Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HARVEST HEALTH & RECREATION INC.HRVSF · Entity 134929 | Director · Principal Financial Officer | October 01, 2021 | October 05, 2021 |
| Trulieve Cannabis Corp.TRUL · Entity 4418 | Chief Legal Officer | 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.
HARVEST HEALTH & RECREATION INC.
Report date October 01, 2021 · Filed October 05, 2021
This filing explicitly reported no securities owned.
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 | 245,311 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 58,594 · Balance 245,311 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. 50% of the RSUs will vest on December 1, 2027, and the remaining 50% of the RSUs will vest on December 1, 2028. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.40 · Expires 2033-03-13 | Direct | 41,668 |
Reported balance
After 2026-03-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-13 · Grant · Acquired 41,668 · Balance 41,668 F2: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2026, one-third vesting on December 1, 2027, and one-third vesting on December 1, 2028. |
| Subordinate Voting SharesSEC Table I · non-derivative | IndirectBy Spouse | 1,000 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 |
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. 50% of the RSUs will vest on December 1, 2027, and the remaining 50% of the RSUs will vest on December 1, 2028.
F2: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2026, one-third vesting on December 1, 2027, and one-third vesting on December 1, 2028.
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 21:15 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 41,668 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001835207-26-000002 · primary_doc.xml · derivative · entry 3 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,668 Underlying: Subordinate Voting Shares · 41,668 shares Expires 2033-03-13 F2 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2026, one-third vesting on December 1, 2027, and one-third vesting on December 1, 2028. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:15 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 58,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001835207-26-000002 · primary_doc.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,311 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. 50% of the RSUs will vest on December 1, 2027, and the remaining 50% of the RSUs will vest on December 1, 2028. Read SEC document |
| December 01, 2025 Filed Dec 8, 2025 21:59 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 18,206 | $5.39 | $98,130.34 |
DisclosureSEC source: 0001835207-25-000039 · primary_doc.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,717 F1 · shares: Represents shares withheld for payment of tax liability in connection with vesting of restricted stock units ("RSUs") on December 1, 2025, the grant of which RSUs to the reporting person were previously reported on Form 4. Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 20:31 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 93,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001835207-25-000024 · primary_doc.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,923 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. 50% of the RSUs will vest on December 1, 2026, and the remaining 50% of the RSUs will vest on December 1, 2027. Read SEC document |
| March 25, 2025 Filed Mar 28, 2025 21:48 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 155,013 | $0.00 Strike: $4.03 | $0.00 |
DisclosureSEC source: 0001835207-25-000010 · primary_doc.xml · derivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,013 Underlying: Subordinate Voting Shares · 155,013 shares Expires 2032-03-25 F1 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2025, one-third vesting on December 1, 2026, and one-third vesting on December 1, 2027. Read SEC document |
| December 29, 2024 Filed Dec 31, 2024 21:43 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 2,126 | $4.78 | $10,162.28 |
DisclosureSEC source: 0001790300-24-000031 · primary_doc.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,871 F1 · shares: Represents shares withheld for payment of tax liability in connection with vesting of restricted stock units ("RSUs") on December 29, 2024, the grant of which RSUs to the reporting person were previously reported on Form 4. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 23:35 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 7,003 | $6.03 | $42,228.09 |
DisclosureSEC source: 0001790300-24-000023 · primary_doc.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,997 F1 · shares: Represents shares withheld for payment of tax liability in connection with vesting of restricted stock units ("RSUs") on December 1, 2024, the grant of which RSUs to the reporting person were previously reported on Form 4. Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 23:13 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | PurchaseSubordinate Voting Shares | 1,000 | $6.10 | $6,100.00 |
DisclosureSEC source: 0001790300-24-000010 · primary_doc.xml · nonDerivative · entry 2 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,000 Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 00:35 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 65,005 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030349 · ownership.xml · derivative · entry 2 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,005 Underlying: Subordinate Voting Shares · 65,005 shares Expires 2031-03-08 F2 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2024, one-third vesting on December 1, 2025, and one-third vesting on December 1, 2026. Read SEC document |
| March 08, 2024 Filed Mar 13, 2024 00:35 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 35,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030349 · ownership.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,000 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. 50% of the RSUs will vest on December 1, 2025, and the remaining 50% of the RSUs will vest on December 1, 2026. Read SEC document |
| December 29, 2023 Filed Jan 17, 2024 01:51 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 3,825 | $5.24 | $20,043.00 |
DisclosureSEC source: 0001209191-24-001691 · doc4.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,100 F1 · shares: Represents shares withheld for payment of tax liability in connection with vesting of 50% of restricted stock units ("RSUs") on December 29, 2023, the grant of which RSUs to the reporting person were previously reported on Form 4. Read SEC document |
| July 25, 2023 Filed Jul 28, 2023 01:59 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 127,986 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001209191-23-043606 · doc4.xml · derivative · entry 2 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,986 Underlying: Subordinate Voting Shares · 127,986 shares Expires 2030-07-24 F2 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2023, one-third vesting on December 1, 2024, and one-third vesting on December 1, 2025. Read SEC document |
| July 25, 2023 Filed Jul 28, 2023 01:59 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 57,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043606 · doc4.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,925 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, 2024, and the remaining 50% of the RSUs will vest on December 1, 2025. Read SEC document |
| July 25, 2023 Filed Jan 16, 2024 23:59 UTC Amendment | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 127,986 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001209191-24-001663 · doc4a.xml · derivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,986 Underlying: Subordinate Voting Shares · 127,986 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: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2023, one-third vesting on December 1, 2024, and one-third vesting on December 1, 2025 Read SEC document |
| December 29, 2022 Filed Jan 3, 2023 22:32 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 1,699 | $7.74 | $13,150.26 |
DisclosureSEC source: 0001209191-23-000342 · doc4.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,410 F1 · shares: Represents shares withheld for payment of tax liability in connection with vesting of 50% of restricted stock units ("RSUs") granted to the reporting person on September 29, 2021 and previously reported on Form 4. Read SEC document |
| May 24, 2022 Filed May 25, 2022 20:55 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | PurchaseSubordinate Voting Shares | 1,700 | $14.27 | $24,259.00 |
DisclosureSEC source: 0001209191-22-031913 · doc4.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,109 Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 01:57 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Options (Right to Buy) · Derivative | 49,719 | $0.00 Strike: $21.48 | $0.00 |
DisclosureSEC source: 0001209191-22-013806 · doc4.xml · derivative · entry 2 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,719 Underlying: Subordinate Voting Shares · 49,719 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 01:57 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 17,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013806 · doc4.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,458 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 |
| September 29, 2021 Filed Sep 30, 2021 20:34 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 46,329 | $0.00 Strike: $26.88 | $0.00 |
DisclosureSEC source: 0001754195-21-000053 · edgar.xml · derivative · entry 2 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,329 Underlying: Subordinate Voting Shares · 46,329 shares Expires 2031-09-29 F2 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2021, one-third vesting on December 1, 2022 and one-third vesting on December 1, 2023. Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 20:34 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 13,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001754195-21-000053 · edgar.xml · nonDerivative · entry 1 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,951 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, 2022 and the remaining 50% of the RSUs will vest on December 1, 2023. Read SEC document |
| September 29, 2021 Filed Oct 29, 2021 00:33 UTC Amendment | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 46,329 | $0.00 Strike: $26.88 | $0.00 |
DisclosureSEC source: 0001754195-21-000077 · edgar.xml · derivative · entry 1 Powers Eric · CIK 0001835207 · GC and Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,329 Underlying: Subordinate Voting Shares · 46,329 shares Expires 2028-09-29 F1 · derivative.exercise_date: The option becomes exercisable in three annual installments, with one-third vesting on December 1, 2021, one-third vesting on December 1, 2022 and one-third vesting on December 1, 2023. F2 · derivative.expiration_date: The original Form 4 filed on September 30, 2021 is amended by this Form 4 amendment to correct the expiration date, which was incorrectly reported in the original filing due to a clerical error. 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.