Welcome to our dedicated page for CaliberCos SEC filings (Ticker: CWD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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CaliberCos Inc. has broken ground on a Hyatt Studios extended-stay hotel in Steamboat Springs, Colorado, under its multi-market hospitality development platform. The four-story property is planned with approximately 114 rooms across 57,971 square feet on 2.71 acres at 1801 Lincoln Avenue.
The project is described as the first of three Hyatt Studios hotels Caliber is advancing in Steamboat Springs, Riverwalk/Scottsdale, and Georgetown, under a Master Development Agreement that grants exclusive development areas. Construction is targeted for completion in the second quarter of 2027, with property stabilization anticipated in the first quarter of 2029. Caliber plans a total of 15 Hyatt Studios properties, using mezzanine financing from Hyatt, with stabilized assets expected to transition into Caliber Hospitality Trust through a forward purchase structure. Caliber reports over $2.6 billion in Managed Assets and a 17-year track record in middle-market hospitality and multifamily real estate.
CaliberCos Inc. is advancing its real estate fund tokenization strategy by building on Chainlink’s oracle platform and Automated Compliance Engine to handle investor verification, compliance, and distribution for tokenized private real estate funds and REITs.
The company is shifting from general digital asset exposure to implementing blockchain infrastructure directly inside its existing real estate investment platform, supported by its investment in LINK, the token underlying Chainlink. Caliber highlights goals such as clearer valuations, improved liquidity and access, institutional custody, and automated administration for private real estate investments, including selected projects like its indoor Pickleball & Padel facility initiative. The release also reiterates Caliber’s scale with over $2.6 billion in managed assets and a 17‑year track record, and includes forward‑looking timelines for certain developments, such as an expected 15–17 month build time and a targeted Steamboat Springs opening in the third or fourth quarter of 2027.
CaliberCos Inc. director Jerome Alan Reid Jr. received a grant of 23,585 employee stock options as part of his compensation. The options allow him to buy CaliberCos Class A common stock at an exercise price of $0.65 per share and expire on June 30, 2036. All 23,585 options were reported as directly owned following this grant, and there were no open-market purchases or sales in this filing.
CaliberCos Inc. director Taylor Lawrence X. III reported an award of 23,585 Employee Stock Options to buy Class A Common Stock at an exercise price of $0.65 per share, expiring on June 30, 2036. Footnotes state these options are granted under company equity incentive plans as part of his director compensation, alongside several earlier option grants at higher exercise prices that remain outstanding.
CaliberCos Inc. director William J. Gerber reported a new stock option grant and his outstanding option holdings. The filing shows a grant of 23,585 employee stock options to buy Class A common stock at an exercise price of $0.65 per share, expiring on June 30, 2036. Footnotes state these options, along with prior grants at higher exercise prices and later expirations, represent a portion of his compensation as a director under the company’s equity incentive plans. No open-market purchases or sales of CaliberCos stock are disclosed in this report.
CaliberCos Inc. interim CFO Michael Rosales filed an initial ownership report showing his equity position in the company. He directly holds 3,528 shares of Class A common stock, which include 1,447 unvested restricted stock units granted on June 1, 2024 under the company’s 2017 Stock Incentive Plan.
Rosales also holds employee stock options covering 2,230 shares of Class A common stock at an exercise price of $129.80 per share expiring on October 28, 2030, and additional options for 142 shares at $20.00 per share expiring on June 1, 2034. Both the RSUs and options vest 25% on the first anniversary of grant, with the remainder vesting in equal installments over the following 36 months.
CaliberCos Inc. director Jerome Alan Reid Jr. reported his initial ownership of Class A Common Stock on a Form 3. The filing shows he directly holds 548 shares of Class A Common Stock following the reported holdings entry.
CaliberCos Inc. announced a planned CFO transition. Jade Leung resigned as Chief Financial Officer effective June 14, 2026, after an eleven-year tenure, citing personal reasons. The company states there were no disagreements related to operations, policies, financial reporting, or accounting.
Subject to a separation agreement, Leung is expected to receive about $86,584.60 in cash severance, equal to sixteen weeks of base salary, a grant of 100,000 shares of common stock subject to a six-month lock-up, and accelerated vesting of 24,441 previously unvested equity awards. He is also expected to serve as an independent contractor to support the transition.
Michael Rosales, currently Senior Vice President of Accounting, Financial Reporting and Tax, will become acting CFO on June 14, 2026. The board has begun a search for a permanent CFO. Caliber reaffirmed its full-year 2026 guidance and said the transition does not change its strategy or financial outlook.
CaliberCos Inc. director Taylor Lawrence X. III received a grant of 23,658 employee stock options on Class A common stock as part of director compensation. The options have an exercise price of $1.02 per share and are scheduled to expire on May 20, 2036.
The filing also lists several existing option awards on Class A common stock with exercise prices between $3.55 and $17.91 per share and expirations from 2034 through 2035, highlighting the director’s remaining long-term equity incentive position.
CaliberCos Inc. director William J. Gerber reported a new grant of employee stock options as part of his director compensation. On the reported date, he received 23,658 Employee Stock Options (right to buy), each exercisable for Class A Common Stock at an exercise price of $1.02 per share, expiring in 2036. The filing also lists several previously granted option awards with exercise prices ranging from $3.55 to $185.00 per share and expirations between 2029 and 2035, showing the broader option position he continues to hold under the company’s equity incentive plans.