IPO registrations (S-1, F-1) · Registrants
IP STRATEGY HOLDINGS, INC.
- SEC CIK
- 1788230 · filings on EDGAR ↗
- Name on the registration
- Heritage Distilling Holding Company, Inc.
- Former names
- Heritage Distilling Holding Company, Inc. (2019–2026)
- Registration
- Form S-1, first filed 2024-05-13, last 2025-12-19; 4 initial registrations, 8 amendments
- Outcome
- Final prospectus filed 2024-11-25; declared effective 2024-11-12; withdrawal requested 2025-06-12
- Industry (SIC)
- Beverages 2080
- Incorporated in
- DE
- Business address
- 11010 HARBOR HILL DRIVE # B-308, Gig Harbor, WA 98332
- EIN
- 83-4558219
- Ticker
- IPST (Nasdaq)
- EDGAR entity type
- operating
- Insiders and CEO pay
- IP STRATEGY HOLDINGS, INC. on the corporate pages
Offering terms
- Proposed price range
- $4.50–$5.50 per share (S-1/A filed 2024-11-08)
- Final price
- $4.00 per share, below the range (424B4 filed 2024-11-25, an initial public offering)
- Shares sold
- 1,687,500
- Gross proceeds
- $6,750,000 before underwriting discounts and any over-allotment option
- Listing
- Nasdaq under the symbol CASK
- Lead underwriters
- Newbridge Securities Corporation
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Form D issuer: Heritage Distilling Holding Company, Inc. EXACT (CIK (EXACT))
- SEC filer: Heritage Distilling Holding Company, Inc. EXACT (CIK (EXACT))
Filings 19
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2024-05-13 | S-1 | S-1 (registration) | Heritage Distilling Holding Company, Inc. | 0001213900-24-042435 ↗ |
| 2024-07-05 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-24-059237 ↗ |
| 2024-08-28 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-24-073448 ↗ |
| 2024-10-03 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-24-085099 ↗ |
| 2024-10-25 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-24-090517 ↗ |
| 2024-11-08 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-24-095822 ↗ |
| 2024-11-12 | EFFECT | EFFECT (declared effective) | Heritage Distilling Holding Company, Inc. | 9999999995-24-003444 ↗ |
| 2024-11-25 | 424B4 | 424B4 (final prospectus) | Heritage Distilling Holding Company, Inc. | 0001213900-24-101775 ↗ |
| 2025-01-27 | S-1 | S-1 (registration) | Heritage Distilling Holding Company, Inc. | 0001213900-25-006695 ↗ |
| 2025-02-04 | EFFECT | EFFECT (declared effective) | Heritage Distilling Holding Company, Inc. | 9999999995-25-000306 ↗ |
| 2025-05-08 | EFFECT | EFFECT (declared effective) | Heritage Distilling Holding Company, Inc. | 9999999995-25-001465 ↗ |
| 2025-06-12 | RW | RW (withdrawal request) | Heritage Distilling Holding Company, Inc. | 0001641172-25-014833 ↗ |
| 2025-06-13 | S-1 | S-1 (registration) | Heritage Distilling Holding Company, Inc. | 0001641172-25-015121 ↗ |
| 2025-06-20 | EFFECT | EFFECT (declared effective) | Heritage Distilling Holding Company, Inc. | 9999999995-25-001983 ↗ |
| 2025-08-26 | S-1 | S-1 (registration) | Heritage Distilling Holding Company, Inc. | 0001213900-25-080839 ↗ |
| 2025-10-16 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-25-099309 ↗ |
| 2025-12-12 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-25-121277 ↗ |
| 2025-12-19 | S-1/A | S-1/A (amendment) | Heritage Distilling Holding Company, Inc. | 0001213900-25-123872 ↗ |
| 2025-12-23 | EFFECT | EFFECT (declared effective) | Heritage Distilling Holding Company, Inc. | 9999999995-25-003897 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-11-08 | S-1/A | registration statement | $4.50–$5.50 | 1,500,000 | - | Nasdaq CASK | 1 | primary document; range, shares headline, cover names 1 | document ↗ | |
| 2024-11-25 | 424B4 | final prospectus | $4.00 | 1,687,500 | $6,750,000 | Nasdaq CASK | 1 | primary document; price sentence, shares headline, proceeds table, cover names 1 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Marker Beth A | Officer | SVP of Retail Operations; SVP, Retail Operations | 8 | 2024–2026 | |
| Perkins Danielle B | Officer | SVP of Wholesale Operations; SVP, Wholesale Operations | 6 | 2024–2026 | |
| Smith Christopher H | Director | 3 | 2024–2025 | ||
| Stiefel Jennifer D H | Director,Officer | President and Secretary; President & Secretary | 9 | 2024–2026 | |
| Stiefel Justin B | Director,Officer | CEO and Treasurer; CEO & Treasurer | 11 | 2024–2026 | |
| Trevan Eric S | Director | 3 | 2024–2025 | ||
| Wensel Jeffrey P | Director | 4 | 2024–2025 | ||
| Alstead Troy | Director | 3 | 2024–2025 | ||
| CARROSINO MICHAEL | Officer | EVP of Finance & CFO | 7 | 2024–2026 | |
| Varga Andrew M. | Director | 6 | 2024–2025 | ||
| Swann Matthew J | Director | 4 | 2025 | ||
| Jun Brian C | Director | 1 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Private offerings before or after (Form D)
| First filed | Issuer | Industry | Offering | Sold | Investors | Filings |
|---|---|---|---|---|---|---|
| 2025-08-20 | Heritage Distilling Holding Company, Inc. | Other | $223,819,949 | $223,819,949 | 49 | 1 |
| 2025-02-04 | Heritage Distilling Holding Company, Inc. | Other | $5,000,000 | $500,000 | 1 | 1 |
| 2025-02-04 | Heritage Distilling Holding Company, Inc. | Other | $15,000,000 | $0 | 1 | 1 |
| 2024-12-06 | Heritage Distilling Holding Company, Inc. | Other | $1,524,998 | $1,524,998 | 2 | 1 |
| 2022-04-07 | Heritage Distilling Holding Company, Inc. | Other | $10,000,000 | $0 | 0 | 1 |
| 2020-03-24 | Heritage Distilling Holding Company, Inc. | Other | $15,000,000 | $845,000 | 9 | 1 |
| 2019-09-13 | Heritage Distilling Holding Company, Inc. | Other | $5,000,000 | $5,000,000 | 1 | 1 |
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Form D issuer | Heritage Distilling Holding Company, Inc. | WA | Form D private offerings | CIK (EXACT) |
| SEC filer | IP STRATEGY HOLDINGS, INC. | SEC filers (EDGAR) | CIK (EXACT) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Beverages, WA first:
- JONES SODA CO. WA
- SATUSA Corp WA
- Aquablue International, Inc. A8
- Westrock Coffee Co AR
- NORTHSIGHT CAPITAL, INC. AZ
- Silver Sky Capital LTD AZ
- ZRHO BEVERAGES, INC. AZ
- BERINGER WINE ESTATES HOLDINGS INC CA
- KonaRed Corp CA
- KORE NUTRITION, INC. CA
In other datasets, the same topic (Food and agriculture) in WA:
- Nonprofit: ABUNDANCE FARMING PROJECT (Nonprofits (IRS Form 990))
Interests: Beverages · Food and agriculture