# IP STRATEGY HOLDINGS, INC. > Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero. ## Record | Field | Value | | --- | --- | | Representation | alpha-profile-markdown-v4 | | Protocol | Alpha Governance Facts Protocol 0.1 | | Schema | alpha.governance.entity.public.v1 | | Record version | public-1:ro-d751713988987e9331980363e24189ce | | Governance record representation | alpha-governance-record-v2 | | Canonical entity | alpha:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e | | Entity type | Company | | Canonical URL | https://registry.alpha.ac/companies/ip-strategy-holdings-inc | | Publication | PUBLISHED | | Verification | source_reported | | Verification schema | alpha-verification-states-v1 | | Ownership | unclaimed | | Published claims | 19 | | Claims under review | 1 | | Evidence records | 3 | | Conflicts | 0 | | Conflicts in internal review | 0 | | Observed | 2026-10-22T04:47:31.164909+00:00 | | Last reviewed | 2026-10-22T04:47:31.164909+00:00 | ## Identity - Legal name: IP STRATEGY HOLDINGS, INC. - Display name: IP STRATEGY HOLDINGS, INC. ## Alpha Governance Record | Field | Value | | --- | --- | | Governance Record schema | alpha-governance-record-v2 | | Ontology | alpha-governance-ontology-v1 | | Record version | public-1:ro-d751713988987e9331980363e24189ce | | As of | 2026-10-22T04:47:31.164909+00:00 | | Completeness | 0.409 | | Record Quality | 0.824 | | Directors | 10 | | Committees | 2 | | Governance events | 6 | | Entity class | public_company | ## Section coverage | Section | State | | --- | --- | | identity | PUBLISHED | | corporate_structure | NOT_REVIEWED | | board | PUBLISHED | | committees | PUBLISHED | | leadership | PUBLISHED | | ownership | NOT_REVIEWED | | financials | NOT_REVIEWED | | capital_structure | PUBLISHED | | compensation | NOT_REVIEWED | | governance | NOT_REVIEWED | | shareholder_governance | NOT_REVIEWED | | audit | NOT_REVIEWED | | legal | NOT_REVIEWED | | risk | NOT_REVIEWED | | cyber | NOT_REVIEWED | | ai_governance | NOT_REVIEWED | | agent_governance | RESTRICTED | | markets_external | NOT_REVIEWED | | events | PUBLISHED | | relationships | PUBLISHED | | assessments | PUBLISHED | | evidence | PUBLISHED | ## Board - Andrew M. Varga: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2024-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:6 - Brian C. Jun: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2026-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:7 - Christopher H. Smith: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2022-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:8 - Eric S. Trevan: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2022-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:9 - Jeffrey P. Wensel: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2017-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:11 - Matthew J. Swann: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2025-01-01. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:14 - Eric S. Trevan, Ph.D.: Director. Status: unknown. Independent: true. Since: NOT_PUBLISHED. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:10 - Jeffrey P. Wensel, M.D., Ph.D.: Director. Status: unknown. Independent: true. Since: NOT_PUBLISHED. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:12 - Jennifer D.H. Stiefel: Director, President, and Secretary. Status: unknown. Independent: false. Since: NOT_PUBLISHED. Committees: President, and Secretary (member). claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:13 - Justin B. Stiefel: Chairman of the Board, Chief Executive Officer, and Treasurer. Status: unknown. Independent: false. Since: NOT_PUBLISHED. Committees: Chief Executive Officer, and Treasurer (chair). claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:5 ## Committees - Chief Executive Officer, and Treasurer (executive). Chair: Justin B. Stiefel. Members: Justin B. Stiefel (chair, unknown). committee_id=alpha:committee:ip-strategy-holdings-inc:chief-executive-officer-and-treasurer - President, and Secretary (other). Chair: NOT_PUBLISHED. Members: Jennifer D.H. Stiefel (member, unknown). committee_id=alpha:committee:ip-strategy-holdings-inc:president-and-secretary ## Executive leadership - Beth A. Marker: Senior Vice President of Tribal Partnerships. Status: unknown. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:15 - Danielle B. Perkins: Senior Vice President of Wholesale Operations. Status: unknown. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:16 - Jennifer D.H. Stiefel: President and Secretary [PRESIDENT]. Status: unknown. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:17 - Justin B. Stiefel: Chief Executive Officer and Treasurer [CEO]. Status: unknown. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:18 - Michael Carrosino: Executive Vice President of Finance and Chief Financial Officer [CFO]. Status: unknown. claim_id=alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:19 ## Governance events - DIRECTOR_APPOINTED: Brian C. Jun seat on IP STRATEGY HOLDINGS, INC., effective 2026-01-01. Effective: 2026-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:fm7r5j1nf0f09 - DIRECTOR_APPOINTED: Matthew J. Swann seat on IP STRATEGY HOLDINGS, INC., effective 2025-01-01. Effective: 2025-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:14hpyye1xnfj40 - DIRECTOR_APPOINTED: Andrew M. Varga seat on IP STRATEGY HOLDINGS, INC., effective 2024-01-01. Effective: 2024-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:1ngj2xe1qkiao6 - DIRECTOR_APPOINTED: Christopher H. Smith seat on IP STRATEGY HOLDINGS, INC., effective 2022-01-01. Effective: 2022-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:beuiqewthxly - DIRECTOR_APPOINTED: Eric S. Trevan seat on IP STRATEGY HOLDINGS, INC., effective 2022-01-01. Effective: 2022-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:10d0rs51evzczn - DIRECTOR_APPOINTED: Jeffrey P. Wensel seat on IP STRATEGY HOLDINGS, INC., effective 2017-01-01. Effective: 2017-01-01. Detected: 2026-10-22T04:47:31.164909+00:00. event_id=alpha:event:transition:ysvez2crh358 ## Scoped resources - `alpha://company/ip-strategy-holdings-inc` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record - `alpha://company/ip-strategy-holdings-inc/identity` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=identity - `alpha://company/ip-strategy-holdings-inc/corporate-structure` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=corporate-structure - `alpha://company/ip-strategy-holdings-inc/board` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=board - `alpha://company/ip-strategy-holdings-inc/committees` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=committees - `alpha://company/ip-strategy-holdings-inc/leadership` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=leadership - `alpha://company/ip-strategy-holdings-inc/ownership` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=ownership - `alpha://company/ip-strategy-holdings-inc/financials` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=financials - `alpha://company/ip-strategy-holdings-inc/capital-structure` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=capital-structure - `alpha://company/ip-strategy-holdings-inc/compensation` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=compensation - `alpha://company/ip-strategy-holdings-inc/governance` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=governance - `alpha://company/ip-strategy-holdings-inc/shareholder-governance` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=shareholder-governance - `alpha://company/ip-strategy-holdings-inc/audit` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=audit - `alpha://company/ip-strategy-holdings-inc/legal` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=legal - `alpha://company/ip-strategy-holdings-inc/risk` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=risk - `alpha://company/ip-strategy-holdings-inc/cyber` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=cyber - `alpha://company/ip-strategy-holdings-inc/ai-governance` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=ai-governance - `alpha://company/ip-strategy-holdings-inc/agents` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=agents - `alpha://company/ip-strategy-holdings-inc/ecosystem` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=ecosystem - `alpha://company/ip-strategy-holdings-inc/events` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=events - `alpha://company/ip-strategy-holdings-inc/relationships` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=relationships - `alpha://company/ip-strategy-holdings-inc/assessments` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=assessments - `alpha://company/ip-strategy-holdings-inc/evidence` (contract): https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record§ion=evidence ## Role modules - NOT_ASSERTED ## Attention - NO_RECORDS_FOUND ## Committee data - NO_RECORDS_FOUND ## Leadership - Justin B. Stiefel: Chairman of the Board, Chief Executive Officer, and Treasurer. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:5. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Andrew M. Varga: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:6. Valid from: 2024-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Brian C. Jun: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:7. Valid from: 2026-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Christopher H. Smith: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:8. Valid from: 2022-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Eric S. Trevan: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:9. Valid from: 2022-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Eric S. Trevan, Ph.D.: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:10. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Jeffrey P. Wensel: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:11. Valid from: 2017-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Jeffrey P. Wensel, M.D., Ph.D.: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:12. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Jennifer D.H. Stiefel: Director, President, and Secretary. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:13. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Matthew J. Swann: Director. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:14. Valid from: 2025-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d. - Beth A. Marker: Senior Vice President of Tribal Partnerships. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:15. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Danielle B. Perkins: Senior Vice President of Wholesale Operations. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:16. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Jennifer D.H. Stiefel: President and Secretary. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:17. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Justin B. Stiefel: Chief Executive Officer and Treasurer. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:18. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. - Michael Carrosino: Executive Vice President of Finance and Chief Financial Officer. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:leadership_role:19. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075. ## Roles - PUBLISHED ## Governance - NOT_ASSERTED ## Board committees - PUBLISHED ## Financials - NOT_ASSERTED ## Workforce - NOT_ASSERTED ## Market and index context - PUBLISHED ## Legal Name - IP STRATEGY HOLDINGS, INC.. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:legal_name:1. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:9a8697431a71fd326f6f0f111e4dc8fa30570e02007dc521a3a117fab913ad47. ## Entity Status - Public listing published. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:entity_status:3. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:9a8697431a71fd326f6f0f111e4dc8fa30570e02007dc521a3a117fab913ad47. ## Published Fact - US. Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:published_fact:4. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:9a8697431a71fd326f6f0f111e4dc8fa30570e02007dc521a3a117fab913ad47. ## Security Listing - IPST (NASDAQ). Claim: alpha:claim:company:a3eb62f7-adcf-4dec-be7d-355302cbf65e:security_listing:20. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:9a8697431a71fd326f6f0f111e4dc8fa30570e02007dc521a3a117fab913ad47. ## Coverage states | Field | Value | | --- | --- | | Identity | PUBLISHED | | Business | PUBLISHED | | Leadership | PUBLISHED | | Board and committees | PUBLISHED | | Governance | NOT_ASSERTED | | Financials | NOT_ASSERTED | | Workforce | NOT_ASSERTED | | Ownership | NOT_ASSERTED | | Ratings | NOT_PUBLISHED | | Market and index context | PUBLISHED | ## Public sources - alpha:projection-evidence:9a8697431a71fd326f6f0f111e4dc8fa30570e02007dc521a3a117fab913ad47: [Alpha canonical company public projection](https://www.alpha.ac/api/public/companies/ip-strategy-holdings-inc). - alpha:projection-evidence:document:cf531b03feb6e848a335d8a65c09e6943da64599309b09326824e4d43925f075: [SEC DEF 14A 0001788230-26-000057](https://www.sec.gov/Archives/edgar/data/1788230/000178823026000057/ipst-20260429.htm). - alpha:projection-evidence:document:de1c7222b105d39d42715aaf081739cb8d85e1d885ba4bb18e9de1013bb3830d: [DEF 14A ipst-20260429.htm](https://www.sec.gov/Archives/edgar/data/1788230/000178823026000057/ipst-20260429.htm). ## Rights | Field | Value | | --- | --- | | public_retrieval | allowed | | agent_retrieval | allowed | | redistribution | not_granted | | model_training | not_granted | | commercial_use | not_specified | | relationship_pathfinding | not_granted | | direct_contact | not_granted | ## Limitations - Absence of a leadership role, committee, or disclosure is not evidence that it does not exist. - Only explicitly published canonical company identity and current confirmed public roles are included. - Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist. - Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights. - This Company Profile is an identity and evidence record, not an Alpha rating. ## Alternate representations - [Canonical profile](https://registry.alpha.ac/companies/ip-strategy-holdings-inc) - [Public Markdown](https://registry.alpha.ac/companies/ip-strategy-holdings-inc.md) - [Public JSON](https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=record) - [JSON-LD](https://registry.alpha.ac/api/public/companies/ip-strategy-holdings-inc?format=jsonld) - MCP resource: `alpha://companies/ip-strategy-holdings-inc` at https://mcp.alpha.ac/mcp ## Connected governance records Structured intelligence is not currently available. Existing published profile evidence remains accessible. ## Critical-risk oversight Snapshot as of 2026-10-22T05:02:21.343905+00:00; recorded 2026-10-22T05:02:21.343905+00:00. Every published assignment for this snapshot is listed. Only explicitly reviewed, rights-cleared assignments in effect on the as-of date, in the company's own wording. An assignment shows where oversight is placed, not whether it is effective. Missing records do not establish absence.