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IP Strategy Holdings, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Varga Andrew M., was filed 18 Feb 2025.
IP Strategy Holdings, Inc.: what insiders have been doing
IP Strategy Holdings, Inc. is a Media & Communication company. Its directors and officers file their transactions with SEC (Form 4). In the past year (23 October 2025 to 23 October 2026), 38 filings came from 5 insiders.
No open-market purchase or sale appears among the filings, only grants, plan transactions and other operations. Such operations are usually part of compensation schedules, which makes them a weaker signal than an open-market trade.
Over the last twelve months, not one insider purchase of IP Strategy Holdings, Inc. stock was filed. Typically, a trade is published a median of 1 day after it takes place. US insiders must file a Form 4 within two business days of a trade.
Compared with its exchange (3,167 companies, median 24 filings), a count of 38 filings is above the norm. Looking back to 2024, when coverage begins, insiders filed 8 purchases and no sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 10.1 m USD and net income at -137.7 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: Louis Hachette Group S.A. and ZEAL Network SE. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
78
Thresholds
n/a
Buy Volume
€101,739
8 ops. · all time
Sell Volume
n/a
n/a
Who traded when
BuySaleAndrew M. Varga2 buys
Beth A. Marker1 buy
Christopher H. Smith1 buy
Eric S. Trevan1 buy
Jeffrey P. Wensel1 buy
Jennifer D. H. Stiefel1 buy
+1 other insider
Since the insiders bought
- -96.4%Entry US$476.00 · Close at T+365 US$17.32
- -97.2%Entry US$512.00 · Close at T+365 US$14.20
- -96.0%Entry US$480.00 · Close at T+365 US$18.98
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$2.72
Analyst consensus
Income statement
RevenueUS$10.1M
Gross profitUS$5.6M55% margin
EBITDA-US$134.6M-1330% margin
Net income-US$138.2M-1365.6% margin
Valuation
P/Book0.0x
Balance sheet & cash
Market capUS$2M
Total debtUS$4.7M
Free Cash Flow-US$36.4M
Debt / Equity14%
Profitability & ownership
ROE-1255.6%
ROA-21.2%
% insiders3.1%
% institutions14.7%
Last declaration on 5 October 2026
Declarations78 total
94 sharesCommon StockSEC:0002044356-26-000014:0
94 sharesCommon StockSEC:0002044425-26-000014:0
39 shares@ US$3.080.0054% mcap30.1% of flowCommon StockSEC:0002044356-26-000014:1
28 shares@ US$3.080.0039% mcap30.1% of flowCommon StockSEC:0002044425-26-000014:1
209 sharesCommon StockSEC:0002044350-26-000015:0
1,459 sharesCommon StockSEC:0002044350-26-000015:2
125 sharesCommon StockSEC:0001262290-26-000015:0
1,111 sharesCommon StockSEC:0001262290-26-000015:2
1,459 sharesCommon StockSEC:0002044207-26-000015:0
209 sharesCommon StockSEC:0002044207-26-000015:2
38 shares@ US$2.160.0039% mcap10.3% of flowCommon StockSEC:0001262290-26-000015:1
330 shares@ US$2.160.034% mcap89.7% of flowCommon StockSEC:0001262290-26-000015:3
433 shares@ US$2.160.045% mcap87.5% of flowCommon StockSEC:0002044207-26-000015:1
62 shares@ US$2.160.0064% mcap12.5% of flowCommon StockSEC:0002044350-26-000015:1
433 shares@ US$2.160.045% mcap87.5% of flowCommon StockSEC:0002044350-26-000015:3
62 shares@ US$2.160.0064% mcap12.5% of flowCommon StockSEC:0002044207-26-000015:3
39 shares@ US$2.480.0047% mcap34.1% of flowCommon StockSEC:0002044356-26-000011:1
94 sharesCommon StockSEC:0002044356-26-000011:0
94 sharesCommon StockSEC:0002044425-26-000011:0
28 shares@ US$2.480.0034% mcap34.1% of flowCommon StockSEC:0002044425-26-000011:1
8,333 sharesCommon StockSEC:0002044350-26-000010:0
58,333 sharesCommon StockSEC:0002044207-26-000010:0
773 shares@ US$0.24465.9% of flowCommon StockSEC:0002044356-26-000008:1
556 shares@ US$0.24465.9% of flowCommon StockSEC:0002044425-26-000008:1
1,875 sharesCommon StockSEC:0002044425-26-000008:0
25 of 78 declarations
About IP Strategy Holdings, Inc.
IP Strategy Holdings, Inc. (Nasdaq: IPST) is a United States-listed company on the NASDAQ market, headquartered in Gig Harbor, Washington. The company adopted its current name in February 2026 after operating previously as Heritage Distilling Holding Company, Inc. Its operating roots go back to Heritage Distilling Company, Inc., founded in 2011 by Justin and Jennifer Stiefel and U.S. Army veterans Drew and Sara Kellerman. The original business was built around premium craft spirits, with production beginning in Gig Harbor in 2012. ([ir.ipstrategy.co](https://ir.ipstrategy.co/company-information?utm_source=openai))
Historically, the group developed as an independent craft distiller with a portfolio that includes whiskeys, vodkas, gins, and rums. Its consumer business is anchored by production assets and tasting-room retail locations, mainly in Washington and Oregon. A key commercial differentiator has been the Tribal Beverage Network (TBN), through which Heritage has partnered with Native American tribes to license brands, develop distilleries, and operate tasting rooms near tribal casino and entertainment venues. That model combines local brand building, distribution reach, and a partnership-led growth channel that is unusual in the spirits industry. ([ir.ipstrategy.co](https://ir.ipstrategy.co/company-information?utm_source=openai))
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Since 2025-2026, IP Strategy has materially broadened its investment narrative. The company adopted a treasury reserve policy centered on the $IP token, the native asset of the Story network, and now describes itself as the first NASDAQ-listed company to hold $IP tokens as a primary reserve asset while also operating a validator for the Story protocol. In effect, the company now spans two strategic pillars: the legacy spirits business and a digital-asset/validator strategy tied to programmable intellectual property infrastructure. That makes IP Strategy a hybrid public-market vehicle rather than a pure-play beverage company. ([ir.ipstrategy.co](https://ir.ipstrategy.co/news-events/press-releases/detail/159/ip-strategy-to-participate-at-the-canaccord-genuity-6th?utm_source=openai))
From a competitive standpoint, IP Strategy is best viewed as a niche, differentiated small-cap platform. In craft spirits, it is a regional brand with a recognized heritage but operates in a highly fragmented and competitive market. In digital assets, its appeal stems from balance-sheet exposure to $IP and participation in the Story ecosystem, rather than from scale. Recent milestones include the corporate rebrand, the strategic pivot toward Story, and Nasdaq compliance-related announcements in May 2026. For investors, the story is therefore unusual: a Washington-based U.S. company on NASDAQ that combines consumer brands, tribal licensing partnerships, and a treasury strategy linked to blockchain-based intellectual property monetization. ([ir.ipstrategy.co](https://ir.ipstrategy.co/news-events/press-releases/detail/155/heritage-distilling-holding-company-inc-changes-company?utm_source=openai))
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