IPM insider reports 937,028 common shares held

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.

Rhea-AI Filing Summary

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.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Adam Katz 2012 Revocable Trust

Role 10% Owner

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 937,028 shares (Direct)

Key Figures

Common shares held: 937,028 shares Insider status: More than ten percent owner Transaction entries: 1 holding entry

3 metrics

Common shares held 937,028 shares Common Stock directly owned after reported holdings entry

Insider status More than ten percent owner Reporting person classification on Form 3

Transaction entries 1 holding entry Holding-only record with unknown transaction code

Key Terms

Form 3, beneficial ownership, ten percent owner

3 terms

Form 3 regulatory

"This Form 3 functions as an initial statement of beneficial ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"functions as an initial statement of beneficial ownership, indicating that the trust holds shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

ten percent owner regulatory

"the Adam Katz 2012 Revocable Trust is identified as a more than ten percent owner"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Adam Katz 2012 Revocable Trust Form 3 show for IPM?

The Form 3 shows the Adam Katz 2012 Revocable Trust as a more than ten percent owner of INTELLIGENT PROTECTION MANAGEMENT CORP., holding 937,028 shares of common stock directly as of the reported date.

How many INTELLIGENT PROTECTION MANAGEMENT (IPM) shares does the trust hold?

The Adam Katz 2012 Revocable Trust is reported as directly holding 937,028 shares of INTELLIGENT PROTECTION MANAGEMENT CORP. common stock. This reflects its beneficial ownership position rather than a new buy or sell transaction.

Is the Adam Katz 2012 Revocable Trust an insider of IPM?

Yes. The Adam Katz 2012 Revocable Trust is identified as a more than ten percent owner of INTELLIGENT PROTECTION MANAGEMENT CORP., which makes it a reporting insider under SEC rules and requires this Form 3 beneficial ownership disclosure.

Does this IPM Form 3 filing show any insider buying or selling?

No specific buy or sell transactions are reported. The Form 3 functions as an initial statement of beneficial ownership, indicating that the Adam Katz 2012 Revocable Trust holds 937,028 IPM common shares directly after the reported holdings entry.

What type of security is reported in the IPM Form 3 filing?

The filing reports ownership of INTELLIGENT PROTECTION MANAGEMENT CORP. common stock. The Adam Katz 2012 Revocable Trust is shown as directly holding 937,028 common shares following the reported holdings position in this initial ownership statement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/08/2026 - 05:52 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Adam Katz 2012 Revocable Trust

(Last) (First) (Middle)

30 JERICHO EXECUTIVE PLAZA, SUITE 500W

(Street)

JERICHO NEW YORK 11753

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/06/2026

3. Issuer Name and Ticker or Trading Symbol
INTELLIGENT PROTECTION MANAGEMENT CORP. [ IPM ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	937,028	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Adam Katz, Trustee	06/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)