LCI director acquires 1,761 shares via RSU vesting
LCI Industries director Virginia Henkels reported equity compensation activity rather than open‑market trading.
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,761 shares exercised/converted
Exercise
4 txns
Insider
Henkels Virginia
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Unit | 1,761 | $112.42 | $198K |
| Grant/Award | Restricted Stock Unit | 1,335 | $0.00 | $0.00 |
| Exercise | Common Stock | 1,761 | $112.42 | $198K |
| holding | Deferred Stock Unit | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Unit — 1,335 contracts (Direct);
Common Stock — 16,086 shares (Direct);
Deferred Stock Unit — 5,944 contracts (Direct)
Footnotes (6)
- F1. Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
- F2. 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).
- F3. These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders.
- F4. 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.
- F5. These shares represent deferred stock units "DSUs" earned from quarterly director fees, the settlement of these DSUs will vest upon the conclusion of the director's board service with the Company, per the election of the director.
- F6. Includes 251 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).
Key Figures
RSUs vested and converted: 1,761 shares
Vest price per share: $112.42 per share
Common shares after transaction: 16,086 shares
+4 more
7 metrics
RSUs vested and converted
1,761 shares
Restricted stock units vested and converted on May 12, 2026
Vest price per share
$112.42 per share
Reported transaction price for 1,761 common shares
Common shares after transaction
16,086 shares
Directly held LCI Industries common stock post-transaction
New RSU grant
1,335 units
Restricted stock units granted with future vesting
Deferred stock units
5,944 underlying shares
DSUs tied to director fees and dividend equivalents
Dividend equivalent units (set 1)
74 units
Additional stock units from 2025–2026 cash dividends (footnote)
Dividend equivalent units (set 2)
251 units
Additional stock units from 2025–2026 cash dividends (footnote)
Key Terms
Deferred Stock Unit, Restricted Stock Unit, dividend equivalent stock unit, 2018 Omnibus Incentive Plan, +1 more
5 terms
Deferred Stock Unit financial
"These shares represent deferred stock units "DSUs" earned from quarterly director fees"
A deferred stock unit (DSU) is a promise from a company to give an employee or director the value of a share at a future date, paid in actual shares or cash when certain conditions are met (such as retirement or a set date). Think of it like a gift card that converts to company stock later; it aligns pay with long‑term performance and can affect future share count, compensation expense and potential cash needs, so investors watch DSUs for their impact on dilution and company finances.
Restricted Stock Unit financial
"These restricted stock units vested in full on May 12, 2026"
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 financial
"holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s)"
2018 Omnibus Incentive Plan financial
"In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units"
director fees financial
"DSUs earned from quarterly director fees, the settlement of these DSUs will vest upon the conclusion of the director's board service"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did LCII director Virginia Henkels report on this Form 4?
Virginia Henkels reported equity compensation events, not market trades. 1,761 restricted stock units vested and converted into common stock, and she received a new grant of 1,335 restricted stock units, both tied to her board service at LCI Industries.
What restricted stock unit awards did Virginia Henkels receive from LCI Industries (LCII)?
She received a grant of 1,335 restricted stock units with an exercise or conversion price of $0.00. These units will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders, according to the filing’s footnotes.
What are deferred stock units (DSUs) held by Virginia Henkels at LCI Industries?
Deferred stock units represent a right to receive common shares in the future. Henkels holds 5,944 underlying shares through DSUs, including units earned from quarterly director fees and dividend equivalents, which will settle in common stock when her board service concludes.
How were dividend equivalent stock units credited to Virginia Henkels at LCII?
Dividend equivalent stock units were added when LCI Industries paid regular cash dividends. The filing notes 74 and 251 additional units credited on specified 2025 and 2026 dividend payment dates, matching terms of the company’s 2018 Omnibus Incentive Plan for outstanding stock units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
