Company: TIPT
Filing Date: 2025-10-31
Form Type: DEFM14A
Source: 0001140361-25-039949
Chunk: 73

Company: TIPTREE INC.
Filing Date: 2025-10-31
Form: DEFM14A
Chunk 73
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 forwarding soliciting materials to such beneficial owners. Proxies may also be solicited by some of our directors, officers and employees, personally or by telephone, facsimile or other means of communication. No additional compensation will be paid for such services.

#### Anticipated Date of Completion of the Merger
Assuming timely satisfaction of necessary closing conditions, including the approval by our stockholders of the Merger Proposal, we anticipate that the Merger will be consummated in mid-2026.

#### Householding of Special Meeting Materials
We may send a single copy of this proxy statement to any household at which two or more stockholders reside in accordance with SEC rules, unless we have received contrary instructions. Each stockholder in the household will continue to receive a separate proxy card. This process, known as “householding,” reduces the volume of duplicate information received at your household and helps to reduce our expenses.

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#### TABLE OF CONTENTS
If, at any time, you no longer wish to participate in “householding” and would prefer to receive a separate proxy statement, please notify your broker or direct your written request to: Investor Relations, Tiptree Inc., 660 Steamboat Road, 2nd Floor, Greenwich, Connecticut 06830, or contact our Investor Relations department at (212) 446-1400 or through the Investor Relations section of our website at www.tiptreeinc.com. We will promptly deliver upon written request a separate copy of this proxy statement to a stockholder at a shared address to which a single copy of this proxy statement was delivered. Stockholders who currently receive multiple copies of this proxy statement at their addresses and would like to request “householding” of their communications should contact their broker.

#### Assistance
If you have additional questions about the Merger, need assistance in submitting your proxy or voting your shares of Tiptree common stock, or need additional copies of this proxy statement or the enclosed proxy card, please contact Sodali & Co, our proxy solicitor, by calling toll-free at (800) 662-5200, or brokers and banks may call collect at (203) 658-9400, or by emailing TIPT@info.sodali.com.

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#### TABLE OF CONTENTS

### THE MERGER
This discussion of the Merger is qualified in its entirety by reference to the Merger Agreement, which is attached to this proxy statement as Annex A and incorporated into