Comparable stake leader
Adam Katz 2012 Revocable Trust
SEC ownership of INTELLIGENT PROTECTION MANAGEMENT CORP.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001355839.
Disclosed value leader
J. Crew Delaware Trust B
Comparable rows
16/26
Latest evidence
30 Jun 2026
- Public ticker
- IPM on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Adam Katz 2012 Revocable Trust
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
16 of 26
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Adam Katz 2012 Revocable Trust
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001355839
- Issuer location
- Jericho, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of INTELLIGENT PROTECTION MANAGEMENT CORP. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Adam Katz 2012 Revocable ...
Disclosed value leader
J. Crew Delaware Trust B
Comparable rows
16/26
Latest evidence
30 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 11%
10 rows are not safely comparable across share classes.
13D/G row: Adam Katz 2012 Revocable Trust
Showing 1-8 of 26 holder rows.
Quick read
Adam Katz 2012 Revocable Trust leads the comparable SEC ownership view at 11%.
16 of 26 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Adam Katz 2012 Revocable Trust's linked filing trail.
Comparable ownership
Top 5
Adam Katz 2012 Revocable Trust
11%
Barry Sloane
0.06%
VANGUARD CAPITAL MANAGEMENT LLC
2.3%
RENAISSANCE TECHNOLOGIES LLC
0.51%
GEODE CAPITAL MANAGEMENT, LLC
0.47%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 26 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Adam Katz 2012 Revocable Trust |
3/4/5
13D/G
10%+ Owner
|
11%
from 13D/G
|
$1,790,000
1,000,000 shares
|
+$113,135 | 07 Apr 2026 |
| Barry Sloane |
3/4/5
Director
|
0.06%
|
$9,750
5,000 shares
|
+$9,750 | 21 May 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.3%
|
$362,190
208,155 shares
|
— | 30 Jun 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
0.51%
|
$79,344
45,600 shares
|
— | 30 Jun 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.47%
|
$73,817
42,407 shares
|
— | 30 Jun 2026 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
0.43%
|
$67,124
38,577 shares
|
— | 30 Jun 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.35%
|
$54,349
31,235 shares
|
— | 30 Jun 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.21%
|
$32,274
18,548 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$146,395.
Buys
$146,395
Insiders: 5
Sells
$0
Insiders: 0
Net
+$146,395
Shares: +79,972
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 79,972
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 79,972 | 0 | $146,395 | $0 | +$146,395 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to INTELLIGENT PROTECTION MANAGEMENT CORP.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
J. Crew Delaware Trust B
Net 12M change
+$146,395
Latest report
21 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| J. Crew Delaware Trust B | 10%+ Owner | $7,294,945 | Filing P/S | 26 Aug 2024 | ||
| Adam Katz 2012 Revocable Trust | 10%+ Owner | $1,790,000 | +$113,135 | +6.7% | Filing P/S | 07 Apr 2026 |
| Jason Katz | Chief Executive Officer, Director, 10%+ Owner | $1,623,506 | +$19,700 | +1.2% | Mixed | 21 May 2026 |
| John Silberstein | Director | $300,103 | +$1,920 | +0.64% | Mixed | 19 May 2026 |
| Yoram Abada | Director | $29,295 | +$1,890 | +6.9% | Filing P/S | 15 May 2026 |
| Barry Sloane | Director | $9,750 | +$9,750 | +100% | Filing P/S | 21 May 2026 |
| Sidney E. Rabsatt | Director | Mixed | 20 Mar 2026 | |||
| Kara B. Jenny | Chief Financial Officer, Director | Mixed | 20 Mar 2026 | |||
| Jared Mills | President | Mixed | 20 Mar 2026 | |||
| Adam Zalko | Chief Operating Officer | Mixed | 20 Mar 2026 | |||
| Lance Laifer | Director | Mixed | 20 Mar 2026 | |||
| J. Crew Delaware Trust A | 10%+ Owner | Mixed | 04 Jun 2023 | |||
| Geoffrey Cook | Director | Mixed | 10 Oct 2023 |
Recent insider transactions for INTELLIGENT PROTECTION MANAGEMENT CORP.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jason Katz | IPM | Common Stock | Purchase | 1.52% | $19,700 | $1.97 | 10,000 | 667,803 | 21 May 2026 | Direct |
| Barry Sloane | IPM | Common Stock | Purchase | $9,750 | $1.95 | 5,000 | 5,000 | 21 May 2026 | Direct | |
| John Silberstein | IPM | Common Stock | Purchase | 0.64% | $1,920 | $1.92 | 1,000 | 156,269 | 19 May 2026 | Direct |
| Yoram Abada | IPM | Common Stock | Purchase | 6.9% | $1,890 | $1.89 | 1,000 | 15,500 | 15 May 2026 | Direct |
| Adam Katz 2012 Revocable Trust | IPM | Common Stock | Purchase | 1.97% | $34,563 | $1.79 | 19,309 | 1,000,000 | 10 Apr 2026 | Direct |
| Adam Katz 2012 Revocable Trust | IPM | Common Stock | Purchase | 0.22% | $3,938 | $1.79 | 2,200 | 980,691 | 09 Apr 2026 | Direct |
| Adam Katz 2012 Revocable Trust | IPM | Common Stock | Purchase | 2.08% | $35,912 | $1.80 | 19,951 | 978,491 | 08 Apr 2026 | Direct |
| Adam Katz 2012 Revocable Trust | IPM | Common Stock | Purchase | 2.3% | $38,722 | $1.80 | 21,512 | 958,540 | 07 Apr 2026 | Direct |
| Sidney E. Rabsatt | IPM | Stock Option (Right to Buy) | Award | 10,000 | 10,000 | 20 Mar 2026 | Direct | |||
| Adam Zalko | IPM | Stock Option (Right to Buy) | Award | 20,000 | 20,000 | 20 Mar 2026 | Direct | |||
| Lance Laifer | IPM | Stock Option (Right to Buy) | Award | 10,000 | 10,000 | 20 Mar 2026 | Direct | |||
| Yoram Abada | IPM | Stock Option (Right to Buy) | Award | 10,000 | 10,000 | 20 Mar 2026 | Direct | |||
| John Silberstein | IPM | Stock Option (Right to Buy) | Award | 10,000 | 10,000 | 20 Mar 2026 | Direct | |||
| Kara B. Jenny | IPM | Stock Option (Right to Buy) | Award | 20,000 | 20,000 | 20 Mar 2026 | Direct | |||
| Jared Mills | IPM | Stock Option (Right to Buy) | Award | 20,000 | 20,000 | 20 Mar 2026 | Direct | |||
| Jason Katz | IPM | Stock Option (Right to Buy) | Award | 50,000 | 50,000 | 20 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.