Through the 90-day period concluding February 19, 2026, CaliberCos's top three insider stakeholders include Ceo John C Ii Loeffler (32.66K shares), Cfo Jade Leung (32.18K shares), President Jennifer Schrader (31.36K shares).
| 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.
| 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 | - | - | 32,361 | D | |||
| 30 Aug, 2024 | John C Ii Loeffler | Class A Common Stock | A | 3,999 | $0.65 | 32,361 | D | P |
| 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 | Class A Common Stock | A | 3,629 | $0.69 | 360 | D | P |
| 28 Aug, 2024 | Michael Trzupek | - | - | 360 | D | |||
| 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 | Class A Common Stock | A | 1,000 | $0.70 | 350 | D | P |
| 16 Aug, 2024 | Lawrence X. Iii Taylor | - | - | 350 | D | |||
| 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 | - | - | 1,371 | D | |||
| 15 Aug, 2024 | Daniel Paul Hansen | Class A Common Stock | A | 27,419 | $0.59 | 1,371 | D | P |
| 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 | 25,724 | $0.87 | 33,464 | D | P |