Jennifer Schrader - 25 Sep 2023 Form 4 Insider Report for CaliberCos Inc. (CWD)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
28 Sep 2023, 19:52:31 UTC
Prior SEC filing
15 May 2023
Next SEC filing
12 Apr 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jennifer Schrader

Key filing fact

Jennifer Schrader filed Form 4 for CaliberCos Inc. (CWD) on 28 Sep 2023.

Key facts

  • This page summarizes Jennifer Schrader's Form 4 filing for CaliberCos Inc. (CWD).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 28 Sep 2023, 19:52.

Change

  • Previous filing in this sequence was filed on 15 May 2023.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CWD transaction

Common Stock

Award

Transaction value
$0
Shares
+301,131
Change %
Price
$0.000000
Shares after
301,131
Date
25 Sep 2023
Ownership
Direct
Footnotes
F1, F2
CWD holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,709,963
Date
25 Sep 2023
Ownership
Direct
Footnotes
F3
CWD holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,390,736
Date
25 Sep 2023
Ownership
By Donnie Schrader.
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Restricted stock units ("RSUs") granted pursuant to Issuer's Amended and Restated 2017 Stock Incentive Plan, as amended. The RSUs are common stock equivalents and represent a contingent right to receive Class A common stock of Issuer upon vesting.

Footnote F2

RSUs will vest 25% on January 1, 2024, and 1/36th each month thereafter for the following 36 months.

Footnote F3

Class B common stock held by Reporting Person.

Footnote F4

Shares of Class A common stock held by Donnie R. Schrader who is Reporting Person's spouse. Reporting Person disclaims all shares held by Mr. Schrader, except to the extent of her pecuniary interest, if any, therein.

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