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
15 May 24BuyUS$24,704Jade LeungIndividual28,500US$0.87
13 Nov 23BuyUS$8,520John LoefflerIndividual6,000US$1.42
05 Sep 23BuyUS$15,830John LoefflerIndividual10,000US$1.58
31 Aug 23BuyUS$37,490Daniel HansenIndividual25,000US$1.50
29 Aug 23BuyUS$46,526Daniel HansenIndividual34,012US$1.50

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
Private Companies2,2730.0104%
Institutions630,1092.89%
General Public9,186,75742.1%
Individual Insiders12,007,96355%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.9%.


Top Shareholders

Top 21 shareholders own 57.91% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
32.6%
Jennifer Schrader
7,106,373US$7.0m0.08%no data
17.1%
John Loeffler
3,722,721US$3.6m0%no data
3.61%
David Baker
787,928US$772.2k0%no data
1.56%
Mariner, LLC
340,153US$333.4k0%no data
1.14%
Jade Leung
248,261US$243.3k87.9%no data
0.37%
Capital Insight Partners, LLC
80,637US$79.0k-29.3%0.01%
0.32%
Roy Bade
70,662US$69.2k-25.7%no data
0.27%
Daniel Hansen
59,012US$57.8k0%no data
0.22%
Fortitude Family Office, LLC
48,313US$47.3k0%0.03%
0.13%
Citadel Advisors LLC
28,304US$27.7k0%no data
0.11%
1776 Wealth LLC
25,000US$24.5k0%0.01%
0.11%
Koshinski Asset Management, Inc.
25,000US$24.5k0%no data
0.1%
Trajan Wealth, L.L.C.
22,057US$21.6k0%no data
0.096%
RBC Dominion Securities Inc., Asset Management Arm
20,979US$20.6k0%no data
0.082%
Renaissance Technologies LLC
17,900US$17.5k0%no data
0.06%
William Gerber
13,006US$12.7k0%no data
0.05%
Merrill Lynch & Co. Inc., Banking Investments
10,927US$10.7k0%no data
0.046%
The Vanguard Group, Inc.
10,119US$9.9k28.1%no data
0.01%
Tower Research Capital LLC
2,273US$2.2k-5.72%no data
0.0032%
Qube Research & Technologies Ltd
700US$686.60%no data
0.00009%
JPMorgan Chase & Co, Brokerage and Securities Investments
20US$19.353.9%no data
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