Director at LCI Industries (LCII) exercises 1,761 RSUs, receives new grant

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

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.

Insider Trade Summary

1,761 shares exercised/converted

Mixed 3 txns

Insider SIRPILLA JOHN A.

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 — 10,294 shares (Direct, null)

Footnotes (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.

Key Figures

RSUs exercised: 1,761 units Exercise reporting price: $112.42 per share Common shares held: 10,294 shares +2 more

5 metrics

RSUs exercised 1,761 units Converted to common stock on May 12, 2026

Exercise reporting price $112.42 per share Value used for 1,761-unit RSU conversion

Common shares held 10,294 shares Direct holdings after reported transactions

New RSU grant 1,335 units Awarded May 12, 2026, vesting by May 12, 2027 or next annual meeting

Dividend-equivalent units 74 units Additional stock units credited from regular cash dividends

Key Terms

Restricted Stock Unit, dividend equivalent stock unit(s), 2018 Omnibus Incentive Plan, annual meeting of stockholders

4 terms

Restricted Stock Unit financial

"These restricted stock units vested in full on May 12, 2026, the date of the 2026 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 will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders."

Form 4 Insider Transactions: What Each Field Means →

05/13/2026 - 09:19 AM

SEC Form 4

FORM 4

UNITED 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^*

SIRPILLA JOHN A.

(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)

X	Director	10% 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)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/12/2026		M		1,761	A	$112.42	10,294	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Unit	⁽¹⁾	05/12/2026		M			1,761⁽²⁾	⁽³⁾	⁽³⁾	Common Stock	1,761	$112.42	0	D
Restricted Stock Unit	⁽¹⁾	05/12/2026		A		1,335		⁽⁴⁾	⁽⁴⁾	Common Stock	1,335	$0	1,335	D

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 John A. Sirpilla	05/13/2026
	** Signature of Reporting Person	Date
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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did LCI Industries (LCII) report for John A. Sirpilla?

LCI Industries director John A. Sirpilla exercised 1,761 restricted stock units into common stock and received a new grant of 1,335 restricted stock units. All transactions were reported as acquisitions related to equity compensation rather than open-market purchases or sales.

How many LCI Industries shares does John A. Sirpilla hold after this Form 4?

After the reported transactions, John A. Sirpilla directly holds 10,294 shares of LCI Industries common stock. In addition, he holds 1,335 restricted stock units that represent contingent rights to receive the same number of shares upon future vesting, subject to the plan’s terms.

What is the size and vesting schedule of the new RSU grant at LCI Industries (LCII)?

Sirpilla received 1,335 new restricted stock units linked to LCI Industries common stock. According to the filing, these units will vest in full on the earlier of May 12, 2027 or the date of the company’s next annual meeting of stockholders, assuming plan conditions are satisfied.

At what value were the 1,761 LCI Industries RSUs exercised by John A. Sirpilla?

The 1,761 restricted stock units were exercised into common shares at a reported value of $112.42 per share. This reflects the price used for reporting the derivative exercise on the Form 4, not an open-market trade price, since the event was an RSU vesting conversion.

How were dividend-equivalent stock units treated in this LCI Industries Form 4?

The filing states that 74 stock units were received as dividend-equivalent units on earlier grant dates. These units were credited when regular cash dividends were paid, and they are subject to the same terms and conditions as the underlying stock units held on the relevant record dates.