Heritage Distilling Holding Company, Inc.

NasdaqCM:IPST Stock Report

Market Cap: US$21.1m

Heritage Distilling Holding Company Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:IPST Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Feb 25BuyUS$58,425Andrew VargaIndividual47,500US$1.23
13 Feb 25BuyUS$9,933Beth MarkerIndividual8,500US$1.17
07 Feb 25BuyUS$6,513Jennifer D. StiefelIndividual5,366US$1.23
07 Feb 25BuyUS$6,513Justin StiefelIndividual5,366US$1.23
14 Jan 25BuyUS$6,350Andrew VargaIndividual5,000US$1.27
25 Nov 24BuyUS$10,000Christopher SmithIndividual2,500US$4.00
25 Nov 24BuyUS$10,000Eric TrevanIndividual2,500US$4.00
25 Nov 24BuyUS$5,000Jeffrey WenselIndividual1,250US$4.00
22 Nov 24BuyUS$10,013Eric TrevanIndividual2,894US$3.46

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IPST?
Owner TypeNumber of SharesOwnership Percentage
Institutions769,2842.93%
Hedge Funds2,217,8728.45%
Individual Insiders6,298,14124%
General Public16,954,58664.6%

Dilution of Shares: IPST only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 35.33% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.9%
Justin Stiefel
3,635,536US$2.9m1,020%no data
8.45%
C/M Capital Partners, Lp
2,217,872US$1.8m0%no data
1.73%
Andrew Varga
454,500US$365.7k194%no data
1.62%
Michael Carrosino
424,937US$341.9k0%no data
1.36%
Bortel Investment Management, LLC
358,000US$288.1k0%100.0%
1.26%
Jennifer D. Stiefel
330,283US$265.8k0%no data
1.24%
Douglas George
325,501US$261.9k0%no data
1.24%
Daniel Cathcart
325,000US$261.5k0%no data
0.58%
Jeffrey Wensel
151,443US$121.9k0%no data
0.57%
Morgan Stanley
148,951US$119.9k62.1%no data
0.44%
Troy Alstead
114,500US$92.1k0%no data
0.43%
Danielle Perkins
112,922US$90.9k0%no data
0.41%
Eric Trevan
107,394US$86.4k0%no data
0.4%
Beth Marker
105,875US$85.2k0%no data
0.4%
Matthew Swann
105,750US$85.1k0%no data
0.4%
Christopher Smith
104,500US$84.1k0%no data
0.2%
Wealth Preservation Advisors, LLC
52,500US$42.2k0%0.02%
0.17%
Mattern Wealth Management LLC
44,255US$35.6k0%0.01%
0.13%
XTX Markets Limited
33,074US$26.6k35.6%no data
0.096%
Virtu Financial, Inc.
25,153US$20.2k0%no data
0.08%
Two Sigma Securities, LLC
20,996US$16.9k0%no data
0.077%
Geode Capital Management, LLC
20,135US$16.2k30.9%no data
0.068%
Citadel Advisors LLC
17,814US$14.3k-81.4%no data
0.062%
UBS Asset Management AG
16,327US$13.1k-59.7%no data
0.062%
Hudson River Trading LLC
16,156US$13.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 22:57
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Heritage Distilling Holding Company, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.