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.
Tiptree Inc.’s Chief Financial Officer, Scott T. McKinney, reported open-market purchases of the company’s common stock. On March 11, 2026, he indirectly bought 2,600 shares through a 401(k) account at a weighted-average price of $16.154 per share. On March 12, 2026, he indirectly bought another 1,232 shares through the same 401(k) at a weighted-average price of $15.976 per share.
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 $1.65 billion in cash and to sell mortgage unit Reliance First Capital for 93.5% of tangible book value, or an estimated $50 million. Both Fortegra and Reliance are classified as held for sale and treated as discontinued operations as of December 31, 2025.
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 02/24/2025) and 13,532 (dated 02/23/2026). The excerpt also records prior sales dated 12/22/2025 showing quantities of 2,030 and 36,946 common shares.
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.
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.