💼 Board Member Compensation: Still Undisclosed

Overview: The Real Disclosure Problem

Key Issue: Board members Stefan Safko and Scott Harvey received employment agreements and RSUs as closing conditions (APA §7.2(e)), but the amounts have NEVER been disclosed—not to stockholders before the vote, and not in SEC filings afterward. This is the core disclosure violation.
⚠️ What This Section Is NOT About:
This is NOT a complaint about India employees receiving $700K in stock awards. Those employees deserved their compensation, and Luminar eventually disclosed it in SEC filings (though 8 months after the stockholder vote). The $700K employee awards are documented and not the legal issue.

What This Section IS About: Using the documented $700K employee awards as proof that Luminar knew how to disclose stock compensation—but chose NOT to disclose what board members Stefan Safko and Scott Harvey received, despite their fiduciary duties to all stockholders.

Context: The $700K India Employee Awards (Documented, Not the Complaint)

Luminar DID eventually disclose $700K in "Solfice Awards" to India employees in their February 2023 SEC filings. Fidelity brokerage statements confirm these grants went to approximately 9 Civil Maps India employees:

Fidelity Stock Plan Account Statement
Account Holder: [India Employee - Name Redacted]
Employer: Luminar Technology Services (India) Private Limited
Location: Hyderabad, India

Luminar Restricted Stock Units Grant:
• RSUs Granted: 15,351 shares
• Grant Value: $75,987.45
• Vesting: Time-based, over multiple years

This represents just one employee among approximately 9 Civil Maps India team members who received similar grants. The RSUs were granted as "Luminar Restricted Units" tied to the acquisition.

Important: The $700K India employee compensation is NOT the complaint. These employees earned their compensation, and Luminar eventually disclosed it (albeit 8 months late). This data is presented solely to establish that Luminar KNEW HOW to disclose stock-based compensation when they chose to.

SEC Disclosure: $700K "Solfice Awards" - Disclosed AFTER the Vote

Luminar 2022 Form 10-K (Filed February 28, 2023)
Note 16 - Stock-Based Compensation:

"Solfice Awards: The Company owes up to $0.7 million in compensation related to certain service and performance conditions. As of December 31, 2022, it is probable that the conditions will be met, and as a result, the Company recorded $0.4 million in stock-based compensation expense through December 31, 2022."

Source: 2022 Form 10-K, page F-56
⚠️ Note on Timing:
Stockholder Vote: June 2022
SEC Disclosure of $700K "Solfice Awards": February 2023 (8 months later)
• These performance-based awards were not closing conditions and separate from the undisclosed Scott Harvey and Stefan Safko employment agreements

Mapping the $700K to India Employees

The Fidelity statement evidence for a documented India employee provides the key to understanding where the $700K went:

Data Point Amount Source
Total "Solfice Awards" $700,000 SEC 10-K disclosure (Feb 2023)
Documented Employee Grant $75,987 Fidelity statement (15,351 RSUs)
Number of India Employees ~9 employees $700,000 ÷ $76,000 ≈ 9
Conclusion The $700K "Solfice Awards" was allocated to ~9 Civil Maps India employees

This evidence indicates that approximately 9 Civil Maps India employees at Luminar Technology Services (India) Private Limited in Hyderabad received RSU grants averaging ~$76K each. This represents a smaller, likely more senior segment of the India engineering team.

U.S. Management Compensation: Compensation for U.S.-based Civil Maps executives and management (if any) is unknown and remains subject to discovery through the §220 books and records demand. No estimates are provided as this information must be disclosed through proper legal channels.

Nasdaq Listing Rule 5635(c)(4): Inducement Grants

Luminar likely granted these RSUs as "inducement awards" under Nasdaq Listing Rule 5635(c)(4), which allows companies to grant equity compensation to new employees as a material inducement to join the company, without obtaining Luminar stockholder approval.

Key Point: These $0.7M performance-based employee awards were:

The real disclosure problem is Scott Harvey and Stefan Safko's employment agreements, which WERE closing conditions under APA §7.2(e) and remain completely undisclosed.

Timeline: When Were These Grants Made?

The Fidelity statement for the documented India employee shows:

These RSUs were granted several months after the acquisition closed as performance-based compensation at Luminar, not as part of the transaction itself.

Key Management Flying Under the Radar

⚠️ The Critical Disclosure Gap: While the $0.7M "Solfice Awards" to India employees were eventually disclosed in SEC filings (as performance-based awards at Luminar, NOT closing conditions), the employment agreements for Scott Harvey and Stefan Safko—which WERE closing conditions under APA §7.2(e)—have NEVER been disclosed to stockholders or in any SEC filing.
Critical Distinction:

Why Scott and Stefan's Undisclosed Agreements Matter:

The Real Problem: Scott Harvey & Stefan Safko's Undisclosed Compensation

Still Unknown to This Day:
Scott Harvey (Board Director) - Employment agreement + RSUs = AMOUNT UNKNOWN
Stefan Safko (Board Director) - Employment agreement + RSUs = AMOUNT UNKNOWN

Both were listed as closing conditions in APA §7.2(e), but the compensation amounts have NEVER been disclosed—not to stockholders before the vote in June 2022, and not in any SEC filing since.

The Disclosure Double Standard:

Recipient Amount Closing Condition? Disclosed to SEC? Disclosed to Stockholders?
India Employees (~9 people) $700,000 No (performance-based) Yes (Feb 2023) No (voted June 2022)
Scott Harvey (Board Director) UNKNOWN Yes (APA §7.2(e)) NO NO
Stefan Safko (Board Director) UNKNOWN Yes (APA §7.2(e)) NO NO

Why This Matters: Luminar disclosed performance-based employee awards (eventually), but they have NEVER disclosed the employment agreements for Scott Harvey and Stefan Safko that were mandatory closing conditions of the transaction. Despite having fiduciary duties to all stockholders and voting on a transaction where they received personal benefits, Scott and Stefan's compensation remains completely hidden.

Legal Implications of Undisclosed Board Member Compensation

Corwin Impact: Board members receiving undisclosed compensation while voting on the transaction creates an interested party vote. The failure to disclose board member compensation makes the stockholder vote "not fully informed," defeating any Corwin cleansing effect.

The failure to disclose board member stock compensation:

What the §220 Books and Records Demand Seeks

The inspection demand seeks to uncover what Luminar has refused to disclose:

Bottom Line: Luminar disclosed $700K in employee compensation to the SEC (8 months late, but disclosed). However, Scott Harvey and Stefan Safko's board member compensation—despite being closing conditions under APA §7.2(e)—has NEVER been disclosed to anyone. This is the disclosure violation: board members with fiduciary duties voting on a transaction while receiving undisclosed personal benefits. The $700K employee data simply proves Luminar knew how to disclose stock compensation when they wanted to, making the failure to disclose board compensation even more conspicuous.