Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TIPTREE INC.TIPT · Entity 5239 | Director | October 06, 2026 | October 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TIPTREE INC.
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,070 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 1,807 · Balance 109,070 F1: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. |
| Common StockSEC Table I · non-derivative | IndirectBy: Kahala Capital Advisors LLC | 63,738 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,738 F2: The reporting person is a principal of Kahala Capital Advisors LLC. The number of shares reflects a total which is greater than the reporting person's pecuniary interest. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears.
F2: The reporting person is a principal of Kahala Capital Advisors LLC. The number of shares reflects a total which is greater than the reporting person's pecuniary interest. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 7, 2026 20:10 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001579089-26-000006 · ownership.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,070 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2026 Filed Jul 6, 2026 16:01 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001579089-26-000004 · ownership.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,263 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 02, 2026 Filed Apr 6, 2026 16:03 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001579089-26-000002 · ownership.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,495 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2023 Filed Oct 6, 2023 15:01 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000079 · wk-form4_1696618886.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,588 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 11:02 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 879 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000065 · wk-form4_1688742134.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,833 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 06, 2023 Filed Apr 6, 2023 17:02 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 864 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000042 · wf-form4_168081491841652.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,954 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 05, 2023 Filed Jan 6, 2023 09:53 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-23-000008 · wf-form4_167301680518876.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,090 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2022 Filed Oct 7, 2022 15:04 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000108 · wf-form4_166516942920620.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,902 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 09:49 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000062 · wf-form4_165754733165905.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,936 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 14, 2022 Filed Apr 14, 2022 12:49 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000036 · wf-form4_164995496299836.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,078 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 07, 2022 Filed Jan 10, 2022 14:10 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-22-000009 · wf-form4_164184179599408.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,718 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2021 Filed Oct 7, 2021 10:02 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000109 · wf-form4_163361534398389.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,380 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 06, 2021 Filed Jul 7, 2021 16:39 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000075 · wf-form4_162569034525427.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,196 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 11:06 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000034 · wf-form4_161798079896030.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,978 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 11:34 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 4,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-21-000010 · wf-form4_161012364812975.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,288 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 09, 2020 Filed Oct 13, 2020 11:07 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 5,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000252 · wf-form4_160260161010648.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,407 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 16:26 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 4,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000180 · wf-form4_159406717274733.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,325 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 11:39 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 4,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000086 · wf-form4_158653313716137.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,100 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 07, 2020 Filed Jan 8, 2020 16:46 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-20-000008 · wf-form4_157851996655671.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,238 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 03, 2019 Filed Oct 4, 2019 10:10 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000162 · wf-form4_157019821194650.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,930 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 15:34 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000134 · wf-form4_156209604208609.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,367 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 02, 2019 Filed Apr 2, 2019 10:57 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000064 · wf-form4_155421701213987.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,400 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 09:37 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 3,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-19-000008 · wf-form4_154661264893341.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,418 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 02, 2018 Filed Oct 3, 2018 08:59 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001393726-18-000054 · wf-form4_153857154554026.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,911 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 11:27 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantCommon Stock | 2,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001579089-18-000004 · wf-form4_153063163778131.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,042 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 11:40 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001579089-18-000002 · wf-form4_152363399624199.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,272 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 15:26 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 3,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-000185 · wf-form4_151518400526425.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,316 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 03, 2017 Filed Oct 3, 2017 14:29 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-009614 · wf-form4_150705533111925.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,268 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 14:34 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-006932 · wf-form4_149936608266364.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,275 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 15:28 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A Common Stock | 2,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-17-003415 · wf-form4_149159330317421.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,521 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 17:41 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A common Stock | 1,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003245 · doc4.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,789 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
| October 06, 2016 Filed Oct 11, 2016 12:48 UTC | TIPTREE INC. TIPT · Entity 5239 | GrantClass A common Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-145527 · doc4.xml · nonDerivative · entry 1 Smith Bradley E. · CIK 0001579089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,477 F1 · shares: Represents the stock component of the director's annual retainer fee, which is paid quarterly in arrears. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.