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organization · Reporting owner

CR Financial Holdings, Inc.

Disclosed activity across 4 companies

Tapewire entity
85137
SEC CIK
0001835871

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
QualTek Services Inc.ROCRU · Entity 11516310% ownerMarch 02, 2021March 02, 2021
Reservoir Media, Inc.ROCCU · Entity 529610% ownerDecember 15, 2020December 17, 2020
Roth CH Acquisition V Co.ROCL · Entity 8513610% ownerDecember 06, 2024December 12, 2024

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.

QualTek Services Inc.

Report date March 02, 2021 · Filed March 02, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect497,377 Reported balance Holding disclosure · report date 2021-03-02 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 497,377

Reservoir Media, Inc.

Report date December 15, 2020 · Filed December 17, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,068,252 Reported balance After 2020-12-15 transaction · row 1
1 source row

Row 1 · 2020-12-15 · Purchase · Acquired 180,562 · Balance 2,068,252

F1: The reporting person acquired units, consisting of shares and warrants.

Warrants to purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $11.50Direct90,281 Reported balance After 2020-12-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-12-15 · Purchase · Acquired 90,281 · Balance 90,281

F1: The reporting person acquired units, consisting of shares and warrants.

F2: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person acquired units, consisting of shares and warrants.

F2: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Roth CH Acquisition V Co.

Report date December 06, 2024 · Filed December 12, 2024 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect632,734 Reported balance After 2024-12-06 transaction · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 1 · 2024-12-06 · Other · Disposed 130,881 · Balance 632,734

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

TIGO ENERGY, INC.

Report date May 23, 2023 · Filed May 25, 2023

Section 16 reporting ended · disclosed 2023-05-25. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect289,676 Reported balance After 2023-05-23 transaction · row 1
1 source row

Row 1 · 2023-05-23 · Sale · Disposed 472,852 · Balance 289,676

F1: The reporting person disposed of (i) 375,950 shares of common stock and (ii) 96,902 units, each unit consisting of one share of common stock and one-half of one warrant, for total consideration of $525,645.94.

Warrants to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $11.50Direct4,285 Reported balance After 2023-05-23 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-05-23 · Sale · Disposed 48,451 · Balance 4,285

F1: The reporting person disposed of (i) 375,950 shares of common stock and (ii) 96,902 units, each unit consisting of one share of common stock and one-half of one warrant, for total consideration of $525,645.94.

F2: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person disposed of (i) 375,950 shares of common stock and (ii) 96,902 units, each unit consisting of one share of common stock and one-half of one warrant, for total consideration of $525,645.94.

F2: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 06, 2024 Filed Dec 11, 2024 21:15 UTC Roth CH Acquisition V Co. ROCL · Entity 85136 SaleCommon Stock 130,881 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-127720 · tm2430821-4_4seq1.xml · nonDerivative · entry 1

CR Financial Holdings, Inc. · CIK 0001835871 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 632,734

Read SEC document
December 06, 2024 Filed Dec 12, 2024 17:12 UTC Amendment Roth CH Acquisition V Co. ROCL · Entity 85136 OtherCommon Stock 130,881 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-128075 · tm2430821-6_4aseq1.xml · nonDerivative · entry 1

CR Financial Holdings, Inc. · CIK 0001835871 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 632,734

Read SEC document
May 23, 2023 Filed May 25, 2023 21:42 UTC TIGO ENERGY, INC. TYGO · Entity 6903 SaleWarrants to purchase common stock · Derivative 48,451 Not disclosed Strike: $11.50 Not disclosed
Disclosure

SEC source: 0001104659-23-064788 · tm2316861-6_4seq1.xml · derivative · entry 2

CR Financial Holdings, Inc. · CIK 0001835871 · former 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,285

Underlying: Common Stock · 48,451 shares

Expires not disclosed

F1 · price: The reporting person disposed of (i) 375,950 shares of common stock and (ii) 96,902 units, each unit consisting of one share of common stock and one-half of one warrant, for total consideration of $525,645.94.

F2 · derivative.exercise_date: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3 · derivative.expiration_date: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Read SEC document
May 23, 2023 Filed May 25, 2023 21:42 UTC TIGO ENERGY, INC. TYGO · Entity 6903 SaleCommon Stock 472,852 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-23-064788 · tm2316861-6_4seq1.xml · nonDerivative · entry 1

CR Financial Holdings, Inc. · CIK 0001835871 · former 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289,676

F1 · price: The reporting person disposed of (i) 375,950 shares of common stock and (ii) 96,902 units, each unit consisting of one share of common stock and one-half of one warrant, for total consideration of $525,645.94.

Read SEC document
December 15, 2020 Filed Dec 17, 2020 21:17 UTC Reservoir Media, Inc. ROCCU · Entity 5296 PurchaseWarrants to purchase Common Stock · Derivative 90,281 Not disclosed Strike: $11.50 Not disclosed
Disclosure

SEC source: 0001104659-20-136861 · tm2036996-26_form4.xml · derivative · entry 2

CR Financial Holdings, Inc. · CIK 0001835871 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,281

Underlying: Common Stock · 90,281 shares

Expires not disclosed

F1 · price: The reporting person acquired units, consisting of shares and warrants.

F2 · derivative.exercise_date: The warrants become exercisable 30 days after the consummation of the registrant's initial business combination.

F3 · derivative.expiration_date: The warrants expire 5 years after the completion of the registrant's initial business combination or earlier upon redemption or liquidation, as described in the registrant's prospectus filed with the SEC.

Read SEC document
December 15, 2020 Filed Dec 17, 2020 21:17 UTC Reservoir Media, Inc. ROCCU · Entity 5296 PurchaseCommon Stock 180,562 $10.00 $1,805,620.00
Disclosure

SEC source: 0001104659-20-136861 · tm2036996-26_form4.xml · nonDerivative · entry 1

CR Financial Holdings, Inc. · CIK 0001835871 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,068,252

F1 · shares: The reporting person acquired units, consisting of shares and warrants.

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.