Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Venu Holding CorpVENU · Entity 1049 | Director · CEO & Chairman · 10% owner | September 11, 2026 | September 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Venu Holding Corp
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001SEC Table I · non-derivative | IndirectBy JWR Living Trust dated November 19, 2012 | 262,500 |
Reported balance
After 2026-09-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-11 · Purchase · Acquired 200,000 · Balance 262,500 F1: These shares of common stock are owned directly by the JWR Living Trust dated November 19, 2012 (the "JWR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the securities held by the JWR Living Trust. |
| Common Stock, par value $0.001SEC Table I · non-derivative | Direct | 9,276,413 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,276,413 |
| Common Stock, par value $0.001SEC Table I · non-derivative | IndirectBy KMR Living Trust dated November 19, 2012 | 999,720 |
Reported balance
Holding disclosure · report date 2026-09-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 999,720 F2: These shares of common stock are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of common stock are owned directly by the JWR Living Trust dated November 19, 2012 (the "JWR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the securities held by the JWR Living Trust.
F2: These shares of common stock are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 20:05 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 200,000 | $1.75 | $350,000.00 |
DisclosureSEC source: 0001493152-26-042743 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By JWR Living Trust dated November 19, 2012 Disclosed balance after: 262,500 F1 · ownership.nature: These shares of common stock are owned directly by the JWR Living Trust dated November 19, 2012 (the "JWR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the securities held by the JWR Living Trust. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 20:05 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 49 | $1.88 | $92.17 |
DisclosureSEC source: 0001493152-26-041957 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,276,413 Read SEC document |
| September 02, 2026 Filed Sep 3, 2026 20:05 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,400 | $1.83 | $2,561.30 |
DisclosureSEC source: 0001493152-26-041361 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,276,364 Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 22:23 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 2,100 | $1.90 | $4,000.08 |
DisclosureSEC source: 0001493152-26-041271 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,274,964 Read SEC document |
| August 27, 2026 Filed Aug 31, 2026 20:05 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,000 | $2.02 | $2,016.80 |
DisclosureSEC source: 0001493152-26-040817 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,272,864 Read SEC document |
| August 25, 2026 Filed Aug 26, 2026 20:05 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,000 | $1.90 | $1,897.80 |
DisclosureSEC source: 0001493152-26-040234 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,271,864 Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 01:18 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,000 | $1.92 | $1,917.60 |
DisclosureSEC source: 0001493152-26-039935 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,270,864 Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:00 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,000 | $1.89 | $1,885.20 |
DisclosureSEC source: 0001493152-26-039663 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,269,864 Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 20:00 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,000 | $1.84 | $1,839.90 |
DisclosureSEC source: 0001493152-26-039199 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,268,864 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 18:59 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 4,750 | $1.97 | $9,364.63 |
DisclosureSEC source: 0001493152-26-038979 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,267,864 Read SEC document |
| July 09, 2026 Filed Jul 10, 2026 22:35 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 7,850 | $2.54 | $19,910.74 |
DisclosureSEC source: 0001493152-26-032886 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,263,114 Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 22:00 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 1,620 | $2.10 | $3,401.03 |
DisclosureSEC source: 0001493152-26-032389 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,255,264 Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:12 UTC | Venu Holding Corp VENU · Entity 1049 | GrantWarrant (right to buy) · Derivative | 2,500,000 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001493152-26-027974 · ownership.xml · derivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By J.W. Roth Holding Corporation Disclosed balance after: 2,500,000 Underlying: Common Stock, par value $0.001 per share · 2,500,000 shares Expires 2034-06-05 F1 · ownership.nature: This warrant is owned directly by J.W. Roth Holding Corporation ("HoldCo"). As an officer and director of HoldCo, Mr. Jay W. Roth is deemed to have indirect beneficial ownership of the securities held by HoldCo due to his pecuniary interest therein. The grant of this warrant was approved by the board of directors of Venu Holding Corporation and is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(d)(1) promulgated thereunder. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Warrants (right to buy) · Derivative | 62,500 | $4.00 Strike: $5.00 | $250,000.00 |
DisclosureSEC source: 0001493152-26-009864 · ownership.xml · derivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By JWR Living Trust dated November 19, 2012 Disclosed balance after: 62,500 Underlying: Common Stock, par value $0.001 · 62,500 shares Expires 2031-03-10 F1 · security: These securities of Venu Holding Corporation (the "Issuer") were purchased in the Issuer's registered underwritten public offering, which closed on March 10, 2026 (the "Offering"). Each share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), sold in the Offering was accompanied by a warrant to purchase one share of Common Stock (collectively, the "Common Warrants"). F2 · price: Represents the aggregate purchase price for each share of Common Stock and accompanying Common Warrant purchased in the Offering. F5 · derivative.exercise_date: These Common Warrants are immediately exercisable and will expire on the fifth anniversary of their issuance, subject to the beneficial-ownership limitation set forth in the Common Warrants, which prohibits the holder from exercising the Common Warrants if such exercise would cause the holder, together with its affiliates, to own more than 4.99% of the Issuer's total number of shares of Common Stock then issued and outstanding. F5 · derivative.expiration_date: These Common Warrants are immediately exercisable and will expire on the fifth anniversary of their issuance, subject to the beneficial-ownership limitation set forth in the Common Warrants, which prohibits the holder from exercising the Common Warrants if such exercise would cause the holder, together with its affiliates, to own more than 4.99% of the Issuer's total number of shares of Common Stock then issued and outstanding. F3 · ownership.nature: These securities are owned directly by the JWR Living Trust dated November 19, 2012 (the "JWR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the securities held by the JWR Living Trust. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:22 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 62,500 | $4.00 | $250,000.00 |
DisclosureSEC source: 0001493152-26-009864 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By JWR Living Trust dated November 19, 2012 Disclosed balance after: 62,500 F1 · security: These securities of Venu Holding Corporation (the "Issuer") were purchased in the Issuer's registered underwritten public offering, which closed on March 10, 2026 (the "Offering"). Each share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), sold in the Offering was accompanied by a warrant to purchase one share of Common Stock (collectively, the "Common Warrants"). F2 · price: Represents the aggregate purchase price for each share of Common Stock and accompanying Common Warrant purchased in the Offering. F3 · ownership.nature: These securities are owned directly by the JWR Living Trust dated November 19, 2012 (the "JWR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the securities held by the JWR Living Trust. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 4,000 | $5.23 | $20,920.00 |
DisclosureSEC source: 0001493152-26-007745 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,253,644 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 11:15 UTC | Venu Holding Corp VENU · Entity 1049 | PurchaseCommon Stock, par value $0.001 | 5,000 | $5.55 | $27,750.00 |
DisclosureSEC source: 0001493152-26-004817 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,249,644 Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 23:22 UTC | Venu Holding Corp VENU · Entity 1049 | GrantStock Option (Right to Buy) · Derivative | 3,000,000 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001493152-26-003272 · ownership.xml · derivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000,000 Underlying: Common Stock · 3,000,000 shares Expires not disclosed F1 · security: The grant of this stock option to the Reporting Person was approved by the board of directors of Venu Holding Corporation (the "Issuer") and is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(d)(1) promulgated thereunder. F2 · derivative.exercise_date: This option vests and becomes exercisable in three 1,000,000-share increments (each, a "Tranche") if the per-share price of the Issuer's common stock reaches $15.00, $20.00, and $25.00, respectively within a defined timeframe (each, a "Vesting Trigger"). F3 · derivative.expiration_date: Each Tranche will expire five years from the date such Tranche becomes vested and exercisable upon satisfaction of the applicable Vesting Trigger but in no event later than 10 years from the date of grant. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 00:33 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 832 | $12.20 | $10,150.40 |
DisclosureSEC source: 0001641172-25-019569 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 999,720 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 11, 2025 Filed Jul 15, 2025 00:33 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 3,055 | $12.20 | $37,271.00 |
DisclosureSEC source: 0001641172-25-019569 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,244,644 Read SEC document |
| July 10, 2025 Filed Jul 15, 2025 00:33 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 627 | $12.39 | $7,768.53 |
DisclosureSEC source: 0001641172-25-019569 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,000,552 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 10, 2025 Filed Jul 15, 2025 00:33 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 2,304 | $12.39 | $28,546.56 |
DisclosureSEC source: 0001641172-25-019569 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,247,699 Read SEC document |
| July 09, 2025 Filed Jul 10, 2025 21:44 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 1,497 | $12.31 | $18,428.07 |
DisclosureSEC source: 0001641172-25-018638 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,001,179 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 09, 2025 Filed Jul 10, 2025 21:44 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 5,497 | $12.31 | $67,668.07 |
DisclosureSEC source: 0001641172-25-018638 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,250,003 Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 21:44 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 1,674 | $12.88 | $21,561.12 |
DisclosureSEC source: 0001641172-25-018638 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,002,676 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 21:44 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 6,149 | $12.88 | $79,199.12 |
DisclosureSEC source: 0001641172-25-018638 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,255,500 Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 00:14 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 996 | $12.56 | $12,509.76 |
DisclosureSEC source: 0001641172-25-018275 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,004,350 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 00:14 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 3,656 | $12.56 | $45,919.36 |
DisclosureSEC source: 0001641172-25-018275 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,261,649 Read SEC document |
| July 03, 2025 Filed Jul 9, 2025 00:14 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 741 | $12.93 | $9,581.13 |
DisclosureSEC source: 0001641172-25-018275 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,005,346 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 03, 2025 Filed Jul 9, 2025 00:14 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 2,723 | $12.93 | $35,208.39 |
DisclosureSEC source: 0001641172-25-018275 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,265,305 Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 1,381 | $12.39 | $17,110.59 |
DisclosureSEC source: 0001641172-25-017839 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,006,087 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 5,073 | $12.39 | $62,854.47 |
DisclosureSEC source: 0001641172-25-017839 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,268,028 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 2,233 | $12.22 | $27,287.26 |
DisclosureSEC source: 0001641172-25-017839 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,007,468 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 8,201 | $12.22 | $100,216.22 |
DisclosureSEC source: 0001641172-25-017839 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,273,101 Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 1,818 | $12.10 | $21,997.80 |
DisclosureSEC source: 0001641172-25-017385 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,009,701 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 6,676 | $12.10 | $80,779.60 |
DisclosureSEC source: 0001641172-25-017385 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,281,302 Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 830 | $12.02 | $9,976.60 |
DisclosureSEC source: 0001641172-25-016940 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,011,519 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 3,049 | $12.02 | $36,648.98 |
DisclosureSEC source: 0001641172-25-016940 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,287,978 Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 274 | $12.54 | $3,435.96 |
DisclosureSEC source: 0001641172-25-016940 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,012,349 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 1,049 | $12.54 | $13,154.46 |
DisclosureSEC source: 0001641172-25-016940 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,291,027 Read SEC document |
| June 24, 2025 Filed Jun 25, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 4,913 | $13.05 | $64,114.65 |
DisclosureSEC source: 0001641172-25-016491 · ownership.xml · nonDerivative · entry 4 ROTH JAY W · CIK 0001005645 · Director · CEO, Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,012,623 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| June 24, 2025 Filed Jun 25, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 18,046 | $13.05 | $235,500.30 |
DisclosureSEC source: 0001641172-25-016491 · ownership.xml · nonDerivative · entry 2 ROTH JAY W · CIK 0001005645 · Director · CEO, Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,292,076 Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 5,129 | $13.44 | $68,933.76 |
DisclosureSEC source: 0001641172-25-016491 · ownership.xml · nonDerivative · entry 3 ROTH JAY W · CIK 0001005645 · Director · CEO, Chairman 10b5-1 filing: Plan reported Ownership: Indirect · By KMR Living Trust dated November 19, 2012 Disclosed balance after: 1,017,536 F1 · ownership.nature: These shares of common stock, par value $0.001 per share (the "Common Stock"), are owned directly by the KMR Living Trust dated November 19, 2012 (the "KMR Living Trust"), of which Mr. Jay W. Roth is a trustee. As a trustee, Mr. Roth is deemed to have indirect beneficial ownership of the shares held by the KMR Living Trust. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 21:00 UTC | Venu Holding Corp VENU · Entity 1049 | SaleCommon Stock | 18,418 | $13.44 | $247,537.92 |
DisclosureSEC source: 0001641172-25-016491 · ownership.xml · nonDerivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO, Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,310,122 Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 22:55 UTC | Venu Holding Corp VENU · Entity 1049 | GrantStock Option (Right to Buy) · Derivative | 1,250,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001493152-25-002587 · ownership.xml · derivative · entry 1 ROTH JAY W · CIK 0001005645 · Director · CEO, Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250,000 Underlying: Common Stock · 1,250,000 shares Expires 2030-01-14 F1 · security: The grant of this stock option to the Reporting Person was approved by the board of directors of Venu Holding Corporation and is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(d)(1) promulgated thereunder. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.