TIPTREE INC. Contracts & Agreements

118 Contracts & Agreements
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Filed
Form of Restricted Stock Unit Agreement under the Registrant's 2017 Omnibus Incentive Plan (2025 Form)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
2025
Amendment No
TIPTREE INC.
Insurance
2025
Form of Restricted Stock Unit Agreement under the Registra
Stock Agreements
TIPTREE INC.
Insurance
NY
2024
Form of Performance Restricted Stock Unit Agreement
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
MD
2024
Amendment No
TIPTREE INC.
Insurance
NY
2024
TIPTREE INC. 2023 DEFERRED COMPENSATION PLAN
Compensation Agreements
TIPTREE INC.
Insurance
2023
Amendment No. 4 to Partner Emeritus Agreement, by and between Tiptree Inc. and Arif Inayatullah effective November 1, 2022
TIPTREE INC.
Insurance
NY
2022
Separation and Transition Agreement between Tiptree Inc. and Sandra Bell, dated as of October 14, 2022
Separation Agreements
TIPTREE INC.
Insurance
NY
2022
Executive Employment Agreement between Tiptree Inc. and Scott McKinney, dated as of October 14, 2022
Employment Agreements
TIPTREE INC.
Insurance
NY
2022
Form of Performance Restricted Stock Agreement under the Registrants 2017 Omnibus Incentive Plan
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2022
Warrant to Purchase Common Stock
Warrant Agreements
TIPTREE INC.
Insurance
NY
2022
Investor Additional Warrants to Purchase Common Stock
Stock Agreements
TIPTREE INC.
Insurance
NY
2022
Tiptree Additional Warrants to Purchase Common Stock
Stock Agreements
TIPTREE INC.
Insurance
NY
2022
Certificate of Designation of Series A Preferred Stock
Stock Agreements
TIPTREE INC.
Insurance
2022
Stockholders Agreement between and among Tiptree
TIPTREE INC.
Insurance
DE
2022
Registration Rights Agreement between and among Tiptree Holdings LLC, The Fortegra Group Inc., WP Falcon Aggregator, L.P. and the other holders set forth therein
Registration Rights Agreements
TIPTREE INC.
Insurance
DE
2022
Amendment No. 3 to Partner Emeritus Agreement, by and between Tiptree Inc. and Arif Inayatullah effective February 17, 2022
TIPTREE INC.
Insurance
NY
2022
Amendment No. 2 to Partner Emeritus Agreement, by and between Tiptree Inc. and Arif Inayatullah effective January 1, 2022
TIPTREE INC.
Insurance
NY
2022
First Amendment
TIPTREE INC.
Insurance
NY
2021
Securities Purchase Agreement between and among Tiptree Inc., The Fortegra Group, Inc. and
Purchase Agreements
TIPTREE INC.
Insurance
DE
2021
Form of Warrant to Purchase Common Stock
Warrant Agreements
TIPTREE INC.
Insurance
NY
2021
Form of Investor Additional Warrants to Purchase Common Stock
Stock Agreements
TIPTREE INC.
Insurance
NY
2021
Form of Tiptree Additional Warrants to Purchase Common Stock
Stock Agreements
TIPTREE INC.
Insurance
NY
2021
Form of Certificate of Designation of Series A Preferred Stock
Stock Agreements
TIPTREE INC.
Insurance
2021
Form of Stockholders Agreement between and among Tiptree Holdings LLC, The Fortegra Group Inc. and WP Falcon Aggregator, L.P
TIPTREE INC.
Insurance
DE
2021
Form of Registration Rights Agreement between and among Tiptree
Registration Rights Agreements
TIPTREE INC.
Insurance
DE
2021
Investment Advisory
Advisory Agreements
TIPTREE INC.
Insurance
NY
2021
Form of Performance Restricted Stock Unit Agreement
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2021
Executive Employment Agreement between Tiptree Inc. and Randy Maultsby dated as of July 14, 2021
Employment Agreements
TIPTREE INC.
Insurance
NY
2021
Investment Advisory Agreement dated May 3, 2021, by and among Tiptree Inc., The Fortegra Group, LLC and subsidiaries and Corvid Peak Capital Management, LLC
Management Agreements
TIPTREE INC.
Insurance
NY
2021
Amendment to Partner Emeritus Agreement, by and between Tiptree Inc. and Arif Inayatullah effective January 1, 2021
TIPTREE INC.
Insurance
NY
2021
Amended and Restated Credit Agreement, dated as of August 4, 2020 by and among Fortegra Financial Corporation (Fortegra) and its subsidiary, LOTS Intermediate Co., as borrowers,...
Credit Agreements
TIPTREE INC.
Insurance
NY
2020
Description of the Registrants Securities Registered under Section 12 of the Securities Exchange Act of 1934
TIPTREE INC.
Insurance
2020
Form of Non-Qualified Stock Option Agreement under the Registrants 2017 Omnibus Incentive Plan (for 2020 and beyond)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2020
Form of Restricted Stock Unit Agreement under the Registrants 2017 Omnibus Incentive Plan (for 2020 and beyond) (annual vesting)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2020
Form of Restricted Stock Unit Agreement under the Registrants 2017 Omnibus Incentive Plan (for 2020 and beyond) (cliff vesting)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2020
Credit Agreement, dated February 21, 2020, by and among Tiptree Inc., Tiptree Operating Company, LLC, Fortress Credit Corp. as Administrative Agent, Collateral Agent and Lead...
Credit Agreements
TIPTREE INC.
Insurance
DE
2020
Partner Emeritus Agreement, dated December 20, 2019, by and between Tiptree Inc. and Arif Inayatullah
TIPTREE INC.
Insurance
2019
Equity Interest Purchase Agreement, dated December 16, 2019, by and among Tiptree Warranty Holdings, LLC and Peter Masi
Purchase Agreements
TIPTREE INC.
Insurance
NJ
2019
Strategic Combination Agreement, by and among Tiptree Inc., Tiptree Asset Management Company, LLC, Tricadia Holdings, L.P., Tricadia Holdings GP, LLC, Tricadia GP Holdings LLC and...
Management Agreements
TIPTREE INC.
Insurance
DE
2019
Amended and Restated Transition Services Agreement between Tricadia Holdings, L.P. and Tiptree Inc., dated as of February 15, 2019
Transition Agreements
TIPTREE INC.
Insurance
DE
2019
Stock Purchase Agreement, dated May 10, 2018, by and between Tiptree Inc. and Reliance Investors LLC
Stock Agreements
TIPTREE INC.
Insurance
2018
Agreement and Plan of Merger, dated April 9, 2018, by and among Tiptree Financial Partners, L.P. and Tiptree Inc
Merger Agreements
TIPTREE INC.
Insurance
MD
2018
Form of Warrant to Purchase Class A Common Stock (Expiring September 30, 2018)
Warrant Agreements
TIPTREE INC.
Insurance
NY
2018
Form of Warrant to Purchase Class A Common Stock (Expiring June 30, 2022)
Warrant Agreements
TIPTREE INC.
Insurance
NY
2018
Form of Non-Qualified Stock Option Agreement under the Registrants 2017 Omnibus Incentive Plan
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2018
Form of Restricted Stock Unit Agreement under the Registrants 2017 Omnibus Incentive Plan (annual vesting)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2018
Form of Restricted Stock Unit Agreement under the Registrants 2017 Omnibus Incentive Plan (cliff vesting)
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2018
Governance and Investor Rights Agreement, dated as of February 1, 2018, by and between Invesque Inc. and Tiptree Operating Company, LLC
Investor Rights Agreements
TIPTREE INC.
Insurance
2018
Executive Employment Agreement between Tiptree Operating Company, LLC and Michael G. Barnes dated as of February 1, 2018
Employment Agreements
TIPTREE INC.
Insurance
NY
2018
Executive Employment Agreement between Tiptree Operating Company, LLC and Jonathan Ilany dated as of February 1, 2018
Employment Agreements
TIPTREE INC.
Insurance
NY
2018
Executive Employment Agreement between Tiptree Operating Company, LLC and Sandra E. Bell dated as of February 1, 2018
Employment Agreements
TIPTREE INC.
Insurance
NY
2018
Executive Employment Agreement between Tiptree Operating Company, LLC and Neil C. Rifkind dated as of February 1, 2018
Employment Agreements
TIPTREE INC.
Insurance
NY
2018
Purchase Agreement, dated as of November 16, 2017, by and among Mainstreet Health Investments Inc., Mainstreet Health Holdings, LP and Tiptree Operating Company, LLC
Purchase Agreements
TIPTREE INC.
Insurance
DE
2017
STOCK PURCHASE AGREEMENT
Stock Agreements
TIPTREE INC.
Insurance
2017
NON-QUALIFIED STOCK OPTION AGREEMENT UNDER THE TIPTREE INC. 2013 OMNIBUS INCENTIVE PLAN
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2017
RESTRICTED STOCK UNIT AGREEMENT UNDER THE TIPTREE INC. 2013 OMNIBUS INCENTIVE PLAN
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2017
[LEGEND] NUMBER[LEGEND] SHARES TIPTREE INC. INCORPORATED UNDER THE LAWS OF MARYLAND SEE REVERSE FORIMPORTANT NOTICE ANDOTHER INFORMATIONCUSIP
TIPTREE INC.
Insurance
2017
STOCK PURCHASE AGREEMENT
Stock Agreements
TIPTREE INC.
Insurance
2016
FOURTH AMENDMENT
TIPTREE INC.
Insurance
2016
STOCK PURCHASE AGREEMENT
Stock Agreements
TIPTREE INC.
Insurance
2016
TIPTREE ASSET MANAGEMENT COMPANY, LLC
TIPTREE INC.
Insurance
2016
EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2016
NON-QUALIFIED STOCK OPTION AGREEMENT UNDER THE TIPTREE FINANCIAL INC. 2013 OMNIBUS INCENTIVE PLAN
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2016
THIRD AMENDMENT
TIPTREE INC.
Insurance
2016
FIRST AMENDMENT TO AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF TIPTREE OPERATING COMPANY, LLC
Operating Agreements
TIPTREE INC.
Insurance
DE
2016
SECOND AMENDMENT
TIPTREE INC.
Insurance
2015
SECOND AMENDMENT TO SECURITIES PURCHASE AGREEMENT BY AND AMONG RELIANCE HOLDINGS LLC, TIPTREE OPERATING COMPANY, LLC, TIPTREE FINANCIAL, INC., RELIANCE FIRST CAPITAL, LLC, THE...
Purchase Agreements
TIPTREE INC.
Insurance
NY
2015
FIRST AMENDMENT TO SECURITIES PURCHASE AGREEMENT BY AND AMONG RELIANCE HOLDINGS LLC, TIPTREE OPERATING COMPANY, LLC, TIPTREE FINANCIAL, INC., RELIANCE FIRST CAPITAL, LLC, THE...
Purchase Agreements
TIPTREE INC.
Insurance
NY
2015
EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2015
SECURITIES PURCHASE AGREEMENT BY AND AMONG RELIANCE HOLDINGS LLC, TIPTREE OPERATING COMPANY, LLC, TIPTREE FINANCIAL, INC., RELIANCE FIRST CAPITAL, LLC, THE MEMBERS OF RELIANCE...
Purchase Agreements
TIPTREE INC.
Insurance
DE
2015
TIPTREE ASSET MANAGEMENT COMPANY, LLC
TIPTREE INC.
Insurance
2015
AMENDMENT NO. 1 TO EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
2015
FIRST AMENDMENT
TIPTREE INC.
Insurance
2015
EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2014
STOCK PURCHASE AGREEMENT among THE PERSONS IDENTIFIED AS SELLERS ON THE SIGNATURE PAGES HERETO, TIPTREE OPERATING COMPANY, LLC (on its own behalf and in its capacity as Seller...
Stock Agreements
TIPTREE INC.
Insurance
DE
2014
EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2014
AGREEMENT AND PLAN OF MERGER dated as of August 11, 2014, among TIPTREE OPERATING COMPANY, LLC CAROLINE HOLDINGS LLC CAROLINE MERGER SUB, INC. and FORTEGRA FINANCIAL CORPORATION
Merger Agreements
TIPTREE INC.
Insurance
DE
2014
TIPTREE FINANCIAL INC. 2013 OMNIBUS INCENTIVE PLAN
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2013
CREDIT AGREEMENT datedas of September 18, 2013 among TIPTREE OPERATING COMPANY, LLC, as Borrower, VARIOUSLENDERS, and FORTRESS CREDIT CORP., as Administrative Agent, Collateral...
Facility Agreements
TIPTREE INC.
Insurance
DE
2013
AMENDED AND RESTATED EXECUTIVE EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2013
MEMBERSHIP INTEREST PURCHASE AGREEMENT CARE INVESTMENT TRUST INC. (Seller) And NHI-BICKFORD RE, LLC (Buyer) relating to the purchase and sale of 100% of the Membership Interests...
Investment Agreements
TIPTREE INC.
Insurance
KS
2013
MASTER TRANSACTION AGREEMENT BY AND AMONG HARTFORD LIFE INSURANCE COMPANY, HARTFORD LIFE AND ANNUITY INSURANCE COMPANY, AND PHILADELPHIA FINANCIAL ADMINISTRATION SERVICES COMPANY...
Services Agreements
TIPTREE INC.
Insurance
CT
2013
ADMINISTRATIVE SERVICES AGREEMENT by and among HARTFORD LIFE INSURANCE COMPANY HARTFORD LIFE AND ANNUITY INSURANCE COMPANY HARTFORD FIRE INSURANCE COMPANY and PHILADELPHIA...
Services Agreements
TIPTREE INC.
Insurance
CT
2013
SENIOR NOTE PURCHASE AGREEMENT Dated as of July 13, 2012 among PHILADELPHIA FINANCIAL ADMINISTRATION SERVICES COMPANY, as the Issuer and Fiscal Agent, RGA WORLDWIDE REINSURANCE...
Exchange Agreements
TIPTREE INC.
Insurance
DE
2013
TRANSITION SERVICES AGREEMENT between TRICADIA HOLDINGS, L.P. AND TIPTREE ASSET MANAGEMENT COMPANY, LLC DATED AS OF June 30, 2012 TABLE OF CONTENTS
Transition Agreements
TIPTREE INC.
Insurance
DE
2013
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
TIPTREE INC.
Insurance
NY
2013
AMENDEDAND RESTATED LIMITED LIABILITY COMPANYAGREEMENT OF TIPTREE OPERATING COMPANY, LLC JULY 1, 2013
Operating Agreements
TIPTREE INC.
Insurance
DE
2013
AMENDMENT TO CONTRIBUTION AGREEMENT
Contribution Agreements
TIPTREE INC.
Insurance
NY
2013
CONTRIBUTION AGREEMENT among CARE INVESTMENT TRUST INC. TIPTREE OPERATING COMPANY, LLC, and TIPTREE FINANCIAL PARTNERS, L.P. Dated as of December 31, 2012 TABLE OF CONTENTS
Operating Agreements
TIPTREE INC.
Insurance
DE
2013
FIRST AMENDMENT TO CARE INVESTMENT TRUST INC. EQUITY PLAN
Trust Agreements
TIPTREE INC.
Insurance
2012
EX-101 INSTANCE DOCUMENT
TIPTREE INC.
Insurance
2011
OMNIBUS AGREEMENT
TIPTREE INC.
Insurance
TX
2011
TERMINATION, COOPERATION AND CONFIDENTIALITY AGREEMENT
Termination Agreements
TIPTREE INC.
Insurance
NY
2010
EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2010
EMPLOYMENT AGREEMENT
Employment Agreements
TIPTREE INC.
Insurance
NY
2010
SERVICES AGREEMENT
Services Agreements
TIPTREE INC.
Insurance
NY
2010
FIRST AMENDMENT TO PURCHASE AND SALE AGREEMENT
Purchase Agreements
TIPTREE INC.
Insurance
NY
2010
Form of Performance Share Award Granted to the Companys Chairman of the Board and Executive Officers
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2010
PURCHASE AND SALE AGREEMENT BY AND BETWEEN CARE INVESTMENT TRUST INC. AS THE COMPANY, AND TIPTREE FINANCIAL PARTNERS, L.P., AS THE PURCHASER DATED AS OF MARCH 16, 2010
Purchase Agreements
TIPTREE INC.
Insurance
DE
2010
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
TIPTREE INC.
Insurance
NY
2010
AMENDED AND RESTATED
TIPTREE INC.
Insurance
NY
2010
LOAN PURCHASE AND SALE AGREEMENT
Loan Agreements
TIPTREE INC.
Insurance
NY
2009
Real Estate
TIPTREE INC.
Insurance
NY
2009
ASSIGNMENT AGREEMENT
Assignment Agreements
TIPTREE INC.
Insurance
NY
2009
EX-10.4: PERFORMANCE SHARE AWARD AGREEMENT
Bonus & Incentive Agreements
TIPTREE INC.
Insurance
NY
2008
EX-10.5: AMENDMENT TO MASTER REPURCHASE AGREEMENT
Repurchase Agreements
TIPTREE INC.
Insurance
NY
2008
EX-10.1: AMENDMENT NO. 1 TO MANAGEMENT AGREEMENT
Management Agreements
TIPTREE INC.
Insurance
2008
EX-10.2: WARRANT
Warrant Agreements
TIPTREE INC.
Insurance
NY
2008
EX-10.3: MORTGAGE PURCHASE AGREEMENT
Mortgage Agreements
TIPTREE INC.
Insurance
NY
2008
RESTRICTED STOCK UNIT AGREEMENT UNDER THE 2007 CARE INVESTMENT TRUST INC. EQUITY PLAN
Stock Agreements
TIPTREE INC.
Insurance
NY
2008
FORM OF RESTRICTED STOCK UNIT AGREEMENT UNDER THE 2007 CARE INVESTMENT TRUST INC. EQUITY PLAN
Stock Agreements
TIPTREE INC.
Insurance
NY
2008
CONTRIBUTION AND PURCHASE AGREEMENT for the purchase of ownership interests in the entities set forth on Exhibit A-1 hereto by and among ERC SUB, L.P., a Delaware limited...
Limited Partnership Agreements
TIPTREE INC.
Insurance
DE
2008
MASTER REPURCHASE AGREEMENT COLUMN FINANCIAL, INC., as buyer (the Buyer) and CARE QRS 2007 RE HOLDINGS CORP., as seller (Seller), and CARE INVESTMENT TRUST INC., as guarantor...
Repurchase Agreements
TIPTREE INC.
Insurance
NY
2007
REGISTRATION RIGHTS AGREEMENT
Registration Rights Agreements
TIPTREE INC.
Insurance
NY
2007
MANAGEMENT AGREEMENT by and between CARE INVESTMENT TRUST INC. and CIT HEALTHCARE LLC Dated as of June 27, 2007
Management Agreements
TIPTREE INC.
Insurance
NY
2007
CONTRIBUTION AGREEMENT
Contribution Agreements
TIPTREE INC.
Insurance
NY
2007
CARE INVESTMENT TRUST INC. EQUITY PLAN
Trust Agreements
TIPTREE INC.
Insurance
MD
2007