Key facts
- This page summarizes Jonathan Ilany's Form 4 filing for TIPTREE INC. (TIPT).
- 3 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 18 Oct 2024, 16:04.
Jonathan Ilany - 17 Oct 2024 Form 4 Insider Report for TIPTREE INC. (TIPT)
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- TIPT
- Reported as of
- 17 Oct 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 18 Oct 2024, 16:04:52 UTC
- Prior SEC filing
- 28 May 2024
- Next SEC filing
- 26 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Neil C. Rifkind as Attorney-in-Fact for Jonathan Ilany
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jonathan Ilany filed Form 4 for TIPTREE INC. (TIPT) on 18 Oct 2024.
Change
- Previous filing in this sequence was filed on 28 May 2024.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
TIPT
transaction
Common Stock
Options Exercise
- Transaction value
- Shares
- +200,000
- Change %
- Price
- Shares after
- 200,000
- Date
- 17 Oct 2024
- Ownership
- Direct
- Footnotes
- F1
TIPT
transaction
Common Stock
Gift
- Transaction value
- $0
- Shares
- -200,000
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 17 Oct 2024
- Ownership
- Direct
- Footnotes
- F2
TIPT
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 192,021
- Date
- 17 Oct 2024
- Ownership
- By 401K
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
TIPT
transaction
Derivative
Performance Restricted Stock Units 2021
Options Exercise
- Transaction value
- $0
- Shares
- -200,000
- Change %
- -14%
- Price
- $0.000000
- Shares after
- 1,200,000
- Date
- 17 Oct 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 200,000
- Exercise price
- Footnotes
- F3
TIPT
holding
Derivative
Performance Restricted Stock Units 2024
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 550,000
- Date
- 17 Oct 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 550,000
- Exercise price
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
The acquisition of the common stock resulted from the vesting of an equal number of performance restricted stock units ("PRSUs") upon achieving the $20 Tiptree Inc. ("Tiptree") share price target milestone (adjusted for dividends paid).
Footnote F2
The reporting person gifted the vested portion of the PRSUs on October 17, 2024 to a family trust of which the reporting person has no control or beneficial interest.
Footnote F3
These PRSUs were granted to the Reporting Person on August 4, 2021. The PRSUs will vest upon Tiptree achieving each of three Tiptree share price target milestones, based on the average of the thirty (30) trading day closing stock price, ranging from $30 to $60 (adjusted for dividends paid) prior to the tenth anniversary of the date of grant, subject to the Reporting Person's continued employment with Tiptree. Each PRSU represents a contingent right to receive one share of Tiptree common stock. Any unvested PRSUs shall expire on August 4, 2031.
Footnote F4
These PRSUs were granted to the Reporting Person on January 1, 2024. Each PRSU represents a contingent right to receive one share of Tiptree common stock. The PRSUs will vest upon Tiptree achieving a share price target milestone based on the average of the thirty (30) trading day closing stock price of $70 (adjusted for dividends paid) prior to the 10th anniversary of the grant date, subject to the Reporting Person's continued employment with Tiptree. Any unvested PRSUs shall expire on January 1, 2034.