Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Trulieve Cannabis Corp.TRUL · Entity 4418 | Chief Financial Officer | December 11, 2024 | December 13, 2024 |
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 11, 2024 · Filed December 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Subordinate Voting SharesSEC Table I · non-derivative | Direct | 47,000 |
Reported balance
After 2024-12-11 transaction · row 1
1 source rowRow 1 · 2024-12-11 · Purchase · Acquired 9,500 · Balance 47,000 |
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 11, 2024 Filed Dec 13, 2024 16:13 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | PurchaseSubordinate Voting Shares | 9,500 | $4.91 | $46,645.00 |
DisclosureSEC source: 0001790300-24-000028 · primary_doc.xml · nonDerivative · entry 1 Getman Wes · CIK 0002005898 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,000 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:51 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantStock Option (Right to Buy) · Derivative | 67,902 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030381 · ownership.xml · derivative · entry 2 Getman Wes · CIK 0002005898 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,902 Underlying: Subordinate Voting Shares · 67,902 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 12, 2024 20:51 UTC | Trulieve Cannabis Corp. TRUL · Entity 4418 | GrantSubordinate Voting Shares | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030381 · ownership.xml · nonDerivative · entry 1 Getman Wes · CIK 0002005898 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.