{"filings":[{"id":111612,"accession_number":"0001437749-26-000818","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Blum Holdings converts $3.05M debt to equity, issues ~5.8M shares; new $525K secured note","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Converted $3.05M of unsecured debt & accrued interest into 3,248,547 shares at $0.98/share.","Issued 2,551,020 shares to Adnant LLC (CEO's affiliate) for performance-based award at $0.98/share.","New $525K senior secured note consolidates prior notes, 8% interest, matures Dec 31, 2027.","Warrants to purchase 198,114 shares at $0.53 cancelled.","Pre-money valuation for conversions set at $20.9M fully diluted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128259,"accession_number":"0001437749-25-038315","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings closes acquisition of Bay Area dispensary with $12M annual revenue","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired all outstanding equity of a high-volume Bay Area cannabis retail dispensary.","Acquired dispensary generates approximately $12 million in annual revenue with strong local customer base.","Consideration includes cash and equity; all closing conditions satisfied.","Expands Blum's Northern California footprint; CEO cites regulatory tailwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128258,"accession_number":"0001437749-25-037019","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Blum Holdings raises $1.5M via convertible notes at $0.98/share; issues warrants","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Five unsecured promissory notes totaling $1.5M, 8% interest, maturities from Sep 2027 to Nov 2027.","Notes convertible at lender's option into shares at 85% of $20.9M pre-money valuation ($0.98/share).","Lender is an accredited investor who is a related person under Reg S-K.","Warrants to purchase up to ~1.71M shares at $0.35/share, expiring Dec 2028, issued with notes.","Notes formalize advances of $1.5M previously received in Sep-Oct 2025, as disclosed in Q3 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128257,"accession_number":"0001437749-25-035840","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Matthew Barron resigns from Blum Holdings Board effective Nov 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Barron resigned as director and Audit Committee member effective November 17, 2025.","Resignation was not related to any disagreement with company operations, policies, or practices.","No successor or replacement has been disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128256,"accession_number":"0001437749-25-035252","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Blum Holdings Q3 revenue $4.8M, up 39% QoQ; net loss widens to $1.5M; massive stock dilution","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.8M, +39% QoQ from $3.5M; driven by Redding acquisition; gross margin 48% vs 49% Q2.","Net loss from operations $1.5M vs $0.8M Q2; Adjusted EBITDA loss $1.3M vs $0.6M Q2.","SG&A as % of revenue improved to 79% from 111% in Q1, showing operating leverage.","Issued ~11.8M shares on Nov 13 for debt conversion, acquisitions, and vendor payments.","Raised additional $0.7M in Oct 2025, total $3.2M in 2025; expects 2026 profitability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4847000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145047,"accession_number":"0001437749-25-029627","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Blum Holdings issues $750K in unsecured promissory notes with 8% interest and equity conversion","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Two notes totaling $750K: $500K on Sep 16 and $250K on Sep 17, 2025, both maturing Sep 2027.","Interest at 8% per annum, payable monthly in arrears commencing Jan 15, 2026; prepayment without penalty.","Lender may convert into convertible notes with automatic conversion at 85% of $20.9M pre-money valuation ($0.98/share).","Warrants issued: 571,429 shares at $0.35 for $500K note; 285,714 shares at $0.35 for $250K note.","$500K note formalizes advance received Aug 11, 2025, previously disclosed in Q2 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145043,"accession_number":"0001437749-25-029429","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K/A","filed_at":"2025-09-19T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Blum Holdings amends 8-K; target deal not significant under Reg S-X, no financials required","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Original 8-K reported binding term sheet with a Northern California cannabis retailer and a management services agreement.","Amendment eliminates prior requirement to file target financial statements and pro forma info.","Blum determined the transaction is not 'significant' under SEC Regulation S-X.","No financial statements or pro forma data will be provided for this acquisition.","The filing is an amendment to the July 3, 2025 Form 8-K; otherwise unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145046,"accession_number":"0001437749-25-028028","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blum Holdings releases First Half 2025 Executive Summary; CEO says turnaround phase closed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company issued First Half 2025 Executive Summary on August 29, 2025.","CEO Sabas Carrillo states first half marks the close of turnaround phase and start of new chapter.","Restructuring, cost reductions, new retail locations, and brand reinvigoration cited as drivers.","No specific financial figures disclosed in the filing; detailed highlights in the summary image exhibit.","Company operates cannabis dispensaries in California and owns brands like Korova."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145045,"accession_number":"0001437749-25-026862","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blum Holdings Q2 revenue $3.5M, net loss $1.9M; cost reductions improve operating expenses 69%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.5M, up 59% QoQ; gross margin 49% vs 42% in Q2 2024.","Net loss from continuing ops $1.9M vs $0.6M Q1 2025 and net income $7.3M in Q2 2024 (incl. one-time gains).","Operating expenses $2.5M, down 69% YoY from $8.0M; steady vs Q1.","Adjusted EBITDA loss $0.6M in Q2; first half 2025 loss improved 85% to $1.0M.","Recent: $0.5M capital raise Aug 11; binding term sheet for new dispensary adds $4.1M annualized revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3478000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145044,"accession_number":"0001437749-25-022117","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-07-03T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Blum Holdings signs binding term sheet to acquire Northern California dispensary for up to $5M in stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-stock deal for majority membership interests: 3,633,540 shares valued at ~$5.0M with performance earn-outs.","Management Services Agreement effective July 1, 2025, gives Blum operational and economic control; will consolidate under VIE.","Target is a licensed adult-use and medical cannabis retailer with consistent financial performance.","Acquisition expected to close in Q3 2025, subject to definitive agreements and customary conditions.","Blum’s retail portfolio in Northern California will expand to four locations after recent Bay Area acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163428,"accession_number":"0001437749-25-017981","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Blum Holdings gains control of Bay Area cannabis retailer, signs deal for Cookies equity interest","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["MSA grants Blum Management exclusive operational & economic control of a licensed Bay Area cannabis retailer; $800k paid to seller.","Company will consolidate Target's operations as a VIE effective May 15, 2025.","Binding term sheet to acquire 100% of holding company with non-controlling interest in Cookies brand for 489,131 shares plus warrants.","Consideration includes warrants for 30,762 shares at $0.64; implied deal value $562,500; closing targeted Q3 2025.","CEO Sabas Carrillo says transaction deepens economic exposure to Cookies and positions Blum for institutional-quality optionality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163427,"accession_number":"0001437749-25-017452","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum Holdings enters binding term sheet to acquire equity interest in Cookies Creative Consulting & Promotions","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Blum to issue 489,131 shares and a warrant for 30,762 shares at $0.64 in exchange for 100% of holding company that owns equity in CCCP.","Aggregate deal value of $562,500; exact CCCP ownership percentage subject to verification and proportional adjustment.","Closing conditioned on due diligence, regulatory approvals, board approval, and execution of definitive agreements by Sept 30, 2025.","No assurance of completion; Term Sheet is binding but structure may change based on legal, tax, and accounting considerations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163426,"accession_number":"0001437749-25-017159","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings doubles revenue potential with amended LOI to acquire Northern CA dispensary","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction expected to generate over $12M in annual revenue, more than doubling Blüm's revenue.","Total consideration remains $2M: $1.3M cash (including $500K convertible note to Seller Note) + $500K stock at $1.15/share (40% improvement from original terms).","Immediate release of $800K escrow upon signing Management Services Agreement, granting operational control of target.","Performance-based earn-outs tied to revenue milestones over 12 months post-closing; closing subject to regulatory approvals.","Definitive Stock Purchase Agreement expected soon; target is a licensed retail cannabis operator in Northern California."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163425,"accession_number":"0001437749-25-016912","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["1.01","2.02","5.02","7.01","9.01"],"status":"ready","headline":"Blum Q1 revenue up 26% to $2.2M; EBITDA turns positive at $57K","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss from continuing ops improved to $0.6M from $3.5M YoY; operating expenses down 43% to $2.5M.","Gross margin rose to 53% (from 45%); adjusted EBITDA loss narrowed to $0.4M from $3.3M YoY.","Executed amended LOI to acquire Bay Area cannabis dispensary for $2.0M ($1.3M cash + $0.5M stock) plus up to $0.2M earnouts.","Appointed Brad Hirsch as independent director effective May 8, 2025; will serve on audit, compensation, and governance committees.","Raised $1.6M in capital YTD; bankruptcy court approved People's settlement (effective May 16 absent stay)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2240000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163424,"accession_number":"0001437749-25-015039","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum Holdings enters $1M unsecured note; convertible at 85% of $20.9M pre-money","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal $1,000,000, 8.0% interest, maturity May 2, 2027; interest payable monthly starting June 15, 2025.","Lender can convert note into convertible note that auto-converts at 85% of $20.9M pre-money valuation ($0.98/share).","Lender receives warrants to purchase 377,358 shares of common stock at $0.53 per share.","Company may prepay principal in full at any time without penalty or premium."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163423,"accession_number":"0001437749-25-011923","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-04-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings updates on settlement with People's California; definitive docs executed, court approval pending","summary_kind":"llm","event_type":"litigation","confidence":"medium","bullets":["Definitive documentation executed for global settlement with People's California, LLC.","Motion filed with Bankruptcy Court for Central District of California to approve compromise.","Settlement resolves all outstanding litigation, adversary proceedings, and contested matters.","Settlement remains subject to final, non-appealable court order; no assurance of approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181360,"accession_number":"0001437749-25-007517","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blum Holdings swings to $33.1M net income in FY2024; revenue up 67% to $13.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $33.1M vs net loss of $14.1M in 2023; diluted EPS $1.21 vs ($1.67).","Revenue increased 67% to $13.0M, driven by integration of three Northern California retail stores.","Liability reduced 62% to $29.6M from $77.8M; EBITDA from continuing ops $21.2M vs ($10.4M).","Raised only $1.97M in new capital during the period; restructuring completed.","CEO says company transitioning from restructuring to measured expansion and sustainability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181351,"accession_number":"0001437749-25-006454","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K/A","filed_at":"2025-03-06T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Blum Holdings deconsolidates Unrivaled/Halladay after Chapter 11; pro forma shows $30M net income","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Nov 6, 2024, subsidiaries Unrivaled Brands and Halladay Holding filed Chapter 11; parent Blum Holdings is not included in proceedings.","All assets and liabilities of the subsidiaries deconsolidated from Blum Holdings' financials as of Petition Date.","Pro forma balance sheet as of Sep 30, 2024: total assets $25.6M (historical $38.7M), liabilities $34.3M (historical $66.2M).","Pro forma net income from continuing ops for nine months ended Sep 30, 2024: $30.3M vs historical $0.1M, from $15.2M gain on disposal.","Blum Holdings continues operations as usual outside of Chapter 11 proceedings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181359,"accession_number":"0001437749-25-004876","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings reaches global settlement with People's California, extinguishing $23M lawsuit and multiple claims","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Global settlement extinguishes over 2.5 years of litigation, including $23M breach-of-contract action from People's California.","All parties grant mutual releases with 1542 waivers; 8 cases/actions to be dismissed with prejudice.","People's California agrees to support Debtors' (Unrivaled Brands, Halladay) Chapter 11 plan.","Settlement is binding per court record; subject to documentation and approval by bankruptcy judge.","Blum Holdings CEO Sabas Carrillo says 'very pleased' and looks expectantly to the future."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181358,"accession_number":"0001437749-25-002767","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blum Holdings signs binding LOI to acquire NorCal dispensary for $2M; target had $18M gross revenue in 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration $2.0M: $1.3M cash at close, $200K cash/stock earn-out, $500K in BLMH stock at $1.90/share held in escrow 12 months.","Target generated unaudited ~$18.0M gross revenue and ~$13.0M net revenue for 2024.","Concurrently, Blum issued a $500K senior secured convertible note to seller at 8% interest maturing March 31, 2025.","Deal includes performance-based bonus awards and operational targets for expense reduction and EBITDA improvement.","Transaction remains subject to negotiation and execution of definitive agreements; no assurance of closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181357,"accession_number":"0001437749-25-001491","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings secures $900k financing, signs term sheets for three acquisitions","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["$900k financing led by Douglas Rosenberg (Mesh/1212 Ventures, Cookies investor) for operations and M&A.","Intends to acquire Mt. Tam Ventures II (Cookies equity) for $3.9M ($250k cash + 1.93M shares at $1.90).","Intends to merge with Mesh Ventures (also holds Cookies equity) for $9.0M ($359,610 cash + 4.53M shares at $1.90).","Intends to acquire a Northern California retail cannabis store for ~$1.8M total ($1.3M cash + $500k stock plus milestones).","All transactions subject to definitive agreements and regulatory approvals; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181356,"accession_number":"0001437749-25-001225","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Blum Holdings enters $100K notes and signs non-binding LOI to acquire California dispensary for $2M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Issued $100,000 aggregate unsecured promissory notes to four investors, convertible with warrants at $0.64 per share.","Signed non-binding Letter of Intent to acquire 100% of a licensed cannabis dispensary in Northern California for $2,000,000.","Consideration: $1,300,000 cash at closing, $200,000 cash or stock earn-out, $500,000 in common stock at $1.90 per share, plus performance-based bonuses.","Proposed acquisition subject to due diligence, regulatory approvals, and definitive agreements; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181355,"accession_number":"0001437749-25-001098","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum Holdings agrees to acquire Mesh Ventures for $8.99M in stock, cash, and warrants","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Aggregate consideration: $359,610 cash, 4,531,965 shares of common stock, and warrants for 471,989 shares at $0.64.","Mesh Ventures holds a significant investment in Cookies Creative Productions & Consulting.","CEO Sabas Carrillo served as CFO of Cookies and is a co-founder of Mesh, creating related-party dynamics.","Transaction subject to due diligence, regulatory approvals, and execution of definitive agreements by Jan 31, 2025.","No assurances that the transaction will be completed; obligations subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181354,"accession_number":"0001437749-25-000759","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum Holdings to acquire MTV II for $3.9M in cash and stock; MTV II holds minority stake in Cookies","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Blum will pay $250k cash and issue 1,931,152 shares plus warrants for 238,368 shares at $0.54 to acquire 100% of MTV II.","MTV II is an investment holding company with a minority interest in Cookies Creative Productions & Consulting.","Closing subject to definitive agreement by Jan 31, 2025, due diligence, and regulatory approvals.","Sabas Carrillo, Blum CEO, was CFO of Cookies (2018-2020) and holds roles at Mesh Ventures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181353,"accession_number":"0001437749-25-000652","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum converts $6.2M AP to equity at $1.62/share; amends $800K note with related party","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$6,165,050 of accounts payable converted into 3,808,559 shares at $1.62 (85% of $1.90 reference price).","Amended note with Douglas Rosenberg increases principal from $400K to $800K, due Dec 2026, no interest, convertible at 85% discount or $30M pre-money valuation.","Lender Rosenberg is Co-Founder/CEO of Mesh Ventures, related to Cookies; CEO Sabas Carrillo formerly CFO at Cookies.","Engagement fee with Adnant reduced to $75,000/month from $250,000/month in amended agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181352,"accession_number":"0001437749-25-000498","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["3.03","9.01"],"status":"ready","headline":"Blum Holdings amends Series V Preferred Stock terms: 25M shares authorized, 2x voting, auto-conversion in 4 years","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Series V Preferred Stock has no preferential dividend rights; dividends at Board's discretion.","Each share carries voting power equal to 2x the number of common shares it is convertible into.","Each share converts into 1/3 common share; automatic conversion on 4th anniversary of issuance; optional after 1 year.","Liquidation preference: aggregate $1.00 for all outstanding Series V shares before junior stock distributions.","No established trading market for Series V; company does not plan to list on any exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198164,"accession_number":"0001437749-24-036704","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blum Holdings COO James Miller retires effective Dec 2, 2024; continues as director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Miller retired as COO of Blum Holdings, effective December 2, 2024.","Miller will remain a director on the company's Board of Directors.","No replacement COO has been appointed; his duties reassigned internally."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198163,"accession_number":"0001437749-24-035348","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blum Holdings issues $400K unsecured convertible note with 15% discount","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400,000 unsecured promissory note issued to an investor on Nov 12, 2024; maturity May 12, 2026.","No stated interest except 10% default interest; no prepayment penalty.","Convertible at lender's election into SAFE or convertible note with 15% discount to future qualified financing.","Note includes warrant coverage and standard representations; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198162,"accession_number":"0001437749-24-034860","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Blum Holdings Q3 2024: revenue up 182% YoY, gross margin 56%, debt cut 68% YTD","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue from continuing operations +15% QoQ, +182% YoY; gross margin improved to 56% in Q3 2024.","SG&A expenses for 9M 2024 were $14.8M, down from $30.3M in prior year period.","Debt reduced to $9.2M as of Sep 30, 2024 (68% YTD reduction, 83% from Dec 2021); total liabilities $66.2M.","Post Q3: Sold Blum Oakland & San Leandro for $3.18M liability assumption; Unrivaled Chapter 11 filing limited to that entity, not Blum.","Northern CA stores consolidated, adding ~$3M quarterly revenue; Korova brand reinvigorated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":9933000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198161,"accession_number":"0001437749-24-034497","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings subsidiary Unrivaled Brands files Chapter 11 bankruptcy amid activist litigation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Wholly owned subsidiary Unrivaled Brands, Inc. filed for Chapter 11 bankruptcy on Nov 12, 2024.","Company cites 'bitter activist litigation' from People's California LLC and Frank Kavanaugh as key cause.","Unrivaled reduced total liabilities by net $90.8M from Dec 2021 to Sept 2024 ($125.3M to $34.5M pro forma).","People's has received over $60M value from Unrivaled since 2021, including $9M in July 2024 settlement, yet continues to sue.","CEO Sabas Carrillo states Kavanaugh has history of destabilizing companies to seize control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198160,"accession_number":"0001437749-24-034189","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["1.03","9.01"],"status":"ready","headline":"Blum Holdings subsidiary Unrivaled Brands files Chapter 11; assets $6M vs liabilities $35M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Unrivaled Brands and Halladay Holding entered Chapter 11 on Nov 6, 2024; estimated assets $6.0M, liabilities $35.0M.","Blum Holdings states its other operations are unaffected and continue outside bankruptcy proceedings.","No plan of reorganization or liquidation has been confirmed; case is in initial stages.","Only assets and liabilities of Unrivaled and Halladay are included in the debtor-in-possession estates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198159,"accession_number":"0001437749-24-033964","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"Blum Holdings sells Blüm Oakland and Blüm San Leandro for total $3.18M in liability assumption","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sold all shares of Blüm Oakland ($2.06M) and Blüm San Leandro ($1.12M) to VLPS, LLC via assumption of liabilities.","Pro forma balance sheet as of June 30, 2024 shows total assets reduced $3.9M to $34.4M and liabilities reduced $4.6M to $57.5M.","Pro forma net gain on disposal of $725K (H1 2024) and $283K (FY 2023) as assumed liabilities exceeded net assets.","Pro forma continuing ops net income $5.1M (H1 2024) vs. net loss $12.7M (FY 2023) after removing disposed entities.","Transactions closed on November 5, 2024 with buyer VLPS, LLC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214286,"accession_number":"0001437749-24-027006","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Blum Holdings Q2 2024: Net Income $23.4M on Sale Gain; Debt Cut 83% Over Three Years","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $23.4M driven by $31.7M non-cash gain from sale of Blüm Santa Ana; adjusted EBITDA loss of $3.7M.","Revenue of $7.2M includes $2.1M from three new Northern California dispensaries and $3.5M from discontinued operations.","Debt reduced to $9.4M from $29.1M at end of 2023 and from $55.8M at end of 2021 (83% reduction over three years).","Sale of controlling interest in People's First Choice (Blüm Santa Ana) for $24.8M total consideration ($9M cash, $15.8M liabilities).","Total liabilities decreased to $62.1M from $125.3M in August 2022; gross margin improved to 53% by end of 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":5569000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214285,"accession_number":"0001437749-24-023342","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Blum Holdings replaces auditor Matsuura with GuzmanGray after practice merger","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Matsuura resigned as independent auditor on July 19, 2024, effective upon merger of its practice into GuzmanGray.","Audit Committee appointed GuzmanGray as new auditor effective July 19, 2024, approving the existing engagement agreement.","No disagreements or reportable events occurred during the interim period from April 23 to July 19, 2024.","Company did not consult GuzmanGray on any accounting principles or audit opinions prior to engagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214283,"accession_number":"0001437749-24-022899","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K/A","filed_at":"2024-07-17T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Coastal Pines Group 2023 revenue $13.6M, net loss $1.3M; working capital deficit $13.6M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Net loss of $1.32M in 2023 (improved from $2.21M loss in 2022); operating income of $0.08M.","Revenue declined 14% YoY to $13.61M; cost of goods sold $6.93M.","Working capital deficit of $13.55M and shareholders' deficit of $12.35M at Dec 31, 2023.","Auditor expresses substantial doubt about going concern; acquired by Blum on May 1, 2024.","Pro forma financial statements filed with combined balance sheet and income statement for 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214284,"accession_number":"0001437749-24-022631","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-07-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings subsidiary Unrivaled wins court battle; injunction bars foreclosure by People's California","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Court denied People's ex parte application for a multi-million dollar judgment against Unrivaled.","Court granted preliminary injunction barring People's from foreclosing on an affiliated building; prior foreclosure attempt invalidated.","Victories follow earlier Temporary Restraining Order; part of string of wins since CEO Sabas Carrillo took over.","Litigation stems from 2023 settlement that was intended to resolve disputes including fraud claims against People's members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233527,"accession_number":"0001437749-24-020604","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings sells controlling stake in Blüm Santa Ana, eliminates $44.5M debt, estimates $34M gain","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration of $24.8M: $9M cash plus $15.84M in assumed liabilities; cash used to settle debt and litigation.","Transaction extinguishes estimated $44.46M in liabilities, reducing total debt by over 55%.","Estimated gain of $33.98M ($3.09 per common share) from the disposition.","Since August 2022, total liability reduction estimated at $90M as part of restructuring plan.","Blüm brand licensed to buyer for up to 18 months under Trademark License Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233526,"accession_number":"0001437749-24-020319","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"Blum Holdings sells Blüm Santa Ana dispensary, eliminates $44.5M in liabilities, books $34M gain","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sold 80% controlling interest in People's First Choice (Blüm Santa Ana) for total consideration of $24.8M ($9M cash + assumption of $15.8M liabilities).","Extinguished $44.46M in total liabilities, including $22.2M promissory note to People's California, via debt settlement tied to the sale.","Estimated pre-tax gain of $33.98M ($3.09 per share) from the disposition; pro forma Q1 2024 net income from continuing ops of $30.6M.","Retains 20% non-economic, non-voting interest in PFC pending transfer of cannabis licenses; buyer Haven Nectar assumed operational control via MSA.","Secured $1.0M promissory note paid over 12 months; transitional services provided for 30 days; royalty-free trademark license for up to 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233525,"accession_number":"0001437749-24-020052","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings wins eviction judgment against Peoples Vape for non-payment of rent","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Court ordered writ of possession and cancelled rental agreement for Blüm Santa Ana premises.","Judgment of $102,530 in unpaid rent, $34,487 holdover damages, and $435 costs awarded to Blüm.","Peoples Vape failed to pay rent since March 2023; court found affirmative defenses meritless.","Separate agreement reached: Unrivaled agreed to not enforce order, Peoples Vape to vacate.","Blüm Santa Ana also entitled to seek attorney's fees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233524,"accession_number":"0001437749-24-016956","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Blum Holdings Q1 revenue down to $6.8M; net loss improves 61% to $3.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 revenue $6.8M, down from $8.1M in Q4 2023 due to closure of non-performing retail.","Gross margin 53% for the fifth consecutive quarter above 50%.","Operating expenses $6.1M, a 34% decrease from the prior quarter.","Net loss from continuing operations $3.0M, improving 61% vs. Q4 2023.","Divested final CA cultivation facility in Jan 2024; corporate reorganization complete, BLMH trading on OTCQB."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":6782000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233523,"accession_number":"0001437749-24-015049","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"Blum Holdings enters advisory agreement with purchase option for Coastal Pine; issues note and shares as deposit","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Monthly fee of $75,000 for advisory/consulting services; term through April 26, 2025, renewable annually.","Issues $940,974 promissory note and 889,725 shares of common stock as deposit to acquire Coastal Pine.","496,712 shares transferred at execution; 393,013 shares due at 12-month anniversary.","Blum obtains controlling financial interest and will consolidate Coastal's financial results.","Coastal manages retail dispensaries in Northern California."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233522,"accession_number":"0001437749-24-014792","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Blum Holdings acknowledges DEA's plan to reschedule marijuana to Schedule III","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["DEA proposes moving marijuana from Schedule I to Schedule III, a lower-risk classification.","Chief Legal Officer Robert Baca calls the move 'significant' for the industry and consumers.","Company states it is 'prepared for its impacts' and ready to adapt to regulatory changes.","No changes to financial guidance, operations, or business outlook provided in the release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233521,"accession_number":"0001437749-24-014673","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-05-03T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"Blum Holdings enters binding LOI to acquire Safe Accessible Solutions (Cookies Sacramento) for $1.67M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $1,000,071 secured promissory note ($23,811/mo over 42 months) plus 945,605 shares (~8.05% of Blum).","Under a Management Services Agreement, Blum subsidiary receives 100% of Target's economic benefit and will consolidate financial results.","Transaction subject to AICPA audit of Target and execution of definitive Stock Sale and Purchase Agreement.","Target's shareholders may exchange shares for a promissory note 24 months post-close, reducing purchase price to ~$3.6M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233520,"accession_number":"0001437749-24-013769","cik":1996210,"company_name":"BLUM HOLDINGS, INC.","ticker":"BLMH","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Blum Holdings replaces auditor Marcum LLP with MATSUURA; discloses material weakness in internal controls","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dismissed Marcum LLP effective April 23, 2024; engaged MATSUURA as new auditor same day.","Marcum's reports for FY 2023 and 2022 included going-concern explanatory paragraph.","No disagreements with Marcum; two material weaknesses cited: user access controls and untimely reconciliations.","Company restated Q2 and Q3 2023 financials due to the control deficiencies.","New auditor MATSUURA had no prior consultations with the company on accounting matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7093983.068181818,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}