Comparable stake leader
CR Financial Holdings, Inc.
SEC ownership of Roth CH Acquisition Co.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001860514.
Disclosed value leader
CR Financial Holdings, Inc.
Comparable rows
2/7
Latest evidence
24 Jan 2025
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CR Financial Holdings, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
2 of 7
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CR Financial Holdings, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
24 Jan 2025
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001860514
- Issuer location
- Miami Beach, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Roth CH Acquisition Co. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CR Financial Holdings, Inc.
Disclosed value leader
CR Financial Holdings, Inc.
Comparable rows
2/7
Latest evidence
24 Jan 2025
13D/G
3/4/5
Lead comparable stake: 47%
5 rows are not safely comparable across share classes.
13D/G row: CR Financial Holdings, Inc.
Quick read
CR Financial Holdings, Inc. leads the comparable SEC ownership view at 47%.
2 of 7 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CR Financial Holdings, Inc.'s linked filing trail.
Comparable ownership
Top 2
CR Financial Holdings, Inc.
47%
John C. Lipman
27%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-7 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CR Financial Holdings, Inc. |
13D/G
|
47%
|
$28,598,933
21,184,395 shares
|
$0 | 24 Jan 2025 |
| John C. Lipman |
13D/G
John Lipman
|
27%
|
$16,351,131
12,111,949 shares
|
$0 | 24 Jan 2025 |
| TKB Sponsor I, LLC |
3/4/5
Officer, Director, 10%+ Owner
|
—
class O/S missing
|
—
1,437,500 shares
|
— | 28 Jun 2023 |
| Frank H. Levinson |
3/4/5
Director
|
—
class O/S missing
|
—
6,250 shares
|
— | 28 Jun 2023 |
| Michael Herson |
3/4/5
Director
|
—
class O/S missing
|
—
6,250 shares
|
— | 28 Jun 2023 |
| Ryan Ohara |
3/4/5
Director
|
—
class O/S missing
|
—
6,250 shares
|
— | 28 Jun 2023 |
| William Zerella |
3/4/5
Director
|
—
class O/S missing
|
—
6,250 shares
|
— | 28 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 06 Oct 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to Roth CH Acquisition Co.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
Angela Blatteis
Net 12M change
$0
Latest report
28 Jun 2023
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Angela Blatteis | Co-CEO and CFO, Director, 10%+ Owner | Mixed | 26 Oct 2021 | |||
| Ryan Ohara | Director | Mixed | 28 Jun 2023 | |||
| William Zerella | Director | Mixed | 28 Jun 2023 | |||
| Saba Capital Management, L.P. | 10%+ Owner | Mixed | 01 Feb 2023 | |||
| Frank H. Levinson | Director | Mixed | 28 Jun 2023 | |||
| TKB Sponsor I, LLC | Officer, Director, 10%+ Owner | Mixed | 28 Jun 2023 | |||
| Greg M. Klein | Co-Chief Executive Officer, Director, 10%+ Owner | Mixed | 26 Oct 2021 | |||
| Michael Herson | Director | Mixed | 28 Jun 2023 | |||
| Philippe Tartavull | Executive Chairman, Director, 10%+ Owner | Mixed | 26 Oct 2021 |
Recent insider transactions for Roth CH Acquisition Co.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.