LIDRW AEye, Inc.

NEUTRAL Impact: 2/10 8-K
Horizon weeks Filed Jun 3, 2026 Processed 11d 11h ago SEC 0001213900-26-064835
8-K context-dependent: Items 5.02
Latest settled — T+1d
LIDRW ▲ 0.00% at T+1d
NEUTRAL call ✗ call lost 0.00% · α vs SPY +2.60% · entry $0.0280 → $0.0280
Next anchor: T+5d due 5d ago
Last close $0.0220 (close Jun 12) · -21.43% from $0.0280 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
0.00%
call 0.00% · α +2.60%
$0.0280
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

AEye, Inc. filed an 8-K disclosing that its Compensation Committee adopted an amended change-in-control severance agreement for CFO Conor Tierney, adding severance benefits (12 months' base salary plus health coverage) for unilateral terminations outside a change-in-control context. This is a routine compensation arrangement with no departure or financial impact.

Actionable Insight

Routine compensation arrangement — no trading signal for LIDR or LIDRW. Monitor future filings for any operational developments or capital structure changes at this micro-cap company.

Key Facts

  • Compensation Committee approved amended severance agreement on June 1, 2026
  • CFO Conor Tierney eligible for 12 months base salary plus health coverage upon unilateral termination (voluntary for good reason or involuntary without cause, outside change-in-control)
  • No material modification to change-in-control severance benefits
  • No officer departures, appointments, or financial data disclosed
  • Market cap of common stock is ~$1M; LIDRW are warrants

Financial Impact

No material financial impact — severance terms for a single officer at a micro-cap company

Risk Factors

  • Micro-cap with ~$1M market cap carries inherent liquidity and going-concern risk
  • Warrant instruments (LIDRW) are highly volatile and sensitive to common stock movements

Market Snapshot

Exchange
Nasdaq
Sector
Motor Vehicle Parts & Accessories

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-064835
Document: 0001213900-26-064835-index-headers.html0001213900-26-064835
Document: 0001213900-26-064835-index.html0001213900-26-064835
Document: 0001213900-26-064835.txt0001213900-26-064835
3 reports for LIDRW
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Reports for LIDRW — sortable, filterable
Type Now
Jun 3, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$0.0280 $0.0280· 0.00%▲ +2.60%$0.0220 (−21.43%)
May 19, 2026
26d ago
S-3
NEUTRAL ★ 3/10
$0.0300 $0.0280▼ −6.67%▼ −6.86%$0.0220 (−26.67%)
May 15, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$0.0310 $0.0280▼ −9.68%▼ −9.03%$0.0220 (−29.03%)
Showing 3 of 3

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