Company Executives of Heritage Distilling Holding Company Ord Shs
Name
Name/Position
Position
Shareholding
Change
Mr. Justin B. Stiefel
Mr. Justin B. Stiefel
Chairman of the Board, Chief Executive Officer, Treasurer
Chairman of the Board, Chief Executive Officer, Treasurer
181.78K
+1015.47%
Ms. Jennifer D H Stiefel
Ms. Jennifer D H Stiefel
President, Secretary, Director
President, Secretary, Director
16.51K
--
Mr. Matthew J. (Matt) Swann
Mr. Matthew J. (Matt) Swann
Independent Director
Independent Director
5.92K
+12.05%
Ms. Danielle B Perkins
Ms. Danielle B Perkins
Senior Vice President - Wholesale Operations
Senior Vice President - Wholesale Operations
5.65K
--
Ms. Beth A Marker
Ms. Beth A Marker
Senior Vice President - Retail Operations
Senior Vice President - Retail Operations
5.30K
+0.17%
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Independent Director
Independent Director
--
--
Mr. Troy Matthew Alstead
Mr. Troy Matthew Alstead
Independent Director
Independent Director
--
--
Mr. Michael P. Carrosino
Mr. Michael P. Carrosino
Chief Financial Officer
Chief Financial Officer
--
--
Dr. Eric S. Trevan, Ph.D.
Dr. Eric S. Trevan, Ph.D.
Independent Director
Independent Director
--
--
Mr. Andrew Varga
Mr. Andrew Varga
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Justin B. Stiefel
Mr. Justin B. Stiefel
Chairman of the Board, Chief Executive Officer, Treasurer
Chairman of the Board, Chief Executive Officer, Treasurer
181.78K
+1015.47%
Ms. Jennifer D H Stiefel
Ms. Jennifer D H Stiefel
President, Secretary, Director
President, Secretary, Director
16.51K
--
Mr. Matthew J. (Matt) Swann
Mr. Matthew J. (Matt) Swann
Independent Director
Independent Director
5.92K
+12.05%
Ms. Danielle B Perkins
Ms. Danielle B Perkins
Senior Vice President - Wholesale Operations
Senior Vice President - Wholesale Operations
5.65K
--
Ms. Beth A Marker
Ms. Beth A Marker
Senior Vice President - Retail Operations
Senior Vice President - Retail Operations
5.30K
+0.17%
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Independent Director
Independent Director
--
--
Revenue Breakdown
Currency: USDUpdated: Tue, Dec 9
Currency: USDUpdated: Tue, Dec 9
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2021
By BusinessUSD
Name
Revenue
Proportion
Crypto and Related Revenue
1.91M
63.85%
Direct to Consumer
585.50K
19.59%
Services
264.94K
8.86%
Wholesale
230.01K
7.70%
Third Party
0.00
0.00%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Crypto and Related Revenue
1.91M
63.85%
Direct to Consumer
585.50K
19.59%
Services
264.94K
8.86%
Wholesale
230.01K
7.70%
Third Party
0.00
0.00%
Shareholding Stats
Updated: Wed, Dec 10
Updated: Wed, Dec 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Stiefel (Justin B)
1.98%
Polar Asset Management Partners Inc.
1.80%
CIBC Private Wealth Management
0.24%
Carrosino (Michael)
0.23%
Varga (Andrew M)
0.22%
Other
95.53%
Shareholders
Shareholders
Proportion
Stiefel (Justin B)
1.98%
Polar Asset Management Partners Inc.
1.80%
CIBC Private Wealth Management
0.24%
Carrosino (Michael)
0.23%
Varga (Andrew M)
0.22%
Other
95.53%
Shareholder Types
Shareholders
Proportion
Individual Investor
3.05%
Hedge Fund
1.82%
Investment Advisor
0.39%
Investment Advisor/Hedge Fund
0.35%
Venture Capital
0.05%
Research Firm
0.02%
Other
94.31%
Institutional Shareholding
Updated: Tue, Dec 9
Updated: Tue, Dec 9
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
26
241.42K
2.63%
+80.42K
2025Q3
26
241.42K
2.63%
+80.42K
2025Q2
20
20.42K
3.21%
-28.14K
2025Q1
17
18.88K
6.96%
-14.35K
2024Q4
9
33.23K
13.59%
+33.23K
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Stiefel (Justin B)
16.30K
0.16%
--
--
Aug 20, 2025
Polar Asset Management Partners Inc.
165.48K
1.8%
+165.48K
--
Sep 30, 2025
CIBC Private Wealth Management
22.00K
0.24%
+22.00K
--
Sep 30, 2025
Carrosino (Michael)
21.25K
0.2%
--
--
Aug 20, 2025
Varga (Andrew M)
7.72K
0.07%
--
--
Aug 20, 2025
Stiefel (Jennifer D H)
16.51K
0.16%
--
--
Aug 20, 2025
The Vanguard Group, Inc.
16.08K
0.18%
+16.08K
--
Sep 30, 2025
Morgan Stanley Smith Barney LLC
9.21K
0.1%
+1.76K
+23.63%
Sep 30, 2025
Wensel (Jeffrey P)
7.57K
0.07%
--
--
Aug 20, 2025
Geode Capital Management, L.L.C.
7.43K
0.08%
+6.42K
+637.74%
Sep 30, 2025
View more
Related ETFs
Name
Proportion
No Data
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
Oct 31, 2025
Merger
20→1
Date
Type
Ratio
Oct 31, 2025
Merger
20→1
FAQs
Who are the top five shareholders of Heritage Distilling Holding Company Ord Shs?
The top five shareholders of Heritage Distilling Holding Company Ord Shs are: Stiefel (Justin B) holds 16.30K shares, accounting for 0.16% of the total shares. Polar Asset Management Partners Inc. holds 165.48K shares, accounting for 1.80% of the total shares. CIBC Private Wealth Management holds 22.00K shares, accounting for 0.24% of the total shares. Carrosino (Michael) holds 21.25K shares, accounting for 0.20% of the total shares. Varga (Andrew M) holds 7.72K shares, accounting for 0.07% of the total shares.
What are the top three shareholder types of Heritage Distilling Holding Company Ord Shs?
The top three shareholder types of Heritage Distilling Holding Company Ord Shs are: Stiefel (Justin B) Polar Asset Management Partners Inc. CIBC Private Wealth Management
How many institutions hold shares of Heritage Distilling Holding Company Ord Shs (IPST)?
As of 2025Q4, 26 institutions hold shares of Heritage Distilling Holding Company Ord Shs, with a combined market value of approximately 241.42K, accounting for 2.63% of the total shares. Compared to 2025Q3, institutional shareholding has increased by --.
What is the biggest source of revenue for Heritage Distilling Holding Company Ord Shs?
In FY2025Q3, the Crypto and Related Revenue business generated the highest revenue for Heritage Distilling Holding Company Ord Shs, amounting to 1.91M and accounting for 63.85% of total revenue.