Welcome to our dedicated page for Intelligent Protection Management SEC filings (Ticker: IPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Intelligent Protection Management Corp. filings document the company's managed technology services business, governance and public-company reporting after its 2025 acquisition of Newtek Technology Solutions. Recent 8-Ks furnish results of operations and financial condition, press releases, and Regulation FD investor presentation materials describing IPM as a cybersecurity and cloud infrastructure provider.
Proxy and annual meeting filings cover board elections, stockholder voting results and governance matters. The filing record also provides formal disclosure around IPM's service operations, vendor and licensing cost centers, managed recurring revenue, expense optimization and risk management topics connected to dedicated hosting, cloud hosting, data storage, managed security, backup and disaster recovery services.
INTELLIGENT PROTECTION MANAGEMENT CORP. Chief Executive Officer Jason Katz made an open-market purchase of 10,000 shares of common stock at $1.97 per share. Following this transaction, his direct holdings increased to 667,803 shares. A separate 201,265-share position is held by his spouse and is reported as indirect ownership, with Katz disclaiming beneficial ownership of those securities.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Barry Sloane reported an open-market purchase of company stock. On 2026-05-21, he bought 5,000 shares of Common Stock at $1.95 per share and, following this transaction, he directly owns 5,000 shares.
INTELLIGENT PROTECTION MANAGEMENT CORP. director John Silberstein reported an open-market purchase of 1,000 shares of Common Stock at $1.92 per share. After this transaction, he directly holds 156,269 shares. An additional 44 shares are held indirectly by his spouse, and he disclaims beneficial ownership of those shares.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Abada Yoram reported an open-market purchase of 1,000 shares of Common Stock at $1.89 per share. After this transaction, he directly owns 15,500 shares, indicating a modest increase in his personal stake in the company.
Intelligent Protection Management Corp. reported Q1 2026 revenue of $6.35M, up from $5.52M a year earlier, driven mainly by higher managed IT and procurement revenue. The company posted a net loss of $0.66M, compared with net income of $0.81M in Q1 2025, when results benefited from a large non-recurring tax gain.
Operating loss narrowed to $0.77M, and operating cash flow was modestly negative at $0.20M. IPM ended the quarter with $8.08M in cash and cash equivalents, including $1.05M of restricted cash, and no long-term debt. Deferred revenue was $4.65M, providing some visibility for future periods.
Newtek and affiliates accounted for 30.9% of Q1 2026 revenue, underscoring customer concentration with a related party that is also a major shareholder. The company continues to pursue a $65.7M patent award against Cisco on appeal and is defending separate patent claims by Cisco relating to its ManyCam software, incurring $0.1M of related litigation expense in the quarter.
Intelligent Protection Management Corp. reported solid top-line growth but a bottom-line setback for the first quarter of 2026. Revenue for the three months ended March 31, 2026 rose to $6.35 million, up 15.2% from $5.52 million a year earlier, driven by a 19% increase in core managed IT services and a 78.4% jump in procurement revenue.
Loss from operations narrowed to $768,182 from $1.33 million as costs were controlled, but the company posted a net loss of $660,214 versus net income of $808,530 in Q1 2025, mainly because last year included a non-recurring tax benefit. Adjusted EBITDA improved to a loss of $167,519 from a loss of $482,257, reflecting stronger revenue and operational efficiencies.
Cash, cash equivalents and restricted cash totaled $8.08 million at March 31, 2026. Management highlighted ongoing integration of cybersecurity and cloud solutions, new AI-focused partnerships, and continued exploration of strategic M&A to support long-term growth.
Intelligent Protection Management Corp. held its 2026 annual meeting of stockholders on May 7, 2026. Shareholders elected seven directors — Yoram (Rami) Abada, Kara Jenny, Jason Katz, Lance Laifer, Sidney Rabsatt, John Silberstein and Barry Sloane — each to serve a one-year term ending at the 2027 meeting.
Support for the nominees was strong, with each receiving approximately 4.8 million votes for and limited votes withheld, alongside 1,360,775 broker non-votes. Stockholders also ratified Grassi & Co., CPAs, P.C. as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 6,196,026 votes for, 36,731 against and 2,461 abstentions.
Intelligent Protection Management Corp. is holding a virtual annual meeting on May 7, 2026 at 9:00 a.m. Eastern Time to elect seven directors and ratify Grassi & Co., CPAs, P.C. as independent auditor for 2026.
Only holders of its 9,085,729 outstanding common shares as of March 27, 2026 may vote. The board highlights a majority of independent directors, established audit, compensation, nominating and strategic transactions committees, and ESG initiatives. The company also notes its first full year operating as a managed technology solutions provider after acquiring Newtek Technology Solutions, with streamlined operations, recurring revenue growth focus and very low client churn in regulated vertical markets.
INTELLIGENT PROTECTION MANAGEMENT CORP. director Sidney E. Rabsatt received a grant of stock options covering 10,000 shares of common stock. The options have an exercise price of $1.62 per share and expire on March 19, 2036.
The grant was made at no cost to him as compensation and is held directly. The 10,000 underlying shares will vest in four equal quarterly installments during 2026, each on the last day of the calendar quarter, as long as he continues providing services. If a qualifying change in control occurs under the company’s 2025 Long-Term Incentive Plan, all then-unvested option shares will immediately vest and become fully exercisable on that date.