Comparable stake leader
Jennifer Schrader
SEC ownership of CaliberCos Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001627282.
Disclosed value leader
Jennifer Schrader
Comparable rows
0/27
Latest evidence
20 May 2026
- Public ticker
- CWD on Nasdaq
- Parsed ownership sources
- 3/4/5 and 13F
- Largest SEC-reported holder
- Jennifer Schrader
- Latest parsed ownership date
- 20 May 2026
- Issuer CIK
- 0001627282
- Issuer location
- Scottsdale, AZ
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CaliberCos Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Jennifer Schrader
Disclosed value leader
Jennifer Schrader
Comparable rows
0/27
Latest evidence
20 May 2026
3/4/5
13F
Highest disclosed value: $5,713,936
27 rows are not safely comparable across share classes.
Showing 1-8 of 27 holder rows.
Quick read
Jennifer Schrader has the largest disclosed position value at $5.71M.
0 of 27 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Jennifer Schrader's linked filing trail.
Disclosed position value
Top 5
Jennifer Schrader
$5.71M
Donnie R. Schrader
$4.81M
John C. Loeffler II
$418.1K
Ignacio Martinez
$577.6K
Jade Leung
$296.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 27 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Jennifer Schrader |
3/4/5
President, Director, 10%+ Owner
|
—
mixed-class rows
|
$5,713,936
11,425,458 shares
mixed-class rows
|
— | 01 Apr 2024 |
| Donnie R. Schrader |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$4,814,845
7,100,699 shares
mixed-class rows
|
— | 15 May 2023 |
| John C. Loeffler II |
3/4/5
CEO, Director, 10%+ Owner
|
—
mixed-class rows
|
$418,060
4,671,070 shares
mixed-class rows
|
— | 03 Sep 2024 |
| Ignacio Martinez |
3/4/5
COO
|
—
class O/S missing
|
$577,638
406,787 shares
|
— | 01 Apr 2024 |
| Jade Leung |
3/4/5
CFO
|
—
class O/S missing
|
$296,098
643,552 shares
|
— | 04 Apr 2025 |
| Roy J. Bade |
3/4/5
Ch. Development Officer
|
—
mixed-class rows
|
$135,019
462,137 shares
mixed-class rows
|
— | 25 Sep 2023 |
| Gregory Randolph James |
3/4/5
CHIEF OPERATING OFFICER
|
—
class O/S missing
|
$113,507
32,155 shares
|
— | 07 Jul 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$75,580
65,723 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 08 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to CaliberCos Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Jennifer Schrader
Net 12M change
$0
Latest report
20 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jennifer Schrader | President, Director, 10%+ Owner | $5,713,936 | Mixed | 01 Apr 2024 | ||
| Donnie R. Schrader | 10%+ Owner | $4,814,845 | Mixed | 15 May 2023 | ||
| Ignacio Martinez | Coo | $577,638 | Mixed | 01 Apr 2024 | ||
| John C. Loeffler II | CEO, Director, 10%+ Owner | $418,060 | Filing P/S | 03 Sep 2024 | ||
| Jade Leung | Cfo | $296,098 | Filing P/S | 04 Apr 2025 | ||
| Roy J. Bade | Ch. Development Officer | $135,019 | Mixed | 25 Sep 2023 | ||
| Gregory Randolph James | Chief Operating Officer | $113,507 | Mixed | 07 Jul 2025 | ||
| Daniel Paul Hansen | Director | $65,407 | Mixed | 17 Jun 2025 | ||
| Lawrence X. Taylor III | Director | $29,513 | Mixed | 20 May 2026 | ||
| William J. Gerber | Director | $24,604 | Mixed | 20 May 2026 | ||
| Michael Trzupek | Director | $7,742 | Filing P/S | 17 Jun 2025 | ||
| John E. Hartman | Ch. Investment Officer | Mixed | 15 May 2023 |
Recent insider transactions for CaliberCos Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Lawrence X. Taylor III | CWD | Employee Stock Options (right to buy) | Award | 23,658 | 23,658 | 20 May 2026 | Direct | |||
| William J. Gerber | CWD | Employee Stock Options (right to buy) | Award | 23,658 | 23,658 | 20 May 2026 | Direct | |||
| Michael Trzupek | CWD | Employee Stock Options (right to buy) | Award | 48% | 5,052 | 15,567 | 17 Jun 2025 | Direct | ||
| Lawrence X. Taylor III | CWD | Employee Stock Options (right to buy) | Award | 51.7% | 5,052 | 14,821 | 17 Jun 2025 | Direct | ||
| Daniel Paul Hansen | CWD | Employee Stock Options (right to buy) | Award | 51.7% | 5,052 | 14,823 | 17 Jun 2025 | Direct | ||
| William J. Gerber | CWD | Employee Stock Options (right to buy) | Award | 48% | 5,052 | 15,567 | 17 Jun 2025 | Direct |
* marks a reported price that did not pass the local price check.