TIPT on Nasdaq

TIPTREE INC.

At Tiptree, our mission is to build long-term value by allocating capital to select small and middle market companies across industries.2

Price unavailable

Last updated Oct 19, 2026.

Overview

Compare with OXBRIDGE RE HOLDINGS Ltd, Skyward Specialty Insurance Group, Inc. or Kestrel Group Ltd, or pick any stock.

  • TickerTIPT on Nasdaq2
  • IndustryFire, Marine & Casualty Insurance2
  • HeadquartersLutherville, United States2
  • Incorporated inMD3
  • Business address660 Steamboat Road, 2Nd Floor, Greenwich, Ct 068303
  • Filer categoryAccelerated filer, Smaller reporting company3
  • Legal formStock Corporation2
  • LEI254900EH52HA4YXENT372
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O Cogency Global Inc., 21093 Lutherville, United States2
  • Registered withBusiness Services (Maryland Department of Assessments and Taxation), D118129222

See how the biggest companies compare on our leaderboards

At Tiptree, our mission is to build long-term value by allocating capital to select small and middle market companies across industries. We have a significant track record investing in the insurance and credit-related financial sectors. With proprietary access and a flexible capital base, we seek to uncover compelling investment opportunities and support management teams in unlocking the full value potential of their businesses. This investment philosophy, executed by our experienced leadership, is our hallmark and has delivered consistent risk-adjusted returns to our stockholders since 2007.4 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

-9574.6%Operating margin5
7157.2%Net margin5
-99.9%Revenue growth, 20255
6.9%Return on equity5
0.13×Debt to equity5
$168.2MFree cash flow5

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Income tax14¢$5.7M
  • Profit86¢$34.9M

Out of $488.0K in revenue.5

Where each dollar of operating cash went, fiscal 2025

  • Dividends paid5¢$9.1M
  • Kept or used elsewhere95¢$159.1M

Out of $168.2M of cash from operations.5

Financial statements

Revenue67895$488.0K in 2025−99% since 2019
0$100.0M$200.0M$300.0M$400.0M2019: $89.0M$89.0M20192020: $163.6M$163.6M2020+84%2021: $258.6M$258.6M2021+58%2022: $300.2M$300.2M2022+16%2023: $341.4M$341.4M2023+14%2024: $341.5M$341.5M2024+0%2025: $488.0K$488.0K2025−100%
Operating income5-$46.7M in 2025+8% since 2023
-$60.0M-$40.0M-$20.0M02023: -$43.5M-$43.5M20232024: -$40.3M-$40.3M2024−7%2025: -$46.7M-$46.7M2025+16%
Net income67895$34.9M in 2025+90% since 2019
-$50.0M-$25.0M0$25.0M$50.0M$75.0M2019: $18.4M$18.4M20192020: -$29.2M-$29.2M20202021: $38.1M$38.1M20212022: -$8.3M-$8.3M20222023: $14.0M$14.0M20232024: $53.4M$53.4M2024+283%2025: $34.9M$34.9M2025−35%

Every line of the income statement as filed: the last 3 fiscal years, latest first.5

Period ending2025-12-312024-12-312023-12-31
Other revenue$488.0K$1.5M$2.1M
Total revenues$488.0K$1.5M$2.1M
Employee compensation and benefits$33.8M$29.2M$30.7M
Depreciation and amortization$1.4M$1.5M$1.4M
Other expenses$11.9M$11.2M$13.5M
Total expenses$47.2M$41.8M$45.6M
Operating income (loss) before taxes-$46.7M-$40.3M-$43.5M
Net realized and unrealized gains (losses)-$1.5M-$905.0K-$5.3M
Other income$3.6M$2.6M$5.3M
Income (loss) before taxes-$44.6M-$38.6M-$43.5M
Less: provision (benefit) for income taxes-$5.7M-$6.2M-$4.7M
Net income (loss) from continuing operations-$38.9M-$32.3M-$38.7M
Net income (loss) from discontinued operations$73.8M$85.7M$52.7M
Net income (loss)$34.9M$53.4M$14.0M
Less: net income (loss) attributable to non-controlling interests$0$0$9.0K
Net income (loss) attributable to common stockholders$34.9M$53.4M$14.0M
Basic earnings per share (in dollars per share)-$1-$1-$1
Diluted earnings per share (in dollars per share)-$1-$1-$1
Basic earnings per share (in dollars per share)$2$2$1
Diluted earnings per share (in dollars per share)$2$2$1
Basic earnings per share (in dollars per share)$0.93$1.44$0.38
Diluted earnings per share (in dollars per share)$0.76$1.34$0.34
Basic (in shares)37.6M shares36.9M shares36.7M shares
Diluted (in shares)37.6M shares36.9M shares36.7M shares
Dividends declared per common share (in dollars per share)$0.24$0.49$0.20

Compare TIPTREE INC. with another company

Leadership

Who has led TIPTREE INC., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. F. Scott Kellman2007–2009
  2. Salvatore Riso2010–2013
  3. Geoffrey Kauffman2013–2015
  4. Jonathan Ilany2016–now

Chair

  1. Michael Gene Barnes2010–2013
  2. Geoffrey Kauffman2013–2015

President

  1. F. Scott Kellman2007–2009
  2. Salvatore Riso2011–2013
  3. Geoffrey Kauffman2013–2015
  4. Randy Maultsby2021–2024

Chief financial officer

  1. Robert T. O'Neill2007
  2. Frank Plenskofski2008
  3. Steven M. Sherwyn2010–2012
  4. Julia Wyatt2013–2014
  5. Richard Claiden2015
  6. Sandra Bell2015–2022
  7. Scott T. McKinney2023–now

Chief operating officer

  1. Julia Wyatt2015–2016
2010201520202025
Board members and other officers (27)

Former names

  • TIPTREE FINANCIAL INC.Jul 2, 2013 to Jan 4, 20173
  • Care Investment Trust Inc.Mar 29, 2007 to Jun 28, 20133

Timeline

  1. Jan 6, 2016New chief executive Jonathan Ilany becomes CEO13
  2. Jul 3, 2013New chief executive Geoffrey Kauffman becomes CEO14
  3. Feb 4, 2010New chief executive Salvatore Riso becomes CEO15
  4. Jun 21, 2007New chief executive F. Scott Kellman becomes CEO16
  5. Mar 19, 2007Founded TIPTREE INC. is founded2

Filings

255 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 45 major events, 140 insider forms, 11 large holders, 39 other. The latest 20:

  1. Oct 7, 20264 EDGAR
  2. Oct 7, 20264 EDGAR
  3. Jul 30, 2026SCHEDULE 13G EDGAR
  4. Jul 29, 202610-Q EDGAR
  5. Jul 29, 20268-K EDGAR
  6. Jul 6, 20264 EDGAR
  7. Jul 6, 20264 EDGAR
  8. Jun 3, 2026S-8 EDGAR
  9. May 29, 20268-K EDGAR
  10. May 28, 20264 EDGAR
  11. May 22, 20268-K EDGAR
  12. May 4, 20268-K EDGAR
  13. Apr 30, 202610-Q EDGAR
  14. Apr 30, 20268-K EDGAR
  15. Apr 29, 20268-K EDGAR
  16. Apr 6, 20264 EDGAR
  17. Apr 6, 20264 EDGAR
  18. Mar 16, 2026DEF 14A EDGAR
  19. Mar 13, 20264 EDGAR
  20. Mar 12, 2026SCHEDULE 13D/A EDGAR

The 255 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

62 open-market trades by officers, directors and large owners since October 2021: 12 buys and 50 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
May 27, 2026Ilany JonathanDirectorBuy990$17.45$17.3KForm 4
Mar 12, 2026McKinney Scott T.Chief Financial OfficerBuy1,232$15.98$19.7KForm 4
Mar 11, 2026McKinney Scott T.Chief Financial OfficerBuy2,600$16.15$42.0KForm 4
Nov 7, 2025Mielle DominiqueDirectorBuy5,500$18.29$100.6KForm 4
Mar 25, 2025Rifkind Neil CharlesGeneral Counsel and SecretarySale16,641$25.00$416.0KForm 4
May 28, 2024Ilany JonathanDirectorBuy1,550$17.50$27.1KForm 4
Mar 5, 2024Ilany JonathanDirectorBuy2,900$16.95$49.2KForm 4
Jan 8, 2024Rifkind Neil CharlesGeneral Counsel and SecretarySale18,184$19.54$355.3KForm 4
Dec 14, 2023Rifkind Neil CharlesGeneral Counsel and SecretarySale2,816$19.50$54.9KForm 4
Jun 7, 2023Ilany JonathanDirectorBuy1,600$14.27$22.8KForm 4
Mar 13, 2023Ilany JonathanDirectorBuy2,900$15.00$43.5KForm 4
Nov 11, 2022Bell SandraChief Financial OfficerSale232$12.78$3.0KForm 4
Nov 10, 2022Bell SandraChief Financial OfficerSale500$12.52$6.3KForm 4
Nov 9, 2022Bell SandraChief Financial OfficerSale500$12.32$6.2KForm 4
Nov 8, 2022Bell SandraChief Financial OfficerSale500$12.72$6.4KForm 4
Nov 7, 2022Bell SandraChief Financial OfficerSale500$12.59$6.3KForm 4
Nov 4, 2022Bell SandraChief Financial OfficerSale500$12.34$6.2KForm 4
Nov 3, 2022Bell SandraChief Financial OfficerSale500$11.92$6.0KForm 4
Nov 2, 2022Bell SandraChief Financial OfficerSale500$12.43$6.2KForm 4
Nov 1, 2022Bell SandraChief Financial OfficerSale500$12.25$6.1KForm 4

All 62 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Dimensional Fund Advisors LP2,212,124$39.6M0.0%+62,751
BlackRock, Inc.2,169,681$38.9M0.0%+133,268
Veradace Capital Management LLC1,302,962$23.3M18.5%−540,830
Vanguard Capital Management LLC996,615$17.9M0.0%+7,289
Geode Capital Management, LLC653,998$11.7M0.0%+29,854
State Street Corp557,270$10.0M0.0%+32,723
Gabelli Funds LLC537,471$9.6M0.1%+222,803
Arrowstreet Capital, Limited Partnership511,881$9.2M0.0%+238,820
Nuveen, LLC509,124$9.1M0.0%+128,006
Kennedy Capital Management LLC485,373$8.7M0.2%−9,116
Morgan Stanley422,386$7.6M0.0%+146,646
Heartland Advisors Inc400,000$7.2M0.3%No change
Aqr Capital Management LLC364,204$6.5M0.0%+226,040
Tcw Group Inc294,183$5.3M0.0%No change
Qube Research & Technologies Ltd286,039$5.1M0.0%+89,092
Jpmorgan Chase & Co256,105$4.6M0.0%+69,277
American Century Companies Inc234,327$4.2M0.0%+69,793
Northern Trust Corp234,081$4.2M0.0%+36,452
Bridgeway Capital Management, LLC218,157$3.9M0.1%+9,138
Goldman Sachs Group Inc206,106$3.7M0.0%−15,902
Vanguard Portfolio Management LLC194,435$3.5M0.0%−30,133
Charles Schwab Investment Management Inc190,070$3.4M0.0%+3,391
D. E. Shaw & Co., Inc.187,703$3.4M0.0%+1,666
Steamboat Capital Partners, LLC185,259$3.3M0.7%−504,741
Millennium Management LLC177,810$3.2M0.0%−145,571

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25
  26. 26
  27. 27
  28. 28
  29. 29
  30. 30
  31. 31
  32. 32
  33. 33
  34. 34
  35. 35
  36. 36
  37. 37
  38. 38
  39. 39
  40. 40
  41. 41
  42. 42
  43. 43
  44. 44
  45. 45
  46. 46
  47. 47
  48. 48
  49. 49
  50. 50
  51. 51
  52. 52
  53. 53
  54. 54
  55. 55
  56. 56
  57. 57