Jonathan Ilany - 02 Sep 2025 Form 4 Insider Report for TIPTREE INC. (TIPT)

Signature
/s/ Neil C. Rifkind as Attorney-in-Fact for Jonathan Ilany
Issuer symbol
TIPT
Transactions as of
02 Sep 2025
Net transactions value
-$2,098,522
Form type
4
Filing time
04 Sep 2025, 16:01:49 UTC
Previous filing
26 Feb 2025
Next filing
17 Sep 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Ilany Jonathan Chief Executive Officer, Director C/O TIPTREE INC., 660 STEAMBOAT ROAD, FL 2, GREENWICH /s/ Neil C. Rifkind as Attorney-in-Fact for Jonathan Ilany 04 Sep 2025 0001499150

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TIPT Common Stock Options Exercise $777,005 +137,038 +159% $5.67 223,035 02 Sep 2025 Direct F1
transaction TIPT Common Stock Tax liability $777,000 -33,262 -15% $23.36 189,773 02 Sep 2025 Direct F2, F3
transaction TIPT Common Stock Options Exercise $80,442 +13,704 +7.2% $5.87 203,477 02 Sep 2025 Direct F1
transaction TIPT Common Stock Tax liability $80,452 -3,444 -1.7% $23.36 200,033 02 Sep 2025 Direct F3, F4
transaction TIPT Common Stock Tax liability $1,241,070 -53,128 -27% $23.36 146,905 02 Sep 2025 Direct F3, F5
holding TIPT Common Stock 192,021 02 Sep 2025 By 401K

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction TIPT Employee Stock Option Options Exercise $777,005 -137,038 -100% $5.67 0 02 Sep 2025 Common Stock 137,038 $5.67 Direct F6, F7
transaction TIPT Employee Stock Option Options Exercise $80,442 -13,704 -100% $5.87 0 02 Sep 2025 Common Stock 13,704 $5.87 Direct F8, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The transactions reported above in Table I reflect the cashless exercise of stock options. The cashless exercise for the options is reported in two lines. The lines coded M in column 3 of Table I report in column 4 the number of shares issuable upon exercise of the options had cash been paid to exercise the options, together with the exercise price with Code A for acquired. The lines coded F in column 3 of Table I relates to the same cashless exercise on the preceding line and reports in Column 4 the number of shares deducted from the total number of shares issuable to pay for the cashless exercise of such options with Code D for disposed.
F2 Reflects 33,262 shares withheld by the Issuer at the market price of $23.36 per share less an exercise price of $5.67 per share to fund the cashless exercise of 137,038 options.
F3 Represents the closing stock price as of the transaction date.
F4 Reflects 3,444 shares withheld by the Issuer at the market price of $23.36 per share less an exercise price of $5.87 per share to fund the cashless exercise of 13,704 options.
F5 Represents the number of shares withheld to satisfy the Reporting Person's withholding tax liability upon the issuance of options exercised cashless calculated at the closing stock price of the exercise date.
F6 On January 4, 2016, the Reporting Person was granted non-qualified stock options to purchase 137,038 shares of common stock of the Registrant at $5.67 per share, subject to the terms of a Stock Option Agreement.
F7 The option shares are fully vested and exercisable as of January 4, 2021.
F8 On March 10, 2016, the Reporting Person was granted non-qualified stock options to purchase 13,704 shares of common stock of the Registrant at $5.87 per share, subject to the terms of a Stock Option Agreement.
F9 The option shares are fully vested and exercisable as of March 10, 2021.