CaliberCos Inc.

NasdaqCM:CWD Stock Report

Market Cap: US$4.9m

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
04 Apr 25SellUS$13,113Jade LeungIndividual1,425US$9.20
03 Sep 24BuyUS$3,841John LoefflerIndividual300.05US$12.80
30 Aug 24BuyUS$2,599John LoefflerIndividual199.95US$13.00
29 Aug 24BuyUS$2,701Michael TrzupekIndividual192.95US$14.00
28 Aug 24BuyUS$4,813Michael TrzupekIndividual360.05US$13.77
19 Aug 24BuyUS$614Lawrence TaylorIndividual50US$12.27
16 Aug 24BuyUS$700Lawrence TaylorIndividual50US$14.00
16 Aug 24BuyUS$13,549Daniel HansenIndividual1,129.05US$12.00
15 Aug 24BuyUS$16,281Daniel HansenIndividual1,370.95US$11.88
23 May 24BuyUS$5,849Lawrence TaylorIndividual300US$19.59

Insider Trading Volume

Insider Buying: CWD insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CWD?
Owner TypeNumber of SharesOwnership Percentage
Institutions43,6773.4%
Individual Insiders572,03644.5%
General Public669,90452.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 17.8%.

Top Shareholders

Top 25 shareholders own 47.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
27.6%
Jennifer Schrader
355,022US$1.4m-1.39%no data
7.58%
John Loeffler
97,387US$374.9k-49.5%no data
7.19%
Roy Bade
92,482US$356.1k958%no data
1.56%
Jade Leung
20,091US$77.4k1,310%no data
0.64%
Citadel Advisors LLC
8,255US$31.8k51.8%no data
0.55%
Clark Capital Management Group Inc
7,052US$27.2k0%no data
0.54%
Koshinski Asset Management, Inc.
7,000US$27.0k0%no data
0.42%
Daniel Hansen
5,451US$21.0k0%no data
0.4%
Geode Capital Management, LLC
5,141US$19.8k-3.04%no data
0.19%
Fortitude Family Office, LLC
2,415US$9.3k0%no data
0.16%
Renaissance Technologies LLC
1,997US$7.7k156%no data
0.13%
Ironwood Investment Counsel, LLC
1,651US$6.4k0%no data
0.12%
Synergy Investment Management LLC
1,600US$6.2k0%no data
0.12%
Susquehanna International Group, LLP, Asset Management Arm
1,536US$5.9k0%no data
0.1%
Virtu Financial LLC, Asset Management Arm
1,289US$5.0k67.6%no data
0.097%
1776 Wealth LLC
1,250US$4.8k0%no data
0.083%
ACT Advisors, LLC
1,066US$4.1k-29.3%no data
0.082%
RBC Dominion Securities Inc., Asset Management Arm
1,048US$4.0k0%no data
0.071%
Two Sigma Securities, LLC, Asset Management Arm
910US$3.5k0%no data
0.056%
The Vanguard Group, Inc.
720US$2.8k0%no data
0.051%
William Gerber
650US$2.5k0%no data
0.044%
Creative Planning, LLC
571US$2.2k-46.7%no data
0.043%
Michael Trzupek
553US$2.1k0%no data
0.031%
Lawrence Taylor
400US$1.5k0%no data
0.013%
Tower Research Capital Europe Limited
171US$658.3-0.58%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/19 15:57
End of Day Share Price 2025/05/19 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

CaliberCos Inc. is covered by 2 analysts. 1 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