Tiptree Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:TIPT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 May 24	BuyUS$27,125	Jonathan Ilany	Individual	1,550	US$17.50
05 Mar 24	BuyUS$49,155	Jonathan Ilany	Individual	2,900	US$16.95
08 Jan 24	SellUS$355,279	Neil Rifkind	Individual	18,184	US$19.54

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TIPT?
Owner Type	Number of Shares	Ownership Percentage
General Public	6,606,538	17.8%
Institutions	14,905,075	40.2%
Individual Insiders	15,544,225	41.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.7%	Michael Barnes	9,902,095	US$201.6m	2.06%	no data
9.55%	Arif Inayatullah	3,537,412	US$72.0m	0%	no data
6.79%	Dimensional Fund Advisors LP	2,514,755	US$51.2m	-0.2%	0.01%
5.86%	BlackRock, Inc.	2,169,837	US$44.2m	2.01%	no data
4.22%	Jonathan Ilany	1,562,831	US$31.8m	0%	no data
3.46%	The Vanguard Group, Inc.	1,281,943	US$26.1m	5.17%	no data
2.15%	Breach Inlet Capital Management, LLC	797,171	US$16.2m	15.1%	13.83%
2.04%	Cannell Capital LLC	757,415	US$15.4m	-14.1%	3.01%
1.51%	Geode Capital Management, LLC	559,905	US$11.4m	1.44%	no data
1.33%	State Street Global Advisors, Inc.	494,299	US$10.1m	1.87%	no data
1.23%	Royce & Associates, LP	455,909	US$9.3m	0%	0.08%
1.09%	Bridgeway Capital Management, LLC	402,588	US$8.2m	-21.5%	0.13%
0.98%	TCW Group, Inc.	363,098	US$7.4m	-13.2%	0.06%
0.88%	Heartland Advisors, Inc.	325,000	US$6.6m	0%	0.35%
0.6%	Hillsdale Investment Management Inc.	220,777	US$4.5m	0.68%	0.22%
0.56%	Northern Trust Global Investments	206,696	US$4.2m	4.34%	no data
0.53%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	195,350	US$4.0m	18.3%	no data
0.5%	Charles Schwab Investment Management, Inc.	183,552	US$3.7m	166%	no data
0.48%	Cove Street Capital, LLC	178,001	US$3.6m	-11.5%	2.82%
0.47%	Kennedy Capital Management LLC	175,936	US$3.6m	5.94%	0.08%
0.36%	Franklin Resources, Inc.	134,479	US$2.7m	0%	no data
0.34%	Hodges Capital Management Inc	124,584	US$2.5m	1.24%	0.16%
0.34%	Morgan Stanley, Investment Banking and Brokerage Investments	124,469	US$2.5m	50.1%	no data
0.33%	Millennium Management LLC	122,789	US$2.5m	-40.2%	no data
0.31%	Russell Investment Management, LLC	116,468	US$2.4m	-9.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 05:13
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Tiptree Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jerry Doctrow	Stifel, Equities Research