Heritage Distilling Holding Company Inc

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Heritage Distilling Holding Company Inc
TickerIPST
CIK #0001788230
CUSIP42727R203
SectorManufacturing - Beverages
Address9668 Bujacich Road, Gig Harbor, WA 98332
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Heritage Distilling Holding Company Inc 2025-08-20 223.8 M Exemption: 506(b) · Duration: One year or less · Commission: $4,253,670 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001788230] 10-K
[0001788230] 10-Q
[0001788230] 3
[0001788230] 4
[0001788230] 8-K
[0001788230] D
[0001788230] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
C/M Capital Partners LP Heritage Distilling Holding Company Inc [2025-07-31] 0.0
Form 3/4/5 Filer 2011 - 2026
IP Strategy Holdings Inc
Marker Beth A
Perkins Danielle B
Stiefel Jennifer D H
Carrosino Michael
Stiefel Justin B
Jun Brian C
Varga Andrew M
Swann Matthew J
Alstead Troy
Smith Christopher H
Trevan Eric S
Wensel Jeffrey P
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Marker Beth A
Restricted Stock Units · derivative
2026-02-02 Option exercise 1,875 $0.00
Marker Beth A
Common Stock
2026-02-02 Tax withheld 556 $1.08 600
Marker Beth A
Common Stock
2026-02-02 Option exercise 1,875
Carrosino Michael
Common Stock
2026-02-02 Option exercise 7,500
Carrosino Michael
Common Stock
2026-02-02 Tax withheld 4,392 $1.08 4,743
Carrosino Michael
Common Stock
2026-02-02 Option exercise 14,812
Carrosino Michael
Common Stock
2026-02-02 Tax withheld 2,224 $1.08 2,402
Stiefel Jennifer D H
Common Stock
2026-02-02 Tax withheld 2,471 $1.08 2,669
Stiefel Jennifer D H
Common Stock
2026-02-02 Option exercise 8,333
Stiefel Justin B
Common Stock
2026-02-02 Option exercise 58,333
Stiefel Justin B
Common Stock
2026-02-02 Tax withheld 17,296 $1.08 18,680
Carrosino Michael
Restricted Stock Units · derivative
2026-02-02 Option exercise 14,812 $0.00
Carrosino Michael
Restricted Stock Units · derivative
2026-02-02 Option exercise 7,500 $0.00
Perkins Danielle B
Common Stock
2026-02-02 Tax withheld 748 $1.08 808
Perkins Danielle B
Restricted Stock Units · derivative
2026-02-02 Option exercise 1,875 $0.00
Stiefel Jennifer D H
Restricted Stock Units · derivative
2026-02-02 Option exercise 8,333 $0.00
Stiefel Justin B
Restricted Stock Units · derivative
2026-02-02 Option exercise 58,333 $0.00
Perkins Danielle B
Common Stock
2026-02-02 Option exercise 1,875
Perkins Danielle B
Restricted Stock Units · derivative
2026-01-02 Grant 15,000 $0.00
Marker Beth A
Restricted Stock Units · derivative
2026-01-02 Grant 15,000 $0.00
showing 20 of 124 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 19 1,492,489
2025-12-31 13 875,995
Form 13F Holdings
Firm Period DFND Voting Shares
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