Comparable stake leader
Michael Gene Barnes
SEC ownership of TIPTREE INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001393726.
Disclosed value leader
Michael Gene Barnes
Comparable rows
50/50
Latest evidence
02 Jul 2026
- Public ticker
- TIPT on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Michael Gene Barnes
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Michael Gene Barnes
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
02 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001393726
- Issuer location
- Greenwich, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of TIPTREE INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Michael Gene Barnes
Disclosed value leader
Michael Gene Barnes
Comparable rows
50/50
Latest evidence
02 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 27%
13D/G row: Michael Gene Barnes
Showing 1-8 of 50 holder rows.
Quick read
Michael Gene Barnes leads the comparable SEC ownership view at 27%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Michael Gene Barnes's linked filing trail.
Comparable ownership
Top 5
Michael Gene Barnes
27%
Arif Inayatullah
9%
DIMENSIONAL FUND ADVISORS LP
5.8%
Veradace Partners LP
5.1%
BlackRock, Inc.
5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Michael Gene Barnes |
3/4/5
13D/G
Executive Chairman, Director, 10%+ Owner · Barnes Michael Gene
|
27%
from 13D/G
|
$293,740,059
11,835,428 shares
mixed-class rows
|
— | 12 Sep 2025 |
| Arif Inayatullah |
13D/G
3/4/5
Inayatullah Arif · 10%+ Owner
|
9%
|
$79,993,264
3,392,420 shares
|
$0 | 26 Sep 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13D/G
13F
Company
|
5.8%
|
$41,694,589
2,175,071 shares
|
$0 | 30 Sep 2025 |
| Veradace Partners LP |
13D/G
Veradace Capital Management LLC
|
5.1%
|
$34,164,568
1,910,770 shares
|
+$339,541 | 13 Nov 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5%
from 13D/G
|
$34,456,107
2,036,413 shares
|
— | 31 Mar 2026 |
| Bradley E. Smith |
3/4/5
Director
|
0.45%
|
$3,064,867
171,001 shares
|
— | 02 Jul 2026 |
| Paul M. Friedman |
3/4/5
Director
|
0.33%
|
$2,236,162
122,398 shares
|
— | 08 Jan 2026 |
| Lesley Goldwasser |
3/4/5
Director
|
0.31%
|
$2,090,102
116,615 shares
|
— | 02 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$179,553.
Buys
$179,553
Insiders: 3
Sells
$0
Insiders: 0
Net
+$179,553
Shares: +10,322
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 10,322
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 990 | 0 | $17,276 | $0 | +$17,276 |
| 3-6 | 3,832 | 0 | $61,683 | $0 | +$61,683 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 5,500 | 0 | $100,595 | $0 | +$100,595 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to TIPTREE INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Michael Gene Barnes
Net 12M change
+$179,554
Latest report
02 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Michael Gene Barnes | Executive Chairman, Director, 10%+ Owner | $293,740,059 | Mixed | 12 Sep 2025 | ||
| Arif Inayatullah | 10%+ Owner | $70,188,682 | Mixed | 07 Feb 2023 | ||
| Jonathan Ilany | Director | $45,987,030 | +$17,276 | +0.04% | Mixed | 27 May 2026 |
| Randy Maultsby | President, Director | $11,755,161 | Mixed | 09 Oct 2024 | ||
| Bradley E. Smith | Director | $3,064,867 | Median | 02 Jul 2026 | ||
| Paul M. Friedman | Director | $2,236,162 | Mixed | 08 Jan 2026 | ||
| Scott T. McKinney | Chief Financial Officer | $2,128,516 | +$61,683 | +3% | Mixed | 11 Mar 2026 |
| Lesley Goldwasser | Director | $2,090,102 | Median | 02 Jul 2026 | ||
| Neil C. Rifkind | General Counsel and Secretary | $1,931,022 | Mixed | 25 Mar 2025 | ||
| Dominique Mielle | Director | $1,293,322 | +$100,595 | +8.4% | Filing P/S | 07 Nov 2025 |
| Sandra E. Bell | Chief Financial Officer | $104,235 | Mixed | 10 Nov 2022 |
Recent insider transactions for TIPTREE INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Bradley E. Smith | TIPT | Common Stock | Award | 1.68% | 1,768 | 107,263 | 02 Jul 2026 | Direct | ||
| Lesley Goldwasser | TIPT | Common Stock | Award | 0.92% | 1,061 | 116,615 | 02 Jul 2026 | Direct | ||
| Jonathan Ilany | TIPT | Common Stock | Purchase | 0.52% | $17,276 | $17.45 | 990 | 193,011 | 27 May 2026 | By IRA |
| Bradley E. Smith | TIPT | Common Stock | Award | 1.84% | 1,907 | 105,495 | 02 Apr 2026 | Direct | ||
| Lesley Goldwasser | TIPT | Common Stock | Award | 1% | 1,144 | 115,554 | 02 Apr 2026 | Direct | ||
| Scott T. McKinney | TIPT | Common Stock | Purchase | 44.5% | $19,682 | $15.98 | 1,232 | 4,000 | 12 Mar 2026 | By 401K |
| Scott T. McKinney | TIPT | Common Stock | Purchase | 1547.6% | $42,000 | $16.15 | 2,600 | 2,768 | 11 Mar 2026 | By 401K |
| Scott T. McKinney | TIPT | Common Stock | Tax liability | -4.89% | -5,143 | 99,939 | 20 Feb 2026 | Direct | ||
| Scott T. McKinney | TIPT | Common Stock | Options Exercise | 16.8% | 15,110 | 105,082 | 20 Feb 2026 | Direct | ||
| Scott T. McKinney | TIPT | Restricted Stock Units | Options Exercise | -100% | -15,110 | 0 | 20 Feb 2026 | Direct | ||
| Lesley Goldwasser | TIPT | Common Stock | Award | 1.82% | 2,048 | 114,410 | 08 Jan 2026 | Direct | ||
| Paul M. Friedman | TIPT | Common Stock | Award | 1.7% | 2,048 | 122,398 | 08 Jan 2026 | By The Paul M. Friedman Living Trust | ||
| Dominique Mielle | TIPT | Common Stock | Purchase | 8.43% | $100,595 | $18.29 | 5,500 | 70,712 | 07 Nov 2025 | Direct |
| Paul M. Friedman | TIPT | Common Stock | Award | 1.52% | 1,807 | 120,350 | 03 Oct 2025 | By The Paul M. Friedman Living Trust | ||
| Lesley Goldwasser | TIPT | Common Stock | Award | 1.63% | 1,807 | 112,362 | 03 Oct 2025 | Direct | ||
| Jonathan Ilany | TIPT | Common Stock | Tax liability | -44.8% | -223,318 | 274,742 | 15 Sep 2025 | Direct | ||
| Jonathan Ilany | TIPT | Common Stock | Options Exercise | 239% | 351,155 | 498,060 | 15 Sep 2025 | Direct | ||
| Jonathan Ilany | TIPT | Employee Stock Option | Options Exercise | -100% | -351,155 | 0 | 15 Sep 2025 | Direct | ||
| Michael Gene Barnes | TIPT | Common Stock | Tax liability | -0.4% | -40,638 | 9,999,059 | 12 Sep 2025 | Direct | ||
| Michael Gene Barnes | TIPT | Common Stock | Options Exercise | 1.64% | 163,158 | 10,114,652 | 12 Sep 2025 | Direct | ||
| Michael Gene Barnes | TIPT | February 2017 Stock Option | Options Exercise | -100% | -112,015 | 0 | 12 Sep 2025 | Direct | ||
| Michael Gene Barnes | TIPT | March 2016 Stock Option | Options Exercise | -100% | -4,649 | 0 | 12 Sep 2025 | Direct | ||
| Michael Gene Barnes | TIPT | January 2016 Stock Option | Options Exercise | -100% | -46,494 | 0 | 12 Sep 2025 | Direct | ||
| Jonathan Ilany | TIPT | Common Stock | Tax liability | -38% | -89,834 | 146,905 | 02 Sep 2025 | Direct | ||
| Jonathan Ilany | TIPT | Common Stock | Options Exercise | 208.5% | 150,742 | 223,035 | 02 Sep 2025 | Direct | ||
| Jonathan Ilany | TIPT | Employee Stock Option | Options Exercise | -100% | -150,742 | 0 | 02 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.