Source-grounded facts extracted from Charlotte's Web Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Jared Stanley resigned as Member of the Board of Directors at Charlotte's Web Holdings, Inc..
“On June 3, 2026, Mr. Jared Stanley notified Charlotte’s Web Holdings, Inc. (the “Company”) of his intention to resign from his position as a member of the Board of Directors of the Company (and any committees upon which he sits) effective as of June 3, 2026.”
Charlotte's Web Holdings, Inc. issued convertible note to BT DE Investments Inc. (BAT).
“the Initial Conversion Price of the Convertible Debenture was reduced from C$2.00 to C$0.94 per share; (ii) the Interest Conversion Price of the Convertible Debenture was amended to C$0.94 per share; and (iii) the applicable threshold for purposes of the Conversion Cap was increased from 19.9% to 40.8%”
Charlotte's Web Holdings, Inc. issued 95,281,277 Common Shares of common stock to BT DE Investments Inc. (BAT) for conversion of principal and accrued interest at C$0.94 per share.
“on May 28, 2026, the Company issued 95,281,277 Common Shares in conversion of the principal amount of, and all accrued but unpaid interest on, the Convertible Debenture at C$0.94 per share.”
Charlotte's Web Holdings, Inc. issued 14,662,765 Common Shares of common stock to BT DE Investments Inc. (BAT) for C$0.94 per Purchased Share, aggregate US$10,000,000.
“on May 28, 2026, the Company issued the Purchased Shares to BAT at C$0.94 per share for an aggregate of US$10,000,000, or C$13,873,000.”
Charlotte's Web Holdings, Inc. amended "Amended & Restated IRA" with BT DE Investments Inc. ("BAT") (effective 2026-05-28).
“on May 28, 2026, the Company and BAT amended and restated the Restated Investor Rights Agreement (as amended and restated, the “Amended & Restated IRA”)”
Charlotte's Web Holdings, Inc. amended "Amendment and Conversion Notice" with BT DE Investments Inc. ("BAT") (effective 2026-05-28).
“on May 28, 2026, the Company and BAT entered into an amendment and conversion notice (the “Amendment and Conversion Notice”) for the Convertible Debenture”
Charlotte's Web Holdings, Inc. shareholders approved Approval of amendment of convertible debenture held by BT DE Investments Inc. and issuance of common shares in connection with conversion and equity investment at the 2026-05-28 meeting.
“Votes For Votes Against Abstain Broker Non-Votes 48,498,268 3,048,280 0 44,966,964”
Charlotte's Web Holdings, Inc. shareholders approved Appointment of PKF O'Connor Davies LLP as auditors for the ensuing fiscal year ending December 31, 2026 and authorization of the board to fix remuneration at the 2026-05-28 meeting.
“Proposal No. 3: To appoint PKF O'Connor Davies LLP as auditors for the ensuing fiscal year ending December 31, 2026 and the authorization of the board of directors to fix the remuneration to be paid to the auditors. The shareholders ratified the appointment of PKF O'Connor Davies LLP as the Company's auditors for the ensuing fiscal year ending December 31, 2026 and the authorization of the board of directors to fix the remuneration of the auditors. Votes For Votes Against Abstain 90,245,431 0 6,268,081”
Charlotte's Web Holdings, Inc. shareholders approved Election of directors for the forthcoming year at the 2026-05-28 meeting.
“Proposal No. 2: To elect directors for the forthcoming year. The shareholders voted to elect the following individuals as directors of the Company until the next annual meeting of shareholders at which election of directors is considered, or until his or her successor is duly elected or appointed: Name of Director Nominee Votes For Votes Withheld Abstain Broker Non-Votes Matthew McCarthy 49,512,385 0 2,034,163 44,966,964 Angela McElwee 37,597,387 0 13,949,161 44,966,964 William Morachnick 47,775,558 0 3,770,990 44,966,964 Jared Stanley 46,776,458 0 4,770,090 44,966,964 Maureen Usifer 49,462,870 0 2,083,678 44,966,964 M. Borgia Walker 47,934,484 0 3,612,064 44,966,964”
Charlotte's Web Holdings, Inc. shareholders approved To set the number of directors of the Company at six at the 2026-05-28 meeting.
“Proposal No. 1: To set the number of directors of the Company at six. The shareholders ratified the setting of the number of directors of the Company at six (6) directors. Votes For Votes Against Abstain 95,340,748 1,172,764 0”
James Jeffery Raborn was appointed as Director at Charlotte's Web Holdings, Inc..
“Effective May 28, 2026 (the “Effective Date”), the board of directors of Charlotte’s Web Holdings, Inc. (the “Company”), appoint James Jeffery Raborn to the Company’s board of directors”
Charlotte's Web Holdings, Inc. reported financial results for the quarter ended March 31, 2026.
“On May 13, 2026, Charlotte’s Web Holdings, Inc. (the “Company”) issued an earnings release announcing its financial results for the three months ended March 31, 2026.”
Charlotte's Web Holdings, Inc. amended Convertible Debenture with BT DE Investments Inc. (BAT) (effective 2026-03-30).
“In connection with and concurrently with the Closing, the Company and BAT will enter into an amendment and conversion notice (the “Amendment and Conversion Notice”) to amend the terms of the Convertible Debenture”
Erika Lind was appointed as Principal Accounting Officer at Charlotte's Web Holdings, Inc..
“Ms. Erika Lind, the Company’s Chief Financial Officer, will assume the role of Principal Accounting Officer effective immediately.”
Sarah Cambridge resigned as Principal Accounting Officer at Charlotte's Web Holdings, Inc..
“On January 15, 2025, Sarah Cambridge submitted her resignation as Principal Accounting Officer of the Company, effective January 31, 2025.”
Jessica Saxton resigned as Chief Financial Officer at Charlotte's Web Holdings, Inc..
“Jessica Saxton, who provided notice to the Company on June 17, 2024, that she will depart the Company effective June 28, 2024.”
Erika Lind was appointed as Chief Financial Officer at Charlotte's Web Holdings, Inc..
“On June 18, 2024, Charlotte’s Web Holdings, Inc. (the “Company”) announced the appointment of Erika Lind, age 52, as the Company’s Chief Financial Officer effective June 29, 2024.”
Jared Stanley resigned as Chief Commercial Officer at Charlotte's Web Holdings, Inc..
“On June 14, 2024, Charlotte’s Web Holdings, Inc. (the “Company”) announced that Jared Stanley, its Chief Commercial Officer, will leave the employment of the Company effective June 13, 2024.”
Charlotte's Web Holdings, Inc. reported first quarter ended March 31, 2024 results: revenue $12.1, net income $(9.7), EPS $(0.06).
“The following table sets forth selected financial information for the periods indicated. Three Months Ended, March 31, U.S. $ millions, except per share data 2024 2023 Revenue $12.1 $17.0 Cost of goods sold 5.2 7.1 Gross profit 6.9 9.9 Selling, general and administrative expenses 15.3 17.5 Operating loss (8.4) (7.6) Other income (expense), net 0.6 (0.7)”
Alicia Morga departed as Director at Charlotte's Web Holdings, Inc..
“three current members of the Company’s Board of Directors, John Held, Thomas Lardieri, and Alicia Morga, will not stand for re-election at the Company’s Annual General and Special Meeting scheduled for June 13, 2024.”
Thomas Lardieri departed as Director at Charlotte's Web Holdings, Inc..
“three current members of the Company’s Board of Directors, John Held, Thomas Lardieri, and Alicia Morga, will not stand for re-election at the Company’s Annual General and Special Meeting scheduled for June 13, 2024.”
John Held departed as Director at Charlotte's Web Holdings, Inc..
“three current members of the Company’s Board of Directors, John Held, Thomas Lardieri, and Alicia Morga, will not stand for re-election at the Company’s Annual General and Special Meeting scheduled for June 13, 2024.”
Charlotte's Web Holdings, Inc. reported financial results for year-ended December 31, 2023.
“Charlotte’s Web Holdings, Inc. (“Charlotte’s Web” or the “Company”), the market leader in full spectrum hemp extract wellness products, today reported financial results for fourth quarter and year-ended December 31, 2023.”
Charlotte's Web Holdings, Inc. reported financial results for fourth quarter ended December 31, 2023.
“Charlotte’s Web Holdings, Inc. (“Charlotte’s Web” or the “Company”), the market leader in full spectrum hemp extract wellness products, today reported financial results for fourth quarter and year-ended December 31, 2023.”
Charlotte's Web Holdings, Inc. amended Amendment with MLB valued at $23 million (effective 2024-02-05).
“On February 5, 2024, the Company and MLB entered into an amendment to the MLB Promotional Rights Agreement (the “Amendment”), whereby the term of the MLB Promotional Rights Agreement was extended through December 31, 2027, with an aggregate rights fee of $23 million for the remainder of the term.”
Matthew McCarthy was appointed as Director at Charlotte's Web Holdings, Inc..
“Effective February 6, 2024 (the “Effective Date”), the Board of Directors of the Company, appointed Matthew McCarthy to the Company’s Board of Directors”
Susan Vogt retired as Director at Charlotte's Web Holdings, Inc..
“who notified the Company and the board of directors of her immediate retirement from the board of directors”
Charlotte's Web Holdings, Inc. reported financial results for the three months and nine months ended September 30, 2023.
“On November 9, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) issued an earnings release announcing its financial results for the three months and nine months ended September 30, 2023.”
Angela McElwee was appointed as Director at Charlotte's Web Holdings, Inc..
“Effective October 11, 2023 (the “Effective Date”), the Board of Directors of Charlotte’s Web Holdings, Inc. (the “Company”), appointed Angela McElwee to the Company’s Board of Directors, until her successor shall have been duly elected and qualified or until her earlier resignation or removal.”
Jacques Tortoroli departed as Chief Executive Officer at Charlotte's Web Holdings, Inc..
“Mr. Morachnick will replace the Company’s Chief Executive Officer, Jacques Tortoroli, who will depart the Company effective September 13, 2023.”
William Morachnick was appointed as Non-independent Director at Charlotte's Web Holdings, Inc..
“Along with assuming the role of Chief Executive Officer, Mr. Morachnick will be appointed as a non-independent director for the Board of Directors of the Company.”
William Morachnick was appointed as Chief Executive Officer at Charlotte's Web Holdings, Inc..
“On September 13, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) announced the appointment of William Morachnick, age 59, as the Company’s Chief Executive Officer effective immediately.”
Sarah Cambridge was appointed as Chief Accounting Officer at Charlotte's Web Holdings, Inc..
“Effective August 28, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) appointed Sarah Cambridge as Chief Accounting Officer of the Company.”
Charlotte's Web Holdings, Inc. reported financial results for second quarter ended June 30, 2023.
“On August 10, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) issued an earnings release announcing its financial results for the three months and six months ended June 30, 2023.”
Charlotte's Web Holdings, Inc. shareholders approved Proposal No. 3: To appoint Ernst & Young LLP as auditors for the ensuing fiscal year ending December 31, 2023 and the authorization of the board of directors to fix the remuneration to be paid to the auditors. at the 2023-06-15 meeting.
“Proposal No. 3: To appoint Ernst & Young LLP as auditors for the ensuing fiscal year ending December 31, 2023 and the authorization of the board of directors to fix the remuneration to be paid to the auditors. The shareholders ratified the appointment of Ernst & Young LLP as the Company's auditors for the ensuing fiscal year ending December 31, 2023 and the authorization of the board of directors to fix the remuneration of the auditors. Votes For Votes Withheld Broker Non-Votes 87,828,047 2,495,151 0”
Charlotte's Web Holdings, Inc. shareholders approved Proposal No. 2: To elect directors for the forthcoming year. at the 2023-06-15 meeting.
“Proposal No. 2: To elect directors for the forthcoming year. The shareholders voted to elect the following individuals as directors of the Company until the next annual meeting of shareholders at which election of directors is considered, or until his or her successor is duly elected or appointed: Name of Director Nominee Votes For Votes Withheld Broker Non-Votes Jonathan Atwood 59,504,185 1,380,788 29,438,225 John Held 20,028,855 40,856,118 29,438,225 Thomas Lardieri 20,037,933 40,847,040 29,438,225 Alicia Morga 20,075,843 40,809,130 29,438,225 Susan Vogt 59,433,399 1,451,574 29,438,225 Jacques Tortoroli 20,216,364 40,668,609 29,438,225”
Charlotte's Web Holdings, Inc. shareholders approved Proposal No. 1: To set the number of directors of the Company at six. at the 2023-06-15 meeting.
“Proposal No. 1: To set the number of directors of the Company at six. The shareholders ratified the setting of the number of directors of the Company at six (6) directors. Votes For Votes Against Broker Non-Votes 59,426,198 1,458,775 29,438,225”
Charlotte's Web Holdings, Inc. reported the first quarter ended March 31, 2023 results: revenue $17.0 million, net income Net loss $ (2.9 ), EPS $(0.02) per share.
“5.4 0.1 Net loss $ (2.9 ) $ (8.6 ) Net loss per common share, basic and diluted $ (0.02 ) $ (0.06 ) Consolidated net revenue for the first quarter ended March 31, 2023, was $17.0 million, a decrease of 12.1% from $19.4 million in the first quarter of 2022. The decrease was primarily due to lower oil tincture sales volume and related product mix for the periods.”
Charlotte's Web Holdings, Inc. reported financial results for the year ended December 31, 2022.
“On March 23, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) issued an earnings release announcing its financial results for the quarter and year ended December 31, 2022.”
Charlotte's Web Holdings, Inc. reported the fourth quarter ended December 31, 2022 results: revenue $18.9 million, net income $(35.2) million, EPS $(0.23) per diluted share.
“of revenue, an improvement from Q4 2021 Adjusted Gross Profit, which was $13.8 million, or 55.4%. Consolidated net revenue for the fourth quarter ended December 31, 2022, was $18.9 million, a decrease of 23.8% year-over-year from $24.8 million in the fourth quarter of 2021, primarily due to lower retail and online sales through the Company’s webstore. On a”
Jonathan Atwood was appointed as Director at Charlotte's Web Holdings, Inc..
“Effective March 14, 2023 (the “Effective Date”), the board of directors of Charlotte’s Web Holdings, Inc. (the “Company”), appointed Jonathan Atwood to the Company’s board of directors, until his successor shall have been duly elected and qualified or until his earlier resignation or removal.”
Charlotte's Web Holdings, Inc. amended Extension and Fifth Amending Agreement to Name and Likeness and License Agreement with Leeland & Sig LLC d/b/a Stanley Brothers Brand Company valued at Extension of term to June 30, 2023 (effective 2023-02-17).
“Effective as of February 17, 2023, Charlotte’s Web Holdings, Inc. (the “Company”) and its subsidiary, Charlotte's Web, Inc., a Delaware corporation (“CWB”), entered into an Extension and Fifth Amending Agreement to Name and Likeness and License Agreement (the “Extension Agreement”) with Leeland & Sig LLC d/b/a Stanley Brothers Brand Company, a Colorado limited liability company (“Licensor”).”
Greg Gould departed as Executive Vice President - Chief Financial Officer, Chief Administration Officer, and principal accounting officer at Charlotte's Web Holdings, Inc..
“Greg Gould, who will depart the Company effective December 31, 2022.”
Jessica Saxton was appointed as Chief Financial Officer and principal accounting officer at Charlotte's Web Holdings, Inc..
“On December 19, 2022, Charlotte’s Web Holdings, Inc. (the “Company”) announced the appointment of Jessica Saxton, age 35, as the Company’s Chief Financial Officer and principal accounting officer effective January 1, 2023.”
Jean Birch retired as Director at Charlotte's Web Holdings, Inc..
“who notified the Company and the board of directors of her immediate retirement from the board of directors”
Alicia Morga was appointed as Director at Charlotte's Web Holdings, Inc..
“appointed Alicia Morga to the Company’s board of directors”
Charlotte's Web Holdings, Inc. entered into Investor Rights Agreement with BT DE Investments, Inc. (effective 2022-11-14).
“greement”) with BT DE Investments, Inc. a wholly-owned subsidiary of BAT Group (LSE: BATS and NYSE: BTI), providing for the issuance”
Charlotte's Web Holdings, Inc. entered into Subscription Agreement with BT DE Investments, Inc. valued at approximately US$56.8 million (C$75.3 million) (effective 2022-11-14).
“Effective as of November 14, 2022, Charlotte’s Web Holdings, Inc. (the “Company”) entered into a subscription agreement (the “Subscription Agreement”) with BT DE Investments, Inc. a wholly-owned subsidiary of BAT Group (LSE: BATS and NYSE: BTI), providing for the issuance of an approximately US$56.8 million (C$75.3 million) convertible debenture (the “Debenture”) that is convertible into 19.9% ownership of Charlotte’s Web common shares at a conversion price of C$2.00 per common share of the Company on the Toronto Stock Exchange (TSX).”
Charlotte's Web Holdings, Inc. reported third quarter ended September 30, 2022 results: revenue $17.0 million, net income $7.6 million, EPS ($0.05) per share.
“Q3-2022 Financial Review For the three-month period ended September 30, 2022, net revenue was $17.0 million, a decrease of 28.1% versus $23.7 million in Q3-2021.”
Charlotte's Web Holdings, Inc. entered into Manufacturing and Sales License Agreement with Aphria, Inc., an Ontario corporation, an affiliate of Tilray Brands, Inc. valued at $250,000 (Canadian dollars) (effective 2022-11-01).
“Effective as of November 1, 2022, Charlotte’s Web Holdings, Inc. (the “Company”) entered into a Manufacturing and Sales License Agreement (the “Agreement”) with Aphria, Inc., an Ontario corporation, an affiliate of Tilray Brands, Inc. (“Tilray”), pursuant to which the parties entered into a strategic alliance by which Tilray will have the rights to licensing, manufacturing, quality, marketing and distribution of Charlotte’s Web TM CBD hemp extract products in Canada.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.