
Insider and congress filings
Tilray Brands, Inc. (TLRY)
NASDAQ · Healthcare · 336 insider transactions · 7 congress trades · last filed 2 months ago
About Tilray Brands, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Healthcare
- Industry
- Drug Manufacturers - Specialty & Generic
- Chief executive
- Irwin David Simon
- Employees
- 3,595
- Listed since
- Jul 19, 2018
- Market value
- $326.5M
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$1.23
- Dividend yield
- -
Earnings
6 reported quarters · next on Jan 11, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Oct 8, 2026 | -$0.32 | -$0.18 | $257.1M | $266.3M | EPS miss, GAAPRevenue miss |
| Q4 FY2026reported Jul 28, 2026 | -$0.43 | -$0.01 | $281.7M | $246.3M | EPS missRevenue beat |
| Q3 FY2026reported Apr 1, 2026 | -$0.24 | -$0.14 | $206.7M | $201.3M | EPS miss, GAAPRevenue beat |
| Q2 FY2026reported Jan 8, 2026 | -$0.41 | -$0.14 | $217.5M | $210.9M | EPS miss, GAAPRevenue beat |
| Q1 FY2026reported Oct 9, 2025 | $0.00 | n/a | $209.5M | $204.5M | EPS n/aRevenue beat |
| Q4 FY2025reported Jul 28, 2025 | $0.20 | -$0.24 | $224.5M | $232.2M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A figure or flag reads n/a when a number is missing, or when the figure failed our check against the company's other quarters, its own filings and its share splits, and was left out. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 28, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Irwin SimonPresident, Chief Executive Officer and Chairman of the Board | $2.1M | $18.8M | $1.3M | $22.2M |
| Denise FaltischekChief Strategy Officer and Head of M&A | $643K | $3.1M | $171K | $3.9M |
| Mitchell GendelGlobal General Counsel and Corporate Secretary | $600K | $2.7M | $192K | $3.5M |
| Carl MertonChief Financial Officer | $412K | $2.6M | $181K | $3.2M |
| Roger SavellChief Administrative Officer | $562K | $2.4M | $144K | $3.1M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Tidal Investments LLC | $11.2M | 2,498,656 | -2.5% | 2.23% |
| Susquehanna International Group, LLP | $4.6M | 1,021,777 | +88.4% | 0.91% |
| Morgan Stanley | $4.5M | 995,145 | +55.2% | 0.89% |
| Citadel Advisors LLCKen Griffin | $3.9M | 868,147 | +6142.1% | 0.78% |
| Point72 Asset Management, L.P.Steve Cohen | $2.9M | 648,506 | New | 0.58% |
| Mirae Asset Global ETFs Holdings Ltd. | $2.9M | 646,762 | +32.9% | 0.58% |
| AQR Capital Management LLCCliff Asness | $2.3M | 512,599 | +14.5% | 0.46% |
| BlackRock, Inc. | $2.1M | 461,656 | +9.2% | 0.41% |
| UBS Group AG | $2.0M | 454,184 | -30.4% | 0.41% |
| Lazard Asset Management LLC | $1.8M | 394,715 | New | 0.35% |
| State Street Corp | $1.7M | 384,123 | +54.9% | 0.34% |
| Vanguard Portfolio Management LLC | $1.6M | 348,679 | -0.1% | 0.31% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Mitchell GendelGlobal General Counsel | Bought | 2,500 | $4.43 | $11K | Aug 6, 2026filed Aug 7, 2026 | 1d |
| Denise M. FaltischekChief Strategy Officer | Bought | 2,500 | $4.78 | $12K | Aug 3, 2026filed Aug 4, 2026 | 1d |
| Carl A. MertonChief Financial Officer | Bought | 10,000 | $4.62 | $46K | Aug 4, 2026filed Aug 4, 2026 | 0d |
| David G. HopkinsonDirector | Sold | 33,556 | $6.94 | $233K | Apr 21, 2026filed Apr 22, 2026 | 1d |
| Mitchell GendelGlobal General Counsel | Bought | 6,000 | $0.5827 | $3K | Jul 31, 2025filed Aug 4, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Denise M. FaltischekChief Strategy Officer | Tax withholding | 94,459 | Aug 26, 2026 |
| Denise M. FaltischekChief Strategy Officer | Option exercise | 178,221 | Aug 26, 2026 |
| Mitchell GendelGlobal General Counsel | Tax withholding | 84,962 | Aug 26, 2026 |
| Mitchell GendelGlobal General Counsel | Option exercise | 160,304 | Aug 26, 2026 |
| Carl A. MertonChief Financial Officer | Tax withholding | 92,649 | Aug 26, 2026 |
| Carl A. MertonChief Financial Officer | Option exercise | 168,452 | Aug 26, 2026 |
| Irwin D. SimonPresident and CEO | Tax withholding | 642,450 | Aug 26, 2026 |
| Irwin D. SimonPresident and CEO | Option exercise | 1,212,168 | Aug 26, 2026 |
| Denise M. FaltischekChief Strategy Officer | Tax withholding | 49,654 | Jul 29, 2026 |
| Denise M. FaltischekChief Strategy Officer | Tax withholding | 13,844 | Jul 30, 2026 |
| Denise M. FaltischekChief Strategy Officer | Option exercise | 26,120 | Jul 30, 2026 |
| Denise M. FaltischekChief Strategy Officer | Option exercise | 93,685 | Jul 29, 2026 |
| Denise M. FaltischekChief Strategy Officer | Stock award | 281,901 | Jul 29, 2026 |
| Mitchell GendelGlobal General Counsel | Tax withholding | 46,344 | Jul 29, 2026 |
| Mitchell GendelGlobal General Counsel | Tax withholding | 12,921 | Jul 30, 2026 |
| Mitchell GendelGlobal General Counsel | Option exercise | 24,379 | Jul 30, 2026 |
| Mitchell GendelGlobal General Counsel | Option exercise | 87,440 | Jul 29, 2026 |
| Mitchell GendelGlobal General Counsel | Stock award | 263,108 | Jul 29, 2026 |
| Carl A. MertonChief Financial Officer | Tax withholding | 30,209 | Jul 29, 2026 |
| Carl A. MertonChief Financial Officer | Tax withholding | 9,161 | Jul 30, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in TLRY
7 disclosures of 7 on record · median 35d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Brian J. Mast | Stock | Exchange | $1,001 - $15,000 | n/a | May 3, 2021 | Oct 5, 2022 | 520d |
| Brian J. Mast | Stock | Sale | $1,001 - $15,000 | n/a | Apr 18, 2022 | May 9, 2022 | 21d |
| Brian J. Mast | Stock | Sale | $15,001 - $50,000 | n/a | Feb 9, 2021 | Mar 17, 2021 | 36d |
| Brian J. Mast | Stock | Sale | $50,001 - $100,000 | n/a | Feb 10, 2021 | Mar 17, 2021 | 35d |
| Brian J. Mast | Stock | Purchase | $15,001 - $50,000 | n/a | Nov 6, 2020 | Dec 1, 2020 | 25d |
| Brian J. Mast | Stock | Sale | $15,001 - $50,000 | n/a | Feb 4, 2019 | Mar 12, 2019 | 36d |
| Brian J. Mast | Stock | Purchase | $15,001 - $50,000 | n/a | Jan 18, 2019 | Feb 5, 2019 | 18d |
We hold no closing prices for any row shown here, so no move is shown. Not investment advice.
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in TLRY, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling TLRY?
Across the 5 most recent open-market filings shown here, 4 were purchases and 1 was a sale.
Which members of Congress have traded TLRY?
Brian J. Mast disclosed TLRY transactions in the filings shown here.
How quickly are TLRY trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 35 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 27, 2026.
