CaliberCos Inc. (CWD) Insider Ownership

Historic Insider Ownership Trends

Data spanning the past 90 days through February 10, 2026 reveals that CaliberCos's three principal insider shareholders consist of Ceo John C Ii Loeffler (32.66K shares), Cfo Jade Leung (32.18K shares), President Jennifer Schrader (31.36K shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares Report Date
John C Ii Loeffler Ceo 32,661 05 Sep, 2024
Jade Leung Cfo 32,178 10 Apr, 2025
Jennifer Schrader President 31,361 12 Apr, 2024
Ignacio Martinez Coo 20,339 04 Apr, 2024
Roy John Bade Ch. Development Officer 14,820 28 Sep, 2023
Daniel Paul Hansen 5,451 20 Aug, 2024
Michael Trzupek 553 03 Sep, 2024
Lawrence X. Iii Taylor 400 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
04 Apr, 2025 Jade Leung Class A Common Stock D 28,500 $0.46 32,178 D S
03 Sep, 2024 John C Ii Loeffler Class A Common Stock A 6,001 $0.64 32,661 D P
30 Aug, 2024 John C Ii Loeffler Class A Common Stock A 3,999 $0.65 32,361 D P
30 Aug, 2024 John C Ii Loeffler - - 32,361 D
29 Aug, 2024 Michael Trzupek - - 553 D
29 Aug, 2024 Michael Trzupek Class A Common Stock A 3,859 $0.70 553 D P
28 Aug, 2024 Michael Trzupek - - 360 D
28 Aug, 2024 Michael Trzupek Class A Common Stock A 3,629 $0.69 360 D P
27 Aug, 2024 Michael Trzupek - - 179 D
27 Aug, 2024 Michael Trzupek Class A Common Stock A 3,572 $0.65 179 D P
19 Aug, 2024 Lawrence X. Iii Taylor Class A Common Stock A 1,000 $0.61 400 D P
16 Aug, 2024 Lawrence X. Iii Taylor - - 350 D
16 Aug, 2024 Lawrence X. Iii Taylor Class A Common Stock A 1,000 $0.70 350 D P
16 Aug, 2024 Daniel Paul Hansen Class A Common Stock A 22,581 $0.60 2,500 D P
15 Aug, 2024 Daniel Paul Hansen Class A Common Stock A 27,419 $0.59 1,371 D P
15 Aug, 2024 Daniel Paul Hansen - - 1,371 D
23 May, 2024 Lawrence X. Iii Taylor Class A Common Stock A 1,000 $0.95 300 D P
22 May, 2024 Lawrence X. Iii Taylor Class A Common Stock A 5,000 $0.98 250 D P
15 May, 2024 Jade Leung - - 33,603 D
15 May, 2024 Jade Leung Class A Common Stock A 2,776 $0.84 33,603 D P