Every 8-K that GREEN THUMB INDUS SUB VTG (GTBIF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GTBIF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GTBIF filings page.
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. 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.
Green Thumb Industries Inc. held its 2026 Annual and Special Meeting of Shareholders, where investors approved several governance items and routine business matters. Shareholders set the board size at seven directors and elected all seven nominees to serve until the 2027 annual general meeting.
They approved, on an advisory basis, the compensation of the named executive officers and ratified Baker Tilly US, LLP as the Company’s auditors, authorizing the board to set their remuneration and engagement terms. Shareholders also approved an amendment to the Amended and Restated Articles that changes the automatic conversion trigger for Super Voting Shares held by an Initial Holder from 50% to 25% of the original number of such shares.
Green Thumb Industries Inc. reported first quarter 2026 revenue of $300.2 million, up 7.4% from a year earlier, with GAAP net income of $15.4 million or $0.07 per basic and diluted share. Gross margin was 47.9% and Normalized EBITDA reached $93.5 million, or 31.2% of revenue.
Growth was driven by retail sales, including the September 2025 launch of adult-use sales in Minnesota and strength in Connecticut and Florida, partially offset by price compression and competition. Cash flow from operations was $76.0 million and cash totaled $344.5 million. The company repurchased about 6.0 million shares in the quarter and 29.0 million overall since September 2023, and highlighted benefits from U.S. federal rescheduling of medical cannabis and a conditional Texas license award.
Green Thumb Industries Inc. amended its brand licensing agreements with RYTHM, Inc. subsidiaries, shifting from sales-based royalties to fixed annual cash fees. Effective April 1, 2026, GTI Core will pay $64.0 million per year for several RYTHM consumer brands and $6.0 million per year for the incredibles brand, both in monthly installments.
These fees are subject to annual Consumer Price Index-based increases, capped at a 10% year-over-year rise under the described license amendments. Green Thumb indirectly owns about 33% of RYTHM’s common stock, making the arrangements related-party transactions. The amendments follow discussions with Nasdaq staff to support RYTHM’s listing standard compliance regarding revenue from the U.S. cannabis industry.
Green Thumb Industries reported record fourth-quarter 2025 revenue of $311.1 million, up 5.7% year over year, and full-year revenue of $1.2 billion, up 3.4%. Fourth-quarter GAAP net income rose to $83.2 million, or $0.36 per basic share, helped by favorable fair value adjustments on related party warrants.
For 2025, GAAP net income was $114.2 million, or $0.49 per basic share, while normalized EBITDA reached $348.4 million, or 29.6% of revenue. Gross margins compressed as full-year gross profit margin declined to 48.9% from 52.9% in 2024, reflecting price pressure and competition.
The company ended 2025 with $274.3 million in cash and $244.9 million of total debt, including $142.5 million of senior debt, and subsequently increased its credit facility by $50 million. It repurchased approximately 7.7 million Subordinate Voting Shares for $38.9 million during 2025 and 15.5 million shares for $121.8 million since September 2023. Management expects first-quarter 2026 revenue to decline sequentially by a mid-single-digit percentage due to pricing pressure and seasonality.
Green Thumb Industries Inc. announced that its subsidiary GTI23, Inc. entered into Amendment No. 1 to its existing credit agreement with Valley National Bank and other lenders. Under this amendment, the subsidiary incurred an additional $50 million of term loans that rank equally with its existing term loans and share the same terms, except as otherwise specified in the credit agreement.
The company plans to use the net proceeds to cover costs and fees related to the amendment and to fund potential strategic investments and working capital needs. A copy of the amendment is filed as an exhibit, and the company also issued a press release describing the financing update.
Green Thumb Industries Inc. (GTBIF) furnished an 8-K noting it issued a press release announcing financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Per General Instruction B.2, the information in this report, including Exhibit 99.1, is furnished, not filed, and is not subject to liabilities under Section 18 of the Exchange Act or incorporated by reference except as expressly stated.