Nlight SEC Filings

Needham-related investment vehicles and George A. Needham report aggregate holdings in nLIGHT, Inc. The filing shows Needham Investment Management L.L.C. and Needham Asset Management, LLC each report beneficial ownership of 1,837,740 shares (3.7% of the class). Needham Aggressive Growth Fund holds 1,525,000 shares (3.1%), Needham Small Cap Growth Fund holds 150,000 shares (0.3%), Needham Contrarian (QP) Fund holds 35,965 shares (0.1%), and Needham Emerging Growth Partners holds 126,775 shares (0.3%). Needham Growth Fund reports zero shares.

The reported positions reflect shared voting and dispositive power (no sole voting or dispositive power) and the filing states the securities are held by advisory clients of Needham Investment Management L.L.C., with no advisory client deemed to beneficially own more than 5% of the class. The filing also includes a certification that the holdings were acquired in the ordinary course of business and not to influence control of the issuer.

Senvest Management, LLC and Richard Mashaal filed an amended Schedule 13G reporting beneficial ownership of nLIGHT, Inc. common stock. The filing shows the Reporting Persons beneficially own 1,810,257 shares, representing 3.7% of the class, calculated using 49,439,471 shares outstanding as of May 6, 2025. The reported shares are held in accounts for Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP.

The statement discloses that Senvest Management may be deemed to beneficially own the securities as investment manager and that Mr. Mashaal may be deemed to beneficially own them as the managing member. The filing includes a certification that the securities were not acquired to change or influence control of the issuer. Signatures are dated 08/11/2025.

nLIGHT, Inc. (NASDAQ: LASR) — Quarterly highlights from Form 10-Q for period ended June 30, 2025.

Revenues for the six months ended June 30, 2025 were $113.403 million, up from $95.038 million year-ago. Net loss improved to $11.684 million versus $25.495 million in the prior-year period. Cash, cash equivalents, and restricted cash totaled $79.073 million and marketable securities were $34.888 million as of June 30, 2025. Total assets were $295.254 million and total liabilities $79.253 million.

The company drew $20.0 million on its $40.0 million revolving line of credit and had $20.0 million outstanding at period end, remaining in compliance with covenants. Revenue growth was driven primarily by the Aerospace and Defense end market and the Laser Products segment. Material concentration: the U.S. Government represented 37% of six-month revenue and one customer represented 30% of net receivables.

nLIGHT, Inc. (LASR) Form 4 – insider equity award

Chief Accounting Officer James Nias reported the acquisition of 8,000 restricted stock units (RSUs) on 05-Aug-2025 (Transaction Code A). The RSUs were issued at $0 cost; 100% of the award will vest on 14-Aug-2025, subject to continuous service, after the Compensation Committee certified that performance conditions were met.

Following the grant, Nias’ total direct beneficial ownership rises to 74,195 shares/RSUs. No shares were sold and there were no derivative transactions disclosed. The filing signals retention alignment but is immaterial to LASR’s share count and does not affect financial guidance.

On 05 Aug 2025, nLIGHT, Inc. (LASR) filed a Form 4 reporting that Chief Financial Officer Joseph J. Corso was granted 85,000 restricted stock units (RSUs) at $0 cost. The Compensation Committee certified achievement of the performance conditions on the same date, and all RSUs will vest on 14 Aug 2025, contingent on continued service.

No shares were sold or otherwise disposed of, and the filing lists no derivative security activity. After the grant, Corso’s total direct beneficial ownership rose to 251,362 shares, which includes unvested RSUs. The transaction represents routine, performance-linked equity compensation designed to align executive and shareholder interests without signaling open-market buying or selling.

Form 4 for nLIGHT (LASR) filed 08/07/2025 details CEO & President Scott H. Keeney’s receipt of 233,334 restricted stock units (RSUs).

The RSUs were subject to performance- and service-based conditions. On 08/05/2025 the Compensation Committee certified that all performance targets were achieved, so 100 % of the award will vest on 08/14/2025, provided Keeney remains employed. The grant required no cash outlay (price $0).

• Transaction code: A (award/grant).
• Shares acquired: 233,334 RSUs.
• Total beneficial ownership after grant: 1,439,874 shares (common + unvested RSUs).

The transaction is a non-open-market equity award intended to align executive incentives; it entails negligible immediate cash impact but will add modest dilution when the RSUs settle.

On June 26, 2025, nLIGHT, Inc. (ticker LASR) President & CEO Scott H. Keeney filed a Form 4 disclosing the sale of 33,682 common shares at a weighted-average price of $19.53 per share. The disposition was executed under a Rule 10b5-1 trading plan adopted on June 12, 2024, reducing potential concerns about opportunistic timing. Following the transaction, Keeney’s direct beneficial ownership stands at 1,206,540 shares, which includes unvested restricted stock units. No derivative security transactions were reported.

The sale represents roughly 2.8% of the executive’s reported holdings, leaving him with a sizeable equity stake that continues to align his interests with shareholders. While insider sales can be interpreted as a cautionary signal, the modest scale relative to total ownership and the pre-arranged nature of the plan suggest limited fundamental impact on nLIGHT’s outlook.