Adam Katz trust holds 11.1% of Intelligent Protection

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.

Rhea-AI Filing Summary

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.

Insights

Corporate Governance Analyst

Schedules a significant passive stake disclosure by a trustee-held vehicle.

The amendment records a 1,000,000-share holding by the Adam Katz 2012 Revocable Trust, equal to 11.1% of the outstanding common stock (9,035,729 shares as of May 12, 2026). The trust reports sole voting and dispositive authority for these shares.

Such Schedule 13G/A disclosures typically indicate a passive investor profile; the filing does not state any intent to acquire or change control. Subsequent filings would be required if the holder's intent or ownership status changes.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 06/08/2026 - 05:49 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

INTELLIGENT PROTECTION MANAGEMENT CORP.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

69764K106

(CUSIP Number)

04/06/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 69764K106

1

Names of Reporting Persons

Adam Katz 2012 Revocable Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,000,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,000,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,000,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

11.1 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: (1) The percentage is calculated based on 9,035,729 shares of common stock, par value $0.001 per share, of Intelligent Protection Management Corp. (the "Issuer") outstanding as of May 12, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, which was filed by the Issuer with the Securities and Exchange Commission on May 12, 2026.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: INTELLIGENT PROTECTION MANAGEMENT CORP.
(b)	Address of issuer's principal executive offices: 30 Jericho Executive Plaza, Suite 400E Jericho, NY 11753
Item 2.
(a)	Name of person filing: Adam Katz 2012 Revocable Trust
(b)	Address or principal business office or, if none, residence: 30 Jericho Executive Plaza, Suite 500W Jericho, NY 11753
(c)	Citizenship: The Adam Katz 2012 Revocable Trust is a trust formed under the laws of the State of Delaware.
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 69764K106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See Item 9 on the cover pages(s) hereto.
(b)	Percent of class: See Item 11 on the cover page(s) hereto.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 on the cover page(s) hereto.
	(ii) Shared power to vote or to direct the vote: See Item 6 on the cover page(s) hereto.
	(iii) Sole power to dispose or to direct the disposition of: See Item 7 on the cover page(s) hereto.
	(iv) Shared power to dispose or to direct the disposition of: See Item 8 on the cover page(s) hereto.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Adam Katz 2012 Revocable Trust

Signature:	/s/ Adam Katz
Name/Title:	Adam Katz, Trustee
Date:	06/08/2026