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.
Tiptree Inc. filings document the reporting record of a public capital-allocation company, including operating results, material events, capital structure and governance. Recent Form 8-K disclosures record financial results, dividend announcements, the completed disposition of Reliance First Capital, executive and legal-department transitions, and shareholder voting results.
Proxy materials cover board elections, omnibus incentive plan amendments, advisory executive-compensation votes, auditor ratification and related governance matters. The filings also document material agreements, disposition records, ownership and compensation disclosures, and other formal corporate actions affecting Tiptree's common stock and holding-company structure.
BlackRock, Inc. filed a Schedule 13G reporting passive beneficial ownership of common stock of Tiptree Inc.. BlackRock reports beneficial ownership of 1,880,776 Tiptree common shares, representing 5.00% of the class. It has sole voting power over 1,849,809 shares and sole dispositive power over all 1,880,776 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Tiptree's outstanding common shares.
Tiptree Inc. reported results for the quarter ended June 30, 2026, reflecting a major strategic shift after selling its insurance and mortgage businesses. The company completed the sale of Reliance on May 1, 2026 for cash proceeds of 49,667 and the sale of Fortegra on May 29, 2026 for a purchase price of 1,650,000, generating an estimated after-tax gain of 372,240.
Net income attributable to common stockholders was 389,233 for the quarter and 403,479 for the first half of 2026, driven by 395,682 of income from discontinued operations in the quarter. Continuing operations produced a net loss of 6,449 for the quarter and 13,588 year-to-date, with no revenues and 18,048 of expenses in the first half. At June 30, 2026, Tiptree reported total assets of 1,134,117, cash and cash equivalents of 946,933, no short- or long-term debt, and stockholders’ equity of 907,123.
Tiptree Inc. reported second‑quarter 2026 results alongside major portfolio changes. The company completed the sale of Fortegra on May 29, 2026 for $1.65 billion of total consideration, generating $1.12 billion of gross proceeds and an after‑tax gain of $372.2 million. It also sold Reliance for $49.7 million in cash. Driven largely by discontinued operations income of $395,682 thousand, net income attributable to common stockholders for the quarter reached $389,233 thousand, while continuing operations recorded a net loss of $6,449 thousand. As of June 30, 2026, book value was $907 million, or $24.34 per share, and cash and cash equivalents were $946,933 thousand.
Tiptree also agreed to acquire Universal Shield Insurance Group, a specialty property & casualty insurer, for cash consideration of $100 million, subject to regulatory approvals and other customary conditions, with closing estimated in the first quarter of 2027. The transaction is intended to re‑establish a scalable specialty insurance platform using capital realized from the Fortegra sale. During the first half of 2026, Tiptree repurchased $10.3 million of common stock at an average price of $16.80 per share and declared a cash dividend of $0.06 per share, payable August 24, 2026 to stockholders of record on August 17, 2026.
Smith Bradley E. reported acquisition or exercise transactions in this Form 4 filing.
Tiptree Inc. director Bradley E. Smith received 1,768 shares of common stock as a grant tied to his director compensation. The shares represent the stock component of his annual retainer fee, which is paid quarterly in arrears, and were issued at a reported price of $0.00 per share.
After this award, Smith directly holds 107,263 Tiptree common shares. A separate line shows 63,738 shares held indirectly through Kahala Capital Advisors LLC, where he is a principal and has a pecuniary interest, while disclaiming beneficial ownership beyond that interest.
Goldwasser Lesley reported acquisition or exercise transactions in this Form 4 filing.
TIPTREE INC. director Lesley Goldwasser received a stock grant of 1,061 shares of Common Stock on July 2, 2026. The shares were awarded at a price of $0.00 per share as the stock component of the director's annual retainer fee, which is paid quarterly in arrears.
Following this compensation-related award, Goldwasser directly holds 116,615 shares of Tiptree common stock, according to the filing.
Tiptree Inc. has completed the cash sale of its subsidiary The Fortegra Group to DB Insurance for an Aggregate Closing Purchase Price of $1.65 billion. After agreed deductions and an $8 million Leakage Reserve Holdback, about $1.08 billion was payable for Tiptree’s benefit at closing.
The company highlights that the transaction strengthens its balance sheet and supports a pro-forma book value of approximately $23.80 per diluted share, alongside a new $20 million share repurchase authorization. Tiptree also terminated its Fortress Credit Agreement after repaying all outstanding obligations and obtained lender consents and amendments to Fortegra-related credit facilities tied to the change of control.
Tiptree Inc. director Jonathan Ilany reported an open-market purchase of 990 shares of Common Stock at $17.45 per share through an IRA. This transaction is classified as an indirect holding and is coded as a purchase.
After this buy, Ilany’s IRA holds 193,011 shares indirectly, while a separate entry shows 274,742 shares held directly as of the same date. The filing reflects a small net increase of 990 shares in his overall Tiptree equity position.
Tiptree Inc. provides an update on the planned sale of its subsidiary The Fortegra Group, Inc. to DB Insurance Co., Ltd. The Merger Agreement calls for DB Insurance to acquire Fortegra for a cash purchase price of $1.65 billion, subject to adjustments described in the agreement.
The transaction will be completed through a merger of DB Insurance North America Merger Sub, Inc. into Fortegra, with Fortegra surviving as a wholly owned subsidiary of DB Insurance. The parties currently expect to consummate the merger on May 29, 2026, subject to satisfaction or waiver of remaining customary closing conditions.
The filing also reiterates extensive forward-looking statement cautions, highlighting risks such as failure to satisfy closing conditions, potential legal proceedings, changes in business performance, competitive and macroeconomic pressures, regulatory changes, cybersecurity issues, liquidity needs at insurance subsidiaries, and Tiptree’s ability to continue as a going concern.
Tiptree Inc. completed the sale of all membership interests in its subsidiary Reliance First Capital LLC to Carrington Mortgage Services, LLC. Tiptree and its unit Reliance Holdings LLC acted as sellers under a previously signed Purchase Agreement.
At closing, the buyer paid $47,291,890 in cash to the sellers. An additional $2,000,000 was placed in escrow as a Purchase Price Adjustment Holdback Amount and $1,027,798 was placed in escrow as a Specified Tax Holdback Amount. These escrow amounts are expected to be released to the sellers after final determinations under the Purchase Agreement.
Tiptree Inc. reported a stronger quarter as it prepares to exit its insurance and mortgage businesses. For the three months ended March 31, 2026, net income attributable to common stockholders rose to $14.2 million from $5.6 million, driven entirely by discontinued operations at Fortegra and Reliance, while continuing operations generated a net loss of $7.1 million.
Fortegra, which is being sold for $1.65 billion in cash, contributed $20.5 million of net income from discontinued operations, and Reliance added $0.9 million. If the Fortegra sale had closed at March 31, 2026, Tiptree’s 69.0% diluted stake would have produced an estimated pre‑tax gain of about $409.8 million. Book value per share (non‑GAAP) increased to $13.42 from $12.63 a year earlier.
Total assets were $7.0 billion, largely reflecting assets held for sale. Tiptree maintained shareholder returns, paying a quarterly dividend of $0.06 per share and repurchasing 310,033 shares for $5.0 million, while ending the quarter with $33.4 million in cash and cash equivalents at the holding company.