Luminar Technologies, Inc./DE 8-K

What Happened
Luminar Technologies, Inc. and certain subsidiaries (the “Debtors”) filed an amended Chapter 11 Plan of Liquidation and a related Disclosure Statement with the U.S. Bankruptcy Court for the Southern District of Texas on January 29, 2026. The Amended Plan proposes liquidation of the Debtors’ remaining assets and distribution of proceeds to stakeholders. On January 30, 2026 the Debtors also filed Monthly Operating Reports (MORs) covering performance through December 31, 2025. The Chapter 11 cases are jointly administered under Case No. 25-90807 (CML).

Key Details

• Bankruptcy petitions were originally filed on December 15, 2025 and December 31, 2025 (as applicable).
• Amended Chapter 11 Plan of Liquidation and Disclosure Statement were filed with the Bankruptcy Court on January 29, 2026.
• Monthly Operating Report for the period through December 31, 2025 was filed on January 30, 2026.
• The Disclosure Statement has not been approved by the Bankruptcy Court; bankruptcy rules prevent solicitation of votes on the plan until the Disclosure Statement is approved. Documents and updates are available at the Debtors’ claims agent site: https://omniagentsolutions.com/Luminar.

Why It Matters
Filing an amended plan that contemplates liquidation is a material development: it signals the company intends to wind down and distribute remaining value to creditors and other stakeholders rather than continue as a going concern under the current structure. For investors, these proceedings directly affect the value and treatment of equity and creditor claims. The plan and disclosure statement may change, and court approval is required before creditors are solicited to vote; shareholders should review the filings and monitor Bankruptcy Court orders and the Debtors’ investor communications for updates.