Welcome to our dedicated page for Lci Inds SEC filings (Ticker: LCII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Locating the steel-price sensitivities or aftermarket margin swings buried inside LCI Industries’ multifaceted disclosures can consume an entire afternoon. With separate OEM and aftermarket segments, dozens of acquisitions, and detailed breakdowns on chassis, slide-out, and electronics lines, the company’s reports challenge even experienced analysts.
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LCI Industries (LCII) – Form 4 insider transaction
Director James F. Gero filed a Form 4 covering equity awards dated 30 June 2025. The filing shows no open-market trades of common shares; instead it documents routine director compensation in the form of deferred and restricted stock units.
- Non-derivative holdings: Gero continues to hold 319,486 shares of LCII common stock directly; no shares were bought or sold in the period.
- Derivative awards granted:
- 316 Deferred Stock Units (DSUs) awarded at a reference price of $91.19 per share. DSUs settle in one share each when board service concludes. Total DSUs now stand at 10,753 (includes 135 dividend-equivalent units).
- 1,709 Restricted Stock Units (RSUs) granted; these vest in full on the earlier of 15 May 2026 or the 2026 annual meeting. Current RSU balance: 1,709 (includes 22 dividend-equivalent units).
No 10b5-1 trading plan was indicated, and the director remains classified as an independent board member (no officer role).
The transaction modestly increases the director’s aligned, at-risk equity exposure but is routine compensation rather than an active market purchase. As a result, the filing is generally viewed as neutral from a valuation or near-term trading perspective.
LCI Industries (LCII) filed a Form 8-K dated 30 June 2025 to furnish information under Item 7.01 – Regulation FD Disclosure. The filing states that a press release, attached as Exhibit 99.1 and dated the same day, has been made available. Consistent with Regulation FD rules, the Company notes that the furnished material is not deemed "filed" for purposes of Section 18 of the Securities Exchange Act and will only be incorporated into other filings if specifically referenced. No financial results, transactions, or strategic updates are included in the body of the 8-K; the sole purpose is to publicly disseminate the press release in a compliant manner. The document also lists Exhibit 104 for the cover-page Inline XBRL tagging and is signed by CFO Lillian D. Etzkorn.
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