{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-25-030026","form_type":"8-K","ticker":"COHU","cik":"0000021535","company_name":"COHU INC","filed_at":"2025-09-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:45.983130+00:00","generated_at":"2026-05-17T05:29:12.227940+00:00","sec_items":["1.01","2.03","3.02","7.01","8.01","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Cohu closes $287.5M convertible notes offering at 1.50% due 2031","bullets":["Issued $287.5M principal of 1.50% convertible senior notes due Jan 15, 2031; initial purchasers' option exercised in full.","Net proceeds ~$278.9M; used $28.4M for capped call transactions, remainder for general corporate purposes.","Initial conversion price ~$27.18 per share (32.5% premium over $20.51 reference price); capped call cap at $41.02.","Capped calls expected to reduce dilution upon conversion up to stock price of $41.02 per share.","Notes are senior unsecured, redeemable after Jan 22, 2029 under certain conditions."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-25-030026","json":"https://secwatch.observer/filing/0001437749-25-030026.json","markdown":"https://secwatch.observer/filing/0001437749-25-030026.md","text":"https://secwatch.observer/filing/0001437749-25-030026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/21535/000143774925030026/0001437749-25-030026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/21535/000143774925030026/cohu20250927_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T05:29:12.227940+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":"b04e568e6da609a480ec2dbc059be0a2f34692d7","claim":"COHU INC incurred convertible notes of $287.5 million aggregate principal amount with U.S. Bank Trust Company, National Association at 1.50% per year maturing January 15, 2031.","evidence_excerpt":"On September 29, 2025, Cohu, Inc. (the “Company”) issued $287.5 million aggregate principal amount of 1.50% Convertible Senior Notes due 2031 (the “Notes”).","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/21535/000143774925030026/0001437749-25-030026-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"convertible notes"},{"label":"Principal","value":"$287.5 million aggregate principal amount"},{"label":"Counterparty","value":"U.S. Bank Trust Company, National Association"},{"label":"Rate","value":"1.50% per year"},{"label":"Maturity","value":"January 15, 2031"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"e4f0ca3d5e00966089844835501d2654d4541f9f","claim":"COHU INC issued $287.5 million aggregate principal amount of 1.50% Convertible Senior Notes due 2031 of convertible note to initial purchasers for approximately $278.9 million net proceeds.","evidence_excerpt":"of their option to purchase an additional $27.5 million aggregate principal amount of Notes. Use of Proceeds The Company’s net proceeds from this offering were approximately $278.9 million, after deducting the initial purchasers’ discounts and commissions but before estimated offering expenses. The Company used approximately $28.4 million of the net proceeds from","evidence_source":"SEC 8-K Item 3.02/3.03","evidence_url":"https://www.sec.gov/Archives/edgar/data/21535/000143774925030026/0001437749-25-030026-index.htm","confidence":0.9,"family_label":"Equity Issuances","details":[{"label":"Security","value":"convertible note"},{"label":"Shares","value":"$287.5 million aggregate principal amount of 1.50% Convertible Senior Notes due 2031"},{"label":"Purchaser","value":"initial purchasers"},{"label":"Consideration","value":"approximately $278.9 million net proceeds"}],"fact_type":"equity_issuance"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}