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Adam Katz 2012 Revocable Trust is named as a reporting person in SEC Form 4 filings. OQRO lists 4 transactions filed with the SEC under this name, the latest on Jun 9, 2026, each linked to the official Form 4.
Disclosures on record
4
Companies involved
1
1 buy, median +0.4 pts vs S&P 500, beat it 1 of 1 time.
Average +0.4 pts vs S&P 500. Each buy is one disclosure of open-market purchases in one company on one filing date, filed Jun 9, 2026 to Jun 9, 2026, measured from the first close after the filing. Past results, not a forecast.
Intelligent Protection ManagementIPM
4 disclosures · Jun 2026 · 4 bought
Apr 7, 2026Bought~$39Kdisclosed Jun 9
DetailsOfficial recordApr 8, 2026Bought~$36Kdisclosed Jun 9
DetailsApr 10, 2026Bought~$35Kdisclosed Jun 9
DetailsOfficial recordApr 9, 2026Bought~$3.9Kdisclosed Jun 9
DetailsOfficial recordAs of the latest filing on , Adam Katz 2012 Revocable Trust reported holding 1,000,000 shares of Intelligent Protection Management (IPM), worth about $1.73M at the last close of $2 (Nov 13, 2026). In the last 12 months, Adam Katz 2012 Revocable Trust bought $113K in 4 open-market purchases.
| Company | Shares reported | How held | Last close | Value at last close | Reported |
|---|---|---|---|---|---|
| Intelligent Protection Management IPM | 1,000,000 | 1.00M direct | $2 | $1.73M | Apr 10, 2026 |
Is this Adam Katz 2012 Revocable Trust’s net worth? No. A Form 4 reports the shares an insider owns in one company after each transaction, directly or through trusts and entities. It says nothing about cash, other investments, property or debt, options not yet exercised are not counted here, and a holding reported some time ago may have changed without a new filing. The value is shares times the last stored close, not a price anyone received. Sources: the filings listed below, each linked to EDGAR. Compare with the biggest insider stakes.
Adam Katz 2012 Revocable Trust bought shares on the open market in 2026.
Adam Katz 2012 Revocable Trust reported 4 open-market purchases and 0 sales since 2026; purchases in 2026.
| Year | Bought | Sold |
|---|---|---|
| 2026 | $113K4×4 trades | — |
Open-market purchases (code P) and sales (code S) on Forms 4 and 5. Up to Sep 2024 from the SEC's Insider Transactions Data Sets; since Oct 2024 from each filing as it is published. A trade filed twice (an amendment) counts once. Dollar totals use the price the filer reported; lines with no price count as trades without a value.
On the latest SEC Form 4, dated Apr 10, 2026, Adam Katz 2012 Revocable Trust reported holding 1,000,000 shares of Intelligent Protection Management (IPM). At the last close of $2 on Nov 13, 2026, that is about $1.73M. This is the stake disclosed in filings, not a net worth.
In SEC filings of the last 12 months, Adam Katz 2012 Revocable Trust reported 4 open-market purchases worth $113K, and no open-market sale. Shares withheld for taxes, gifts and option exercises are not counted in these totals.
Adam Katz 2012 Revocable Trust bought shares on the open market in 2026.
In SEC filings since 2026: the latest open-market purchase is from 2026; no open-market sale is on record.
Intelligent Protection Management (IPM), from 2026 to 2026: 4 purchases and 0 sales.
Adam Katz 2012 Revocable Trust reported 4 open-market purchases and 0 sales here, 2026.
Closing prices and the companies' last annual figures; a − or + is a fact of the close, not a forecast.
