Source log — LWLG knowledge base

Records every primary + secondary source accessed during KB construction. Last updated 2026-04-26.

Primary corporate sources

LWLG SEC filings (via SEC EDGAR + stocktitan + last10k aggregations)

• 10-K FY2025 (filed 2026-03-20)
• 10-K FY2024 + 10-K/A Amendment No. 1 (2025)
• 10-Q Q3 2025 (filed 2025-11-12)
• 10-Q Q2 2025 (filed 2025-08-11; restated per Jan 16 2026 8-K)
• DEF 14A 2026 (filed 2026-04-10)
• 8-K filings: 2024-12-10 (leadership refresh), 2025-12-08 (Zelibor retirement), 2025-12-15 (Titan Partners offering), 2026-01-06 (Quan CFO), 2026-01-16 (Q2 restatement), 2026-04-21 (Roth ATM amendment)
• 424B5 prospectus supplements: 2022-12-09 (original Roth ATM), 2025-12-15 (Titan), 2026-04-21 (Roth ATM amendment)
• S-3 universal shelf 333-281059 (2024-07-26 / effective 2024-08-05)
• Form 4 filings (Form 4 trail for LeMaitre, Quan, Marcelli, Zelibor, Bucchi, Connelly, Partridge, Ciesla, El-Ahmadi)
• ARS 2026 (filed 2026-04-10)

LWLG press releases (via PRNewswire + stocktitan)

• 2024-07 LeMaitre to Board
• 2024-12-10 LeMaitre CEO + Zelibor President leadership refresh
• 2025-07-15 Telcordia GR-468 85/85 1000h pass
• 2025-11-04, 2025-11-25 Commercial pipeline updates
• 2025-12-15 Titan Partners offering
• 2026-01-06 Quan CFO
• 2026-01-16 Q2 restatement
• 2026-02-24 Pipeline update — 4th Stage-3 F500
• 2026-03-03 SilTerra Luceda PDK
• 2026-03-11 Tower PH18 agreement
• 2026-03-16 GlobalFoundries GDSFactory PDK
• 2026-03-20 10-K FY2025
• 2026-04 Telcordia 85/85 2,000h length-swept
• 2026-04-21 Roth ATM amendment

LWLG website / investor materials

• lightwavelogic.com main
• lightwavelogic.com/events-presentations
• LWLG Investor Presentation, January 2026 — official deck
• LWLG corporate LinkedIn (frequent OFC/ECOC recaps + executive engagement signals)
• LeMaitre LinkedIn personal page (executive on-record channel post Apr 22 Polariton)
• Chowdhury LinkedIn (CTO engagement)
• Annual + quarterly reports archive
• Shareholder letter Dec 19 2022; Dec 3 2023; Dec 11 2024 corporate updates

lightwavelogic.com full-site archive (2026-04-27 scrape — see 08_sources/lwlg_site_archive.md)

• Site PR feed (delivered via accesswire.com QuoteMedia API at https://www.accesswire.com/qm/data/getHeadlines.json?topics=LWLG) — 429 PRs covering 2006-12-13 → 2026-04-14, all locally cached at /tmp/lwlg_site/all_pr_combined.json and indexed at /tmp/lwlg_site/index.json. The LWLG site itself iframes this feed at https://feeds.issuerdirect.com/news.html?symbol=LWLG.
• 16 site pages cached (curl + Playwright SPA render): /press-releases, /events-presentations, /technical-presentations, /media, /sec-filings, /investor-relations, /governance-documents, /executive-team, /board-of-directors, /advisory-board, /patent-portfolio, /technology-platform, /technology-based-products, /about-us, /data-sheet, /investor-faq. Local: /tmp/lwlg_site/html_pages/*_rendered.html.
• 4 investor decks (PDF + extracted .txt): May 2025 deck, January 2026 deck, March 5 2026 Q4-2025-results slide deck, November 25 2025 corporate-update-call slide deck. Local: /tmp/lwlg_site/decks/.
• 4 conference / public-talk decks: PIC International 2024, OFC Workshop 2024 (Heterogeneous Integration), ECOC 2024 Market Focus, PIC International April 22 2026. Local: /tmp/lwlg_site/papers/.
• 2 transcripts: 2022 Annual Shareholder Meeting transcript; March 5 2026 Q4-2025-results call transcript. Local: /tmp/lwlg_site/papers/.
• Governance documents: Audit / Compensation / Nominating Committee Charters; Code of Ethics & Business Conduct.
• Three team-page snapshots (executive, board, advisory) with extracted text. Local: /tmp/lwlg_site/team/.
• Cross-referenced against the full LWLG EDGAR archive (CIK 0001325964) — 153 8-Ks 2007-2026; 685 total recent filings — at https://data.sec.gov/submissions/CIK0001325964.json and locally at /tmp/lwlg_site/edgar_full.json + /tmp/lwlg_site/edgar_8ks.json.

Industry / third-party

Conference proceedings + papers

• ECOC 2021-2024 (post-deadlines, papers, proceedings)
• OFC 2022-2026 (papers + 2026 panel transcripts)
• CLEO 2023
• FiOS 2024
• APC 2024
• IPC 2024
• IEEE SiPhotonics 2026 (Apr 13-15)
• ISIG Executive Summit Taiwan 2026
• 28th Annual Needham Growth Conference (Jan 16 2026)
• PIC International (multiple years)
• SPIE 2020+

Peer-reviewed publications referenced

• Heni et al. 2017 OE
• Burla et al. 2019 APL Photonics
• Baeuerle et al. 2019
• Koch et al. 2020 Nature Electronics
• Hu / Borkowski / Raybon 2023 Nature Photonics
• Xu et al. 2022 Materials Horizons
• Polariton/ETH 2025 Optica (1.1 THz BW record)
• Drisko et al. 2024 Frontiers in Optics
• Imec/IPI/LWLG Mar 2024 (InP-on-Si ring-assisted MZM)
• Dalton group papers re NLM Photonics Selerion
• KIT (Koos lab) SOH literature
• IBM/Lumiphase BTO publications
• Nokia/Polariton 2024 sub-THz plasmonic antenna
• Caltech LiNb research (referenced in PG comparison Reddit posts)
• 2024 Nature Comms SiPhotonics roadmap (s41467-024-44750-0)
• McKinsey Quantum Tech Monitor 6/25
• NVIDIA NVLink + CPO public statements (2025-2026)
• Synopsys IPKISS / OptoCompiler PDK references

Industry forecasts

• LightCounting (cited in LWLG Jan 2026 deck)
• Cignal AI (mentioned as cross-check)
• Dell’Oro Group
• McKinsey AI infrastructure capex scenarios
• SemiAnalysis Jan 2026 CPO Book

Foundry / partner sources

• GlobalFoundries Fotonix product pages + AMF acquisition Nov 17 2025 PR
• Tower Semiconductor PH18 product literature
• SilTerra Malaysia foundry releases
• Luceda IPKISS / Photonics PDK documentation
• HyperLight (UMC 6”/8” production) statements at OFC 2026
• Eoptolink module announcements
• Jabil packaging-flow disclosures
• Marvell Apr 22 2026 Polariton acquisition newsroom
• KPMG Corporate Finance Polariton announcement (David Creamer LinkedIn)
• Polariton Technologies LinkedIn employee posts (Milana Lalovic etc.)
• ETH Zurich IEF (Leuthold Group) historical publications

Competitor sources

• NLM Photonics Selerion product page + university-of-Washington Larry Dalton lab publications
• HyperLight company materials
• Lumera (now Lumentum) literature
• Smart Photonics / Infinera
• IBM / Lumiphase BTO

Community / sentiment

Reddit r/LWLG (Playwright-scraped 2026-04-26)

• Listing page: 38 posts captured
• Individual post bodies + comment trees:
  • Mega DD thread (/comments/1iqdcar/)
  • “Are Polymers Promising?” Apr 2 2026
  • IEEE SiPhotonics 2026 announcement Mar 30
  • ISIG 2026 ecosystem talk Mar 28
  • OFC 2026 summary Mar 24
  • TFLN inflection point panel transcript Mar 21 (~33K chars)
  • 2K weekly visitors welcome Mar 30

InvestorsHub LWLG board

• Board landing page (Playwright-scraped 2026-04-26): meta only
• Deep board scrape: 61 raw rows captured including most-recent posts #233,895-915
• Individual high-signal posts via search-engine indexed URLs (#176,644,245, #203,072, #228,883, #233,899, #233,907, #233,910, #233,915, etc.)
• Active moderators: pochemunyet, x993231, Pro_v12001, KCCO7913, IBB-99, JohnnyLightwave
• Recurring high-signal posters: prototype_101, danieldeubank, jeunke22, IBB-99, KCCO7913, DJknows, tkg, p0

Substack / independent analyst

• PhotonCap Substack (photoncap.net) — three LWLG-relevant pieces:
  • “Next Materials War in Silicon Photonics” — LWLG vs NLM
  • “Marvell Acquires Polariton” — POH platform analysis
  • (others on TSMC, Samsung CPO, NVIDIA)
• TSPA Semiconductor Substack — adjacent ecosystem coverage

Press / news aggregators

• Stocktitan
• Fool.com (Lightwave-Logic-Director-Sells-9000-Shares Apr 7 2026)
• Last10k.com
• Stocktwits LWLG (not deeply searched; lower-priority)
• Yahoo Finance / Nasdaq quotes
• Business Insider (Apr 25 2026 “AI stocks to buy: photonics” feature with LWLG mention)
• PRNewswire LWLG releases
• Photonics Media
• Laser Focus World
• PIC Magazine
• ISE Mag
• Digital Journal
• BBC Magazine technology coverage (multiple)
• Authority Magazine
• Microcapdaily
• TWST (The Wall Street Transcript)

Institutional holdings / market data

• Fintel aggregation of 13F filings (Q1 2026)
• FINRA short-interest reports
• Nasdaq short-interest data (#233,899 cited 14.67M short)
• Russell methodology (mcap thresholds for index inclusion)
• USPTO patent records (US 8,269,004 expiry verification)

Internal corpus

• lwlg.html — Seed interactive ecosystem map (416KB; dated 2026-04-26)
• User-supplied DD post: NVDA-LWLG connection timeline (~5K words, 28+ dated items, validated in 07_thesis/nvda_lwlg_validation.md)

Methodology / tooling notes

• Playwright headless Chromium with --disable-blink-features=AutomationControlled for Reddit + IH bypass
• pdftotext -layout (poppler) for the LWLG Jan 2026 investor PDF extraction
• Background general-purpose agents for parallel research streams (SEC, technology, ecosystem, historical, NVDA validation)
• Direct WebSearch + WebFetch for live press releases, conference programs, investor materials
• Cross-validation rule: every claim that derives from a single community/forum source must be cross-checked against a primary source before being accepted as ✓ verified

Caveats

• Reddit r/LWLG mega DD thread (/comments/1iqdcar/) — body retrieved (11.4K chars) but full comment archive not exhaustive
• IH archive bulk (233,915 posts) — only the most-recent ~30 posts were captured directly; older posts via search-engine URLs only
• LeMaitre LinkedIn — manual reads; not a permanently archived source
• Some private-company specifics (HyperLight, NLM Photonics, Polariton pre-acquisition) come from public statements only — internal financials not accessible
• Patent-quality scoring (claim breadth, citation count) was not performed in this pass — listed as Open Question IP3