CaliberCos Inc.

NasdaqCM:CWD Stock Report

Market Cap: US$11.8m

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: Insufficient data to determine if 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
Institutions733,3623.26%
General Public9,286,40341.3%
Individual Insiders12,453,00555.4%

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 58.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
32%
Jennifer Schrader
7,200,806US$3.8m0%no data
17.2%
John Loeffler
3,858,192US$2.0m0.92%no data
3.51%
David Baker
787,928US$415.2k0%no data
1.51%
Mariner, LLC
340,153US$179.3k0%no data
1.1%
Jade Leung
248,261US$130.8k0%no data
0.78%
Roy Bade
174,864US$92.2k0%no data
0.49%
Koshinski Asset Management, Inc.
110,000US$58.0k90%no data
0.49%
Daniel Hansen
109,012US$57.4k84.7%no data
0.21%
Fortitude Family Office, LLC
48,313US$25.5k0%0.01%
0.21%
Capital Insight Partners, LLC
47,194US$24.9k-32.1%no data
0.19%
Ignacio Martinez
41,876US$22.1k0%no data
0.18%
Geode Capital Management, LLC
39,855US$21.0k0%no data
0.11%
1776 Wealth LLC
25,000US$13.2k0%0.01%
0.099%
Citadel Advisors LLC
22,303US$11.8k-21.2%no data
0.095%
Creative Planning, LLC
21,431US$11.3k0%no data
0.093%
RBC Dominion Securities Inc., Asset Management Arm
20,979US$11.1k0%no data
0.08%
Renaissance Technologies LLC
18,082US$9.5k-37.2%no data
0.064%
The Vanguard Group, Inc.
14,419US$7.6k0%no data
0.058%
William Gerber
13,006US$6.9k0%no data
0.049%
Coldstream Capital Management, Inc.
11,060US$5.8k0%no data
0.049%
Michael Trzupek
11,060US$5.8k0%no data
0.049%
Merrill Lynch & Co. Inc., Banking Investments
10,927US$5.8k0%no data
0.036%
Lawrence Taylor
8,000US$4.2k33.3%no data
0.016%
Tower Research Capital Europe Limited
3,542US$1.9k-0.25%no data
0.00038%
Bank of America Corporation, Asset Management Arm
86US$45.00%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 11:35
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

CaliberCos Inc. is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Vadim MerkulovFreedom Broker
Brendan Michael McCarthySidoti & Company, LLC