Insider Transactions Reported by 11 Insiders of Heritage Distilling Holding Company, Inc.

Symbol
IPST on Nasdaq
Location
Gig Harbor, WA

Insiders trading volume in the past year

Heritage Distilling Holding Company, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Justin B. Stiefel CEO & Treasurer, Director $147,809 +$1,999,669 02 Feb 2026
Jeffrey P. Wensel Director $81,779 22 May 2025
Andrew M. Varga Director $69,555 +$181,260 18 Sep 2025
Matthew J. Swann Director $69,057 27 Jun 2025
Troy Alstead Director $60,685 22 May 2025
Eric S. Trevan Director $57,992 22 May 2025
Christopher H. Smith Director $56,430 22 May 2025
Michael Carrosino EVP of Finance & CFO $39,897 02 Feb 2026
Jennifer D. H. Stiefel President & Secretary, Director $24,033 02 Feb 2026
Danielle B. Perkins SVP of Wholesale Operations $7,314 02 Feb 2026
Beth A. Marker SVP of Retail Operations $7,150 02 Feb 2026

Recent Insider Transactions by Companies or Individuals for Heritage Distilling Holding Company, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Beth A. Marker IPST Common Stock Tax liability -7.75% -556 6,621 02 Feb 2026 Direct
Beth A. Marker IPST Common Stock Options Exercise 35.4% 1,875 7,177 02 Feb 2026 Direct
Beth A. Marker IPST Restricted Stock Units Options Exercise -12.5% -1,875 13,125 02 Feb 2026 Direct
Danielle B. Perkins IPST Common Stock Tax liability -9.95% -748 6,773 02 Feb 2026 Direct
Danielle B. Perkins IPST Common Stock Options Exercise 33.2% 1,875 7,521 02 Feb 2026 Direct
Danielle B. Perkins IPST Restricted Stock Units Options Exercise -12.5% -1,875 13,125 02 Feb 2026 Direct
Jennifer D. H. Stiefel IPST Common Stock Tax liability -9.99% -2,471 22,253 02 Feb 2026 Direct
Jennifer D. H. Stiefel IPST Common Stock Options Exercise 50.8% 8,333 24,724 02 Feb 2026 Direct
Jennifer D. H. Stiefel IPST Restricted Stock Units Options Exercise -33.3% -8,333 16,667 02 Feb 2026 Direct
Justin B. Stiefel IPST Common Stock Tax liability -23.2% -17,296 57,186 02 Feb 2026 Direct
Justin B. Stiefel IPST Common Stock Options Exercise 361.2% 58,333 74,482 02 Feb 2026 Direct
Justin B. Stiefel IPST Restricted Stock Units Options Exercise -33.3% -58,333 116,667 02 Feb 2026 Direct
Michael Carrosino IPST Common Stock Tax liability -20% -6,616 26,522 02 Feb 2026 Direct
Michael Carrosino IPST Common Stock Options Exercise 117.3% 22,312 41,334 02 Feb 2026 Direct
Michael Carrosino IPST Restricted Stock Units Options Exercise -81.7% -22,312 5,000 02 Feb 2026 Direct
Danielle B. Perkins CASK Restricted Stock Units Award 15,000 15,000 02 Jan 2026 Direct
Beth A. Marker CASK Restricted Stock Units Award 15,000 15,000 02 Jan 2026 Direct
Michael Carrosino IPST Restricted Stock Units Award 12,500 12,500 01 Oct 2025 Direct
Jennifer D. H. Stiefel CASK Restricted Stock Units Award 175,000 175,000 01 Oct 2025 By Spouse
Jennifer D. H. Stiefel CASK Restricted Stock Units Award 25,000 25,000 01 Oct 2025 Direct
Justin B. Stiefel CASK Restricted Stock Units Award 25,000 25,000 01 Oct 2025 By Spouse
Justin B. Stiefel CASK Restricted Stock Units Award 175,000 175,000 01 Oct 2025 Direct
Justin B. Stiefel CASK Common Stock Options Exercise 3,309,615 3,309,615 18 Sep 2025 By LLC
Justin B. Stiefel CASK Pre-Funded Warrant to Purchase Common Stock Options Exercise -100% -3,309,615 0 18 Sep 2025 By LLC
Andrew M. Varga CASK Common Stock Options Exercise 300,000 300,000 18 Sep 2025 By IRA
Andrew M. Varga CASK Pre-Funded Warrant to Purchase Common Stock Options Exercise -100% -300,000 0 18 Sep 2025 By IRA
Andrew M. Varga CASK Pre-Funded Warrant to Purchase Common Stock Purchase 300,000 300,000 15 Aug 2025 By IRA
Justin B. Stiefel CASK Pre-Funded Warrant to Purchase Common Stock Purchase 3,309,615 3,309,615 15 Aug 2025 By LLC
Matthew J. Swann CASK Common Stock Other 12.6% 13,315 119,065 15 Aug 2025 Direct
Matthew J. Swann CASK Pre-Funded Warrant to Purchase Common Stock Other 252,994 133,155 15 Aug 2025 Direct
Matthew J. Swann CASK Series B Convertible Preferred Stock Other -100% -10,000 0 15 Aug 2025 Direct
Matthew J. Swann CASK Series B Convertible Preferred Stock Purchase 10,000 10,000 27 Jun 2025 Direct
Danielle B. Perkins CASK Common Stock Options Exercise 2.26% 2,500 112,922 24 May 2025 Direct
Danielle B. Perkins CASK Restricted Stock Units Options Exercise -100% -2,500 0 24 May 2025 Direct
Beth A. Marker CASK Common Stock Options Exercise 1.43% 1,500 106,059 24 May 2025 Direct
Beth A. Marker CASK Restricted Stock Units Options Exercise -100% -1,500 0 24 May 2025 Direct
Jennifer D. H. Stiefel CASK Common Stock Options Exercise 14.8% 42,000 325,921 24 May 2025 By Spouse
Jennifer D. H. Stiefel CASK Common Stock Options Exercise 14.6% 42,000 330,283 24 May 2025 Direct
Jennifer D. H. Stiefel CASK Restricted Stock Units Options Exercise -100% -42,000 0 24 May 2025 By Spouse
Jennifer D. H. Stiefel CASK Restricted Stock Units Options Exercise -100% -42,000 0 24 May 2025 Direct
Justin B. Stiefel CASK Common Stock Options Exercise 14.6% 42,000 330,283 24 May 2025 By spouse
Justin B. Stiefel CASK Restricted Stock Units Options Exercise -100% -42,000 0 24 May 2025 By Spouse
Justin B. Stiefel CASK Restricted Stock Units Options Exercise -100% -42,000 0 24 May 2025 Direct
Jeffrey P. Wensel CASK Common Stock Options Exercise 18.8% 24,000 151,443 24 May 2025 Direct
Jeffrey P. Wensel CASK Restricted Stock Units Options Exercise -100% -24,000 0 24 May 2025 Direct
Eric S. Trevan CASK Common Stock Options Exercise 1.9% 2,000 107,394 24 May 2025 Direct
Eric S. Trevan CASK Restricted Stock Units Options Exercise -100% -2,000 0 24 May 2025 Direct
Christopher H. Smith CASK Common Stock Options Exercise 1.95% 2,000 104,500 24 May 2025 Direct
Christopher H. Smith CASK Restricted Stock Units Options Exercise -100% -2,000 0 24 May 2025 Direct
Danielle B. Perkins CASK Common Stock Options Exercise 110,422 110,422 22 May 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.