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Lumentum Holdings (LITE) director Ian Small receives 108 RSUs

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Small Ian reported acquisition or exercise transactions in this Form 4 filing.

Lumentum Holdings Inc. director Ian Small received a grant of 108 restricted stock units (RSUs) on July 15, 2026, each representing the right to receive one future share of common stock. The RSUs vest 100% on July 15, 2027, contingent on continued service, and were granted in lieu of his annual cash retainer under the non-employee director compensation program. Following this grant, he holds 21,116 common shares directly.

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Insider Small Ian
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 108 $0.00 --
Holdings After Transaction: Common Stock — 21,116 shares (Direct)
Footnotes (1)
  1. [object Object]
RSUs granted 108 shares Restricted stock units granted to Ian Small on July 15, 2026
Shares owned after grant 21,116 shares Total direct common shares following the RSU grant
Vesting date July 15, 2027 100% of the RSUs vest on this date if service continues
Grant price per share $0.0000 per share RSUs granted at no cash cost to the director
restricted stock unit (RSU) financial
"Each share is represented by a restricted stock unit (RSU)."
A restricted stock unit (RSU) is a promise from a company to give an employee company shares (or cash equal to their value) at a future date if certain conditions are met, such as staying with the company or hitting performance targets. For investors, RSUs matter because when they convert into actual shares they increase the number of shares available and can create selling pressure as employees cash out—think of them as a future paycheck paid in company stock.
Equity Incentive Plan financial
"under the Issuer's 2025 Equity Incentive Plan."
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
non-employee directors financial
"under the Issuer's compensation program for non-employee directors."
Non-employee directors are board members who do not work for the company as salaried employees and usually do not hold day-to-day management roles. They act like outside referees or independent coaches, providing oversight, asking tough questions, and protecting shareholders’ interests; investors care because these directors help ensure management is accountable, reduce conflicts of interest, and influence decisions that affect company strategy and long-term value.
annual cash retainer financial
"granted to the Reporting Person in lieu of the annual cash retainer,"
Service Provider financial
"subject to the Reporting Person continuing through such date as a Service Provider,"

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

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FAQ

What did Lumentum (LITE) director Ian Small report in this Form 4?

Ian Small reported receiving a grant of 108 restricted stock units (RSUs) from Lumentum on July 15, 2026. These RSUs convert into common shares upon vesting, were taken instead of his annual cash retainer, and brought his direct holdings to 21,116 Lumentum shares.

How many RSUs did Ian Small receive from Lumentum (LITE)?

He received 108 RSUs, each representing the right to receive one share of Lumentum common stock after vesting. The grant was made under the company’s compensation program for non-employee directors and was elected in lieu of his usual annual cash retainer.

When will Ian Small's Lumentum (LITE) RSUs vest?

All 108 RSUs are scheduled to vest 100% on July 15, 2027, provided Ian Small continues as a Service Provider under Lumentum’s 2025 Equity Incentive Plan. Once vested, each unit delivers one share of common stock.

Why were these Lumentum (LITE) RSUs granted to Ian Small?

The RSUs were granted under Lumentum’s compensation program for non-employee directors in lieu of the annual cash retainer. Ian Small elected to receive equity rather than cash, as permitted by the program’s design for non-employee director compensation.

How many Lumentum (LITE) shares does Ian Small own after this grant?

After the RSU grant, Ian Small directly holds 21,116 shares of Lumentum common stock. This total reflects his direct ownership immediately following the award of 108 restricted stock units reported in the Form 4.

Are Ian Small’s Lumentum (LITE) RSUs subject to conditions?

Yes. Vesting of the 108 RSUs requires that Ian Small continue through July 15, 2027 as a Service Provider under Lumentum’s 2025 Equity Incentive Plan. If this condition is met, each unit will deliver one share of common stock.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Small Ian

(Last)(First)(Middle)
C/O LUMENTUM HOLDINGS INC.,
1001 RIDDER PARK DRIVE

(Street)
SAN JOSE CALIFORNIA 95131

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Lumentum Holdings Inc. [ LITE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/15/2026A108(1)A$021,116D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Each share is represented by a restricted stock unit (RSU). Each RSU represents the contingent right to receive, following vesting, one share of Common Stock of the Issuer. 100% of the RSUs shall vest on July 15, 2027, subject to the Reporting Person continuing through such date as a Service Provider, as defined under the Issuer's 2025 Equity Incentive Plan. The RSUs were granted to the Reporting Person in lieu of the annual cash retainer, at the election of the Reporting Person, under the Issuer's compensation program for non-employee directors.
/s/ Jae Kim as Attorney-in-Fact07/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)