Tiptree Inc. (TIPT)
Greenwich, NY, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.93% | -0.70% | -1.17% | -4.02% | -10.97% | -7.17% | -21.95% | +29.17% | +55.60% | +222.43% | +25.63% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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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%
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ROIC Insurance - Specialty: +10.3%-5.7% Q1'26: -3.9% (vs Q1'25)
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Share dilution Insurance - Specialty: +0.5%-1.0% ★ Q1'26: +9.0% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×-1.87× Q1'26: -2.33× (vs Q1'25)
* 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.
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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 | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for TIPT
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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