Company: TIPT
Filing Date: 2025-09-26
Form Type: 8-K
Source: 0001193125-25-218437
Chunk: 3

Company: TIPTREE INC.
Filing Date: 2025-09-26
Form: 8-K
Item: Item 1.01
Chunk 3
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 of Tiptree.

The foregoing description of the Tiptree Voting Agreements does not purport to be complete and is subject to, and qualified in its entirety by reference to, the full text of the Tiptree Voting Agreements, the form of which is attached hereto as Exhibit 10.2 and incorporated herein by reference.

Fortegra Voting Agreements

In connection with the Merger Agreement, each of Tiptree Holdings LLC and WP Falcon Aggregator, L. P. (collectively, the “Fortegra Signing Stockholders”) entered into a voting agreement with Purchaser with respect to shares of common stock and preferred stock of Fortegra (the “ Fortegra Shares”) beneficially owned now or in the future by such Fortegra Signing Stockholder (collectively, the “ Fortegra Voting Agreements”).

The Fortegra Signing Stockholders own, in the aggregate, approximately 95% of the outstanding Fortegra Shares as of September 26, 2025, and each has separately agreed, pursuant to its respective Fortegra Voting Agreement, among other things, to vote all Fortegra Shares owned and entitled to vote in favor of approval of the Merger Agreement and the Merger and the other transactions contemplated by the Merger Agreement.

Each Fortegra Voting Agreement will terminate upon the earliest to occur of certain specified events, including receipt of Fortegra stockholder approval and an adverse recommendation change by the board of directors of Tiptree.

The foregoing description of the Fortegra Voting Agreements does not purport to be complete and is subject to, and qualified in its entirety by reference to, the full text of the Fortegra Voting Agreements, the form of which is attached hereto as Exhibit 10.3 and incorporated herein by reference.

Item 7.01 Regulation FD Disclosure.

On September 25, 2025, Tiptree, Warburg Pincus LLC, Fortegra and Purchaser issued a joint press release announcing the proposed acquisition, a copy of which is furnished herewith as Exhibit 99.1 and incorporated herein by reference. Also on September 25, 2025, Tiptree posted on its website at https://www. tiptreeinc. com an investor presentation regarding the proposed acquisition, a copy of which is furnished herewith as Exhibit 99.2 and incorporated herein by reference. Additionally, on September 26, 2025, Fortegra issued a press release and circulated an internal announcement, copies of which are furnished herewith as Exhibits 99.