TIPTREE INC. — fact timeline

TIPTREE INC. terminated Fortress Credit Agreement with Fortress Credit Corp. valued at repaid in full all outstanding obligations; agreement terminated (effective 2026-05-29).

“On the Closing Date, in connection with the Merger, Tiptree Holdings LLC (“ Tiptree Holdings ”), a subsidiary of Tiptree, repaid in full all outstanding obligations under the Credit Agreement, dated as of February 7, 2025 (the “ Fortress Credit Agreement ”), by and among Tiptree, as parent, Tiptree Holdings, the lenders party thereto and Fortress Credit Corp., as administrative agent and collateral agent.”

TIPTREE INC. completed a disposition involving DB Insurance Co., Ltd. (Purchaser) for $1.65 billion in cash (closed 2026-05-29).

“on April 8, 2026, executed a joinder to the Merger Agreement to become a party thereto. Pursuant to the Merger Agreement, Purchaser acquired Fortegra for a purchase price of $1.65 billion in cash (subject to certain adjustments set forth in the Merger Agreement) by means of a merger of Merger Sub with and into Fortegra, with Fortegra surviving the Merger (the “”

TIPTREE INC. completed a disposition involving Carrington Mortgage Services, LLC for $47,291,890 in cash paid to Sellers at closing, plus $2,000,000 held in escrow related to the Purchase Price Adjustment Holdback Amount and $1,027,798 held in e (closed 2026-05-01).

“as of December 5, 2025 (together, the “Purchase Agreement”), by and among Buyer, Sellers and Reliance. At the closing of the Sale, pursuant to the Purchase Agreement, Buyer paid $47,291,890 in cash to Sellers with an additional $2,000,000 held in escrow related to the Purchase Price Adjustment Holdback Amount (as defined in the Purchase Agreement) and $1,027,798 held”

TIPTREE INC. reported financial results for the three months ended March 31, 2026.

“On April 30, 2026 Tiptree issued a press release announcing its results of operations for the three months ended March 31, 2026.”

TIPTREE INC. amended First Amendment to Agreement and Plan of Merger with DB Insurance Co., Ltd. (effective 2026-04-28).

“On April 28, 2026, Tiptree Inc., a Maryland corporation (“ Tiptree ” or the “ Company ”), The Fortegra Group, Inc., a Delaware corporation and subsidiary of the Company (“ Fortegra ”), DB Insurance Co., Ltd., incorporated and existing under the laws of the Republic of Korea (“ Purchaser ”), and DB Insurance North America Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Purchaser (“ Merger Sub ”), entered into that certain First Amendment to Agreement and Plan of Merger (the “ Amendment ”), which amends the Agreement and Plan of Merger, dated as of September 26, 2025 (as amended, the “ Merger Agreement ”), by and among the Company, Fortegra, Purchaser and Merger Sub.”

TIPTREE INC. reported financial results for the three months and year ended December 31, 2025.

“On March 6, 2026 Tiptree Inc. (the “Company” or “Tiptree”) issued a press release announcing its results of operations for the twelve months ended December 31, 2025.”

TIPTREE INC. incurred credit facility of $75 million with Fortress Credit Corp. at term Secured Overnight Financing Rate plus an applicable margin of 5.25% per ann maturing third anniversary of the closing date.

“(“Tiptree”) conducts its operations, entered into a Credit Agreement, dated as of February 7, 2025, among Tiptree, Borrower, the lenders party thereto from time to time and Fortress Credit Corp. (“Fortress”), as administrative agent, collateral agent and lead arranger (the “Credit Agreement”).”

TIPTREE INC. shareholders approved Ratification of selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024 at the 2024-04-30 meeting.

“Proposal 2 : Ratification of selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024: For Against Abstain 32,211,824 315,506 2,641 Proposal 2 was approved.”

TIPTREE INC. shareholders approved Election of Board of Directors at the 2024-04-30 meeting.

“Proposal 1 : Election of Board of Directors: Name of Director For Withheld Broker Non-Vote Michael G. Barnes 26,731,572 1,094,627 4,703,772 Dominique Mielle 21,187,037 6,639,162 4,703,772 All director nominees were duly elected.”

TIPTREE INC. reported the quarter ended December 31, 2023 results: revenue $446,374, net income $6,871, EPS $0.15.

“31, 2023 and 2022 are as follows: Three Months Ended December 31, Year Ended December 31, ($ in thousands, except per share information) 2023 2022 2023 2022 Total revenues $ 446,374 $ 369,528 $ 1,649,031 $ 1,397,752 Net income (loss) attributable to common stockholders $ 6,871 $ 871 $ 13,951 $ (8,274) Diluted earnings per share $ 0.15 $ 0.02 $ 0.33 $ (0.23)”

TIPTREE INC. reported third quarter 2023 results: revenue $416,514, net income $2,153, EPS $0.04.

“2023 and 2022 are as follows: Three Months Ended September 30, Nine Months Ended September 30, ($ in thousands, except per share information) 2023 2022 2023 2022 Total revenues $ 416,514 $ 363,478 $ 1,202,657 $ 1,028,224 Net income (loss) attributable to common stockholders $ 2,153 $ 14,223 $ 7,080 $ (9,145) Diluted earnings per share $ 0.04 $ 0.38 $ 0.18 $ (0.26)”

TIPTREE INC. incurred revolving credit of $125.0 million with Fifth Third Bank, National Association at base rate plus an applicable interest margin or the term secured overnight finan maturing October 2026.

“On October 6, 2023, South Bay Financial Corporation (“SBAC”) and South Bay Funding LLC (“SBF”; together with SBAC (the “Borrowers”), subsidiaries of The Fortegra Group, Inc. (“Fortegra”) (a subsidiary of Tiptree Inc.), entered into a three-year $125.0 million secured credit agreement”

TIPTREE INC. entered into New Credit Agreement with Fifth Third Bank, National Association valued at $125.0 million (effective 2023-10-06).

“On October 6, 2023, South Bay Financial Corporation (“SBAC”) and South Bay Funding LLC (“SBF”; together with SBAC (the “Borrowers”), subsidiaries of The Fortegra Group, Inc. (“Fortegra”) (a subsidiary of Tiptree Inc.), entered into a three-year $125.0 million secured credit agreement (the “New Credit Agreement”) with the lenders from time to time party thereto and Fifth Third Bank, National Association (“Fifth Third” or the “Administrative Agent”), as the administrative agent.”

TIPTREE INC. reported the three months ended June 30, 2023 results: revenue $ 404,518, net income $ 5,989, EPS $ 0.16.

“Tiptree Inc. (NASDAQ:TIPT) (“Tiptree” or the “Company”), today announced its financial results for the three and six months ended June 30, 2023. Three Months Ended June 30, Six Months Ended June 30, ($ in thousands, except per share information) 2023 2022 2023 2022 Total revenues $ 404,518 $ 339,843 $ 786,143 $ 664,746 Net income (loss) attributable to common stockholders $ 5,989 $ (22,408) $ 4,927 $ (23,368) Diluted earnings per share $ 0.16 $ (0.64) $ 0.13 $ (0.67)”

TIPTREE INC. shareholders approved To determine, in an advisory (non-binding) vote, whether a stockholder vote to approve the compensation of our named executive officers should occur every one (1), two (2) or three (3) years. at the 2023-06-06 meeting.

“Proposal 4: To determine, in an advisory (non-binding) vote, whether a stockholder vote to approve the compensation of our named executive officers should occur every one (1), two (2) or three (3) years. One Year Two Years Three Years Abstain 10,492,857 89,013 18,317,317 32,847 Proposal 4 was approved at Three Years.”

TIPTREE INC. shareholders approved To approve, in an advisory (non-binding) vote, the compensation of our named executive officers. at the 2023-06-06 meeting.

“Proposal 3: To approve, in an advisory (non-binding) vote, the compensation of our named executive officers. For Against Abstain Broker Non-Vote 20,527,901 8,370,541 33,592 4,822,867 Proposal 3 was approved.”

TIPTREE INC. shareholders approved Ratification of selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023 at the 2023-06-06 meeting.

“Proposal 2 : Ratification of selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023: For Against Abstain 33,721,033 2,868 31,000 Proposal 2 was approved.”

TIPTREE INC. shareholders approved Election of Board of Directors at the 2023-06-06 meeting.

“Proposal 1 : Election of Board of Directors: Name of Director For Withheld Broker Non-Vote Paul M. Friedman 22,465,025 6,467,009 4,822,867 Randy Maultsby 26,254,331 2,677,703 4,822,867 Bradley E. Smith 21,163,347 7,768,687 4,822,867 All director nominees were duly elected.”

TIPTREE INC. reported the quarter ended March 31, 2023 results: revenue $ 381,625, net income $ (1,062), EPS $(0.03) per share.

“today announced its financial results for the three months ended March 31, 2023. First Quarter ($ in thousands, except per share information) 2023 2022 Total revenues $ 381,625 $ 324,903 Net income (loss) attributable to common stockholders $ (1,062) $ (960) Diluted earnings per share $ (0.03) $ (0.03) Cash dividends paid per common share $ 0.05 $ 0.04”

TIPTREE INC. reported the year ended December 31, 2022 results: revenue $ 1,397,752, net income $ (8,274), EPS $ (0.23).

“Tiptree’s Executive Chairman, Michael Barnes. Fourth Quarter Year Ended ($ in thousands, except per share information) 2022 2021 2022 2021 Total revenues $ 369,528 $ 319,534 $ 1,397,752 $ 1,200,514 Net income (loss) attributable to common stockholders $ 871 $ (426) $ (8,274) $ 38,132 Diluted earnings per share $ 0.02 $ (0.01) $ (0.23) $ 1.09 Cash dividends paid”

TIPTREE INC.: Amended and restated Bylaws to adopt universal proxy rules and update stockholder nomination procedures (effective 2023-01-20).

“On January 20, 2023, in connection with the universal proxy rules adopted by the U.S. Securities and Exchange Commission and related requirements (the “Universal Proxy Rules”) and a periodic review of the Bylaws of Tiptree Inc. (“Tiptree”), the Board of Directors (the “Board”) of Tiptree amended and restated Tiptree’s Bylaws with the Fifth Amended and Restated Bylaws (the “Fifth Amended and Restated Bylaws”), effective immediately.”

TIPTREE INC. reported the quarter ended September 30, 2022 results: revenue $363.5 million, net income $14.2 million, EPS $0.38.

“or the “Company”), today announced its financial results for the three and nine months ended September 30, 2022. Third Quarter 2022 Summary • Revenues for the quarter of $363.5 million, an increase of 26.8% from Q3'21, driven by growth in Fortegra’s specialty insurance lines and increased vessel revenues. Excluding investment gains and losses, revenues were up”

Scott McKinney was appointed as Chief Financial Officer at TIPTREE INC..

“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”.”

Sandra Bell retired as Chief Financial Officer at TIPTREE INC..

“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”).”

Randy Maultsby was appointed as Class I Director at TIPTREE INC..

“On November 2, 2021, the board of directors (the “Board”) of Tiptree Inc. (“Tiptree”) appointed Randy Maultsby as a Class I director effective immediately”

Randy Maultsby was appointed as President at TIPTREE INC..

“On July 14, 2021, the board of directors of Tiptree Inc. (“Tiptree”) appointed Randy Maultsby, age 47, as President.”