Welcome to our dedicated page for Intelligent Protection Management SEC filings (Ticker: IPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intelligent Protection Management Corp. filings document the company's managed technology services business, governance and public-company reporting after its 2025 acquisition of Newtek Technology Solutions. Recent 8-Ks furnish results of operations and financial condition, press releases, and Regulation FD investor presentation materials describing IPM as a cybersecurity and cloud infrastructure provider.
Proxy and annual meeting filings cover board elections, stockholder voting results and governance matters. The filing record also provides formal disclosure around IPM's service operations, vendor and licensing cost centers, managed recurring revenue, expense optimization and risk management topics connected to dedicated hosting, cloud hosting, data storage, managed security, backup and disaster recovery services.
Intelligent Protection Management Corp. filed a shelf registration on to offer up to $50,000,000 of common stock, preferred stock, warrants and/or units. The prospectus permits multiple offerings in one or more series and states proceeds may be used for working capital, technology development and acquisitions.
The document discloses an as-of June 12, 2026 public float of $15.7 million (based on 7,661,051 shares at $2.05) and reports 9,035,729 shares of common stock issued and outstanding and 4,000,000 shares of Series A Preferred Stock issued and outstanding.
Adam Katz 2012 Revocable Trust, a ten percent owner of INTELLIGENT PROTECTION MANAGEMENT CORP. (IPM), reported a series of open-market purchases of common stock. Between April 7 and April 10, 2026, the trust bought a total of 62,972 shares at weighted average prices in a narrow range around $1.79–$1.80 per share.
Following these transactions, the trust directly holds 1,000,000 shares of IPM common stock. The filing notes that the reported prices are weighted averages for multiple trades within each day’s stated price range.
INTELLIGENT PROTECTION MANAGEMENT CORP. reported that the Adam Katz 2012 Revocable Trust is a more than ten percent owner of the company’s common stock. The Form 3 shows the trust directly holds 937,028 shares of common stock after the reported holdings entry.
Intelligent Protection Management Corp. filing amends beneficial ownership reporting for the Adam Katz 2012 Revocable Trust, which reports 1,000,000 shares of Common Stock, representing 11.1% of the class. The filing cites 9,035,729 shares outstanding as of May 12, 2026 from the company's Form 10-Q. The trust states sole voting and dispositive power over the 1,000,000 shares and is formed under Delaware law.
INTELLIGENT PROTECTION MANAGEMENT CORP. Chief Executive Officer Jason Katz made an open-market purchase of 10,000 shares of common stock at $1.97 per share. Following this transaction, his direct holdings increased to 667,803 shares. A separate 201,265-share position is held by his spouse and is reported as indirect ownership, with Katz disclaiming beneficial ownership of those securities.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Barry Sloane reported an open-market purchase of company stock. On 2026-05-21, he bought 5,000 shares of Common Stock at $1.95 per share and, following this transaction, he directly owns 5,000 shares.
INTELLIGENT PROTECTION MANAGEMENT CORP. director John Silberstein reported an open-market purchase of 1,000 shares of Common Stock at $1.92 per share. After this transaction, he directly holds 156,269 shares. An additional 44 shares are held indirectly by his spouse, and he disclaims beneficial ownership of those shares.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Abada Yoram reported an open-market purchase of 1,000 shares of Common Stock at $1.89 per share. After this transaction, he directly owns 15,500 shares, indicating a modest increase in his personal stake in the company.
Intelligent Protection Management Corp. reported Q1 2026 revenue of $6.35M, up from $5.52M a year earlier, driven mainly by higher managed IT and procurement revenue. The company posted a net loss of $0.66M, compared with net income of $0.81M in Q1 2025, when results benefited from a large non-recurring tax gain.
Operating loss narrowed to $0.77M, and operating cash flow was modestly negative at $0.20M. IPM ended the quarter with $8.08M in cash and cash equivalents, including $1.05M of restricted cash, and no long-term debt. Deferred revenue was $4.65M, providing some visibility for future periods.
Newtek and affiliates accounted for 30.9% of Q1 2026 revenue, underscoring customer concentration with a related party that is also a major shareholder. The company continues to pursue a $65.7M patent award against Cisco on appeal and is defending separate patent claims by Cisco relating to its ManyCam software, incurring $0.1M of related litigation expense in the quarter.