Green Thumb Industries Inc. (GTBIF) SEC Filings

Green Thumb Industries Inc. (GTBIF) director Jeffrey H. Goldman reported an acquisition of 7,460 Subordinate Voting Shares on September 1, 2026, as a grant or award at a reported price of $0.00 per share. Following this grant, he holds 1,429,521 shares directly, plus indirect holdings through family trusts. No Rule 10b5-1 trading plan is reported for these transactions.

Green Thumb Industries Inc. (symbol: GTBIF) is the issuer of record for a Form 4 filing submitted to the SEC. Buchan Hannah Scofield reported acquisition or exercise transactions in this Form 4 filing.

Green Thumb Industries Inc. (GTBIF) director Hannah Scofield Buchan reported receiving a grant of 6,251 Subordinate Voting Shares on September 1, 2026. The award was recorded at $0.00 per share, and her directly owned holdings increased to 78,050 shares. No Rule 10b5-1 trading plan is reported.

Green Thumb Industries Inc. (symbol: GTBIF) is the issuer of record for a Form 4 filing submitted to the SEC. Nadelmann Ethan reported acquisition or exercise transactions in this Form 4 filing.

Green Thumb Industries Inc. (GTBIF) reported that director Ethan Nadelmann received a grant of 5,802 Subordinate Voting Shares on September 1, 2026. The shares were awarded at a stated price of $0.00 per share, increasing his directly held position to 74,111 Subordinate Voting Shares. No Rule 10b5-1 trading plan is reported for this award.

Green Thumb Industries Inc. (symbol: GTBIF) is the issuer of record for a Form 4 filing submitted to the SEC. Barnes Dawn Wilson reported acquisition or exercise transactions in this Form 4 filing.

Green Thumb Industries Inc. (GTBIF) reported that director Dawn Wilson Barnes received an equity grant of 5,802 Subordinate Voting Shares on September 1, 2026, at a reported price of $0.00 per share, described as a grant or award. Following this award, she directly holds 71,738 Subordinate Voting Shares. No Rule 10b5-1 trading plan is reported for this transaction.

Green Thumb Industries Inc. (GTBIF) director Dawn Wilson Barnes reported a sale of 5,250 Subordinate Voting Shares on 2026-08-13 at an average price of $7.2101 per share. After this transaction, she directly holds 65,936 Subordinate Voting Shares. A footnote states the Form 4 was filed late due to an administrative error.

Green Thumb Industries Inc., through subsidiaries RSLGH, LLC and Vision Management Services, LLC, entered into an amendment with RYTHM, Inc. on August 10, 2026. The amendment revises secured convertible notes with $72.0 million principal, pre-funded warrants to purchase 9,731,638 RYTHM common shares, and a shared services agreement.

The changes remove the prior 49.99% beneficial ownership limitation on conversions and exercises, effective October 10, 2026. As a result, Green Thumb states it will be required to consolidate RYTHM in its financial statements from that date, and indicates it does not currently intend to exercise these securities before or after consolidation.

Green Thumb Industries Inc. generated revenue of $306,683 thousand for the quarter and $606,873 thousand for the six months ended June 30 2026, up 5% and 6% from the prior‑year periods. Net income attributable to the company was $4,878 thousand for the quarter and $20,275 thousand year‑to‑date, or $0.02 and $0.09 per diluted share.

Gross margin was 45% for the quarter, down from 50%, as cost of goods sold rose 15%, including $15,750 thousand of licensing fees to RYM, along with Minnesota adult‑use ramp‑up and price compression in certain markets. The effective tax rate was 78.5% for the quarter and 76.64% year‑to‑date under Section 280E, while medical cannabis was reclassified to Schedule III in April 2026 and tax guidance is pending.

Cash and cash equivalents were $283,586 thousand and total assets $2,815,413 thousand as of June 30 2026. Operating cash flow of $104,810 thousand funded $39,077 thousand of capital expenditures and $81,559 thousand of share repurchases, including 13,438,787 Subordinate Voting Shares. The company consolidated eight additional retail dispensary licenses, recognized a $17,000 thousand arbitration award, and had $183,750 thousand of principal outstanding on its $200,000 thousand syndicated credit facility.

Green Thumb Industries Inc. reported second-quarter 2026 results with revenue of $306.7 million, up 4.6% from a year earlier, driven by retail growth in Minnesota and other existing markets amid ongoing price compression. Gross profit was $137.9 million, a 45.0% margin.

The company generated GAAP net income of $4.9 million ($0.02 per share) versus a small loss a year ago. EBITDA was $53.1 million, while Normalized EBITDA, including brand license fees, was $84.3 million, or 27.5% of revenue. Cash flow from operations reached $29.0 million, and cash and equivalents totaled $283.6 million against total debt of $283.0 million.

Income tax expense declined to $12.5 million, primarily due to the Department of Justice's final order reclassifying state-legal medical cannabis to Schedule III and ending Internal Revenue Code Section 280E for portions of the business. The company repurchased about 7.9 million Subordinate Voting Shares for $48.3 million and highlighted upcoming adult-use opportunities in Virginia and recent store openings in New Jersey and Pennsylvania.

Green Thumb Industries Inc. approved an amendment to its Amended and Restated Articles on July 9, 2026 to change the shareholder meeting quorum requirement. The threshold rises from shareholders holding at least 5% of issued voting shares to at least 33 1/3% of issued voting shares.

This change means a larger portion of shares must be represented for shareholder meetings to conduct business. The updated Amended and Restated Articles are provided as an exhibit to the company’s current report.