STOCK TITAN

Lamar Advertising (NASDAQ: LAMR) shareholders back equity and ESPP changes

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Lamar Advertising Company reported that stockholders at the 2026 Annual Meeting approved amendments to its 1996 Equity Incentive Plan and 2019 Employee Stock Purchase Plan. The equity plan will add 2,000,000 shares of Class A common stock, raising the total available under the plan from 17,500,000 to 19,500,000 shares, effective June 1, 2026.

Stockholders also approved increasing shares available under the 2019 Employee Stock Purchase Plan by 500,000 shares, ratified KPMG LLP as independent auditor for the 2026 fiscal year, and supported executive compensation on an advisory basis. All ten director nominees were elected, with a quorum established based on Class A, Class B, and Series AA Preferred shares represented.

Positive

  • None.

Negative

  • None.
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance
Key personnel changes including departures, elections, or appointments of directors and executive officers.
Item 5.07 Submission of Matters to a Vote of Security Holders Governance
Results of a shareholder vote on proposals at an annual or special meeting.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Equity plan share increase 2,000,000 shares Additional Class A shares under 1996 Equity Incentive Plan
Equity plan total pool 19,500,000 shares Total Class A shares available under 1996 plan after amendment
ESPP share increase 500,000 shares Additional Class A shares under 2019 Employee Stock Purchase Plan
Class A shares outstanding 87,021,456 shares Outstanding and entitled to vote as of March 16, 2026
Class B shares outstanding 14,420,085 shares Outstanding and entitled to vote as of March 16, 2026
Series AA Preferred outstanding 5,719.49 shares Outstanding and entitled to vote as of March 16, 2026
Class A shares represented 81,183,725 shares Class A common stock represented at the 2026 Annual Meeting
Say-on-pay For votes 214,218,385.49 votes Votes in favor of advisory executive compensation approval
Equity Incentive Plan financial
"approved an amendment and restatement of the Company’s 1996 Equity Incentive Plan"
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
Employee Stock Purchase Plan financial
"amendment and restatement of the Company’s 2019 Employee Stock Purchase Plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
broker non-votes financial
"For 214,218,385.49 | Against 4,075,610 | Abstain 163,480.00 | Broker Non-Votes 6,932,819"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
non-binding advisory basis financial
"approved, on a non-binding advisory basis, the executive compensation as disclosed"
A non-binding advisory basis is guidance or a recommendation offered for informational purposes that does not create legal obligations or guarantees; recipients can accept, modify, or ignore it without contractual consequences. Investors should treat it like a weather forecast for planning—useful for forming expectations and assessing risk, but not a firm promise—so they should verify assumptions, seek confirming information, and avoid relying on it as the sole basis for investment decisions.
quorum financial
"constituting a quorum for the meeting"
A quorum is the minimum number of members needed to officially hold a meeting or make decisions. It ensures that decisions are made with enough participation to represent the group’s interests, much like a majority must be present for a vote to be valid. For investors, understanding quorum is important because it affects when and how important company or organization decisions can be legally made.
LAMAR ADVERTISING CO/NEW false 0001090425 0001090425 2026-05-14 2026-05-14
 
 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 14, 2026

 

 

LAMAR ADVERTISING COMPANY

(Exact name of registrant as specified in its charter)

 

 

 

Delaware   001-36756   72-1449411

(State or other jurisdiction

of incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

5321 Corporate Blvd.

Baton Rouge, Louisiana 70808

(Address of Principal Executive Offices) (Zip Code)

(225) 926-1000

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading

Symbol(s)

 

Name of each exchange

on which registered

Class A common stock, $0.001 par value   LAMR   The NASDAQ Stock Market, LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item 5.02

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

At the 2026 Annual Meeting (as defined below) of Lamar Advertising Company (the “Company”), the Company’s stockholders approved an amendment and restatement of the Company’s 1996 Equity Incentive Plan to increase the number of shares of Class A Common Stock of the Company available for issuance under the plan by 2,000,000 shares from 17,500,000 to 19,500,000 shares and make certain other changes thereto. A copy of the Company’s 1996 Equity Incentive Plan, as amended and restated, is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference into this Item 5.02. The Company’s 1996 Equity Incentive Plan, as amended and restated, will be effective June 1, 2026.

Additionally, at the 2026 Annual Meeting of the Company, the Company’s stockholders also approved an amendment and restatement of the Company’s 2019 Employee Stock Purchase Plan to increase the number of shares of Class A Common Stock of the Company available for issuance under the plan by 500,000 shares and make certain other changes thereto. A copy of the 2019 Employee Stock Purchase Plan, as amended and restated, is filed as Exhibit 10.2 to this Current Report on Form 8-K and is incorporated by reference into this Item 5.02.

 

Item 5.07

Submission of Matters to a Vote of Security Holders.

On May 14, 2026, the Company held its 2026 Annual Meeting of Stockholders (the “2026 Annual Meeting”). Only stockholders of record as of the close of business on March 16, 2026 were entitled to vote at the 2026 Annual Meeting. As of March 16, 2026, 87,021,456 shares of Class A Common Stock, 14,420,085 shares of Class B Common Stock, and 5,719.49 shares of Series AA Preferred Stock were outstanding and entitled to vote at the 2026 Annual Meeting. With respect to the matters submitted for vote at the 2026 Annual Meeting, each share of Class A Common Stock is entitled to one vote, each share of Class B Common Stock is entitled to ten votes, and each share of Series AA Preferred Stock is entitled to one vote. At the 2026 Annual Meeting, 81,183,725 shares of Class A Common Stock, all shares of Class B Common Stock, and all shares of Series AA Preferred Stock of the Company were represented, in person or by proxy, constituting a quorum for the meeting.

The following five proposals, each of which is described in detail in the Company’s definitive proxy statement filed with the Securities and Exchange Commission on April 2, 2026, were before the meeting, and they received the following votes:

Proposal 1: Election of Ten Directors to Serve until the 2027 Annual Meeting. The following individuals were elected to serve as directors of the Company:

 

Name of Director Nominees

   For      Withheld      Broker
Non-Votes
 

Nancy Fletcher

     217,608,932.49        848,543        6,932,819  

John E. Koerner, III

     185,459,814.49        32,997,661        6,932,819  

Mitch Landrieu

     217,918,581.49        538,894        6,932,819  

Marshall A. Loeb

     199,744,784.49        18,712,691        6,932,819  

Stephen P. Mumblow

     186,690,081.49        31,767,394        6,932,819  

Thomas V. Reifenheiser

     196,302,507.49        22,154,968        6,932,819  

Anna Reilly

     201,929,909.49        16,527,566        6,932,819  

Kevin P. Reilly, Jr.

     201,632,877.49        16,824,598        6,932,819  

Wendell Reilly

     201,930,585.49        16,526,890        6,932,819  

Elizabeth Thompson

     202,314,538.49        16,142,937        6,932,819  

 


Proposal 2: Ratification of the appointment of KPMG LLP as the Company’s Independent Registered Public Accounting Firm for the 2026 Fiscal Year. The stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026.

 

For

 

Against

 

Abstain

 

Broker Non-Votes

224,470,869.49   866,596   52,829   0

Proposal 3: Approval, on an advisory and non-binding basis, of the compensation of the Company’s named executive officers. The stockholders approved, on a non-binding advisory basis, the executive compensation as disclosed in the Proxy.

 

For

 

Against

 

Abstain

 

Broker Non-Votes

214,218,385.49   4,075,610   163,480.00   6,932,819

Proposal 4: Approval of an amendment and restatement of the Company’s 1996 Equity Incentive Plan. The stockholders approved the amendment and restatement.

 

For

 

Against

 

Abstain

 

Broker Non-Votes

217,093,545.49   1,290,954   72,976.00   6,932,819

Proposal 5: Approval of an amendment and restatement of the Company’s 2019 Employee Stock Purchase Plan. The stockholders approved the amendment and restatement.

 

For

 

Against

 

Abstain

 

Broker Non-Votes

209,064,385.49   9,253,176   139,914.00   6,932,819

 


Item 9.01

Financial Statements and Exhibits.

(d) Exhibits

 

Exhibit
No.

  

Description

10.1    Lamar Advertising Company 1996 Equity Incentive Plan, as amended and restated.
10.2    Lamar Advertising Company 2019 Employee Stock Purchase Plan, as amended and restated.
104    Cover Page Interactive Data File (embedded within the Inline XBRL document).

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date: May 19, 2026     LAMAR ADVERTISING COMPANY
    By:  

/s/ Jay L. Johnson

      Jay L. Johnson
      EVP, Chief Financial Officer and Treasurer

FAQ

What equity plan changes did Lamar Advertising (LAMR) stockholders approve?

Lamar Advertising stockholders approved amendments to the 1996 Equity Incentive Plan and 2019 Employee Stock Purchase Plan. The equity plan’s Class A share pool increases by 2,000,000 shares, and the ESPP’s pool increases by 500,000 shares, providing more shares for future employee and director awards.

How many total shares are now available under Lamar Advertising’s 1996 Equity Incentive Plan?

After the amendment, the 1996 Equity Incentive Plan allows up to 19,500,000 Class A common shares. This represents an increase of 2,000,000 shares from the prior 17,500,000 share limit and supports ongoing equity-based compensation and incentive grants for eligible participants in the plan.

When does Lamar Advertising’s amended 1996 Equity Incentive Plan become effective?

The amended and restated 1996 Equity Incentive Plan becomes effective on June 1, 2026. From that date, the increased 19,500,000 share pool and other approved changes will govern new equity awards, as reflected in the plan filed as Exhibit 10.1 to the report.

What were the key voting results at Lamar Advertising’s 2026 Annual Meeting?

Stockholders elected ten directors, ratified KPMG LLP as auditor for the 2026 fiscal year, and approved executive compensation on an advisory basis. They also approved amendments to the 1996 Equity Incentive Plan and 2019 Employee Stock Purchase Plan, with each proposal receiving sufficient votes for passage.

How many Lamar Advertising shares were outstanding and entitled to vote at the 2026 meeting?

As of the March 16, 2026 record date, 87,021,456 Class A shares, 14,420,085 Class B shares, and 5,719.49 Series AA Preferred shares were outstanding and entitled to vote. Class A shares carry one vote, Class B ten votes, and Series AA Preferred one vote each.

Did Lamar Advertising stockholders approve the say-on-pay proposal in 2026?

Yes, stockholders approved the non-binding advisory vote on executive compensation. The compensation program received 214,218,385.49 votes in favor, 4,075,610 votes against, and 163,480 abstentions, with 6,932,819 broker non-votes recorded on the proposal at the 2026 Annual Meeting.

Filing Exhibits & Attachments

5 documents