---
schema_version: "secwatch.filing_event.v1"
accession: "0001393726-22-000116"
form_type: "8-K"
ticker: "TIPT"
cik: "0001393726"
company_name: "TIPTREE INC."
filed_at: "2022-10-17T23:59:59+00:00"
generated_at: "2026-06-23T03:15:20.830602+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Tiptree announces CFO transition: Sandra Bell to retire, Scott McKinney named successor.

## Summary
- 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.

## SEC filing metadata
- accession: 0001393726-22-000116
- form_type: 8-K
- ticker: TIPT
- cik: 0001393726
- company_name: TIPTREE INC.
- filed_at: 2022-10-17T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 9.01, 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1393726/000139372622000116/0001393726-22-000116-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1393726/000139372622000116/tipt-20221014.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001393726-22-000116
- JSON: https://secwatch.observer/filing/0001393726-22-000116.json
- Plain text: https://secwatch.observer/filing/0001393726-22-000116.txt

## Key facts
- Executive change
  Sandra Bell retired as Chief Financial Officer at TIPTREE INC..
  - Action: retired
  - Role: Chief Financial Officer
  source text: Tiptree Inc. (“Tiptree” or “the Company”) announced the retirement of Sandra Bell as Chief Financial Officer of Tiptree, effective the latter of March 31, 2023 or the date that Tiptree’s Form 10-K for the fiscal year ending December 31, 2022 is filed with the SEC (the “Transition Effective Date”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1393726/000139372622000116/0001393726-22-000116-index.htm
- Executive change
  Scott McKinney was appointed as Chief Financial Officer at TIPTREE INC..
  - Action: appointed
  - Role: Chief Financial Officer
  source text: the Board of Directors (the “Board”) of Tiptree appointed Scott McKinney, age 38, as Chief Financial Officer of Tiptree, effective as of the “Transition Effective Date”.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1393726/000139372622000116/0001393726-22-000116-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.