This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Roth Ch Acquisition V Ownership

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

Recent Insider Transactions

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 ROCL.U?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	486,435	9.8%
Institutions	1,219,865	24.6%
Private Companies	1,565,849	31.5%
Individual Insiders	1,691,990	34.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 24 shareholders own 100.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.3%	CHLM Sponsor-5 LLC	802,234	US$7.9m	0%	no data
16.3%	John Lipman	802,232	US$7.9m	0%	no data
15.5%	Cr Financial Holdings, Inc.	763,615	US$7.5m	0%	no data
9.89%	Polar Asset Management Partners Inc.	486,435	US$4.8m	0%	0.17%
9.78%	Byron Roth	481,295	US$4.8m	0%	no data
8.32%	Mizuho Financial Group, Inc., Asset Management Arm	409,457	US$4.0m	0%	0.01%
4.77%	Cowen Inc,Private Banking and Investment Banking Investments	234,779	US$2.3m	-0.09%	0.06%
3.48%	Karpus Management Inc.	171,335	US$1.7m	-0.9%	0.05%
2.73%	SKYVIEW Investment Advisors, LLC	134,482	US$1.3m	0%	0.22%
2.61%	Aaron Gurewitz	128,570	US$1.3m	0%	no data
2.01%	Gordon Roth	98,951	US$977.6k	0%	no data
1.93%	Walleye Capital LLC	94,950	US$938.1k	0%	0.01%
1.31%	Warberg Asset Management LLC	64,252	US$634.8k	43.8%	2.75%
1.03%	Meteora Capital, LLC	50,560	US$499.5k	-23.3%	0.13%
0.86%	Adam Rothstein	42,523	US$420.1k	0%	no data
0.86%	Sam Chawla	42,523	US$420.1k	0%	no data
0.86%	Pamela Ellison	42,523	US$420.1k	0%	no data
0.72%	Matthew Day	35,582	US$351.5k	0%	no data
0.61%	Tuttle Capital Management, LLC	30,000	US$296.4k	0%	1.15%
0.36%	Andrew Costa	17,791	US$175.8k	0%	no data
0.28%	Robinson Capital Management, LLC	13,634	US$134.7k	-50.4%	0.05%
0.19%	Geode Capital Management, LLC	9,465	US$93.5k	-1.08%	no data
0.14%	Clear Street Llc, Asset Management Arm	6,950	US$68.7k	-6.71%	no data
0.00002%	PenderFund Capital Management Ltd.	1	US$9.7	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/09 10:37
End of Day Share Price	2024/12/06 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Roth Ch Acquisition V Co. 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.