Conor B. Tierney - 09 Feb 2026 Form 4 Insider Report for AEye, Inc. (LIDR)

Role: Treasurer & CFO
Signature: /s/ Siraj Husain by power of attorney previously filed
Issuer symbol: LIDR
Transactions as of: 09 Feb 2026
Net transactions value: $0
Form type: 4
Filing time: 11 Feb 2026, 16:15:51 UTC
Previous filing: 17 Nov 2025
Next filing: 17 Feb 2026
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
Tierney Conor B	Treasurer & CFO	4670 WILLOW ROAD, PLEASANTON	/s/ Siraj Husain by power of attorney previously filed	11 Feb 2026	0001969819

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	LIDR	Common Stock	Award	$0	+208,713	+124%	$0.000000	377,397	09 Feb 2026	Direct	F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	LIDR	Performance Stock Units	Award	$0	+208,713		$0.000000	208,713	09 Feb 2026	Common Stock	208,713		Direct	F2, F3

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Represents restricted stock units which convert into common stock on a one-for-one basis at vesting. The Reporting Person received a restricted stock unit award which vests as to 1/4th of the total shares on the 15th day of the second month of each calendar quarter for a period of four (4) calendar quarters beginning on February 15, 2026.
F2	Each performance stock unit ("PSU") is the economic equivalent of a share of common stock and represents the right to receive one share of common stock at vesting, unless sufficient shares are not available in the Company's 2021 Equity Incentive Plan, in which case the PSUs will be settled in cash based on the 5-day trailing average closing price of the Company's stock.
F3	The PSUs will incrementally vest when the Company's closing price, as reported on NASDAQ, based on a five-day trailing average: (i) meets or exceeds $3.00 per share, as to one-third of the PSUs; (ii) meets or exceeds $4.00 per share, as to one-third of the PSUs; and (iii) meets or exceeds $5.00 per share, as to one-third of the PSUs. To the extent any PSUs have not vested by December 31, 2030, such PSUs shall be forfeited in their entirety.