Welcome to our dedicated page for Heritage Distilling Holding Company SEC filings (Ticker: IPST), 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.
Heritage Distilling Holding Company, Inc., operating as IP Strategy (Nasdaq: IPST), uses its SEC filings to report on a business model centered on digital assets and programmable intellectual property. While specific filings are not listed here, the company’s public disclosures describe how its financial statements reflect large holdings of $IP tokens, revenue from validator operations on the Story network, and the performance of its spirits business segment.
In its quarterly reporting, IP Strategy explains that $IP tokens are recorded as intangible digital assets and that fair value gains and losses on these holdings can significantly affect net income. Filings such as Form 10-Q and Form 10-K are used to detail changes in the fair value of digital assets, estimated deferred tax liabilities tied to unrealized gains, and the potential impact of net operating loss carryforwards. The company also discusses validator-related revenue, gross margins in its crypto and related business, and the contribution of validator operations to its overall results.
For investors analyzing IPST, SEC reports provide context on how the company’s digital asset treasury strategy interacts with traditional financial reporting. These documents describe net revenues from spirits sales and operations, restructuring activities in the spirits segment, and the shift toward an asset-light, high-margin model anchored in staking economics. They also address topics such as going concern assessments, reverse stock splits, and efforts to maintain compliance with Nasdaq listing standards.
On Stock Titan’s SEC filings page, users can review IP Strategy’s historical and future regulatory filings as they become available, and connect those disclosures to the company’s ongoing press releases about $IP token holdings, validator performance, and participation in the Story programmable IP ecosystem.
Heritage Distilling Holding Company, Inc. senior vice president of wholesale operations Danielle B. Perkins reported equity award activity on February 2, 2026. She exercised 1,875 restricted stock units, receiving the same number of common shares at an exercise price of $0, increasing her directly held common stock to 7,521 shares. On the same date, 748 common shares were withheld at $1.08 per share, typically for taxes, leaving her with 6,773 common shares directly owned after the transactions. Following the derivative transaction, she directly held 13,125 restricted stock units. The RSUs vest in equal quarterly installments over two years, with one-eighth vesting each quarter beginning January 2, 2026, and vested RSUs settle 45 days after the effectiveness of the company’s Form S-8 registration statement, which became effective on December 19, 2025, but only to the extent they have vested by each settlement date.
Heritage Distilling Holding Company, Inc. SVP of Retail Operations Beth A. Marker reported routine equity compensation activity. On February 2, 2026, 1,875 restricted stock units were converted into an equal number of common shares. A portion of these shares, 556, was withheld at a price of $1.08 per share to cover tax obligations, leaving 6,621 common shares directly owned after the transactions.
Marker continues to hold 13,125 restricted stock units directly. These RSUs vest in equal quarterly installments over two years, with one-eighth vesting on each quarterly date beginning January 2, 2026. Settlement of vested RSUs occurs on the 45th day after the company’s Form S-8 registration became effective on December 19, 2025, but only for RSUs vested by each settlement date.
Heritage Distilling Holding Company EVP of Finance & CFO Michael Carrosino reported multiple RSU vesting and related share transactions. On February 2, 2026, 7,500 and 14,812 restricted stock units converted into the same number of common shares. Each RSU gives the right to receive one common share.
To cover tax obligations on these vestings, 2,224 and 4,392 common shares were withheld at a per-share price of $1.08, based on the applicable closing price. After these transactions, Carrosino directly held 36,942 shares of Heritage Distilling common stock.
Heritage Distilling Holding Company, Inc. insider activity: President, Secretary and director Jennifer D.H. Stiefel reported the vesting and settlement of 8,333 restricted stock units on February 2, 2026, each converting into one share of common stock.
After this conversion, she held 24,724 common shares before a related share withholding. To cover taxes on the vesting, 2,471 common shares were disposed of at a price of $1.08 per share, leaving her with 22,253 common shares beneficially owned. Following these transactions, she also held 16,667 restricted stock units, which are scheduled to vest over an eighteen‑month period beginning September 1, 2025, with remaining units vesting in equal installments every three months, subject to continued service.
Heritage Distilling Holding Company CEO Justin B. Stiefel reported equity compensation activity on February 2, 2026. He settled 58,333 restricted stock units (RSUs) into common stock at an exercise price of
After these transactions, he directly beneficially owned 57,186 shares of common stock and 116,667 RSUs. He also indirectly beneficially owned 165,480 common shares held by Constantine IHSV, LLC, where he is the sole member. The RSUs vest over an 18‑month period beginning September 1, 2025, with the remaining units vesting in equal installments every three months, subject to continued service.
Heritage Distilling Holding Company, Inc. executive vice president of finance and CFO Michael Carrosino reported an award of 12,500 restricted stock units granted on October 1, 2025. Each RSU represents one share of common stock and is held directly.
Of this grant, 2,500 RSUs had already satisfied the service-based vesting requirement as of September 1, 2025, and the remaining 10,000 RSUs vest in equal quarterly installments over twelve months beginning that date. Settlement of the RSUs is deferred until at least 45 days after the effectiveness of the company’s Form S-8 registration statement. This amended report corrects a clerical error in the previously reported RSU grant size.