Company: TIPT
Filing Date: 2025-10-31
Form Type: DEFM14A
Source: 0001140361-25-039949
Chunk: 311

Company: TIPTREE INC.
Filing Date: 2025-10-31
Form: DEFM14A
Chunk 311
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 that these proceedings, either individually or in the aggregate, are likely to have a material adverse effect on the Company’s financial position. (20) Related Party Transactions Tiptree Advisors is a related party of the Company because Tiptree Advisors is deemed to be controlled by Michael Barnes, Tiptree’s Executive Chairman. The Company is invested in funds managed by Tiptree Advisors (the “Tiptree Advisors Funds”) and Tiptree Advisors manages investment portfolio accounts of the Company under an investment advisory agreement (the “IAA”). The following table presents the amounts recorded in net investment income on the Company’s condensed consolidated statements of operations resulting from related party transactions, excluding transactions with Warburg portfolio companies and reinsurance transactions described below:

|                                                |     | Three Months Ended 
      September 30, |     |        |     | Nine Months Ended 
     September 30, |     |        |
|                                                |     |               2025 |     |   2024 |     |              2025 |     |   2024 |
| Management and IAA expenses – Tiptree Advisors |     |             $2,322 |     | $1,594 |     |            $6,340 |     | $4,760 |
| Incentive fee expenses – Tiptree Advisors      |     |             $5,723 |     |     $— |     |            $5,723 |     |     $— |

The following table presents the amounts recorded on the Company’s condensed consolidated balance sheets from related party transactions:

|                                    |     |         As of 
 September 30, 
          2025 |     | December 31, 
         2024 |
|:-----------------------------------|:----|--------------:|:----|-------------:|
| Amounts payable to related parties |     |        $2,307 |     |       $3,569 |

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TABLE OF CONTENTS

THE FORTEGRA GROUP, INC. AND SUBSIDIARIES Notes to Condensed Consolidated Financial Statements (Unaudited) September 30, 2025 (in thousands, unless otherwise noted) Our director John Hendrickson became Chief Executive Officer of Concert Group Holdings, Inc. (“Concert”) on January 1, 2023. From time to time, we have entered into reinsurance arrangements with subsidiaries of Concert. The arrangements are entered into in the ordinary course of business. The following table presents the amounts recorded related to these reinsurance arrangements on the