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 amended its March 25, 2025 credit agreement on September 26, 2025 to lower the cost of its term debt. The existing term loans were refinanced into $399,000,000 of Repriced Term Loans and the applicable margins on those loans were reduced by 0.25%, now applying as either a base rate plus 1.25% or a term SOFR rate plus 2.25%. The amendment does not change the commitment fee rates or interest rates on the company’s revolving credit facility. The filing summarizes the amendment and incorporates the full amended credit agreement as Exhibit 10.1.
LCI Industries (LCII) filed a Form 4 for EVP, CLO, CHRO & Corporate Secretary Andrew J. Namenye covering transactions on 31 Jul 2025. Four tranches of restricted-stock units (RSUs) vested early due to the executive’s separation, converting into 9,050 common shares at a stated price of $95 per unit (Code M). To satisfy tax withholding (Code F), 3,993 shares were surrendered, leaving beneficial ownership at 31,286 shares, all held directly.
The derivative table shows that all underlying RSUs and performance stock units (totaling 26,650 units) were settled, with 0 derivative securities remaining. Dividend-equivalent units were included in each award. No open-market purchases or discretionary sales occurred.
Although the filing signals insider equity accrual, the accelerated vesting stems from the officer’s departure, highlighting a potential governance change rather than a vote of confidence. Market impact is expected to be limited because transactions are compensation-related and volume is modest relative to LCII’s average daily trading volume.
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