Form 8-K

8-K — AEye, Inc.

Accession: 0001213900-26-055184

Filed: 2026-05-12

Period: 2026-05-12

CIK: 0001818644

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Submission of Matters to a Vote of Security Holders

Documents

8-K — ea0290443-8k_aeye.htm (Primary)

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8-K — CURRENT REPORT

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

Washington,

D.C. 20549

FORM

8-K

CURRENT

REPORT

Pursuant

to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date

of Report (Date of earliest event reported): May 12, 2026

AEYE, INC.

(Exact

name of registrant as specified in its charter)

Delaware

001-39699

37-1827430

(State

or other jurisdiction

(Commission

File Number)

(IRS

Employer Identification No.)

incorporation)

4670 Willow Road, Suite 125, Pleasanton, California

94588

(Address

of principal executive offices)

(Zip

Code)

Registrant’s

telephone number, including area code: (925) 400-4366

(Former

Name or Former Address, if Changed Since Last Report)

Check

the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under

any of the following provisions:

☐ Written

communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting

material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement

communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement

communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities

registered pursuant to Section 12(b) of the Act:

Title

of each class

Trading

Symbol(s)

Name

of each exchange on which registered

Common Stock, par value $0.0001 per share

LIDR

The

Nasdaq Stock Market LLC

Warrants to purchase one share of Common Stock

LIDRW

The

Nasdaq Stock Market LLC

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405

of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging

growth company ☐

an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item

5.07. Submission of Matters to a Vote of Security Holders.

May 12, 2026, AEye, Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Meeting”).

Present in person or by proxy at the Meeting were shares of Common Stock representing 27,302,724 votes, or approximately 60.20% of the

45,345,919 shares outstanding and entitled to vote as of the record date of March 23, 2026, and which constituted a quorum.

the Meeting, the Company’s stockholders: (i) elected Matthew Fisch and Doron Simon, each to serve as a Class II director of the

Company until the 2029 Annual Meeting of Stockholders as described in Proposal One; (ii) ratified the selection of KPMG LLP as the Company’s

independent registered public accounting firm for the fiscal year ending December 31, 2026 as described in Proposal Two; (iii) approved

an increase in the number of shares of common stock issuable under our 2021 Equity Incentive Plan as described in Proposal Three; (iv)

approved, on an advisory and non-binding basis, the compensation of our named executive officers as described in Proposal Four; and (v)

approved, on an advisory and non-binding basis, the frequency of the advisory vote on executive compensation at one year as described

in Proposal Five.

The

following tables set forth the results of the voting at the Meeting.

Proposal

One – to elect two (2) Class II directors each to hold office until the Company’s 2029 Annual Meeting of Stockholders

and until his successor is duly elected and qualified, or until his earlier death, resignation, or removal:

Director Nominees

For

Withheld

Broker Non-votes

Matthew Fisch

14,311,142

1,832,242

11,159,340

Doron Simon

12,743,061

3,400,323

11,159,340

Each

of the director nominees, Matthew Fisch and Doron Simon, received the required affirmative vote of holders of a plurality of the votes

cast and, therefore, each of the Company’s nominees were elected as a Class II director to hold office until the Company’s

2029 Annual Meeting of Stockholders, and until his successor is duly elected and qualified, or until his earlier death, resignation,

or removal.

Proposal

Two – to ratify the selection of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal

year ending December 31, 2026:

For

Against

Abstain

Broker Non-votes

26,869,791

318,490

114,443

Proposal

Two required the affirmative vote of the holders of a majority of the voting power of the shares of stock present at the Meeting or represented

by proxy and entitled to vote thereon and was approved by stockholders as set forth in the table above.

Proposal

Three – to approve an increase in the number of shares of Common Stock issuable under the Company’s 2021 Equity Incentive

Plan by 6,750,000 shares:

For

Against

Abstain

Broker Non-votes

8,712,304

7,178,481

252,599

11,159,340

Proposal

Three required the affirmative vote of the holders of a majority of the voting power of the shares of stock present at the Meeting or

represented by proxy and entitled to vote thereon and was approved by stockholders as set forth in the table above.

Proposal

Four – to approve, on an advisory and non-binding basis, the compensation of the Company’s named executive officers:

For

Against

Abstain

Broker Non-votes

14,132,882

1,849,579

160,923

11,159,340

Proposal

Four required the affirmative vote of the holders of a majority of the voting power of the shares of stock present at the Meeting or

represented by proxy and entitled to vote thereon and was approved by stockholders as set forth in the table above.

Proposal

Five – to determine, on an advisory and non-binding basis, the frequency of the advisory vote on executive compensation:

One Year

Two Years

Three Years

Abstain

15,148,439

422,546

334,570

237,829

Proposal

Five required the affirmative vote of the holders of a majority of the voting power of the shares of stock present at the Meeting or

represented by proxy and entitled to vote thereon and was approved by stockholders at One Year as set forth in the table above.

SIGNATURES

Pursuant

to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by

the undersigned hereunto duly authorized.

AEye,

Inc.

Dated:

May 12, 2026

By:

/s/

Andrew S. Hughes

Andrew

S. Hughes

Executive

Vice President, General Counsel & Corporate Secretary

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