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 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.
Intelligent Protection Management Corp.'s President, Jared Mills, 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 granted as a compensation award.
The options vest in four substantially equal annual installments on each of the first four anniversaries of the March 20, 2026 grant date, as long as Mills continues providing services to the company. If a change in control occurs under the company’s 2025 Long-Term Incentive Plan definition, all then-unvested options will immediately vest and become fully exercisable.
INTELLIGENT PROTECTION MANAGEMENT CORP. Chief Executive Officer Jason Katz received a grant of stock options covering 50,000 shares of Common Stock. The options have an exercise price of $1.62 per share and were awarded at no cost as a compensation grant.
The options vest in four substantially equal annual installments on each of the first four anniversaries of the March 20, 2026 grant date, as long as Katz continues providing services to the company. If a change in control occurs under the company’s 2025 Long-Term Incentive Plan, all then-unvested option shares vest and become fully exercisable immediately.
Intelligent Protection Management Corp. furnished an investor presentation outlining its 2025 results, balance sheet and growth strategy in managed cybersecurity and cloud services. The company reported full-year 2025 revenue of $23.6 million, including $6.1 million in Q4 and $3.9 million of deferred revenue.
As of December 31, 2025, IPM had $8.4 million in cash and cash equivalents (including $1.0 million of restricted cash), $18.2 million of equity, no long-term debt, and $4.2 million of working capital. Net cash provided by continuing operations was $1.1 million for 2025, and Adjusted EBITDA turned positive in Q4 while net loss declined by 89% versus the prior-year quarter.
The presentation highlights the January 2025 acquisition of Newtek Technology Solutions for $4.0 million in cash plus 4.0 million shares of non-voting convertible preferred stock, related divestiture proceeds of about $1.4 million plus potential earn-outs up to $5 million, and a focus on roll-up acquisitions in the fragmented managed service provider market. It also notes a $65.7 million jury verdict and subsequent final judgment in a patent case against Cisco Systems, Inc., with a later court decision granting a new trial on damages.
Registration to resell up to 9,000,000 shares of common stock. This prospectus registers the resale by NewtekOne, Inc. of up to 9,000,000 shares of Intelligent Protection Management Corp. common stock issuable upon conversion of Series A Non-Voting Common Equivalent Stock.
The Company will receive no proceeds from these resales. As of March 13, 2026, there were 9,085,729 shares outstanding (excluding treasury stock). The selling holder may sell shares at varying times, prices and by multiple methods described under "Plan of Distribution."