Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trulieve Cannabis Corp.TRUL · Entity 4418 | Director | March 13, 2026 | March 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Trulieve Cannabis Corp.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 2,487,043 |
Reported balance
After 2026-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 23,438 · Balance 2,487,043 F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2032. F2: The reporting person also holds the following securities of the issuer: 15,000 Multiple Voting Shares held directly. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 1,500,000 Subordinate Voting Shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2032.
F2: The reporting person also holds the following securities of the issuer: 15,000 Multiple Voting Shares held directly. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 1,500,000 Subordinate Voting Shares).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 20:32 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 23,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001835221-26-000002 · primary_doc.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,487,043 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2032. F2 · balance_after: The reporting person also holds the following securities of the issuer: 15,000 Multiple Voting Shares held directly. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 1,500,000 Subordinate Voting Shares). Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 20:48 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 18,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001835207-25-000027 · primary_doc.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,463,605 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. ("Trulieve") subordinate voting share. The RSUs will vest on the earliest of (i) the end of the reporting person's service on the board of directors of Trulieve, (ii) a change of control of Trulieve, or (iii) December 1, 2031. F2 · balance_after: The reporting person also holds the following securities of the issuer: 15,000 Multiple Voting Shares held directly. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 1,500,000 Subordinate Voting Shares). Read SEC document |
| March 25, 2025 Filed Mar 28, 2025 21:17 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 32,430 | $0.00 Strike: $4.03 | $0.00 |
DisclosureSEC source: 0001835207-25-000003 · primary_doc.xml · derivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,430 Underlying: Subordinate Voting Shares · 32,430 shares Expires 2032-03-25 F1 · derivative.exercise_date: The options are fully vested. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:21 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | PurchaseSubordinate Voting Shares | 7,500 | $6.65 | $49,875.00 |
DisclosureSEC source: 0001790300-24-000012 · primary_doc.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,444,995 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | ConversionMultiple Voting Shares · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · derivative · entry 6 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Subordinate Voting Shares · 3,000,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: These shares were originally reported on 02/04/2021 as Super Voting Shares. All Super Voting Shares converted on a one for one basis into Multiple Voting Shares on March 21, 2021. F6 · derivative.exercise_date: Super Voting Shares are convertible into Multiple Voting Shares on a one-for-one basis and Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis. Multiple Voting Shares are convertible at any time and have no expiration date. F6 · derivative.expiration_date: Super Voting Shares are convertible into Multiple Voting Shares on a one-for-one basis and Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis. Multiple Voting Shares are convertible at any time and have no expiration date. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GiftSubordinate Voting Shares | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · nonDerivative · entry 4 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 3,000,000 F3 · ownership.nature: Shares are held by the HWB 2023 Trust, for the benefit of Thad Beshears. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GiftSubordinate Voting Shares | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · nonDerivative · entry 3 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,437,495 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | ConversionSubordinate Voting Shares | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · nonDerivative · entry 2 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,437,495 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 11, 2024 Filed Nov 13, 2024 23:44 UTC Amendment | Trulieve Cannabis Corp. TRUL · Entity 4418 | GiftSubordinate Voting Shares | 3,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001790300-24-000006 · primary_doc.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,437,495 F1 · balance_after: The original Form 4 filed on March 12, 2024, is amended by this Form 4/A to correct the improper reporting of the indirect beneficial ownership of 3,000,000 Subordinate Voting Shares that were gifted to The HWB 2023 Trust dated 12/12/2023. The reporting person does not have or share investment control over the shares held by the trust, the reporting person is not the trustee of the trust (nor is any member of the reporting person's immediate family) and the reporting person does not have or share the power to revoke the trust. As such, the reporting person does not have beneficial ownership over the shares that have been transferred to the trust. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 13,580 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · derivative · entry 5 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,580 Underlying: Subordinate Voting Shares · 13,580 shares Expires 2031-03-08 F4 · derivative.exercise_date: The options are fully vested. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030467 · ownership.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,437,495 F1 · shares: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. subordinate voting share. The RSUs will vest on April 7, 2024. F2 · balance_after: The number of shares beneficially owned is being corrected because of an inadvertent clerical error to include the 02/24/2022 restricted stock grant of 3,492 subordinate voting shares. Read SEC document |
| July 25, 2023 Filed Jul 28, 2023 01:42 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 25,597 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001209191-23-043598 · doc4.xml · derivative · entry 3 Beshears Thad · CIK 0001835221 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,597 Underlying: Subordinate Voting Shares · 25,597 shares Expires 2030-07-24 F2 · derivative.exercise_date: All of the options became exercisable upon grant on July 25, 2023. Read SEC document |
| July 25, 2023 Filed Jul 28, 2023 01:42 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 11,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043598 · doc4.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,429,995 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. subordinate voting share. All of the RSUs will vest on August 24, 2023. Read SEC document |
| July 25, 2023 Filed Jan 16, 2024 23:57 UTC Amendment | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 25,597 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001209191-24-001662 · doc4a.xml · derivative · entry 1 Beshears Thad · CIK 0001835221 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,597 Underlying: Subordinate Voting Shares · 25,597 shares Expires 2030-07-24 F1 · derivative.exercise_price: The original Form 4 filed on July 27, 2023, is amended by this Form 4 amendment to correct column 2 (Conversion or Exercise Price of Derivative Security), which was incorrectly reported in the original filing due to a clerical error. F2 · derivative.exercise_date: All of the options became exercisable upon grant on July 25, 2023. Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 10,386 | $0.00 Strike: $21.48 | $0.00 |
DisclosureSEC source: 0001209191-22-013798 · doc4.xml · derivative · entry 2 Beshears Thad · CIK 0001835221 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,386 Underlying: Subordinate Voting Shares · 10,386 shares Expires 2029-02-24 F2 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2022, one-third vesting on December 1, 2023, and one-third vesting on December 1, 2024. Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 01:52 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 3,492 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013798 · doc4.xml · nonDerivative · entry 1 Beshears Thad · CIK 0001835221 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,492 F1 · kind: Represents a grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one Trulieve Cannabis Corp. subordinate voting share. 50% of the RSUs will vest on December 1, 2023, and the remaining 50% of the RSUs will vest on December 1, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.