CaliberCos director granted 23,585 stock options
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.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
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.
Insider Trade Summary
Grant/Award: 23,585 shares
Grant/Award
8 txns
Insider
Taylor Lawrence X. III
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Employee Stock Options (right to buy) | 23,585 | $0.00 | $0.00 |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
| holding | Employee Stock Options (right to buy) | -- | -- | -- |
Holdings After Transaction:
Employee Stock Options (right to buy) — 64,129 contracts for 40,544 underlying shares (Direct)
Footnotes (3)
- F1. Employee Stock Options (right to buy)("Options") granted pursuant to Issuer's 2024 Equity Incentive Plan. Such Options represent a portion of Reporting Person's compensation as a director of Issuer.
- F2. Not applicable.
- F3. Employee Stock Options (right to buy)("Options") granted pursuant to Issuer's Amended and Restated 2017 Stock Incentive Plan. Such Options represent a portion of Reporting Person's compensation as a director of Issuer.
Key Figures
New option grant size: 23,585 options
New grant exercise price: $0.65/share
New grant expiration: June 30, 2036
+3 more
6 metrics
New option grant size
23,585 options
Employee Stock Options granted with code A
New grant exercise price
$0.65/share
Exercise price for 23,585 options
New grant expiration
June 30, 2036
Expiration date for 23,585 options
Low-strike existing options
23,658 options at $1.02
Existing Employee Stock Options expiring May 20, 2036
Mid-strike existing options
5,052 options at $3.55
Existing Employee Stock Options expiring June 17, 2035
Highest-strike existing options
4,064 options at $17.91
Existing Employee Stock Options expiring June 25, 2034
Key Terms
Employee Stock Options (right to buy), 2024 Equity Incentive Plan, Amended and Restated 2017 Stock Incentive Plan, Grant, award, or other acquisition
4 terms
Employee Stock Options (right to buy) financial
"Employee Stock Options (right to buy)("Options") granted pursuant to Issuer's 2024 Equity Incentive Plan."
2024 Equity Incentive Plan financial
"Options granted pursuant to Issuer's 2024 Equity Incentive Plan."
Amended and Restated 2017 Stock Incentive Plan financial
"Options granted pursuant to Issuer's Amended and Restated 2017 Stock Incentive Plan."
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did CaliberCos (CWD) director Taylor Lawrence X. III report in this Form 4?
He reported receiving 23,585 Employee Stock Options to buy Class A Common Stock. The options were granted as part of his compensation as a director and are documented as a grant or award acquisition in the filing’s transaction details and footnotes.
What is the exercise price and expiration date of the new CaliberCos director stock options?
The new options have an exercise price of $0.65 per share and expire on June 30, 2036. These terms apply to 23,585 Employee Stock Options to acquire CaliberCos Class A Common Stock reported as a grant or award acquisition.
Are the CaliberCos director’s reported options an open-market purchase or compensation grant?
They are a compensation grant, not an open-market purchase. The transaction uses code A for a grant, award, or other acquisition, and footnotes explain the options represent a portion of the reporting person’s compensation as a director under company equity incentive plans.
Which equity plans are referenced for the CaliberCos director’s option awards?
Footnotes reference the 2024 Equity Incentive Plan and the Amended and Restated 2017 Stock Incentive Plan. Both plans are described as sources of Employee Stock Options that represent part of the reporting person’s compensation for serving as a director of CaliberCos Inc.
What other CaliberCos stock options remain outstanding for the director after this grant?
Remaining Employee Stock Options include awards with exercise prices of $17.91, $12.40, $10.00, $13.19, $3.55, $6.35, and $1.02 per share. These cover various underlying share amounts and have expiration dates from 2034 through 2036 as listed in the filing.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates