Luminar Technologies Reports Material Agreement & Officer Changes

Ticker: LAZRQ · Form: 8-K · Filed: Dec 8, 2025 · CIK: 1758057

Sentiment: neutral

Topics: material-agreement, management-change, corporate-governance

TL;DR

Luminar signed a big deal and shook up its board/exec team. Big changes coming.

AI Summary

Luminar Technologies, Inc. filed an 8-K on December 8, 2025, reporting a material definitive agreement and changes in its board and officer composition. The filing also includes financial statements and exhibits, with the earliest reported event date being December 3, 2025. The company is incorporated in Delaware and its principal executive offices are located in Orlando, Florida.

Why It Matters

This filing indicates significant corporate actions, including a new material agreement and potential shifts in leadership, which could impact the company's strategic direction and operational execution.

Risk Assessment

Risk Level: medium — Material definitive agreements and changes in officers/directors can signal significant strategic shifts or internal challenges that may affect future performance.

Key Numbers

Key Players & Entities

FAQ

What is the nature of the material definitive agreement reported?

The filing indicates an 'Entry into a Material Definitive Agreement' as an item of disclosure, but the specific details of the agreement are not provided in this excerpt.

What specific changes occurred regarding directors or officers?

The filing lists 'Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers' as an item of disclosure, indicating changes in leadership roles.

When was the earliest event reported in this 8-K filing?

The earliest event reported in this filing occurred on December 3, 2025.

What is Luminar Technologies, Inc.'s state of incorporation?

Luminar Technologies, Inc. is incorporated in Delaware.

Where are Luminar Technologies, Inc.'s principal executive offices located?

The principal executive offices of Luminar Technologies, Inc. are located at 2603 Discovery Drive, Suite 100, Orlando, Florida 32826.

Filing Stats: 1,362 words · 5 min read · ~5 pages · Grade level 15.3 · Accepted 2025-12-08 09:00:58

Key Financial Figures

Filing Documents

01

Item 1.01 Entry into a Material Definitive Agreement. As previously reported on Current Reports on Form 8-K filed with the Securities and Exchange Commission (the " SEC ") on October 31, 2025, November 7, 2025, November 13, 2025 and November 26, 2025 (the " Prior Form 8-Ks "), Luminar Technologies, Inc. (the " Company ") entered into: (i) forbearance agreements, effective as of October 30, 2025 (the " First Forbearance Agreements "), with an ad hoc group of holders (the " Initial Forbearing Noteholders ") of the Company's Floating Rate Senior Secured Notes due 2028 (the " 1L Notes ") and 9.0% Convertible Second Lien Senior Secured Notes due 2030 and 11.5% Convertible Second Lien Senior Secured Notes due 2030 (collectively, the " 2L Notes "), as applicable, beneficially owning, collectively, approximately 94.5% of the 1L Notes and approximately 89% of the 2L Notes; (ii) forbearance agreements, effective as of November 6, 2025 (the " Second Forbearance Agreements "), with an ad hoc group of holders (the " Extending Noteholders ") of the 1L Notes and 2L Notes, as applicable, beneficially owning, collectively, approximately 91.3% of the 1L Notes and approximately 85.8% of the 2L Notes; (iii) forbearance agreements, effective as of November 12, 2025 (the " Third Forbearance Agreements "), with the Extending Noteholders; and (iv) forbearance agreements, effective as of November 25, 2025 (the " Fourth Forbearance Agreements " and, together with the First Forbearance Agreements, Second Forbearance Agreements and Third Forbearance Agreements, the " Initial Forbearance Agreements "), with the Extending Noteholders. All defined terms used in this Current Report on Form 8-K that are not otherwise defined herein have the meanings ascribed to such terms in the Prior Form 8-Ks. Default arising from the Company's failure t

Financial Statements and Exhibits

Financial Statements and Exhibits (d) Exhibits Exhibit Number Description 10.1 Forbearance Agreement, dated as of December 7, 2025, by and among Luminar Technologies, Inc., the Subsidiary Guarantors party hereto, and each holder or beneficial owner of Floating Rate First Lien Senior Secured Notes due 2028 party thereto. 10.2 Forbearance Agreement, dated as of December 7, 2025, by and among Luminar Technologies, Inc., the Subsidiary Guarantors party hereto, and each holder or beneficial owner of 9.0% Convertible Second Lien Senior Secured Notes due 2030 and 11.5% Convertible Second Lien Senior Secured Notes due 2030 party thereto. 104 Cover page interactive data file formatted in Inline XBRL. 4

SIGNATURES

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. Date: December 8, 2025 Luminar Technologies, Inc. By: /s/ Alexander Fishkin Name: Alexander Fishkin Title: Chief Legal Officer 5

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