{"schema_version":"secwatch.filing_event.v1","accession":"0001609151-26-000111","form_type":"8-K","ticker":"WEAV","cik":"0001609151","company_name":"Weave Communications, Inc.","filed_at":"2026-10-13T20:06:56+00:00","discovered_at":"2026-10-13T20:08:00.262269+00:00","generated_at":"2026-10-13T20:08:09.711521+00:00","sec_items":["8.01"],"event_type":"litigation","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"Weave hit with two merger suits and 13 demand letters; supplements proxy valuation disclosures","bullets":["Two stockholder suits filed Sept 29, 2026 in NY Supreme Court (Johnson v. Weave; Clark v. Weave) seek to enjoin the merger over alleged proxy disclosure deficiencies; 13 demand letters received.","Weave denies merit but voluntarily supplements its Sept 25, 2026 proxy; special meeting on the Francisco Partners deal remains set for Oct 22, 2026 at 10:00 a.m. ET.","Jefferies DCF implies $6.25-$8.08/share (11.0-12.0% discount rate, 4.0-5.0% perpetuity growth); precedent transactions imply $6.60-$9.51/share.","Management projections disclosed: 2026E revenue $279.6M, 2027E revenue $328.1M, 2027E Adjusted EBITDA $30.5M; NOL carryforwards estimated at $227.5M.","LTM revenue $257.8M as of June 30, 2026; net cash $64.0M (cash and short-term investments $78.5M less $14.5M finance leases); 87.9M fully diluted shares."],"urls":{"canonical":"https://secwatch.observer/filing/0001609151-26-000111","json":"https://secwatch.observer/filing/0001609151-26-000111.json","markdown":"https://secwatch.observer/filing/0001609151-26-000111.md","text":"https://secwatch.observer/filing/0001609151-26-000111.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1609151/000160915126000111/0001609151-26-000111-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1609151/000160915126000111/weav-20261013.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-13T20:08:09.711521+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}