Source-grounded facts extracted from BLUM HOLDINGS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
BLUM HOLDINGS, INC. incurred convertible notes of $500,000 with related accredited investor at 8.0% per annum maturing November 25, 2027.
“On December 5, 2025, the Company executed and delivered an Unsecured Promissory Note in the principal amount of $500,000 (the “December 5th Note”) to the Lender.”
BLUM HOLDINGS, INC. incurred convertible notes of $100,000 with related accredited investor at 8.0% per annum maturing November 14, 2027.
“On December 4, 2025, the Company executed and delivered an Unsecured Promissory Note in the principal amount of $100,000 (the “December 4th Note”) to the Lender.”
BLUM HOLDINGS, INC. incurred convertible notes of $500,000 with related accredited investor at 8.0% per annum maturing October 31, 2027.
“On December 3, 2025, the Company executed and delivered an Unsecured Promissory Note in the principal amount of $500,000 (the “December 3rd Note”) to the Lender.”
BLUM HOLDINGS, INC. incurred convertible notes of $200,000 with related accredited investor at 8.0% per annum maturing October 30, 2027.
“On December 2, 2025, the Company executed and delivered an Unsecured Promissory Note in the principal amount of $200,000 (the “December 2nd Note”) to the Lender.”
BLUM HOLDINGS, INC. incurred convertible notes of $250,000 with an investor (the “Lender”) at 8.0% per annum payable monthly in arrears maturing September 17, 2027.
“On September 17, 2025, the Company executed and delivered an Unsecured Promissory Note in the principal amount of $250,000 (the “Second Note”) to an investor (the “Lender”). The Second Note has a maturity date of September 17, 2027 and bears interest at a rate of 8.0% per annum payable monthly in arrears, commencing on January 15, 2026. The Company may prepay the principal balance in full at any time without penalty. The Second Note is convertible at the Lender’s election into a convertible promissory note that shall include an automatic conversion into the shares of capital stock issued by Blüm at a conversion price equal to 85% of a $20,900,000 pre-money valuation of Blüm (equal to a per share price of $0.98 on a fully diluted basis). The Company shall grant to the Lender warrants to purchase up to 285,714 shares of the Company's common stock, at an exercise price of $0.35 per share.”
BLUM HOLDINGS, INC. incurred convertible notes of $500,000 with an investor (the “Lender”) at 8.0% per annum payable monthly in arrears maturing September 16, 2027.
“On September 16, 2025, Blum Holdings, Inc. ("Blüm" or the “Company”) executed and delivered an Unsecured Promissory Note in the principal amount of $500,000 (the “Note”) to an investor (the “Lender”). The Note has a maturity date of September 16, 2027 and bears interest at a rate of 8.0% per annum payable monthly in arrears, commencing on January 15, 2026. The Company may prepay the principal balance in full at any time without penalty. The Note is convertible at the Lender’s election into a convertible promissory note that shall include an automatic conversion into the shares of capital stock issued by Blüm at a conversion price equal to 85% of a $20,900,000 pre-money valuation of Blüm (equal to a per share price of $0.98 on a fully diluted basis). The Company shall grant to the Lender warrants to purchase up to 571,429 shares of the Company's common stock, at an exercise price of $0.35 per share. The Unsecured Promissory Note dated September 16, 2025 is a formal agreement for the adv”
Brad Hirsch was appointed as Director at BLUM HOLDINGS, INC..
“On May 8, 2025, the Company appointed Brad Hirsch to the Board of Directors of the Company (the “Board”), effective May 8, 2025.”
BLUM HOLDINGS, INC. reported first quarter ended March 31, 2024 results: revenue $6.8 million, net income $3.0 million.
“First Quarter 2024 Highlights • The Company continued to eliminate non-performing legacy operations during the first quarter of 2024 and transitioned a single retail location to delivery only. As a result, revenue for the first quarter of 2024 was $6.8 million, down from $8.1 million in the previous quarter ended December 31, 2023. • For five consecutive quarters in a row, the Company has maintained a gross margin of above 50%, landing at 53% for the first quarter of 2024. • Operating expenses for the first quarter of 2024 were $6.1 million, a decrease of 34% compared to the fourth quarter of 2023. • Net loss from continuing operations for the first quarter of 2024 was $3.0 million, an improvement of 61% compared to the consecutive prior quarter.”
BLUM HOLDINGS, INC. entered into Advisory and Consulting Agreement with Coastal Pine Holdings, Inc. valued at $940,974 (effective 2024-05-01).
“On May 1, 2024, Blum Holdings, Inc. (the "Company"), through its wholly-owned subsidiary Blum Management Holdings, Inc. (“Blum Management”), executed an advisory and consulting engagement letter (the "Advisory and Consulting Agreement" or the "Agreement") with Coastal Pine Holdings, Inc.”
BLUM HOLDINGS, INC. amended Amended LOI with Safe Accessible Solutions, Inc. valued at $1,671,451 (effective 2024-05-01).
“On May 1, 2024, the Company executed an amended and restated binding letter of intent (the “Amended LOI”) with Safe Accessible Solutions, Inc. (the "Target"), which amended and restated the Operators Only LOI in its entirety.”
BLUM HOLDINGS, INC. engaged MATSUURA as its auditor.
“On April 23, 2024, the Company engaged MATSUURA as its new independent registered public accountant for the fiscal year ending December 31, 2024.”
BLUM HOLDINGS, INC. dismissed Marcum LLP as its auditor.
“Effective April 23, 2024, Blum Holdings, Inc. (the “Company”) dismissed Marcum LLP as its independent registered public accounting firm.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.