Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 272

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 272
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 achieving an all-in return on its investment in excess of 30%, as measured primarily by Fortegra’s Common Stock price. The number of shares of Common Stock issuable to Warburg Additional Warrants and Tiptree Additional Warrants is subject to adjustment for stock splits, common stock or cash dividends and similar transactions. The Warburg Additional Warrants and the Tiptree Additional Warrants are exercisable from the earlier

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TABLE OF CONTENTS

THE FORTEGRA GROUP, INC. AND SUBSIDIARIES Notes to Consolidated Financial Statements December 31, 2024 & 2023 (in thousands, unless otherwise noted) of the fifth anniversary of the Closing Date and a transaction that results in an investor having sold 50% of the Common Stock (on an as converted basis and after giving effect to exercise of the Warrants and Additional Warrants) purchased by the investor. The maximum number of shares issued to Warburg or Tiptree if exercised for cash would be 1,712,511 or an additional 1.7% interest in Fortegra on an as converted basis (including its ownership of Fortegra Common and Preferred Stock). (17) Accumulated Other Comprehensive Income (Loss) The following table presents the activity of AFS securities in AOCI, net of tax, for the following periods:

|                                                              |     |  Unrealized 
       gains 
 (losses) on 
   available 
    for sale 
  securities |     |     Foreign 
    currency 
 translation 
  adjustment |     | Total AOCI |     |       Amount 
 attributable 
           to 
         non- 
  controlling 
    interests |     |  Total AOCI 
 to Fortegra 
 Group, Inc. |
| Balance at December 31, 2022                                 |     |   $(45,426) |     |    $(7,351) |     |  $(52,777) |     |         $106 |     |   $(52,671) |
| Other comprehensive income (losses) before reclassifications |     |      12,516 |     |       7,213 |     |     19,729 |     |         -291 |     |      19,438 |
| Amounts reclassified from AOCI                               |     |       2,182 |     |           — |     |      2,182 |     |            — |     |       2,182 |
| OCI                                                          |     |      14,