Company: TIPT
Filing Date: 2025-10-31
Form Type: DEFM14A
Source: 0001140361-25-039949
Chunk: 308

Company: TIPTREE INC.
Filing Date: 2025-10-31
Form: DEFM14A
Chunk 308
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’s Subsidiary Incentive Plan as of September 30, 2025:

|                                                                |     | As of September 30, 2025 |     |      |     |        |
|:---------------------------------------------------------------|:----|-------------------------:|:----|:-----|:----|-------:|
|                                                                |     |            Stock options |     | RSUs |     |  PRSUs |
| Unrecognized compensation cost related to non-vested awards(1) |     |                  $13,319 |     | $—   |     | $2,985 |
| Weighted average recognition period (in years)                 |     |                      1.4 |     | —    |     |    1.0 |

| (1) | In February 2023, certain time and performance options were modified to require awards be exercised in the calendar year they vest. The original grant date compensation expense will continue to be recognized given the post modification fair value was deemed to be lower than the pre-modification fair value. |

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THE FORTEGRA GROUP, INC. AND SUBSIDIARIES Notes to Condensed Consolidated Financial Statements (Unaudited) September 30, 2025 (in thousands, unless otherwise noted) (18) Income Taxes The following table presents the Company’s provision (benefit) for income taxes reflected as a component of income (loss):

|                                    |     | Three Months Ended 
      September 30, |     |          |     | Nine Months Ended 
     September 30, |     |          |
|                                    |     |               2025 |     |     2024 |     |              2025 |     |     2024 |
| Total income tax expense (benefit) |     |            $18,378 |     |  $12,114 |     |           $43,862 |     |  $35,604 |
| Effective tax rate (ETR)           |     |           33.3%(1) |     | 25.7%(1) |     |          27.3%(1) |     | 26.3%(1) |

| (1) | Higher than the U.S. federal statutory income tax rate of 21% due to the effects of state taxes and discrete items. |

An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14 commonly referred to as the