{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-25-043420","form_type":"8-K","ticker":null,"cik":"0001758057","company_name":"Luminar Technologies, Inc./DE","filed_at":"2025-11-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.352038+00:00","generated_at":"2026-05-16T16:32:16.213981+00:00","sec_items":["1.01","9.01"],"event_type":"other_material","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Luminar enters fourth forbearance with noteholders; appoints CRO","bullets":["Fourth Forbearance Agreements extend forbearance to Dec 2, 2025 (possible to Dec 7).","Company failed to make Nov 15 interest payments on 1L Notes; grace period not yet expired.","Appointed Robin Chu of Portage Point Partners as Chief Restructuring Officer.","Minimum liquidity covenant of $30M imposed; weekly cash flow reporting required.","Parties to negotiate in good faith on a holistic restructuring transaction."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-25-043420","json":"https://secwatch.observer/filing/0001140361-25-043420.json","markdown":"https://secwatch.observer/filing/0001140361-25-043420.md","text":"https://secwatch.observer/filing/0001140361-25-043420.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/0001140361-25-043420-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/ef20060047_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T16:32:16.213981+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6cfe81672a5f7f53eed08c0c47aea9c37861208a","claim":"Luminar Technologies, Inc./DE entered into Third Forbearance Agreements with Extending Noteholders (effective 2025-11-12).","evidence_excerpt":"(iii) forbearance agreements, effective as of November 12, 2025 (the “ Third Forbearance Agreements ” and, together with the First Forbearance Agreements and Second Forbearance Agreements, the “ Initial Forbearance Agreements ”), with the Extending Noteholders.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/0001140361-25-043420-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Extending Noteholders"},{"label":"Effective","value":"2025-11-12"}],"fact_type":"material_agreement"},{"claim_id":"86ebcb4589c73e0e14f88ef3c212e944fd207d17","claim":"Luminar Technologies, Inc./DE entered into Fourth Forbearance Agreements with Extending Noteholders (effective 2025-11-25).","evidence_excerpt":"On November 25, 2025, the Company and the Extending Noteholders entered into new forbearance agreements (the “ Fourth Forbearance Agreements ”; and together with the Initial Forbearance Agreements, the “ Forbearance Agreements ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/0001140361-25-043420-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Extending Noteholders"},{"label":"Effective","value":"2025-11-25"}],"fact_type":"material_agreement"},{"claim_id":"c820afbb10b70c440093c252697a97785218c318","claim":"Luminar Technologies, Inc./DE entered into First Forbearance Agreements with Initial Forbearing Noteholders (effective 2025-10-30).","evidence_excerpt":"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 ”)","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/0001140361-25-043420-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"Initial Forbearing Noteholders"},{"label":"Effective","value":"2025-10-30"}],"fact_type":"material_agreement"},{"claim_id":"f9dcb74f715437e28cba99965531eb522ac0a77c","claim":"Luminar Technologies, Inc./DE entered into Second Forbearance Agreements with Extending Noteholders (effective 2025-11-06).","evidence_excerpt":"(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","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758057/000114036125043420/0001140361-25-043420-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Extending Noteholders"},{"label":"Effective","value":"2025-11-06"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}