CWD Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 46.96%

Insider Buying (Last 12 Months): $53,995.30

Insider Selling (Last 12 Months): $13,110.00

CaliberCos Insider Trading History Chart

CaliberCos Share Price & Price History

^$0.30

▼ -0.151 (-33.48%)

As of 04/17/2025 05:00 PM ET

Days: 30 | 90 | 365

CaliberCos Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/4/2025	Jade Leung	CFO	Sell	28,500	$0.46	$13,110.00	643,552
9/3/2024	John C Loeffler II	CEO	Buy	6,001	$0.64	$3,840.64	653,218
8/30/2024	John C Loeffler II	CEO	Buy	3,999	$0.65	$2,599.35	647,217
8/29/2024	Michael Trzupek	Director	Buy	3,859	$0.70	$2,701.30	11,060
8/27/2024	Michael Trzupek	Director	Buy	3,572	$0.65	$2,321.80	3,572
8/19/2024	Lawrence X Taylor III	Director	Buy	1,000	$0.61	$610.00	8,000
8/15/2024	Daniel Paul Hansen	Director	Buy	27,419	$0.59	$16,177.21	27,419
5/23/2024	Lawrence X Taylor III	Director	Buy	1,000	$0.95	$950.00	6,000
5/15/2024	Jade Leung	CFO	Buy	28,500	$0.87	$24,795.00	672,052
11/13/2023	John C Loeffler II	CEO	Buy	6,000	$1.42	$8,520.00	317,131
9/5/2023	John C Loeffler II	CEO	Buy	10,000	$1.58	$15,800.00	10,000
8/31/2023	Daniel Paul Hansen	Director	Buy	25,000	$1.50	$37,500.00	59,012
8/28/2023	Daniel Paul Hansen	Director	Buy	28,576	$1.34	$38,291.84	28,576

See Full Table

SEC Filings (Institutional Ownership Changes) for CaliberCos (NASDAQ:CWD)

4.06% of CaliberCos stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

CaliberCos Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2025	Citadel Advisors LLC	108,765	$76K	0.0%	+387.7%	0.484%
2/12/2025	Geode Capital Management LLC	106,043	$74K	0.0%	+166.1%	0.472%
1/16/2025	Koshinski Asset Management Inc.	140,000	$98K	0.0%	+27.3%	0.623%
10/10/2024	Koshinski Asset Management Inc.	110,000	$69K	0.0%	+90.0%	0.504%
10/9/2024	Capital Insight Partners LLC	47,194	$29K	0.0%	-32.1%	0.216%
5/9/2024	Koshinski Asset Management Inc.	25,000	$25K	0.0%	N/A	0.174%
4/16/2024	Capital Insight Partners LLC	80,637	$81K	0.0%	-29.3%	0.582%
1/24/2024	Capital Insight Partners LLC	114,011	$0.15M	0.0%	-31.4%	0.823%
1/12/2024	Fortitude Family Office LLC	48,313	$62K	0.0%	N/A	0.349%
8/2/2023	1776 Wealth LLC	20,000	$38K	0.0%	N/A	0.145%

Data available starting January 2016

See Full Table

Caliber (NASDAQ: CWD) is a vertically integrated alternative asset management firm whose purpose is to build generational wealth for investors seeking to access opportunities in middle-market assets. Caliber differentiates itself by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments which are managed by our in-house asset services group. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. Additional information can be found at Caliberco.com and CaliberFunds.co.

Today's Range

Now: $0.30

$0.25

$0.36

50 Day Range

MA: $0.58

$0.30

$0.70

52 Week Range

Now: $0.30

$0.25

$1.04

Volume

580,466 shs

Average Volume

77,529 shs

Market Capitalization

$6.74 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

N/A

Who are the company insiders with the largest holdings of CaliberCos?: CaliberCos' top insider shareholders include:
Jade Leung (CFO)
John C Loeffler II (CEO)
Daniel Paul Hansen (Director)
Michael Trzupek (Director)
Lawrence X Taylor III (Director)
Learn More about top insider investors at CaliberCos.