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.
LCI Industries filings document operating results, Regulation FD disclosures and governance matters for its engineered-components business. Recent Form 8-K reports furnish earnings releases, supplemental presentations, earnings-call transcripts, dividend announcements and other corporate communications tied to the company’s OEM and aftermarket markets.
The company’s proxy materials cover annual meeting procedures, board governance and stockholder voting matters. Its filings also reference liquidity, common-stock dividends, capital resources and risk areas associated with recreation and transportation demand, commodity costs, international operations, information technology security, warranty and product liability claims, and product recalls.
LCI Industries director James Gero exercised equity awards into common stock. On May 12, 2026, he converted 11,876 deferred stock units and 1,761 restricted stock units, receiving a total of 13,637 shares of common stock valued at $112.42 per share. Following these routine compensation-related exercises, he held 321,247 common shares directly. The footnotes explain that each stock unit represented a right to one share, the restricted stock units vested in full on May 12, 2026, and the deferred stock units were earned from quarterly director fees and vested when his board service concluded.
Kayne Anderson Rudnick Investment Management filed an amendment to report 1,919,385 shares of LCI Industries common stock, representing 7.9% of the class. The filing breaks out voting and dispositive powers: 1,327,476 sole voting, 298,020 shared voting, 1,617,612 sole dispositive, and 298,020 shared dispositive.
The filing is signed by the firm's Chief Compliance Officer and updates the beneficial ownership disclosure as of the date indicated in the amendment.
LCI Industries director Kieran M. O'Sullivan increased his equity stake through compensation-related stock activity. On May 12, 2026, he exercised 1,761 restricted stock units into an equal number of common shares at an indicated value of $112.42 per share, leaving him with 24,722 common shares held directly.
On the same date he received a new award of 1,335 restricted stock units, each representing a contingent right to one share of common stock. Footnotes state that 74 of these units reflect dividend-equivalent stock units granted under the 2018 Omnibus Incentive Plan and that the new award will vest in full on the earlier of May 12, 2027 or the next annual stockholders' meeting.
LCI Industries director John A. Sirpilla reported compensation-related equity transactions. On May 12, 2026, he exercised 1,761 restricted stock units, receiving 1,761 shares of common stock at a reported value of $112.42 per share, bringing his direct common stock holdings to 10,294 shares.
He also received a new grant of 1,335 restricted stock units, each representing a contingent right to one share of common stock. These new units will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders. The filing notes 74 of the reported units arose from dividend-equivalent credits on prior awards.
LCI Industries director Linda Kristine Myers reported equity compensation activity and holdings, with no open-market buying or selling. She exercised restricted stock units into 1,761 shares of common stock at a reported price of $112.42 per share, bringing her direct common stock holdings to 5,267 shares. She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the date of the next annual stockholders’ meeting. In addition, she holds 1,171 deferred stock units tied to common stock, which will settle after her board service ends, and these amounts include dividend-equivalent stock units credited when cash dividends were paid.
LCI Industries director Stephanie K. Mains reported compensation-related equity activity. On May 12, 2026, 1,761 restricted stock units vested and were converted into an equal number of common shares, bringing her direct common stock holdings to 7,254 shares.
She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders. In addition, she holds 2,182 deferred stock units earned from director fees and dividend equivalents, which will be settled in common stock when her board service concludes.
LCI Industries director Virginia Henkels reported equity compensation activity rather than open‑market trading. On May 12, 2026, restricted stock units covering 1,761 shares of common stock vested in full and were converted into 1,761 common shares at a reported price of $112.42 per share, bringing her directly held common stock to 16,086 shares. On the same date, she received a new grant of 1,335 restricted stock units that will vest on the earlier of May 12, 2027 or the next annual shareholder meeting. She also holds 5,944 deferred stock units, including additional units credited as dividend equivalents, which will settle in common stock when her board service ends.
LCI Industries director Tracy D. Graham reported equity compensation activity. On May 12, 2026, he exercised restricted stock units covering 1,761 shares of Common Stock at $112.42 per share, bringing his direct Common Stock holdings to 17,427 shares.
He also received a grant of 1,335 Restricted Stock Units, each representing a right to one share of Common Stock. Footnotes state 1,761 restricted stock units vested in full on May 12, 2026, and the new 1,335-unit award will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders.
LCI Industries director Brendan Deely reported routine equity compensation activity. He exercised 1,761 restricted stock units into the same number of shares of Common Stock at $112.42 per share and now holds 16,160 common shares directly. He also received a grant of 1,335 restricted stock units, each representing a contingent right to one share of Common Stock, which will vest on the earlier of May 12, 2027 or the next annual meeting of stockholders.
LCI Industries reported the results of its Annual Meeting of Stockholders held on May 12, 2026. There were 24,284,477 shares outstanding on the March 20, 2026 record date, and 22,413,947 shares were represented in person or by proxy.
Stockholders elected eight directors, each receiving more votes "for" than "against." They also approved, in a non-binding advisory vote, the compensation of the named executive officers and ratified KPMG LLP as independent auditors for the year ending December 31, 2026. In addition, stockholders approved the LCI Industries Amended 2018 Omnibus Incentive Plan.