As of March 23, 2026, the three largest insider holders of CWD are John C Ii Loeffler (Ceo, 653.22K shares), Jade Leung (Cfo, 643.55K shares), Jennifer Schrader (President, 627.22K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John C Ii Loeffler | Ceo | 653,218 | 0 | 05 Sep, 2024 |
| Jade Leung | Cfo | 643,552 | 0 | 10 Apr, 2025 |
| Jennifer Schrader | President | 627,218 | 0 | 12 Apr, 2024 |
| Ignacio Martinez | Coo | 406,787 | 0 | 04 Apr, 2024 |
| Roy John Bade | Ch. Development Officer | 296,391 | 0 | 28 Sep, 2023 |
| Daniel Paul Hansen | 0 | 59,012 | 05 Sep, 2023 | |
| Daniel Paul Hansen | 50,000 | 0 | 20 Aug, 2024 | |
| Michael Trzupek | 11,060 | 0 | 03 Sep, 2024 | |
| Lawrence X. Iii Taylor | 8,000 | 0 | 21 Aug, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Jun, 2025 | Daniel Paul Hansen | Employee Stock Options (right to buy) | A | 5,052 | - | 14,823 | D | A |
| 17 Jun, 2025 | Lawrence X. Iii Taylor | Employee Stock Options (right to buy) | A | 5,052 | - | 14,821 | D | A |
| 17 Jun, 2025 | William J Gerber | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | D | A |
| 17 Jun, 2025 | Michael Trzupek | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | D | A |
| 04 Apr, 2025 | Jade Leung | Class A Common Stock | D | 28,500 | $0.46 | 643,552 | D | S |
| 17 Mar, 2025 | Michael Trzupek | Employee Stock Options (right to buy) | A | 32,246 | - | 32,246 | D | A |
| 17 Mar, 2025 | Daniel Paul Hansen | Employee Stock Options (right to buy) | A | 32,246 | - | 32,246 | D | A |
| 17 Mar, 2025 | William J Gerber | Employee Stock Options (right to buy) | A | 32,246 | - | 32,246 | D | A |
| 17 Mar, 2025 | Lawrence X. Iii Taylor | Employee Stock Options (right to buy) | A | 32,246 | - | 32,246 | D | A |
| 30 Sep, 2024 | Lawrence X. Iii Taylor | Employee Stock Options (right to buy) | A | 44,835 | - | 44,835 | D | A |
| 30 Sep, 2024 | Daniel Paul Hansen | Employee Stock Options (right to buy) | A | 29,984 | - | 29,984 | D | A |
| 30 Sep, 2024 | Michael Trzupek | Employee Stock Options (right to buy) | A | 29,984 | - | 29,984 | D | A |
| 30 Sep, 2024 | William J Gerber | Employee Stock Options (right to buy) | A | 29,984 | - | 29,984 | D | A |
| 03 Sep, 2024 | John C Ii Loeffler | Class A Common Stock | A | 6,001 | $0.64 | 653,218 | D | P |
| 30 Aug, 2024 | John C Ii Loeffler | Class A Common Stock | A | 3,999 | $0.65 | 647,217 | D | P |
| 27 Aug, 2024 | Michael Trzupek | Class A Common Stock | A | 3,572 | $0.65 | 3,572 | D | P |
| 28 Aug, 2024 | Michael Trzupek | Class A Common Stock | A | 3,629 | $0.69 | 7,201 | D | P |
| 29 Aug, 2024 | Michael Trzupek | Class A Common Stock | A | 3,859 | $0.70 | 11,060 | D | P |
| 19 Aug, 2024 | Lawrence X. Iii Taylor | Class A Common Stock | A | 1,000 | $0.61 | 8,000 | D | P |
| 16 Aug, 2024 | Daniel Paul Hansen | Class A Common Stock | A | 22,581 | $0.60 | 50,000 | D | P |