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CaliberCos Inc. (CWD)
USD0.73
+0.01 (+1.55%)
US NASDAQ Financial Services Asset Management
Address
8901 E Mountain View Road 85258
Scottsdale, AZ, US
Scottsdale, AZ, US
CEO
John C. Loeffler
Website
caliberco.com
IPO
2023-05-18
CIK 1627282 ISIN US13000T6047
Description
CaliberCos Inc., established in 2009 and headquartered in Scottsdale, Arizona, functions as a real estate investment and asset management firm with a specific focus on middle-market assets. The company caters to a sophisticated client base, including high-net-worth, accredited, and qualified investors, family offices, and smaller institutions, by offering a comprehensive range of alternative investment solutions. Through its dedicated in-house asset services group, CaliberCos develops, oversees, and maintains proprietary investment vehicles such as middle-market funds, private syndications, and direct investments. Its core investment strategy targets commercial real estate, Qualified Opportunity Zones (QOZs), private equity ventures, and various debt facilities.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.73
+0.01 (+1.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
-0.11
Float Shares
939.9K
Free Float %
80.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.14% | -2.14% | -4.96% | -16.94% | -67.27% | -20.29% | -75.41% | -99.36% | -99.36% | -99.36% | -99.36% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
0.73
Ratings Trend (MoM)
| Rating | 2026-02 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
-1.43
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-60.7% Q1'26: -40.9% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-755.6% Q1'26: -160.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%-127.4% Q1'26: -105.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%-81.2% Q1'26: +0.0% (vs Q1'25)
-
ROIC Asset Management: +6.5%-13.4% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-87.1% ★ Q1'26: -68.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×-7.01× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
90.94M
est: 84.37M (+7.8%)
|
51.12M
est: 23.04M (+121.8%)
|
20.10M
est: 15.32M (+31.2%)
|
19.43M
19.43M – 19.43M
+26.8% YoY
|
23.15M
23.15M – 23.15M
+19.2% YoY
|
| EBITDA |
-11.99M
est: -14.45M (+17.0%)
|
-7.14M
est: -3.95M (-80.8%)
|
-14.01M
est: -2.63M (-433.7%)
|
-3.33M
-3.33M – -3.33M
-26.8% YoY
|
-3.97M
-3.97M – -3.97M
-19.2% YoY
|
| EBIT |
-22.88M
est: -25.48M (+10.2%)
|
-13.31M
est: -6.96M (-91.3%)
|
-16.32M
est: -4.63M (-252.5%)
|
-5.87M
-5.87M – -5.87M
-26.8% YoY
|
-6.99M
-6.99M – -6.99M
-19.2% YoY
|
| Net Income |
-12.70M
est: -2.06M (-517.5%)
|
-19.78M
est: -21.51M (+8.0%)
|
-21.80M
est: -16.47M (-32.3%)
|
-1.39M
-1.39M – -1.39M
+91.6% YoY
|
1.19M
1.19M – 1.19M
+185.7% YoY
|
| SGA |
7.82M
est: 13.08M (-40.2%)
|
7.53M
est: 3.57M (+110.7%)
|
6.55M
est: 2.37M (+175.8%)
|
3.01M
3.01M – 3.01M
+26.8% YoY
|
3.59M
3.59M – 3.59M
+19.2% YoY
|
| EPS |
-0.63
est: -0.73 (+13.3%)
|
-0.90
est: -7.60 (+88.2%)
|
-7.70
est: -5.82 (-32.3%)
|
-0.49
-0.49 – -0.49
+91.6% YoY
|
0.42
0.42 – 0.42
+185.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-36.29M
OE per share TTM
-14.11
Owner's Yield
-1,297.40%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
44.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
6
Total invested
77.1K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
6
-9 vs prev Q
New positions
3
Closed positions
12
Increased
3
Reduced
1
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD FIDUCIARY TRUST CO | 35.8K +35.8K (+100.0%) | 41.1K +41.1K (+100.0%) | 1.26% +1.264 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 2 | — | 26.3K +26.3K (+100.0%) | 30.3K +30.3K (+100.0%) | 0.93% +0.931 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 3 | UBS GROUP AG | 3.4K -1.3K (-27.8%) | 4.0K -2.0K (-33.0%) | 0.12% -0.047 pp | 0.00% +0.000 pp | USD1.24 -7.3% | 4 qtrs — |
| 4 | CITIGROUP INC | 3.3K +3.3K (+326,400.0%) | 3.8K +3.8K (+375,400.0%) | 0.12% +0.115 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 3 qtrs — |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2K +1.2K (+100.0%) | 1.4K +1.4K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD1.15 +0.0% | 1 qtrs NEW |
| 6 | DECISIONPOINT FINANCIAL, LLC | 142.00 +— (+0.0%) | 164.00 -13.0 (-7.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD1.24 -7.3% | 2 qtrs — |
| 7 | CREWE ADVISORS LLC | 121.00 +— (+0.0%) | 140.00 -11.0 (-7.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.53 -67.4% | 4 qtrs — |
| 8 | JANE STREET GROUP, LLC | — -24.7K (-100.0%) | — -30.6K (-100.0%) | 0.00% -0.871 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 1 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Vanguard Extended Market ETF VXF | 0.00% | 35.7K | 0.05% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-14 | JAMES GREGORY RANDOLPH | Officer | — | — | Employee Stock Options (right to buy) | 8,039 | 12.44 | 100.0K | 0 | D | ↗ |
| 2025-07-07 | JAMES GREGORY RANDOLPH | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 32,155 | D | ↗ |
| 2025-06-17 | Trzupek Michael | Director | A-Award | A | Employee Stock Options (right to buy) | 5,052 | 3.55 | 17.9K | 15,567 | D | ↗ |
| 2025-06-17 | Taylor Lawrence X. III | Director | A-Award | A | Employee Stock Options (right to buy) | 5,052 | 3.55 | 17.9K | 14,821 | D | ↗ |
| 2025-06-17 | HANSEN DANIEL PAUL | Director | A-Award | A | Employee Stock Options (right to buy) | 5,052 | 3.55 | 17.9K | 14,823 | D | ↗ |
| 2025-06-17 | GERBER WILLIAM J | Director | A-Award | A | Employee Stock Options (right to buy) | 5,052 | 3.55 | 17.9K | 15,567 | D | ↗ |
| 2025-04-04 | LEUNG JADE | Officer | S-Sale | D | Class A Common Stock | 28,500 | 0.46 | 13.1K | 643,552 | D | ↗ |
| 2025-03-17 | Trzupek Michael | Director | A-Award | A | Employee Stock Options (right to buy) | 32,246 | 0.66 | 21.3K | 32,246 | D | ↗ |
| 2025-03-17 | Taylor Lawrence X. III | Director | A-Award | A | Employee Stock Options (right to buy) | 32,246 | 0.66 | 21.3K | 32,246 | D | ↗ |
| 2025-03-17 | HANSEN DANIEL PAUL | Director | A-Award | A | Employee Stock Options (right to buy) | 32,246 | 0.66 | 21.3K | 32,246 | D | ↗ |
| 2025-03-17 | GERBER WILLIAM J | Director | A-Award | A | Employee Stock Options (right to buy) | 32,246 | 0.66 | 21.3K | 32,246 | D | ↗ |
| 2024-09-30 | Trzupek Michael | Director | A-Award | A | Employee Stock Options (right to buy) | 29,984 | 0.62 | 18.6K | 29,984 | D | ↗ |
| 2024-09-30 | Taylor Lawrence X. III | Director | A-Award | A | Employee Stock Options (right to buy) | 44,835 | 0.62 | 27.8K | 44,835 | D | ↗ |
| 2024-09-30 | HANSEN DANIEL PAUL | Director | A-Award | A | Employee Stock Options (right to buy) | 29,984 | 0.62 | 18.6K | 29,984 | D | ↗ |
| 2024-09-30 | GERBER WILLIAM J | Director | A-Award | A | Employee Stock Options (right to buy) | 29,984 | 0.62 | 18.6K | 29,984 | D | ↗ |
| 2024-09-03 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 6,001 | 0.64 | 3.8K | 653,218 | — | ↗ |
| 2024-08-30 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 3,999 | 0.65 | 2.6K | 647,217 | — | ↗ |
| 2024-08-29 | Trzupek Michael | Director | P-Purchase | A | Class A Common Stock | 3,859 | 0.70 | 2.7K | 11,060 | — | ↗ |
| 2024-08-28 | Trzupek Michael | Director | P-Purchase | A | Class A Common Stock | 3,629 | 0.69 | 2.5K | 7,201 | — | ↗ |
| 2024-08-27 | Trzupek Michael | Director | P-Purchase | A | Class A Common Stock | 3,572 | 0.65 | 2.3K | 3,572 | — | ↗ |
| 2024-08-19 | Taylor Lawrence X. III | Director | P-Purchase | A | Class A Common Stock | 1,000 | 0.61 | 613.60 | 8,000 | — | ↗ |
| 2024-08-16 | Taylor Lawrence X. III | Director | P-Purchase | A | Class A Common Stock | 1,000 | 0.70 | 699.80 | 7,000 | — | ↗ |
| 2024-08-16 | HANSEN DANIEL PAUL | Director | P-Purchase | A | Class A Common Stock | 22,581 | 0.60 | 13.5K | 50,000 | — | ↗ |
| 2024-08-15 | HANSEN DANIEL PAUL | Director | P-Purchase | A | Class A Common Stock | 27,419 | 0.59 | 16.3K | 27,419 | — | ↗ |
| 2024-06-25 | Trzupek Michael | Director | A-Award | A | Employee Stock Options (right to buy) | 81,266 | 0.90 | 72.8K | 81,266 | — | ↗ |
| 2024-06-25 | Taylor Lawrence X. III | Director | A-Award | A | Employee Stock Options (right to buy) | 81,266 | 0.90 | 72.8K | 81,266 | — | ↗ |
| 2024-06-25 | HANSEN DANIEL PAUL | Director | A-Award | A | Employee Stock Options (right to buy) | 81,266 | 0.90 | 72.8K | 81,266 | — | ↗ |
| 2024-06-25 | GERBER WILLIAM J | Director | A-Award | A | Employee Stock Options (right to buy) | 81,266 | 0.90 | 72.8K | 81,266 | — | ↗ |
| 2024-05-30 | Martinez Ignacio | Officer | — | D | Employee Stock Options (right to buy) | 150,000 | 2.87 | 430.5K | 0 | — | ↗ |
| 2024-05-23 | Taylor Lawrence X. III | Director | P-Purchase | A | Class A Common Stock | 1,000 | 0.95 | 950.00 | 6,000 | — | ↗ |
| 2024-05-22 | Taylor Lawrence X. III | Director | P-Purchase | A | Class A Common Stock | 5,000 | 0.98 | 4.9K | 5,000 | — | ↗ |
| 2024-05-15 | LEUNG JADE | Officer | P-Purchase | A | Class A Common Stock | 2,776 | 0.84 | 2.3K | 672,052 | — | ↗ |
| 2024-04-01 | SCHRADER JENNIFER | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 326,087 | 0.00 | — | 627,218 | — | ↗ |
| 2024-04-01 | Martinez Ignacio | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 225,628 | — | ↗ |
| 2024-04-01 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 326,087 | 0.00 | — | 643,218 | — | ↗ |
| 2024-04-01 | LEUNG JADE | Officer | A-Award | A | Class A Common Stock | 253,623 | 0.00 | — | 643,552 | — | ↗ |
| 2023-11-13 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 6,000 | 1.42 | 8.5K | 317,131 | — | ↗ |
| 2023-09-25 | SCHRADER JENNIFER | Director / Officer / 10% Owner | A-Award | A | Common Stock | 301,131 | 0.00 | — | 301,131 | — | ↗ |
| 2023-09-25 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | A-Award | A | Common Stock | 301,131 | 0.00 | — | 311,131 | — | ↗ |
| 2023-09-25 | LEUNG JADE | Officer | A-Award | A | Common Stock | 235,879 | 0.00 | — | 389,929 | — | ↗ |
| 2023-09-25 | BADE ROY JOHN | Officer | A-Award | A | Common Stock | 271,969 | 0.00 | — | 296,391 | — | ↗ |
| 2023-09-05 | LOEFFLER JOHN C II | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 10,000 | 1.58 | 15.8K | 10,000 | — | ↗ |
| 2023-08-31 | HANSEN DANIEL PAUL | Director | P-Purchase | A | Class A Common Stock | 25,000 | 1.50 | 37.5K | 59,012 | — | ↗ |
| 2023-08-29 | HANSEN DANIEL PAUL | Director | P-Purchase | A | Class A Common Stock | 5,436 | 1.50 | 8.2K | 34,012 | — | ↗ |
| 2023-08-28 | HANSEN DANIEL PAUL | Director | P-Purchase | A | Class A Common Stock | 28,576 | 1.34 | 38.4K | 28,576 | — | ↗ |
| 2023-08-08 | Taylor Lawrence X. III | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-15 | BADE ROY JOHN | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 24,422 | — | ↗ |
| 2018-12-01 | BADE ROY JOHN | Officer | — | D | Employee Stock Options (right to buy) | 445,888 | 3.35 | 1.49M | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-201.4K
Shares Outstanding
1.16M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Roy Bade Chief Development Officer | 350.0K | 260.0K | 274.2K | — | — | 10.3K | 894.5K | 30.65% | ↗ |
| 2 | 2025 | John C. “Chris” Loeffler, II Chief Executive Officer and Chair of the Board | 490.0K | 5.0K | — | — | — | 18.1K | 513.1K | 0.00% | ↗ |
| 3 | 2025 | Jade Leung Chief Financial Officer | 375.0K | 5.0K | 76.5K | — | — | 7.5K | 464.0K | 16.49% | ↗ |
| 4 | 2025 | Jennifer Schrader President and Vice-Chair | 450.0K | 5.0K | — | — | — | 9.0K | 464.0K | 0.00% | ↗ |
| 5 | 2025 | Greg James Chief Operating Officer | 294.6K | 103.2K | — | — | — | — | 397.8K | 0.00% | ↗ |
| 6 | 2025 | Ignacio Martinez Former Chief Operating Officer | 182.5K | 60.0K | — | — | — | — | 242.5K | 0.00% | ↗ |
| 7 | 2024 | John C. “Chris” Loeffler, II Chief Executive Officer and Chair of the Board | 490.0K | 10.0K | 326.1K | — | — | 63.2K | 889.3K | 36.67% | ↗ |
| 8 | 2024 | Jennifer Schrader President and Vice-Chair | 450.0K | 10.0K | 326.1K | — | — | 83.4K | 869.5K | 37.51% | ↗ |
| 9 | 2024 | Jennifer Schrader President & Chief Operating Officer and Vice-Chairperson | 450.0K | 10.0K | 326.1K | — | — | 83.4K | 869.5K | 37.51% | ↗ |
| 10 | 2024 | Ignacio Martinez Former Chief Operating Officer | 325.0K | 20.0K | 431.2K | — | — | — | 776.2K | 55.55% | ↗ |
| 11 | 2024 | Roy Bade Chief Development Officer | 350.0K | 220.0K | 163.0K | — | — | 10.3K | 743.3K | 21.93% | ↗ |
| 12 | 2024 | Ignacio Martinez Chief Operating Officer | 325.0K | 20.0K | 364.6K | — | — | — | 709.6K | 51.38% | ↗ |
| 13 | 2024 | Jade Leung Chief Financial Officer | 375.0K | 20.0K | 253.6K | — | — | 13.8K | 662.4K | 38.29% | ↗ |
| 14 | 2023 | Roy Bade Chief Development Officer | 350.0K | 315.3K | 359.0K | — | — | 6.8K | 1.03M | 34.82% | ↗ |
| 15 | 2023 | John C. “Chris” Loeffler, II Chief Executive Officer and Chairman of the Board | 490.0K | 42.5K | 397.5K | — | — | 28.0K | 958.0K | 41.49% | ↗ |
| 16 | 2023 | Jade Leung Chief Financial Officer | 375.0K | 219.2K | 311.4K | — | — | 8.3K | 913.8K | 34.07% | ↗ |
| 17 | 2023 | Jennifer Schrader President & Chief Operating Officer and Vice-Chairperson | 450.0K | 42.5K | 397.5K | — | — | 9.9K | 899.9K | 44.17% | ↗ |
| 18 | 2022 | Jade Leung Chief Financial Officer | 301.9K | 165.9K | 200.0K | — | — | 12.7K | 680.5K | 29.39% | ↗ |
| 19 | 2022 | Roy Bade Chief Development Officer | 311.5K | 150.0K | 140.0K | — | — | 10.8K | 612.4K | 22.86% | ↗ |
| 20 | 2022 | John C. “Chris” Loeffler, II Chief Executive Officer and Chairman of the Board | 343.8K | 165.0K | — | — | — | 13.8K | 522.6K | 0.00% | ↗ |
| 21 | 2022 | Jennifer Schrader President & Chief Operating Officer and Vice-Chairperson | 334.6K | 165.0K | — | — | — | 16.4K | 516.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Greg James | Chief Operating Officer | 711.6K | male |
| Gregory Randolph James | Chief Operating Officer | 711.6K | male |
| Roy Bade | Chief Development Officer | 620.3K | male |
| John C. Loeffler | CEO & Chairman of Board | 513.1K | male |
| Jennifer Schrader | President, Co-Founder & Director | 464.0K | female |
| Jade Leung | Chief Financial Officer & Corporate secretary | 387.5K | male |
| Dereck Grey | Senior Vice President of Private Placement | — | male |
| Dimitri Uhlik | Managing Director of Private Client | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CWD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
