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.
Jonathan Ilany, Chief Executive Officer and Director of Tiptree Inc. (TIPT), executed a cashless exercise of 351,155 stock options on 09/15/2025. The options had an exercise price of $6.65 and the company’s closing stock price that day was $23.70. The filing reports 98,531 shares withheld to fund the exercise and 124,787 shares withheld to satisfy withholding tax, resulting in the Reporting Person holding 274,742 shares directly and 192,021 shares indirectly (401K) after the transactions. The exercise relates to options originally granted on 02/22/2017 and fully vested by 02/22/2022.
Jonathan Ilany, CEO and Director of Tiptree Inc. (TIPT), reported multiple option exercises on 09/02/2025 resulting in net increases and decreases in his common stock holdings as shown on the Form 4. The filing shows cashless exercises of 137,038 options at a $5.67 exercise price and 13,704 options at a $5.87 exercise price. Portions of the shares issuable on exercise were withheld to fund the cashless transactions and to satisfy tax withholding: 33,262 shares withheld related to the $5.67 options, 3,444 shares withheld related to the $5.87 options, and 53,128 shares withheld for taxes.
After these transactions the reported beneficial ownership positions following each line are: 223,035; 189,773; 203,477; 200,033; and 146,905 shares, with 192,021 shares held indirectly via a 401(k) account. The Form 4 is signed by an attorney-in-fact and includes explanations that the option grants date to 2016 and that the options were fully vested by 2021 and 2026 respectively.