Changes in Beneficial Ownership · 4
Tiptree Inc.
TIPTNASDAQEQUITYCurrent
Changes in Beneficial Ownership
Structured filing — 4
ownership.xml
Filing details
- Report period
- 2026-07-02
- Issuer
- TIPTREE INC.
- Issuer CIK
- 0001393726
- Trading symbol
- TIPT
Reporting owner 1
- Name
- Smith Bradley E.
- Reporting owner CIK
- 0001579089
- Relationship
- Director
- Address
- C/O TIPTREE INC., 660 STEAMBOAT ROAD, GREENWICH, CT, 06830
Non-derivative transactions
| Security | Transaction date | Code | Amount | A / D | Price (USD) | Owned after | Ownership |
|---|---|---|---|---|---|---|---|
| Common Stock | 2026-07-02 | A · Form 4 | 1,768[F1] | A | 0 | 107,263 | D |
Table key
- A · Form 4
- Acquisition by grant, award or otherwise under Rule 16b-3(d)
- A
- Acquired
- D
- Direct
Non-derivative holdings
| Security | Amount owned | Ownership | Nature of ownership |
|---|---|---|---|
| Common Stock | 63,738 | I[F2] | By: Kahala Capital Advisors LLC |
Table key
- I
- Indirect
Footnotes
- F1
- Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears.↩ 1
- F2
- The reporting person is a principal of Kahala Capital Advisors LLC. The number of shares reflects a total which is greater than the reporting person's pecuniary interest. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest.↩ 1
Signature 1
- Signed
- /s/ Siew Kwok as Attorney-in-Fact for Bradley E. Smith
- Date
- 2026-07-06
Company context
Tiptree Inc. (NASDAQ: TIPT) is an insurance holding company focused on building and growing P&C insurance businesses in specialized markets. The Company’s strategy combines experienced management teams, disciplined underwriting and prudent investment and capital management to create long-term shareholder value. Tiptree seeks to build businesses distinguished by underwriting expertise, strong distribution relationships and sustainable profitability, with the objective of compounding book value per share over time. For more information, please visit tiptreeinc.com and follow us on LinkedIn.