SCHEDULE: Adam Katz Trust Discloses 11.1% Stake in Intelligent Protect
Schedule 13G Amendment
The Adam Katz 2012 Revocable Trust has filed an amendment reporting beneficial ownership of 1,000,000 shares of Intelligent Protection Management Corp.
Summary
- The Adam Katz 2012 Revocable Trust reports beneficial ownership of 1,000,000 shares of common stock in Intelligent Protection Management Corp.
- This holding represents an 11.1% stake in the company based on 9,035,729 outstanding shares as of May 12, 2026.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating a change in the reporting person's position or status.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral regulatory disclosure regarding ownership status, which does not inherently signal a change in company operations or financial performance.
Positives
- Significant ownership stake of 11.1% demonstrates long-term interest from the Adam Katz 2012 Revocable Trust.
Negatives
- None identified in this ownership disclosure.
Risks
- Concentration of ownership by a single trust may influence future voting outcomes.
Future Outlook
The filing states that the securities were not acquired for the purpose of changing or influencing the control of the issuer.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are standard disclosures for passive investors holding more than 5% of a company's equity, reflecting institutional or significant private interest in the issuer's capital structure.
Comparison to Industry Standards
- The filing adheres to standard SEC requirements for beneficial ownership reporting under Rule 13d.
- The 11.1% stake is a significant position, typical of major shareholders or family trusts in small-cap entities.
Stakeholder Impact
- Shareholders should note the concentration of voting power held by the Adam Katz 2012 Revocable Trust.
Next Steps
- Continued monitoring of future 13G or 13D filings for changes in the trust's position.
Key Dates
| Date | Description |
|---|---|
| 04/06/2026 | Date of event which requires filing of this statement. |
| 05/12/2026 | Date of Issuer's Quarterly Report on Form 10-Q used for share count reference. |
| 06/08/2026 | Date of signature on the Schedule 13G filing. |
Keywords
Intelligent Protection Management Corp, Schedule 13G, Beneficial Ownership, Adam Katz, Common Stock, SEC Filing
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