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Tiptree Inc. (TIPT)

USD17.66 -0.21 (-1.18%)
US NASDAQ Financial Services Insurance - Specialty
Address 299 Park Avenue 10171
Greenwich, NY, US
CEO Michael Gene Barnes
IPO 2010-10-15
CIK 1393726 ISIN US88822Q1031

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Description

Tiptree Inc., operating through its various subsidiaries, specializes in the provision and management of tailored insurance solutions, primarily within the United States. The company's operations are structured around two principal business segments: Insurance and Mortgage. Within its Insurance division, Tiptree offers a range of niche commercial and personal lines coverage, including credit insurance, collateral protection, and comprehensive warranty and service contract solutions. It also provides premium financing options. While its core focus lies in insurance, the company also caters to institutional investors by providing mortgage loans, forming its Mortgage segment. Beyond these, Tiptree Inc. further diversifies its portfolio through maritime shipping operations and strategic equity investments. Its diverse product portfolio is distributed via an extensive network comprising independent insurance agents, consumer finance entities, automotive dealerships, various retailers, brokers, and managing general agencies. Established in 2007, the company, originally known as Tiptree Financial Inc., adopted its current name, Tiptree Inc., in December 2016. Its corporate headquarters are located in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD17.66 -0.21 (-1.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
278.7K
Beta
0.93
Float Shares
23.29M
Free Float %
61.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.93% -0.70% -1.17% -4.02% -10.97% -7.17% -21.95% +29.17% +55.60% +222.43% +25.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
17.66
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Specialty: +11.0%
    -99.9% Q1'26: -100.0% (vs Q1'25)
  • EPS growth Insurance - Specialty: +18.3%
    -41.5% Q1'26: +161.5% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Specialty: +39.7%
    -1,358.6%
  • EBIT margin Insurance - Specialty: +18.3%
    -1,742.3%
  • ROIC Insurance - Specialty: +10.3%
    -5.7% Q1'26: -3.9% (vs Q1'25)
  • Share dilution Insurance - Specialty: +0.5%
    -1.0% Q1'26: +9.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×
    -1.87× Q1'26: -2.33× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.91) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 17.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 2/5 2/5 3/5 1/5 2/5
2026-05-08 C+ 2/5 1/5 2/5 3/5 3/5 1/5 2/5
2026-05-07 C+ 2/5 1/5 2/5 3/5 3/5 1/5 2/5
2026-05-06 C+ 2/5 1/5 2/5 3/5 3/5 1/5 2/5
2026-05-05 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-05-04 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-05-01 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-04-30 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-04-29 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-04-28 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-04-27 B- 2/5 1/5 3/5 3/5 3/5 2/5 2/5
2026-04-24 C+ 2/5 1/5 3/5 3/5 2/5 2/5 2/5
2026-04-23 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-22 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-21 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-20 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-17 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5
2026-04-16 B- 2/5 1/5 3/5 4/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
160.95M
OE per share TTM
4.17
Owner's Yield
24.88%
Maintenance CapEx ratio
117.44%
Maint CapEx / Avg PPE
3.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
1.38M
Insider transactions (90d)
0
Beneficial owners (>5%)
39
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 30-0447847 2.64M 7.80% 2.59M 2.64M IA Delaware Limited Partnership 2022-02-08
2 (. 2.44M 8.20% 2.43M 2.44M IA Delaware 2018-02-09
3 (1) BlackRock, Inc. 2.01M 5.50% 1.97M 2.01M HC Delaware 2024-01-31
4 BANK OF AMERICA CORP /DE/56-0906609 1.43M 4.20% 1.43M 1.43M HC Delaware 2020-02-14
5 Nomura Holdings, Inc. 1.27M 4.39% 1.27M HC Japan 2017-07-07
6 Nomura Securities Co. Ltd. 1.27M 4.39% 1.27M FI Japan 2017-07-07
7 Charles E. Davidson 872.0K 2.43% 872.0K IN United States 2019-02-08
8 Joseph M. Jacobs 872.0K 2.43% 872.0K IN United States 2019-02-08
9 Reliance Investors LLC 872.0K 2.43% 872.0K OO Delaware 2019-02-08
10 Wexford Capital LP 872.0K 2.43% 872.0K PN Delaware 2019-02-08
11 Wexford GP LLC 872.0K 2.43% 872.0K OO Delaware 2019-02-08
12 Fintan Partners, LLC (20-2379035) 517.8K 1.50% 517.8K 517.8K IA 2021-02-11
13 Fintan Master Fund, Ltd. 517.8K 1.50% 517.8K 517.8K CO 2021-02-11
14 GOLDMAN, SACHS & CO. 35.9K 0.10% 35.9K 35.9K BD, IA, PN Delaware 2016-06-27
15 THE GOLDMAN SACHS GROUP, INC. 35.9K 0.10% 35.9K 35.9K HC, CO Delaware 2016-06-27
16 95-4688436 10.00 12.00% IA Delaware 2017-02-14
17 Joshua S. Friedman 10.00 12.00% IN Delaware 2017-02-14
18 Mitchell R. Julis 10.00 12.00% IN Delaware 2017-02-14
19 David Bonderman 0.00% IN Delaware 2016-06-27
20 FEIN: 13-2703894 0.00% IC, HC New York 2016-06-27
21 FEIN: 20-3248706 0.00% IC Arizona 2016-06-27
22 FEIN: 35-2405664 0.00% HC Delaware 2016-06-27
23 FEIN: 45-3412786 0.00% HC Bermuda 2016-06-27
24 GOLDMAN, SACHS MANAGEMENT GP GMBH 0.00% OO Delaware 2016-06-27
25 GS ADVISORS VI, L.L.C. 0.00% PN Delaware 2016-06-27
26 GS CAPITAL PARTNERS VI FUND, L.P. 0.00% PN Delaware 2016-06-27
27 GS CAPITAL PARTNERS VI GMBH & CO. KG 0.00% PN Delaware 2016-06-27
28 GS CAPITAL PARTNERS VI OFFSHORE FUND, L.P. 0.00% PN Delaware 2016-06-27
29 GS CAPITAL PARTNERS VI PARALLEL, L.P. 0.00% PN Delaware 2016-06-27
30 GSCP VI ADVISORS, L.L.C. 0.00% OO Delaware 2016-06-27
31 GSCP VI OFFSHORE ADVISORS, L.L.C. 0.00% OO Delaware 2016-06-27
32 GSCP VI PARALLEL PROSIGHT, L.L.C. 0.00% OO Delaware 2016-06-27
33 James G. Coulter 0.00% IN Delaware 2016-06-27
34 PROSIGHT EQUITY MANAGEMENT INC. 0.00% CO Delaware 2016-06-27
35 PROSIGHT INVESTMENT LLC 0.00% OO Delaware 2016-06-27
36 PROSIGHT PARALLEL INVESTMENT LLC 0.00% OO Delaware 2016-06-27
37 TPG Advisors VI, Inc. 0.00% CO Delaware 2016-06-27
38 TPG Advisors VI-AIV, Inc. 0.00% CO Delaware 2016-06-27
39 TPG Group Holdings (SBS) Advisors, Inc. 0.00% CO Delaware 2016-06-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-135 vs prev Q
New positions
0
Closed positions
128
Increased
0
Reduced
6
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VERADACE CAPITAL MANAGEMENT LLC 1.42M +1.4M (+100.0%) 26.00B +26.0B (+100.0%) 3.79% +3.789 pp 15.89% +15.889 pp USD18.27 +0.0% 1 qtrs NEW
2 DIMENSIONAL FUND ADVISORS LP 2.11M -61.7K (-2.8%) 38.61M -3.1M (-7.4%) 5.63% -0.175 pp 0.01% -0.001 pp USD6.14 +197.6% 40 qtrs
3 BLACKROCK, INC. 2.09M -1.8K (-0.1%) 38.11M -1.9M (-4.8%) 5.55% -0.015 pp 0.00% 0.000 pp USD19.68 -7.2% 6 qtrs
4 VANGUARD GROUP INC 1.40M +52.6K (+3.9%) 25.66M -256.1K (-1.0%) 3.74% +0.133 pp 0.00% +0.000 pp USD10.42 +75.3% 47 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 601.6K +645.0 (+0.1%) 10.99M -529.2K (-4.6%) 1.60% -0.001 pp 0.00% 0.000 pp USD10.78 +69.5% 44 qtrs
6 MILLENNIUM MANAGEMENT LLC 531.6K +212.4K (+66.6%) 9.71M +3.6M (+58.7%) 1.42% +0.564 pp 0.00% +0.002 pp USD19.36 -5.6% 21 qtrs
7 STATE STREET CORP 530.6K +2.2K (+0.4%) 9.69M -435.1K (-4.3%) 1.41% +0.003 pp 0.00% +0.000 pp USD9.61 +90.1% 46 qtrs
8 STEAMBOAT CAPITAL PARTNERS, LLC 493.9K +97.5K (+24.6%) 9.02M +1.4M (+18.7%) 1.31% +0.258 pp 2.48% +0.497 pp USD18.61 -1.8% 8 qtrs
9 KENNEDY CAPITAL MANAGEMENT LLC 482.9K +30.0 (+0.0%) 8.82M -434.0K (-4.7%) 1.29% -0.002 pp 0.19% -0.018 pp USD20.91 -12.6% 11 qtrs
10 ROYCE & ASSOCIATES LP 441.3K -2.0K (-0.5%) 8.06M -435.6K (-5.1%) 1.17% -0.008 pp 0.08% -0.003 pp USD13.28 +37.6% 18 qtrs
11 GOLDMAN SACHS GROUP INC 403.4K +304.9K (+309.6%) 7.37M +5.5M (+290.4%) 1.07% +0.811 pp 0.00% +0.001 pp USD18.06 +1.2% 46 qtrs
12 HEARTLAND ADVISORS INC 400.0K +15.8K (+4.1%) 7.31M -56.3K (-0.8%) 1.06% +0.040 pp 0.39% +0.005 pp USD13.19 +38.5% 15 qtrs
13 MORGAN STANLEY 291.1K +111.6K (+62.2%) 5.32M +1.9M (+54.6%) 0.77% +0.296 pp 0.00% +0.000 pp USD18.95 -3.6% 43 qtrs
14 ALGERT GLOBAL LLC 258.7K +207.0K (+400.5%) 4.73M +3.7M (+376.9%) 0.69% +0.551 pp 0.07% +0.057 pp USD18.35 -0.4% 9 qtrs
15 TCW GROUP INC 244.2K +— (+0.0%) 4.46M -219.8K (-4.7%) 0.65% -0.001 pp 0.03% -0.007 pp USD6.39 +185.9% 37 qtrs
16 AQR CAPITAL MANAGEMENT LLC 215.2K +103.9K (+93.3%) 3.93M +1.8M (+84.3%) 0.57% +0.276 pp 0.00% +0.001 pp USD19.21 -4.9% 7 qtrs
17 QUBE RESEARCH & TECHNOLOGIES LTD 209.7K +83.8K (+66.5%) 3.83M +1.4M (+58.7%) 0.56% +0.223 pp 0.00% +0.001 pp USD19.06 -4.1% 12 qtrs
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 209.0K +— (+0.0%) 3.82M -188.1K (-4.7%) 0.56% -0.001 pp 0.08% -0.005 pp USD10.35 +76.5% 42 qtrs
19 NUVEEN, LLC 208.9K +23.6K (+12.7%) 3.82M +264.4K (+7.4%) 0.56% +0.062 pp 0.00% +0.000 pp USD23.43 -22.0% 4 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 193.1K +1.7K (+0.9%) 3.53M -140.7K (-3.8%) 0.51% +0.004 pp 0.00% +0.000 pp USD15.80 +15.6% 47 qtrs
21 NORTHERN TRUST CORP 191.7K -14.2K (-6.9%) 3.50M -443.8K (-11.2%) 0.51% -0.039 pp 0.00% 0.000 pp USD9.52 +91.9% 46 qtrs
22 JANE STREET GROUP, LLC 177.7K -4.8K (-2.6%) 3.25M -252.3K (-7.2%) 0.47% -0.014 pp 0.00% +0.000 pp USD22.84 -20.0% 8 qtrs
23 JPMORGAN CHASE & CO 177.0K +25.7K (+17.0%) 3.23M +333.5K (+11.5%) 0.47% +0.068 pp 0.00% +0.000 pp USD19.93 -8.3% 37 qtrs
24 POINT72 ASSET MANAGEMENT, L.P. 160.1K +147.2K (+1,141.4%) 2.93M +2.7M (+1,083.1%) 0.43% +0.392 pp 0.00% +0.003 pp USD18.49 -1.2% 3 qtrs
25 D. E. SHAW & CO., INC. 139.6K +75.0K (+116.0%) 2.55M +1.3M (+105.9%) 0.37% +0.199 pp 0.00% +0.001 pp USD18.39 -0.7% 9 qtrs
26 MARSHALL WACE, LLP 137.6K +127.2K (+1,224.5%) 2.51M +2.3M (+1,162.3%) 0.37% +0.339 pp 0.00% +0.002 pp USD18.34 -0.4% 2 qtrs
27 RUSSELL INVESTMENTS GROUP, LTD. 131.2K +71.0 (+0.1%) 2.40M -116.7K (-4.6%) 0.35% 0.000 pp 0.00% 0.000 pp USD13.27 +37.7% 25 qtrs
28 EMPOWERED FUNDS, LLC 119.0K +— (+0.0%) 2.17M -107.1K (-4.7%) 0.32% -0.001 pp 0.02% -0.006 pp USD16.07 +13.7% 11 qtrs
29 CITADEL ADVISORS LLC 106.7K -57.7K (-35.1%) 1.95M -1.2M (-38.1%) 0.28% -0.154 pp 0.00% 0.000 pp USD23.06 -20.8% 19 qtrs
30 CAPTION MANAGEMENT, LLC 100.0K +— (+0.0%) 1.83M -90.0K (-4.7%) 0.27% -0.001 pp 0.01% -0.002 pp USD19.17 -4.7% 2 qtrs
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 99.3K +84.5K (+573.5%) 1.81M +1.5M (+541.9%) 0.26% +0.225 pp 0.00% +0.001 pp USD19.13 -4.5% 4 qtrs
32 BANK OF NEW YORK MELLON CORP 95.6K +6.1K (+6.8%) 1.75M +30.9K (+1.8%) 0.25% +0.016 pp 0.00% +0.000 pp USD9.41 +94.2% 47 qtrs
33 HODGES CAPITAL MANAGEMENT INC. 88.9K -1.9K (-2.1%) 1.62M -116.4K (-6.7%) 0.24% -0.006 pp 0.14% -0.009 pp USD17.39 +5.1% 19 qtrs
34 AMERICAN CENTURY COMPANIES INC 88.5K +38.7K (+77.8%) 1.62M +662.8K (+69.4%) 0.24% +0.103 pp 0.00% +0.000 pp USD20.94 -12.8% 4 qtrs
35 TUDOR INVESTMENT CORP ET AL 86.3K +5.5K (+6.9%) 1.58M +28.5K (+1.8%) 0.23% +0.014 pp 0.00% +0.000 pp USD20.55 -11.1% 4 qtrs
36 BARCLAYS PLC 81.3K +8.6K (+11.8%) 1.49M +61.8K (+4.3%) 0.22% +0.022 pp 0.00% +0.000 pp USD18.99 -3.8% 15 qtrs
37 EXODUSPOINT CAPITAL MANAGEMENT, LP 77.2K +67.1K (+667.1%) 1.41M +1.2M (+631.1%) 0.21% +0.179 pp 0.01% +0.009 pp USD18.39 -0.7% 2 qtrs
38 UBS GROUP AG 74.5K +22.8K (+44.2%) 1.36M +370.7K (+37.4%) 0.20% +0.061 pp 0.00% +0.000 pp USD20.65 -11.5% 13 qtrs
39 GABELLI FUNDS LLC 73.3K -5.0K (-6.4%) 1.34M -162.0K (-10.8%) 0.20% -0.014 pp 0.01% -0.001 pp USD19.17 -4.7% 2 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 65.3K +27.2K (+71.7%) 1.19M +463.6K (+63.6%) 0.17% +0.072 pp 0.00% +0.000 pp USD18.50 -1.2% 49 qtrs
41 TEACHER RETIREMENT SYSTEM OF TEXAS 61.9K +11.1K (+22.0%) 1.13M +157.9K (+16.2%) 0.16% +0.029 pp 0.00% +0.000 pp USD18.45 -1.0% 11 qtrs
42 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 54.5K -14.3K (-20.8%) 995.6K -323.7K (-24.5%) 0.15% -0.039 pp 0.00% -0.002 pp USD19.93 -8.3% 8 qtrs
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 52.2K +8.3K (+18.9%) 953.7K +112.1K (+13.3%) 0.14% +0.022 pp 0.00% +0.000 pp USD19.03 -4.0% 8 qtrs
44 INVESCO LTD. 51.4K -182.0 (-0.4%) 938.4K -49.7K (-5.0%) 0.14% -0.001 pp 0.00% +0.000 pp USD19.58 -6.7% 34 qtrs
45 TWO SIGMA INVESTMENTS, LP 49.9K +12.6K (+33.8%) 911.1K +196.4K (+27.5%) 0.13% +0.033 pp 0.00% +0.000 pp USD16.61 +10.0% 18 qtrs
46 CENTERBOOK PARTNERS LP 48.1K +26.2K (+119.4%) 877.9K +458.1K (+109.1%) 0.13% +0.070 pp 0.04% +0.022 pp USD18.68 -2.2% 2 qtrs
47 MAN GROUP PLC 47.3K -39.4K (-45.5%) 863.8K -798.1K (-48.0%) 0.13% -0.105 pp 0.00% -0.001 pp USD22.58 -19.1% 6 qtrs
48 SWISS NATIONAL BANK 44.4K +1.5K (+3.5%) 811.6K -11.2K (-1.4%) 0.12% +0.004 pp 0.00% +0.000 pp USD14.87 +22.9% 12 qtrs
49 GROUP ONE TRADING, L.P. 44.0K +11.7K (+36.4%) 803.3K +185.6K (+30.0%) 0.12% +0.031 pp 0.00% +0.000 pp USD18.96 -3.6% 5 qtrs
50 BANK OF AMERICA CORP /DE/ 42.1K +10.9K (+34.8%) 768.6K +170.5K (+28.5%) 0.11% +0.029 pp 0.00% +0.000 pp USD18.50 -1.2% 50 qtrs
51 RAFFLES ASSOCIATES LP 40.8K -11.0K (-21.2%) 745.4K -247.6K (-24.9%) 0.11% -0.030 pp 0.56% -0.365 pp USD19.02 -3.9% 9 qtrs
52 IMC-CHICAGO, LLC 39.7K +21.3K (+115.3%) 726.0K +372.2K (+105.2%) 0.11% +0.057 pp 0.00% +0.000 pp USD18.69 -2.2% 2 qtrs
53 SEI INVESTMENTS CO 39.6K +39.6K (+100.0%) 723.1K +723.1K (+100.0%) 0.11% +0.105 pp 0.00% +0.001 pp USD18.27 +0.0% 1 qtrs NEW
54 PROSPERA FINANCIAL SERVICES INC 38.4K -35.0 (-0.1%) 701.8K -35.2K (-4.8%) 0.10% 0.000 pp 0.01% -0.001 pp USD6.53 +179.8% 48 qtrs
55 VERITION FUND MANAGEMENT LLC 36.6K +22.1K (+152.8%) 667.9K +390.7K (+140.9%) 0.10% +0.059 pp 0.00% +0.002 pp USD18.63 -1.9% 2 qtrs
56 36.3K +17.3K (+90.9%) 662.7K +298.5K (+82.0%) 0.10% +0.046 pp 0.41% +0.161 pp USD20.44 -10.6% 3 qtrs
57 WELLS FARGO & COMPANY/MN 33.9K +9.9K (+41.0%) 619.6K +158.5K (+34.4%) 0.09% +0.026 pp 0.00% +0.000 pp USD19.09 -4.3% 47 qtrs
58 SIMPLEX TRADING, LLC 33.1K +14.4K (+77.5%) 604.2K +247.2K (+69.2%) 0.09% +0.038 pp 0.00% +0.000 pp USD20.41 -10.5% 5 qtrs
59 TECTONIC ADVISORS LLC 30.8K +1.2K (+4.1%) 562.0K -4.5K (-0.8%) 0.08% +0.003 pp 0.03% -0.001 pp USD16.31 +12.0% 13 qtrs
60 DLD ASSET MANAGEMENT, LP 29.6K +8.9K (+43.1%) 541.0K +144.2K (+36.3%) 0.08% +0.024 pp 0.04% +0.019 pp USD18.90 -3.3% 2 qtrs
61 RHUMBLINE ADVISERS 29.4K -5.2K (-15.0%) 537.7K -126.0K (-19.0%) 0.08% -0.014 pp 0.00% 0.000 pp USD11.21 +63.0% 43 qtrs
62 ANCORA ADVISORS, LLC 28.5K -64.9K (-69.5%) 521.6K -1.3M (-70.9%) 0.08% -0.173 pp 0.01% -0.025 pp USD11.92 +53.3% 32 qtrs
63 SKYVIEW INVESTMENT ADVISORS, LLC 27.9K +238.0 (+0.9%) 510.0K -21.0K (-4.0%) 0.07% +0.001 pp 0.06% -0.003 pp USD20.88 -12.5% 5 qtrs
64 UBS ASSET MANAGEMENT AMERICAS INC 27.6K +90.0 (+0.3%) 504.6K -23.1K (-4.4%) 0.07% +0.000 pp 0.00% +0.000 pp USD19.36 -5.6% 12 qtrs
65 Y-INTERCEPT (HONG KONG) LTD 25.9K +25.9K (+100.0%) 472.7K +472.7K (+100.0%) 0.07% +0.069 pp 0.01% +0.011 pp USD18.27 +0.0% 1 qtrs NEW
66 ALLIANCEBERNSTEIN L.P. 25.5K +— (+0.0%) 466.7K -23.0K (-4.7%) 0.07% 0.000 pp 0.00% +0.000 pp USD14.02 +30.3% 35 qtrs
67 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 25.4K +25.4K (+100.0%) 464.2K +464.2K (+100.0%) 0.07% +0.068 pp 0.02% +0.016 pp USD18.27 +0.0% 1 qtrs NEW
68 MERCER GLOBAL ADVISORS INC /ADV 25.0K +1.5K (+6.5%) 456.1K +6.7K (+1.5%) 0.07% +0.004 pp 0.00% 0.000 pp USD20.57 -11.2% 7 qtrs
69 DIAMETRIC CAPITAL, LP 24.5K +24.5K (+100.0%) 447.9K +447.9K (+100.0%) 0.07% +0.065 pp 0.12% +0.120 pp USD18.27 +0.0% 1 qtrs NEW
70 HSBC HOLDINGS PLC 23.8K +23.8K (+100.0%) 435.6K +435.6K (+100.0%) 0.06% +0.064 pp 0.00% +0.000 pp USD18.27 +0.0% 11 qtrs
71 NFC INVESTMENTS, LLC 22.2K +— (+0.0%) 406.0K -20.0K (-4.7%) 0.06% 0.000 pp 0.11% -0.009 pp USD19.27 -5.2% 9 qtrs
72 QUANTINNO CAPITAL MANAGEMENT LP 22.1K +3.4K (+17.9%) 403.1K +44.5K (+12.4%) 0.06% +0.009 pp 0.00% 0.000 pp USD20.86 -12.4% 3 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22.0K -21.0 (-0.1%) 402.2K -20.2K (-4.8%) 0.06% 0.000 pp 0.00% +0.000 pp USD12.35 +47.9% 47 qtrs
74 STATE OF WISCONSIN INVESTMENT BOARD 21.7K -13.9K (-39.0%) 396.3K -285.3K (-41.9%) 0.06% -0.037 pp 0.00% -0.001 pp USD17.61 +3.7% 8 qtrs
75 FMR LLC 20.5K +19.1K (+1,390.3%) 374.7K +348.3K (+1,320.0%) 0.05% +0.051 pp 0.00% +0.000 pp USD18.33 -0.3% 18 qtrs
76 MAGNETAR FINANCIAL LLC 19.5K +8.4K (+75.2%) 356.8K +143.1K (+67.0%) 0.05% +0.022 pp 0.00% +0.002 pp USD18.78 -2.7% 2 qtrs
77 LEGAL & GENERAL GROUP PLC 18.6K -119.0 (-0.6%) 340.0K -19.0K (-5.3%) 0.05% 0.000 pp 0.00% +0.000 pp USD15.03 +21.6% 37 qtrs
78 DEUTSCHE BANK AG\ 17.8K -133.0 (-0.7%) 324.5K -18.5K (-5.4%) 0.05% 0.000 pp 0.00% +0.000 pp USD16.60 +10.1% 47 qtrs
79 SMITH, MOORE & CO. 17.2K +1.5K (+9.6%) 313.5K +13.3K (+4.4%) 0.05% +0.004 pp 0.02% +0.001 pp USD22.38 -18.4% 3 qtrs
80 RESOURCES INVESTMENT ADVISORS, LLC. 16.5K +42.0 (+0.3%) 301.0K -14.0K (-4.5%) 0.04% +0.000 pp 0.00% 0.000 pp USD20.96 -12.8% 5 qtrs
81 GSA CAPITAL PARTNERS LLP 15.5K -18.7K (-54.7%) 284.0K -373.0K (-56.8%) 0.04% -0.050 pp 0.02% -0.030 pp USD19.23 -5.0% 10 qtrs
82 LPL FINANCIAL LLC 15.0K +15.0K (+100.0%) 274.6K +274.6K (+100.0%) 0.04% +0.040 pp 0.00% +0.000 pp USD18.27 +0.0% 1 qtrs NEW
83 BREVAN HOWARD CAPITAL MANAGEMENT LP 14.3K +14.3K (+100.0%) 261.4K +261.4K (+100.0%) 0.04% +0.038 pp 0.00% +0.003 pp USD18.27 +0.0% 1 qtrs NEW
84 BLEAKLEY FINANCIAL GROUP, LLC 14.3K +14.3K (+100.0%) 261.3K +261.3K (+100.0%) 0.04% +0.038 pp 0.00% +0.005 pp USD18.27 +0.0% 1 qtrs NEW
85 BOSTON PARTNERS 13.9K -1.7K (-11.0%) 253.2K -45.2K (-15.2%) 0.04% -0.005 pp 0.00% +0.000 pp USD12.87 +42.0% 25 qtrs
86 CITIGROUP INC 13.7K +2.8K (+25.7%) 251.2K +41.6K (+19.8%) 0.04% +0.007 pp 0.00% +0.000 pp USD19.19 -4.8% 47 qtrs
87 PDT PARTNERS, LLC 13.6K -9.1K (-40.1%) 248.1K -186.7K (-42.9%) 0.04% -0.024 pp 0.02% -0.011 pp USD19.22 -4.9% 8 qtrs
88 PRICE T ROWE ASSOCIATES INC /MD/ 13.0K +296.0 (+2.3%) 238.0K -6.0K (-2.5%) 0.03% +0.001 pp 0.00% +0.000 pp USD21.52 -15.1% 5 qtrs
89 FRANKLIN RESOURCES INC 12.9K +12.9K (+100.0%) 236.3K +236.3K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD18.27 +0.0% 1 qtrs NEW
90 AQUATIC CAPITAL MANAGEMENT LLC 12.7K +12.7K (+100.0%) 232.2K +232.2K (+100.0%) 0.03% +0.034 pp 0.01% +0.007 pp USD18.27 +0.0% 5 qtrs
91 MARTINGALE ASSET MANAGEMENT L P 12.2K +5.0 (+0.0%) 223.2K -10.9K (-4.7%) 0.03% +0.000 pp 0.01% 0.000 pp USD24.09 -24.2% 4 qtrs
92 ARS INVESTMENT PARTNERS, LLC 11.9K -6.9K (-36.7%) 218.1K -143.3K (-39.7%) 0.03% -0.019 pp 0.01% -0.011 pp USD19.17 -4.7% 2 qtrs
93 METLIFE INVESTMENT MANAGEMENT, LLC 11.2K -2.6K (-18.6%) 205.4K -59.4K (-22.4%) 0.03% -0.007 pp 0.00% 0.000 pp USD13.73 +33.1% 17 qtrs
94 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 10.9K +105.0 (+1.0%) 199.5K -7.8K (-3.8%) 0.03% +0.000 pp 0.00% +0.000 pp USD17.23 +6.0% 7 qtrs
95 QUEST PARTNERS LLC 9.5K +1.8K (+23.3%) 172.9K +25.8K (+17.5%) 0.03% +0.005 pp 0.01% +0.000 pp USD19.68 -7.2% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 89 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Gabelli Financial Services Opportunities ETF GABF 3.80% 1.91M 0.90%
2 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.16% 18.5K 0.29%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.10% 1.72M 0.47%
4 iShares Micro-Cap ETF IWC 0.10% 1.45M 0.60%
5 iShares U.S. Insurance ETF IAK 0.07% 308.1K 0.38%
6 U.S. Micro Cap Portfolio ETF DFMC 0.05% 4.02M 0.43%
7 Vanguard U.S. Quality Factor ETF VFQY 0.05% 228.6K 0.13%
8 Dimensional - US Targeted Value ETF DFAT 0.03% 4.89M 0.28%
9 iShares Russell 2000 Value ETF IWN 0.03% 4.31M 0.24%
10 WisdomTree U.S. SmallCap Dividend Fund DES 0.03% 583.8K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.50
Bullish
Ratio by volume
1.14
Neutral
Buys
5
Sells
2
Shares acquired
23.0K
Shares disposed
20.3K
Cash buys
2.00
Cash sales
Net activity
+2,785
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-02 Smith Bradley E. Director A-Award A Common Stock 1,907 0.00 105,495 D
2026-04-02 Goldwasser Lesley Director A-Award A Common Stock 1,144 0.00 115,554 D
2026-03-12 McKinney Scott T. Officer P-Purchase A Common Stock 1,232 15.98 19.7K 4,000 I
2026-03-11 McKinney Scott T. Officer P-Purchase A Common Stock 2,600 16.15 42.0K 2,768 I
2026-02-20 McKinney Scott T. Officer M-Exempt A Common Stock 15,110 0.00 105,082 D
2026-01-08 Goldwasser Lesley Director A-Award A Common Stock 2,048 0.00 114,410 D
2026-01-08 Friedman Paul M Director A-Award A Common Stock 2,048 0.00 122,398 I
2025-11-07 Mielle Dominique Director P-Purchase A Common Stock 5,500 18.29 100.6K 70,712 D
2025-10-03 Goldwasser Lesley Director A-Award A Common Stock 1,807 0.00 112,362 D
2025-10-03 Friedman Paul M Director A-Award A Common Stock 1,807 0.00 120,350 I
2025-09-15 Ilany Jonathan Director / Officer F-InKind D Common Stock 124,787 23.70 2.96M 274,742 D
2025-09-12 Barnes Michael Gene Director / Officer / 10% Owner M-Exempt A Common Stock 112,015 6.65 744.9K 10,114,652 D
2025-09-02 Ilany Jonathan Director / Officer F-InKind D Common Stock 33,262 23.36 777.0K 189,773 D
2025-07-03 Goldwasser Lesley Director A-Award A Common Stock 1,595 0.00 110,555 D
2025-07-03 Friedman Paul M Director A-Award A Common Stock 1,595 0.00 118,543 I
2025-04-03 Goldwasser Lesley Director A-Award A Common Stock 1,547 0.00 108,960 D
2025-04-03 Friedman Paul M Director A-Award A Common Stock 1,547 0.00 116,948 I
2025-03-25 Rifkind Neil Charles Officer S-Sale D Common Stock 16,641 25.00 416.0K 15,660 D
2025-02-25 Rifkind Neil Charles Officer A-Award A Restricted Stock Units 22,246 0.00 68,702 D
2025-02-25 Ilany Jonathan Director / Officer A-Award A Common Stock 151,778 0.00 151,778 D
2025-02-25 Barnes Michael Gene Director / Officer / 10% Owner A-Award A Common Stock 60,813 0.00 9,962,908 D
2025-02-24 Rifkind Neil Charles Officer M-Exempt D Restricted Stock Units 26,750 0.00 46,456 D
2025-02-24 McKinney Scott T. Officer M-Exempt A Common Stock 15,736 0.00 97,922 D
2025-01-09 Goldwasser Lesley Director A-Award A Common Stock 1,817 0.00 107,413 D
2025-01-09 Friedman Paul M Director A-Award A Common Stock 1,514 0.00 115,401 I
2024-12-10 Friedman Paul M Director G-Gift A Common Stock 20,000 0.00 113,887 I
2024-11-13 Friedman Paul M Director G-Gift A Common Stock 89,887 0.00 93,887 I
2024-10-30 Barnes Michael Gene Director / Officer / 10% Owner M-Exempt D Performance Restricted Stock Units 2021 200,000 0.00 1,200,000 D
2024-10-18 McKinney Scott T. Officer M-Exempt D Performance Restricted Stock Units 2021 50,000 0.00 300,000 D
2024-10-17 Ilany Jonathan Director / Officer M-Exempt D Performance Restricted Stock Units 2021 200,000 0.00 1,200,000 D
2024-10-09 Maultsby Randy Director / Officer M-Exempt D Performance Restricted Stock Units 2021 66,667 0.00 400,000 D
2024-10-07 Goldwasser Lesley Director A-Award A Common Stock 1,910 0.00 105,596 D
2024-10-07 Friedman Paul M Director A-Award A Common Stock 1,591 0.00 109,887 D
2024-07-08 Goldwasser Lesley Director A-Award A Common Stock 2,327 0.00 103,686
2024-07-08 Friedman Paul M Director A-Award A Common Stock 1,939 0.00 108,296
2024-05-28 Ilany Jonathan Director / Officer P-Purchase A Common Stock 1,550 17.50 27.1K 192,021
2024-04-04 Goldwasser Lesley Director A-Award A Common Stock 2,195 0.00 101,359
2024-04-04 Friedman Paul M Director A-Award A Common Stock 1,829 0.00 106,357
2024-03-05 Ilany Jonathan Director / Officer P-Purchase A Common Stock 2,900 16.95 49.2K 190,471
2024-02-27 Rifkind Neil Charles Officer A-Award A Restricted Stock Units 23,792 0.00 73,206
2024-01-09 Ilany Jonathan Director / Officer G-Gift D Common Stock 17,863 0.00 0
2024-01-08 Rifkind Neil Charles Officer S-Sale D Common Stock 18,184 19.54 355.3K 16,641
2024-01-04 Mielle Dominique Director A-Award A Common Stock 1,673 0.00 65,212
2024-01-04 Goldwasser Lesley Director A-Award A Common Stock 1,673 0.00 99,164
2024-01-04 Friedman Paul M Director A-Award A Common Stock 1,673 0.00 104,528
2024-01-01 McKinney Scott T. Officer A-Award A Performance Restricted Stock Units 2024 137,500 0.00 137,500
2024-01-01 Maultsby Randy Director / Officer A-Award A Performance Restricted Stock Units 2024 183,333 0.00 183,333
2024-01-01 Ilany Jonathan Director / Officer A-Award A Performance Restricted Stock Units 2024 550,000 0.00 550,000
2024-01-01 Barnes Michael Gene Director / Officer / 10% Owner A-Award A Performance Restricted Stock Units 2024 550,000 0.00 550,000
2023-12-14 Rifkind Neil Charles Officer S-Sale D Common Stock 2,816 19.50 54.9K 34,825
2023-10-06 Smith Bradley E. Director A-Award A Common Stock 755 0.00 103,588
2023-10-06 Mielle Dominique Director A-Award A Common Stock 1,888 0.00 63,539
2023-10-06 Goldwasser Lesley Director A-Award A Common Stock 1,888 0.00 97,491
2023-10-06 Friedman Paul M Director A-Award A Common Stock 1,888 0.00 102,855
2023-07-06 Smith Bradley E. Director A-Award A Common Stock 879 0.00 102,833
2023-07-06 Mielle Dominique Director A-Award A Common Stock 2,198 0.00 61,651
2023-07-06 Goldwasser Lesley Director A-Award A Common Stock 2,198 0.00 95,603
2023-07-06 Friedman Paul M Director A-Award A Common Stock 2,198 0.00 100,967
2023-06-07 Ilany Jonathan Director / Officer P-Purchase A Common Stock 1,600 14.27 22.8K 187,571
2023-04-06 Smith Bradley E. Director A-Award A Common Stock 864 0.00 101,954
2023-04-06 Mielle Dominique Director A-Award A Common Stock 2,161 0.00 59,453
2023-04-06 Goldwasser Lesley Director A-Award A Common Stock 2,161 0.00 93,405
2023-04-06 Friedman Paul M Director A-Award A Common Stock 2,161 0.00 98,769
2023-03-31 McKinney Scott T. Officer D Common Stock 0 0.00 55,194
2023-03-13 Ilany Jonathan Director / Officer P-Purchase A Common Stock 2,900 15.00 43.5K 185,971
2023-02-28 Rifkind Neil Charles Officer F-InKind D Common Stock 2,844 16.10 45.8K 37,641
2023-02-28 Maultsby Randy Director / Officer F-InKind D Common Stock 5,643 16.10 90.9K 11,470
2023-02-22 Rifkind Neil Charles Officer A-Award A Restricted Stock Units 11,332 0.00 24,707
2023-02-07 Inayatullah Arif 10% Owner M-Exempt D February 2017 Stock Option 62,859 6.65 418.0K 0
2023-01-05 Smith Bradley E. Director A-Award A Common Stock 2,188 0.00 101,090
2023-01-05 Mielle Dominique Director A-Award A Common Stock 1,750 0.00 57,292
2023-01-05 Goldwasser Lesley Director A-Award A Common Stock 2,188 0.00 91,244
2023-01-05 Friedman Paul M Director A-Award A Common Stock 2,188 0.00 96,608
2022-11-11 Bell Sandra Officer S-Sale D Common Stock 232 12.78 3.0K 5,335
2022-11-10 Bell Sandra Officer S-Sale D Common Stock 500 12.52 6.3K 5,567
2022-11-09 Bell Sandra Officer S-Sale D Common Stock 500 12.32 6.2K 6,067
2022-11-08 Bell Sandra Officer S-Sale D Common Stock 500 12.72 6.4K 6,567
2022-11-07 Bell Sandra Officer S-Sale D Common Stock 500 12.59 6.3K 7,067
2022-11-04 Bell Sandra Officer S-Sale D Common Stock 500 12.34 6.2K 7,567
2022-11-03 Bell Sandra Officer S-Sale D Common Stock 500 11.92 6.0K 8,067
2022-11-02 Bell Sandra Officer S-Sale D Common Stock 500 12.43 6.2K 8,567
2022-11-01 Bell Sandra Officer S-Sale D Common Stock 500 12.25 6.1K 9,067
2022-10-31 Bell Sandra Officer S-Sale D Common Stock 500 11.72 5.9K 9,567
2022-10-28 Bell Sandra Officer S-Sale D Common Stock 500 11.68 5.8K 10,067
2022-10-27 Bell Sandra Officer S-Sale D Common Stock 500 11.75 5.9K 10,567
2022-10-26 Bell Sandra Officer S-Sale D Common Stock 500 11.77 5.9K 11,067
2022-10-25 Bell Sandra Officer S-Sale D Common Stock 500 11.62 5.8K 11,567
2022-10-24 Bell Sandra Officer S-Sale D Common Stock 500 11.89 5.9K 12,067
2022-10-21 Bell Sandra Officer S-Sale D Common Stock 500 11.53 5.8K 12,567
2022-10-20 Bell Sandra Officer S-Sale D Common Stock 500 11.36 5.7K 13,067
2022-10-19 Bell Sandra Officer S-Sale D Common Stock 500 11.25 5.6K 13,567
2022-10-18 Bell Sandra Officer S-Sale D Common Stock 500 11.42 5.7K 14,067
2022-10-17 Bell Sandra Officer S-Sale D Common Stock 500 11.06 5.5K 14,567
2022-10-14 Bell Sandra Officer S-Sale D Common Stock 500 11.13 5.6K 15,067
2022-10-13 Bell Sandra Officer S-Sale D Common Stock 500 10.41 5.2K 15,567
2022-10-12 Bell Sandra Officer S-Sale D Common Stock 500 10.51 5.3K 16,067
2022-10-11 Bell Sandra Officer S-Sale D Common Stock 500 10.65 5.3K 16,567
2022-10-10 Bell Sandra Officer S-Sale D Common Stock 500 10.51 5.3K 17,067
2022-10-07 Bell Sandra Officer S-Sale D Common Stock 500 10.66 5.3K 17,567
2022-10-06 Smith Bradley E. Director A-Award A Common Stock 2,966 0.00 98,902
2022-10-06 Mielle Dominique Director A-Award A Common Stock 2,373 0.00 55,542
2022-10-06 Goldwasser Lesley Director A-Award A Common Stock 2,966 0.00 89,056
2022-10-06 Friedman Paul M Director A-Award A Common Stock 2,966 0.00 94,420
2022-10-06 Bell Sandra Officer S-Sale D Common Stock 500 10.76 5.4K 18,067
2022-10-05 Bell Sandra Officer S-Sale D Common Stock 500 11.06 5.5K 18,567
2022-10-04 Bell Sandra Officer S-Sale D Common Stock 500 10.80 5.4K 19,067
2022-10-03 Bell Sandra Officer S-Sale D Common Stock 500 10.77 5.4K 19,567
2022-09-30 Bell Sandra Officer S-Sale D Common Stock 500 10.66 5.3K 20,067
2022-09-29 Bell Sandra Officer S-Sale D Common Stock 500 10.58 5.3K 20,567
2022-09-28 Bell Sandra Officer S-Sale D Common Stock 500 10.38 5.2K 21,067
2022-09-27 Bell Sandra Officer S-Sale D Common Stock 500 10.16 5.1K 21,567
2022-09-26 Bell Sandra Officer S-Sale D Common Stock 1,000 10.30 10.3K 22,067
2022-09-23 Bell Sandra Officer S-Sale D Common Stock 1,000 10.32 10.3K 23,067
2022-09-22 Bell Sandra Officer S-Sale D Common Stock 1,000 10.59 10.6K 24,067
2022-09-21 Bell Sandra Officer S-Sale D Common Stock 1,000 10.79 10.8K 25,067
2022-09-20 Bell Sandra Officer S-Sale D Common Stock 1,000 10.85 10.9K 26,067
2022-09-19 Bell Sandra Officer S-Sale D Common Stock 1,000 10.62 10.6K 27,067
2022-09-16 Bell Sandra Officer S-Sale D Common Stock 1,000 10.91 10.9K 28,067
2022-09-15 Maultsby Randy Director / Officer S-Sale D Common Stock 20,000 11.07 221.4K 17,113
2022-09-15 Bell Sandra Officer S-Sale D Common Stock 1,000 11.19 11.2K 29,067
2022-09-14 Bell Sandra Officer S-Sale D Common Stock 1,000 11.37 11.4K 30,067
2022-09-13 Bell Sandra Officer S-Sale D Common Stock 1,000 11.72 11.7K 31,067
2022-09-12 Bell Sandra Officer S-Sale D Common Stock 1,000 11.94 11.9K 32,067
2022-09-01 Inayatullah Arif Director A-Award A February 2017 Stock Option 62,859 0.00 62,859
2022-09-01 Barnes Michael Gene Director / Officer / 10% Owner A-Award A February 2017 Stock Option 112,015 6.65 744.9K 112,015
2022-08-10 Ilany Jonathan Officer P-Purchase A Common Stock 1,916 11.99 23.0K 183,071
2022-07-25 Maultsby Randy Officer S-Sale D Common Stock 31,247 11.20 350.0K 37,113
2022-07-07 Smith Bradley E. Director A-Award A Common Stock 2,858 0.00 95,936
2022-07-07 Mielle Dominique Director A-Award A Common Stock 2,286 0.00 53,169
2022-07-07 Goldwasser Lesley Director A-Award A Common Stock 2,858 0.00 86,090
2022-07-07 Friedman Paul M Director A-Award A Common Stock 2,858 0.00 91,454
2022-06-27 Inayatullah Arif Director M-Exempt D Tiptree Inc. warrant 2022 440,318 0.00 0
2022-06-01 Inayatullah Arif 10% Owner 0 0.00 0
2022-06-01 Ilany Jonathan Officer P-Purchase A Common Stock 400 10.59 4.2K 37,136
2022-06-01 Barnes Michael Gene Officer M-Exempt A Common Stock 979,146 6.93 6.78M 9,702,095
2022-04-14 Smith Bradley E. Director A-Award A Common Stock 2,360 0.00 93,078
2022-04-14 Mielle Dominique Director A-Award A Common Stock 1,888 0.00 50,883
2022-04-14 Goldwasser Lesley Director A-Award A Common Stock 2,360 0.00 83,232
2022-04-14 Friedman Paul M Director A-Award A Common Stock 2,360 0.00 88,596
2022-03-30 Inayatullah Arif 10% Owner 0 0.00 0
2022-03-30 Barnes Michael Gene Director / Officer / 10% Owner 0 0.00 0
2022-03-16 Rifkind Neil Charles Officer P-Purchase A Common Stock 2,030 12.50 25.4K 2,030
2022-03-16 Ilany Jonathan Officer P-Purchase A Common Stock 2,336 12.58 29.4K 36,736
2022-02-28 Maultsby Randy Director / Officer F-InKind D Common Stock 11,480 12.79 146.8K 68,360
2022-02-17 Rifkind Neil Charles Officer A-Award A Restricted Stock Units 13,375 0.00 13,375
2022-02-17 Bell Sandra Officer A-Award A Restricted Stock Units 13,375 0.00 13,375
2022-01-07 Smith Bradley E. Director A-Award A Common Stock 2,338 0.00 90,718
2022-01-07 Mielle Dominique Director A-Award A Common Stock 1,871 0.00 48,995
2022-01-07 Goldwasser Lesley Director A-Award A Common Stock 2,338 0.00 80,872
2022-01-07 Friedman Paul M Director A-Award A Common Stock 1,871 0.00 86,236
2021-12-06 Inayatullah Arif 10% Owner 0 0.00 0
2021-12-06 Barnes Michael Gene Director / Officer / 10% Owner 0 0.00 0
2021-11-22 Maultsby Randy Director / Officer F-InKind D Common Stock 17,750 15.12 268.4K 79,840
2021-11-22 Ilany Jonathan Director / Officer M-Exempt A Common Stock 100,000 0.00 117,863
2021-11-22 Barnes Michael Gene Director / Officer / 10% Owner M-Exempt D Performance Restricted Stock Units 100,000 0.00 1,400,000
2021-10-06 Smith Bradley E. Director A-Award A Common Stock 3,184 0.00 88,380
2021-10-06 Mielle Dominique Director A-Award A Common Stock 2,547 0.00 47,124
2021-10-06 Goldwasser Lesley Director A-Award A Common Stock 3,184 0.00 78,534
2021-10-06 Friedman Paul M Director A-Award A Common Stock 2,547 0.00 84,365
2021-09-21 Inayatullah Arif 10% Owner 0 0.00 0
2021-09-21 Barnes Michael Gene Director / Officer / 10% Owner 0 0.00 0
2021-08-04 Maultsby Randy Officer A-Award A Performance Restricted Stock Units 500,000 0.00 500,000
2021-08-04 Ilany Jonathan Director / Officer A-Award A Performance Restricted Stock Units 1,500,000 0.00 1,500,000
2021-08-04 Barnes Michael Gene Director / Officer / 10% Owner A-Award A Performance Restricted Stock Units 1,500,000 0.00 1,500,000
2021-07-14 Maultsby Randy Officer D Common Stock 0 0.00 64,257
2021-07-06 Smith Bradley E. Director A-Award A Common Stock 3,218 0.00 85,196
2021-07-06 Mielle Dominique Director A-Award A Common Stock 2,575 0.00 44,577
2021-07-06 Goldwasser Lesley Director A-Award A Common Stock 3,218 0.00 75,350
2021-07-06 Friedman Paul M Director A-Award A Common Stock 2,575 0.00 81,818
2021-06-04 Ilany Jonathan Director / Officer P-Purchase A Common Stock 1,500 9.96 14.9K 144,019
2021-06-03 Inayatullah Arif 10% Owner 0 0.00 0
2021-06-03 Barnes Michael Gene Director / Officer / 10% Owner 0 0.00 0
2021-04-13 Inayatullah Arif 10% Owner 0 0.00 0
2021-04-13 Barnes Michael Gene Director / Officer / 10% Owner 0 0.00 0
2021-04-07 Smith Bradley E. Director A-Award A Common Stock 3,690 0.00 81,978
2021-04-07 Mielle Dominique Director A-Award A Common Stock 2,952 0.00 42,002
2021-04-07 Goldwasser Lesley Director A-Award A Common Stock 3,690 0.00 72,132
2021-04-07 Friedman Paul M Director A-Award A Common Stock 2,952 0.00 79,243
2021-03-17 Inayatullah Arif 10% Owner P-Purchase A Common Stock 36,685 8.87 325.5K 3,097,094
2021-03-16 Inayatullah Arif 10% Owner P-Purchase A Common Stock 900 7.87 7.1K 3,012,094
2021-03-16 Ilany Jonathan Director / Officer P-Purchase A Common Stock 1,000 7.83 7.8K 142,519
2021-03-16 Friedman Paul M Director P-Purchase A Common Stock 20,000 7.79 155.7K 76,291
2021-03-11 Inayatullah Arif 10% Owner D Common Stock 0 0.00 2,972,094
2021-01-07 Smith Bradley E. Director A-Award A Common Stock 4,881 0.00 78,288
2021-01-07 Mielle Dominique Director A-Award A Common Stock 4,881 0.00 39,050
2021-01-07 Goldwasser Lesley Director A-Award A Common Stock 5,857 0.00 68,442
2021-01-07 Friedman Paul M Director A-Award A Common Stock 4,881 0.00 56,291
2020-11-12 Mielle Dominique Director P-Purchase A Common Stock 20,000 5.22 104.4K 34,169
2020-10-29 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 1,300 5.02 6.5K 8,622,949
2020-10-28 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,466 5.13 12.7K 8,621,649
2020-10-27 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,466 5.22 12.9K 8,619,183
2020-10-26 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,466 5.22 12.9K 8,616,717
2020-10-23 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,477 5.27 13.1K 8,614,251
2020-10-22 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,477 5.29 13.1K 8,611,774
2020-10-21 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,477 5.34 13.2K 8,609,297
2020-10-20 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,477 5.30 13.1K 8,606,820
2020-10-19 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 2,477 5.26 13.0K 8,604,343
2020-10-16 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 3,052 5.25 16.0K 8,601,866
2020-10-15 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 3,052 5.16 15.7K 8,598,814
2020-10-14 Barnes Michael Gene Director / Officer / 10% Owner P-Purchase A Common Stock 3,052 5.17 15.8K 8,595,762

Executive team

Top executives
EBIT / Employee
-298.00
Shares Outstanding
37.88M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jonathan Ilany Former Chief Executive Officer 1.20M 5.65M 137.8K 6.99M 0.00%
2 2025 Michael G. Barnes Chairman and Chief Executive Officer 1.20M 5.65M 45.8K 6.90M 0.00%
3 2025 Randy Maultsby President 600.0K 1.75M 11.6K 2.36M 0.00%
4 2025 Neil C. Rifkind Former VP, General Counsel and Secretary 467.9K 1.71M 2.18M 0.00%
5 2025 Scott McKinney Chief Financial Officer 500.0K 1.25M 11.6K 1.76M 0.00%
6 2024 Jonathan Ilany Former Chief Executive Officer 1.10M 7.18M 2.00M 139.2K 10.42M 68.90%
7 2024 Jonathan Ilany Chief Executive Officer 1.10M 7.18M 2.00M 139.2K 10.42M 68.90%
8 2024 Michael G. Barnes Executive Chairman 1.10M 5.15M 81.3K 6.33M 81.33%
9 2024 Michael G. Barnes Chairman and Chief Executive Officer 1.10M 5.15M 81.3K 6.33M 81.33%
10 2024 Randy Maultsby President 500.0K 1.27M 1.75M 10.7K 3.53M 36.04%
11 2024 Scott McKinney Chief Financial Officer 500.0K 1.05M 1.25M 10.7K 2.81M 37.30%
12 2024 Neil C. Rifkind VP, General Counsel and Secretary 500.0K 440.0K 880.0K 100.7K 1.92M 22.91%
13 2024 Neil C. Rifkind Former VP, General Counsel and Secretary 500.0K 440.0K 880.0K 100.7K 1.92M 22.91%
14 2023 Jonathan Ilany Chief Executive Officer 1.00M 4.38M 142.9K 5.53M 0.00%
15 2023 Jonathan Ilany Former Chief Executive Officer 1.00M 4.38M 142.9K 5.53M 0.00%
16 2023 Michael G. Barnes Chairman and Chief Executive Officer 1.00M 4.38M 62.0K 5.44M 0.00%
17 2023 Michael G. Barnes Executive Chairman 1.00M 4.38M 62.0K 5.44M 0.00%
18 2023 Randy Maultsby President 500.0K 1.60M 9.3K 2.11M 0.00%
19 2023 Sandra Bell Former Chief Financial Officer 112.5K 1.72M 1.84M 0.00%
20 2023 Neil C. Rifkind Former VP, General Counsel and Secretary 500.0K 400.0K 800.0K 71.6K 1.77M 22.58%
21 2023 Neil C. Rifkind VP, General Counsel and Secretary 500.0K 400.0K 800.0K 71.6K 1.77M 22.58%
22 2023 Scott McKinney Chief Financial Officer 450.0K 250.0K 1.00M 9.3K 1.71M 14.63%
23 2022 Jonathan Ilany Chief Executive Officer 1.00M 3.23M 150.4K 4.38M 0.00%
24 2022 Michael G. Barnes Executive Chairman 1.00M 3.23M 63.2K 4.29M 0.00%
25 2022 Sandra Bell Chief Financial Officer 450.0K 1.02M 1.48M 2.95M 0.00%
26 2022 Randy Maultsby President 500.0K 1.40M 7.6K 1.91M 0.00%
27 2022 Neil C. Rifkind VP, General Counsel and Secretary 450.0K 360.0K 720.0K 7.6K 1.54M 23.41%
28 2022 Sandra Bell Former Chief Financial Officer 450.0K 1.02M 1.47M 0.00%
29 2021 Jonathan Ilany Chief Executive Officer 800.0K 1.51M 4.06M 118.8K 6.49M 23.30%
30 2021 Michael G. Barnes Executive Chairman 600.0K 1.51M 4.06M 27.6K 6.20M 24.40%
31 2021 Randy Maultsby President 350.0K 504.0K 1.25M 7.6K 2.11M 23.87%
32 2021 Sandra Bell Chief Financial Officer 450.0K 340.0K 680.0K 7.6K 1.48M 23.01%
33 2021 Neil C. Rifkind VP, General Counsel and Secretary 450.0K 340.0K 680.0K 7.6K 1.48M 23.01%
34 2021 Sandra Bell Former Chief Financial Officer 450.0K 340.0K 680.0K 7.6K 1.48M 23.01%
35 2020 Jonathan Ilany Chief Executive Officer 800.0K 300.0K 87.5K 1.19M 0.00%
36 2020 Neil C. Rifkind VP, General Counsel and Secretary 450.0K 550.0K 7.6K 1.01M 0.00%
37 2020 Sandra Bell Chief Financial Officer 450.0K 550.0K 7.6K 1.01M 0.00%
38 2020 Michael G. Barnes Executive Chairman 600.0K 300.0K 25.3K 925.3K 0.00%
39 2019 Jonathan Ilany Chief Executive Officer 600.0K 916.8K 458.4K 1.68M 81.6K 3.74M 36.79%
40 2019 Michael G. Barnes Executive Chairman 300.0K 611.2K 305.6K 1.12M 41.3K 2.38M 38.54%
41 2019 Sandra Bell Chief Financial Officer 400.0K 115.0K 460.0K 7.8K 982.8K 11.70%
42 2019 Neil C. Rifkind VP, General Counsel and Secretary 375.0K 115.0K 460.0K 7.8K 957.8K 12.01%
43 2018 Jonathan Ilany Chief Executive Officer 600.0K 784.5K 427.9K 213.9K 58.4K 2.08M 30.79%
44 2018 Michael G. Barnes Executive Chairman 300.0K 523.0K 285.3K 142.6K 9.4K 1.26M 33.95%
45 2018 Neil C. Rifkind Vice President, General Counsel and Secretary 375.0K 440.0K 110.0K 9.4K 934.4K 11.77%
46 2018 Sandra Bell Chief Financial Officer 400.0K 420.0K 105.0K 9.4K 934.4K 11.24%
47 2018 Neil C. Rifkind VP, General Counsel and Secretary 375.0K 440.0K 110.0K 9.4K 934.4K 11.77%
48 2017 Jonathan Ilany Chief Executive Officer 600.0K 801.1K 437.0K 218.5K 78.6K 2.14M 30.70%
49 2017 Michael G. Barnes Executive Chairman 100.0K 500.7K 273.1K 136.5K 8.6K 1.02M 40.20%
50 2017 Sandra Bell Chief Financial Officer 400.0K 420.0K 105.0K 8.6K 933.6K 11.25%
51 2017 Neil C. Rifkind VP, General Counsel and Secretary 375.0K 440.0K 110.0K 8.6K 933.6K 11.78%
52 2017 Neil C. Rifkind Vice President, General Counsel and Secretary 375.0K 440.0K 110.0K 8.6K 933.6K 11.78%
53 2016 Jonathan Ilany Chief Executive Officer 350.0K 2.05M 1.12M 557.9K 35.0K 4.10M 40.78%
54 2016 Michael G. Barnes Executive Chairman 100.0K 1.28M 697.4K 348.7K 2.42M 43.14%
55 2016 Neil C. Rifkind Vice President, General Counsel and Secretary 375.0K 520.0K 130.0K 1.03M 12.68%
56 2016 Sandra Bell Chief Financial Officer 400.0K 500.0K 125.0K 1.03M 12.20%
57 2016 Julia Wyatt Chief Operating Officer 300.0K 380.0K 95.0K 775.0K 12.26%
58 2016 Timothy Schott Principal Accounting Officer 217.5K 296.0K 74.0K 587.5K 12.60%
59 2015 Jonathan Ilany Chief Executive Officer 350.0K 907.5K 495.0K 247.5K 32.5K 2.03M 36.53%
60 2015 Geoffrey Kauffman Former Co-Chief Executive Officer 306.3K 1.25M 1.56M 0.00%
61 2015 Michael G. Barnes Executive Chairman 100.0K 605.0K 330.0K 165.0K 1.20M 41.25%
62 2015 Julia Wyatt Chief Operating Officer 350.0K 419.3K 170.1K 939.4K 18.11%
63 2015 Neil C. Rifkind Vice President, General Counsel and Secretary 375.0K 400.0K 127.6K 902.6K 14.13%
64 2015 Sandra Bell Chief Financial Officer 200.0K 200.0K 100.0K 500.0K 20.00%
65 2015 Patrick Huvane Chief Accounting Officer 193.8K 225.0K 43.2K 461.9K 9.34%
66 2015 Richard Claiden Former Chief Financial Officer 214.9K 214.9K 0.00%
67 2014 Geoffrey N. Kauffman Co-Chief Executive Officer 350.0K 1.59M 461.7K 2.40M 19.26%
68 2014 Geoffrey Kauffman Former Co-Chief Executive Officer 350.0K 1.59M 461.7K 2.40M 19.26%
69 2014 Michael G. Barnes Executive Chairman 100.0K 1.39M 1.49M 93.27%
70 2014 Michael G. Barnes Executive Chairman 100.0K 1.39M 1.49M 93.27%
71 2014 Neil C. Rifkind Vice President, General Counsel and Secretary 375.0K 375.0K 126.6K 876.6K 14.44%
72 2014 Julia Wyatt Chief Operating Officer 350.0K 372.3K 115.1K 837.3K 13.74%
73 2014 Patrick Huvane Chief Accounting Officer 175.0K 225.0K 400.0K 0.00%
74 2014 Jonathan Ilany Chief Executive Officer 87.5K 230.1K 317.6K 72.45%
75 2013 Geoffrey Kauffman Former Co-Chief Executive Officer 350.0K 1.82M 637.0K 2.81M 22.65%
76 2013 Geoffrey N. Kauffman Co-Chief Executive Officer 350.0K 1.82M 637.0K 2.81M 22.65%
77 2013 Geoffrey N. Kauffman President and Chief Executive Officer 350.0K 1.82M 637.0K 2.81M 22.65%
78 2013 Michael G. Barnes Executive Chairman 100.0K 1.62M 1.72M 94.19%
79 2013 Michael G. Barnes Executive Chairman 100.0K 1.62M 1.72M 94.19%
80 2013 Salvatore (Torey) V. Riso, Jr. Former President and Chief Executive Officer 250.0K 600.0K 850.0K 0.00%
81 2013 Julia Wyatt Chief Operating Officer 350.0K 414.5K 50.0K 814.5K 6.14%
82 2013 Patrick Huvane Chief Accounting Officer 175.0K 269.5K 5.4K 449.9K 1.20%
83 2013 Neil C. Rifkind Vice President, General Counsel and Secretary 187.5K 125.0K 15.0K 327.5K 4.58%
84 2013 Julia Wyatt Chief Financial Officer 50.0K 50.0K 100.00%
85 2012 Salvatore (Torey) V. Riso, Jr. Former President and Chief Executive Officer 250.0K 265.0K 275.0K 790.0K 34.81%
86 2012 Steven M. Sherwyn Chief Financial Officer and Treasurer 250.0K 250.0K 100.0K 22.8K 622.8K 16.06%
87 2012 Steven M. Sherwyn Former Chief Financial Officer and Treasurer 250.0K 250.0K 100.0K 22.8K 622.8K 16.06%
88 2012 Julia Wyatt Chief Financial Officer
89 2012 Geoffrey N. Kauffman President and Chief Executive Officer
90 2012 Michael G. Barnes Executive Chairman
91 2011 Salvatore (Torey) V. Riso, Jr. President and Chief Executive Officer 250.0K 265.0K 275.0K 790.0K 34.81%
92 2011 Salvatore (Torey) V. Riso, Jr. Former President and Chief Executive Officer 250.0K 265.0K 275.0K 790.0K 34.81%
93 2011 Steven M. Sherwyn Former Chief Financial Officer and Treasurer 200.0K 200.0K 200.0K 600.0K 33.33%
94 2011 Steven M. Sherwyn Chief Financial Officer and Treasurer 200.0K 200.0K 200.0K 600.0K 33.33%
95 2010 Salvatore (Torey) V. Riso, Jr. President and Chief Executive Officer 28.1K 100.0K 290.0K 418.1K 69.36%
96 2010 Steven M. Sherwyn Chief Financial Officer and Treasurer 29.2K 47.5K 76.7K 61.96%
97 2009 Chief Executive Officer, President
98 2009 Frank E. Plenskofski Chief Financial Officer, Treasurer
99 2008 Salvatore (Torey) . Riso, Jr. President and Chief Executive Officer Steven M. Sherwyn Chief Financial Officer and Treasurer Paul F. Hughes 18.1K 18.1K 100.00%
100 2008 Robert O’Neill Chief Financial Officer, Treasurer Frank E. Plenskofski
101 2008 Salvatore (Torey) V. Riso Jr. Chief Executive Officer, President Paul F. Hughes F. Scott Kellman
102 2008 Michael P. McDugall Chief Investment Officer Salvatore (Torey) V. Riso Jr.
103 2007 F. Scott Kellman Chief Executive Officer, President 75.7K 75.7K 100.00%
104 2007 Michael P. McDugall Chief Investment Officer Salvatore (Torey) . Riso Jr. 32.8K 32.8K 100.00%
105 2007 Robert O’Neill Chief Financial Officer, Treasurer Frank E. Plenskofski 18.9K 18.9K 100.00%
106 2007 Robert O’Neill Chief Financial Officer, Treasurer Frank E. Plenskofski
107 2007 F. Scott Kellman Chief Executive Officer, President
108 2007 Frank E. Plenskofski Chief Financial Officer, Treasurer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEF 14A
2025-11-25 DEFA14A
2025-11-24 DEFA14A
2025-03-17 DEF 14A
2024-03-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 8-K
2026-04-06 4
2026-04-06 4
2026-03-16 DEF 14A
2026-03-13 4
2026-03-12 SC 13D/A
2026-03-09 ARS

Executive team

NameTitleCompensationGender
Michael Gene Barnes Executive Chairman of the Board & CEO 7M male
Randy S. Maultsby President & Director 2M male
Scott McKinney Chief Financial Officer 2M male
Julia Helene Wyatt Chief Operating Officer 680.0K female
Sagar R. Shah Director of Strategy & Corporate Development male
Siew Kai Kwok General Counsel, Chief Compliance Officer & Secretary male
ESG Rating
B
INSURANCE - SPECIALTY
2020
E (Environmental)
78.4 / 55.5
Company / Sector avg.
S (Social)
76.5 / 59.7
Company / Sector avg.
G (Governance)
74.1 / 65.2
Company / Sector avg.
ESG Total
76.3 / 60.1
Company / Sector avg.
ESG Score History INSURANCE - SPECIALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits