STOCK TITAN

LCI Industries (LCII) director Deely exercises 1,761 units and receives 1,335 RSUs

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Deely Brendan
Role null
Type Security Shares Price Value
Exercise Restricted Stock Unit 1,761 $112.42 $198K
Grant/Award Restricted Stock Unit 1,335 $0.00 --
Exercise Common Stock 1,761 $112.42 $198K
Holdings After Transaction: Restricted Stock Unit — 0 shares (Direct, null); Common Stock — 16,160 shares (Direct, null)
Footnotes (1)
  1. Each Stock Unit represents a contingent right to receive one share of LCII Common Stock. Includes 74 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s). These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders. These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders.
RSUs exercised 1,761 shares Restricted stock units converted into Common Stock on May 12, 2026
Exercise price $112.42 per share Price reported for RSU exercise into Common Stock
Shares held after exercise 16,160 shares Total direct Common Stock holdings following transactions
New RSU grant 1,335 units Restricted stock units granted on May 12, 2026
Underlying shares for new RSUs 1,335 shares Each unit represents one share of Common Stock
Restricted Stock Unit financial
"These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
dividend equivalent stock unit(s) financial
"holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions"
2018 Omnibus Incentive Plan financial
"In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan"
annual meeting of stockholders financial
"These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders."
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Deely Brendan

(Last)(First)(Middle)
C/O LCI INDUSTRIES
3501 COUNTY ROAD 6 EAST

(Street)
ELKHART INDIANA 46514-7663

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
LCI INDUSTRIES [ LCII ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/12/2026M1,761A$112.4216,160D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Unit(1)05/12/2026M1,761(2) (3) (3)Common Stock1,761$112.420D
Restricted Stock Unit(1)05/12/2026A1,335 (4) (4)Common Stock1,335$01,335D
Explanation of Responses:
1. Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
2. Includes 74 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
3. These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders.
4. These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders.
Remarks:
/s/ Lillian D. Etzkorn on behalf of Brendan J. Deely05/13/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did LCI Industries (LCII) director Brendan Deely report?

Director Brendan Deely reported exercising 1,761 restricted stock units into Common Stock and receiving a new grant of 1,335 restricted stock units. These transactions reflect equity compensation events rather than open-market buying or selling activity.

How many LCI Industries (LCII) shares does Brendan Deely hold after the Form 4 transactions?

After exercising 1,761 restricted stock units, Brendan Deely holds 16,160 shares of LCI Industries Common Stock directly. This figure reflects his updated non-derivative holdings reported in the Form 4 filing following the May 12, 2026 transactions.

What is the size of the new restricted stock unit grant reported for LCI Industries (LCII)?

Brendan Deely received a grant of 1,335 restricted stock units tied to LCI Industries Common Stock. Each unit represents a contingent right to receive one share, subject to vesting conditions detailed in the company’s incentive plan and footnotes.

When do Brendan Deely’s newly granted LCI Industries (LCII) restricted stock units vest?

The 1,335 restricted stock units will vest in full on the earlier of May 12, 2027 or the date of the next annual meeting of stockholders. Full vesting is contingent on continued service and plan terms described in the filing footnotes.

What price was used for the 1,761 restricted stock units exercised at LCI Industries (LCII)?

The 1,761 restricted stock units were exercised at a reported price of $112.42 per share. This figure appears as the transaction price per share for both the derivative exercise entry and the corresponding Common Stock acquisition entry in the Form 4.

Do Brendan Deely’s LCI Industries (LCII) transactions involve tax withholding or open-market sales?

The reported transactions show derivative exercises and a grant of restricted stock units without any open-market sales or tax-withholding dispositions. The transaction codes are M for exercises and A for the grant, with no F or S codes disclosed.