---
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"
generated_at: "2026-10-13T20:08:09.711521+00:00"
event_type: "litigation"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Weave hit with two merger suits and 13 demand letters; supplements proxy valuation disclosures

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: litigation
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 8.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001609151-26-000111
- JSON: https://secwatch.observer/filing/0001609151-26-000111.json
- Plain text: https://secwatch.observer/filing/0001609151-26-000111.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.