Charlotte's Web Holdings, INC

Market Movers (8-K)

OQX
Co-founder Jared Stanley has resigned from the Charlotte's Web Board of Directors to focus on his role as CEO of clinical-stage pharmaceutical venture DeFloria, Inc.
OQX
Charlottes Web Holdings, Inc. announced the closing of a significant investment by British American Tobacco's subsidiary, BT DE Investments Inc., involving a new equity purchase and the conversion of a convertible debenture.
Capital raise
OQX
Charlotte's Web Holdings, Inc. has successfully closed a major debt-to-equity conversion and private placement with British American Tobacco, strengthening its balance sheet.
Capital raise
OQX
Charlottes Web announced Q1 2026 results, highlighting progress on a transformative transaction with BAT, the activation of a CMS healthcare access pathway, and continued improvement in Adjusted EBITDA.
Capital raise
OQX
Charlotte's Web Holdings, Inc. announced a C$103 million equity commitment from British American Tobacco, significantly increasing BAT's ownership to approximately 40.8% through a new investment and debenture conversion.
Capital raise
Worse than expected
OQX
Charlotte's Web announced its Q4 and full-year 2025 financial results, highlighted by a strategic transaction with BAT and participation in a new CMMI Medicare pilot program.
Capital raise
Worse than expected

Quarterly Earnings (10-Q)

OQX
Charlotte's Web Holdings, Inc. reported a 9.0% decrease in revenue for the first quarter of 2026 compared to the prior year, alongside a significant increase in the fair value loss of financial instruments, while awaiting shareholder approval for a major transaction with British American Tobacco.
Capital raise
Worse than expected
OQX
Charlotte's Web Holdings, Inc. reported a narrower operating loss in Q3 2025, driven by significant cost reductions and strategic business model adjustments, despite a decline in revenue.
Worse than expected
Capital raise
OQX
Charlotte's Web Holdings, Inc. reported a significant reduction in net loss and improved gross profit for Q2 2025, driven by revenue growth and cost-cutting measures including the termination of its MLB partnership.
Better than expected
Capital raise
OQX
Charlotte's Web saw a marginal revenue increase in Q1 2025, driven by e-commerce growth and strategic retail partnerships, while also reducing operating expenses.
Better than expected
OQX
Charlotte's Web Holdings experienced a revenue decrease in Q3 2024 compared to the previous year, but implemented cost-cutting measures and saw some growth in its gummy product line.
Worse than expected
Capital raise
OQX
Charlotte's Web experienced a significant revenue decrease in the second quarter of 2024, alongside strategic changes including price reductions and brand consolidation.
Worse than expected
Capital raise

Annual Reports (10-K)

OQX
Charlotte's Web Holdings reports mixed 2025 results, showing slight revenue growth and reduced operating losses, driven by product diversification and cost-cutting, while facing significant regulatory uncertainty and a substantial capital raise from BAT.
Worse than expected
Capital raise
OQX
Charlotte's Web Holdings details its FY24 performance, highlighting revenue decline and strategic shifts amid a complex regulatory landscape.
Worse than expected
OQX
Charlotte's Web Holdings provides a detailed overview of its capital stock, regulatory environment, and business operations in its latest 10-K filing.
Worse than expected

Insider Trading (Form 4)

OQX
William J. Morachnick, CEO of Charlotte's Web Holdings, Inc., reported transactions involving the acquisition of common shares and the vesting of restricted stock units.
OQX
Matthew McCarthy, a Director at Charlotte's Web Holdings, Inc., reported the acquisition of 75,000 restricted stock units on July 1, 2026.
OQX
Director Angela May McElwee acquired 85,000 restricted stock units of Charlotte's Web Holdings, Inc. on July 1, 2026.
OQX
Maureen K. Usifer, a Director at Charlotte's Web Holdings, Inc., acquired 75,000 common shares through the vesting of restricted stock units.
OQX
Charlotte's Web Holdings, Inc. CEO William J. Morachnick reported transactions involving common shares and restricted stock units.
OQX
Charlotte's Web Holdings, Inc. Director Angela May McElwee was granted 85,000 restricted stock units on June 1, 2026, vesting on June 1, 2027.

Proxy Statements (Def-14A)

OQX
Charlotte's Web Holdings, Inc. will hold its 2026 Annual Meeting on May 28, 2026, to vote on director elections, auditor appointment, and a major debt-to-equity transaction with British American Tobacco.
Capital raise
OQX
Charlotte's Web Holdings, Inc. files a proxy statement with the Securities and Exchange Commission.
OQX
Charlotte's Web Holdings will hold its annual general meeting virtually on June 12, 2025, to vote on director elections, auditor appointments, and other business matters.
OQX
Charlotte's Web will host its virtual Annual General & Special Meeting on June 13, 2024, proposing changes to its Board of Directors.
OQX
Charlottes Web Holdings, Inc. has filed a definitive proxy statement with the SEC.
OQX
Charlotte's Web Holdings will hold its annual general and special meeting of shareholders virtually on June 13, 2024, to vote on key proposals including the election of directors and appointment of auditors.

Schedule 13D - Activist Investments

OQX
British American Tobacco has completed a strategic investment, increasing its ownership in Charlotte's Web Holdings to 40.6% through a private placement and debt conversion.
Capital raise
OQX
BT DE Investments, a British American Tobacco subsidiary, significantly increases its stake in Charlotte's Web Holdings to 40.8% through a private placement and debenture conversion, gaining enhanced governance rights.
Capital raise
Worse than expected