IP Strategy Holdings: Perkins acquires 94 shares

Q: How many IPST RSUs did Danielle B. Perkins vest?

Danielle B. Perkins had 94 RSUs vest on October 2, 2026, and acquired 94 common shares. The reported RSU position following the transaction was 375.

The SVP of Wholesale Operations has remaining RSUs scheduled to vest in equal quarterly installments through October 2, 2027, subject to continued service.

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Form Type

Rhea-AI Filing Summary

IP Strategy Holdings, Inc. (IPST) SVP of Wholesale Operations Danielle B. Perkins had 94 restricted stock units vest on October 2, 2026, and acquired 94 common shares; 375 RSUs were reported following the transaction. The issuer canceled 39 common shares Perkins relinquished for tax withholding obligations arising from the vesting; no shares were sold. The remaining RSUs vest in equal quarterly installments through October 2, 2027, subject to continued service.

Insider Trade Summary

94 shares exercised/converted

Exercise 3 txns

Insider Perkins Danielle B

Role SVP of Wholesale Operations

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units ^{F1, F4}	94	$0.00	$0.00
Exercise	Common Stock ^F1	94	--	--
Tax Withholding	Common Stock ^{F2, F3}	39	$3.08	$120.12

Holdings After Transaction: Restricted Stock Units — 375 contracts (Direct); Common Stock — 503 shares (Direct)

Footnotes (4)

F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.
F2. 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.
F3. 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.
F4. The RSUs vest over a two-year period beginning January 2, 2026. Quarterly installments vested on February 2, 2026, April 2, 2026, July 2, 2026, and October 2, 2026, and the remaining units vest in equal quarterly installments on January 2, 2027, April 2, 2027, July 2, 2027, and October 2, 2027, subject to continued service.

Key Figures

Restricted stock units vested: 94 RSUs Common shares acquired: 94 shares RSUs following transaction: 375 RSUs +2 more

5 metrics

Restricted stock units vested 94 RSUs October 2, 2026

Common shares acquired 94 shares Upon vesting of the RSUs on October 2, 2026

RSUs following transaction 375 RSUs Reported following the October 2, 2026 transaction

Common shares canceled for tax withholding 39 shares Relinquished for tax withholding obligations arising from RSU vesting

Closing price $3.08 per share Closing price on the vesting date or, if unavailable that date, the immediately prior trading date

Key Terms

restricted stock unit, contingent right, tax withholding obligations

3 terms

restricted stock unit financial

"Each restricted stock unit ("RSU") represents a contingent right"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

contingent right financial

"a contingent right to receive one share"

tax withholding obligations financial

"remitting certain tax withholding obligations"

FAQ

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

How many IPST RSUs did Danielle B. Perkins vest?

Danielle B. Perkins had 94 RSUs vest on October 2, 2026, and acquired 94 common shares. The reported RSU position following the transaction was 375.

How many IPST shares were canceled for tax withholding?

The issuer canceled 39 common shares Perkins relinquished for tax withholding obligations arising from RSU vesting; no shares were sold. The reported $3.08 per-share figure represents the closing price on the vesting date or, if there was no closing price that day, the closing price on the immediately prior trading date.

When will the remaining IPST RSUs vest?

The remaining units vest in equal quarterly installments on January 2, April 2, July 2 and October 2, 2027, subject to continued service.

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

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Available on EDGAR 10/05/2026 - 06:25 PM Accepted by SEC EDGAR 10/05/2026 - 06:24 PM

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^*

Perkins Danielle B

(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 Wholesale Operations

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/02/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	10/02/2026		M		94	A	⁽¹⁾	542	D
Common Stock	10/02/2026		F		39⁽²⁾	D	$3.08⁽³⁾	503	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	10/02/2026		M			94	⁽⁴⁾	⁽⁴⁾	Common Stock	94	$0	375	D

Explanation of Responses:

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

2. 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.

3. 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.

4. The RSUs vest over a two-year period beginning January 2, 2026. Quarterly installments vested on February 2, 2026, April 2, 2026, July 2, 2026, and October 2, 2026, and the remaining units vest in equal quarterly installments on 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 Danielle B. Perkins	10/05/2026
	** 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)

Source: View Original Filing on SEC EDGAR