Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Charlotte's Web Holdings, Inc.
Report date July 02, 2024 · Filed July 03, 2024 · Amendment
Section 16 reporting ended · disclosed 2024-07-03. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Charlottes Web Holding Inc common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-02 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-07-02 · Sale · Disposed 510,134 · Balance 0 F1: price per share |
Filing footnotes · ownership attribution and instrument terms
F1: price per share
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 |
|---|---|---|---|---|---|---|
| July 02, 2024 Filed Jul 3, 2024 22:56 UTC Amendment | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | SaleCharlottes Web Holding Inc common stock | 510,134 | $0.16 | $79,223.81 |
DisclosureSEC source: 0001958136-24-000002 · primary_doc.xml · nonDerivative · entry 1 Morga Alicia · CIK 0001958136 · former director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: price per share Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:49 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionRestricted Stock Unit · Derivative | 441,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-24-000012 · wk-form4_1707173356.xml · derivative · entry 2 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 441,176 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 units vest in 1 installment on the first anniversary of the restricted stock unit's grant date. The restricted stock units were granted on 7/1/2023. The Company accelerated all of the Section 16 insiders' restricted stock units on 2/1/2024 other than the CEO's. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock units vest in 1 installment on the first anniversary of the restricted stock unit's grant date. The restricted stock units were granted on 7/1/2023. The Company accelerated all of the Section 16 insiders' restricted stock units on 2/1/2024 other than the CEO's. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 22:49 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionCommon Shares | 441,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-24-000012 · wk-form4_1707173356.xml · nonDerivative · entry 1 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,134 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 |
| December 06, 2023 Filed Dec 7, 2023 21:52 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionRestricted Stock Unit · Derivative | 68,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-23-000089 · wk-form4_1701985917.xml · derivative · entry 2 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 68,958 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 1 equal installment on 12/6/2023. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 equal installment on 12/6/2023. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 21:52 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | Exercise / conversionCommon Shares | 68,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-23-000089 · wk-form4_1701985917.xml · nonDerivative · entry 1 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,958 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. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:43 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | GrantRestricted Stock Unit · Derivative | 441,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-23-000048 · wf-form4_168858980021710.xml · derivative · entry 1 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,176 Underlying: Common Shares · 441,176 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. F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 installment on 7/1/2024. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 installment on 7/1/2024. Read SEC document |
| December 06, 2022 Filed Dec 14, 2022 21:31 UTC | Charlotte's Web Holdings, Inc. CWBHF · Entity 2770 | GrantRestricted Stock Unit · Derivative | 68,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001750155-22-000125 · wf-form4_167105342418110.xml · derivative · entry 1 Morga Alicia · CIK 0001958136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,958 Underlying: Common Shares · 68,958 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. F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 equal installment on 12/6/2023. F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 equal installment on 12/6/2023. 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.