{"filings":[{"id":746439,"accession_number":"0001393726-26-000034","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-05-29T20:03:28+00:00","items":["1.01","2.01","1.02","8.01","9.01"],"status":"ready","headline":"Tiptree completes $1.65B sale of Fortegra to DB Insurance, receives ~$1.08B proceeds","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Tiptree closed sale of Fortegra to DB Insurance for $1.65B cash; Tiptree received approx $1.08B at closing.","Pro-forma book value per diluted share rises to approximately $23.80 after receiving cash proceeds.","Board authorized new $20M share repurchase program, reflecting confidence in intrinsic value.","Fortegra was a leading specialty insurer; sale unlocks capital to pursue financial services acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":591676,"accession_number":"0001393726-26-000031","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-05-22T12:01:30+00:00","items":["7.01"],"status":"ready","headline":"Tiptree expects to close $1.65B Fortegra sale to DB Insurance on May 29, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $1.65 billion in cash for Fortegra, subject to customary adjustments.","Merger expected to close on May 29, 2026, pending satisfaction of remaining customary conditions.","Fortegra to become wholly owned subsidiary of DB Insurance Co., Ltd. after close.","Tiptree previously disclosed the Merger Agreement on September 26, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92595,"accession_number":"0001393726-26-000029","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Tiptree completes sale of Reliance First Capital to Carrington for ~$47.3M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed sale of Reliance First Capital membership interests to Carrington Mortgage Services on May 1, 2026.","Received $47,291,890 cash at closing; $2,000,000 escrow for purchase price adjustment and $1,027,798 for tax holdback.","Escrow amounts expected to be released after final determination of purchase price adjustment and tax matters.","Transaction originally announced Oct 31, 2025; Purchase Agreement amended Dec 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92594,"accession_number":"0001393726-26-000025","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q1 EPS $0.34; amends Fortegra deal by removing NYDFS condition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP EPS $0.34; net income $14.2M, continuing ops loss $7.1M, discontinued ops profit $21.4M.","Fortegra sale ($1.65B) amended to remove NYDFS approval condition; license surrender by May 5, 2026.","Returned $5.0M via share repurchases at avg $16.13; declared $0.06 dividend (record May 18, pay May 26).","Pro-forma book value estimated $912M ($23.80/diluted share) post-closing of Fortegra and mortgage sales.","Reliance First mortgage sale expected mid-2026 with estimated $50M gross proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":0.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92593,"accession_number":"0001393726-26-000020","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Tiptree shareholders approve 4M-share increase to 2017 Omnibus Incentive Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three director nominees (Friedman, Maultsby, Smith) elected with >23M votes each.","Amendment to 2017 Plan approved: 4,000,000 new shares authorized; term extended to June 6, 2037.","Deloitte & Touche ratified as independent auditor for FY2026 with 33.7M votes for.","Advisory say-on-pay approved (24.2M for); frequency set at every three years based on vote outcome."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103542,"accession_number":"0001393726-26-000005","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree agrees to sell Fortegra for $1.65B and Reliance First Capital; pro-forma book value $24.40/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Fortegra sale for $1.65B; Tiptree's estimated gross proceeds $1.12B; closing expected mid-2026.","Reliance First Capital sale for ~93.5% of tangible book value, ~$50M gross proceeds; closing H1 2026.","Pro-forma book value estimated at $923M or $24.40 per share, up from current $13.45.","Declared $0.06 dividend payable March 23, 2026 to holders of record March 16, 2026.","Q4 GAAP diluted EPS $0.04; full-year 2025 diluted EPS $0.76; book value per share $13.45."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119800,"accession_number":"0001193125-25-320835","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO transition at Tiptree: Ilany becomes Vice Chairman, Barnes becomes CEO effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Jonathan Ilany transitions to non-executive Vice Chairman; Executive Chairman Michael Barnes appointed CEO effective Jan 1, 2026.","Ilany receives $500K advisory fee, 3.5% of 2026 Adjusted EBITDA incentive, and 2025 annual bonus.","Ilany remains CEO through Dec 31, 2025; provides advisory services as independent contractor through Dec 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119799,"accession_number":"0001193125-25-309610","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Tiptree replaces General Counsel; appoints Siew Kwok, pays $1.6M severance to outgoing Neil Rifkind","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Neil Rifkind separated as General Counsel & Secretary effective Dec 5, 2025; receives $1.6M cash severance plus equity treatment as if terminated without cause.","Siew Kwok appointed as General Counsel, Chief Compliance Officer and Secretary, effective immediately. Kwok was Deputy General Counsel & Chief Compliance Officer.","Separation agreement provides COBRA premium coverage through June 5, 2027 or until new coverage.","Kwok joined Tiptree in 2014 as Assistant General Counsel; prior corporate associate at Davis Polk & Wardwell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119798,"accession_number":"0001193125-25-307498","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Tiptree shareholders approve Fortegra merger with DB Insurance; 81% votes in favor","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shareholders approved all-cash acquisition of Fortegra by DB Insurance Co., Ltd. at Dec 3 special meeting.","Approximately 81% of votes cast (25.1M for vs 6.0M against) supported the merger proposal.","Transaction expected to close in mid-2026, subject to customary conditions and regulatory approvals.","Proposal to adjourn meeting was moot and not voted on due to sufficient approval votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119797,"accession_number":"0001193125-25-293705","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ISS recommends Tiptree shareholders vote FOR Fortegra merger with DB Insurance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ISS recommends Tiptree stockholders vote 'FOR' the all-cash sale of Fortegra to DB Insurance Co.","Special meeting of stockholders is December 3, 2025; not voting counts as a vote against.","ISS cited a competitive sales process and strong Tiptree TSR as supporting the board's decision.","Executive Chairman Michael G. Barnes urges stockholders to vote FOR the merger proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119796,"accession_number":"0001193125-25-259790","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree reports Q3 earnings, agrees to sell Fortegra for $1.65B and Reliance First Capital for ~$51M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Agreed to sell Fortegra for $1.65B ($1.12B net proceeds to Tiptree); close expected mid-2026.","Agreed to sell Reliance First Capital for ~93.5% of TBV (~$51M gross proceeds); close expected Q1 2026.","Pro-forma book value post-closing estimated at $930M, net of taxes and expenses.","Q3 GAAP net income $6.4M ($0.13 diluted EPS); adjusted net income $28.8M vs. $27.9M YoY.","Declared $0.06/share dividend payable Nov 24, 2025 to holders of record Nov 17."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":1566478000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119795,"accession_number":"0001193125-25-259778","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Tiptree sells Reliance First Capital to Carrington for 93.5% of tangible book value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price equals 93.5% of estimated Tangible Book Value at closing, minus expenses and taxes, plus specified cash amounts.","Closing subject to regulatory approvals and no government prohibition; outside date April 30, 2026, extendable by 30 days.","Key employees Hugh Miller, Richard Blass, Lee Miller, Marc Miller to enter employment agreements with Buyer at closing.","Representations and warranties survive 6 years for fundamental reps; tax reps survive until statute of limitations plus 90 days.","Indemnification for breaches of fundamental representations and covenants, subject to limitations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136362,"accession_number":"0001193125-25-218437","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Tiptree to sell Fortegra to DB Insurance for $1.65B cash; deal expected mid-2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $1.65B in cash, subject to adjustments for Leakage; profit-sharing fee of 10% p.a. if closing after June 1, 2026.","Tiptree owns 69.1% of Fortegra on a fully diluted basis; Fortegra stockholders representing ~95% of shares agreed to vote for deal.","Fortegra reported $3.07B gross written premiums and $140M net income in 2024; holds A- (A.M. Best) rating.","Termination fee of $49.5M if Tiptree accepts a superior proposal after go-shop period.","Transaction subject to Tiptree stockholder approval, CFIUS, HSR, and other regulatory clearances; expected to close mid-2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136361,"accession_number":"0001393726-25-000074","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q2 net income up 48% YoY to $18.96M; adjusted ROE 22.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $18.96M ($0.37 diluted EPS) vs $12.85M ($0.31) YoY; adjusted net income $27.13M.","Total revenues $528.75M, down from $546.67M YoY; Fortegra premiums up 17% and combined ratio improved to 88.5%.","Adjusted return on average equity 22.3% for Q2, on par with prior year's 22.7%.","Declared unchanged $0.06 quarterly dividend; payable Aug 25 to holders of record Aug 18."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1026176000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153498,"accession_number":"0001393726-25-000057","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Tiptree shareholders elect directors, ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Jonathan Ilany elected with 25.5M votes for, Lesley Goldwasser with 19.5M votes for.","Broker non-votes of 7.1M on director elections.","Ratification of Deloitte & Touche as auditor approved with 33.5M for, 152k against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153497,"accession_number":"0001393726-25-000054","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q1 adjusted ROE 20%, Fortegra combined ratio 89.9%; EPS $0.13 vs $0.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $497.4M, flat YoY; adj. net income $23.3M vs $20.5M, up 13.6%.","Fortegra premium & premium equivalents grew 13.5% YoY; combined ratio 89.9% despite industry cat losses.","Diluted GAAP EPS $0.13 vs $0.22; adjusted diluted EPS $0.56 (calculated from adj. net income / diluted shares).","Declared $0.06/share dividend, unchanged; record May 12, payable May 19, 2025.","Net investment income increased substantially; portfolio yield improving with new high-quality bonds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":497426000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172232,"accession_number":"0001393726-25-000015","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q4 2024 revenue $503.6M, net income $19.6M, EPS $0.47; declares $0.06 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 total revenues $503.6M (vs $446.4M YoY), up 13%; net income $19.6M (vs $6.9M).","Diluted EPS $0.47 vs $0.15; ROE 17.0% vs 6.8%. Full-year EPS $1.30 vs $0.33.","Adjusted net income Q4 $27.2M vs $13.9M; full-year $100.1M vs $61.9M.","Board declared $0.06/share cash dividend, payable March 17, 2025, record March 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2042854000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172231,"accession_number":"0001393726-25-000007","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Tiptree subsidiary enters $75M secured credit facility; Fortress as agent, 3-yr term","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tiptree Holdings LLC borrowed $75M from Fortress Credit Corp and other lenders on Feb 7, 2025.","Loan matures in 3 years; interest at Term SOFR (min 1%) + 5.25%, quarterly amortization.","Secured by 50% of Fortegra Group common stock owned by Tiptree; remaining 50% unpledged.","Proceeds for working capital and general corporate purposes; financial covenant limits Term Loan LTV to 45%.","Mandatory prepayment from any sale of Fortegra stock; no pledging of unpledged Fortegra shares for 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189213,"accession_number":"0001393726-24-000096","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q3 revenue up 19% to $494M; EPS $0.29 vs $0.04 YoY; dividend raised to $0.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2024 total revenues $494.4 million, up 18.7% from $416.5 million a year ago.","Net income attributable to common stockholders $11.9 million, diluted EPS $0.29 (vs $2.2 million, $0.04).","Adjusted net income $27.9 million, adjusted ROAE 24.8% (vs $17.9 million, 17.9% YoY).","Quarterly dividend increased to $0.06 per share; payable November 25, record date November 18."],"consensus_eps_estimate":null,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1539256000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205710,"accession_number":"0001393726-24-000081","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q2 net income more than doubles to $0.31 EPS; revenue up 35% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $546.7M (+35% YoY); diluted EPS $0.31 (vs $0.16, +94%).","Adjusted net income (Non-GAAP) $24.4M vs $17.6M, up 38% YoY.","Fortegra subsidiary record first half: revenue +34%, adjusted net income +40%.","Dividend declared $0.06/share, unchanged, payable Aug 26, record Aug 19."],"consensus_eps_estimate":null,"consensus_eps_actual":0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1044894000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222645,"accession_number":"0001393726-24-000059","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-05-03T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Tiptree Inc. holds 2024 Annual Meeting; elects directors and ratifies Deloitte as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors elected: Michael G. Barnes (26,731,572 for, 1,094,627 withheld) and Dominique Mielle (21,187,037 for, 6,639,162 withheld).","Ratification of Deloitte & Touche as independent auditor for FY 2024 approved: 32,211,824 for, 315,506 against, 2,641 abstain.","All proposals passed; meeting held on April 30, 2024 with broker non-votes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222644,"accession_number":"0001393726-24-000055","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q1 net income $9.1M vs loss; revenue up 31%; dividend raised to $0.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $498.2M, up 31% from $381.6M in Q1 2023.","Net income attributable to common stockholders $9.05M vs $(1.06M) loss; diluted EPS $0.22 vs $(0.03).","Adjusted net income $20.5M, up from $12.6M; adjusted ROE 19.5% vs 12.6%.","Dividend declared $0.06/share (up from $0.05), record May 20, payable May 28.","Insurance operations drove improved results with higher premiums and investment income."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":498221000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242169,"accession_number":"0001393726-24-000029","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q4 net income $6.9M vs $0.9M prior year; declares $0.06 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenues $446.4M (+21% YoY); full-year revenues $1.65B (+18%).","Q4 diluted EPS $0.15 (vs $0.02); full-year EPS $0.33 (vs -$0.23).","Adjusted net income Q4 $13.9M (vs $9.7M); full-year $61.9M (vs $53.0M).","Fortegra achieved 21% premium growth and 29% adjusted ROE.","Board declared $0.06 quarterly dividend (up from $0.05), payable March 18, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":1649031000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242168,"accession_number":"0001393726-24-000024","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Tiptree and Warburg Pincus Withdraw Fortegra IPO Registration Statement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fortegra withdraws its S-1 registration statement for proposed IPO amid unfavorable market conditions.","Tiptree and Warburg Pincus cite high value placed on Fortegra's growth prospects as reason for decision.","No securities were sold; registration statement was not declared effective by SEC.","Tiptree and Warburg remain committed to supporting Fortegra's continued growth strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242167,"accession_number":"0001393726-24-000021","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Fortegra (Tiptree subsidiary) launches IPO of 18M shares at $15-18; FY2023 prelim results show strong growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO: 18M shares offered, underwriters 30-day option for 2.7M shares; expected price $15-$18 per share.","Fortegra to list on NYSE under ticker \"TFG\"; proceeds for growth strategy and working capital.","FY2023 prelim: gross written premiums $2.75B (+21% YoY); net income $101.3M (up $54.9M vs 2022).","Q4 2023 prelim: revenues $433.2M (+25% YoY); combined ratio 89.8% (flat YoY).","Adjusted net income FY2023: $115.7M (+38% YoY); adjusted ROE 29.2% (vs 26.1% in 2022)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259564,"accession_number":"0001393726-23-000092","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Tiptree's Fortegra subsidiary files S-1 for IPO; plans NYSE listing under TFG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Fortegra filed S-1 for IPO on NYSE under ticker TFG; size and price range not yet determined.","Net proceeds to fund Fortegra's growth strategy and working capital; Tiptree expects to retain majority ownership.","Lead underwriters: Goldman Sachs, J.P. Morgan, Jefferies, with Barclays as joint bookrunner.","IPO expected to close after SEC review subject to market and other conditions.","No financial terms disclosed; primary offering with proceeds for corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259563,"accession_number":"0001393726-23-000086","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree reports Q3 2023 results and intent to take Fortegra public","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q3 2023 total revenues $416.5M, up 14.6% YoY; GAAP net income $2.2M, down from $14.2M.","Adjusted net income $24.0M, up 23.9% YoY; adjusted ROE 17.6% vs 14.8% in prior year.","Board declared $0.05 per share dividend payable Nov 27, record date Nov 20, 2023.","Announced intent to take insurance subsidiary Fortegra public via primary IPO; proceeds to support growth.","Tiptree expects to maintain majority ownership of Fortegra post-IPO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259562,"accession_number":"0001393726-23-000081","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-10-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Tiptree unit enters $125M credit facility; maturity extended to Oct 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["SBAC and SBF, subsidiaries of Fortegra (Tiptree), entered $125M secured credit facility with Fifth Third Bank.","Facility extends maturity from Oct 2023 to Oct 2026; revolving commitments increased from $100M to $125M.","Includes $20M revolver for SBAC and $105M revolver for SBF; sub-limits for swing loans.","Proceeds for working capital, capex, permitted acquisitions, and general corporate purposes.","Obligations are non-recourse to Fortegra and its subsidiaries (except SBAC and its subs)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276823,"accession_number":"0001393726-23-000068","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q2 net income $6M ($0.16 EPS) vs prior-year loss; revenue up 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common stockholders of $6.0M ($0.16 diluted EPS) vs loss of $22.4M ($0.64 loss) in Q2 2022.","Total revenues of $404.5M, up 19% from $339.8M in Q2 2022.","Adjusted net income of $23.8M, up from $14.0M in the prior-year quarter.","Board declared a $0.05/share cash dividend, payable Aug 28 with record Aug 21 (up from $0.04/share).","Book value per share of $10.94 vs $10.75 a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":786143000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294640,"accession_number":"0001393726-23-000055","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Tiptree Inc. announces voting results from 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three director nominees Friedman, Maultsby, Smith were elected; broker non-votes totaled 4,822,867.","Ratification of Deloitte & Touche as auditor approved with 33,721,033 votes for, 2,868 against.","Advisory vote on executive compensation passed: 20,527,901 for, 8,370,541 against (4,822,867 broker non-votes).","Advisory vote on say-on-pay frequency: three years selected with 18,317,317 votes; one year received 10,492,857."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294639,"accession_number":"0001393726-23-000052","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q1 revenue $382M (+17% YoY); adj. net income $17.3M; dividend raised to $0.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $381.6M, up 17% from $324.9M in Q1 2022; adjusted net income $17.3M (+12% YoY).","GAAP net loss attributable to common stockholders $(1.1M); diluted EPS $(0.03).","Book value per share $10.91 (+3.8% from $10.51); adjusted return on avg equity 12.9% (15.8% Q1 2022).","Quarterly cash dividend increased to $0.05/share from $0.04; record date May 22, payable May 30."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":381625000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315242,"accession_number":"0001393726-23-000026","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree reports record $1.4B revenue for 2022; net loss of $8.3M vs $38.1M profit in 2021","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenues $369.5M (+15.6% YoY); full-year revenues $1.40B (+16.4% YoY) to record high.","Full-year GAAP net loss attributable to common of $8.3M (($0.23)/share) vs income $38.1M ($1.09/share) in 2021.","Adjusted net income full-year $63.4M (flat YoY); adjusted ROE 13.6% vs 16.5% in 2021.","Book value per share fell to $10.92 from $11.22 a year ago.","Board declared a $0.05/share dividend (25% increase from $0.04), payable March 27 to holders of record March 20."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":315241,"accession_number":"0001393726-23-000010","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2023-01-25T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Tiptree amends bylaws to adopt universal proxy rules and procedural updates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Requires certification of compliance with SEC universal proxy rules and solicitation of at least 67% voting power.","Updates procedural mechanics and information requirements for stockholder nominations and proposals.","Clarifies that failure of stockholder proponent to appear in person or by proxy voids the nomination or business.","Includes various conforming, technical, and non-substantive revisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333579,"accession_number":"0001393726-22-000133","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q3 revenue $363.5M (+26.8% YoY); net income $14.2M vs $2.0M; declares $0.04 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $363.5M (+26.8% YoY) driven by Fortegra specialty insurance and vessel revenues; ex-investment gains +17.7%.","Net income attributable to common $14.2M vs $2.0M in Q3'21; adjusted net income $19.4M (-6.4% YoY).","Completed sale of two dry-bulk vessels for $46.2M (gain $14.1M); signed to sell two product tankers for $49.0M (gain ~44% over book).","Declared $0.04/share dividend, record Nov 21, pay Nov 28; repurchased 158,162 shares in 9 months at avg $10.43.","Book value per share $10.68 vs $11.37 a year ago; adjusted ROAE 14.8% vs 20.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1028224000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333578,"accession_number":"0001393726-22-000124","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-10-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Tiptree subsidiary Fortegra refinances $200M credit facility, extends maturity to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fortegra Financial entered into a $200M secured revolving credit facility maturing October 20, 2027, replacing prior facility due August 4, 2023.","$75M available in Euro or Sterling; initial interest rate at SOFR + 1.50% per annum.","Financial covenants: max leverage ratio 3.50:1.00, max senior leverage 1.00:1.00, minimum NAIC RBC ratio 300%.","Includes $100M incremental facility, $200M letter of credit sublimit, and $25M swing line.","Borrowers are Fortegra Financial, LOTS Intermediate Co., and The Fortegra Group, Inc.; Tiptree Inc. is the ultimate parent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333577,"accession_number":"0001393726-22-000116","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-10-17T23:59:59+00:00","items":["5.02","9.01","7.01"],"status":"ready","headline":"Tiptree announces CFO transition: Sandra Bell to retire, Scott McKinney named successor.","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sandra Bell to retire as CFO effective March 31, 2023 or filing of 2022 Form 10-K.","Scott McKinney, current Deputy CFO, appointed CFO effective same date.","McKinney receives $450k base salary, annual bonus eligibility, and 350k PRSUs with price milestones ($20-$60).","Bell receives cash severance equal to base salary ($450k min) and 2022 bonus of at least $1.02M, plus COBRA premiums."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351059,"accession_number":"0001393726-22-000071","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Q2 net loss $22.4M vs income $8.0M YoY; Fortegra investment closes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $22.4M ($0.64 diluted EPS) vs income $8.0M in Q2'21, driven by deferred tax liability and unrealized investment losses.","Closed $200M strategic investment in Fortegra by Warburg Pincus; recognized $63.2M pre-tax gain in equity, partially offset by $39.6M tax expense.","Adjusted net income rose 6.6% to $14.0M; adjusted return on average equity 12.3%.","Sold one dry bulk vessel for $21.5M; signed agreements to sell remaining two vessels for $46.2M, expected close in Q3'22.","Declared $0.04/share dividend payable Aug 29, record Aug 22; repurchased 89,543 shares at avg $10.45."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":664746000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368310,"accession_number":"0001393726-22-000052","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-06-21T23:59:59+00:00","items":["1.01","8.01","1.02","7.01","9.01"],"status":"ready","headline":"Tiptree closes $200M Warburg Pincus investment in Fortegra, repays $113M debt, sells vessels for $46M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warburg Pincus invests $200M in Fortegra, acquiring ~24% ownership on an as-converted basis.","Up to $60M proceeds support Fortegra growth; remainder used to repay Tiptree's indebtedness and general corporate purposes.","Tiptree pays $113.2M to terminate Credit Agreement with Fortress Credit Corp., releasing all liens.","Agreed to sell remaining two dry-bulk vessels for $46.2M (~47% gain over book value), expected close Q3 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368309,"accession_number":"0001393726-22-000050","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-06-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Tiptree shareholders approve 4M share increase to 2017 incentive plan","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All three director nominees elected: Jonathan Ilany (25.6M for, 442k withheld) and Lesley Goldwasser (19.8M for, 6.3M withheld).","Amendment to 2017 Omnibus Incentive Plan adding 4,000,000 shares approved (19.4M for, 11.1M against, 329k abstain).","Ratification of Deloitte & Touche as independent auditor for FY2022 passed with 30.4M for, 171k against, 294k abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":368308,"accession_number":"0001393726-22-000041","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree reports Q1 2022 net loss of $960K; adjusted net income up to $15.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $324.9M, up 10% from $294.7M in Q1 2021.","Net loss attributable to common stockholders $960K ($0.03 diluted EPS) vs net income $28.6M ($0.81 EPS) a year ago.","Adjusted net income $15.5M, up from $13.2M; adjusted ROE 15.8% vs 13.7%.","Declared quarterly cash dividend $0.04/share, payable May 31, record date May 23.","Book value per share $10.51, down from $11.63 in Q1 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":324903000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387635,"accession_number":"0001393726-22-000018","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-03-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Tiptree FY2021 revenue $1.2B, net income $38.1M, adj. ROE 16.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2021 total revenues $1.2B (up 48% YoY), net income attributable to common $38.1M vs loss $29.2M.","Diluted EPS $1.09 (FY2020: -$0.86); adjusted net income $63.9M (up 24% from $51.4M).","Specialty insurer Fortegra: 22% adjusted ROE, premiums and equivalents growth of 32%.","Book value per share $11.22 (up from $10.90); cash dividend $0.04/sh declared, payable March 28."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387634,"accession_number":"0001393726-22-000002","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2022-01-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Tiptree extends Partner Emeritus Agreement with Arif Inayatullah through Dec 31, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment No. 2 to Partner Emeritus Agreement effective Jan 1, 2022 extends term to Dec 31, 2022.","All other terms and conditions of the original agreement remain unchanged.","Agreement covers consulting/advisory services; no financial terms disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405593,"accession_number":"0001393726-21-000116","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Q3 revenue up 27.9% to $286.6M; adjusted net income $20.7M (+16.4%); declares $0.04 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $286.6M (+27.9% YoY); net income $2.0M ($0.06 EPS) vs $12.8M ($0.35) prior year.","Adjusted net income $20.7M (+16.4% YoY); YTD adjusted net income $47.0M (+33.4%).","Insurance GWPPE $613.1M (+31.9% YoY); combined ratio improved to 89.6% from 90.6%.","Declared $0.04/share dividend, payable Nov 29, record Nov 22; maintained at $0.12 YTD.","Appointed Randy Maultsby as Class I director; Warburg Pincus $200M investment in Fortegra (24% stake) announced Oct 12."],"consensus_eps_estimate":null,"consensus_eps_actual":1.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":880980000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405592,"accession_number":"0001393726-21-000112","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2021-10-12T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Tiptree announces $200M Warburg Pincus investment in Fortegra for ~26% stake","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Warburg Pincus to invest $200M in Tiptree's insurance subsidiary Fortegra, acquiring ~26% fully diluted stake (press release says ~24%).","Proceeds to repay Fortegra debt and capitalize growth; expected close Q1 2022 subject to regulatory approvals.","Fortegra underwrites over $2.0B annual gross written premiums; Warburg Pincus gets board representation and consent rights.","Investment includes common stock, warrants (7-yr term, $15 exercise price), and 8% cumulative convertible preferred stock ($15 conversion).","Tiptree to hold conference call at 9:00 AM ET Oct 12 to discuss transaction; stock symbol TIPT."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424609,"accession_number":"0001393726-21-000090","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Tiptree Q2: Rev $299.7M (+50%), net income $8.0M, Fortegra GWPPE $571.5M (+79%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $299.7M, up 50.4% YoY; net income $8.0M vs $3.8M; diluted EPS $0.22.","Insurance segment GWPPE $571.5M (+79.2% YoY); combined ratio 92.1%; adjusted net income up 57%.","Mortgage adjusted net income $11.5M (+$3.9M) driven by rate environment and home price appreciation.","Book value per share $11.59 up 17.9% YoY; declared $0.04 dividend record Aug 23, payable Aug 30.","Executives awarded PRSUs with price milestones $15–$60; annual base salaries raised to $1M/$1M/$500k."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":594375000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424608,"accession_number":"0001393726-21-000085","cik":1393726,"company_name":"TIPTREE INC.","ticker":"TIPT","form_type":"8-K","filed_at":"2021-07-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Tiptree promotes Randy Maultsby to President; base salary $350K, severance terms defined","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Randy Maultsby, previously Managing Director since 2010, appointed President effective July 14, 2021.","Annual base salary of $350,000, eligible for annual bonus determined by compensation committee.","Severance upon termination without cause includes 1x base salary plus prior year bonus, equity vesting, and COBRA.","Non-compete and non-solicit covenants apply during employment and for one year after termination.","Company entered into indemnification agreement with Maultsby."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":650713721.4740484,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}