Stiefel Justin B — SEC Form 4 filings
SEC reporting owner CIK 2044207. 10 Form 4 filings on record with FilingPulse; latest filed 2026-08-03.
Transaction summary — filings shown
Covers all 10 filings on record, filed 2024-11-26 to 2026-08-03. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 1 filing — 5,366 shares, $6,513 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 42.
- Largest priced transaction: purchase of 2,916 shares @ $1.20 ($3,499) in IP STRATEGY HOLDINGS, INC., filed 2025-02-07.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| IP STRATEGY HOLDINGS, INC. (IPST) | CEO & Treasurer, Director | 10 | 2 legs · 5,366 sh · $6,513 | — | 42 |
Form 4 filings — Stiefel Justin B
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-03 | 4 | IP STRATEGY HOLDINGS, INC. (IPST) | Option exercise (M): 1,459 · Tax withholding (F): 433 @ $2.16 · Option exercise (M): 209 · Tax withholding (F): 62 @ $2.16 · Option exercise (M): 1,459 (derivative) @ $0 · Option exercise (M): 209 (derivative) @ $0 | EDGAR |
| 2026-05-05 | 4 | IP STRATEGY HOLDINGS, INC. (IPST) | Option exercise (M): 1,458 · Tax withholding (F): 433 @ $5.50 · Option exercise (M): 208 · Tax withholding (F): 62 @ $5.50 · Option exercise (M): 1,458 (derivative) @ $0 · Option exercise (M): 208 (derivative) @ $0 | EDGAR |
| 2026-05-01 | 4/A | IP STRATEGY HOLDINGS, INC. (IPST) | Option exercise (M): 58,333 · Tax withholding (F): 17,296 @ $1.08 · Option exercise (M): 8,333 · Tax withholding (F): 2,471 @ $1.08 · Option exercise (M): 58,333 (derivative) @ $0 · Option exercise (M): 8,333 (derivative) @ $0 | EDGAR |
| 2026-02-03 | 4 | Heritage Distilling Holding Company, Inc. (IPST) | Option exercise (M): 58,333 · Tax withholding (F): 17,296 @ $1.08 · Option exercise (M): 58,333 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | Heritage Distilling Holding Company, Inc. (IPST) | Grant/award (A): 175,000 (derivative) @ $0 · Grant/award (A): 25,000 (derivative) @ $0 | EDGAR |
| 2025-09-22 | 4 | Heritage Distilling Holding Company, Inc. (CASK) | Option exercise (M): 3,309,615 @ $0.00 · Option exercise (M): 3,309,615 (derivative) @ $0.60 | EDGAR |
| 2025-08-19 | 4 | Heritage Distilling Holding Company, Inc. (CASK) | Purchase (P): 3,309,615 (derivative) @ $0.60 | EDGAR |
| 2025-05-27 | 4 | Heritage Distilling Holding Company, Inc. (CASK) | Option exercise (M): 240,306 @ $0.53 · Option exercise (M): 42,000 @ $0.53 · Option exercise (M): 220,989 @ $0.53 · Option exercise (M): 42,000 @ $0.54 · Grant/award (A): 193,268 (derivative) @ $0 · Grant/award (A): 47,038 (derivative) @ $0 · +6 more | EDGAR |
| 2025-02-07 | 4 | Heritage Distilling Holding Company, Inc. (CASK) | Purchase (P): 2,916 @ $1.20 · Purchase (P): 2,450 @ $1.23 | EDGAR |
| 2024-11-26 | 4 | Heritage Distilling Holding Company, Inc. (CASK) | Option exercise (M): 27,000 @ $0 · Option exercise (M): 27,000 @ $0 · Option exercise (M): 27,000 (derivative) @ $0 · Option exercise (M): 27,000 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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