Welcome to our dedicated page for Tiptree SEC filings (Ticker: TIPT), 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 Tiptree Inc. (NASDAQ: TIPT) SEC filings page provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Maryland corporation that allocates capital across insurance, specialty finance, real estate, shipping and other assets, Tiptree uses its periodic and current reports to explain its financial results, capital allocation decisions and major transactions.
Through Forms 10‑K and 10‑Q, investors can review Tiptree’s consolidated financial statements, including revenues from earned premiums, service and administrative fees, ceding commissions, net investment income and realized and unrealized gains, along with expenses such as policy and contract benefits, commissions, compensation and interest. These filings also describe segment performance for the insurance operations centered on Fortegra and for the Tiptree Capital segment, as well as non‑GAAP measures like adjusted net income and adjusted return on average equity.
Current reports on Form 8‑K are especially important for understanding Tiptree’s strategic moves. Recent 8‑Ks detail the Agreement and Plan of Merger under which DB Insurance Co., Ltd. will acquire The Fortegra Group, Inc. for a cash purchase price of $1.65 billion, including conditions to closing, voting agreements with major stockholders and risk factor references. Other 8‑Ks describe the Purchase Agreement to sell Reliance First Capital to Carrington Holding Company, LLC, quarterly earnings announcements, dividend declarations, executive leadership changes, and legal department restructuring.
On this page, AI-powered tools can help summarize lengthy filings, highlight key terms in the Fortegra Merger Agreement, and clarify the implications of items such as non‑GAAP reconciliations, leakage provisions, voting agreements and advisory arrangements. Users can also review proxy statements related to the Fortegra transaction and see how Tiptree discloses risk factors, use of proceeds and participant information for proxy solicitations. This centralized view of TIPT’s 10‑K, 10‑Q, 8‑K and proxy materials supports investors who want to analyze Tiptree’s capital allocation strategy, transaction structures and governance framework directly from primary SEC documents.
Tiptree Inc. director Lesley Goldwasser received 2,048 shares of common stock as part of her annual director retainer, paid in stock quarterly in arrears. The shares were reported at a price of $0 per share, reflecting that this is compensation rather than an open-market purchase. Following this grant on January 8, 2026, she beneficially owns 114,410 Tiptree common shares in direct ownership.
Tiptree Inc. director Paul M. Friedman reported an automatic stock grant made through his living trust. On January 8, 2026, The Paul M. Friedman Living Trust acquired 2,048 shares of Tiptree Inc. common stock at a reported price of $0 per share, reflecting the stock portion of his annual director retainer, which is paid quarterly in arrears. Following this grant, the trust beneficially owned 122,398 Tiptree shares, which Friedman reports as indirect ownership through the living trust where he and his spouse serve as trustees.
Tiptree Inc. is restructuring its leadership, naming Executive Chairman Michael Barnes as Chief Executive Officer effective
Mr. Ilany will remain CEO through
Tiptree Inc. reported a leadership change in its legal department. The company separated from Neil Rifkind as Vice President, General Counsel and Secretary, effective immediately, in connection with downsizing its legal department. Under a Separation Agreement dated December 5, 2025, Mr. Rifkind will receive cash severance of $1,600,000 under his employment agreement, continued treatment of his unvested Tiptree equity awards as if his employment had been terminated without cause, and payment of COBRA premiums above the active employee rate through the earlier of June 5, 2027 or his eligibility for comparable coverage with a new employer.
The Board of Directors appointed Siew Kwok as General Counsel, Chief Compliance Officer and Secretary, also effective immediately. Mr. Kwok has served as Deputy General Counsel & Chief Compliance Officer and originally joined Tiptree in 2014 as Assistant General Counsel, after working as a corporate associate at Davis Polk & Wardwell LLP. He holds a B.A. from Fordham University and a J.D. from Stanford Law School.
Tiptree Inc. reported that proxy advisory firm Institutional Shareholder Services (ISS) has recommended that Tiptree shareholders vote “FOR” the proposal to approve the previously announced merger of its subsidiary, The Fortegra Group, Inc.. This support is described in a press release dated November 24, 2025, which is included as an exhibit.
The update is furnished as a Regulation FD disclosure, meaning it is intended to share information broadly with the market but is not treated as filed financial information or automatically incorporated into other securities law filings.
Veradace Partners, a 5.0% shareholder of Tiptree Inc. (TIPT), filed a notice of exempt solicitation urging investors to vote AGAINST Tiptree’s proposed sale of Fortegra to DB Insurance at $28.75 per diluted share. The vote is scheduled for December 3, 2025.
Veradace argues the asset-sale structure is tax-inefficient and says it does not include a committed distribution of proceeds to Tiptree shareholders. It asks the board to restructure the deal so consideration is delivered directly to shareholders, or to pursue an acquisition of Tiptree itself at $28.75 per share. Veradace cites Fortegra’s strong performance and valuation comparisons disclosed in company materials to support its stance.
Tiptree (TIPT)
The Form 4 shows a buy of 5,500 shares of common stock on 11/07/2025 at $18.29 per share (Transaction Code P). After this transaction, Mielle beneficially owns 70,712 shares, held directly.
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