Charlotte's Web Holdings, Inc.

TSX:CWEB Stock Report

Market Cap: CA$22.1m

Charlotte's Web Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

TSX:CWEB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Sep 24BuyCA$27,485Raymond KunkelIndividual135,746CA$0.20
28 Aug 24BuyCA$2,301Raymond KunkelIndividual12,000CA$0.19
02 Jul 24SellCA$108,506Alicia MorgaIndividual510,134CA$0.21

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CWEB?
Owner TypeNumber of SharesOwnership Percentage
Institutions3,146,6471.99%
Individual Insiders21,242,79313.5%
General Public133,372,78984.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.

Top Shareholders

Top 18 shareholders own 15.46% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.93%
Jared Stanley
10,935,949CA$1.5m0%no data
2.65%
Joel Stanley
4,187,831CA$586.3k0%no data
1.28%
AdvisorShares Investments, LLC
2,012,115CA$281.7k-4.73%0.03%
0.99%
Lynn Kehler
1,554,144CA$217.6k0%no data
0.88%
William Morachnick
1,381,644CA$193.4k24%no data
0.68%
Penserra Capital Management LLC
1,068,907CA$149.6k0%no data
0.56%
Jacques Tortoroli
887,607CA$124.3k0%no data
0.47%
John Held
749,274CA$104.9k0%no data
0.41%
Susan L. Vogt
644,061CA$90.2k0%no data
0.35%
Thomas Lardieri
553,127CA$77.4k0%no data
0.15%
Raymond Kunkel
239,845CA$33.6k160%no data
0.059%
Stephen Rogers
92,536CA$13.0k0%no data
0.032%
1st Capital Management Group GmbH
50,000CA$7.0k0%0.61%
0.0095%
HANSAINVEST Hanseatische Investment-GmbH
15,000CA$2.1k0%no data
0.0058%
Sarah Cambridge
9,114CA$1.3k0%no data
0.0049%
Erika Lind
7,661CA$1.1k0%no data
0.00036%
AlphaMark Advisors, LLC
575CA$79.50%no data
0.00003%
Tucker Asset Management LLC
50CA$6.60%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 18:44
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Charlotte's Web Holdings, Inc. is covered by 8 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke HannanCanaccord Genuity
Pablo ZuanicCantor Fitzgerald & Co.
Kyle McPheeCormark Securities Inc.