 12 months after its fiscal year ended December 31, 2021, as required by NASDAQ Listing Rule 5620(a). In accordance with NASDAQ Listing Rule 5810(c)(2)(G), the Company has 45 calendar days (or until February 23, 2023) to submit a plan to regain compliance and, if NASDAQ accepts the plan, NASDAQ may grant the Company up to 180 calendar days fro”
Abacus Global Management, Inc. terminated Forward Purchase Agreement with East Asset Management, LLC (effective 2022-12-02).
“On December 2, 2022, ERES and East Asset Management, LLC, a Delaware limited liability company (the “Purchaser”), entered into an agreement (the “Termination Agreement”) to terminate that certain Forward Purchase Agreement, dated as of July 2, 2020, by and between ERES and the Purchaser (the “Forward Purchase Agreement,” and the transactions contemplated therein, the “FPA Transactions”), effective as of December 2, 2022.”
Kim Pegula resigned as Director at Abacus Global Management, Inc..
“Gary L. Hagerman, Jr. and Kim Pegula each resigned as a director of the Company.”
Gary L. Hagerman, Jr. resigned as Director at Abacus Global Management, Inc..
“Gary L. Hagerman, Jr. and Kim Pegula each resigned as a director of the Company.”
Thomas A. Lopus was appointed as Director at Abacus Global Management, Inc..
“Effective as of September 10, 2021, the Board appointed Thomas A. Lopus as a director of the Company to fill the vacancy on the Board that resulted from the previously report passing of Mr. Sobol.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.