TIPT at a glance
TIPTREE INC. (TIPT, SEC CIK 1393726) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as July 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TIPTREE INC. (TIPT) reported revenue of $488,000 (down 100.0% from FY2024) and net income of $34.9 million. Diluted EPS was $0.76.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding TIPTREE INC. (TIPT) shares worth $154.5 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Ilany Jonathan on May 27, 2026 of 990 shares at $17.45 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $488K
- −100.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $154.5M · +2 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 7.01 · Item 2.02 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $341.6M from Fortegra, down from $513.0M YoY; continuing-operations revenue $0 vs $0.1M
- Continuing-operations net loss $6.4M vs $10.4M YoY; effective tax rate (25.6)% vs 16.2%
- Fortegra best performer: $396.2M net income, including $372.2M after-tax sale gain
- Cash $946.9M vs $30.8M at December 31, 2025; marketable securities $158.2M vs $21.7M
- Operating cash used $18.4M vs $13.7M YoY; $10.3M share repurchases and $4.5M dividends in six months
Risk Factors
- Risk-factor section not provided in submitted excerpt
- Newly authorized $20 million share-repurchase program approved April 28, 2026
- $5.32 million repurchased in June at $17.50 per share, reducing available authorization to $14.68 million
AI summary of the TIPT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Proposed Transaction announced, with closing dependent on conditions including regulatory approvals
- Cash dividend of $0.06 per share declared for stockholders of record August 17, 2026
Item 2.02: Results of Operations and Financial Condition
- Results announcement covers the six months ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains operating results and financial details
Item 1.01: Entry into a Material Definitive Agreement
- Tiptree agreed to acquire Universal Shield Insurance Group, parent of Universal Fire & Casualty and Shield Indemnity, for $100 million
- Purchase price subject to reduction for leakage, creating potential adjustment to headline consideration
Item EX-99.1: Item EX-99.1
- Q2 net income $389.2M, driven by discontinued operations and Fortegra sale proceeds rather than ongoing operations
- Fortegra sale generated $1.12B gross proceeds and $372.2M after-tax gain, materially reshaping Tiptree’s balance sheet
Item 8.01: Other Events
- Tiptree announced completion of the merger on May 29, 2026
- Closing marks transition from merger agreement to post-transaction integration and execution
Item 1.02: Termination of a Material Definitive Agreement
- Fortress Credit Agreement fully repaid and terminated at merger closing
- All related liens and security interests released following repayment
Item 2.01: Completion of Acquisition or Disposition of Assets
- Fortegra sale closed May 29, 2026, transferring the business to Purchaser as a wholly owned subsidiary
- Transaction headline price $1.65 billion in cash, subject to contractual adjustments
Item 7.01: Regulation FD Disclosure
- Merger with Fortegra remains subject to closing conditions and could fail, terminate, or face delays
- Potential merger-related litigation represents a material execution risk
AI summaries of TIPT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TIPT
Don't miss the next TIPT filing
- Alerts as it files. A push when TIPT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TIPT, by share count.
- Ask anything. An AI agent that reads every TIPT filing and answers with sources.
TIPT alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Goldwasser Lesley | A | Jul 2, 2026 | 1,061 | - |
| Smith Bradley E. | A | Jul 2, 2026 | 1,768 | - |
| Ilany Jonathan | Buy | May 27, 2026 | 990 | $17.45 |
| Goldwasser Lesley | A | Apr 2, 2026 | 1,144 | - |
| Smith Bradley E. | A | Apr 2, 2026 | 1,907 | - |
| McKinney Scott T. | Buy | Mar 12, 2026 | 1,232 | $15.98 |
| McKinney Scott T. | Buy | Mar 11, 2026 | 2,600 | $16.15 |
| Goldwasser Lesley | A | Jan 8, 2026 | 2,048 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.0B | $488K |
| Operating Income | -$43.5M | -$40.3M | -$46.7M |
| Net Income | $14.0M | $53.4M | $34.9M |
| Op. Margin | - | -2.0% | -9574.6% |
| Net Margin | - | 2.6% | 7157.2% |
| Balance Sheet | |||
| Total Assets | - | $5.7B | $6.8B |
| Equity | - | $457.7M | $508.6M |
| ROE | - | 11.7% | 6.9% |
| Per Share | |||
| EPS | - | $1.30 | $0.76 |
| Cash Flow | |||
| Operating CF | $71.5M | $240.8M | $168.2M |
| CapEx | $14.0M | $4.0M | $0 |
Source: XBRL data in TIPTREE INC. (TIPT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TIPT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $154.5M |
| Q1 2026 | 23 | $133.4M |
| Q4 2025 | 21 | $157.8M |
| Q3 2025 | 20 | $152.0M |
| Q2 2025 | 22 | $191.2M |
| Q1 2025 | 20 | $139.6M |
| Q4 2024 | 15 | $110.5M |
| Q3 2024 | 12 | $75.8M |
- AQR Capital Management+226.0K (+164%)
- Morgan Stanley+146.6K (+53%)
- BlackRock+133.3K (+7%)
- JPMorgan Chase & Co+69.3K (+37%)
- Dimensional Fund Advisors+62.8K (+3%)
- Millennium Management−145.6K (-45%)
- Citadel Advisors LLC−63.8K (-49%)
- Vanguard Portfolio Management LLC−30.1K (-13%)
- Goldman Sachs Group−15.9K (-7%)
- Invesco Ltd−11.8K (-22%)
- Renaissance Technologies LLC+172.6K
- Mangrove Partners+30.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 158 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TIPT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Jul 30, 2026 | - | - | |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 10-K | Mar 9, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 6, 2026 | - | Analysis | - |
| 4 | Jan 9, 2026 | - | - | |
| 4 | Jan 9, 2026 | - | - | |
| 8-K | Dec 16, 2025 | - | - | |
| 8-K | Dec 5, 2025 | - | - | |
| 8-K | Dec 4, 2025 | - | - | |
| 8-K | Nov 24, 2025 | - | - | |
| SC 13D | Nov 12, 2025 | - | - | |
| 10-Q | Oct 31, 2025 | Sep 30, 2025 | Analysis |
Related Financials companies
- ALL · AllstateFire, Marine & Casualty Insurance
- ACIC · AMERICAN COASTAL INSURANCE CorpFire, Marine & Casualty Insurance
- AII · American Integrity Insurance Group, Inc.Fire, Marine & Casualty Insurance
- AIG · American International GroupFire, Marine & Casualty Insurance
- AMSF · AMERISAFE INCFire, Marine & Casualty Insurance
- ACGL · Arch Capital GroupFire, Marine & Casualty Insurance
- ASIC · Ategrity Specialty Insurance Co HoldingsFire, Marine & Casualty Insurance
- BRK-A · Berkshire Hathaway IncFire, Marine & Casualty Insurance
TIPT SEC filings: frequently asked questions
Which institutions hold TIPT stock?
As of June 30, 2026, the largest TIPTREE INC. (TIPT) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($39.6 million), BlackRock ($38.9 million), Vanguard Capital Management LLC ($17.9 million), State Street Corp ($10.0 million), Morgan Stanley ($7.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TIPT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TIPTREE INC. (TIPT) reported revenue of $488,000 (down 100.0% from FY2024) and net income of $34.9 million. Diluted EPS was $0.76. The figures come from the XBRL data in the 10-K.
What did TIPT report in its latest 8-K?
TIPTREE INC. (TIPT) filed an 8-K on July 29, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item 2.02 (Results of Operations and Financial Condition) and Item 1.01 (Entry into a Material Definitive Agreement). Proposed Transaction announced, with closing dependent on conditions including regulatory approvals.
What are the latest TIPT SEC filings?
TIPTREE INC. (TIPT) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on July 6, 2026.
What is TIPT's SEC CIK number?
TIPTREE INC. (TIPT)'s SEC Central Index Key (CIK) is 1393726. EDGAR lists every TIPT filing under that number.
Ask anything about TIPT
The research agent reads TIPT's filings, financials, insider trades and 13F holders, then answers with sources.