Private company

Roth CH Acquisition V Co.

Roth CH Acquisition V Co. is an American crude petroleum and natural gas company, incorporated in Delaware.¹ It is headquartered in Newport Beach, California.¹

Last updated Oct 20, 2026.

Overview

IndustryCrude Petroleum & Natural Gas¹
HeadquartersNewport Beach, California¹
Incorporated inDE²
Business address888 San Clemente Drive Suite 400, Newport Beach, Ca 92660²
Filer category, Emerging growth company²

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The Merger Agreement contains customary covenants of the parties thereto, including:³ From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Financial statements

Operating income⁴⁵-$1.8M in 2023+959% since 2021

Net income⁴⁵-$87.7K in 2023−47% since 2021

Fiscal year	2021	2022	2023
Operating income	-$166.6K⁴	-$541.2K⁵	-$1.8M⁵
Income before tax	-$166.6K⁴	$1.1M⁵	$722.9K⁵
Income tax		$421.2K⁵	$810.7K⁵
Net income	-$166.6K⁴	$722.1K⁵	-$87.7K⁵

Total assets⁴⁵$17.2M in 2023−85% since 2021

Shareholders’ equity⁴⁵-$2.4M in 2023+239670% since 2020

Cash⁴⁵$200.1K in 2023

Fiscal year	2020	2021	2022	2023	2024
Cash	$0⁴	$898.9K⁴	$687.5K⁵	$200.1K⁵
Current assets		$1.2M⁴	$119.2M⁵	$17.2M⁵
Total assets		$118.0M⁴	$119.2M⁵	$17.2M⁵
Current liabilities		$114.7K⁴	$645.9K⁵	$2.7M⁵
Retained earnings		-$167.6K⁴	$554.5K⁵	-$2.4M⁵
Shareholders’ equity	-$1.0K⁴	$1.1M⁵	$759.9K⁵	-$2.4M⁵
Shares outstanding			3.3M shares⁵	3.3M shares⁵	4.9M shares⁵

Cash from operations⁴⁵-$1.9M in 2023+384% since 2021

Fiscal year	2021	2022	2023
Cash from operations	-$390.9K⁴	-$243.5K⁵	-$1.9M⁵
Stock-based compensation		$0⁴
Cash from investing	-$116.7M⁴	$32.1K⁵	$104.4M⁵
Cash from financing	$118.0M⁴		-$103.0M⁵

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Corporate structure

Roth CH Acquisition V Co. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Roth CH Acquisition V Co.

Polar Asset Management Partners Inc. Filed SCHEDULE 13G/A on Roth CH Acquisition V Co., latest Feb 14, 2025 (2 filings since Feb 12, 2024)
Shaolin Capital Management LLC Filed SC 13G/A on Roth CH Acquisition V Co., latest Feb 22, 2024 (2 filings since Feb 14, 2023)
Byron Roth Filed SC 13G on Roth CH Acquisition V Co., latest Feb 14, 2024 (2 filings since Feb 14, 2022)
FIR TREE CAPITAL MANAGEMENT LP Filed SC 13G/A on Roth CH Acquisition V Co., latest Feb 14, 2024 (2 filings since Feb 14, 2023)
Saba Capital Management, L.P. Filed SC 13G/A on Roth CH Acquisition V Co., latest Feb 9, 2024 (3 filings since Dec 10, 2021)
SANDERS MORRIS HARRIS LLC Filed SC 13G/A on Roth CH Acquisition V Co., latest Dec 9, 2021

Roth CH Acquisition V Co. Newport Beach, California

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Roth CH Acquisition V Co. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

Item	Latest	A year before	Change
Cash and cash equivalents	$200.1K⁵ Dec 31, 2023	$687.5K⁵ Dec 31, 2022	−70.9%

Leadership

Who has led Roth CH Acquisition V Co., and when. Pick a name to see everywhere that person has worked.

Chief executive

Chair

President

Chief financial officer

Gordon J. Roth2021–2024

Chief operating officer

2025

Chief executive officerByron Roth Nov 30, 2021 to Dec 12, 2024⁸
Chief executive officerJohn C. Lipman Nov 30, 2021 to Dec 12, 2024⁹
ChairByron Roth Dec 6, 2021 to Dec 12, 2024¹⁰
ChairJohn C. Lipman Dec 6, 2021 to Dec 12, 2024¹¹
PresidentAaron Gurewitz Nov 30, 2021 to Dec 6, 2021¹²
PresidentRick Hartfiel Nov 30, 2021 to Nov 30, 2021¹³
Chief financial officerGordon J. Roth Nov 30, 2021 to Dec 12, 2024¹⁴
Chief operating officerRyan Hultstrand Mar 2, 2022 to Mar 2, 2022¹⁵
Chief operating officerAndrew Costa Nov 30, 2021 to Nov 30, 2021¹⁶
Chief operating officerMatthew Day Nov 30, 2021 to Nov 30, 2021¹⁷

Board members and other officers (6)

Chief Investment OfficerJoseph M. Tonnos Dec 6, 2023 to Dec 6, 2023¹⁸
Board memberAdam Rothstein Nov 30, 2021 to Dec 6, 2021¹⁹
Board memberByron Roth Nov 30, 2021 to Nov 30, 2021⁸
Board memberJohn C. Lipman Nov 30, 2021 to Nov 30, 2021⁹
Board memberPamela Jean Ellison Nov 30, 2021 to Dec 6, 2021²⁰
Board memberSam Chawla Nov 30, 2021 to Dec 6, 2021²¹

Timeline

Dec 9, 20248-K Listing notice or transfer²²
Dec 5, 20248-K Shareholder vote²³
Nov 29, 20248-K Shareholder vote²⁴
Nov 12, 20248-K Regulation FD disclosure²⁵
Oct 31, 20248-K Entered a material agreement²⁶
Jul 5, 20248-K Other events²⁷
Jun 11, 20248-K Entered a material agreement²⁸
Jun 3, 20248-K Entered a material agreement²⁹
May 17, 20248-K Listing notice or transfer³⁰
Mar 28, 20248-K Entered a material agreement; New debt or obligation³¹
Jan 17, 20248-K Regulation FD disclosure³²
Jan 5, 20248-K Entered a material agreement³³
Nov 30, 2021New chief executive John C. Lipman becomes CEO⁹
Nov 30, 2021New chief executive Byron Roth becomes CEO⁸

Filings

135 filings to the SEC since October 2021: 3 annual reports, 9 quarterly reports, 29 major events, 32 insider forms, 12 large holders, 50 other. The latest 20:

Feb 14, 2025SCHEDULE 13G/A EDGAR
Dec 12, 20244/A OWNERSHIP DOCUMENT EDGAR
Dec 12, 20244 OWNERSHIP DOCUMENT EDGAR
Dec 12, 20244/A OWNERSHIP DOCUMENT EDGAR
Dec 12, 20244/A OWNERSHIP DOCUMENT EDGAR
Dec 12, 20244/A OWNERSHIP DOCUMENT EDGAR
Dec 11, 20244 OWNERSHIP DOCUMENT EDGAR
Dec 11, 20244 OWNERSHIP DOCUMENT EDGAR
Dec 11, 20244 OWNERSHIP DOCUMENT EDGAR
Dec 11, 20244 OWNERSHIP DOCUMENT EDGAR
Dec 11, 2024RW EDGAR
Dec 9, 20248-K EDGAR
Dec 5, 20248-K EDGAR
Nov 29, 2024425 EDGAR
Nov 29, 20248-K EDGAR
Nov 19, 202410-Q EDGAR
Nov 19, 2024DEF 14A EDGAR
Nov 18, 2024UPLOAD EDGAR
Nov 14, 2024NT 10-Q EDGAR
Nov 12, 2024425 EDGAR

The 135 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

12 open-market trades by officers, directors and large owners since October 2021: 7 buys and 5 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Dec 6, 2024	CHLM Sponsor-5 LLC10% owner	Sale	137,500			Form 4
Dec 6, 2024	CR Financial Holdings, Inc.10% owner	Sale	130,881			Form 4
Dec 6, 2024	Roth ByronCo-CEO & Co-Chairman of Board	Sale	82,492			Form 4
Dec 6, 2024	ROTH GORDON JChief Financial Officer	Sale	16,960			Form 4
Dec 5, 2023	Polar Asset Management Partners Inc.10% owner	Sale	30,000	$10.67	$320.1K	Form 4
Dec 3, 2021	Rothstein AdamDirector	Buy	4,569	$10.00	$45.7K	Form 4
Dec 3, 2021	ROTH GORDON JChief Financial Officer	Buy	120,367	$10.00	$1.2M	Form 4
Dec 3, 2021	Roth ByronCo-CEO & Co-Chairman of Board	Buy	173,722	$10.00	$1.7M	Form 4
Dec 3, 2021	Ellison Pamela JeanDirector	Buy	4,569	$10.00	$45.7K	Form 4
Dec 3, 2021	LIPMAN JOHN CCo-CEO & Co-Chairman of Board	Buy	111,948	$10.00	$1.1M	Form 4
Dec 3, 2021	Gurewitz AaronCo-President	Buy	17,942	$10.00	$179.4K	Form 4
Dec 3, 2021	CHAWLA SAMDirector	Buy	4,569	$10.00	$45.7K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Polar Asset Management Partners Inc.SCHEDULE 13G/A, 2 filings Feb 12, 2024 to Feb 14, 2025³⁴
Shaolin Capital Management LLCSC 13G/A, 2 filings Feb 14, 2023 to Feb 22, 2024³⁵
Byron RothSC 13G, 2 filings Feb 14, 2022 to Feb 14, 2024³⁶
FIR TREE CAPITAL MANAGEMENT LPSC 13G/A, 2 filings Feb 14, 2023 to Feb 14, 2024³⁷
Saba Capital Management, L.P.SC 13G/A, 3 filings Dec 10, 2021 to Feb 9, 2024³⁸
SANDERS MORRIS HARRIS LLCSC 13G/A, 1 filing Dec 9, 2021³⁹

SEC filer profile

How Roth CH Acquisition V Co. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARRoth CH Acquisition V Co.¹
CIK0001885998
Employer ID (EIN)86-1229207¹
Filer status<br>emerging growth company¹
Incorporated inDelaware¹
Fiscal year endsDecember 31¹
Industry code (SIC)1311 Crude Petroleum & Natural Gas¹
SEC reviewing officeOffice of Energy & Transportation, Division of Corporation Finance¹
Business address888 San Clemente Drive Suite 400, Newport Beach, CA 92660¹
Phone9497205700¹
Shares outstanding4,919,297 as of Nov 19, 2024⁷
Public float$26.0M as of Jun 30, 2023⁵
On EDGAR sinceOct 8, 2021¹
Filings137 in all: 8-K (29), 3 (15), 4 (13), 10-Q (9), 425 (8), SC 13G (7), UPLOAD (7), CORRESP (5)¹
All 31 form types
DEFA14A (5), SC 13G/A (5), 4/A (4), DEF 14A (4), 10-K (3), NT 10-Q (3), PRE 14A (3), 424B4 (2), 25-NSE (1), 8-A12B (1), CERT (1), DEFM14A (1), DRS (1), EFFECT (1), NT 10-K (1), PRER14A (1), RW (1), S-1 (1), S-1/A (1), S-4 (1), S-4/A (1), SCHEDULE 13G/A (1), SEC STAFF LETTER (1)
Latest filingsAnnual report (10-K) Apr 1, 2024
Quarterly report (10-Q) Nov 19, 2024
Proxy statement (DEF 14A) Nov 19, 2024
Latest 8-K (8-K) Dec 9, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARRoth CH Acquisition V Co. filings on SEC EDGAR
2
SEC EDGARRoth CH Acquisition V Co. filings on SEC EDGAR
3
SEC EDGARRoth CH Acquisition V Co. annual report, Item 1 (Business)
4
SEC EDGARRoth CH Acquisition V Co. 10-K for fiscal 2021
5
SEC EDGARRoth CH Acquisition V Co. 10-K for fiscal 2022
6
SEC EDGARRoth CH Acquisition V Co. 10-Q for fiscal 2024
7
SEC EDGARRoth CH Acquisition V Co. 10-Q for fiscal 2024
8
SEC EDGARByron Roth, Chief executive officer
9
SEC EDGARJohn C. Lipman, Chief executive officer
10
SEC EDGARByron Roth, Chair
11
SEC EDGARJohn C. Lipman, Chair
12
SEC EDGARAaron Gurewitz, President
13
SEC EDGARRick Hartfiel, President
14
SEC EDGARGordon J. Roth, Chief financial officer
15
SEC EDGARRyan Hultstrand, Chief operating officer
16
SEC EDGARAndrew Costa, Chief operating officer
17
SEC EDGARMatthew Day, Chief operating officer
18
SEC EDGARJoseph M. Tonnos, Chief Investment Officer
19
SEC EDGARAdam Rothstein, Board member
20
SEC EDGARPamela Jean Ellison, Board member
21
SEC EDGARSam Chawla, Board member
22
SEC EDGARListing notice or transfer
23
SEC EDGARShareholder vote
24
SEC EDGARShareholder vote
25
SEC EDGARRegulation FD disclosure
26
SEC EDGAREntered a material agreement
27
SEC EDGAROther events
28
SEC EDGAREntered a material agreement
29
SEC EDGAREntered a material agreement
30
SEC EDGARListing notice or transfer
31
SEC EDGAREntered a material agreement; New debt or obligation
32
SEC EDGARRegulation FD disclosure
33
SEC EDGAREntered a material agreement
34
SEC EDGARPolar Asset Management Partners Inc. SCHEDULE 13G/A on Roth CH Acquisition V Co.
35
SEC EDGARShaolin Capital Management LLC SC 13G/A on Roth CH Acquisition V Co.
36
SEC EDGARByron Roth SC 13G on Roth CH Acquisition V Co.
37
SEC EDGARFIR TREE CAPITAL MANAGEMENT LP SC 13G/A on Roth CH Acquisition V Co.
38
SEC EDGARSaba Capital Management, L.P. SC 13G/A on Roth CH Acquisition V Co.
39
SEC EDGARSANDERS MORRIS HARRIS LLC SC 13G/A on Roth CH Acquisition V Co.