A business in context

IPST research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-20 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-10-02 · 0002044425-26-000014

  2. 4 · Ownership change

    Report date 2026-10-02 · 0002044356-26-000014

  3. 8-K · Current report

    Report date 2026-08-26 · 0001788230-26-000079 · Items 3.01,9.01

  4. 4 · Ownership change

    Report date 2026-08-02 · 0002044350-26-000015

  5. 4 · Ownership change

    Report date 2026-08-02 · 0002044207-26-000015

  6. 4 · Ownership change

    Report date 2026-08-02 · 0001262290-26-000015

  7. 4 · Ownership change

    Report date 2026-07-02 · 0002044425-26-000011

  8. 4 · Ownership change

    Report date 2026-07-02 · 0002044356-26-000011

  9. 8-K · Current report

    Report date 2026-06-25 · 0001788230-26-000071 · Items 5.02,5.07,9.01

  10. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001788230-26-000068

  11. 8-K · Current report

    Report date 2026-05-11 · 0001788230-26-000062 · Items 8.01,9.01

  12. 4 · Ownership change

    Report date 2026-05-02 · 0002044350-26-000013

  13. DEF 14A · Proxy statement

    Report date 2026-06-25 · 0001788230-26-000057

  14. 8-K · Current report

    Report date 2026-04-21 · 0001788230-26-000053 · Items 3.03,5.03,8.01,9.01

  15. 8-K · Current report

    Report date 2026-04-10 · 0001788230-26-000050 · Items 5.02,7.01,9.01

  16. 8-K · Current report

    Report date 2026-04-10 · 0001788230-26-000048 · Items 5.07,9.01

  17. 10-K · Annual report

    Report date 2025-12-31 · 0001788230-26-000046

  18. DEF 14A · Proxy statement

    Report date 2026-04-10 · 0001788230-26-000028

  19. 8-K · Current report

    Report date 2026-03-20 · 0001788230-26-000026 · Items 3.01,9.01

  20. 8-K · Current report

    Report date 2026-02-27 · 0001788230-26-000018 · Items 2.02

  21. 8-K · Current report

    Report date 2026-02-19 · 0001788230-26-000015 · Items 7.01,9.01

  22. 8-K · Current report

    Report date 2026-02-17 · 0001788230-26-000012 · Items 5.03,7.01,9.01

  23. 8-K · Current report

    Report date 2026-01-08 · 0001788230-26-000002 · Items 7.01,9.01

  24. 8-K · Current report

    Report date 2025-12-20 · 0001493152-25-029232 · Items 1.02,7.01,9.01

  25. 8-K · Current report

    Report date 2025-12-04 · 0001493152-25-026537 · Items 7.01,9.01

  26. 8-K · Current report

    Report date 2025-12-02 · 0001493152-25-026215 · Items 7.01,9.01

  27. 8-K · Current report

    Report date 2025-11-24 · 0001788230-25-000179 · Items 7.01,9.01

  28. 8-K · Current report

    Report date 2025-11-19 · 0001788230-25-000177 · Items 3.01,7.01,9.01

  29. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001788230-25-000175

  30. 8-K · Current report

    Report date 2025-10-30 · 0001788230-25-000168 · Items 3.03,5.03,8.01,9.01

  31. 8-K · Current report

    Report date 2025-10-14 · 0001788230-25-000165 · Items 3.01,9.01

  32. 8-K · Current report

    Report date 2025-10-01 · 0001788230-25-000162 · Items 1.01,5.02,9.01

  33. 8-K · Current report

    Report date 2025-10-02 · 0001788230-25-000159 · Items 8.01,9.01

  34. 8-K · Current report

    Report date 2025-09-26 · 0001788230-25-000156 · Items 5.03,9.01

  35. 8-K · Current report

    Report date 2025-09-18 · 0001788230-25-000153 · Items 5.02,5.07,8.01,9.01

  36. DEF 14A · Proxy statement

    Report date 2025-09-18 · 0001788230-25-000148

  37. 8-K · Current report

    Report date 2025-08-25 · 0001788230-25-000144 · Items 8.01,9.01

  38. 10-Q/A · Quarterly report

    Report date 2025-06-30 · 0001788230-25-000131

  39. 8-K · Current report

    Report date 2025-08-15 · 0001788230-25-000128 · Items 1.01,3.02,9.01

  40. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001788230-25-000126

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 0 transaction rows0AExercise / conversion: 16 transaction rows16MTax / exercise payment: 8 transaction rows8FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

24 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-08-02
2026-08-03
Stiefel Jennifer D HM · Exercise / conversion
Acquired
Common Stock1459.0n/a
2026-08-02
2026-08-03
Stiefel Jennifer D HF · Tax / exercise payment
Disposed
Common Stock62.02.16
2026-08-02
2026-08-03
Stiefel Jennifer D HM · Exercise / conversion
Acquired
Common Stock209.0n/a
2026-08-02
2026-08-03
Stiefel Jennifer D HF · Tax / exercise payment
Disposed
Common Stock433.02.16
2026-08-02
2026-08-03
Stiefel Jennifer D HM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
209.00.0
2026-08-02
2026-08-03
Stiefel Jennifer D HM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1459.00.0
2026-08-02
2026-08-03
Stiefel Justin BM · Exercise / conversion
Acquired
Common Stock209.0n/a
2026-08-02
2026-08-03
Stiefel Justin BF · Tax / exercise payment
Disposed
Common Stock433.02.16
2026-08-02
2026-08-03
Stiefel Justin BM · Exercise / conversion
Acquired
Common Stock1459.0n/a
2026-08-02
2026-08-03
Stiefel Justin BF · Tax / exercise payment
Disposed
Common Stock62.02.16
2026-08-02
2026-08-03
Stiefel Justin BM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
209.00.0
2026-08-02
2026-08-03
Stiefel Justin BM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1459.00.0
2026-08-02
2026-08-03
CARROSINO MICHAELM · Exercise / conversion
Acquired
Common Stock125.0n/a
2026-08-02
2026-08-03
CARROSINO MICHAELF · Tax / exercise payment
Disposed
Common Stock330.02.16
2026-08-02
2026-08-03
CARROSINO MICHAELM · Exercise / conversion
Acquired
Common Stock1111.0n/a
2026-08-02
2026-08-03
CARROSINO MICHAELF · Tax / exercise payment
Disposed
Common Stock38.02.16
2026-08-02
2026-08-03
CARROSINO MICHAELM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
125.00.0
2026-08-02
2026-08-03
CARROSINO MICHAELM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1111.00.0
2026-07-02
2026-07-06
Marker Beth AM · Exercise / conversion
Acquired
Common Stock94.0n/a
2026-07-02
2026-07-06
Marker Beth AF · Tax / exercise payment
Disposed
Common Stock28.02.48
2026-07-02
2026-07-06
Marker Beth AM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
94.00.0
2026-07-02
2026-07-06
Perkins Danielle BM · Exercise / conversion
Acquired
Common Stock94.0n/a
2026-07-02
2026-07-06
Perkins Danielle BF · Tax / exercise payment
Disposed
Common Stock39.02.48
2026-07-02
2026-07-06
Perkins Danielle BM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
94.00.0

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001788230IP STRATEGY HOLDINGS, INC.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names
  • Heritage Distilling Holding Company, Inc. · former SEC name · 2019-09-13 to 2026-02-03

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$8.40M$9.03M
2023-12-31$7.97M$8.81M

Bureau of Labor Statistics · retrieved 2026-10-20 · 9 selected series; gaps remain missing

Explore the CPI history ↗