LCI Industries (LCII) director exercises units and receives new RSU grant

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

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.

Insider Trade Summary

1,761 shares exercised/converted

Mixed 3 txns

Insider Graham Tracy D

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 — 17,427 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 shares Exercise price: $112.42 per share Common shares held: 17,427 shares +4 more

7 metrics

RSUs exercised 1,761 shares Restricted Stock Units converted to Common Stock on May 12, 2026

Exercise price $112.42 per share Price applied to 1,761-unit RSU exercise into Common Stock

Common shares held 17,427 shares Total direct Common Stock holdings after transactions

New RSU grant 1,335 units Restricted Stock Units granted on May 12, 2026

Dividend-equivalent units 74 units Additional units from regular cash dividends on prior awards

Vesting date (exercised RSUs) May 12, 2026 Previously granted restricted stock units vested in full

Future vesting date May 12, 2027 Latest possible vesting date for new 1,335-unit RSU grant

Key Terms

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

4 terms

Restricted Stock Unit financial

"The filing reports transactions in "Restricted Stock Unit" awards tied to Common Stock."

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 dividend record dates received additional dividend equivalent stock unit(s)."

2018 Omnibus Incentive Plan financial

"Units were granted under the registrant's 2018 Omnibus Incentive Plan."

annual meeting of stockholders financial

"Restricted stock units vest on the date of the annual meeting of stockholders."

Form 4 Insider Transactions: What Each Field Means →

05/13/2026 - 09:14 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^*

Graham Tracy D

(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	17,427	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 Tracy D. Graham	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 did LCI Industries (LCII) director Tracy D. Graham report in this Form 4?

He reported equity compensation-related activity, including exercising restricted stock units into 1,761 shares of Common Stock and receiving a new grant of 1,335 Restricted Stock Units, all held directly as part of his director compensation program.

How many LCI Industries (LCII) shares does Tracy D. Graham hold after these transactions?

After exercising 1,761 restricted stock units, Tracy D. Graham directly holds 17,427 shares of LCI Industries Common Stock, as reported in the filing, reflecting his updated ownership position following the May 12, 2026 equity transactions.

What new Restricted Stock Units did Tracy D. Graham receive from LCI Industries (LCII)?

He received a grant of 1,335 Restricted Stock Units, each representing a contingent right to one share of LCI Industries Common Stock, with the entire award scheduled to vest on the earlier of May 12, 2027 or the next annual meeting of stockholders.

When did Tracy D. Graham’s previously granted restricted stock units in LCI Industries (LCII) vest?

The filing states that 1,761 restricted stock units vested in full on May 12, 2026, which is the date of LCI Industries’ 2026 annual meeting of stockholders, triggering the corresponding issuance of Common Stock to the director.

How are dividend equivalent stock units described in the LCI Industries (LCII) Form 4 footnotes?

Footnotes explain that 74 stock units were received as dividend equivalents on prior awards when LCI Industries paid regular cash dividends, with these additional units subject to the same terms and conditions as the original stock units under the 2018 Omnibus Incentive Plan.