CaliberCos's three largest insider shareholders as of May 30, 2026 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 |
|---|---|---|---|---|
| Ignacio Martinez | Coo | 406,787 | 0 | 04 Apr, 2024 |
| Michael Trzupek | - | 11,060 | 0 | 03 Sep, 2024 |
| Lawrence X. Iii Taylor | - | 8,000 | 0 | 21 Aug, 2024 |
| Roy John Bade | Ch. Development Officer | 296,391 | 0 | 28 Sep, 2023 |
| Daniel Paul Hansen | - | 0 | 59,012 | 05 Sep, 2023 |
| John C Ii Loeffler | Ceo | 653,218 | 0 | 05 Sep, 2024 |
| Jennifer Schrader | President | 627,218 | 0 | 12 Apr, 2024 |
| Jade Leung | Cfo | 643,552 | 0 | 10 Apr, 2025 |
* 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 | Michael Trzupek | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | D | A |
| 17 Jun, 2025 | William J Gerber | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | D | A |
| 17 Jun, 2025 | William J Gerber | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | 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 | Daniel Paul Hansen | Employee Stock Options (right to buy) | A | 5,052 | - | 14,823 | D | A |
| 17 Jun, 2025 | Michael Trzupek | Employee Stock Options (right to buy) | A | 5,052 | - | 15,567 | D | A |
| 17 Jun, 2025 | Lawrence X. Iii Taylor | Employee Stock Options (right to buy) | A | 5,052 | - | 14,821 | D | A |
| 04 Apr, 2025 | Jade Leung | Class A Common Stock | D | 28,500 | $0.46 | 643,552 | D | S |
| 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 | 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 |
| 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 | 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 |