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CLDI · Calidi Biotherapeutics, Inc.
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CLDI Calidi Biotherapeutics (CLDI) Insider Trading, Ownership & Congress Trades

Pharma & Biotech · Biological products, (no diagnostic substances) · CIK 0001855485
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
12
13F, latest reported quarter

CLDI filings, in plain words

Read the full summary

The latest 5% ownership filing is a 13D by Gavrilov Ognian Anguelov, filed 2026-03-31, for 0.3% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Calidi Biotherapeutics insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Calidi Biotherapeutics, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Camaisa Allan
Director
SELL
2025-12-16 SECtraded 2025-12-12
850
$1.2K
-57.0%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 17, 2024.
  • The trade is 1.1% of the 76,952 shares held after it.
  • No other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Camaisa Allan sold about $1.2K of CLDI on Dec 12, 2025; 12 funds added in the latest 13F quarter.
Jackson Andrew C.
Chief Financial Officer
BUY
2025-08-25 SECtraded 2025-08-21
2,500
$5.0K
-57.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 2,500 shares held after it.
  • 3 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Jackson Andrew C. bought about $5.0K of CLDI on Aug 21, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Leftwich Scott
Director
BUY
2025-08-25 SECtraded 2025-08-21
125,000
$250.0K
-57.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 95.7% of the 130,650 shares held after it.
  • 3 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Leftwich Scott bought about $250.0K of CLDI on Aug 21, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Poma Eric E
Chief Executive Officer
BUY
2025-08-25 SECtraded 2025-08-21
25,000
$50.0K
-57.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 25,000 shares held after it.
  • 3 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Poma Eric E bought about $50.0K of CLDI on Aug 21, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
Schoeneck James A
Director
BUY
2025-08-25 SECtraded 2025-08-21
75,000
$150.0K
-57.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 98.5% of the 76,134 shares held after it.
  • 3 other insiders bought within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Schoeneck James A bought about $150.0K of CLDI on Aug 21, 2025, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 12 funds added in the latest 13F quarter.
6 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
12 funds bought in last quarter
below 79% of Pharma & Biotech
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
9.1% of the float short (float per yahoo 2026-10-26) · 1.0 days to cover · settled 2026-09-30
more than 68% of Pharma & Biotech
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CLDI

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-57.0%12M
-57%-29%-1%+27%2026-072026-082026-082026-092026-092026-102026-10
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CLDI: institutional holders (13F)

13F holdings, latest reported quarter
GEODE CAPITAL MANAGEMENT, LLC
114,550 sh
$19.5K
HighTower Advisors, LLC
83,523 sh
$14.2K
JANE STREET GROUP, LLC
54,274 sh
$9.2K
Independent Advisor Alliance
45,000 sh
$7.7K
RS CRUM INC.
43,239 sh
$7.4K

Congress trades in CLDI

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Gavrilov Ognian Anguelov
Activist 13D · 2026-03-31
0.3%
Gavrilov Ognian Anguelov
Activist 13D · 2026-03-09
9.8%

CLDI planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

CLDI mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$9.2K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$4.3K position · as of 2026-06-30
0.0%
Fidelity Series Total Market Index Fund
$859 position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$953 position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 12 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UTHRCPIXMRNAREGNLLYALNYMDGLCITRDNAVRTXNUVLTWST

CLDI financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
-$17.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.19x
LongTermDebt as filed 2026-06-30 (includes the current portion); equity 2026-06-30
Cash flow to debt
-29.59x
TTM operating cash flow over LongTermDebt as filed 2026-06-30 (includes the current portion)
Return on equity
-713.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-211.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-448.2%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
-$7.3M
market value at close 2026-10-26 on 2026-08-10 shares, plus LongTermDebt as filed 2026-06-30 (includes the current portion), minus cash 2024-12-31
FCF yield
-1,079%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenuen/an/an/a$45.0K
Operating income-$20.2M-$21.8M-$29.0M-$23.1M
Net income-$19.9M-$22.1M-$29.2M-$25.4M
EPS (diluted)-5.95-35.70-17.332.99
Operating cash flow-$21.3M-$19.7M-$27.0M-$13.2M
Cashn/a$9.6Mn/an/a
Long-term debt$600.0K$600.0K$2.1Mn/a
SEC XBRL, fiscal years, as known on 2026-10-28

CLDI Stock Sonar score 4/7 axes

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CLDI ranks highest on risk and compliance (66th percentile) and financial health (31st), and lowest on profitability (6th), among Pharma & Biotech peers.

Profitability
6
Inputs
  • Return on equity-713.6% · 5 pct, sector of 545
  • Return on assets-211.1% · 10 pct, sector of 691
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-448.2% · 3 pct, sector of 576
Financial health
31
Inputs
  • Debt to equity0.19x · 46 pct, sector of 352
  • Cash flow to debt-29.59x · 16 pct, sector of 371
Institutional and government
21
Inputs
  • Funds adding, latest quarter12 · 21 pct, sector of 698
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
66
Inputs
  • Short interest, % of float+9.1% · 42 pct, sector of 813
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+3.3% · 91 pct, sector of 511
3 not measured: Growth, Insider conviction, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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