AEye grants CFO 100,000 restricted stock units

AEye granted its CFO a one-time 100,000 RSU award tied to prior commercial achievements, vesting in full on November 15, 2026.

Rhea-AI Filing Summary

AEye, Inc. (LIDR) reported that on September 2, 2026, its Compensation Committee approved a one-time award of 100,000 restricted stock units to Chief Financial Officer Conor Tierney. The award recognizes his contributions to a commercial engagement with Lunar Outpost, Inc. and to building the company’s commercial pipeline.

The RSU grant was made under the company’s 2021 Equity Incentive Plan and its standard restricted stock unit award agreement. The RSUs vest in full on November 15, 2026, subject to Mr. Tierney’s continued service, and each vested unit will be settled in one share of AEye common stock.

8-K Event Classification

2 items: 5.02, 9.01

2 items

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

RSU Award size: 100,000 restricted stock units Vesting date: November 15, 2026 Share settlement ratio: 1 share per restricted stock unit

3 metrics

RSU Award size 100,000 restricted stock units One-time award to the Chief Financial Officer approved on September 2, 2026

Vesting date November 15, 2026 Date on which the RSU Award vests in full, subject to continued service

Share settlement ratio 1 share per restricted stock unit Each vested restricted stock unit will be settled in one share of common stock

Key Terms

restricted stock units, 2021 Equity Incentive Plan, Inline XBRL

3 terms

restricted stock units financial

"approved a one-time award of 100,000 restricted stock units (the “RSU Award”)"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

2021 Equity Incentive Plan financial

"The RSU Award was granted under, and is subject to the terms and conditions of, the Company’s 2021 Equity Incentive Plan"

Inline XBRL technical

"Cover Page Interactive Data File (formatted as Inline XBRL)"

Inline XBRL is a file format for financial filings that embeds machine-readable data tags directly inside the human-readable report, so the same document can be read by people and parsed by software. For investors it makes extracting, comparing and verifying financial numbers faster and more reliable—like a grocery list where each item also has a barcode—reducing manual errors and speeding up analysis.

FAQ

What executive compensation change did AEye, Inc. (LIDR) disclose?

AEye disclosed a one-time award of 100,000 restricted stock units to its Chief Financial Officer, Conor Tierney, recognizing his contributions to a commercial engagement with Lunar Outpost, Inc. and to building the company’s commercial pipeline.

When do the new RSUs for the AEye (LIDR) CFO vest?

The 100,000 restricted stock units granted to AEye’s CFO vest in full on November 15, 2026, provided he continues to serve the company through that date.

How will the AEye (LIDR) CFO’s RSUs be settled?

Each restricted stock unit that vests will be settled in one share of AEye, Inc. common stock, according to the terms of the award.

Under what plan was the AEye (LIDR) CFO RSU award granted?

The RSU award to AEye’s CFO was granted under the company’s 2021 Equity Incentive Plan and is subject to the company’s standard restricted stock unit award agreement under that plan.

What was the reason for the AEye (LIDR) CFO’s one-time RSU award?

The one-time RSU award recognizes Conor Tierney’s contributions to AEye’s previously announced commercial engagement with Lunar Outpost, Inc. and his work in building the company’s commercial pipeline.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/09/2026 - 04:06 PM Accepted by SEC EDGAR 09/09/2026 - 04:05 PM Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 2, 2026

AEYE, INC.

(Exact name of registrant as specified in its charter)

Delaware		001-39699		37-1827430
(State or other jurisdiction		(Commission File Number)		(IRS Employer Identification No.)
of incorporation)

4670 Willow Road, Suite 125, Pleasanton, California		94588
(Address of principal executive offices)		(Zip Code)

Registrant’s telephone number, including area code: (925) 400-4366

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐       Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐       Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) 

☐       Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐       Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, par value $0.0001 per share	LIDR	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

(e) On September 2, 2026, the Compensation Committee of the Board of Directors of AEye, Inc. (the “Company”) approved a one-time award of 100,000 restricted stock units (the “RSU Award”) to Conor Tierney, the Company’s Chief Financial Officer, in recognition of Mr. Tierney’s contributions in connection with the Company’s previously announced commercial engagement with Lunar Outpost, Inc. and in building the Company’s commercial pipeline. The RSU Award was granted under, and is subject to the terms and conditions of, the Company’s 2021 Equity Incentive Plan (the “Plan”) and the Company’s form of restricted stock unit award agreement under the Plan (the “Award Agreement”).

The RSU Award will vest in full on November 15, 2026, subject to Mr. Tierney’s continued service to the Company through such date. Each restricted stock unit that vests will be settled in one share of the Company’s common stock. The foregoing description of the RSU Award does not purport to be complete and is qualified in its entirety by reference to the full text of the Plan and the form of Award Agreement, each of which has been previously filed with the Securities and Exchange Commission.

Item 9.01. Financial Statements and Exhibits.

(d)       Exhibits.

	Exhibit Number	Description
	104	Cover Page Interactive Data File (formatted as Inline XBRL).

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.

		AEye, Inc.
Dated: September 9, 2026
		By:	/s/ Siraj Husain
			Siraj Husain
			Vice President and General Counsel

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL SCHEMA FILE 2.9 KB
• EX-101 XBRL LABEL FILE 33.4 KB
• EX-101 XBRL PRESENTATION FILE 21.8 KB