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Venu Holding Corporation (VENU)

USD2.75 -0.06 (-2.14%)
US AMEX Consumer Cyclical Restaurants
Address 1755 Telstar Drive 80920
Colorado Springs, CO, US
CEO Jay W. Roth
Website venu.live
IPO 2024-11-27
CIK 1770501 ISIN US92333E1047

Explore sections of this company profile

Description

Venu Holding Corporation operates as an enterprise within the entertainment and hospitality sectors. The company specializes in the conceptualization, development, ownership, and management of premium music venues, outdoor concert amphitheatres, and full-service restaurants and bars throughout the United States. Its portfolio encompasses a variety of branded operations: indoor music venues under the "Bourbon Brothers Presents" banner, outdoor performance spaces known as "The Sunset Amphitheater," and a selection of restaurants including "Bourbon Brothers Smokehouse & Tavern," "Notes Eatery," "Roth's Seafood & Chophouse," and "Notes Hospitality Collection." Additionally, the company manages bar establishments under the "Brohan's" brand. Beyond its core properties, Venu Holding Corporation also organizes events and offers its venues for rental. Established in 2017, the corporation is headquartered in Colorado Springs, Colorado. It was formerly known as Notes Live, Inc., officially changing its name to Venu Holding Corporation in September 2024.

News Sentiment (7d)
62 Positive

5 articles

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.75 -0.06 (-2.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
527.8K
Beta
3.21
Float Shares
24.87M
Free Float %
61.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.98% -0.27% -15.96% -29.83% -56.91% -55.58% -61.04% -63.04% -63.04% -63.04% -63.04%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2.75
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 -1
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-0.04
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • ✗
    Revenue growth Restaurants: +7.4%
    +0.4% Q1'26: +11.5% (vs Q1'25)
  • ✗
    EPS growth Restaurants: +14.8%
    -35.8% Q1'26: +39.6% (vs Q1'25)
  • ✗
    FCF margin FCF growth · Restaurants: +21.6%
    -54.8% Q1'26: -1,906.9% (vs Q1'25)
  • ✗
    EBIT margin Restaurants: +6.1%
    -258.1% Q1'26: -294.5% (vs Q1'25)
  • ✗
    ROIC Restaurants: +6.2%
    -17.4% Q1'26: -13.5% (vs Q1'25)
  • ✓
    Share dilution Restaurants: +0.0%
    -2.6% ★ Q1'26: -99.2% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    -2.69× Q1'26: -3.31× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (3.16) × ERP
WACC = 57% × Ke + 43% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Current price: 2.75
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual 		Dec 2025
actual 		Dec 2026
1 Rev. Ana.
1 EPS Ana. 		Dec 2027
1 Rev. Ana.
1 EPS Ana. 		Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
17.83M
est: 16.47M (+8.3%)
17.90M
est: 17.95M (-0.3%)
18.75M
18.75M – 18.75M
+4.5% YoY
34.23M
34.23M – 34.23M
+82.6% YoY
92.63M
92.62M – 92.65M
+170.6% YoY
EBITDA
-28.30M
est: -14.30M (-98.0%)
-39.96M
est: -15.59M (-156.4%)
-16.28M
-16.28M – -16.28M
-4.5% YoY
-29.72M
-29.72M – -29.72M
-82.6% YoY
-80.43M
-80.44M – -80.41M
-170.6% YoY
EBIT
-31.96M
est: -15.47M (-106.6%)
-46.20M
est: -16.86M (-174.0%)
-17.62M
-17.62M – -17.62M
-4.5% YoY
-32.16M
-32.16M – -32.16M
-82.6% YoY
-87.02M
-87.04M – -87.01M
-170.6% YoY
Net Income
-30.34M
est: -23.27M (-30.4%)
-44.09M
est: -47.63M (+7.4%)
-36.72M
-36.72M – -36.72M
+22.9% YoY
-18.18M
-18.18M – -18.18M
+50.5% YoY
8.36M
8.36M – 8.36M
+146.0% YoY
SGA
30.85M
est: 19.74M (+56.3%)
52.30M
est: 21.52M (+143.1%)
22.48M
22.48M – 22.48M
+4.5% YoY
41.03M
41.03M – 41.03M
+82.6% YoY
111.03M
111.02M – 111.05M
+170.6% YoY
EPS
-0.81
est: -0.64 (-26.6%)
-1.11
est: -1.31 (+15.3%)
-1.01
-1.01 – -1.01
+22.9% YoY
-0.50
-0.50 – -0.50
+50.5% YoY
0.23
0.23 – 0.23
+146.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-14 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-13 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-12 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-163.56M
OE per share TTM
-4.36
Owner's Yield
-116.55%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
968.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
8.44M
Insider transactions (90d)
1
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-27 vs prev Q
New positions
6
Closed positions
33
Increased
14
Reduced
4
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 VANGUARD GROUP INC 1.51M +154.0K (+11.4%) 12.68M -4.6M (-26.8%) 3.96% +0.404 pp 0.00% 0.000 pp USD11.78 -28.5% 3 qtrs —
2 CITADEL ADVISORS LLC 591.4K -101.7K (-14.7%) 4.98M -3.9M (-43.9%) 1.56% -0.268 pp 0.00% -0.001 pp USD12.81 -34.3% 2 qtrs —
3 BLACKROCK, INC. 428.6K +1.7K (+0.4%) 3.61M -1.9M (-34.0%) 1.13% +0.004 pp 0.00% +0.000 pp USD12.79 -34.2% 2 qtrs —
4 FIRST WESTERN TRUST BANK 400.1K -250.0K (-38.5%) 3.37M -5.0M (-59.5%) 1.05% -0.659 pp 0.17% -0.217 pp USD10.62 -20.7% 4 qtrs —
5 GEODE CAPITAL MANAGEMENT, LLC 329.0K +14.5K (+4.6%) 2.77M -1.3M (-31.2%) 0.87% +0.038 pp 0.00% 0.000 pp USD12.62 -33.3% 2 qtrs —
6 FORT POINT CAPITAL PARTNERS LLC 245.1K +174.7K (+248.1%) 2.14M +1.2M (+137.7%) 0.65% +0.460 pp 0.24% +0.135 pp USD8.81 -4.4% 5 qtrs —
7 MORGAN STANLEY 213.3K +72.1K (+51.1%) 1.80M -12.7K (-0.7%) 0.56% +0.190 pp 0.00% +0.000 pp USD9.68 -13.0% 4 qtrs —
8 BLEICHROEDER LP 200.0K +— (+0.0%) 1.68M -878.0K (-34.3%) 0.53% 0.000 pp 0.30% -0.203 pp USD12.81 -34.3% 2 qtrs —
9 BARD ASSOCIATES INC 184.6K -12.2K (-6.2%) 1.55M -967.1K (-38.4%) 0.49% -0.032 pp 0.40% -0.270 pp USD9.15 -8.0% 5 qtrs —
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 184.5K +9.8K (+5.6%) 1.55M -684.0K (-30.6%) 0.49% +0.026 pp 0.00% 0.000 pp USD12.58 -33.1% 2 qtrs —
11 GOLDMAN SACHS GROUP INC 141.1K +141.1K (+100.0%) 1.19M +1.2M (+100.0%) 0.37% +0.371 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
12 STATE STREET CORP 130.3K +15.3K (+13.3%) 1.10M -375.7K (-25.5%) 0.34% +0.040 pp 0.00% +0.000 pp USD12.29 -31.5% 2 qtrs —
13 MARSHALL WACE, LLP 109.9K +109.9K (+100.0%) 925.3K +925.3K (+100.0%) 0.29% +0.289 pp 0.00% +0.001 pp USD8.42 +0.0% 1 qtrs NEW
14 COLONY GROUP, LLC 108.2K +108.2K (+100.0%) 910.7K +910.7K (+100.0%) 0.28% +0.285 pp 0.00% +0.001 pp USD8.42 +0.0% 1 qtrs NEW
15 WILLIS INVESTMENT COUNSEL 105.0K +67.5K (+180.0%) 884.1K +403.7K (+84.0%) 0.28% +0.178 pp 0.05% +0.019 pp USD9.99 -15.7% 4 qtrs —
16 1492 CAPITAL MANAGEMENT LLC 80.2K -4.5K (-5.4%) 674.9K -410.0K (-37.8%) 0.21% -0.012 pp 0.26% -0.180 pp USD12.81 -34.3% 2 qtrs —
17 GIBRALTAR CAPITAL MANAGEMENT, INC. 74.0K +— (+0.0%) 623.1K -324.9K (-34.3%) 0.19% 0.000 pp 0.11% -0.064 pp USD12.81 -34.3% 2 qtrs —
18 INTERGY PRIVATE WEALTH, LLC 70.3K +70.3K (+100.0%) 592.0K +592.0K (+100.0%) 0.19% +0.185 pp 0.18% +0.179 pp USD8.42 +0.0% 1 qtrs NEW
19 ALTUS WEALTH GROUP LLC 70.0K +— (+0.0%) 589.4K -307.3K (-34.3%) 0.18% 0.000 pp 0.24% -0.133 pp USD12.52 -32.7% 3 qtrs —
20 QUBE RESEARCH & TECHNOLOGIES LTD 67.3K +67.3K (+100.0%) 566.4K +566.4K (+100.0%) 0.18% +0.177 pp 0.00% +0.001 pp USD8.42 +0.0% 1 qtrs NEW
21 NORTHERN TRUST CORP 65.4K +7.6K (+13.1%) 550.7K -190.0K (-25.7%) 0.17% +0.020 pp 0.00% +0.000 pp USD12.30 -31.5% 2 qtrs —
22 HOHIMER WEALTH MANAGEMENT, LLC 55.0K -20.0K (-26.7%) 463.1K -497.7K (-51.8%) 0.14% -0.053 pp 0.06% -0.072 pp USD12.81 -34.3% 2 qtrs —
23 EXODUSPOINT CAPITAL MANAGEMENT, LP 37.1K +37.1K (+100.0%) 312.7K +312.7K (+100.0%) 0.10% +0.098 pp 0.00% +0.003 pp USD8.42 +0.0% 1 qtrs NEW
24 DIAMETRIC CAPITAL, LP 36.9K -88.3K (-70.6%) 310.3K -1.3M (-80.7%) 0.10% -0.233 pp 0.08% -0.512 pp USD12.81 -34.3% 2 qtrs —
25 BARCLAYS PLC 32.6K +32.6K (+100.0%) 274.2K +274.2K (+100.0%) 0.09% +0.086 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
26 PALLAS CAPITAL ADVISORS LLC 28.7K +— (+0.0%) 241.4K -125.8K (-34.3%) 0.08% +0.000 pp 0.01% -0.006 pp USD10.49 -19.7% 4 qtrs —
27 OMERS ADMINISTRATION CORP 28.2K +28.2K (+100.0%) 237.4K +237.4K (+100.0%) 0.07% +0.074 pp 0.00% +0.002 pp USD8.42 +0.0% 1 qtrs NEW
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22.6K +22.6K (+100.0%) 181.1K +181.1K (+100.0%) 0.06% +0.060 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
29 MILLENNIUM MANAGEMENT LLC 20.1K +20.1K (+100.0%) 169.6K +169.6K (+100.0%) 0.05% +0.053 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
30 NORTH CAPITAL, INC. 17.2K +3.3K (+23.4%) 144.7K -33.8K (-18.9%) 0.05% +0.009 pp 0.12% -0.013 pp USD9.49 -11.3% 4 qtrs —
31 JANE STREET GROUP, LLC 15.5K +15.5K (+100.0%) 130.1K +130.1K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
32 CYPRESS CAPITAL MANAGEMENT LLC (WY) 14.3K +2.0K (+16.3%) 120.2K -37.1K (-23.6%) 0.04% +0.005 pp 0.11% -0.033 pp USD9.88 -14.8% 4 qtrs —
33 BANK OF AMERICA CORP /DE/ 13.6K +7.6K (+126.9%) 114.4K +37.7K (+49.1%) 0.04% +0.020 pp 0.00% +0.000 pp USD10.35 -18.6% 2 qtrs —
34 LIGHTHOUSE INVESTMENT PARTNERS, LLC 11.7K +11.7K (+100.0%) 98.5K +98.5K (+100.0%) 0.03% +0.031 pp 0.00% +0.003 pp USD8.42 +0.0% 1 qtrs NEW
35 EXCHANGE TRADED CONCEPTS, LLC 11.4K -3.4K (-22.9%) 96.3K -93.6K (-49.3%) 0.03% -0.009 pp 0.00% -0.001 pp USD12.81 -34.3% 4 qtrs —
36 PRELUDE CAPITAL MANAGEMENT, LLC 11.4K -23.2K (-67.0%) 96.2K -347.5K (-78.3%) 0.03% -0.061 pp 0.01% -0.028 pp USD12.81 -34.3% 2 qtrs —
37 COMMONWEALTH EQUITY SERVICES, LLC 10.9K +— (+0.0%) 91.9K -48.1K (-34.4%) 0.03% +0.000 pp 0.00% 0.000 pp USD12.81 -34.3% 2 qtrs —
38 BALYASNY ASSET MANAGEMENT L.P. 10.8K +10.8K (+100.0%) 91.3K +91.3K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
39 APOLLON WEALTH MANAGEMENT, LLC 10.5K +10.5K (+100.0%) 88.1K +88.1K (+100.0%) 0.03% +0.028 pp 0.00% +0.002 pp USD8.42 +0.0% 1 qtrs NEW
40 UBS GROUP AG 8.1K +979.0 (+13.8%) 68.0K -22.9K (-25.2%) 0.02% +0.003 pp 0.00% +0.000 pp USD10.74 -21.6% 5 qtrs —
41 CITIGROUP INC 6.1K +1.4K (+30.1%) 51.6K -8.7K (-14.5%) 0.02% +0.004 pp 0.00% +0.000 pp USD11.79 -28.6% 4 qtrs —
42 EVERSOURCE WEALTH ADVISORS, LLC 3.0K +— (+0.0%) 25.3K -13.2K (-34.3%) 0.01% +0.000 pp 0.00% -0.001 pp USD12.47 -32.5% 3 qtrs —
43 UNIPLAN INVESTMENT COUNSEL, INC. 800.00 -128.3K (-99.4%) 10.3K -1.6M (-99.4%) 0.00% -0.338 pp 0.00% -0.161 pp USD12.45 -32.4% 3 qtrs —
44 FNY INVESTMENT ADVISERS, LLC 1.0K +1.0K (+100.0%) 8.0K +8.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.002 pp USD8.42 +0.0% 1 qtrs NEW
45 ROYAL BANK OF CANADA 712.00 +277.0 (+63.7%) 6.0K +1.0K (+20.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD11.10 -24.1% 4 qtrs —
46 AMERITAS INVESTMENT PARTNERS, INC. 560.00 +— (+0.0%) 4.7K -2.5K (-34.3%) 0.00% +0.000 pp 0.00% 0.000 pp USD12.81 -34.3% 2 qtrs —
47 JONES FINANCIAL COMPANIES LLLP 317.00 +— (+0.0%) 2.7K -1.4K (-33.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.81 -34.3% 2 qtrs —
48 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 250.00 +250.0 (+100.0%) 2.1K +2.1K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
49 SIMPLEX TRADING, LLC 209.00 +209.0 (+100.0%) 1.8K +1.8K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD8.42 +0.0% 1 qtrs NEW
50 ADVISOR GROUP HOLDINGS, INC. 200.00 +— (+0.0%) 1.7K -896.0 (-34.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.81 -34.3% 2 qtrs —
51 — — -60.0K (-100.0%) — -768.6K (-100.0%) 0.00% -0.158 pp 0.00% -0.467 pp USD— 2 qtrs SOLD
52 EAM INVESTORS, LLC — -68.5K (-100.0%) — -877.3K (-100.0%) 0.00% -0.180 pp 0.00% -0.101 pp USD— 3 qtrs SOLD
53 POINT72 ASSET MANAGEMENT, L.P. — -62.4K (-100.0%) — -799.3K (-100.0%) 0.00% -0.164 pp 0.00% -0.001 pp USD— 2 qtrs SOLD
54 ROCKEFELLER CAPITAL MANAGEMENT L.P. — -33.2K (-100.0%) — -425.5K (-100.0%) 0.00% -0.087 pp 0.00% -0.001 pp USD— 2 qtrs SOLD
55 TORTOISE INVESTMENT MANAGEMENT, LLC — -200.0 (-100.0%) — -2.6K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD— 4 qtrs SOLD
56 JPMORGAN CHASE & CO — -936.0 (-100.0%) — -12.0K (-100.0%) 0.00% -0.003 pp 0.00% +0.000 pp USD— 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 35 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 MUSQ Global Music Industry Index ETF MUSQ 0.45% 112.4K 0.76%
2 iShares Micro-Cap ETF IWC 0.03% 427.3K 0.60%
3 iShares Russell 2000 Value ETF IWN 0.01% 1.09M 0.24%
4 Global X - Russell 2000 ETF RSSL 0.00% 59.8K 0.08%
5 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 12.9K 0.25%
6 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.00% 106.4K 0.30%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 1.9K 0.39%
8 iShares Russell 2000 ETF IWM 0.00% 2.81M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 18.3K 0.36%
10 Schwab U.S. Small-Cap ETF SCHA 0.00% 604.1K 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
150.0K
Cash buys
—
Cash sales
—
Net activity
-150,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-07 O'Neil Kevin Wayne 10% Owner G-Gift D Warrants (Option to Buy) 150,000 10.00 1.50M 1,095,000 D ↗
2026-03-10 ROTH JAY W Director / Officer / 10% Owner P-Purchase A Common Stock, par value $0.001 62,500 4.00 250.0K 62,500 I ↗
2026-02-20 ROTH JAY W Director / Officer / 10% Owner P-Purchase A Common Stock, par value $0.001 4,000 5.23 20.9K 9,253,644 D ↗
2026-01-30 ROTH JAY W Director / Officer / 10% Owner P-Purchase A Common Stock, par value $0.001 5,000 5.55 27.8K 9,249,644 D ↗
2026-01-20 ROTH JAY W Director / Officer / 10% Owner A-Award A Stock Option (Right to Buy) 3,000,000 8.40 25.20M 3,000,000 D ↗
2026-01-12 Sutter Vic Officer A-Award A Stock Option (Right to Buy) 100,000 9.48 948.0K 100,000 D ↗
2025-12-31 Craddock Matthew Director P-Purchase A Common Stock 181 8.12 1.5K 75,285 D ↗
2025-12-30 Finke Thomas M Director P-Purchase A Common Stock 4,361 7.80 34.0K 29,961 D ↗
2025-12-26 Finke Thomas M Director P-Purchase A Common Stock 200 8.15 1.6K 25,400 D ↗
2025-11-18 O'Neil Kevin Wayne 10% Owner P-Purchase A Common Stock 5,000 8.65 43.3K 2,101,716 D ↗
2025-11-05 O'Neil Kevin Wayne 10% Owner J-Other D Common Stock 427,000 13.44 5.74M 2,076,505 D ↗
2025-10-28 Finke Thomas M Director A-Award A Stock Option (Right to Buy) 250,000 10.00 2.50M 250,000 D ↗
2025-08-28 Finke Thomas M Director J-Other A Common Stock 25,000 12.00 300.0K 25,000 D ↗
2025-07-11 ROTH JAY W Director / Officer S-Sale D Common Stock 832 12.20 10.2K 999,720 I ↗
2025-07-11 Cominsky Stephen Joseph Director S-Sale D Common Stock 93 12.20 1.1K 67,049 D ↗
2025-07-11 Atkinson Heather Director / Officer S-Sale D Common Stock 154 12.20 1.9K 143,998 D ↗
2025-07-10 ROTH JAY W Director / Officer S-Sale D Common Stock 2,304 12.39 28.5K 9,247,699 D ↗
2025-07-10 Atkinson Heather Director / Officer S-Sale D Common Stock 116 12.39 1.4K 144,152 D ↗
2025-07-09 ROTH JAY W Director / Officer S-Sale D Common Stock 5,497 12.31 67.7K 9,250,003 D ↗
2025-07-09 Atkinson Heather Director / Officer S-Sale D Common Stock 277 12.31 3.4K 144,268 D ↗
2025-07-08 ROTH JAY W Director / Officer S-Sale D Common Stock 6,149 12.88 79.2K 9,255,500 D ↗
2025-07-08 Atkinson Heather Director / Officer S-Sale D Common Stock 310 12.88 4.0K 144,545 D ↗
2025-07-07 ROTH JAY W Director / Officer S-Sale D Common Stock 996 12.56 12.5K 1,004,350 I ↗
2025-07-07 Atkinson Heather Director / Officer S-Sale D Common Stock 184 12.56 2.3K 144,855 D ↗
2025-07-03 ROTH JAY W Director / Officer S-Sale D Common Stock 741 12.93 9.6K 1,005,346 I ↗
2025-07-03 Atkinson Heather Director / Officer S-Sale D Common Stock 137 12.93 1.8K 145,039 D ↗
2025-07-02 ROTH JAY W Director / Officer S-Sale D Common Stock 5,073 12.39 62.9K 9,268,028 D ↗
2025-07-02 Atkinson Heather Director / Officer S-Sale D Common Stock 256 12.39 3.2K 145,176 D ↗
2025-07-01 ROTH JAY W Director / Officer S-Sale D Common Stock 8,201 12.22 100.2K 9,273,101 D ↗
2025-07-01 Atkinson Heather Director / Officer S-Sale D Common Stock 414 12.22 5.1K 145,432 D ↗
2025-06-30 LAVIGNE DAVID Director S-Sale D Common Stock 2,390 11.32 27.1K 163,474 D ↗
2025-06-27 ROTH JAY W Director / Officer S-Sale D Common Stock 6,676 12.10 80.8K 9,281,302 D ↗
2025-06-27 LAVIGNE DAVID Director S-Sale D Common Stock 6,435 11.34 73.0K 165,864 D ↗
2025-06-27 Atkinson Heather Director / Officer S-Sale D Common Stock 337 12.10 4.1K 145,846 D ↗
2025-06-26 ROTH JAY W Director / Officer S-Sale D Common Stock 830 12.02 10.0K 1,011,519 I ↗
2025-06-26 LAVIGNE DAVID Director S-Sale D Common Stock 3,263 11.92 38.9K 172,299 D ↗
2025-06-26 Atkinson Heather Director / Officer S-Sale D Common Stock 154 12.02 1.9K 146,183 D ↗
2025-06-25 ROTH JAY W Director / Officer S-Sale D Common Stock 274 12.54 3.4K 1,012,349 I ↗
2025-06-25 LAVIGNE DAVID Director S-Sale D Common Stock 2,459 11.95 29.4K 175,562 D ↗
2025-06-25 Atkinson Heather Director / Officer S-Sale D Common Stock 51 12.54 639.54 146,337 D ↗
2025-06-24 ROTH JAY W Director / Officer S-Sale D Common Stock 4,913 13.05 64.1K 1,012,623 I ↗
2025-06-24 LAVIGNE DAVID Director S-Sale D Common Stock 221 13.05 2.9K 6,514 I ↗
2025-06-24 Atkinson Heather Director / Officer S-Sale D Common Stock 910 13.05 11.9K 146,388 D ↗
2025-06-23 ROTH JAY W Director / Officer S-Sale D Common Stock 18,418 13.44 247.5K 9,310,122 D ↗
2025-06-23 LAVIGNE DAVID Director S-Sale D Common Stock 724 13.44 9.7K 178,576 D ↗
2025-06-23 Atkinson Heather Director / Officer S-Sale D Common Stock 950 13.44 12.8K 147,298 D ↗
2025-06-05 LAVIGNE DAVID Director G-Gift D Common Stock, par value $0.001 2,340 0.00 — 179,300 D ↗
2025-05-31 O'Neil Kevin Wayne 10% Owner — — Common Stock 0 0.00 — 1,613,152 I ↗
2025-05-05 O'Neil Kevin Wayne 10% Owner — — Common Stock 0 0.00 — 2,503,505 D ↗
2025-05-05 Finke Thomas M Director — — — 0 0.00 — 0 — ↗
2025-01-14 O'Neil Kevin Wayne 10% Owner — — Warrants (Option to Buy) 1,245,000 10.00 12.45M 0 D ↗

Executive team

Top executives
EBIT / Employee
-9.2K
Shares Outstanding
40.31M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2024 JW Roth Chief Executive Officer and Chairman 428.4K 14.0K — 368.5K — 70.2K 881.1K 41.82% ↗
2 2024 Heather Atkinson Chief Financial Officer, Secretary and Treasurer 255.3K 13.2K — 295.3K — 50.9K 614.7K 48.04% ↗
3 2024 Robert Mudd Former President and Chief Operating Officer 295.7K 7.1K — 66.3K — 50.6K 419.7K 15.80% ↗
4 2024 Will Hodgson President and Chief Operating Officer 8.8K 106.6K — 122.0K — 2.0K 318.8K 38.28% ↗
5 2023 JW Roth Chief Executive Officer and Chairman 386.2K 6.6K — 133.1K — 42.2K 568.1K 23.43% ↗
6 2023 Heather Atkinson Chief Financial Officer, Secretary and Treasurer 217.6K 6.6K — 33.9K — 35.9K 294.0K 11.53% ↗
7 2023 Robert Mudd Former President and Chief Operating Officer 209.9K 6.7K — 33.5K — 30.2K 280.4K 11.95% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-11 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 8-K ↗
2026-05-07 4 ↗
2026-04-02 8-K ↗
2026-03-31 10-K ↗
2026-03-17 SC 13G ↗
2026-03-12 4 ↗
2026-03-11 8-K ↗
2026-03-10 424B5 ↗
2026-03-06 424B5 ↗
2026-02-23 4 ↗

Executive team

NameTitleCompensationGender
Jay W. Roth Founder, Chairman & Chief Executive Officer 710.3K male
William Hodgson President 609.0K male
Heather Atkinson Chief Financial Officer, Secretary, Treasurer & Director 537.5K female
Mitchell R. Roth Co-Founder & Director 92.5K male
Vic Sutter Chief Operating Officer — male
Victor Sutter Chief Operating Officer — male
Sarah Rothschild Senior VP of Strategic Finance & Investor Relations — female
Gary E. Tedder Senior Vice President of Business Development & Investor relations — male
Clint Roth Senior Vice President of Business Development & Investor relations — male
Terri Liebler President of Growth & Strategy Division — female
ESG Rating
B
RESTAURANTS
Rank: 17 out of 50
2025
E (Environmental)
65.3 / 47.1
Company / Sector avg.
S (Social)
62.2 / 50.9
Company / Sector avg.
G (Governance)
63.3 / 56.3
Company / Sector avg.
ESG Total
63.6 / 51.4
Company / Sector avg.
ESG Score History RESTAURANTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits

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