Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trulieve Cannabis Corp.TRUL · Entity 4418 | Chief Accounting Officer | December 01, 2025 | December 08, 2025 |
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 December 01, 2025 · Filed December 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 74,289 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Tax withholding · Disposed 7,850 · Balance 74,289 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 8, 2025 21:47 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 7,850 | $5.39 | $42,311.50 |
DisclosureSEC source: 0001971105-25-000003 · primary_doc.xml · nonDerivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,289 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 20:27 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 43,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001835207-25-000022 · primary_doc.xml · nonDerivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,139 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 22:47 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 72,340 | $0.00 Strike: $4.03 | $0.00 |
DisclosureSEC source: 0001835207-25-000017 · primary_doc.xml · derivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,340 Underlying: Subordinate Voting Shares · 72,340 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 01, 2024 Filed Dec 3, 2024 23:40 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | Tax withholdingSubordinate Voting Shares | 2,941 | $6.03 | $17,734.23 |
DisclosureSEC source: 0001790300-24-000024 · primary_doc.xml · nonDerivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,715 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 |
| March 08, 2024 Filed Mar 13, 2024 00:36 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 31,688 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030352 · ownership.xml · derivative · entry 2 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,688 Underlying: Subordinate Voting Shares · 31,688 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 00:36 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030352 · ownership.xml · nonDerivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,656 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 |
| July 25, 2023 Filed Jul 28, 2023 01:56 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 53,754 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001209191-23-043604 · doc4.xml · derivative · entry 2 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,754 Underlying: Subordinate Voting Shares · 53,754 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 01:56 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 24,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043604 · doc4.xml · nonDerivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,156 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 17, 2024 00:05 UTC Amendment | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 53,754 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001209191-24-001667 · doc4a.xml · derivative · entry 1 Malivuk Joy · CIK 0001971105 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,754 Underlying: Subordinate Voting Shares · 53,754 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.