Comparable stake leader
CHLM Sponsor-5 LLC
SEC ownership of Roth CH Acquisition V Co.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001885998.
Disclosed value leader
CHLM Sponsor-5 LLC
Comparable rows
0/13
Latest evidence
30 Jun 2026
- Parsed ownership sources
-
3/4/5 and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CHLM Sponsor-5 LLC
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001885998
- Issuer location
- Newport Beach, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Roth CH Acquisition V 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
CHLM Sponsor-5 LLC
Disclosed value leader
CHLM Sponsor-5 LLC
Comparable rows
0/13
Latest evidence
30 Jun 2026
3/4/5
13F
Highest disclosed value: $7,092,712
13 rows are not safely comparable across share classes.
Showing 1-8 of 13 holder rows.
Quick read
CHLM Sponsor-5 LLC has the largest disclosed position value at $7.09M.
0 of 13 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 CHLM Sponsor-5 LLC's linked filing trail.
Disclosed position value
Top 5
CHLM Sponsor-5 LLC
$7.09M
John C. Lipman
$7.09M
CR Financial Holdings, Inc.
$6.75M
Polar Asset Management Partners Inc.
$5.19M
Byron Roth
$4.26M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 13 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CHLM Sponsor-5 LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$7,092,712
664,734 shares
|
— | 06 Dec 2024 |
| John C. Lipman |
3/4/5
Co-CEO & Co-Chairman of Board, Director, 10%+ Owner
|
—
class O/S missing
|
$7,092,690
664,732 shares
|
— | 06 Dec 2024 |
| CR Financial Holdings, Inc. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$6,751,272
632,734 shares
|
— | 06 Dec 2024 |
| Polar Asset Management Partners Inc. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$5,190,261
486,435 shares
|
— | 05 Dec 2023 |
| Byron Roth |
3/4/5
Co-CEO & Co-Chairman of Board, Director, 10%+ Owner
|
—
class O/S missing
|
$4,255,228
398,803 shares
|
— | 06 Dec 2024 |
| Gordon J. Roth |
3/4/5
Chief Financial Officer, 10%+ Owner
|
—
class O/S missing
|
$874,844
81,991 shares
|
— | 06 Dec 2024 |
| Aaron Gurewitz |
3/4/5
Co-President
|
—
mixed-class rows
|
$1,371,842
137,541 shares
mixed-class rows
|
— | 03 Dec 2021 |
| Adam Rothstein |
3/4/5
Director
|
—
mixed-class rows
|
$453,720
44,807 shares
mixed-class rows
|
— | 03 Dec 2021 |
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 13 Sep 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 1-15 of 15 reporting-owner rows connected to Roth CH Acquisition V Co.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
CHLM Sponsor-5 LLC
Net 12M change
$0
Latest report
06 Dec 2024
Recent insider transactions for Roth CH Acquisition V 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.