Welcome to our dedicated page for TPG SEC filings (Ticker: TPG), 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.
TPG Inc. filings document the regulatory record of a public alternative asset manager listed on Nasdaq with Class A common stock and listed 6.950% subordinated notes due 2064. Form 8-K reports furnish earnings releases and presentations for quarterly and annual results, dividend actions, director appointments, compensation matters, and material financing agreements.
Proxy materials describe annual meeting matters, board composition, committee independence, executive compensation and stockholder governance. Debt-related filings cover senior notes issued through TPG operating group entities, subsidiary guarantors, indentures, shelf registration statements and the company’s obligations under its capital structure.
TPG GP A, James G. Coulter and Jon Winkelried report consolidated beneficial ownership exceeding 60% of TPG Inc.'s Class A shares. The filing states 225,077,574 Class A shares are deemed beneficially owned by TPG GP A (approximately 60.6%) with Mr. Coulter and Mr. Winkelried reported as beneficial owners of approximately 61.2% and 60.8%, respectively, based on a stated total of 371,265,314 Class A shares.
The filing discloses the July 1, 2025 acquisition of Peppertree, which included issuance of 5,372,330 Common Units and equal shares of Class B stock and an earnout of up to $300.0 million. It also reports a Q3 2025 Exchange that converted 5,153,040 Common Units into Class A shares, a bona fide gift by Mr. Coulter of 200,000 Class A shares to charity, and a long-term equity award granted to Mr. Coulter consisting of 321,389 RSUs and 482,083 PRSUs subject to multi-year service and market-price hurdles.
TPG Inc. insider filing: James G. Coulter, Chairman, Director and 10% owner, reported equity awards and holdings on 08/19/2025. He was granted 321,389 restricted stock units (RSUs) that vest 25% on each of July 15, 2026, 2027, 2028 and 2029, subject to continued service. He also received 482,083 performance stock units (PRSUs) that vest 20% on each of July 15 from 2026 through 2030 by service, and are eligible to earn based on specified Class A market price hurdles starting at $90.98 for partial vesting and higher hurdles through 2031. Following the transactions he directly holds 828,266 shares and may be deemed to beneficially own 2,159,831 shares indirectly through a family trust.
James G. Coulter, Executive Chairman, Director and reported 10% owner of TPG Inc. (TPG), filed a Form 4 disclosing transactions dated 08/14/2025. The filing shows a bona fide gift of 200,000 shares of Class A common stock to a charitable organization for no consideration and additional dispositions of 506,877 Class A shares. After the reported transactions, the filing reports beneficial ownership of 2,159,831 Class A shares held indirectly by a family trust. The filing includes a disclaimer that the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest and notes the Form 4 is signed by an attorney-in-fact.
Jon Winkelried, who serves as a director, CEO and a 10% owner of TPG Inc., reported an automatic allocation of 92,181 additional TPG Partner Holdings, L.P. units on 08/08/2025. Those partnership units are exchangeable under TPG's Amended and Restated Exchange Agreement for cash or, at the issuer's election, one share of Class A common stock per unit, subject to conversion adjustments and transfer restrictions. The filing breaks the allocation into 62,780 units held directly, 19,605 units held indirectly through a personal investment vehicle, and 9,796 units held indirectly through a family trust, with corresponding reported beneficial ownership totals of 11,479,040 (direct), 4,002,649 (personal vehicle) and 2,000,097 (family trust). The reporting person disclaims ownership except to the extent of any pecuniary interest; Joann Harris signed the form as attorney-in-fact.
Jack Weingart, identified as an officer serving as Chief Financial Officer, received an automatic allocation of 25,700 TPH Units on 08/08/2025 following forfeiture by a former partner of TPG Partner Holdings, L.P. Under the issuer's amended exchange agreement, those TPH Units are exchangeable by formula for cash or, at the issuer's election, one-for-one for shares of Class A common stock, subject to customary adjustments and transfer restrictions. The filing reports 4,090,868 shares of Class A common stock beneficially owned following the transaction, and explains that an equal number of Class B shares held by a related entity will be cancelled upon exchanges; Class B shares carry ten votes per share but no economic rights. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest, and the form was signed by an attorney-in-fact on behalf of Mr. Weingart.
Vazquez-Ubarri Anilu, a director and Chief Operating Officer of TPG Inc., was automatically allocated 8,492 units of TPG Partner Holdings, L.P. on 08/08/2025 following forfeiture by a former partner. These "TPH Units" are exchangeable one-for-one for cash or, at the issuer's election, shares of Class A common stock under the Amended and Restated Exchange Agreement, subject to customary conversion adjustments and transfer restrictions. Upon an exchange, equal Common Units held by Group Holdings are exchanged and an equal number of Class B shares held by Group Holdings are cancelled; Class B shares carry 10 votes per share but no economic rights. The filing reports a Class A-equivalent beneficial ownership of 1,598,027 following the allocation.
David Trujillo, a director of TPG Inc., was allocated 34,572 additional units of TPG Partner Holdings, L.P. ("TPH Units") on 08/08/2025 after those units were forfeited by a former partner. The filing states TPH Units are exchangeable one-for-one for cash or, at the issuer's election, shares of Class A common stock under an Amended and Restated Exchange Agreement filed with the SEC on November 2, 2023, subject to customary conversion adjustments and transfer restrictions. Upon exchange, corresponding Common Units held by Group Holdings are exchanged one-for-one and an equal number of Class B shares held by Group Holdings will be cancelled; Class B shares carry 10 votes per share but have no economic rights. The Form 4 reports beneficial ownership of 6,542,483 shares of Class A common stock following the reported transaction. Joann Harris signed on behalf of Mr. Trujillo as attorney-in-fact.
On 08/08/2025, Todd Sisitsky, a director and President of TPG Inc., was automatically allocated 59,396 units of TPG Partner Holdings, L.P. ("TPH Units") upon forfeiture by a former partner. The allocation is split into 54,027 units held through a personal investment vehicle and 5,369 units held by family trusts, as shown on the Form 4.
The filing states TPH Units are exchangeable one-for-one for cash or, at the issuer's election, shares of Class A common stock under the Amended and Restated Exchange Agreement, subject to conversion adjustments and transfer restrictions. The reporting person disclaims beneficial ownership except to the extent of any pecuniary interest. The form was signed by an attorney-in-fact on 08/12/2025.
On 08/08/2025 Sarvananthan Ganendran, a director of TPG Inc., was automatically allocated 14,388 additional units of TPG Partner Holdings, L.P. ("TPH Units") upon forfeiture by a former partner. The allocation is reported on a Form 4 and is described as an automatic allocation under the partnership agreement.
Under TPG's Amended and Restated Exchange Agreement, those TPH Units are exchangeable on a one-for-one basis for cash or, at the issuer's election, shares of Class A common stock subject to customary adjustments and transfer restrictions. The filing indicates the reporting person now directly beneficially owns 1,407,838 TPH Units (or the economic equivalent in Class A shares). The Form is signed by an attorney-in-fact under a previously filed power of attorney.
TPG Inc. director Jeffrey K. Rhodes received an automatic allocation of 34,047 TPH Units on 08/08/2025 following forfeiture by a former partner. Those TPH Units are exchangeable under the companys Amended and Restated Exchange Agreement for cash or, at the issuers election, one share of Class A common stock per unit, subject to customary conversion adjustments and transfer restrictions.
As described, an equal number of Common Units held by Group Holdings would be exchanged for the exchange consideration and an equal number of Class B common shares held by Group Holdings would be cancelled for no additional consideration; Class B shares carry 10 votes per share but no economic rights. The filing states the Reporting Person may be deemed to beneficially own these securities only to the extent of his pecuniary interest, and shows 6,271,376 underlying Class A shares beneficially owned following the reported transactions, held indirectly by a personal investment vehicle.