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. reported solid top-line growth but a bottom-line setback for the first quarter of 2026. Revenue for the three months ended March 31, 2026 rose to $6.35 million, up 15.2% from $5.52 million a year earlier, driven by a 19% increase in core managed IT services and a 78.4% jump in procurement revenue.
Loss from operations narrowed to $768,182 from $1.33 million as costs were controlled, but the company posted a net loss of $660,214 versus net income of $808,530 in Q1 2025, mainly because last year included a non-recurring tax benefit. Adjusted EBITDA improved to a loss of $167,519 from a loss of $482,257, reflecting stronger revenue and operational efficiencies.
Cash, cash equivalents and restricted cash totaled $8.08 million at March 31, 2026. Management highlighted ongoing integration of cybersecurity and cloud solutions, new AI-focused partnerships, and continued exploration of strategic M&A to support long-term growth.
Intelligent Protection Management Corp. held its 2026 annual meeting of stockholders on May 7, 2026. Shareholders elected seven directors — Yoram (Rami) Abada, Kara Jenny, Jason Katz, Lance Laifer, Sidney Rabsatt, John Silberstein and Barry Sloane — each to serve a one-year term ending at the 2027 meeting.
Support for the nominees was strong, with each receiving approximately 4.8 million votes for and limited votes withheld, alongside 1,360,775 broker non-votes. Stockholders also ratified Grassi & Co., CPAs, P.C. as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 6,196,026 votes for, 36,731 against and 2,461 abstentions.
Intelligent Protection Management Corp. is holding a virtual annual meeting on May 7, 2026 at 9:00 a.m. Eastern Time to elect seven directors and ratify Grassi & Co., CPAs, P.C. as independent auditor for 2026.
Only holders of its 9,085,729 outstanding common shares as of March 27, 2026 may vote. The board highlights a majority of independent directors, established audit, compensation, nominating and strategic transactions committees, and ESG initiatives. The company also notes its first full year operating as a managed technology solutions provider after acquiring Newtek Technology Solutions, with streamlined operations, recurring revenue growth focus and very low client churn in regulated vertical markets.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Sidney E. Rabsatt received a grant of stock options covering 10,000 shares of common stock. The options have an exercise price of $1.62 per share and expire on March 19, 2036.
The grant was made at no cost to him as compensation and is held directly. The 10,000 underlying shares will vest in four equal quarterly installments during 2026, each on the last day of the calendar quarter, as long as he continues providing services. If a qualifying change in control occurs under the company’s 2025 Long-Term Incentive Plan, all then-unvested option shares will immediately vest and become fully exercisable on that date.
Intelligent Protection Management Corp. reported that Chief Operating Officer Adam Zalko received a grant of stock options covering 20,000 shares of common stock. The options have an exercise price of $1.62 per share and expire on March 19, 2036.
The options vest in four substantially equal annual installments on each of the first four anniversaries of the March 20, 2026 grant date, subject to Mr. Zalko continuing to provide services. If a qualifying change in control occurs under the company’s 2025 Long-Term Incentive Plan, any then-unvested options will fully vest immediately.
Intelligent Protection Management Corp. director Lance Laifer received a grant of stock options for 10,000 shares of Common Stock. The options have an exercise price of $1.6200 per share and expire on March 19, 2036. Following this grant, Laifer holds stock options for 10,000 shares directly.
The option grant was made under a stock option agreement dated March 20, 2026. The 10,000 underlying shares will vest in four equal quarterly installments on the last day of each calendar quarter in 2026, as long as Laifer continues providing services to the company on those dates. If a change in control under the company’s 2025 Long-Term Incentive Plan occurs, any then-unvested shares will fully vest and become exercisable on the effective date of that change in control.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Abada Yoram received a grant of stock options covering 10,000 shares of Common Stock. The options have a $1.62 exercise price and expire on March 19, 2036.
The options vest in four equal quarterly installments on the last day of each calendar quarter in 2026, as long as Yoram continues providing services to the company. If a change in control occurs under the company’s 2025 Long-Term Incentive Plan, any then-unvested options will fully vest and become exercisable on the change in control date.
INTELLIGENT PROTECTION MANAGEMENT CORP. director John Silberstein received a grant of stock options covering 10,000 shares of common stock at an exercise price of $1.62 per share. These options were awarded at no upfront cost and bring his total reported option holdings to 10,000 shares.
The options vest in four equal quarterly installments on the last day of each calendar quarter in 2026, contingent on his continued service to the company. Any then-unvested options will fully vest upon a qualifying change in control under the company’s 2025 Long-Term Incentive Plan.
Intelligent Protection Management Corp. Chief Financial Officer Jenny Kara B received a grant of stock options covering 20,000 shares of common stock. The options have an exercise price of $1.6200 per share and were awarded as compensation, not through an open-market purchase.
The options will vest in four substantially equal annual installments on each of the first four anniversaries of the March 20, 2026 grant date, as long as she continues providing services to the company. The filing also states that if a change in control occurs under the company’s 2025 Long-Term Incentive Plan, any then-unvested options will immediately vest and become fully exercisable on the effective date.