---
schema_version: "secwatch.filing_event.v1"
accession: "0001627282-25-000007"
form_type: "8-K"
ticker: "CWD"
cik: "0001627282"
company_name: "CaliberCos Inc."
filed_at: "2025-03-11T23:59:59+00:00"
generated_at: "2026-05-24T23:44:47.163131+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# CaliberCos designates 800K shares of 9.5% Series AA Cumulative Redeemable Preferred Stock

## Summary
- 800,000 shares designated; $25 stated value per share; 9.5% cumulative monthly dividend payable in arrears.
- Ranks senior to Class A and Class B common; pari passu with existing Series A Preferred.
- Holders may request quarterly redemption (4% cap per quarter); board may suspend; redemption fees 10%-6% declining over 3 years.
- Company has optional redemption right; mandatory redemption on 3rd anniversary of issuance.
- No voting rights except on adverse amendments; conversion to Class A common at 3rd anniversary with company consent.

## SEC filing metadata
- accession: 0001627282-25-000007
- form_type: 8-K
- ticker: CWD
- cik: 0001627282
- company_name: CaliberCos Inc.
- filed_at: 2025-03-11T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1627282/000162728225000007/0001627282-25-000007-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1627282/000162728225000007/cwd-20250305.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001627282-25-000007
- JSON: https://secwatch.observer/filing/0001627282-25-000007.json
- Plain text: https://secwatch.observer/filing/0001627282-25-000007.txt

## Key facts
- Governance Changes
  CaliberCos Inc.: Filed Certificate of Designation establishing Series AA Cumulative Redeemable Preferred Stock (effective 2025-03-05).
  - Change: charter amendment
  - Effective: 2025-03-05
  source text: On March 5, 2025, CaliberCos Inc. (the “Company”) filed a Certificate of Designations, Preferences and Rights (the “Certificate of Designation”) with the Secretary of State of the State of Delaware to establish the preferences, voting powers, limitations as to dividends or other distributions, qualifications, terms and conditions of redemption and other terms and conditions of the Company’s Series AA Cumulative Redeemable Preferred Stock, par value $0.001 (the “Series AA Preferred Stock”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1627282/000162728225000007/0001627282-25-000007-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.