AEye, Inc. — Director's Dealing 2026

Feb 11, 2026

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: AEye, Inc. (LIDR)
CIK: 0001818644
Period of Report: 2026-02-09

Reporting Person: Tierney Conor B (Treasurer & CFO)

Non-Derivative Transactions

Date	Security	Code	Shares	Price	A/D	Holdings After	Ownership
2026-02-09	Common Stock	A	208713	—	Acquired	377397	Direct

Derivative Transactions

Date	Security	Exercise Price	Code	Shares	A/D	Expiration	Underlying	Ownership
2026-02-09	Performance Stock Units	$	A	208713	Acquired	2030-12-31	Common Stock (208713)	Direct

Footnotes

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.