Form 4 for IPST IP STRATEGY HOLDINGS, INC.
Accepted 2025-05-27 00:00:00 ET · period of report 2025-05-22 · accession 0001788230-25-000091 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-05-27 | 2025-05-22+ | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | M - OptEx | $0.00 | +263.0K | 288.3K | +1,040% | $0 |
| DMI | 2025-05-27 | 2025-05-22+ | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | M - OptEx | $0.00 | +282.3K | 325.9K | +647% | $0 |
| DM | 2025-05-27 | 2025-05-22 | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | A - Grant | $0.00 | +221.0K | 173.1K | New | $0 |
| DM | 2025-05-27 | 2025-05-22+ | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | M - OptEx | $0.00 | -263.0K | 0 | -100% | $0 |
| DMI | 2025-05-27 | 2025-05-22+ | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | M - OptEx | $0.00 | -282.3K | 0 | -100% | $0 |
| DMI | 2025-05-27 | 2025-05-22 | IPST | Stiefel Jennifer D H | Pres, Sec, Dir | A - Grant | $0.00 | +240.3K | 240.3K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-05-24 | M | A | 42,000 | $0.00 | 330,283 | D By Spouse | — | — | (F1) Includes 260 shares beneficially owned through American Estate and Trust, LC FBO Jennifer Stiefel IRA account (F2) These securities are held by Justin B. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| 2 | Common | Common Stock | 2025-05-22 | M | A | 240,306 | $0.00 | 283,921 | I | — | — | |
| 3 | Common | Common Stock | 2025-05-24 | M | A | 42,000 | $0.00 | 325,921 | I | — | — | |
| 4 | Common | Common Stock | 2025-05-22 | M | A | 220,989 | $0.00 | 288,283 | D By Spouse | — | — | (F1) Includes 260 shares beneficially owned through American Estate and Trust, LC FBO Jennifer Stiefel IRA account (F2) These securities are held by Justin B. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. |
| 5 | Derivative | Restricted Stock Units | 2025-05-22 | A | A | 47,913 | $0.00 | 220,989 | D By Spouse | — · — to — | 47,913 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F5) The reporting person was awarded the RSUs on November 25, 2024, subject to approval by the issuer's board of directors. The RSUs were formally granted on May 22, 2025, following such board approval. |
| 6 | Derivative | Restricted Stock Units | 2025-05-22 | M | D | 220,989 | $0.00 | 0 | D By Spouse | — · — to — | 220,989 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F4) The RSUs vested in full immediately upon grant on May 22, 2025. |
| 7 | Derivative | Restricted Stock Units | 2025-05-22 | A | A | 173,076 | $0.00 | 173,076 | D By Spouse | — · — to — | 173,076 Common Stock | (F2) These securities are held by Justin B. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise. (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F4) The RSUs vested in full immediately upon grant on May 22, 2025. |
| 8 | Derivative | Restricted Stock Units | 2025-05-24 | M | D | 42,000 | $0.00 | 0 | D By Spouse | — · — to — | 42,000 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F6) The RSUs were granted on June 5, 2024 subject to a vesting condition tied to the expiration of a lock-up agreement. The RSUs vested and settled on May 24, 2025 upon the lock-up's expiration. |
| 9 | Derivative | Restricted Stock Units | 2025-05-24 | M | D | 42,000 | $0.00 | 0 | I | — · — to — | 42,000 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F6) The RSUs were granted on June 5, 2024 subject to a vesting condition tied to the expiration of a lock-up agreement. The RSUs vested and settled on May 24, 2025 upon the lock-up's expiration. |
| 10 | Derivative | Restricted Stock Units | 2025-05-22 | A | A | 193,268 | $0.00 | 193,268 | I | — · — to — | 193,268 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F4) The RSUs vested in full immediately upon grant on May 22, 2025. |
| 11 | Derivative | Restricted Stock Units | 2025-05-22 | A | A | 47,038 | $0.00 | 240,306 | I | — · — to — | 47,038 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F5) The reporting person was awarded the RSUs on November 25, 2024, subject to approval by the issuer's board of directors. The RSUs were formally granted on May 22, 2025, following such board approval. |
| 12 | Derivative | Restricted Stock Units | 2025-05-22 | M | D | 240,306 | $0.00 | 0 | I | — · — to — | 240,306 Common Stock | (F3) Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock. (F4) The RSUs vested in full immediately upon grant on May 22, 2025. |