OakChart

CaliberCos Inc

CWDFinancial·Asset Management·USA·Nano·NASD·Nov 11 • 11:40 AM ET

0.3851-0.0169 (-4.20%)
2026-11-11 17:42 CET
Market cap
4.17 USD m
Revenue, TTM
16.25 USD m
Net income, TTM
-19.08 USD m
Free cash flow, TTM
-14.45 USD m
EPS diluted, TTM
-3.80
P/E
-
Compare

Price

CWD against its 20, 50 and 200-day averages
2050200earnings
0.501.001.502.00169.0M338.0MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26CWDclose 0.3920-day 0.4250-day 0.49200-day 0.830.39

87.5% under the 52-week high of 3.09 on 13 Nov 2025. 52-week low 0.37 on 26 Oct 2026. Last 15 sessions, 36.3% high to low

Profile

CWD
52-week range, 1% of the way up
0.373.09

CaliberCos, Inc. operates as an asset management firm. It provides various support services including asset management & fund set-up services, as well as lending support, construction & development management, and real estate brokerage services. The company was founded by John Christopher Loeffler II and Jennifer Schrader in January 2009 and is headquartered in Scottsdale, AZ.

Employees50
IPOMay 17, 2023
Beta-0.01
ATR, 14d0.05
Rel volume0.02
Short float7.22%
Insider own1.80%
Inst own3.09%

Snapshot

6 groups

Valuation

Index-
Market Cap3.99M
Enterprise Value165.86M
Income-19.08M
Sales16.25M
Book/sh-0.16
Cash/sh0.49
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees50
IPOMay 17, 2023

Ratios

P/E-
Forward P/E-
PEG-
P/S0.25
P/B-
P/C0.78
P/FCF-
EV/EBITDA-
EV/Sales10.21
Quick Ratio0.67
Current Ratio0.67
Debt/Eq-
LT Debt/Eq-
Option/ShortNo / Yes

Earnings

EPS (ttm)-3.80
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y- -8.25%
Sales past 3/5Y-37.91% -11.91%
EPS Y/Y TTM78.89%
Sales Y/Y TTM-49.72%
EPS Q/Q90.83%
Sales Q/Q-17.33%
EarningsNov 12 AMC
EPS/Sales Surpr.- -

Ownership

Insider Own1.80%
Insider Trans0.00%
Inst Own3.09%
Inst Trans2.93%
ROA-16.10%
ROE-15216.77%
ROIC-21.23%
Gross Margin-22.03%
Oper. Margin-111.05%
Profit Margin-117.41%
SMA20-7.46%
SMA50-21.90%
SMA200-53.63%
Trades-

Technical

Shs Outstand10.38M
Shs Float10.20M
Short Float7.22%
Short Ratio0.40
Short Interest0.74M
52W High3.09 -87.54%
52W Low0.37 5.19%
Volatility11.16% 10.29%
ATR (14)0.05
RSI (14)37.41
Beta-0.01
Rel Volume0.02
Avg Volume1.86M
Volume15,213

Performance

Perf Week-14.17%
Perf Month-16.43%
Perf Quarter-42.37%
Perf Half Y-61.14%
Perf YTD-68.94%
Perf Year-87.29%
Perf 3Y-98.64%
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price7.00
Prev Close0.40
Price0.39
Change %-4.20%

Peers

Mkt cap
TickerCompanyMkt cap
BPREBluerock Private Real Estate Fund-
FGCFG Communities Holdings Inc26.40M
GEGGreat Elm Group Inc66.32M
MKZRMackenzie Realty Capital Inc2.44M
RMRRMR Group Inc495.97M
OZBelpointe PREP LLC128.08M
CMCTCreative Media & Community Trust12.62M
IHTInnsuites Hospitality Trust13.86M
MDRRMedalist Diversified Inc22.86M
BHMBluerock Homes Trust Inc88.11M

Held by

AUM
TickerCompanyAUM
VXFVanguard Extended Market Index ETFAUM: 30.47B

News

latest 14 of 206
  • CaliberCos Faces A Financing-Timing Test As Stock Sinks Toward Its Lows (Earnings Whispers)
  • Caliber Goes Live with Tokenization of Three More Real Estate Offerings (GlobeNewswire)
  • Caliber Sets Date for Third Quarter 2026 Earnings Announcement & Investor Conference Call (GlobeNewswire)
  • Caliber CEO Chris Loeffler to Speak on Public Companies & Crypto Panel at Tokenize! Las Vegas 2026 (GlobeNewswire)
  • Caliber Completes $3.4 Million Refinance of Corporate Notes and Secures the Right to Retire an Additional $9.1 Million at a Discount (GlobeNewswire)
  • Loading…
  • Caliber Launches - Caliber Tokenization Services, New Entity Bringing Real-World Asset Tokenization to Family-Owned Real Estate Portfolios (GlobeNewswire)
  • CaliberCos Inc (CWD) (Q2 2026) Earnings Call Highlights: Tokenization Leadership and Positive ... (GuruFocus.com)
  • Caliber Reports Second Quarter 2026 Financial Results (GlobeNewswire) -21.43%
  • Caliber Goes Live with PURE Pickleball & Padel Tokenized Real Estate Investment Offering (GlobeNewswire)
  • Earnings To Watch: CaliberCos Inc (CWD) Q2 2026 -- GF Value Sees 17% Upside (GuruFocus.com) +15.36%
  • Caliber Sets Date for Second Quarter 2026 Earnings Announcement & Investor Conference Call (GlobeNewswire) -6.79%
  • Caliber Breaks Ground on Hyatt Studios Development in Steamboat Springs, CO (GlobeNewswire)
  • CWD Stock Jumps Over 110% Caliber Expands Chainlink-Powered Tokenization Push (Stocktwits) +90.61%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q22026-08-13-0.380--1.7004.19--
2026Q12026-05-13-0.520--0.5174.29--
2025Q32025-11-13-1.650-0.320-1.6483.644.481
2025Q22025-08-13-4.150-0.940-4.1535.075.931
2025Q12025-05-15-3.850-0.460-3.8267.266.711
2024Q42025-03-31-10.200-0.800-10.1438.696.691
2024Q32024-11-120.200-2.6000.11711.306.201
2024Q22024-08-12-4.400-2.200-4.3378.186.761
2024Q12024-05-093.600-0.400-3.53322.959.131
2023Q42024-04-15-2.200-3.400-2.15223.954.251
2023Q32023-11-09---0.16017.03--
2023Q22023-08-10---0.29020.45--
2023Q12023-06-22---0.07029.52--
2026Q3---0.060--5.121
2026Q4--0.010--5.181
2027Q1--0.060---1

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2023FY-12.600-14.000-12.56090.9417.70
2024FY-18.000-7.600-17.91651.1223.04
2025FY-7.700-5.820-12.60020.1015.32
2026FY--0.490--19.43
2027FY-0.420--23.15

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-01-281005.125.125.12
2026Q3S2025-11-141015.125.125.12
2026Q3S2025-11-111006.906.906.90
2026Q3S2025-11-101006.906.906.90
2026Q3S2025-11-091006.906.906.90
2026Q3S2025-11-081006.906.906.90
2026Q3S2025-11-071006.906.906.90
2026Q3S2025-11-061006.906.906.90
2026Q3S2025-11-051006.906.906.90
2026Q3S2025-11-041006.906.906.90
2026Q3S2025-11-031006.906.906.90
2026Q3S2025-11-021006.906.906.90
2026Q3S2025-11-011006.906.906.90
2026Q3S2025-10-311006.906.906.90

Estimate history

EPS, annual-2.8486.155-5.182-0.6641.922-12.56-17.916-7.703-3.7972
Period20182019202020212022202320242025TTM
EPS, quarterly-4.3370.117-10.143-3.826-4.153-1.648-1.251-0.517-0.381
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual51.04656.3337.87756.03383.95689.59851.11920.09716.25
Period20182019202020212022202320242025TTM
Sales, quarterly8.17911.3028.6877.2615.0733.6364.1274.2944.194
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual1.0511.0511.0511.0511.0511.0641.136.9058.877
Period20182019202020212022202320242025MRQ
Shares, quarterly1.1021.1191.131.1661.3225.4336.9058.7618.877
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue16.2520.1051.1289.6083.9656.0337.8856.3351.05
Total Expenses34.3033.4664.43119.5192.4178.1464.1951.2351.13
Operating Income-18.05-13.37-13.31-29.92-8.45-22.11-26.315.10-0.08
Unusual Expense0.000.000.000.00-1.420.000.000.000.84
Net Income Before Taxes-24.22-23.03-21.47-27.5913.95-21.17-25.555.94-13.07
Income Taxes0.000.000.000.000.000.000.000.000.00
Consolidated Net Income-24.22-23.03-21.39-27.5113.95-21.17-25.555.94-13.07
Net Income From Continuing Operations-19.07-21.80-19.70-12.622.02-0.70-5.456.47-2.99
Net Income-19.08-21.80-19.70-12.622.02-0.70-5.456.47-2.99
EPS (Recurring)-2.16-7.70-17.92-12.560.98-0.66-5.186.15-2.29
EPS (Basic, Before Extraordinaries)-3.80-7.70-17.92-12.561.92-0.66-5.186.15-2.85
EPS (Diluted)-3.80-7.70-17.92-12.561.92-0.66-5.186.15-2.85
Non-Operating Income (Expense)-0.11-2.95-2.737.0422.031.650.7711.60-0.26
Other After Tax Adjustments0.000.000.080.090.000.000.000.000.00
Stock Option Compensation Expense1.941.942.383.730.550.02-0.110.371.03
Price To Earnings Ratio---13.4213.42----
Price To Sales Ratio0.360.170.300.29-----
Gross Margin-22.03-5.09-11.93-24.08-0.70-27.24-59.3327.5519.17
Operating Margin-111.05-66.51-26.04-33.39-10.06-39.46-69.469.05-0.16
Net Margin-117.41-108.46-38.53-14.082.41-1.25-14.3811.48-5.86
Shares Outstanding8.886.911.131.061.051.051.051.051.05
Market Capitalization4.174.1715.7927.4327.43----

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue4.194.294.133.645.077.268.6911.30
Total Expenses8.678.9410.526.186.909.8714.0410.43
Operating Income-4.47-4.64-6.39-2.54-1.83-2.61-5.350.87
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes-5.51-5.93-8.06-4.71-5.70-4.55-10.890.00
Income Taxes0.000.000.000.000.000.000.000.00
Consolidated Net Income-5.51-5.93-8.06-4.71-5.67-4.53-10.890.00
Net Income From Continuing Operations-3.36-3.62-7.72-4.37-5.27-4.38-11.390.15
Net Income-3.36-3.62-7.79-4.31-5.31-4.38-11.390.15
EPS (Recurring)-0.38-0.52-1.25-1.65-4.15-3.83-10.140.12
EPS (Basic, Before Extraordinaries)-0.38-0.52-1.25-1.65-4.15-3.83-10.140.13
EPS (Diluted)-0.38-0.52-1.25-1.65-4.15-3.83-10.140.12
Non-Operating Income (Expense)0.280.10-0.18-0.30-2.13-0.33-4.070.48
Other After Tax Adjustments0.000.000.000.000.030.020.000.00
Stock Option Compensation Expense0.680.340.340.570.370.660.660.74
Price To Sales Ratio0.360.470.380.470.140.360.310.24
Gross Margin-75.39-17.8414.30-6.66-10.01-11.89-43.6722.02
Operating Margin-106.70-108.08-154.81-69.88-36.03-35.93-61.637.73
Net Margin-80.07-84.28-188.83-118.54-104.61-60.39-131.091.29
Shares Outstanding8.888.766.915.431.321.171.131.12
Market Capitalization4.178.117.4320.054.6612.9215.7913.97

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Cash & Short Term Investments6.024.9017.6415.9316.5310.8116.6910.83
Short Term Receivables18.7114.8146.5640.1827.1416.795.111.53
Investment Securities0.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.00
Investments6.850.001.221.650.000.000.000.00
Investment in Unconsolidated Affiliates11.6215.643.343.162.381.540.000.00
Net Property, Plant & Equipment43.3866.81217.64208.45184.60195.01144.55142.91
Other Intangible Assets48.823.3713.049.4615.003.189.5316.87
Total Assets135.40105.53299.43278.83245.65227.34175.89172.13
Total Debt98.2381.76209.61170.33160.29148.77131.30133.38
Long Term Debt53.1739.49136.5272.9252.03148.77131.30133.38
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Other Liabilities10.9312.5223.8031.3235.6630.1330.5531.29
Total Liabilities109.1794.28233.41201.65195.96178.90161.86164.67
Preferred Stock - Carrying Value0.000.000.000.000.000.003.843.84
Common Equity1.33-12.592.62-3.21-9.09-16.34-17.83-24.09
Total Shareholders Equity1.33-12.592.62-3.21-9.09-16.34-13.99-20.25
Accumulated Minority Interest24.9023.8463.4080.4058.7864.7828.0127.71
Total Equity26.2311.2566.0277.1949.6948.4414.037.46
Total Liabilities & Stockholders Equity135.40105.53299.43278.83245.65227.34175.89172.13
Book Value Per Share0.19-11.142.46-3.05-8.65-15.55-16.96-22.93
Tangible Book Value Per Share-6.52-11.142.29-3.40-8.65-15.55-16.96-22.93
Full-Time Employees50819974724762-
Price to Book Ratio-2.48-1.256.426.42----
Return on Assets-18.09-9.73-4.360.77-0.30-2.703.72-
Return on Invested Capital-39.99-73.21-9.072.90-1.63-4.115.51-2.65
Quick Ratio0.460.390.720.470.351.301.120.62
Current Ratio0.460.390.720.470.351.301.120.62

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-7.71-7.18-3.56-16.60-2.38-13.70-17.675.44-1.60
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-6.73-4.884.12-2.12-5.05-1.311.90-0.354.68
Cash from Operating Activities-14.45-12.060.56-18.72-7.43-15.02-15.775.093.07
Capital Expenditures0.000.000.000.000.000.000.00-4.47-20.05
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.0025.770.00
Purchase or Sale of Investments-4.79-15.77-6.4118.280.685.010.79-13.44-8.06
Purchase of Investments-13.46-18.61-23.04-46.83-58.08-22.64-13.34-19.96-8.06
Sale Or Maturity of Investments8.682.8416.6465.1158.7627.6514.136.520.00
Other Uses-17.53-10.22-22.27-16.94-13.05-7.66-3.67-2.00-0.10
Other Sources5.172.4924.939.354.926.213.620.101.23
Cash from Investing Activities-17.16-23.51-3.7510.69-7.453.560.745.96-26.99
Cash Dividends Paid-0.280.000.000.000.000.00-0.24-0.44-0.40
Change in Capital Stock36.9136.011.982.42-0.306.863.15-0.202.44
Repurchase of Common Pref Stock0.000.000.00-0.18-0.31-0.32-0.29-0.27-0.07
Sale of Common Pref Stock36.9136.011.982.600.017.173.440.072.52
Proceedsfrom Stock Options36.9136.011.982.600.017.173.440.072.52
Issuance or Reduction of Debt, Net-4.971.59-5.4117.3418.9414.228.82-5.0922.02
Change in Long Term Debt-4.971.59-5.4117.3418.9414.228.82-5.0922.02
Issuance of Long Term Debt-28.0119.11107.2361.3431.9927.4014.4799.32
Reduction of Long Term Debt-4.97-26.42-24.52-89.89-42.40-17.77-18.59-19.56-77.29
Net Financing Active Other Cash Flow0.00-0.91-6.12-10.01-4.36-3.91-2.440.61-2.07
Other Financing Activities Uses0.00-0.91-6.12-10.01-4.36-3.91-2.44-12.01-9.98
Cash from Financing Activities33.2636.69-9.559.7414.2817.179.15-5.1921.98
Net Change in Cash1.651.12-12.741.71-0.605.72-5.885.86-1.94
Free Cash Flow-14.45-12.060.56-18.72-7.43-15.02-15.770.62-16.98
Preferred Dividends (Cash Flow)-0.000.000.000.000.00-0.24-0.44-0.39
Price to Free Cash Flow--27.69------

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments5.114.616.0213.393.454.36
Short Term Receivables28.0526.5818.7113.009.0415.33
Investments1.654.466.859.960.000.00
Investment in Unconsolidated Affiliates11.4411.5711.6211.9212.2115.52
Net Property, Plant & Equipment83.0583.8243.3832.2332.2765.79
Other Intangible Assets48.3748.5648.822.072.292.64
Total Assets177.66179.59135.4082.5759.26103.64
Total Debt130.82129.1998.2365.8565.2983.24
Long Term Debt91.2589.0453.1758.4155.6749.03
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities12.1211.6910.9310.6311.5713.05
Total Liabilities142.94140.88109.1776.4876.8696.28
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity-1.441.251.334.18-19.85-15.81
Total Shareholders Equity-1.441.251.334.18-19.85-15.81
Accumulated Minority Interest36.1637.4624.901.902.2523.17
Total Equity34.7238.7226.236.09-17.607.36
Total Liabilities & Stockholders Equity177.66179.59135.4082.5759.26103.64
Book Value Per Share-0.160.140.190.77-15.01-13.56
Tangible Book Value Per Share-5.34-5.12-6.520.77-15.01-13.56
Full-Time Employees--50---
Price to Book Ratio-2.485.961.61-0.30-0.26-0.82
Return on Assets-16.10-14.81-18.05-21.08-16.42-13.34
Return on Equity----15,216.77--
Return on Invested Capital-3.74-4.01-14.17-6.98-14.71-13.20
Quick Ratio0.670.630.461.500.660.46
Current Ratio0.670.630.461.500.660.46

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations-2.17-2.09-1.27-2.18-1.60-2.14
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-0.48-0.54-3.27-2.440.430.40
Cash from Operating Activities-2.65-2.63-4.54-4.62-1.17-1.74
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments3.332.250.55-10.92-5.30-0.10
Purchase of Investments-0.01-0.46-2.08-10.92-5.30-0.31
Sale Or Maturity of Investments3.342.712.630.000.000.21
Other Uses-2.06-5.89-7.18-2.41-0.06-0.58
Other Sources0.514.220.010.431.260.78
Cash from Investing Activities1.780.58-6.62-12.89-4.100.10
Cash Dividends Paid0.00-0.280.000.000.000.00
Preferred Dividends (Cash Flow)0.00-0.28---0.00
Change in Capital Stock1.041.614.3729.891.730.01
Repurchase of Common Pref Stock0.000.000.000.000.000.00
Sale of Common Pref Stock1.041.614.3729.891.730.01
Proceedsfrom Stock Options1.041.614.3729.891.730.01
Issuance or Reduction of Debt, Net-0.13-0.68-0.58-2.452.801.82
Change in Long Term Debt-0.13-0.68-0.58-2.452.801.82
Issuance of Long Term Debt--0.091.0422.244.64
Reduction of Long Term Debt-0.13-0.68-0.67-3.49-19.44-2.81
Net Financing Active Other Cash Flow0.01-0.010.000.00-0.17-0.74
Other Financing Activities Uses0.01-0.010.000.00-0.17-0.74
Cash from Financing Activities1.370.653.7927.444.361.10
Net Change in Cash0.50-1.41-7.379.94-0.91-0.54
Free Cash Flow-2.65-2.63-4.54-4.62-1.17-1.74
Price to Free Cash Flow-----36.91

Revenue breakdown

Real Estate2024: 51.12M 2025: 20.10M
United States2024: 51.12M 2025: 20.10M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-307.22%0.7M10.2M1.87M
2026-10-157.18%0.7M10.2M1.89M
2026-09-307.98%0.8M10.2M7.41M
2026-09-155.17%0.5M10.2M5.80M
2026-08-315.77%0.6M10.2M5.71M
2026-08-145.03%0.5M10.2M5.77M
2026-07-315.62%0.5M8.3M5.79M
2026-07-155.27%0.4M8.3M5.85M
2026-06-301.66%0.1M8.3M158.07K
2026-06-152.30%0.2M8.3M160.21K
2026-05-291.64%0.1M8.2M154.54K
2026-05-151.66%0.1M8.2M144.93K
2026-04-301.08%0.1M6.5M80.72K
2026-04-152.93%0.2M6.5M80.28K
2026-03-311.32%0.1M6.5M76.43K
2026-03-131.08%0.1M6.4M93.24K
2026-02-270.89%0.1M6.4M115.00K
2026-02-131.09%0.1M6.4M128.33K
2026-01-300.87%0.1M6.3M132.76K
2026-01-150.54%0.0M6.3M147.91K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-048-KCurrent report2026-11-04SEC
2026-10-308-KCurrent report2026-10-30SEC
2026-10-198-KCurrent report2026-10-19SEC
2026-09-158-KCurrent report2026-09-14SEC
2026-08-278-KCurrent report2026-08-27SEC
2026-08-268-KCurrent report2026-08-21SEC
2026-08-148-KCurrent report2026-08-13SEC
2026-08-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-138-KCurrent report2026-08-13SEC
2026-08-048-KCurrent report2026-07-31SEC
2026-07-178-KCurrent report2026-07-16SEC
2026-07-068-KCurrent report2026-07-02SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-06-233Initial statement of beneficial ownership of securities2026-05-14SEC
2026-06-233Initial statement of beneficial ownership of securities2026-06-14SEC
2026-06-058-KCurrent report2026-06-05SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-20S-8Initial registration statement for securities to be offered to employees pursuant to employee benefit plansSEC
2026-05-158-KCurrent report2026-05-14SEC
2026-05-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-138-KCurrent report2026-05-13SEC
2026-05-058-KCurrent report2026-05-04SEC
2026-04-28424B5SEC
2026-04-27EFFECTEffectiveness filing by commission orderSEC
2026-04-238-KCurrent report2026-04-22SEC
2026-04-23CORRESPSEC
2026-04-23UPLOADUpload SubmissionSEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.64%
GEODE CAPITAL MANAGEMENT, LLC0.43%
UBS Group AG0.42%
VANGUARD CAPITAL MANAGEMENT LLC0.41%
VANGUARD FIDUCIARY TRUST CO0.40%
XTX Topco Ltd0.33%
HRT FINANCIAL LP0.32%
NORTHERN TRUST CORP0.23%
Virtu Financial LLC0.22%
StoneX Group Inc.0.21%

Funds

Fund% owned
VANGUARD EXTENDED MARKET INDEX FUND0.41%
Fidelity Extended Market Index Fund0.33%
Fidelity Series Total Market Index Fund0.07%

OakChart. CWD. Cached 15 minutes.

Some panels did not load: ratings, insider.