Welcome to our dedicated page for IP Strategy Holdings 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.
IP Strategy Holdings, Inc. filings document governance, capital-structure, and listing-compliance matters for a Nasdaq-listed Delaware corporation. Definitive proxy statements cover annual and special meeting proposals, including director elections, equity incentive plan amendments, auditor ratification, and certificate amendments related to common-stock structure.
Material-event filings disclose changes affecting security-holder rights, reverse-stock-split mechanics, Nasdaq minimum bid price notices, board resignations and appointments, and emerging growth company status. These records frame the company’s public reporting around shareholder votes, board composition, common stock terms, and continued exchange-listing requirements.
IP Strategy Holdings, Inc., formerly Heritage Distilling Holding Company, Inc., has amended its certificate of incorporation and bylaws to change its corporate name to IP Strategy Holdings, Inc., effective February 18, 2026 at 12:01 a.m. Eastern Time. The company’s common stock will continue trading on the Nasdaq Capital Market under the ticker symbol IPST, and the CUSIP number will remain the same.
In an accompanying press release, the company explains that the new name highlights a strategic focus on programmable intellectual property and AI-native data networks, including its $IP token treasury and validator operations within the Story network ecosystem. The company describes itself as the first Nasdaq-listed business to hold $IP tokens as a primary reserve asset and to operate a validator for Story Protocol, aiming to give public investors exposure to what it calls the $80 trillion programmable intellectual property economy.
IP Strategy Holdings, Inc., formerly Heritage Distilling Holding Company, Inc., has amended its certificate of incorporation and bylaws to change its corporate name to IP Strategy Holdings, Inc., effective February 18, 2026 at 12:01 a.m. Eastern Time. The company’s common stock will continue trading on the Nasdaq Capital Market under the ticker symbol IPST, and the CUSIP number will remain the same.
In an accompanying press release, the company explains that the new name highlights a strategic focus on programmable intellectual property and AI-native data networks, including its $IP token treasury and validator operations within the Story network ecosystem. The company describes itself as the first Nasdaq-listed business to hold $IP tokens as a primary reserve asset and to operate a validator for Story Protocol, aiming to give public investors exposure to what it calls the $80 trillion programmable intellectual property economy.
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. 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, 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 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, 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 $0 per share and then had 17,296 common shares withheld at $1.08 per share to cover obligations associated with the vesting.
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 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 $0 per share and then had 17,296 common shares withheld at $1.08 per share to cover obligations associated with the vesting.
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.
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.