{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-135668","form_type":"8-K","ticker":"GTBIF","cik":"0001795139","company_name":"Green Thumb Industries Inc.","filed_at":"2026-04-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.921788+00:00","generated_at":"2026-05-15T07:59:55.522449+00:00","sec_items":["1.01","7.01","8.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Green Thumb amends license agreements with RYTHM, switching to $70M annual fixed fees from revenue-based","bullets":["Fixed annual cash fees of $70M collectively for license rights to RYTHM, incredibles, Beboe, Dogwalkers, Doctor Solomon's, &Shine, and Good Green brands.","Fees payable monthly, subject to annual CPI-based increase (max 10% year-over-year per filing, 2x CPI per press release).","Green Thumb indirectly owns ~33% of RYM; CEO Ben Kovler also serves as Chairman and Interim CEO of RYM.","Amendment effective April 1, 2026; previous fees were revenue-based on product sales.","Amendment intended to ensure RYM compliance with Nasdaq listing standards regarding revenue from federally illegal cannabis industry."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-135668","json":"https://secwatch.observer/filing/0001193125-26-135668.json","markdown":"https://secwatch.observer/filing/0001193125-26-135668.md","text":"https://secwatch.observer/filing/0001193125-26-135668.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/gtbif-20260331.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T07:59:55.522449+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b62d3826b02c2700b4b7a98a70bd5c7b1c1b9fc8","claim":"Green Thumb Industries Inc. amended License Agreement Amendment with VCP IP Holdings, LLC valued at an annual cash fee of $64.0 million (effective 2026-03-31).","evidence_excerpt":"On March 31, 2026, GTI Core and VCP entered into an amendment to the License Agreement (the “License Agreement Amendment”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"license"},{"label":"Counterparty","value":"VCP IP Holdings, LLC"},{"label":"Value","value":"an annual cash fee of $64.0 million"},{"label":"Effective","value":"2026-03-31"}]}],"comparable_filings":[{"accession":"0001193125-26-251791","ticker":"KRMN","company_name":"Karman Holdings Inc.","filed_at":"2026-06-01T21:28:29+00:00","headline":"Selling stockholders price upsized secondary offering of 14M shares at $61/share for ~$854M gross proceeds","event_type":"other_material","sec_items":["1.01","7.01","8.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 7.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251791","json":"https://secwatch.observer/filing/0001193125-26-251791.json","markdown":"https://secwatch.observer/filing/0001193125-26-251791.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/0001193125-26-251791-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/d117104d8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On March 31, 2026, GTI Core and VCP entered into an amendment to the License Agreement (the “License Agreement Amendment”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","comparable_excerpt":"On May 28, 2026, Karman Holdings Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with the persons named in Schedule II thereto (the “Selling Stockholders”) and Citigroup Global Markets Inc. and Evercore Group L.L.C., as the underwriters (the “Underwriters”), pursuant to which the Selling Stockholders agreed to sell 14,000,000 shares of common stock, par value $0.001 per share, of the Company (the “Common Stock”) at a public offering price of $61.00 per share (the “Offering Price”), less underwriting discounts and commissions (the “Offering”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2040127/000119312526251791/0001193125-26-251791-index.htm"}},{"accession":"0001999371-26-011900","ticker":null,"company_name":"CNL Strategic Capital, LLC","filed_at":"2026-06-02T20:04:39+00:00","headline":"Shareholders reject enhanced liquidity plan (25% repurchase); loan amended for equity buybacks","event_type":"other_material","sec_items":["1.01","2.03","5.07","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001999371-26-011900","json":"https://secwatch.observer/filing/0001999371-26-011900.json","markdown":"https://secwatch.observer/filing/0001999371-26-011900.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1684682/000199937126011900/0001999371-26-011900-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1684682/000199937126011900/cnl-8k_052726.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On March 31, 2026, GTI Core and VCP entered into an amendment to the License Agreement (the “License Agreement Amendment”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","comparable_excerpt":"On May 29, 2026, CNL Strategic Capital B, Inc. (the “Borrower”), a wholly-owned subsidiary of CNL Strategic Capital, LLC (the “Company”), and Valley National Bank, a Tennessee banking corporation (referred to as “Valley National Bank”), entered into a Third Amendment (the “Third Amendment”) to the Loan and Security Agreement, as amended (the “Loan Agreement”), previously entered into by such parties for a $50.0 million revolving line of credit (the “Line of Credit”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1684682/000199937126011900/0001999371-26-011900-index.htm"}},{"accession":"0001213900-26-063834","ticker":"VTIX","company_name":"Virtuix Holdings Inc.","filed_at":"2026-06-02T13:15:39+00:00","headline":"Virtuix amends warrants to $4.00 exercise price, extends period to July 27, 2026","event_type":"other_material","sec_items":["1.01","7.01","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063834","json":"https://secwatch.observer/filing/0001213900-26-063834.json","markdown":"https://secwatch.observer/filing/0001213900-26-063834.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1606242/000121390026063834/0001213900-26-063834-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1606242/000121390026063834/ea0292972-8k_virtuix.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On March 31, 2026, GTI Core and VCP entered into an amendment to the License Agreement (the “License Agreement Amendment”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","comparable_excerpt":"On June 1, 2026, Virtuix Holdings Inc. (the “Company”) entered into amendments to each of the following warrants to purchase shares of Class A Common Stock (collectively, the “Warrant Amendments”) with Streeterville Capital, LLC (the “Investor”) amending the exercise price and extending the Reduced Exercise Price Period (as defined below) to each such warrant","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1606242/000121390026063834/0001213900-26-063834-index.htm"}},{"accession":"0001213900-26-063832","ticker":"USAR","company_name":"USA Rare Earth, Inc.","filed_at":"2026-06-02T13:14:30+00:00","headline":"USA Rare Earth selects South Carolina for $1.2B magnet facility; 490 jobs, 6,400 tpa capacity","event_type":"other_material","sec_items":["1.01","2.03","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 7.01, 9.01","same event type: other_material","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063832","json":"https://secwatch.observer/filing/0001213900-26-063832.json","markdown":"https://secwatch.observer/filing/0001213900-26-063832.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026063832/0001213900-26-063832-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1970622/000121390026063832/ea0293127-8k_usarare.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On March 31, 2026, GTI Core and VCP entered into an amendment to the License Agreement (the “License Agreement Amendment”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1795139/000119312526135668/0001193125-26-135668-index.htm","comparable_excerpt":"On June 1, 2026, USA Rare Earth, Inc. 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(the “Company”) entered into an agreement and statement of work (together, the “Agreement”) with Argonaut Manufacturing Services c/o Argonaut, Inc. 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Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}