Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Charlotte's Web Holdings, Inc.CWBHF · Entity 2770 | Director · Chief Executive Officer | October 01, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Charlotte's Web Holdings, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,024,210 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 294,662 · Balance 4,095,961 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Row 2 · 2026-10-01 · Tax withholding · Disposed 71,751 · Balance 4,024,210 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 589,324 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 294,662 · Balance 589,324 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F2: The restricted stock unit agreement provides that the restricted stock unit vests in equal quarterly installments over 1 year beginning on 7/1/2026. The restricted stock unit was granted on 4/1/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.
F2: The restricted stock unit agreement provides that the restricted stock unit vests in equal quarterly installments over 1 year beginning on 7/1/2026. The restricted stock unit was granted on 4/1/2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 13, 2023 Filed Sep 15, 2023 21:37 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | GrantCommon Shares | 500,000 | $0.36 | $177,500.00 |
DisclosureSEC source: 0001750155-23-000072 · wf-form4_169481385607851.xml · nonDerivative · entry 1 Morachnick William J. · CIK 0001993253 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 F1 · price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.