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IPST

IP Strategy Holdings Inc

Apr 29 • 10:25AM ET

5.21

+0.36 7.42 %

Financial • Capital Markets • USA • Nano • NASD

Held by: VXF

Scroll to Statements

Index	-	P/E	-	EPS (ttm)	-825.92	Insider Own	0.00%	Shs Outstand	0.53M	Perf Week	-9.55%
Market Cap	2.76M	Forward P/E	0.96	EPS next Y	5.40	Insider Trans	-	Shs Float	0.53M	Perf Month	5.04%
Enterprise Value	7.25M	PEG	-	EPS next Q	0.60	Inst Own	4.28%	Short Float	4.60%	Perf Quarter	-80.41%
Income	-138.49M	P/S	0.27	EPS this Y	-98.46%	Inst Trans	-	Short Ratio	0.14	Perf Half Y	-97.83%
Sales	10.12M	P/B	0.03	EPS next Y	22.73%	ROA	-201.40%	Short Interest	0.02M	Perf YTD	-83.30%
Book/sh	203.53	P/C	11.05	EPS next 5Y	-	ROE	-278.19%	52W High	532.00 -99.02%	Perf Year	-97.50%
Cash/sh	0.47	P/FCF	-	EPS past 3/5Y	32.82% 15.27%	ROIC	-138.67%	52W Low	4.25 22.59%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	6.79% 5.12%	Gross Margin	46.06%	Volatility	22.37% 29.36%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.72	EPS Y/Y TTM	-118.68%	Oper. Margin	-122.06%	ATR (14)	1.92	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.12	Sales Y/Y TTM	20.43%	Profit Margin	-1368.59%	RSI (14)	38.75	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.31	EPS Q/Q	-68.37%	SMA20	-26.75%	Beta	4.87	Target Price	164.00
Payout	-	Debt/Eq	0.05	Sales Q/Q	52.51%	SMA50	-43.72%	Rel Volume	1.06	Prev Close	4.85
Employees	21	LT Debt/Eq	0.02	Earnings	Feb 25	SMA200	-95.82%	Avg Volume	176.33K	Price	5.21
IPO	Nov 22, 2024	Option/Short	No / Yes	EPS/Sales Surpr.	0.00% 0.00%	Trades		Volume	34,463	Change	7.42%

Apr-28-26 09:26AM	IP Strategy Highlights Launch of Confidential Data Rails on Story for Secure AI Data Access (GlobeNewswire)
Apr-22-26 08:00AM	IP Strategy Highlights the Story Global Wallet: Advancing Access to Programmable IP Infrastructure (GlobeNewswire) -10.86%
Apr-21-26 10:12AM	IP Strategy Announces Reverse Stock Split (GlobeNewswire) -10.87%
Apr-16-26 08:55AM	IP Strategy Appoints Brian C. Jun to Board of Directors, Strengthening Cryptocurrency, Tax and AI Expertise (GlobeNewswire) -24.22%
Apr-10-26 10:30AM	BC-Most Active Stocks (Associated Press) +30.86%
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Apr-07-26 10:30AM	BC-Most Active Stocks (Associated Press) +65.22%
08:00AM	IP Strategy Highlights Aria's Frontline K-Pop Release with RESCENE on Story (GlobeNewswire)
Apr-02-26 09:46AM	IP Strategy Publishes Monthly Validator Update (GlobeNewswire) -10.95%
Apr-01-26 09:24AM	IP Strategy Highlights Verse8's $5M Raise as AI-Native Game Creation Enters the $200B Global Gaming Market (GlobeNewswire)
Mar-27-26 08:00AM	IP Strategy Highlights GenoBank's Expansion of Onchain Genomic Data on Story (GlobeNewswire)
Mar-25-26 01:08PM	IP Strategy Highlights Tokenized K-Culture IP Distribution via WAVIST on Story (GlobeNewswire) -10.39%
Mar-23-26 09:42AM	IP Strategy Highlights ZenO's Public Beta for Real-World AI Data on Story (GlobeNewswire)
Mar-16-26 08:30AM	IP Strategy to Present at the 38th Annual ROTH Conference (GlobeNewswire) +13.98%
Mar-09-26 08:35AM	IP Strategy to Participate at the Canaccord Genuity 6th Annual Digital Assets Virtual Symposium (GlobeNewswire) -7.21%
Mar-06-26 09:28AM	IP Strategy Publishes Monthly Validator Update (GlobeNewswire)
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Feb-23-26 08:30AM	IP Strategy Launches Treasury Yield-Enhancement Program (GlobeNewswire) -13.31%
Feb-19-26 08:30AM	IP Strategy Announces Share Repurchase Program of Up To 1 Million Shares (GlobeNewswire) +8.98%
Feb-18-26 10:30AM	Heritage Distilling Holding Company, Inc. Changes Company Name to IP Strategy Holdings, Inc. (GlobeNewswire) +11.94%
Feb-17-26 08:00AM	IP Strategy Issues Statement on Aria's Frontline K-Pop Release with RESCENE, Highlighting AI-Native Music Ownership on Story (GlobeNewswire) +9.21%
Feb-11-26 08:00AM	IP Strategy Issues Statement on ZenO's Public Beta Launch, Showcasing Real-World AI Use Cases Built on Story (GlobeNewswire)
Feb-07-26 10:30AM	Crypto Currents: Strategy, Galaxy Digital report Q4 earnings results (TipRanks)
Feb-04-26 08:00AM	IP Strategy Publishes Monthly Validator & Ecosystem Update (GlobeNewswire)
Jan-28-26 08:00AM	IP Strategy To Participate in RedChip Fintech & DATS Virtual Investor Conference on February 4, 2026 (GlobeNewswire) -13.64%
Jan-24-26 10:01AM	Crypto Currents: BitGo raises $212.8M in U.S. IPO (TipRanks)
Jan-08-26 08:00AM	IP Strategy Publishes Monthly Validator & Ecosystem Update (GlobeNewswire)
Dec-29-25 08:30AM	IP Strategy Cancels $15 Million ELOC, Reinforcing Balance Sheet Strength and Reducing Related Dilution Risk (GlobeNewswire) -11.50%
Dec-17-25 10:12AM	IP Strategy Highlights Poseidon as Flagship AI Data Initiative Built on Story's Blockchain Infrastructure (GlobeNewswire)
Dec-04-25 09:00AM	IP Strategy Announces Transition to Custodied Long-Term Validator Staking; Anticipates Yield Increasing by Nearly 150% (GlobeNewswire)
Dec-02-25 09:15AM	IP Strategy Publishes Monthly Validator & Ecosystem Update (November 2025) (GlobeNewswire)
Nov-24-25 08:00AM	IP Strategy Announces Availability of Investor Day 2025 Materials (GlobeNewswire)
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Nov-20-25 08:00AM	IP Strategy Regains Compliance with Nasdaq Minimum Bid Price Requirement (GlobeNewswire)
Nov-18-25 02:52PM	IP Strategy Announces Strategic Purchase of Aria Ecosystem Tokens ($ARIAIP and $APL) (GlobeNewswire) -7.50%
10:27AM	IP Strategy Reports Third Quarter Financial Results (GlobeNewswire)
Nov-11-25 09:00AM	Crypto.com Partners with IP Strategy to Support Digital Asset Treasury Strategy (GlobeNewswire) +10.53%
Nov-07-25 09:55AM	IP Strategy Issues Statement on Aria's Successful Token Launch on the Story IP Blockchain (GlobeNewswire) +16.57%
Nov-05-25 09:00AM	IP Strategy Announces First Investor Day to be held on Thursday, November 20, 2025 (GlobeNewswire) -16.18%
Nov-04-25 09:23AM	IP Strategy Initiates Monthly Validator & Ecosystem Publication (GlobeNewswire)
Oct-31-25 04:30PM	IP Strategy Announces Reverse Stock Split (GlobeNewswire) +12.39% -11.82%
Oct-24-25 07:16AM	Heritage Distilling overhauls business model (Just Drinks)
Oct-23-25 08:30AM	Heritage Distilling Announces Strategic Transition of Alcohol Business to Reduce Expenses and Become Asset Light (Business Wire) +6.91%
Oct-22-25 07:14AM	Money-losing companies with colorful histories have pivoted to crypto (Associated Press Finance)
Oct-02-25 09:00AM	IP Strategy Launches Validator Infrastructure, Establishing New Line of Revenue (GlobeNewswire) +9.77%
Sep-22-25 09:00AM	Story Foundation Announces Up To $7 Million Open Market Purchase of IP Strategy (Nasdaq: IPST) Common Stock (Business Wire) +66.67%
Sep-19-25 08:48AM	Heritage Distilling Announces Ticker Symbol Change to "IPST" (GlobeNewswire) +23.89%
Sep-09-25 09:18AM	Heritage Distilling Introduces IP Strategy, Reflecting New Focus on $IP Token Treasury Strategy and the $80 Trillion Intellectual Property Economy (Business Wire) +20.55%
Aug-28-25 03:59PM	This Nasdaq Firm Is Betting $220M That Investors Prefer Shares Over Tokens (CoinDesk) +10.00%
Aug-25-25 08:30AM	Heritage Distilling Completes $223.8 Million Private Placement, Reducing Debt by $19.3 Million While Adding More than $320 Million in $IP Tokens to Treasury (Business Wire)
Aug-12-25 01:28PM	Heritage Distilling (Nasdaq: CASK) and Story Foundation Announce the Launch of $360M $IP Token Reserve, With Participation from a16z crypto and Other Prominent Investors (Business Wire) +14.46%
Aug-11-25 08:34AM	Heritage Distilling (Nasdaq: CASK) and Story Foundation Announce the Launch of $360M $IP Token Reserve, With Participation from a16z crypto and Other Prominent Investors (Business Wire) -28.25%
Jun-12-25 01:29PM	Heritage Distilling Delivers Cryptocurrency Remarks at Summit Investor Conference (GlobeNewswire) -7.06%
Jun-10-25 09:00AM	Heritage Distilling Holding Company, Inc. CEO & Co-Founder Justin Stiefel to Present at the Investor Summit Virtual on June 10, 2025 (ACCESSWIRE)
Jun-09-25 08:15AM	Heritage Distilling and House of Doge Launch Exclusive Dogecoin-Inspired House of Doge Bourbon with Massive Giveaway (GlobeNewswire) -12.07%
Jun-05-25 01:38PM	Heritage Distilling Company Advances Strategic Crypto Initiatives (GlobeNewswire)
Jun-03-25 08:15AM	Heritage Distilling Announces Bitcoin Bourbon: Limited-Edition Crypto-Inspired Whiskey Launch & 1 BTC Giveaway (GlobeNewswire)
May-15-25 04:15PM	Heritage Distilling Implements Cryptocurrency Treasury Policy (GlobeNewswire) -17.97%
Apr-29-25 04:01PM	Heritage Distilling Co. Announces Launch of Newest Salute Series Whiskey Honoring Green Berets (GlobeNewswire) -10.59%
09:06AM	Heritage Distilling moves into black in 2024 (Just Drinks)
Apr-28-25 04:30PM	Heritage Distilling Co. Regains Compliance with Nasdaq Listing Rules After Receiving Notice of Non-Compliance (GlobeNewswire)
08:15AM	Heritage Distilling Co. Reports Full Year 2024 Financial Results (GlobeNewswire)
Mar-27-25 08:37AM	Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named World's Best Flavored Whiskey at Whisky Magazine's World Whiskies Awards (GlobeNewswire)
Mar-14-25 08:50AM	Inc. Names Jennifer Stiefel to Its 2025 Female Founders 500 List (GlobeNewswire) -6.44%
Mar-06-25 08:11AM	Heritage Distilling Co. Announces Recent Achievements and Key Milestones for Salute Series Line of Premium Whiskeys (GlobeNewswire) -7.35%
Feb-25-25 08:30AM	Heritage Distilling Co. Cocoa Bomb Chocolate Whiskey Named Best Flavored Whiskey in the United States at Whisky Magazine's World Whiskies Awards (GlobeNewswire)
Feb-21-25 03:22AM	Heritage Distilling Holding Company, Inc. (CASK): Among the Cheapest Stocks Insiders Are Buying Recently (Insider Monkey)
Feb-19-25 08:30AM	Heritage Distilling Co. Announces Sell Out of First Run of 80th Anniversary of the Battle of Iwo Jima Bourbon; Announces Passing $200,000 Raised for Military Charities (GlobeNewswire)
Feb-04-25 08:30AM	Coquille Tribe Breaks Ground on New Distillery, Heritage Distilling-Branded Tasting Room & Expanded Entertainment Zone at Coos Bay Casino (GlobeNewswire)
Jan-16-25 08:00AM	Heritage Distilling Welcomes Eric S. Trevan, Ph.D., and Citizen of Match-E-Be-Nash-She-Wish Band of Pottawatomi (Gun Lake Tribe - Michigan) as Latest Addition to its Board of Directors (GlobeNewswire)
Jan-15-25 08:30AM	Heritage Distilling Co. Launches the Salute Series Whiskey Battle of Iwo Jima: 80th Anniversary Edition (GlobeNewswire)
Jan-10-25 08:00AM	Heritage Distilling Introduces Bitcoin Treasury Policy Statement (GlobeNewswire)
Jan-07-25 08:00AM	Heritage Distilling Appoints Matt Swann to Board of Directors (GlobeNewswire)
Dec-31-24 08:30AM	Heritage Distilling Names Michael P. Carrosino as Chief Financial Officer (GlobeNewswire) -10.88%
Dec-19-24 08:30AM	Heritage Distilling Company Strengthens Senior Leadership Team with Key Appointments to Accelerate Next Stage of Growth and Innovation (GlobeNewswire) +8.26%
Dec-05-24 08:30AM	Heritage Distilling Co. Expands into Kentucky with Keg 1 River City (GlobeNewswire)
Dec-03-24 08:30AM	Heritage Distilling Co. Expands into Colorado with Innermountain Distributing (GlobeNewswire)
Nov-26-24 04:05PM	Heritage Distilling Co. Announces Closing of its Initial Public Offering (GlobeNewswire) +5.83% -7.61%
Nov-22-24 09:00AM	Heritage Distilling Co. Announces Listing on NASDAQ and Pricing of Initial Public Offering (GlobeNewswire)

IP Strategy Holdings, Inc. provides public market investors with broad exposure to the programmable intellectual property economy in a regulated equity format. Its treasury reserve of digital tokens enables direct participation in the Story ecosystem, which supports on-chain registration, licensing, and monetization of intellectual property. The company was founded by Justin B. Stiefel and Jennifer D. H. Stiefel on July 19, 2011 and is headquartered in Gig Harbor, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Stiefel Justin B	CEO & Treasurer	Sep 18 '25	Option Exercise	0.00	3,309,615	331	3,309,615	Sep 22 04:32 PM
Varga Andrew M.	Director	Sep 18 '25	Option Exercise	0.00	300,000	30	300,000	Sep 22 04:31 PM
Perkins Danielle B	SVP of Wholesale Operations	May 22 '25	Option Exercise	0.53	110,422	58,524	110,422	May 27 06:16 PM
Perkins Danielle B	SVP of Wholesale Operations	May 24 '25	Option Exercise	0.53	2,500	1,325	112,922	May 27 06:16 PM
Marker Beth A	SVP of Retail Operations	May 22 '25	Option Exercise	0.53	96,054	50,909	104,559	May 27 06:15 PM
Marker Beth A	SVP of Retail Operations	May 24 '25	Option Exercise	0.54	1,500	810	106,059	May 27 06:15 PM
CARROSINO MICHAEL	EVP of Finance & CFO	May 22 '25	Option Exercise	0.53	422,437	223,892	424,937	May 27 06:14 PM
Stiefel Jennifer D H	President & Secretary	May 24 '25	Option Exercise	0.00	42,000	0	325,921	May 27 06:12 PM
Stiefel Jennifer D H	President & Secretary	May 24 '25	Option Exercise	0.00	42,000	0	330,283	May 27 06:12 PM
Stiefel Jennifer D H	President & Secretary	May 22 '25	Option Exercise	0.00	240,306	0	283,921	May 27 06:12 PM
Stiefel Jennifer D H	President & Secretary	May 22 '25	Option Exercise	0.00	220,989	0	288,283	May 27 06:12 PM
Stiefel Justin B	CEO & Treasurer	May 22 '25	Option Exercise	0.53	282,306	149,622	325,921	May 27 06:11 PM
Stiefel Justin B	CEO & Treasurer	May 22 '25	Option Exercise	0.53	220,989	117,124	288,283	May 27 06:11 PM
Stiefel Justin B	CEO & Treasurer	May 24 '25	Option Exercise	0.54	42,000	22,680	330,283	May 27 06:11 PM
Wensel Jeffrey P	Director	May 22 '25	Option Exercise	0.53	100,000	53,000	127,443	May 27 06:08 PM
Wensel Jeffrey P	Director	May 24 '25	Option Exercise	0.54	24,000	12,960	151,443	May 27 06:08 PM
Varga Andrew M.	Director	May 22 '25	Option Exercise	0.53	102,000	54,060	154,500	May 27 06:07 PM
Trevan Eric S	Director	May 22 '25	Option Exercise	0.53	100,000	53,000	105,394	May 27 06:06 PM
Trevan Eric S	Director	May 24 '25	Option Exercise	0.54	2,000	1,080	107,394	May 27 06:06 PM
Swann Matthew J	Director	May 22 '25	Option Exercise	0.53	102,000	54,060	105,750	May 27 05:47 PM
Smith Christopher H	Director	May 22 '25	Option Exercise	0.53	100,000	53,000	102,500	May 27 05:46 PM
Smith Christopher H	Director	May 24 '25	Option Exercise	0.54	2,000	1,080	104,500	May 27 05:46 PM
Alstead Troy	Director	May 22 '25	Option Exercise	0.53	102,000	54,060	114,500	May 27 05:41 PM

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IPST

IP Strategy Holdings Inc

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