CaliberCos Inc.·4

Jul 1, 4:30 PM ET

Taylor Lawrence X. III 4

4 · CaliberCos Inc. · Filed Jul 1, 2026

Research Summary

AI-generated summary of this filing

Updated

CaliberCos (CWD) Director Taylor Lawrence X. III Receives Option Award

What Happened
Taylor Lawrence X. III, a director of CaliberCos Inc. (CWD), received a grant of 23,585 employee stock options on 2026-06-30. The Form 4 records this as a derivative acquisition (transaction code A). No exercise price or immediate cash value is listed on the filing, and the grant is described as part of his director compensation.

Key Details

  • Transaction date: 2026-06-30; Form 4 filed: 2026-07-01 (timely filing).
  • Instrument: 23,585 employee stock options (derivative grant). Price/value: N/A on the Form 4.
  • Footnotes: F1 and F3 state the Options were granted pursuant to the Issuer's 2024 Equity Incentive Plan and the Amended and Restated 2017 Stock Incentive Plan and represent director compensation. F2: Not applicable.
  • Shares owned after the transaction: not specified on the provided data.
  • Nature: This is an award of options (not a purchase or sale); does not indicate exercised or sold shares.

Context
Option grants to directors are commonly part of regular compensation and do not by themselves signal buying or selling of stock. These options give the holder the right to buy shares in the future (subject to plan terms and any vesting), but they are not the same as an immediate purchase of shares.

Insider Transaction Report

Form 4
Period: 2026-06-30
Transactions
  • Award

    Employee Stock Options (right to buy)

    [F1][F2]
    2026-06-30+23,58523,585 total
    Exercise: $0.65From: 2026-06-30Exp: 2036-06-30Class A Common Stock (23,585 underlying)
Holdings
  • Employee Stock Options (right to buy)

    [F1]
    Exercise: $1.02From: 2026-05-20Exp: 2036-05-20Class A Common Stock (23,658 underlying)
    23,658
  • Employee Stock Options (right to buy)

    [F1]
    Exercise: $6.35From: 2025-09-16Exp: 2035-09-16Class A Common Stock (2,065 underlying)
    2,065
  • Employee Stock Options (right to buy)

    [F1]
    Exercise: $3.55From: 2025-06-17Exp: 2035-06-17Class A Common Stock (5,052 underlying)
    5,052
  • Employee Stock Options (right to buy)

    [F1]
    Exercise: $13.19From: 2025-03-17Exp: 2035-03-17Class A Common Stock (1,613 underlying)
    1,613
  • Employee Stock Options (right to buy)

    [F1]
    Exercise: $10.00From: 2024-12-16Exp: 2034-12-16Class A Common Stock (1,850 underlying)
    1,850
  • Employee Stock Options (right to buy)

    [F3]
    Exercise: $12.40From: 2024-09-30Exp: 2034-09-30Class A Common Stock (2,242 underlying)
    2,242
  • Employee Stock Options (right to buy)

    [F3]
    Exercise: $17.91From: 2024-06-25Exp: 2034-06-25Class A Common Stock (4,064 underlying)
    4,064
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.
Signature
/s/ Lawrence X. Taylor III|2026-07-01

Documents

1 file
  • 4
    wk-form4_1782937818.xmlPrimary

    FORM 4