Company: TIPT
Filing Date: 2025-03-17
Form Type: DEF 14A
Source: 0001393726-25-000038
Chunk: 2

Company: TIPTREE INC.
Filing Date: 2025-03-17
Form: DEF 14A
Chunk 2
---
                               |     | 46 |
| Beneficial Owners of More Than 5% of Common Stock and Directors and Named Executive Officers |     | 46 |
| CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS                                               |     | 48 |
| Policies and Procedures with Respect to Related Party Transactions                           |     | 48 |
| Transactions with Related Persons                                                            |     | 49 |
| AUDIT COMMITTEE REPORT                                                                       |     | 50 |
| ADDITIONAL INFORMATION                                                                       |     | 50 |
| Solicitation of Proxies                                                                      |     | 50 |
| Stockholder Proposals                                                                        |     | 51 |
| Householding of Proxy Materials                                                              |     | 51 |
| OTHER MATTERS                                                                                |     | 52 |
| Annex A: Non-GAAP Measures                                                                   |     | 53 |

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### PROXY STATEMENT SUMMARY

#### 2025 Annual Meeting Information
| Date and Time: 
 Location:      |     | Tuesday, April 29, 2025, at 4:00 p.m., Eastern Time.                                                                    
 Virtually via audio webcast. There will not be a physical meeting.                                                      
 Participate in the Annual Meeting by visiting our Annual Meeting website at www.virtualshareholdermeeting.com/TIPT2025. |
|:---------------|:----|:------------------------------------------------------------------------------------------------------------------------|
| Record Date:   |     | March 10, 2025                                                                                                          |
| Mailing Date:  |     | On or about March 17, 2025                                                                                              |

#### Meeting Agenda and Board Recommendations

#### How to Vote
You can vote by any of the following methods:

| By Internet:    |     | Go to www.proxyvote.com                                                             |
| By Phone:       |     | Call 1-800-690-6903                                                                 |
| By Mail:        |     | Complete, sign, date and mail the proxy card in the postage paid envelope provided. |
| At the Meeting: |     | Attend the Annual Meeting virtually and vote                                        |

If you authorize a proxy to vote your shares by Internet or phone, you must do so no later than 11:59 p.m. Eastern Time on April 28, 2025.

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#### Tiptree Performance in 2024
Below is a summary of Tiptree’s 2024 results. Additional information on our 2024 results is contained in our Annual Report on Form