Recent 8-K filings for TIPT

• May 29, 2026, 4:03 PM ET M&A materiality 0.95 positive item 1.01item 2.01item 1.02item 8.01item 9.01

  Tiptree completes $1.65B sale of Fortegra to DB Insurance, receives ~$1.08B proceeds

  Tiptree closed sale of Fortegra to DB Insurance for $1.65B cash; Tiptree received approx $1.08B at closing.

• May 22, 2026, 8:01 AM ET M&A materiality 0.75 positive item 7.01

  Tiptree expects to close $1.65B Fortegra sale to DB Insurance on May 29, 2026

  Purchase price of $1.65 billion in cash for Fortegra, subject to customary adjustments.

• May 4, 2026, 7:59 PM ET M&A materiality 0.65 neutral item 2.01item 9.01

  Tiptree completes sale of Reliance First Capital to Carrington for ~$47.3M cash

  Closed sale of Reliance First Capital membership interests to Carrington Mortgage Services on May 1, 2026.

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 neutral item 1.01item 2.02item 7.01item 9.01

  Tiptree Q1 EPS $0.34; amends Fortegra deal by removing NYDFS condition

  Q1 GAAP EPS $0.34; net income $14.2M, continuing ops loss $7.1M, discontinued ops profit $21.4M.

• March 6, 2026, 6:59 PM ET M&A materiality 0.90 positive item 2.02item 7.01item 9.01

  Tiptree agrees to sell Fortegra for $1.65B and Reliance First Capital; pro-forma book value $24.40/share

  Fortegra sale for $1.65B; Tiptree's estimated gross proceeds $1.12B; closing expected mid-2026.

• December 16, 2025, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 9.01

  CEO transition at Tiptree: Ilany becomes Vice Chairman, Barnes becomes CEO effective Jan 1, 2026

  CEO Jonathan Ilany transitions to non-executive Vice Chairman; Executive Chairman Michael Barnes appointed CEO effective Jan 1, 2026.

• December 4, 2025, 6:59 PM ET M&A materiality 0.85 neutral item 5.07item 7.01item 9.01

  Tiptree shareholders approve Fortegra merger with DB Insurance; 81% votes in favor

  Shareholders approved all-cash acquisition of Fortegra by DB Insurance Co., Ltd. at Dec 3 special meeting.

• November 24, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  ISS recommends Tiptree shareholders vote FOR Fortegra merger with DB Insurance

  ISS recommends Tiptree stockholders vote 'FOR' the all-cash sale of Fortegra to DB Insurance Co.

• October 31, 2025, 7:59 PM ET M&A materiality 0.75 neutral item 1.01item 9.01

  Tiptree sells Reliance First Capital to Carrington for 93.5% of tangible book value

  Purchase price equals 93.5% of estimated Tangible Book Value at closing, minus expenses and taxes, plus specified cash amounts.

• October 31, 2025, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  Tiptree reports Q3 earnings, agrees to sell Fortegra for $1.65B and Reliance First Capital for ~$51M

  Agreed to sell Fortegra for $1.65B ($1.12B net proceeds to Tiptree); close expected mid-2026.

• September 26, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 7.01item 9.01

  Tiptree to sell Fortegra to DB Insurance for $1.65B cash; deal expected mid-2026

  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.

• July 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Tiptree Q2 net income up 48% YoY to $18.96M; adjusted ROE 22.3%

  Net income $18.96M ($0.37 diluted EPS) vs $12.85M ($0.31) YoY; adjusted net income $27.13M.

• April 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Tiptree Q1 adjusted ROE 20%, Fortegra combined ratio 89.9%; EPS $0.13 vs $0.22

  Total revenues $497.4M, flat YoY; adj. net income $23.3M vs $20.5M, up 13.6%.

• February 26, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Tiptree Q4 2024 revenue $503.6M, net income $19.6M, EPS $0.47; declares $0.06 dividend

  Q4 2024 total revenues $503.6M (vs $446.4M YoY), up 13%; net income $19.6M (vs $6.9M).

• February 10, 2025, 6:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01

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

  Tiptree Holdings LLC borrowed $75M from Fortress Credit Corp and other lenders on Feb 7, 2025.

• October 30, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Tiptree Q3 revenue up 19% to $494M; EPS $0.29 vs $0.04 YoY; dividend raised to $0.06

  Q3 2024 total revenues $494.4 million, up 18.7% from $416.5 million a year ago.

• July 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Tiptree Q2 net income more than doubles to $0.31 EPS; revenue up 35% YoY

  Q2 revenue $546.7M (+35% YoY); diluted EPS $0.31 (vs $0.16, +94%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.75 · Most common event m_and_a

11 positive 0 negative 9 neutral

source · TIPT on sec.gov