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. is asking stockholders to approve several governance and compensation items at its virtual 2026 annual meeting on April 28, 2026. Key proposals include electing three Class I directors, ratifying Deloitte as auditor, and advisory votes on executive pay and its frequency. The most significant change is Amendment No. 2 to the 2017 Omnibus Incentive Plan, which would extend the plan to June 6, 2037 and add 4,000,000 shares to the 413,369 shares still available for equity awards. The proxy also highlights 2025 as a transformative year, with agreed sales of Fortegra and Reliance First Capital expected to result in estimated pro‑forma book value of about
Tiptree Inc.’s Chief Financial Officer, Scott T. McKinney, reported open-market purchases of the company’s common stock. On
After these transactions, his 401(k) held 4,000 shares indirectly, and a separate holding entry shows 99,939 shares held directly. The footnotes explain that each purchase was executed in multiple trades within narrow price ranges, with the reported prices reflecting weighted averages.
Tiptree Inc. insider Michael Barnes has updated his ownership disclosure and adopted a new stock purchase plan. As of March 1, 2026, the company had 37,877,057 common shares outstanding, and Barnes beneficially owned 10,439,197 shares, including 353,769 shares issuable upon option exercise, representing about 27.31% of this total.
Effective March 11, 2026, Barnes entered into a trading plan with Wells Fargo Advisors authorizing the broker to purchase Tiptree common stock on his behalf with an aggregate purchase price of up to $2,000,000, subject to conditions that include the trading price. The plan is filed as an exhibit and the amendment also refreshes disclosures on his ownership and related arrangements.
Tiptree Inc. files its annual report describing a major strategic reshaping. The company agreed to sell its 69.1%-owned insurance subsidiary Fortegra for
After these transactions, Tiptree’s future results will depend on its retained investment platform and other assets, while it remains subject to Investment Company Act limits and ongoing public company costs. Management highlights broad discretion over Sale proceeds, does not expect a special cash distribution tied to the Sale, and outlines extensive risks around transaction completion, tax impact, capital requirements, competition in specialty insurance and mortgages, reliance on distributors, cybersecurity, ratings, and regulatory constraints.
Tiptree Inc. reported 2025 results and highlighted pending sales of Fortegra and Reliance First Capital that significantly reshape the business. The Fortegra deal values the unit at $1.65 billion, with an estimated $1.12 billion in gross proceeds to Tiptree, while the Reliance sale is expected to generate about $50 million of gross proceeds.
These divestitures are expected to produce estimated pro-forma book value of about $923 million, or $24.40 per share as of December 31, 2025. For 2025, Tiptree generated net income attributable to common stockholders of $34.9 million, with diluted earnings per share of $0.76, down from $1.34 in 2024, as continuing operations remained loss-making while discontinued operations were profitable.
Book value per share rose to $13.45 from $12.29, and the board declared a $0.06 per-share cash dividend for stockholders of record on March 16, 2026, payable March 23, 2026. Management emphasized a long-term, owner-oriented approach, combining strategic investments, potential share repurchases, and dividends.
TIPT filing: a Form 144 notice was filed reporting a proposed sale of common stock by an affiliate through J.P. Morgan Securities LLC. The excerpt lists RSU-related amounts of 15,660 (dated
Tiptree Inc. Chief Financial Officer Scott T. McKinney reported equity award activity rather than an open-market trade. On February 20, he acquired 15,110 shares of common stock through the cliff vesting and conversion of matching restricted stock units originally granted on February 22, 2023.
To cover withholding tax on this vesting, 5,143 shares of common stock were disposed of at $17.06 per share via share withholding, not a market sale. After these transactions, he directly owns 99,939 common shares and holds an additional 168 shares indirectly through a 401(k) plan.
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.