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Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 0.91% of CWBHF shares are held by financial institutions. FINANCIAL GRAVITY COMPANIES, INC. is the top corporate investor, holding 208 shares valued at $68.00. A 0% stake in Charlotte's Web Holdings, Inc. is owned by the company. LEO H. EVART, INC. owns 3 shares valued at $1.00, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | FINANCIAL GRAVITY COMPANIES, INC. | 0% | 208 | 68 | 208 | +100.00% |
| Jun 30, 2026 | LEO H. EVART, INC. | 0% | 3 | 1 | 0 | 0 |
| Jun 30, 2026 | MAIN STREET GROUP, LTD | 0% | 100 | 33 | 0 | 0 |
| Jun 30, 2026 | WEALTH PRESERVATION ADVISORS, LLC | 0% | 0 | - | -3 | -100.00% |
| Mar 31, 2026 | LEO H. EVART, INC. | 0% | 3 | 2 | 3 | +100.00% |
| Mar 31, 2026 | MCILRATH & ECK, LLC | 0% | 300 | 215 | 300 | +100.00% |
| Mar 31, 2026 | WEALTH PRESERVATION ADVISORS, LLC | 0% | 3 | 2 | 0 | 0 |
| Mar 31, 2026 | MAIN STREET GROUP, LTD | 0% | 100 | 74 | 100 | +100.00% |
| Dec 31, 2025 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 0% | 0 | - | -200 | -100.00% |
| Dec 31, 2025 | MAIN STREET GROUP, LTD | 0% | 0 | - | -100 | -100.00% |
| Dec 31, 2025 | WEALTH PRESERVATION ADVISORS, LLC | 0% | 3 | 1 | 0 | 0 |
| Sep 30, 2025 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 0% | 200 | 34 | 0 | 0 |
| Sep 30, 2025 | WEALTH PRESERVATION ADVISORS, LLC | 0% | 3 | 1 | 3 | +100.00% |
| Sep 30, 2025 | MAIN STREET GROUP, LTD | 0% | 100 | 17 | 0 | 0 |
| Jun 30, 2025 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 0% | 200 | 19 | 100 | +100.00% |
| Jun 30, 2025 | MAIN STREET GROUP, LTD | 0% | 100 | 9 | 0 | 0 |
| Mar 31, 2025 | VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 0% | 100 | 9 | 0 | 0 |
| Mar 31, 2025 | MAIN STREET GROUP, LTD | 0% | 100 | 10 | 0 | 0 |
| Dec 31, 2023 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 0% | 66 | 13 | 66 | +100.00% |
| Dec 31, 2023 | TUCKER ASSET MANAGEMENT LLC | 0% | 50 | 10 | 0 | 0 |
| Dec 31, 2023 | AXS INVESTMENTS LLC | 1.64% | 2.5M | 510.2K | 510.66K | +25.62% |
| Sep 30, 2023 | TUCKER ASSET MANAGEMENT LLC | 0% | 50 | 18 | 0 | 0 |
| Sep 30, 2023 | AXS INVESTMENTS LLC | 1.31% | 1.99M | 719.07K | 53.73K | +2.77% |
Among the CWBHF insiders holding of 47.23% of the stake in company, BT DE INVESTMENTS INC., 10 percent owner, holds the largest shares of 95.28M. MORACHNICK WILLIAM J., Chief Executive Officer, is the second largest CWBHF insider with ownership of 4.5M shares. GOULD GREGORY A, Chief Financial Officer, stands third with possession of 1.2M shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| BT DE INVESTMENTS INC. | 10 percent owner | 95.28M |
| MORACHNICK WILLIAM J. | Chief Executive Officer | 4.5M |
| GOULD GREGORY A | Chief Financial Officer | 1.2M |
| KUNKEL RAYMOND J. | Chief Operating Officer | 920.21K |
| HELD JOHN D | director | 500K |
| VOGT SUSAN L N | director | 441.18K |
| SAXTON JESSICA | CFO and PAO | 312.5K |
| SAUNDERS TIMOTHY | director | 163.04K |
| STANLEY JARED | Chief Operating Officer | 70.87K |
| JENSEN LINDSEY | Chief Financial Officer | 29.06K |
| ROGERS STEPHEN DAVID | SVP, GC & Corporate Secretary | 16.56K |
| BIRCH JEAN | director | 0 |
| MORGA ALICIA | former director | 0 |
| LARDIERI THOMAS M | director | 0 |
| TORTOROLI JACQUES | Chief Executive Officer | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Sep 03, 2026 | KUNKEL RAYMOND J. | PURCHASE | 0.28 | 137.94K | 39.31K | 920.21K |
| May 28, 2026 | BT DE INVESTMENTS INC. | PURCHASE | 0.68 | 0 | - | 95.28M |
| Sep 02, 2025 | KUNKEL RAYMOND J. | PURCHASE | 0.10 | 229.17K | 22.92K | 718.92K |
| May 30, 2025 | KUNKEL RAYMOND J. | PURCHASE | 0.11 | 213.58K | 23.49K | 476.07K |
| Sep 03, 2024 | KUNKEL RAYMOND J. | PURCHASE | 0.15 | 125.17K | 18.78K | 239.85K |
| Aug 30, 2024 | KUNKEL RAYMOND J. | PURCHASE | 0.14 | 2.48K | 354.5 | 114.68K |
| Aug 29, 2024 | KUNKEL RAYMOND J. | PURCHASE | 0.14 | 8.1K | 1.16K | 112.2K |
| Aug 28, 2024 | KUNKEL RAYMOND J. | PURCHASE | 0.14 | 10K | 1.43K | 104.1K |
| Aug 27, 2024 | KUNKEL RAYMOND J. | PURCHASE | 0.14 | 2K | 280 | 94.1K |
| Jul 02, 2024 | MORGA ALICIA | SALE | 0.16 | 510.13K | 79.22K | 0 |
| Dec 06, 2023 | MORGA ALICIA | 0.00 | 68.96K | - | 0 | |
| Nov 19, 2023 | KUNKEL RAYMOND J. | 0.00 | 23.18K | - | 0 | |
| Nov 19, 2023 | ROGERS STEPHEN DAVID | 0.00 | 16.56K | - | 16.56K | |
| Oct 12, 2023 | MORACHNICK WILLIAM J. | AWARD | 0.00 | 4.5M | - | 4.5M |
| Sep 13, 2023 | TORTOROLI JACQUES | 0.00 | 25.44K | - | 0 | |
| Sep 13, 2023 | MORACHNICK WILLIAM J. | AWARD | 0.00 | 500K | - | 0 |
| Aug 10, 2023 | LARDIERI THOMAS M | 0.00 | 111.95K | - | 0 | |
| Jul 01, 2023 | HELD JOHN D | AWARD | 0.00 | 500K | - | 500K |
| Jul 01, 2023 | VOGT SUSAN L N | AWARD | 0.00 | 441.18K | - | 441.18K |
| Jul 01, 2023 | LARDIERI THOMAS M | AWARD | 0.00 | 441.18K | - | 441.18K |
| Jul 01, 2023 | MORGA ALICIA | AWARD | 0.00 | 441.18K | - | 441.18K |
| Jun 22, 2023 | HELD JOHN D | 0.00 | 184.78K | - | 0 | |
| Jun 22, 2023 | VOGT SUSAN L N | 0.00 | 163.04K | - | 0 | |
| Apr 01, 2023 | SAXTON JESSICA | AWARD | 0.00 | 312.5K | - | 312.5K |
| Apr 01, 2023 | STANLEY JARED | AWARD | 0.32 | 70.87K | 22.68K | 70.87K |
| Apr 01, 2023 | ROGERS STEPHEN DAVID | AWARD | 0.00 | 21.81K | - | 21.81K |
| Apr 01, 2023 | TORTOROLI JACQUES | AWARD | 0.00 | 25.44K | - | 25.44K |
| Mar 26, 2023 | STANLEY JARED | 0.00 | 6.48K | - | 12.97K | |
| Feb 11, 2023 | STANLEY JARED | 0.00 | 18.75K | - | 37.5K | |
| Feb 11, 2023 | ROGERS STEPHEN DAVID | 0.00 | 12.5K | - | 25K | |
| Feb 11, 2023 | TORTOROLI JACQUES | 0.00 | 32.5K | - | 65K | |
| Feb 01, 2023 | SAXTON JESSICA | AWARD | 0.56 | 535.71K | 300K | 535.71K |
| Dec 31, 2022 | TORTOROLI JACQUES | 0.00 | 425K | - | 425K | |
| Dec 16, 2022 | TORTOROLI JACQUES | 0.00 | 62.5K | - | 0 | |
| Dec 06, 2022 | MORGA ALICIA | AWARD | 0.00 | 68.96K | - | 68.96K |
| Dec 06, 2022 | BIRCH JEAN | 0.00 | 163.04K | - | 0 | |
| Nov 19, 2022 | ROGERS STEPHEN DAVID | 0.00 | 16.56K | - | 33.11K | |
| Sep 16, 2022 | TORTOROLI JACQUES | 0.00 | 62.5K | - | 62.5K | |
| Aug 10, 2022 | LARDIERI THOMAS M | AWARD | 0.00 | 111.95K | - | 111.95K |
| Aug 02, 2022 | TORTOROLI JACQUES | AWARD | 0.00 | 850K | - | 850K |
| Jul 01, 2022 | JENSEN LINDSEY | 0.00 | 9.69K | - | 29.06K | |
| Jul 01, 2022 | STANLEY JARED | 0.00 | 26.32K | - | 0 | |
| Jul 01, 2022 | ROGERS STEPHEN DAVID | 0.00 | 26.32K | - | 0 | |
| Jun 22, 2022 | HELD JOHN D | AWARD | 0.46 | 184.78K | 85K | 184.78K |
| Jun 22, 2022 | SAUNDERS TIMOTHY | AWARD | 0.46 | 163.04K | 75K | 163.04K |
| Jun 22, 2022 | VOGT SUSAN L N | AWARD | 0.46 | 163.04K | 75K | 163.04K |
| Jun 22, 2022 | BIRCH JEAN | AWARD | 0.46 | 163.04K | 75K | 163.04K |
| Jun 18, 2022 | SAUNDERS TIMOTHY | 0.00 | 18.38K | - | 0 | |
| Jun 17, 2022 | GOULD GREGORY A | AWARD | 0.44 | 1.2M | 528K | 1.2M |
| Jun 16, 2022 | TORTOROLI JACQUES | 0.00 | 62.5K | - | 125K | |
| Jun 09, 2022 | HELD JOHN D | 0.00 | 18.32K | - | 0 | |
| Jun 09, 2022 | VOGT SUSAN L N | 0.00 | 16.16K | - | 0 | |
| Jun 09, 2022 | BIRCH JEAN | 0.00 | 16.16K | - | 0 |