IPMNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
INTELLIGENT PROTECTION MANAGEMENT CORP.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$1.71−0.02 (-1.16%)
Close on Oct 19, 2026
- Market cap
- $22.29M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4.5%
0M of 9M shares
Institutional holders
14
3 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $146.39K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jason Katz | 700,912 | 7.50% | 13D (active) amendment | Aug 13, 2024 |
| The J. Crew Delaware Trust B | 1,470,755 | 15.90% | 13G (passive) amendment | Sep 30, 2024 |
| Adam Katz 2012 Revocable Trust | 1,000,000 | 11.10% | 13G (passive) amendment | Apr 6, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IPM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 208,155 | 2.30% | $362.19K | – | 0.00% |
| Renaissance Technologies LLC | 45,600 | 0.50% | $79.34K | +4,300 | 0.00% |
| Geode Capital Management, LLC | 42,407 | 0.47% | $73.82K | −9,012 | 0.00% |
| Two Sigma Investments, LP | 38,577 | 0.43% | $67.12K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 31,235 | 0.35% | $54.35K | −3,051 | 0.00% |
| Citadel Advisors LLC | 18,548 | 0.21% | $32.27K | New | 0.00% |
| State Street Corp | 17,488 | 0.19% | $30.43K | – | 0.00% |
| Allied Private Wealth LLC | 2,200 | 0.02% | $3.72K | New | 0.00% |
| Citigroup Inc | 1,497 | 0.02% | $2.61K | +1,496 | 0.00% |
| UBS Group AG | 854 | 0.01% | $1.49K | +254 | 0.00% |
| Tower Research Capital LLC (TRC) | 377 | 0.00% | $656 | −404 | 0.00% |
| Morgan Stanley | 150 | 0.00% | $261 | – | 0.00% |
| Barclays PLC | 29 | 0.00% | $50 | New | 0.00% |
| Caitong International Asset Management Co., Ltd | 2 | 0.00% | $3 | +1 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | 0M | 4.5% | 3 / 4 | 3 / 5 | 0M | 0M |
| Q1 2026 | 16 | 0M | 5.0% | 8 / 2 | 3 / 4 | 0M | 0M |
| Q4 2025 | 13 | 0M | 5.3% | 5 / 3 | 1 / 3 | 0M | 0M |
| Q3 2025 | 11 | 0M | 4.4% | 3 / 3 | 3 / 4 | 0M | 0M |
| Q2 2025 | 12 | 0M | 5.0% | 6 / 3 | 1 / 3 | 0M | 0M |
| Q1 2025 | 9 | 0M | 4.3% | 0 / 3 | 4 / 6 | 0M | 0M |
| Q4 2024 | 15 | 1M | 5.6% | 4 / 4 | 3 / 1 | 0M | 0M |
| Q3 2024 | 12 | 0M | 4.8% | 3 / 5 | 3 / 2 | 0M | 0M |
| Q2 2024 | 12 | 0M | 4.5% | 5 / 4 | 1 / 3 | 0M | 0M |
| Q1 2024 | 10 | 0M | 4.7% | 1 / 4 | 3 / 3 | 0M | 0M |
| Q4 2023 | 12 | 0M | 4.0% | 2 / 4 | 1 / 3 | 0M | 0M |
| Q3 2023 | 13 | 0M | 3.7% | 4 / 1 | 5 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IPM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 139,605 | 1.55% | $242.91K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 68,550 | 0.76% | $119.28K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 29,371 | 0.33% | $57.27K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 8,477 | 0.09% | $16.53K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 3,698 | 0.04% | $6.66K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 3,101 | 0.03% | $6.05K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 752 | 0.01% | $1.47K | 0.00% | May 31, 2026 |
| Dimensional US Core Equity 1 ETF | 8 | 0.00% | $14 | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason Katz | Chief Executive Officer, Director, 10% owner | 869,068 | 9.62% | May 26, 2026 |
| Kara B. Jenny | Chief Financial Officer, Director | 0 | – | Mar 24, 2026 |
| Jared Mills | President | – | – | Mar 24, 2026 |
| Adam Zalko | Chief Operating Officer | – | – | Mar 24, 2026 |
| Barry Sloane | Director | 5,000 | 0.06% | May 22, 2026 |
| John Silberstein | Director | 156,313 | 1.73% | May 20, 2026 |
| Yoram Abada | Director | 15,500 | 0.17% | May 18, 2026 |
| Sidney E. Rabsatt | Director | – | – | Mar 24, 2026 |
| Lance Laifer | Director | 507,000 | 5.61% | Mar 24, 2026 |
| Katz 2012 Revocable Trust Adam | 10% owner | 1,000,000 | 11.07% | Jun 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jason Katz Chief Executive Officer, Director, 10% owner | May 21, 2026 | Buy | +10,000 | $1.97 | $19.70K | 667,803 |
| Barry Sloane Director | May 21, 2026 | Buy | +5,000 | $1.95 | $9.75K | 5,000 |
| John Silberstein Director | May 19, 2026 | Buy | +1,000 | $1.92 | $1.92K | 156,269 |
| Yoram Abada Director | May 15, 2026 | Buy | +1,000 | $1.89 | $1.89K | 15,500 |
| Katz 2012 Revocable Trust Adam 10% owner | Apr 10, 2026 | Buy | +19,309 | $1.79 | $34.56K | 1,000,000 |
| Katz 2012 Revocable Trust Adam 10% owner | Apr 9, 2026 | Buy | +2,200 | $1.79 | $3.94K | 980,691 |
| Katz 2012 Revocable Trust Adam 10% owner | Apr 8, 2026 | Buy | +19,951 | $1.80 | $35.91K | 978,491 |
| Katz 2012 Revocable Trust Adam 10% owner | Apr 7, 2026 | Buy | +21,512 | $1.80 | $38.72K | 958,540 |
| Jason Katz CEO, President, COO & Chairman, Director | Nov 18, 2024 | Buy | +4,291 | $1.78 | $7.64K | 657,803 |
| Jason Katz CEO, President, COO & Chairman, Director | Nov 15, 2024 | Buy | +2,600 | $1.77 | $4.60K | 653,512 |
| Yoram Abada Director | Nov 15, 2024 | Buy | +3,000 | $1.89 | $5.67K | 14,500 |
| Yoram Abada Director | Sep 6, 2024 | Buy | +2,500 | $3.03 | $7.57K | 11,500 |
| Jason Katz CEO, President, COO & Chairman, Director | Sep 5, 2024 | Buy | +25,000 | $2.73 | $68.25K | 650,912 |
| Crew Delaware Trust B. J. 10% owner | Aug 26, 2024 | Sale(10b5-1 plan) | −4,853 | $4.96 | $24.07K | 1,470,755 |
| Crew Delaware Trust B. J. 10% owner | Aug 23, 2024 | Sale(10b5-1 plan) | −1,800 | $4.96 | $8.93K | 1,475,608 |
| Crew Delaware Trust B. J. 10% owner | Mar 14, 2024 | Sale(10b5-1 plan) | −15 | $4.95 | $74 | 1,477,408 |
| Crew Delaware Trust B. J. 10% owner | Mar 13, 2024 | Sale(10b5-1 plan) | −12,697 | $4.97 | $63.10K | 1,477,423 |
| Crew Delaware Trust B. J. 10% owner | Mar 11, 2024 | Sale(10b5-1 plan) | −2,107 | $4.95 | $10.43K | 1,490,120 |
| Crew Delaware Trust B. J. 10% owner | Feb 28, 2024 | Sale(10b5-1 plan) | −519 | $4.96 | $2.57K | 1,492,227 |
| Crew Delaware Trust B. J. 10% owner | Feb 26, 2024 | Sale(10b5-1 plan) | −894 | $4.96 | $4.43K | 1,492,746 |
| Crew Delaware Trust B. J. 10% owner | Feb 21, 2024 | Sale(10b5-1 plan) | −12,364 | $4.97 | $61.45K | 1,493,640 |
| Crew Delaware Trust B. J. 10% owner | Feb 12, 2024 | Sale(10b5-1 plan) | −4,245 | $4.97 | $21.10K | 1,506,004 |
| Crew Delaware Trust B. J. 10% owner | Feb 7, 2024 | Sale(10b5-1 plan) | −4,300 | $4.97 | $21.37K | 1,510,249 |
| Crew Delaware Trust B. J. 10% owner | Feb 6, 2024 | Sale(10b5-1 plan) | −9,349 | $4.96 | $46.37K | 1,514,549 |
| Crew Delaware Trust B. J. 10% owner | Feb 6, 2024 | Sale | −9,349 | $4.96 | $46.37K | 1,514,549 |
| Crew Delaware Trust B. J. 10% owner | Feb 5, 2024 | Sale(10b5-1 plan) | −12,290 | $5.04 | $61.94K | 1,523,898 |
| Crew Delaware Trust B. J. 10% owner | Feb 5, 2024 | Sale | −12,290 | $5.04 | $61.94K | 1,523,898 |
| Crew Delaware Trust B. J. 10% owner | Feb 2, 2024 | Sale(10b5-1 plan) | −34,567 | $4.99 | $172.49K | 1,536,188 |
| Crew Delaware Trust B. J. 10% owner | Feb 2, 2024 | Sale | −34,567 | $4.99 | $172.49K | 1,536,188 |
| Crew Delaware Trust A. J. 10% owner | Jun 4, 2023 | Gift | −1,570,755 | – | – | 785,377 |
| Crew Delaware Trust A. J. 10% owner | Jun 4, 2023 | Gift | −785,377 | – | – | 0 |
| Jason Katz CEO, President, COO & Chairman, Director | Aug 24, 2022 | Buy | +5,900 | $1.79 | $10.56K | 625,912 |
| Jason Katz CEO, President, COO & Chairman, Director | Aug 23, 2022 | Buy | +9,100 | $1.79 | $16.29K | 620,012 |
| Jason Katz CEO, President, COO & Chairman, Director | Jun 13, 2022 | Buy | +5,000 | $2.07 | $10.35K | 610,912 |
| Jason Katz CEO, President, COO & Chairman, Director | Jun 10, 2022 | Buy | +20,000 | $2.19 | $43.80K | 605,912 |
| Yoram Abada Director | Nov 23, 2021 | Buy | +1,000 | $3.35 | $3.35K | 9,000 |
| Jason Katz CEO, President, COO & Chairman, Director | Nov 22, 2021 | Buy | +5,000 | $3.57 | $17.85K | 585,912 |
| Jason Katz CEO, President, COO & Chairman, Director | Nov 19, 2021 | Buy | +10,000 | $3.88 | $38.80K | 580,912 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 25, 2021 | Buy | +400 | $3.55 | $1.42K | 570,912 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 24, 2021 | Buy | +2,900 | $3.55 | $10.30K | 570,512 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 17, 2021 | Buy | +2,030 | $3.24 | $6.58K | 567,612 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Nov 18, 2020 | Buy | +9,900 | $1.25 | $12.38K | 565,582 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Nov 17, 2020 | Buy | +100 | $1.25 | $125 | 555,682 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 18, 2020 | Buy | +3,660 | $1.35 | $4.94K | 555,582 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 17, 2020 | Buy | +2,340 | $1.34 | $3.14K | 551,922 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 13, 2020 | Buy | +2,000 | $1.50 | $3.00K | 549,582 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Aug 12, 2020 | Buy | +500 | $1.50 | $750 | 547,582 |
| Jason Katz CEO, President, COO & Chairman, Director, 10% owner | Jun 1, 2020 | Buy | +650 | $1.10 | $715 | 547,082 |
| Jason Katz CEO, President, COO, Chairman, Director, 10% owner | May 21, 2020 | Buy | +4,000 | $1.17 | $4.68K | 546,432 |
| Clifford Lerner – | May 21, 2020 | Sale | −7,000 | $1.15 | $8.05K | 682,139 |
| Clifford Lerner – | May 20, 2020 | Sale | −3,000 | $1.37 | $4.11K | 689,139 |
| Clifford Lerner 10% owner | Mar 4, 2020 | Sale | −10,000 | $0.81 | $8.10K | 692,139 |
| Clifford Lerner 10% owner | Feb 19, 2020 | Sale | −900 | $1.27 | $1.14K | 702,139 |
| Clifford Lerner 10% owner | Dec 17, 2019 | Sale | −500 | $1.37 | $685 | 703,039 |
| Clifford Lerner 10% owner | Dec 16, 2019 | Sale | −10,000 | $1.20 | $12.00K | 703,539 |
| Clifford Lerner 10% owner | Nov 25, 2019 | Sale | −1,900 | $1.77 | $3.36K | 713,539 |
| Clifford Lerner 10% owner | Nov 11, 2019 | Sale | −900 | $1.37 | $1.23K | 715,439 |
| Clifford Lerner 10% owner | Nov 5, 2019 | Sale | −10,000 | $1.22 | $12.20K | 716,339 |
| Clifford Lerner 10% owner | Nov 1, 2019 | Sale | −7,399 | $1.38 | $10.21K | 726,339 |
| Jason Katz CHMN of the Board, PRES & COO, Director, 10% owner | Nov 16, 2018 | Buy | +1,500 | $5.25 | $7.88K | 542,432 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.