Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trulieve Cannabis Corp.TRUL · Entity 4418 | President | 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 | 581,795 |
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 58,594 · Balance 581,795 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 reporting person also holds the following securities of Trulieve: (i) 22,635 Multiple Voting Shares held by the JASON B PERNELL TR KFP IRREVOCABLE TRUST DTD 03/02/2020, over which the reporting person may be deemed to exercise voting and investment control, and (ii) 22,636 Multiple Voting Shares held by the KATHRYN FIELD PERNELL & TY ROOFNER TR JBP 2020 IRREVOCABLE TRUST DTD 01/06/2020, over which the reporting person may be deemed to exercise voting and investment control. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 4,527,100 Subordinate Voting Shares). |
| 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 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Grant · Acquired 41,668 · Balance 41,668 F3: 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. |
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 reporting person also holds the following securities of Trulieve: (i) 22,635 Multiple Voting Shares held by the JASON B PERNELL TR KFP IRREVOCABLE TRUST DTD 03/02/2020, over which the reporting person may be deemed to exercise voting and investment control, and (ii) 22,636 Multiple Voting Shares held by the KATHRYN FIELD PERNELL & TY ROOFNER TR JBP 2020 IRREVOCABLE TRUST DTD 01/06/2020, over which the reporting person may be deemed to exercise voting and investment control. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 4,527,100 Subordinate Voting Shares).
F3: 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 21:41 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 41,668 | $0.00 Strike: $6.40 | $0.00 |
DisclosureSEC source: 0001835197-26-000002 · primary_doc.xml · derivative · entry 2 Pernell Jason · CIK 0001835197 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,668 Underlying: Subordinate Voting Shares · 41,668 shares Expires 2033-03-13 F3 · 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 21:41 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 58,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001835197-26-000002 · primary_doc.xml · nonDerivative · entry 1 Pernell Jason · CIK 0001835197 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 581,795 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. F2 · balance_after: The reporting person also holds the following securities of Trulieve: (i) 22,635 Multiple Voting Shares held by the JASON B PERNELL TR KFP IRREVOCABLE TRUST DTD 03/02/2020, over which the reporting person may be deemed to exercise voting and investment control, and (ii) 22,636 Multiple Voting Shares held by the KATHRYN FIELD PERNELL & TY ROOFNER TR JBP 2020 IRREVOCABLE TRUST DTD 01/06/2020, over which the reporting person may be deemed to exercise voting and investment control. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 4,527,100 Subordinate Voting Shares). Read SEC document |
| December 01, 2025 Filed Dec 8, 2025 21:42 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 7,009 | $5.39 | $37,778.51 |
DisclosureSEC source: 0001835197-25-000005 · primary_doc.xml · nonDerivative · entry 1 Pernell Jason · CIK 0001835197 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,201 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. F2 · balance_after: The reporting person also holds the following securities of the issuer: (i) 22,635 Multiple Voting Shares held by the JASON B PERNELL TR KFP IRREVOCABLE TRUST DTD 03/02/2020, over which the reporting person may be deemed to exercise voting and investment control, and (ii) 22,636 Multiple Voting Shares held by the KATHRYN FIELD PERNELL & TY ROOFNER TR JBP 2020 IRREVOCABLE TRUST DTD 01/06/2020, over which the reporting person may be deemed to exercise voting and investment control. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 4,527,100 Subordinate Voting Shares). Read SEC document |
| August 12, 2025 Filed Aug 13, 2025 20:36 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 93,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001835207-25-000025 · primary_doc.xml · nonDerivative · entry 1 Pernell Jason · CIK 0001835197 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,210 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. F2 · balance_after: The reporting person also holds the following securities of the issuer: (i) 22,635 Multiple Voting Shares held by the JASON B PERNELL TR KFP IRREVOCABLE TRUST DTD 03/02/2020, over which the reporting person may be deemed to exercise voting and investment control, and (ii) 22,636 Multiple Voting Shares held by the KATHRYN FIELD PERNELL & TY ROOFNER TR JBP 2020 IRREVOCABLE TRUST DTD 01/06/2020, over which the reporting person may be deemed to exercise voting and investment control. Multiple Voting Shares are convertible into Subordinate Voting Shares on a one-for-100 basis (or into an aggregate of 4,527,100 Subordinate Voting Shares). Read SEC document |
| March 25, 2025 Filed Mar 28, 2025 21:57 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 155,013 | $0.00 Strike: $4.03 | $0.00 |
DisclosureSEC source: 0001835207-25-000013 · primary_doc.xml · derivative · entry 1 Pernell Jason · CIK 0001835197 · President 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.