Schedule 13G/A: GM Affiliates Disclose No Stake in AEye (LIDRW)

Rhea-AI Filing Summary

Reporting persons General Motors Ventures LLC, General Motors Holdings LLC and General Motors Company state they do not beneficially own any Class A common stock of AEye, Inc. The filing reports 0 shares owned by each reporting person, representing 0.0% of the class based on a 40,293,121 share count cited from the issuer's prospectus. The report also indicates the reporting entities have no sole or shared voting or dispositive power over AEye Class A common shares. The submission confirms the holders are filing to comply with Schedule 13G reporting requirements and contains certification statements attesting to the accuracy of the disclosure.

Positive

• Clear disclosure that the reporting entities hold 0 shares and 0.0% ownership of AEye Class A common stock
• Cites the issuer's outstanding share base (40,293,121 shares) used for percentage calculation, improving transparency
• Includes required certifications and authorized signatures, indicating compliance with Schedule 13G rules

Negative

• None.

Insights

Securities Analyst

TL;DR: This Schedule 13G/A discloses no beneficial ownership by GM entities, so no change in control or voting influence is reported.

The filing is straightforward: three related General Motors entities filed jointly and reported zero shares and zero percent ownership of AEye Class A common stock, using a cited outstanding share base of 40,293,121 shares. From a securities-disclosure perspective this is a routine compliance filing that clarifies the reporting group has no present economic or voting stake requiring further Schedule 13D-level disclosure. The document includes required certifications and signatures from authorized officers.

Corporate Governance Expert

TL;DR: Governance impact is neutral: the reporting entities affirm no voting or dispositive rights in AEye stock.

The filing names the parent-subsidiary relationship among the reporting entities and explicitly lists their organizational form and principal office. It confirms there are no shares subject to sole or shared voting or dispositive power. For governance monitoring, this removes GM and its affiliates from immediate consideration as influential shareholders in AEye based on this disclosure.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

AEye, Inc.

(Name of Issuer)

Class A Common Stock, $0.0001 par value per share

(Title of Class of Securities)

008183105

(CUSIP Number)

09/10/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 008183105

1

Names of Reporting Persons

General Motors Ventures LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 008183105

1

Names of Reporting Persons

General Motors Holdings LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 008183105

1

Names of Reporting Persons

General Motors Company

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: AEye, Inc.
(b)	Address of issuer's principal executive offices: 4670 Willow Road, Suite 125, Pleasanton, CA, 94588
Item 2.
(a)	Name of person filing: This statement is filed by (i) General Motors Ventures LLC ("GM Ventures"), (ii) General Motors Holdings LLC ("GM Holdings"), and (iii) General Motors Company ("GM"). The foregoing are collectively referred to herein as the "Reporting Persons." GM Ventures is a wholly owned subsidiary of GM Holdings. GM Holdings is a wholly owned subsidiary of GM.
(b)	Address or principal business office or, if none, residence: The principal office of each of GM Ventures, GM Holdings, and GM is 300 Renaissance Center, Detroit, MI 48265.
(c)	Citizenship: GM Ventures and GM Holdings are each a Delaware limited liability company. GM is a Delaware corporation.
(d)	Title of class of securities: Class A Common Stock, $0.0001 par value per share
(e)	CUSIP No.: 008183105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 0 for all Reporting Persons
(b)	Percent of class: 0% for all Reporting Persons Calculation of percentage of beneficial ownership is based on 40,293,121 shares of Common Stock outstanding as of August 15, 2025 based on the Issuer's Rule 424(b)(3) Prospectus filed with the SEC on August 15, 2025.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0 for all Reporting Persons
	(ii) Shared power to vote or to direct the vote: 0 for all Reporting Persons
	(iii) Sole power to dispose or to direct the disposition of: 0 for all Reporting Persons
	(iv) Shared power to dispose or to direct the disposition of: 0 for all Reporting Persons
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. Not Applicable
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

General Motors Ventures LLC

Signature:	/s/ Todd Miller
Name/Title:	Assistant Secretary
Date:	09/17/2025

General Motors Holdings LLC

Signature:	/s/ John S. Kim
Name/Title:	Assistant Secretary
Date:	09/17/2025

General Motors Company

Signature:	/s/ John S. Kim
Name/Title:	Assistant Corporate Secretary
Date:	09/17/2025

FAQ

Does General Motors (GM) beneficially own any AEye, Inc. (LIDRW) Class A shares?

No. The filing reports 0 shares beneficially owned by General Motors and its listed affiliates, representing 0.0% of the class.

What share count was used to calculate the ownership percentage in this Schedule 13G/A for LIDRW?

The filing uses an outstanding share base of 40,293,121 shares from the issuer's prospectus to calculate the percentage.

Do the reporting entities have voting or dispositive power over AEye shares?

No. The filing states 0 sole and 0 shared voting power and 0 sole and 0 shared dispositive power for each reporting person.

Which entities filed this Schedule 13G/A regarding AEye (LIDRW)?

The statement was filed by General Motors Ventures LLC, General Motors Holdings LLC, and General Motors Company.

Does this filing indicate an intent to influence control of AEye?

No. The filing contains a certification that the securities were not acquired and are not held for the purpose of changing or influencing control of the issuer.