IPM on Nasdaq
INTELLIGENT PROTECTION MANAGEMENT CORP.
INTELLIGENT PROTECTION MANAGEMENT CORP. is an American computer programming, data processing services company.1 It is headquartered in Jericho, New York.1 Its shares trade on Nasdaq under the symbol IPM.1
Price unavailable
Last updated Oct 20, 2026.
Overview
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Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Technology Service brought in 63% of the revenue INTELLIGENT PROTECTION MANAGEMENT CORP. broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2024 | 2025 |
|---|---|---|
| Technology Service | $14.8M | |
| Procurement Revenue | $5.4M | |
| Professional Liability Insurance | $2.3M | |
| Subscription and Circulation | $1.1M | $1.1M |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Cost of revenue48¢$11.3M
- Other costs42¢$10.0M
- Income tax10¢$2.3M
Out of $23.6M in revenue.3 The company lost money this year.
Where each dollar of operating cash went, fiscal 2025
- Capital spending26¢$280.1K
- Share buybacks37¢$400.0K
- Kept or used elsewhere37¢$396.6K
Out of $1.1M of cash from operations.3
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.3
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Total revenue | $23.6M | $1.1M | |
| Costs of revenue | $11.3M | $262.9K | |
| Sales, marketing and product development expense (includes $344,365 in 2025 of related party expense) | $3.3M | $277.2K | |
| General and administrative expense | $10.5M | $4.9M | |
| Depreciation and amortization | $2.5M | $821.7K | |
| Litigation expenses relating to the Cisco ManyCam Litigation | $717.8K | ||
| Total costs and expenses | $28.3M | $6.2M | |
| Operating loss from continuing operations | -$4.7M | -$5.1M | |
| Interest income, net | $340.8K | $569.0K | |
| Other income, net | $95.0K | $146.3K | $343.0K |
| Loss from continuing operations before income tax benefit | -$4.3M | -$4.4M | |
| Income tax benefit | $2.3M | $137.6K | |
| Net loss from continuing operations | -$2.0M | -$4.3M | |
| Loss from discontinued operations | -$4.2M | ||
| Net loss | -$2.0M | -$8.4M | |
| Basic continuing operations (in Dollars per share) | -$0 | -$0 | |
| Diluted continuing operations (in Dollars per share) | -$0 | -$0 | |
| Basic discontinued operations (in Dollars per share) | -$0 | ||
| Diluted discontinued operations (in Dollars per share) | -$0 | ||
| Basic net loss per share (in Dollars per share) | -$0.15 | -$0.91 | |
| Diluted net loss per share (in Dollars per share) | -$0.15 | -$0.91 | |
| Weighted average number of shares, Basic (in Shares) | 13.1M shares | 9.2M shares | |
| Weighted average number of shares, Diluted (in Shares) | 13.1M shares | 9.2M shares | |
| Sales, marketing and product development expense, related party expense | $344.4K | ||
| Net of income tax expense | $24.4K | $24.4K |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.3
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $5.6M | $10.6M | |
| Cash and cash equivalent (on deposit with related party) | $1.8M | ||
| Cash and cash equivalents restricted cash (on deposit with related party) | $1.0M | ||
| Accounts receivable, net of allowance of $100,000 | $1.6M | ||
| Prepaid expense and other current assets | $1.4M | $462.4K | |
| Employee retention tax credit receivable, net | $114.2K | ||
| Assets held for sale - current | $72.9K | ||
| Total current assets | $11.5M | $11.2M | |
| Property and equipment, net | $550.6K | ||
| Intangible assets, net | $7.7M | $1.9M | |
| Goodwill | $4.6M | $5.5M | |
| Assets held for sale - noncurrent | $2.7M | ||
| Operating lease right-of-use assets, net | $1.1M | $74.5K | |
| Other assets | $602.7K | $13.9K | |
| Total assets | $26.0M | $15.9M | |
| Accounts payable | $1.6M | $380.3K | |
| Accrued expenses and other current liabilities | $1.0M | $509.8K | |
| Operating lease liabilities, current portion | $756.6K | $74.5K | |
| Deferred subscription revenue | $3.9M | $555.0K | |
| Liabilities held for sale - current | $2.0M | ||
| Total current liabilities | $7.3M | $3.5M | |
| Operating lease liabilities, non-current portion | $387.9K | ||
| Deferred tax liability | $148.9K | $429.0K | |
| Total liabilities | $7.9M | $4.0M | |
| Series A Preferred Stock, $0.001 par value, 9,000,000 authorized, 4,000,000 and 0 shares outstanding as of December 31, 2025 and 2024, respectively | $4.0K | ||
| Common stock, $0.001 par value, 50,000,000 shares authorized, 9,878,950 shares issued and 9,085,729 and 9,236,987 shares outstanding as of December 31, 2025 and 2024, respectively | $9.9K | $9.9K | |
| Treasury stock, 793,221 and 641,963 shares repurchased as of December 31, 2025 and 2024, respectively | -$1.5M | -$1.2M | |
| Additional paid-in capital | $44.9M | $36.4M | |
| Accumulated deficit | -$25.3M | -$23.3M | |
| Total stockholders equity | $18.2M | $11.9M | $20.1M |
| Total liabilities and stockholders equity | $26.0M | $15.9M | |
| Accounts receivable, net of allowance | $100.0K | $100.0K | |
| Preferred stock, shares authorized (in Shares) | 9.0M shares | ||
| Common stock, par value (in Dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in Shares) | 50.0M shares | 50.0M shares | |
| Common stock, shares issued (in Shares) | 9.9M shares | 9.9M shares | |
| Common stock, shares outstanding (in Shares) | 9.1M shares | 9.2M shares | |
| Treasury stock, shares repurchased (in Shares) | 793.2K shares | 642.0K shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $5.6M | $10.6M | |
| Cash and cash equivalent (on deposit with related party) | $1.8M | ||
| Cash and cash equivalents restricted cash (on deposit with related party) | $1.0M | ||
| Accounts receivable, net of allowance of $100,000 | $1.6M | ||
| Prepaid expense and other current assets | $1.4M | $462.4K | |
| Employee retention tax credit receivable, net | $114.2K | ||
| Assets held for sale - current | $72.9K | ||
| Total current assets | $11.5M | $11.2M | |
| Property and equipment, net | $550.6K | ||
| Intangible assets, net | $7.7M | $1.9M | |
| Goodwill | $4.6M | $5.5M | |
| Assets held for sale - noncurrent | $2.7M | ||
| Operating lease right-of-use assets, net | $1.1M | $74.5K | |
| Other assets | $602.7K | $13.9K | |
| Total assets | $26.0M | $15.9M | |
| Accounts payable | $1.6M | $380.3K | |
| Accrued expenses and other current liabilities | $1.0M | $509.8K | |
| Operating lease liabilities, current portion | $756.6K | $74.5K | |
| Deferred subscription revenue | $3.9M | $555.0K | |
| Liabilities held for sale - current | $2.0M | ||
| Total current liabilities | $7.3M | $3.5M | |
| Operating lease liabilities, non-current portion | $387.9K | ||
| Deferred tax liability | $148.9K | $429.0K | |
| Total liabilities | $7.9M | $4.0M | |
| Series A Preferred Stock, $0.001 par value, 9,000,000 authorized, 4,000,000 and 0 shares outstanding as of December 31, 2025 and 2024, respectively | $4.0K | ||
| Common stock, $0.001 par value, 50,000,000 shares authorized, 9,878,950 shares issued and 9,085,729 and 9,236,987 shares outstanding as of December 31, 2025 and 2024, respectively | $9.9K | $9.9K | |
| Treasury stock, 793,221 and 641,963 shares repurchased as of December 31, 2025 and 2024, respectively | -$1.5M | -$1.2M | |
| Additional paid-in capital | $44.9M | $36.4M | |
| Accumulated deficit | -$25.3M | -$23.3M | |
| Total stockholders equity | $18.2M | $11.9M | $20.1M |
| Total liabilities and stockholders equity | $26.0M | $15.9M | |
| Accounts receivable, net of allowance | $100.0K | $100.0K | |
| Preferred stock, shares authorized (in Shares) | 9.0M shares | ||
| Common stock, par value (in Dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in Shares) | 50.0M shares | 50.0M shares | |
| Common stock, shares issued (in Shares) | 9.9M shares | 9.9M shares | |
| Common stock, shares outstanding (in Shares) | 9.1M shares | 9.2M shares | |
| Treasury stock, shares repurchased (in Shares) | 793.2K shares | 642.0K shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.3
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net loss | -$2.0M | -$8.4M |
| Net loss from discontinued operations | $4.2M | |
| Net loss from continuing operations | -$2.0M | -$4.3M |
| Amortization of intangible assets | $2.1M | $821.7K |
| Amortization of operating lease right-of-use assets | $415.7K | $83.7K |
| Depreciation of property and equipment | $467.6K | |
| Income tax liability | -$2.3M | -$71.8K |
| Deferred tax liability | -$137.6K | |
| Stock-based compensation | $343.9K | $151.4K |
| Allowance for credit losses | $3.4K | |
| Accounts receivable | $2.2M | |
| Operating lease liability | -$411.4K | -$83.7K |
| Employee retention tax credit receivable, net | $114.2K | |
| Prepaid expense and other current assets | -$466.3K | $95.3K |
| Other assets | -$588.8K | |
| Accounts payable, accrued expenses and other current liabilities, related party | $1.4M | $737.3K |
| Deferred subscription revenue | -$126.9K | $10.6K |
| Net cash provided by (used in) operating activities continuing operations | $1.1M | -$2.7M |
| Net cash used in operating activities discontinued operations | -$357.6K | |
| Net cash provided by (used in) operating activities | $1.1M | -$3.0M |
| Cash paid for acquisition of NTS | -$4.0M | |
| Purchases of fixed assets | -$280.1K | |
| Net cash used in investing activities | -$4.3M | |
| Proceeds from sale of Transferred Assets | $1.4M | |
| Purchase of treasury stock | -$301.0K | |
| Proceeds from exercise of employee stock options | $39.8K | |
| Net cash provided by financing activities | $1.0M | $39.8K |
| Net decrease in cash and cash equivalents | -$2.2M | -$3.0M |
| Non-cash portion of consideration for acquisition of NTS (Series A Preferred Stock issuance) | $8.2M |
No quarter-by-quarter statement was filed.
Compare INTELLIGENT PROTECTION MANAGEMENT CORP. with another company
Corporate structure
INTELLIGENT PROTECTION MANAGEMENT CORP. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of INTELLIGENT PROTECTION MANAGEMENT CORP.
- Adam Katz 2012 Revocable Trust Filed SCHEDULE 13G/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Jun 8, 2026 (2 filings since Jun 14, 2023)
- J. Crew Delaware Trust B Filed SC 13G/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Nov 14, 2024 (2 filings since Jun 14, 2023)
- Jason Katz Filed SC 13D/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Aug 13, 2024 (2 filings since Oct 21, 2021)
- J. Crew Delaware Trust A Filed SC 13D/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Jun 7, 2023 (2 filings since Oct 22, 2021)
- Jen-Jen Yeh Filed SC 13G/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Jan 7, 2022
- Perry Scherer Filed SC 13G/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Jan 7, 2022
- Lance Laifer Filed SC 13D/A on INTELLIGENT PROTECTION MANAGEMENT CORP., latest Oct 22, 2021
- INTELLIGENT PROTECTION MANAGEMENT CORP. Jericho, New York
Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What INTELLIGENT PROTECTION MANAGEMENT CORP. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $1.2M3 Dec 31, 2025 | $4.0M5 Dec 31, 2021 | −71.0% |
| Accumulated depreciation | $606.5K3 Dec 31, 2025 | $3.9M5 Dec 31, 2021 | −84.5% |
| Property and equipment, net | $550.6K3 Dec 31, 2025 | $69.6K6 Dec 31, 2021 | +691.1% |
| Operating-lease assets (leased space) | $1.1M3 Dec 31, 2025 | $74.5K3 Dec 31, 2024 | +1430.7% |
Investments
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $4.6M3 Dec 31, 2025 | $5.5M3 Jan 2, 2025 | −17.4% |
| Intangible assets, net (excluding goodwill) | $7.7M3 Dec 31, 2025 | $1.9M3 Dec 31, 2024 | +310.0% |
| Finite-lived intangibles, gross | $11.9M3 Dec 31, 2025 | $8.8M3 Dec 31, 2024 | +35.0% |
| Accumulated amortization | -$4.2M3 Dec 31, 2025 | -$6.9M3 Dec 31, 2024 | +39.7% |
| Finite-lived intangibles, net | $7.7M3 Dec 31, 2025 | $1.9M3 Dec 31, 2024 | +310.0% |
Properties, in its own words
Our principal executive office is located at 30 Jericho Executive Plaza in Jericho, New York 11753. The lease for the 30 Jericho Executive Plaza office space expires on November 30, 2026. We operate a secure private cloud from private suites in completely isolated areas that are leased within two Tier 3 data center facilities located in Phoenix, Arizona, and Edison, New Jersey. As of December 31, 2025, the license agreements extended until 2027 and 2026, respectively. Subsequent to year end, we amended our agreement with the data center in Phoenix through August 31, 2032. With respect to the data center facility in Edison, New Jersey, we expect to either enter into a lease extension by the end of the lease term or lease private suites at another Tier 3 data center facility.
We currently do not own any real property.
Item 2 of the 10-K filed Mar 17, 2026.12
Leadership
Who has led INTELLIGENT PROTECTION MANAGEMENT CORP., and when. Pick a name to see everywhere that person has worked.
Chief financial officer
Chief operating officer
- Chief executive officerJason Katz May 22, 2020 to now13
- Chief executive officerAlexander Harrington Oct 15, 2015 to May 9, 201714
- Chief executive officerClifford Lerner Aug 23, 2006 to Apr 12, 201315
- ChairJason Katz May 22, 2020 to now13
- ChairClifford Lerner Aug 23, 2006 to Aug 23, 200615
- PresidentJared Mills Jan 8, 2025 to now16
- PresidentJason Katz May 22, 2020 to Nov 19, 202413
- PresidentClifford Lerner Mar 4, 2011 to Mar 7, 201617
- Chief financial officerKara B. Jenny Dec 11, 2019 to now18
- Chief financial officerJudy Krandel Nov 17, 2016 to May 8, 201919
- Chief financial officerAlexander Harrington Jun 19, 2014 to Mar 7, 201620
- Chief financial officerJon D. Pedersen Sr. Nov 9, 2011 to Mar 7, 201421
- Chief financial officerClifford Lerner Aug 23, 2006 to Mar 4, 201115
- Chief operating officerAdam Zalko Jan 8, 2025 to now22
- Chief operating officerJason Katz Oct 12, 2016 to Nov 19, 202423
- Chief operating officerAlexander Harrington Mar 7, 2014 to Jun 19, 201424
Board members and other officers (16)
- Vice President of EngineeringAdam Zalko Jan 19, 2022 to Mar 29, 202325
- Chief Product OfficerArash Vakil Oct 12, 2016 to Nov 20, 201726
- Chief Technology OfficerEric Sackowitz Oct 12, 2016 to Jun 12, 201827
- Board memberSidney E. Rabsatt Jan 8, 2025 to now28
- Board memberKara B. Jenny Mar 30, 2022 to now29
- Board memberMichael Gwynne Jones Nov 9, 2017 to Nov 9, 201730
- Board memberJudy Krandel Mar 7, 2016 to Mar 7, 201631
- Board memberJason Katz Oct 12, 2016 to now23
- Board memberJohn Silberstein Oct 12, 2016 to now32
- Board memberLance Laifer Oct 12, 2016 to now33
- Board memberMichael Levit Oct 12, 2016 to Mar 27, 202034
- Board memberRami Abada Oct 12, 2016 to now35
- Board memberSteven R. Fox May 27, 2015 to Jul 29, 201636
- Board memberNeil Foster Dec 15, 2015 to Dec 15, 201537
- Board memberAlexander Harrington Jun 19, 2014 to May 9, 201720
- Board memberClifford Lerner Mar 4, 2011 to May 10, 201817
Former names
Timeline
- Aug 11, 20268-K Results of operations38
- May 12, 20268-K Results of operations39
- May 8, 20268-K Shareholder vote40
- Mar 20, 20268-K Regulation FD disclosure41
- Mar 17, 20268-K Results of operations42
- Nov 12, 20258-K Results of operations43
- Aug 12, 20258-K Results of operations44
- May 14, 20258-K Results of operations; Other events45
- May 9, 20258-K Executive or director change; Shareholder vote46
- Apr 16, 20258-K Entered a material agreement; New debt or obligation47
- Mar 24, 20258-K Results of operations48
- Feb 14, 20258-K Director nominations; Other events49
- May 22, 2020New chief executive Jason Katz becomes CEO13
- Oct 15, 2015New chief executive Alexander Harrington becomes CEO14
- Aug 23, 2006New chief executive Clifford Lerner becomes CEO15
Calendar
Coming up
- Nov 11, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported ($0.08) a share, on Nov 12, 2025.50
When it reported results
- Aug 11, 2026Reported quarterly or annual results38
- May 12, 2026Reported quarterly or annual results39
- Mar 17, 2026Reported quarterly or annual results42
- Nov 12, 2025Reported quarterly or annual results43
- Aug 12, 2025Reported quarterly or annual results44
- May 14, 2025Reported quarterly or annual results45
- Mar 24, 2025Reported quarterly or annual results48
- Nov 12, 2024Reported quarterly or annual results51
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
178 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 48 major events, 66 insider forms, 11 large holders, 33 other. The latest 20:
- Aug 11, 202610-Q QUARTERLY REPORT EDGAR
- Aug 11, 20268-K CURRENT REPORT EDGAR
- Jun 18, 2026EFFECT EDGAR
- Jun 12, 2026S-3 REGISTRATION STATEMENT EDGAR
- Jun 9, 20264 EDGAR
- Jun 8, 20263 EDGAR
- Jun 8, 2026SCHEDULE 13G/A EDGAR
- May 26, 20264 EDGAR
- May 22, 20264 EDGAR
- May 20, 20264 EDGAR
- May 18, 20264 EDGAR
- May 12, 202610-Q QUARTERLY REPORT EDGAR
- May 12, 20268-K CURRENT REPORT EDGAR
- May 8, 20268-K CURRENT REPORT EDGAR
- Apr 15, 2026ARS ANNUAL REPORT EDGAR
- Apr 15, 2026DEF 14A PROXY STATEMENT EDGAR
- Mar 24, 20264 EDGAR
- Mar 24, 20264 EDGAR
- Mar 24, 20264 EDGAR
- Mar 24, 20264 EDGAR
The 178 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
36 open-market trades by officers, directors and large owners since October 2021: 20 buys and 16 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| May 21, 2026 | Katz JasonChief Executive Officer | Buy | 10,000 | $1.97 | $19.7K | Form 4 |
| May 21, 2026 | SLOANE BARRYDirector | Buy | 5,000 | $1.95 | $9.8K | Form 4 |
| May 19, 2026 | Silberstein JohnDirector | Buy | 1,000 | $1.92 | $1.9K | Form 4 |
| May 15, 2026 | Abada YoramDirector | Buy | 1,000 | $1.89 | $1.9K | Form 4 |
| Apr 10, 2026 | Adam Katz 2012 Revocable Trust10% owner | Buy | 19,309 | $1.79 | $34.6K | Form 4 |
| Apr 9, 2026 | Adam Katz 2012 Revocable Trust10% owner | Buy | 2,200 | $1.79 | $3.9K | Form 4 |
| Apr 8, 2026 | Adam Katz 2012 Revocable Trust10% owner | Buy | 19,951 | $1.80 | $35.9K | Form 4 |
| Apr 7, 2026 | Adam Katz 2012 Revocable Trust10% owner | Buy | 21,512 | $1.80 | $38.7K | Form 4 |
| Nov 18, 2024 | Katz JasonChief Executive Officer | Buy | 4,291 | $1.78 | $7.6K | Form 4 |
| Nov 15, 2024 | Katz JasonChief Executive Officer | Buy | 2,600 | $1.77 | $4.6K | Form 4 |
| Nov 15, 2024 | Abada YoramDirector | Buy | 3,000 | $1.89 | $5.7K | Form 4 |
| Sep 6, 2024 | Abada YoramDirector | Buy | 2,500 | $3.03 | $7.6K | Form 4 |
| Sep 5, 2024 | Katz JasonChief Executive Officer | Buy | 25,000 | $2.73 | $68.2K | Form 4 |
| Aug 26, 2024 | J. Crew Delaware Trust B10% owner | Sale | 4,853 | $4.96 | $24.1K | Form 4 |
| Aug 23, 2024 | J. Crew Delaware Trust B10% owner | Sale | 1,800 | $4.96 | $8.9K | Form 4 |
| Mar 14, 2024 | J. Crew Delaware Trust B10% owner | Sale | 15 | $4.95 | $74 | Form 4 |
| Mar 13, 2024 | J. Crew Delaware Trust B10% owner | Sale | 12,697 | $4.97 | $63.1K | Form 4 |
| Mar 11, 2024 | J. Crew Delaware Trust B10% owner | Sale | 2,107 | $4.95 | $10.4K | Form 4 |
| Feb 28, 2024 | J. Crew Delaware Trust B10% owner | Sale | 519 | $4.96 | $2.6K | Form 4 |
| Feb 26, 2024 | J. Crew Delaware Trust B10% owner | Sale | 894 | $4.96 | $4.4K | Form 4 |
All 36 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Adam Katz 2012 Revocable TrustSCHEDULE 13G/A, 2 filings Jun 14, 2023 to Jun 8, 202652
- J. Crew Delaware Trust BSC 13G/A, 2 filings Jun 14, 2023 to Nov 14, 202453
- Jason KatzSC 13D/A, 2 filings Oct 21, 2021 to Aug 13, 202454
- J. Crew Delaware Trust ASC 13D/A, 2 filings Oct 22, 2021 to Jun 7, 202355
- Jen-Jen YehSC 13G/A, 1 filing Jan 7, 202256
- Perry SchererSC 13G/A, 1 filing Jan 7, 202257
- Lance LaiferSC 13D/A, 1 filing Oct 22, 202158
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Jared Mills | 53 | $325.0K | $599.0K59 |
| 2025 | Kara Jenny | 57 | $310.0K | $513.5K59 |
| 2025 | Adam Zalko | 41 | $265.0K | $347.2K59 |
| 2025 | Jason Katz | 63 | $225.0K | $276.0K59 |
| 2024 | Chief Financial Officer | $285.0K | $290.9K59 | |
| 2024 | Chief Operating Officer | $225.0K | $232.7K59 | |
| 2024 | Chief Executive Officer | $225.0K | $231.6K59 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Vanguard Capital Management LLC | 208,155 | $362.2K | 0.0% | No change |
| Renaissance Technologies LLC | 45,600 | $79.3K | 0.0% | +4,300 |
| Geode Capital Management, LLC | 42,407 | $73.8K | 0.0% | −9,012 |
| Two Sigma Investments, LP | 38,577 | $67.1K | 0.0% | No change |
| Vanguard Fiduciary Trust Co | 31,235 | $54.3K | 0.0% | −3,051 |
| Citadel Advisors LLC | 18,548 | $32.3K | 0.0% | New |
| State Street Corp | 17,488 | $30.4K | 0.0% | No change |
| Allied Private Wealth LLC | 2,200 | $3.7K | 0.0% | New |
| Citigroup Inc | 1,497 | $2.6K | 0.0% | +1,496 |
| UBS Group AG | 854 | $1.5K | 0.0% | +254 |
| Tower Research Capital LLC (TRC) | 377 | $656 | 0.0% | −404 |
| Morgan Stanley | 150 | $261 | 0.0% | No change |
| Barclays PLC | 29 | $50 | 0.0% | New |
| Caitong International Asset Management Co., Ltd | 2 | $3 | 0.0% | +1 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How INTELLIGENT PROTECTION MANAGEMENT CORP. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARINTELLIGENT PROTECTION MANAGEMENT CORP.1
- CIK0001355839
- Employer ID (EIN)20-319184712
- Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; not a shell company12
- Incorporated inDelaware12
- Fiscal year endsDecember 311
- Industry code (SIC)7370 Services-Computer Programming, Data Processing, Etc.1
- SEC reviewing officeOffice of Technology, Division of Corporation Finance1
- Business address30 Jericho Executive Plaza, Suite 400E, Jericho, NY 117531
- Phone(212) 594-50501
- Shares outstanding9,035,729 as of Aug 10, 202610
- Public float$14.6M as of Jun 30, 202512
- AuditorGrassi & Co., CPAs, P.C., Jericho, NY PCAOB ID 606; no auditor attestation of internal control over financial reporting12
- On EDGAR sinceMar 14, 20061
- Filings640 in all: 8-K (174), 4 (135), 10-Q (56), 424B3 (43), 3 (24), SC 13D/A (22), 10-K (18), DEF 14A (15)1
All 50 form types
EFFECT (13), CORRESP (10), S-1/A (10), DEFA14A (9), ARS (8), UPLOAD (7), D (6), POS AM (6), PRE 14A (6), SC 13G/A (6), 10QSB (5), S-8 (5), SC 13D (5), SC 13G (5), CERT (4), S-1 (4), 425 (3), NT 10-Q (3), S-3 (3), SB-2/A (3), 10-Q/A (2), 10KSB (2), 4/A (2), 424B1 (2), 424B5 (2), 8-A12B (2), 8-A12B/A (2), 8-K/A (2), RW (2), SB-2 (2), 10-K/A (1), 424B4 (1), 8-A12G (1), CT ORDER (1), DEF 14C (1), DEFM14A (1), FWP (1), PRE 14C (1), PREM14A (1), S-8 POS (1), SC 14F1 (1), SCHEDULE 13G/A (1)
- Latest filingsAnnual report (10-K) Mar 17, 2026
Quarterly report (10-Q) Aug 11, 2026
Proxy statement (DEF 14A) Apr 15, 2026
Latest 8-K (8-K) Aug 11, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, $0.001 par value | IPM | Nasdaq |
From the cover page of the 10-K filed Mar 17, 2026 (Section 12(b) of the Exchange Act).12
Risk factors and legal proceedings
The risks INTELLIGENT PROTECTION MANAGEMENT CORP. names in Item 1A of its 10-K filed Mar 17, 2026: 27 risks under these headings, as written.12
- Risks Related to Our Business
- We could be adversely affected by information security breaches or cyber security attacks.
- We rely on third-party license agreements with the owners of the Data Centers to operate our secure private cloud which, if terminated, could have an adverse material effect on our business.
- We operate in a highly competitive industry in which technological change can be rapid.
- We rely on a limited number of customers for a material portion of our revenues and income.
- Our technology solutions business depends on the efficient and uninterrupted operation of our Data Centers and computer and communications hardware systems and infrastructure.
- Failure to have reliable Internet, telecommunications and fiber optic network connectivity and capacity from third-party providers may adversely affect our results of operations.
- Real or perceived errors, failures or bugs in our customer solutions, software or technology could adversely affect our business, financial condition and results of operations.
- If we are unable to attract new customers, retain existing customers and sell additional services at comparable gross margins to customers, our revenue and results of operations could be adversely affected.
- Our business depends on Microsoft Corporation and others for the licenses to use software and other intellectual property in the managed technology solutions business.
- If we fail to hire and retain qualified employees and management personnel, our strategies and our business could be harmed.
- Our future success is dependent, in part, on the performance and continued service of our executive officers. Without their continued service, we may be forced to interrupt or eventually cease our operations.
The other 16 risks
- Because we recognize revenue from subscriptions over the term of the subscription, the full impact of downturns or upturns in subscription sales may not be immediately reflected in our results of operations or financial condition.
- Our business is affected by general economic conditions, including inflation, and uncertainties affecting markets in which we operate, and economic volatility could adversely impact our business.
- We may need additional capital to execute our business plan. If we are not able to obtain additional financing, it could have a material adverse effect on our business, results of operations or financial condition.
- We may make or attempt to make acquisitions in the future, which could require significant management attention, disrupt our business, dilute our stockholders and significantly harm our business.
- IPM currently benefits from Newtek’s referral network, and we expect to rely on Newtek’s referral network in the future.
- Legal and Regulatory Risks
- Customers could potentially expose us to lawsuits for their lost profits or damages, which could impair our results of operations.
- As a technology service provider to U.S. financial institutions, we are subject to regulation, supervision, and enforcement authority of numerous governmental and regulatory bodies in the jurisdictions in which we operate, which includes banking regulators.
- Government regulation is continuously evolving and, depending on its evolution, may adversely affect our business, financial condition and results of operations.
- Risks Related to Our Intellectual Property
- If we are unable to protect our intellectual property rights, we may be unable to compete with competitors developing similar technologies.
- Intellectual property infringement claims against us could cause us to incur significant expenses, pay substantial damages or royalties and prevent us from offering our products and solutions.
- Risks Related to Ownership of Our Common Stock
- Our common stock is historically thinly traded, stockholders may be unable to sell at or near ask prices or at all and the price of our common stock may be volatile.
- The ownership of our common stock is significantly concentrated in a small number of investors, some of whom are affiliated with our Board and management, which could prevent stockholders from having input on the course of our operations or otherwise lead to actual or potential conflicts of interest.
- Our results of operations are volatile and difficult to predict, and our stock price may decline if we fail to meet the expectations of stockholders.
- Investor relations activities, nominal “float” and supply and demand factors may affect the price of our common stock.
- If we are not able to comply with the applicable continued listing requirements or standards of Nasdaq, Nasdaq could delist our securities.
- Shares issuable upon conversion of the Series A Preferred Stock, could depress our stock price.
Legal proceedings
Cisco WebEx Litigation
On July 23, 2021, a wholly owned subsidiary of the Company, Paltalk Holdings, Inc., filed a patent infringement lawsuit (the “Lawsuit”) against WebEx Communications, Inc., Cisco WebEx LLC, and Cisco Systems, Inc. (collectively, “Cisco”), in the U.S. District Court for the Western District of Texas (the “Trial Court”). The Company alleged that certain of Cisco’s products have infringed U.S. Patent No. 6,683,858, and that the Company was entitled to damages.
On August 29, 2024, the jury awarded the Company $65.7 million (the “Award”) in a jury verdict in connection with the Lawsuit. On October 8, 2024, an order granting a motion for final judgment (the “Final Judgment”) was entered into in the Trial Court in connection with the Lawsuit in favor of the Company in the amount of the Award and started the time for filing any post-trial motions or appeal.
In response to the Final Judgment, Cisco filed a motion for Judgment as a Matter of Law (“JMOL”) with the Trial Court. On August 27, 2025, the Trial Court denied Cisco’s JMOL as to validity and infringement. However, the Trial Court granted Cisco’s motion for a new trial with respect to damages. On October 29, 2025, the Trial Court ordered a motions hearing set for November 12, 2025 to consider the Company’s motion for reconsideration; however, on November 11, 2025, the Trial Court denied the Company’s motion for reconsideration.
The opening of Item 3, Legal Proceedings.12
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 13SEC EDGARJason Katz, Chief executive officer
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- 16SEC EDGARJared Mills, President
- 17SEC EDGARClifford Lerner, President
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- 22SEC EDGARAdam Zalko, Chief operating officer
- 23SEC EDGARJason Katz, Chief operating officer
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- 26SEC EDGARArash Vakil, Chief Product Officer
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- 28SEC EDGARSidney E. Rabsatt, Board member
- 29SEC EDGARKara B. Jenny, Board member
- 30SEC EDGARMichael Gwynne Jones, Board member
- 31SEC EDGARJudy Krandel, Board member
- 32SEC EDGARJohn Silberstein, Board member
- 33SEC EDGARLance Laifer, Board member
- 34SEC EDGARMichael Levit, Board member
- 35SEC EDGARRami Abada, Board member
- 36SEC EDGARSteven R. Fox, Board member
- 37SEC EDGARNeil Foster, Board member
- 38SEC EDGARResults of operations
- 39SEC EDGARResults of operations
- 40SEC EDGARShareholder vote
- 41SEC EDGARRegulation FD disclosure
- 42SEC EDGARResults of operations
- 43SEC EDGARResults of operations
- 44SEC EDGARResults of operations
- 45SEC EDGARResults of operations; Other events
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- 48SEC EDGARResults of operations
- 49SEC EDGARDirector nominations; Other events
- 50NasdaqNasdaq calendar
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