CaliberCos Inc.

NasdaqCM:CWD Stock Report

Market Cap: US$11.7m

CaliberCos Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:CWD Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Sep 24BuyUS$3,841John LoefflerIndividual6,001US$0.64
30 Aug 24BuyUS$2,599John LoefflerIndividual3,999US$0.65
29 Aug 24BuyUS$2,701Michael TrzupekIndividual3,859US$0.70
28 Aug 24BuyUS$4,813Michael TrzupekIndividual7,201US$0.69
19 Aug 24BuyUS$614Lawrence TaylorIndividual1,000US$0.61
16 Aug 24BuyUS$700Lawrence TaylorIndividual1,000US$0.70
16 Aug 24BuyUS$13,549Daniel HansenIndividual22,581US$0.60
15 Aug 24BuyUS$16,281Daniel HansenIndividual27,419US$0.59
23 May 24BuyUS$5,849Lawrence TaylorIndividual6,000US$0.98
15 May 24BuyUS$24,704Jade LeungIndividual28,500US$0.87

Insider Trading Volume

Insider Buying: CWD insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CWD?
Owner TypeNumber of SharesOwnership Percentage
Institutions733,3623.33%
General Public8,858,68540.2%
Individual Insiders12,453,00556.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.6%.

Top Shareholders

Top 25 shareholders own 59.82% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
32.7%
Jennifer Schrader
7,200,806US$3.8m0%no data
17.5%
John Loeffler
3,858,192US$2.1m0.92%no data
3.57%
David Baker
787,928US$418.7k0%no data
1.54%
Mariner, LLC
340,153US$180.8k0%no data
1.13%
Jade Leung
248,261US$131.9k0%no data
0.79%
Roy Bade
174,864US$92.9k0%no data
0.5%
Koshinski Asset Management, Inc.
110,000US$58.5k90%0.01%
0.49%
Daniel Hansen
109,012US$57.9k84.7%no data
0.22%
Fortitude Family Office, LLC
48,313US$25.7k0%0.01%
0.21%
Capital Insight Partners, LLC
47,194US$25.1k-32.1%no data
0.19%
Ignacio Martinez
41,876US$22.3k0%no data
0.18%
Geode Capital Management, LLC
39,855US$21.2k0%no data
0.11%
1776 Wealth LLC
25,000US$13.3k0%0.01%
0.1%
Citadel Advisors LLC
22,303US$11.9k-21.2%no data
0.097%
Creative Planning, LLC
21,431US$11.4k0%no data
0.095%
RBC Dominion Securities Inc., Asset Management Arm
20,979US$11.1k0%no data
0.082%
Renaissance Technologies LLC
18,082US$9.6k-37.2%no data
0.065%
The Vanguard Group, Inc.
14,419US$7.7k0%no data
0.059%
William Gerber
13,006US$6.9k0%no data
0.05%
Coldstream Capital Management, Inc.
11,060US$5.9k0%no data
0.05%
Michael Trzupek
11,060US$5.9k0%no data
0.05%
Merrill Lynch & Co. Inc., Banking Investments
10,927US$5.8k0%no data
0.036%
Lawrence Taylor
8,000US$4.3k33.3%no data
0.016%
Tower Research Capital Europe Limited
3,542US$1.9k-0.25%no data
0.00039%
Bank of America Corporation, Asset Management Arm
86US$45.70%no data