Tiptree-A
✦ Quant Ownership Signal how this is computed
- Total institutional ownership rose 0.2 percentage points.
Institutional ownership
- Held by institutions
- 45.68% +0.16pp
- Institutions
- 178
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-03-11
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 35 buys · 15 sells
| Name | Role | Stake |
|---|---|---|
| Michael Barnes | Executive Chairperson | 27.08% |
| Jonathan Ilany | Chief Executive Officer | 1.26% |
| Paul Friedman | Independent Director | 0.33% |
| Lesley Goldwasser | Lead Independent Director | 0.31% |
| Bradley Smith | Independent Director | 0.29% |
| Scott McKinney | Chief Financial Officer | 0.28% |
| Dominique Mielle | Independent Director | 0.19% |
| Randy Maultsby | President | 0.13% |
| Neil Rifkind | Vice President | 0.05% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-01 | Bradley Smith | Independent Director | Other Acquisition | +1,768 | -- |
| 2026-07-01 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,061 | -- |
| 2026-05-26 | Jonathan Ilany | Chief Executive Officer | Open Market Acquisition | +990 | $17.45 |
| 2026-04-01 | Bradley Smith | Independent Director | Other Acquisition | +1,907 | -- |
| 2026-04-01 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,144 | -- |
| 2026-03-11 | Scott McKinney | Chief Financial Officer | Open Market Acquisition | +3,832 | $15.98–16.15 |
| 2026-02-19 | Scott McKinney | Chief Financial Officer | Derivative Exercise and Sale | -5,143 | $17.06 |
| 2026-02-19 | Scott McKinney | Chief Financial Officer | Derivative Exercise and Retained | +9,967 | -- |
| 2026-01-07 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +2,048 | -- |
| 2026-01-07 | Paul Friedman | Independent Director | Other Acquisition | +2,048 | -- |
| 2025-12-21 | Neil Rifkind | Vice President | Intent to Sell (Form 144) | -2,030 | $18.20 |
| 2025-11-06 | Dominique Mielle | Independent Director | Open Market Acquisition | +5,500 | $18.29 |
| 2025-10-02 | Lesley Goldwasser | Lead Independent Director | Other Acquisition | +1,807 | -- |
| 2025-10-02 | Paul Friedman | Independent Director | Other Acquisition | +1,807 | -- |
| 2025-09-14 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Sale | -223,318 | $6.65–23.70 |
| 2025-09-14 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Retained | +127,837 | $6.65 |
| 2025-09-11 | Michael Barnes | Executive Chairperson | Derivative Exercise and Sale | -40,638 | $5.67–25.49 |
| 2025-09-11 | Michael Barnes | Executive Chairperson | Derivative Exercise and Retained | +122,520 | $5.67–6.65 |
| 2025-09-01 | Jonathan Ilany | Chief Executive Officer | Sale to Issuer | -76,130 | $23.36 |
| 2025-09-01 | Jonathan Ilany | Chief Executive Officer | Derivative Exercise and Sale | -13,704 | $5.87–23.36 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-09 19:30:06 · For reference only, not investment advice and not tailored to your situation.
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