Insider Transactions Reported by 12 Insiders of CaliberCos Inc.

Symbol: CWD on Nasdaq
Location: Scottsdale, AZ

Quick Takeaways

CWD - CaliberCos Inc. has 12 insiders with reported activity on this page.
No net insider buy/sell flow is currently reported for the last year.
Recent transaction rows are available for direct filing-level review.

What Changed

No meaningful buy/sell imbalance is currently visible in the one-year window.
Activity will update as new Forms 3/4/5 are filed.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 17 May 2025.

Buys

Shares: 0

Insiders: 0

Sells

Shares: 0

Insiders: 0

Net

Shares: 0

Insiders: 0

Window (months)	Buy $	Sell $	Net $
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

CaliberCos Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	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
Michael Trzupek	Director	$7,742	Filing P/S	17 Jun 2025
Lawrence X. Taylor III	Director	$4,909	Filing P/S	17 Jun 2025
William J. Gerber	Director		Mixed	17 Jun 2025
John E. Hartman	Ch. Investment Officer		Mixed	15 May 2023

Top shareholders of CaliberCos Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Jennifer Schrader	3/4/5	President, Director, 10%+ Owner	— mixed-class rows	11,425,458 mixed-class rows	$5,713,936	—	01 Apr 2024	3/4/5
Donnie R. Schrader	3/4/5	10%+ Owner	— mixed-class rows	7,100,699 mixed-class rows	$4,814,845	—	15 May 2023	3/4/5
Ignacio Martinez	3/4/5	COO	— class O/S missing	406,787	$577,638	—	01 Apr 2024	3/4/5
John C. Loeffler II	3/4/5	CEO, Director, 10%+ Owner	— mixed-class rows	4,671,070 mixed-class rows	$418,060	—	03 Sep 2024	3/4/5
Jade Leung	3/4/5	CFO	— class O/S missing	643,552	$296,098	—	04 Apr 2025	3/4/5
Roy J. Bade	3/4/5	Ch. Development Officer	— mixed-class rows	462,137 mixed-class rows	$135,019	—	25 Sep 2023	3/4/5
Gregory Randolph James	3/4/5	CHIEF OPERATING OFFICER	— class O/S missing	32,155	$113,507	—	07 Jul 2025	3/4/5
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	65,723	$75,580	—	31 Mar 2026	13F
Daniel Paul Hansen	3/4/5	Director	— mixed-class rows	123,835 mixed-class rows	$65,407	—	17 Jun 2025	3/4/5
VANGUARD FIDUCIARY TRUST CO	13F	Company	— class O/S missing	35,759	$41,123	—	31 Mar 2026	13F
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	— class O/S missing	26,344	$30,296	—	31 Mar 2026	13F
XTX Topco Ltd	13F	Company	— class O/S missing	21,779	$25,046	—	31 Mar 2026	13F
CITADEL ADVISORS LLC	13F	Company	— class O/S missing	21,254	$24,442	—	31 Mar 2026	13F
TWO SIGMA SECURITIES, LLC	13F	Company	— class O/S missing	15,704	$18,060	—	31 Mar 2026	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	10,989	$12,637	—	31 Mar 2026	13F
Michael Trzupek	3/4/5	Director	— mixed-class rows	26,627 mixed-class rows	$7,742	—	17 Jun 2025	3/4/5
Lawrence X. Taylor III	3/4/5	Director	— mixed-class rows	22,821 mixed-class rows	$4,909	—	17 Jun 2025	3/4/5
UBS Group AG	13F	Company	— class O/S missing	3,444	$3,961	—	31 Mar 2026	13F
CITIGROUP INC	13F	Company	— class O/S missing	3,265	$3,755	—	31 Mar 2026	13F
Fortitude Family Office, LLC	13F	Company	— class O/S missing	2,415	$2,777	—	31 Mar 2026	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	2,384	$2,742	—	31 Mar 2026	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	— class O/S missing	1,238	$1,424	—	31 Mar 2026	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,048	$1,000	—	31 Mar 2026	13F
DecisionPoint Financial, LLC	13F	Company	— class O/S missing	142	$164	—	31 Mar 2026	13F
Crewe Advisors LLC	13F	Company	— class O/S missing	121	$140	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	— class O/S missing	38	$44	—	31 Mar 2026	13F
William J. Gerber	3/4/5	Director	— class O/S missing	15,567	—	—	17 Jun 2025	3/4/5

Recent Insider Transactions by Companies or Individuals for CaliberCos Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Shares	Shares Owned	Date	Ownership
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

* An asterisk sign (*) next to the price indicates that the price is likely invalid.