Venu Holding Corp (VENU) insider adds to $1.89 stake
Rhea-AI Filing Summary
Venu Holding Corp (VENU) reported that CEO, Chairman and 10% owner Jay W. Roth purchased 1,000 shares of common stock on 2026-08-19 at $1.8852 per share in an open-market or private transaction. Following this trade, he directly holds 9,269,864 shares. He is also deemed to have indirect beneficial ownership of 62,500 shares held by the JWR Living Trust and 999,720 shares held by the KMR Living Trust, where he serves as trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,000 shares
Net Buy
3 txns
Insider
ROTH JAY W
Role
CEO & Chairman
Bought
1,000 shs ($2K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock, par value $0.001 | 1,000 | $1.8852 | $2K |
| holding | Common Stock, par value $0.001 F1 | -- | -- | -- |
| holding | Common Stock, par value $0.001 F2 | -- | -- | -- |
Holdings After Transaction:
Common Stock, par value $0.001 — 9,269,864 shares (Direct);
Common Stock, par value $0.001 — 62,500 shares (Indirect, By JWR Living Trust dated November 19, 2012);
Common Stock, par value $0.001 — 999,720 shares (Indirect, By KMR Living Trust dated November 19, 2012)
Footnotes (2)
- 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.
Key Figures
Shares purchased: 1,000 shares
Purchase price per share: $1.8852 per share
Direct holdings after transaction: 9,269,864 shares
+2 more
5 metrics
Shares purchased
1,000 shares
Common Stock transaction on 2026-08-19 by Jay W. Roth
Purchase price per share
$1.8852 per share
Price for 1,000-share purchase on 2026-08-19
Direct holdings after transaction
9,269,864 shares
Common Stock directly owned by Jay W. Roth following the trade
Indirect holdings via JWR Living Trust
62,500 shares
Common Stock held by JWR Living Trust dated November 19, 2012
Indirect holdings via KMR Living Trust
999,720 shares
Common Stock held by KMR Living Trust dated November 19, 2012
Key Terms
indirect beneficial ownership, Living Trust, trustee
3 terms
indirect beneficial ownership financial
"Mr. Roth is deemed to have indirect beneficial ownership of the securities"
Living Trust financial
"These shares of common stock are owned directly by the JWR Living Trust"
trustee financial
"of which Mr. Jay W. Roth is a trustee"
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
FAQ
What insider transaction did VENU report for Jay W. Roth on this Form 4?
Venu Holding Corp reported that Jay W. Roth purchased 1,000 shares of common stock on 2026-08-19 at $1.8852 per share in an open-market or private transaction.
What indirect VENU holdings are reported for Jay W. Roth?
Indirect holdings include 62,500 shares owned by the JWR Living Trust and 999,720 shares owned by the KMR Living Trust. As trustee of both trusts, Jay W. Roth is deemed to have indirect beneficial ownership of these shares.
Was the VENU insider trade made under a Rule 10b5-1 trading plan?
The Form 4 indicates the Rule 10b5-1 checkbox is not affirmed, so the reported 1,000-share purchase by Jay W. Roth was not identified as being made under a Rule 10b5-1 trading plan.
What type of security did Jay W. Roth buy in VENU?
Jay W. Roth purchased Common Stock, par value $0.001 of Venu Holding Corp, acquiring 1,000 shares at a price of $1.8852 per share.
AI-generated analysis. How Rhea-AI works. Not financial advice.
