8-KFiled Sep 8, 8:00 PM ET

AEye, Inc. Grants CFO 100,000 RSUs for Lunar Outpost Work

$LIDR · AEye, Inc.

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AEye, Inc. Grants CFO 100,000 RSUs for Lunar Outpost Work

What Happened

  • AEye, Inc. announced that on September 2, 2026 its Compensation Committee approved a one-time grant of 100,000 restricted stock units (RSUs) to Chief Financial Officer Conor Tierney.
  • The grant was made in recognition of Mr. Tierney’s contributions related to the company’s commercial engagement with Lunar Outpost, Inc. and for building AEye’s commercial pipeline. The RSUs were granted under AEye’s 2021 Equity Incentive Plan.

Key Details

  • RSU amount: 100,000 restricted stock units.
  • Approval date: September 2, 2026; vesting date: November 15, 2026 (vests in full subject to continued service through that date).
  • Settlement: each vested RSU will be settled in one share of AEye common stock.
  • Plan/Agreement: governed by the company’s 2021 Equity Incentive Plan and standard RSU award agreement.

Why It Matters

  • For investors, this is an executive compensation action tying a significant one-time equity award to commercial progress (specifically the Lunar Outpost engagement). If the RSUs vest and are settled in shares, the award will increase outstanding share count by up to 100,000 shares, causing modest dilution. The grant signals the company is using equity rewards to retain and recognize senior management involved in business development.