Every 8-K that Tiptree Inc. (TIPT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TIPT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TIPT filings page.
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.
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. 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. amended its agreement to sell subsidiary The Fortegra Group, Inc. to DB Insurance, removing a closing condition tied to New York regulatory approval of South Bay Acceptance Corp. Instead, Fortegra must use reasonable best efforts to have SBAC surrender its New York premium finance agency license by May 5, 2026 for the merger to close.
For the quarter ended March 31, 2026, Tiptree reported no GAAP revenues, total expenses of $8.997 million and a net loss from continuing operations of $7.139 million, compared with a $9.701 million loss a year earlier. Net income from discontinued operations was $21.385 million versus $15.336 million, leading to diluted earnings per share of $0.34 versus $0.13.
The company repurchased about $5.0 million of shares at an average price of $16.13 and declared a quarterly dividend of $0.06 per share. Book value per share rose to $13.42 from $12.63. Tiptree highlighted the pending all-cash sale of Fortegra for $1.65 billion, with an estimated $1.12 billion in gross proceeds to Tiptree and a separate pending sale of Reliance First Capital for an estimated $50 million. Pro-forma book value as of March 31, 2026 is estimated at $912 million, or $23.80 per diluted share, assuming both transactions close.
Tiptree Inc. held its 2026 Annual Meeting of Stockholders on April 28, 2026. Stockholders elected all three director nominees: Paul M. Friedman, Randy Maultsby and Bradley E. Smith.
They approved an amendment to the 2017 Omnibus Incentive Plan extending its term to June 6, 2037 and increasing the shares available for awards by an additional 4,000,000 shares. Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026 and approved, on an advisory basis, the compensation of the named executive officers.
In a separate advisory vote on how often to hold future say-on-pay votes, the option of every three years received the most support, and the Board determined to hold advisory votes on executive compensation on a three-year cycle.
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.
Tiptree Inc. is restructuring its leadership, naming Executive Chairman Michael Barnes as Chief Executive Officer effective January 1, 2026, while current CEO Jonathan Ilany becomes non-executive Vice Chairman.
Mr. Ilany will remain CEO through December 31, 2025 and then serve for one year as an advisor to support the transition under an advisor agreement. During this advisory period he will receive a $500,000 fee, be eligible for an annual bonus for the fiscal year ending December 31, 2025 based on company performance as determined by the board committee, and earn a cash incentive equal to 3.5% of Tiptree’s Adjusted EBITDA for fiscal 2026. Tiptree will also pay his health coverage premiums through the earlier of December 31, 2026 or when he becomes eligible for comparable coverage elsewhere.
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.
Tiptree Inc. (TIPT) reported its results of operations for the nine months ended September 30, 2025, via a furnished press release. The company also declared a cash dividend of $0.06 per share, with a record date of November 17, 2025 and a payment date of November 24, 2025.
Tiptree posted a new investor presentation dated October 31, 2025, providing additional context alongside the results. The press release and presentation were furnished, not filed, and therefore are not subject to Section 18 liabilities nor incorporated by reference unless specifically stated.
Tiptree Inc. (TIPT) entered a Purchase Agreement to sell Reliance First Capital, LLC to Carrington Holding Company, LLC. The consideration equals 93.50% of Reliance’s Tangible Book Value at closing, adjusted for specified items, with an Estimated Cash Payment at closing reduced by purchase price and tax holdbacks.
Closing is subject to customary conditions, including required regulatory approvals and no governmental action prohibiting the deal. Either party may terminate if the transaction does not close by April 30, 2026, with a possible 30‑day extension solely for pending regulatory approvals. Fundamental Representations (other than Tax) survive six years; Tax Representations survive through the applicable statute of limitations plus 90 days. The parties agreed to mutual indemnities for breaches of Fundamental Representations and covenants, and Sellers indemnify for Tax Representations, all as limited in the agreement.
Tiptree Inc. disclosed a definitive merger agreement where Purchaser will become Fortegra's sole stockholder and the agreed purchase price is $1.65 billion. As of September 26, 2025, Tiptree owns approximately 69.1% of Fortegra on a fully diluted basis. The price will be reduced for certain post-June 30, 2025 payments made before closing ("Leakage"), while specified items are carved out as "Permitted Leakage". Purchaser's recovery for unadjusted Leakage is limited to a leakage reserve holdback account. If closing does not occur on or before June 1, 2026, the $1.65 billion price will accrue a 10% per annum profit-sharing fee from June 1, 2026 until closing. Tiptree signing stockholders have entered into voting agreements with Purchaser regarding Tiptree common shares, and Tiptree will mail a definitive proxy statement regarding the merger.