CaliberCos CWD Insider Ownership

NASDAQ CWD
$0.61 -0.02 (-3.05%)
As of: Sep 30, 2026 · 3:59 PM EDT

Insider Holdings by Owner

184.92K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
2.13%
■0% pp QoQ
Shares Held by Insiders
187.87K
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
8.82Mn
8,816,000 shares
Direct Holdings
184.92K
Indirect: 2.95K
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
8
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

CaliberCos's top three insider shareholders as of September 29, 2026 are John C Ii Loeffler (Ceo, 32.66K shares), Jade Leung (Cfo, 32.18K shares), Jennifer Schrader (President, 31.36K shares).

Form 4 Holdings

Insiders Holding CWD

Insiders 8
Shares held 184.92K
Of outstanding 2.10%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Jade Leung Cfo 51,674 0 51,674 27.9% 10 Apr, 2025
2 John C Ii Loeffler Ceo 48,217 0 48,217 26.1% 05 Sep, 2024
3 Jennifer Schrader President 46,417 0 46,417 25.1% 12 Apr, 2024
4 Ignacio Martinez Coo 20,339 0 20,339 11.0% 04 Apr, 2024
5 Roy John Bade Ch. Development Officer 14,820 0 14,820 8.0% 28 Sep, 2023
6 Daniel Paul Hansen Director 2,500 0 2,500 1.4% 20 Aug, 2024
7 Michael Trzupek Director 553 0 553 0.3% 03 Sep, 2024
8 Lawrence X. Iii Taylor Director 400 0 400 0.2% 21 Aug, 2024

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

48 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
30 Jun, 2026 Jerome Alan Jr. Reid Director Acquired A 23,585 — — 23,585 Direct
30 Jun, 2026 Lawrence X. Iii Taylor Director Acquired A 23,585 — — 23,585 Direct
30 Jun, 2026 William J Gerber Director Acquired A 23,585 — — 23,585 Direct
20 May, 2026 Lawrence X. Iii Taylor Director Acquired A 23,658 — — 23,658 Direct
20 May, 2026 William J Gerber Director Acquired A 23,658 — — 23,658 Direct
17 Jun, 2025 William J Gerber Director Acquired A 5,052 — — 15,567 Direct
17 Jun, 2025 Michael Trzupek Director Acquired A 5,052 — — 15,567 Direct
17 Jun, 2025 Lawrence X. Iii Taylor Director Acquired A 5,052 — — 14,821 Direct
17 Jun, 2025 Daniel Paul Hansen Director Acquired A 5,052 — — 14,823 Direct
04 Apr, 2025 Jade Leung Cfo Disposed S 28,500 $9.20 $262.26K 32,178 Direct
17 Mar, 2025 Daniel Paul Hansen Director Acquired A 32,246 — — 1,612 Direct
17 Mar, 2025 Michael Trzupek Director Acquired A 32,246 — — 1,612 Direct
17 Mar, 2025 William J Gerber Director Acquired A 32,246 — — 1,612 Direct
17 Mar, 2025 Lawrence X. Iii Taylor Director Acquired A 32,246 — — 1,612 Direct
30 Sep, 2024 William J Gerber Director Acquired A 29,984 — — 1,499 Direct
30 Sep, 2024 Daniel Paul Hansen Director Acquired A 29,984 — — 1,499 Direct
30 Sep, 2024 Michael Trzupek Director Acquired A 29,984 — — 1,499 Direct
30 Sep, 2024 Lawrence X. Iii Taylor Director Acquired A 44,835 — — 2,242 Direct
03 Sep, 2024 John C Ii Loeffler Ceo Acquired P 6,001 $12.80 $76.81K 32,661 Direct
30 Aug, 2024 John C Ii Loeffler Ceo Acquired P 3,999 $13.00 $51.99K 32,361 Direct