Tiptree Inc. (TIPT) — SEC Filings
Tiptree Inc. (TIPT) — 26 SEC filings. Latest: 8-K (Dec 16, 2025). Includes 12 8-K, 6 10-Q, 2 DEFA14A.
View Tiptree Inc. on SEC EDGAR
Overview
Tiptree Inc. (TIPT) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 5, 2025: Tiptree Inc. filed an 8-K on December 5, 2025, reporting changes in its board of directors and officers, along with updates to executive compensation arrangements. The filing also includes financial statements and exhibits, indicating significant corporate governance and financial reporting activity
Sentiment Summary
Across 26 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 23 neutral, 1 mixed. The dominant filing sentiment for Tiptree Inc. is neutral.
Filing Type Overview
Tiptree Inc. (TIPT) has filed 12 8-K, 2 DEFA14A, 6 10-Q, 2 DEF 14A, 2 10-K, 1 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (26)
Risk Profile
Risk Assessment: Of TIPT's 20 recent filings, 0 were flagged as high-risk, 10 as medium-risk, and 10 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1,566,478,000 |
| Net Income | $31,016,000 |
| Total Assets | $6,416,269,000 |
Key Executives
- Michael Barnes
- Jonathan Ilany
- Ms. Bell
Industry Context
The insurance industry is characterized by intense competition, regulatory oversight, and sensitivity to economic conditions. Companies like Tiptree Inc. operate in a landscape where investment income and underwriting profitability are key drivers. Trends include increasing digitalization, evolving customer expectations, and a focus on risk management in the face of climate change and cyber threats.
Top Tags
corporate-governance (7) · financial-reporting (4) · financials (4) · 10-Q (4) · insurance (4) · Insurance (3) · executive-compensation (2) · 8-K (2) · proxy-statement (2) · Financial Services (2)
Executive Compensation
From the most recent DEF 14A filing (Mar 18, 2024):
- Michael Barnes — Member
- Jonathan Ilany — Member
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Filing Date | 20251205 | Current report filed on this date. |
| Fiscal Year End | 1231 | Indicates the end of Tiptree Inc.'s fiscal year. |
| SEC File Number | 001-33549 | Identifies the company's filing with the SEC. |
| IRS Employer Identification No. | 38-3754322 | Company's tax identification number. |
| Fortegra Merger Price | $1.65B | The cash purchase price for Fortegra by DB Insurance Co., Ltd., a significant future liquidity event for Tiptree. |
| Net Income Attributable to Common Stockholders | $31.02M | Decreased by 8.28% for the nine months ended September 30, 2025, compared to $33.82 million in the prior year. |
| Total Revenues | $1.57B | Increased by 1.77% for the nine months ended September 30, 2025, from $1.54 billion in the prior year. |
| Total Assets | $6.42B | Increased from $5.69 billion at December 31, 2024, reflecting growth in investments and reinsurance recoverable. |
| Total Liabilities | $5.67B | Increased from $5.04 billion at December 31, 2024, driven by higher unearned premiums and policy liabilities. |
| Net Realized and Unrealized Gains | $62.35M | Increased significantly from $36.52 million in the prior year, contributing to revenue growth. |
| Interest Expense | $31.91M | Increased from $23.92 million for the nine months ended September 30, 2024, impacting profitability. |
| Common Shares Outstanding | 37,823,734 | As of October 28, 2025, indicating the current share count. |
| Net Loss Attributable to Common Stockholders | $1.5M | For Q2 2025, a significant decline from $12.3M net income in Q2 2024. |
| Net Loss for Six Months | $1.1M | For the six months ended June 30, 2025, compared to $20.8M net income in 2024. |
| Decrease in Investment Gains | $13.8M | Primary driver for the Q2 2025 net loss compared to Q2 2024. |
Forward-Looking Statements
- {"claim":"Dimensional Fund Advisors LP will likely maintain a significant, passive stake in Tiptree Inc. for the foreseeable future.","entity":"Dimensional Fund Advisors LP","targetDate":"Next 12-24 months","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Tiptree Inc. (TIPT)?
Tiptree Inc. has 26 recent SEC filings from Jan 2024 to Dec 2025, including 12 8-K, 6 10-Q, 2 DEFA14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of TIPT filings?
Across 26 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 23 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Tiptree Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Tiptree Inc. (TIPT) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Tiptree Inc.?
Key financial highlights from Tiptree Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for TIPT?
The investment thesis for TIPT includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Tiptree Inc.?
Key executives identified across Tiptree Inc.'s filings include Michael Barnes, Jonathan Ilany, Ms. Bell.
What are the main risk factors for Tiptree Inc. stock?
Of TIPT's 20 assessed filings, 0 were flagged high-risk, 10 medium-risk, and 10 low-risk.
What are recent predictions and forward guidance from Tiptree Inc.?
Recent forward-looking statements from Tiptree Inc. include guidance on {"claim":"Dimensional Fund Advisors LP will likely maintain a significant, passive stake in Tiptree Inc. for the foresee.