Ip Strategy Holdings's top three insider shareholders as of May 30, 2026 are Justin B Stiefel (Ceo Treasurer, 3.31Mn shares), Justin B Stiefel (Ceo Treasurer, 330.28K shares), Jennifer D H Stiefel (President Secretary, 325.92K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael Carrosino | Evp Of Finance Cfo | 36,942 | 0 | 03 Feb, 2026 |
| Christopher H Smith | - | 104,500 | 0 | 27 May, 2025 |
| Troy Alstead | - | 114,500 | 0 | 27 May, 2025 |
| Andrew M. Varga | - | 0 | 300,000 | 22 Sep, 2025 |
| Justin B Stiefel | Ceo Treasurer | 0 | 3,309,615 | 22 Sep, 2025 |
| Eric S Trevan | - | 107,394 | 0 | 27 May, 2025 |
| Jennifer D H Stiefel | President Secretary | 0 | 325,921 | 27 May, 2025 |
| Danielle B Perkins | Svp Of Wholesale Operations | 7,875 | 0 | 06 Apr, 2026 |
| Jeffrey P Wensel | - | 151,443 | 0 | 27 May, 2025 |
| Beth A Marker | Svp Of Retail Operations | 7,940 | 0 | 06 Apr, 2026 |
| Matthew J Swann | - | 119,065 | 0 | 19 Aug, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 02 Apr, 2026 | Beth A Marker | Common Stock | A | 1,875 | - | 8,496 | D | M |
| 02 Apr, 2026 | Danielle B Perkins | Common Stock | A | 1,875 | - | 8,648 | D | M |
| 02 Apr, 2026 | Danielle B Perkins | Common Stock | D | 773 | $0.24 | 7,875 | D | F |
| 02 Apr, 2026 | Beth A Marker | Common Stock | D | 556 | $0.24 | 7,940 | D | F |
| 02 Apr, 2026 | Beth A Marker | Restricted Stock Units | D | 1,875 | $0.00 | 11,250 | D | M |
| 02 Apr, 2026 | Danielle B Perkins | Restricted Stock Units | D | 1,875 | $0.00 | 11,250 | D | M |
| 02 Feb, 2026 | Beth A Marker | Common Stock | A | 1,875 | - | 7,177 | D | M |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | A | 8,333 | - | 24,724 | D | M |
| 02 Feb, 2026 | Michael Carrosino | Common Stock | A | 7,500 | - | 28,746 | D | M |
| 02 Feb, 2026 | Justin B Stiefel | Common Stock | A | 58,333 | - | 74,482 | D | M |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | A | 8,333 | - | 24,724 | D | M |
| 02 Feb, 2026 | Justin B Stiefel | Common Stock | A | 58,333 | - | 74,482 | D | M |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | A | 8,333 | - | 24,724 | D | M |
| 02 Feb, 2026 | Justin B Stiefel | Common Stock | A | 58,333 | - | 74,482 | D | M |
| 02 Feb, 2026 | Danielle B Perkins | Common Stock | A | 1,875 | - | 7,521 | D | M |
| 02 Feb, 2026 | Justin B Stiefel | Common Stock | D | 17,296 | $1.08 | 57,186 | D | F |
| 02 Feb, 2026 | Beth A Marker | Common Stock | D | 556 | $1.08 | 6,621 | D | F |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | D | 2,471 | $1.08 | 22,253 | D | F |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | D | 2,471 | $1.08 | 22,253 | D | F |
| 02 Feb, 2026 | Jennifer D H Stiefel | Common Stock | D | 2,471 | $1.08 | 22,253 | D | F |