BLUM HOLDINGS, INC. Enters Material Agreement

Ticker: BLMH · Form: 8-K · Filed: Sep 22, 2025 · CIK: 1996210

Blum Holdings, INC. 8-K Filing Summary
FieldDetail
CompanyBlum Holdings, INC. (BLMH)
Form Type8-K
Filed DateSep 22, 2025
Risk Levelmedium
Pages3
Reading Time3 min
Key Dollar Amounts$500,000, $20,900,000, $0.98, $0.35, $250,000
Sentimentneutral

Sentiment: neutral

Topics: material-agreement, financial-obligation

TL;DR

BLUM HOLDINGS, INC. just signed a big deal, creating new financial obligations.

AI Summary

On September 16, 2025, BLUM HOLDINGS, INC. entered into a material definitive agreement. This filing also indicates the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement for the registrant. The company is incorporated in Delaware and its principal executive offices are located in Downey, California.

Why It Matters

This filing signals a significant new agreement for BLUM HOLDINGS, INC., potentially impacting its financial obligations and future operations.

Risk Assessment

Risk Level: medium — Entering into material definitive agreements and creating new financial obligations can introduce significant financial and operational risks.

Key Numbers

Key Players & Entities

FAQ

What type of material definitive agreement did BLUM HOLDINGS, INC. enter into?

The filing states that BLUM HOLDINGS, INC. entered into a 'Material Definitive Agreement' but does not specify the exact nature of the agreement in the provided text.

What is the nature of the direct financial obligation or off-balance sheet arrangement created?

The filing indicates the creation of such an obligation, but the specific details of the financial obligation or arrangement are not provided in this excerpt.

When was the earliest event reported in this 8-K filing?

The earliest event reported was on September 16, 2025.

Where are the principal executive offices of BLUM HOLDINGS, INC. located?

The principal executive offices are located at 11516 Downey Ave., Downey, California, 90241.

What is the SEC file number for BLUM HOLDINGS, INC.?

The SEC file number for BLUM HOLDINGS, INC. is 000-56626.

Filing Stats: 816 words · 3 min read · ~3 pages · Grade level 10.1 · Accepted 2025-09-22 17:27:45

Key Financial Figures

Filing Documents

01. Entry into a Material Definitive Agreement

Item 1.01. Entry into a Material Definitive Agreement. On September 16, 2025, Blum Holdings, Inc. ("Blm" 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 Blm at a conversion price equal to 85% of a $20,900,000 pre-money valuation of Blm (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 advance payment of $500,000 received on August 11, 2025 as disclosed in the Quarterly Report on Form 10-Q for the quarter ended June 30, 2025. 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 Blm at a conversion price equal to 85% of a $20,900,000 pre-money valuation of Blm (equal to a per share price of $0.98 on a fully diluted basis). The Company shall grant to the Lender warrants to purchase u

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit Description 10.1 Form of Unsecured Promissory Note, dated September 16, 2025. 10.2 Form of Unsecured Promissory Note, dated September 17, 2025. 104 Cover Page Interactive Data File (embedded within the Inline XBRL Document). 2

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. BLUM HOLDINGS, INC. Date: September 22, 2025 By: /s/ Sabas Carrillo Sabas Carrillo Chief Executive Officer 3

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