Charlotte's Web Holdings's three largest insider shareholders as of September 29, 2026 are De Investments Inc. Bt (TenPercentOwner, 109.94Mn shares), William J. Morachnick (Chief Executive Officer, 3.52Mn shares), Raymond J. Kunkel (Chief Operating Officer, 920.21K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | De Investments Inc. Bt | TenPercentOwner | 109,944,042 | 0 | 109,944,042 | 92.3% | 29 May, 2026 |
| 2 | William J. Morachnick | Chief Executive Officer | 3,517,612 | 0 | 3,517,612 | 3.0% | 06 Jul, 2026 |
| 3 | Raymond J. Kunkel | Chief Operating Officer | 920,208 | 0 | 920,208 | 0.8% | 04 Sep, 2026 |
| 4 | Jacques Tortoroli | Chief Executive Officer | 887,607 | 0 | 887,607 | 0.7% | 15 Sep, 2023 |
| 5 | John D Held | Director | 749,274 | 0 | 749,274 | 0.6% | 05 Feb, 2024 |
| 6 | Susan L N Vogt | Director | 644,061 | 0 | 644,061 | 0.5% | 05 Feb, 2024 |
| 7 | Thomas M Lardieri | Director | 553,127 | 0 | 553,127 | 0.5% | 05 Feb, 2024 |
| 8 | Alicia Morga | Director | 510,134 | 0 | 510,134 | 0.4% | 05 Feb, 2024 |
| 9 | Jessica Saxton | Chief Financial Officer | 323,858 | 0 | 323,858 | 0.3% | 05 Feb, 2024 |
| 10 | Jean Birch | Director | 210,385 | 0 | 210,385 | 0.2% | 06 Dec, 2022 |
| 11 | Jared Stanley | Chief Operating Officer | 202,291 | 0 | 202,291 | 0.2% | 03 Apr, 2026 |
| 12 | Angela May Mcelwee | Director | 170,000 | 0 | 170,000 | 0.1% | 06 Jul, 2026 |
| 13 | Matthew Evan Mccarthy | Director | 150,000 | 0 | 150,000 | 0.1% | 06 Jul, 2026 |
| 14 | Maureen K Usifer | Director | 150,000 | 0 | 150,000 | 0.1% | 06 Jul, 2026 |
| 15 | Stephen David Rogers | Svp, Gc Corporate Secretary | 115,622 | 0 | 115,622 | 0.1% | 02 Apr, 2025 |
| 16 | Erika Lind | Chief Financial Officer | 74,999 | 0 | 74,999 | 0.1% | 03 Apr, 2026 |
| 17 | Lindsey Jensen | Chief Financial Officer | 29,034 | 0 | 29,034 | 0.0% | 05 Jul, 2022 |
| 18 | Timothy Saunders | Director | 18,380 | 0 | 18,380 | 0.0% | 21 Jun, 2022 |
| 19 | Sarah Cambridge | Principal Accounting Officer | 9,114 | 0 | 9,114 | 0.0% | 05 Feb, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 03 Sep, 2026 | Raymond J. Kunkel | Chief Operating Officer | Acquired P | 137,935 | $0.29 | $39.31K | 920,208 | Direct |
| 01 Jul, 2026 | Maureen K Usifer | Director | Acquired M | 75,000 | $0.00 | $0 | 150,000 | Direct |
| 01 Jul, 2026 | William J. Morachnick | Chief Executive Officer | Acquired M | 294,661 | $0.00 | $0 | 3,589,362 | Direct |
| 01 Jul, 2026 | Matthew Evan Mccarthy | Director | Acquired M | 75,000 | $0.00 | $0 | 150,000 | Direct |
| 01 Jul, 2026 | Angela May Mcelwee | Director | Acquired M | 85,000 | $0.00 | $0 | 170,000 | Direct |
| 01 Jul, 2026 | Angela May Mcelwee | Director | Disposed M | 85,000 | $0.00 | $0 | 0 | Direct |
| 01 Jul, 2026 | Maureen K Usifer | Director | Disposed M | 75,000 | $0.00 | $0 | 0 | Direct |
| 01 Jul, 2026 | William J. Morachnick | Chief Executive Officer | Disposed F | 71,750 | $0.31 | $22.24K | 3,517,612 | Direct |
| 01 Jul, 2026 | Matthew Evan Mccarthy | Director | Disposed M | 75,000 | $0.00 | $0 | 0 | Direct |
| 01 Jul, 2026 | William J. Morachnick | Chief Executive Officer | Disposed M | 294,661 | $0.00 | $0 | 883,986 | Direct |
| 30 Jun, 2026 | William J. Morachnick | Chief Executive Officer | Acquired M | 375,000 | $0.00 | $0 | 3,386,014 | Direct |
| 30 Jun, 2026 | William J. Morachnick | Chief Executive Officer | Disposed F | 91,313 | $0.31 | $28.31K | 3,294,701 | Direct |
| 30 Jun, 2026 | William J. Morachnick | Chief Executive Officer | Disposed M | 375,000 | $0.00 | $0 | 375,000 | Direct |
| 01 Jun, 2026 | Angela May Mcelwee | Director | Acquired A | 85,000 | $0.00 | $0 | 85,000 | Direct |
| 01 Jun, 2026 | Maureen K Usifer | Director | Acquired A | 75,000 | $0.00 | $0 | 75,000 | Direct |
| 01 Jun, 2026 | Matthew Evan Mccarthy | Director | Acquired A | 75,000 | $0.00 | $0 | 75,000 | Direct |
| 28 May, 2026 | De Investments Inc. Bt | TenPercentOwner | Acquired C | 95,281,277 | $0.68 | $64.79Mn | 95,281,277 | Direct |
| 28 May, 2026 | De Investments Inc. Bt | TenPercentOwner | Acquired A | 14,662,765 | $0.68 | $9.97Mn | 109,944,042 | Direct |
| 01 Apr, 2026 | Erika Lind | Chief Financial Officer | Acquired M | 26,562 | $0.00 | $0 | 51,740 | Direct |
| 01 Apr, 2026 | Jared Stanley | Director | Acquired M | 37,178 | $0.00 | $0 | 214,950 | Direct |