---
schema_version: "secwatch.filing_event.v1"
accession: "0001393726-25-000007"
form_type: "8-K"
ticker: "TIPT"
cik: "0001393726"
company_name: "TIPTREE INC."
filed_at: "2025-02-10T23:59:59+00:00"
generated_at: "2026-05-26T23:57:47.525080+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Tiptree subsidiary enters $75M secured credit facility; Fortress as agent, 3-yr term

## Summary
- 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.

## SEC filing metadata
- accession: 0001393726-25-000007
- form_type: 8-K
- ticker: TIPT
- cik: 0001393726
- company_name: TIPTREE INC.
- filed_at: 2025-02-10T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1393726/000139372625000007/0001393726-25-000007-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1393726/000139372625000007/tipt-20250207.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001393726-25-000007
- JSON: https://secwatch.observer/filing/0001393726-25-000007.json
- Plain text: https://secwatch.observer/filing/0001393726-25-000007.txt

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