IP Strategy SVP reports RSU vesting, tax withholding

IP Strategy Holdings, Inc. SVP Beth A. Marker reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding.

Rhea-AI Filing Summary

IP Strategy Holdings, Inc. SVP Beth A. Marker reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding. On July 2, 2026, 94 RSUs converted into 94 shares of common stock at a stated per-share value of $2.48, while 28 shares were relinquished back to the company to cover tax obligations, with no shares sold on the market.

Following these transactions, Marker directly holds 461 shares of common stock and 469 RSUs, all figures reflecting a 1-for-20 reverse stock split effected on April 23, 2026. The RSUs vest in equal quarterly installments through October 2, 2027, subject to continued service.

Insights

Equity Compensation Analyst

Routine RSU vesting with tax withholding, no open-market trading.

The activity combines an RSU conversion with a tax-withholding share surrender, a common structure for equity compensation. Marker acquired 94 common shares via RSU vesting while 28 shares were given back to the issuer to satisfy tax liabilities tied to that vesting.

No open-market purchases or sales occurred; the disposition is strictly a tax payment mechanism. After these changes, Marker holds 489 common shares and 469 RSUs, so the transaction is small in scale and does not materially alter overall exposure. Future quarterly vesting dates through October 2, 2027 will likely produce similar routine entries.

Insider Trade Summary

94 shares exercised/converted

Exercise 3 txns

Insider Marker Beth A

Role SVP of Retail Operations

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	94	$0.00	$0.00
Exercise	Common Stock	94	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	28	$2.48	$69.44

Holdings After Transaction: Restricted Stock Units — 469 contracts (Direct); Common Stock — 461 shares (Direct)

Footnotes (5)

1. F1. All share amounts in this Form 4 reflect a 1-for-20 reverse stock split effected on April 23, 2026.
2. F2. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.
3. F3. The reporting person relinquished the shares of Common Stock reported herein and the issuer cancelled such shares and returned them to issuer's treasury in exchange for remitting certain tax withholding obligations of the reporting person resulting from the vesting of the RSUs. As such, no shares of the issuer were sold by the reporting person.
4. F4. Represents the per share closing price of the issuer's Common Stock on the applicable vesting date or, if there was no closing price on such date, the closing price on the trading date that was immediately prior to such vesting date.
5. F5. The RSUs vest over a two-year period beginning January 2, 2026. Quarterly installments vested on February 2, 2026 and April 2, 2026, and the remaining units vesting in equal quarterly installments on July 2, 2026, October 2, 2026, January 2, 2027, April 2, 2027, July 2, 2027, and October 2, 2027, subject to continued service.

Key Figures

RSUs converted: 94 shares Shares for tax withholding: 28 shares Per-share tax value: $2.48 per share +3 more

6 metrics

RSUs converted 94 shares Restricted Stock Units converted to common stock on July 2, 2026

Shares for tax withholding 28 shares Relinquished to issuer to satisfy tax obligations from RSU vesting

Per-share tax value $2.48 per share Closing price of common stock used for tax-withholding calculation

Common shares after transaction 489 shares Direct holdings of common stock following July 2, 2026 transactions

RSUs after transaction 469 RSUs Remaining restricted stock units after conversion of 94 units

Reverse stock split ratio 1-for-20 Reverse split effective April 23, 2026; all share amounts adjusted

Key Terms

reverse stock split, Restricted Stock Units, tax withholding obligations, treasury, +1 more

5 terms

reverse stock split financial

"All share amounts in this Form 4 reflect a 1-for-20 reverse stock split effected on April 23, 2026."

A reverse stock split reduces a company's number of outstanding shares while raising the price per share proportionally, so the total value of each investor's holding is unchanged; a 1-for-10 split turns 100 shares worth $1 each into 10 shares worth $10 each. Companies often do this to regain compliance with an exchange's minimum price rule or to attract investors who avoid very low-priced stocks.

Restricted Stock Units financial

"Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligations financial

"returned them to issuer's treasury in exchange for remitting certain tax withholding obligations of the reporting person resulting from the vesting of the RSUs."

treasury financial

"the issuer cancelled such shares and returned them to issuer's treasury in exchange for remitting certain tax withholding obligations"

The treasury is the department or area within a government or organization responsible for managing its money, finances, and financial strategies. It handles tasks like collecting revenue, paying bills, and planning for future financial needs, much like a household manages its budget. For investors, understanding the treasury is important because it influences interest rates, government spending, and overall economic stability.

vesting financial

"The RSUs vest over a two-year period beginning January 2, 2026."

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

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

What did IPST executive Beth A. Marker report in this Form 4?

Beth A. Marker reported RSU vesting and related tax withholding. 94 restricted stock units converted into common shares, and 28 shares were relinquished to cover tax obligations, with no open-market sale of IP Strategy Holdings, Inc. common stock.

Did Beth A. Marker sell any IPST shares in the reported transactions?

No, Beth A. Marker did not sell any shares. 28 shares were relinquished to the issuer and cancelled to cover tax withholding from RSU vesting, meaning the company used those shares to satisfy tax obligations instead of a market sale.

How many IPST shares and RSUs does Beth A. Marker hold after these transactions?

After the July 2, 2026 transactions, Beth A. Marker directly holds 489 shares of IP Strategy Holdings common stock and 469 restricted stock units. These figures already reflect the company’s 1-for-20 reverse stock split completed on April 23, 2026.

What is the vesting schedule for Beth A. Marker’s IPST RSUs?

Marker’s RSUs vest over two years beginning January 2, 2026. Quarterly installments vested on February 2 and April 2, 2026, with additional equal quarterly vesting dates on July 2 and October 2, 2026, January 2, April 2, July 2, and October 2, 2027.

What price was used for Beth A. Marker’s IPST tax-withholding shares?

The tax-withholding shares used a per-share value of $2.48, defined as the closing price of IP Strategy Holdings common stock on the applicable vesting date or, if unavailable, the closing price from the immediately preceding trading day.

How does the reverse stock split affect the share amounts in this IPST Form 4?

All share amounts in this Form 4 reflect a 1-for-20 reverse stock split effective April 23, 2026. This means the reported holdings and transaction quantities are already adjusted to the post-split share count for IP Strategy Holdings common stock.

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

Form 4 Insider Transactions: What Each Field Means →

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 07/06/2026 - 04:36 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Marker Beth A

(Last) (First) (Middle)

C/O IP STRATEGY HOLDINGS, INC.

9668 BUJACICH ROAD

(Street)

GIG HARBOR WASHINGTON 98332

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
IP STRATEGY HOLDINGS, INC. [ IPST ]

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	SVP of Retail Operations

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/02/2026		M		94(1)	A	(2)	489	D
Common Stock	07/02/2026		F		28(3)	D	$2.48(4)	461	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(2)	07/02/2026		M			94(1)	(5)	(5)	Common Stock	94	$0	469	D

Explanation of Responses:

1. All share amounts in this Form 4 reflect a 1-for-20 reverse stock split effected on April 23, 2026.

2. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.

3. The reporting person relinquished the shares of Common Stock reported herein and the issuer cancelled such shares and returned them to issuer's treasury in exchange for remitting certain tax withholding obligations of the reporting person resulting from the vesting of the RSUs. As such, no shares of the issuer were sold by the reporting person.

4. Represents the per share closing price of the issuer's Common Stock on the applicable vesting date or, if there was no closing price on such date, the closing price on the trading date that was immediately prior to such vesting date.

5. The RSUs vest over a two-year period beginning January 2, 2026. Quarterly installments vested on February 2, 2026 and April 2, 2026, and the remaining units vesting in equal quarterly installments on July 2, 2026, October 2, 2026, January 2, 2027, April 2, 2027, July 2, 2027, and October 2, 2027, subject to continued service.

Remarks:

	/s/ Justin B. Stiefel, attorney-in-fact for Beth A. Marker	07/06/2026
	** 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 4 (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 4: SEC 1474 (03-26)