Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Charlotte's Web Holdings, Inc.CWBHF · Entity 2770 | Chief Financial Officer | April 01, 2026 | April 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 74,999 |
Ending reported balance
After 2026-04-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 26,562 · Balance 51,740 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Row 2 · 2026-04-01 · Exercise / conversion · Acquired 45,032 · Balance 96,772 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Row 3 · 2026-04-01 · Tax withholding · Disposed 21,773 · Balance 74,999 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 26,562 |
Reported balance
After 2026-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-01 · Exercise / conversion · Disposed 26,562 · Balance 26,562 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 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 90,066 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-01 · Exercise / conversion · Disposed 45,032 · Balance 90,066 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F3: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 321,441 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Grant · Acquired 321,441 · Balance 321,441 F1: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F4: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. 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 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024.
F3: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025.
F4: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. 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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | GrantRestricted Stock Unit · Derivative | 321,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · derivative · entry 6 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,441 Underlying: Common Shares · 321,441 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F4 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2026. F4 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionRestricted Stock Unit · Derivative | 45,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · derivative · entry 5 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,066 Underlying: Common Shares · 45,032 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F3 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025. F3 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionRestricted Stock Unit · Derivative | 26,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · derivative · entry 4 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,562 Underlying: Common Shares · 26,562 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Tax withholdingCommon Shares | 21,773 | $0.78 | $17,026.49 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · nonDerivative · entry 3 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,999 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionCommon Shares | 45,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · nonDerivative · entry 2 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,772 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:29 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionCommon Shares | 26,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-26-000042 · wk-form4_1775240971.xml · nonDerivative · entry 1 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,740 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:42 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | GrantRestricted Stock Unit · Derivative | 135,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-25-000012 · wk-form4_1743691341.xml · derivative · entry 4 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,098 Underlying: Common Shares · 135,098 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F3 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025. F3 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:42 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionRestricted Stock Unit · Derivative | 26,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-25-000012 · wk-form4_1743691341.xml · derivative · entry 3 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,124 Underlying: Common Shares · 26,562 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc. F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 3 equal annual installments beginning on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 4/1/2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:42 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Tax withholdingCommon Shares | 9,045 | $0.09 | $805.01 |
DisclosureSEC source: 0001750155-25-000012 · wk-form4_1743691341.xml · nonDerivative · entry 2 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,178 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:42 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionCommon Shares | 26,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-25-000012 · wk-form4_1743691341.xml · nonDerivative · entry 1 Lind Erika · CIK 0002029527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,223 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.