Tiptree INC

Market Movers (8-K)

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NASDAQ
Tiptree Inc. announced its Q2 2026 results and a definitive agreement to acquire Universal Shield Insurance Group (USIG) for $100 million, aiming to re-establish its specialty P&C insurance footprint.
NASDAQ
Tiptree Inc. has finalized the $1.65 billion sale of its subsidiary, The Fortegra Group, to DB Insurance, unlocking significant capital for future growth.
NASDAQ
Tiptree Inc. expects to finalize the $1.65 billion cash sale of its subsidiary, The Fortegra Group, to DB Insurance on May 29, 2026.
NASDAQ
Tiptree Inc. announced the completion of the sale of its subsidiary, Reliance First Capital LLC, for approximately $49.3 million in cash and escrow.
NASDAQ
Tiptree Inc. has amended its Fortegra merger agreement to facilitate closing while reporting Q1 2026 financial results.
NASDAQ
Tiptree Inc. announced the sale of Fortegra and Reliance First Capital, projecting a pro-forma book value of $923 million, and declared a $0.06 per share cash dividend.
Worse than expected

Quarterly Earnings (10-Q)

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NASDAQ
Tiptree Inc. announces significant net income driven by the sale of its insurance and mortgage segments, with continuing operations showing a net loss.
Better than expected
NASDAQ
Tiptree Inc. reports Q1 2026 results while advancing the pending $1.65 billion sale of its Fortegra insurance segment.
NASDAQ
Tiptree Inc. reports mixed Q3 2025 results with a decline in net income but strong insurance segment growth, as it progresses with the sale of its Fortegra and mortgage businesses.
Worse than expected
Capital raise
NASDAQ
Tiptree Inc. announced increased net income and improved profitability in its core insurance business for the second quarter and first half of 2025, while its mortgage segment faced profitability challenges.
Capital raise
NASDAQ
Tiptree Inc. reports a mixed first quarter with a decrease in net income but an increase in adjusted net income, driven by growth in its insurance operations.
Worse than expected
NASDAQ
Tiptree Inc. announced a significant increase in net income for the third quarter of 2024, primarily driven by the strong performance of its insurance operations.
Better than expected

Annual Reports (10-K)

NASDAQ
Tiptree Inc. announces increased net income and adjusted net income for 2024, primarily fueled by the expansion of its insurance operations.
Better than expected
NASDAQ
Tiptree Inc.'s 10-K filing details a new executive compensation clawback policy and outlines the terms of restricted stock unit agreements.

Insider Trading (Form 4)

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NASDAQ
Bradley E. Smith, a Director at TIPTREE INC., acquired 1,768 shares of common stock as part of his annual retainer fee.
NASDAQ
Lesley Goldwasser, a Director at TIPTREE Inc., acquired 1,061 shares of common stock as part of her annual retainer fee.
NASDAQ
Tiptree Inc. director Jonathan Ilany acquired 990 shares of common stock in an open market transaction.
NASDAQ
Director Bradley E. Smith acquired 1,907 shares of Tiptree Inc. common stock as part of his quarterly director retainer fee.
NASDAQ
Director Lesley Goldwasser acquired 1,144 shares of Tiptree Inc. common stock as part of her quarterly director retainer fee.
NASDAQ
TIPTREE Inc.'s Chief Financial Officer, Scott T. McKinney, acquired additional common stock through his 401K plan in early March 2026.

Proxy Statements (Def-14A)

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NASDAQ
Tiptree Inc. outlines a transformative 2025 with key business sales, a strengthened capital position, and proposals for its 2026 Annual Meeting, including a significant expansion of its equity incentive plan.
NASDAQ
Tiptree Inc. has filed a supplement to its proxy statement for the Fortegra merger, addressing shareholder complaints and providing updated financial analysis.
Delay expected
NASDAQ
Institutional Shareholder Services (ISS) has recommended Tiptree stockholders vote FOR the merger of its subsidiary Fortegra with DB Insurance Co., Ltd. in an all-cash deal.
NASDAQ
Tiptree Inc. invites stockholders to a special meeting on December 3, 2025, to vote on the proposed $1.65 billion cash sale of its specialty insurance subsidiary, Fortegra, to DB Insurance Co., Ltd.
Delay expected
NASDAQ
Tiptree Inc. will hold its 2025 Annual Meeting of Stockholders virtually on April 29, 2025, to elect directors and ratify the appointment of its independent accounting firm, while also detailing executive compensation and company performance.
Better than expected
NASDAQ
Tiptree Inc. will hold its annual stockholder meeting virtually on April 30, 2024, to elect directors and ratify the appointment of its independent accounting firm.
Better than expected

Schedule 13D - Activist Investments

NASDAQ
Tiptree Inc.'s CEO and Chairman, Michael Barnes, has initiated a trading plan to acquire up to $2 million in company common stock.
Better than expected
NASDAQ
Veradace Partners, a significant Tiptree shareholder, has filed an amended Schedule 13D to detail its strong opposition to the proposed sale of Fortegra to DB Insurance, citing undervaluation and a flawed process.
Worse than expected
Capital raise
NASDAQ
Veradace Capital Management, holding a 5% stake in Tiptree Inc., publicly opposes the proposed sale of its insurance subsidiary Fortegra to DB Insurance, citing undervaluation and tax inefficiencies.
Delay expected
Worse than expected
Capital raise
NASDAQ
Michael Barnes, Executive Chairman of Tiptree Inc., has entered into a voting agreement to support the merger of The Fortegra Group, Inc. with a subsidiary of DB Insurance Co., Ltd.
NASDAQ
Arif Inayatullah, a significant shareholder in Tiptree Inc., has committed his 8.97% stake to support the company's merger agreement with DB Insurance Co., Ltd. for Fortegra.

Schedule 13G - Passive Investments

NASDAQ
Dimensional Fund Advisors LP reported a 5.8% beneficial ownership stake in Tiptree Inc.'s common stock as of September 30, 2025.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a decrease in its passive beneficial ownership stake in Tiptree Inc. to 4.9% as of March 31, 2025.
Worse than expected