LCI Industries (LCII) director details stock and unit awards in Form 4

Rhea-AI Filing Summary

LCI Industries director reports updated equity holdings in a Form 4 filing. As of the reported transaction date of December 31, 2025, the director beneficially owns 319,486 shares of LCI Industries common stock directly.

The filing shows 237 deferred stock units earned from quarterly director fees, each representing a right to receive one share of common stock, with settlement after the director’s board service ends according to the director’s election. It also reports 1,745 restricted stock units that will vest in full on the earlier of May 15, 2026 or the next annual meeting of stockholders, and notes additional dividend-equivalent stock units credited on December 12, 2025 under the company’s 2018 Omnibus Incentive Plan.

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

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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^*

GERO JAMES

(Last) (First) (Middle)

C/O LCI INDUSTRIES

3501 COUNTY ROAD 6 EAST

(Street)

ELKHART IN 46514-7663

(City) (State) (Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
12/31/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock								319,486	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Deferred Stock Unit	(1)	12/31/2025		A		237		(2)	(2)	Common Stock	237	$121.34	11,528(3)	D
Restricted Stock Unit	(1)							(4)	(4)	Common Stock	1,745		1,745(5)	D

Explanation of Responses:

1. Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.

2. 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.

3. Includes 106 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) December 12, 2025 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).

4. These restricted stock units will vest in full on the earlier of May 15, 2026 or the date of the next year's annual meeting of stockholders.

5. Includes 16 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) December 12, 2025 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).

Remarks:

	/s/ Lillian D. Etzkorn on behalf of James F. Gero	01/02/2026
	** 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.

FAQ

What insider activity was reported for LCI Industries (LCII) in this Form 4?

The Form 4 reports that an LCI Industries director beneficially owns 319,486 shares of common stock directly, along with deferred stock units and restricted stock units that provide rights to receive additional shares in the future.

How many deferred stock units did the LCI Industries (LCII) director report?

The director reported 237 deferred stock units earned from quarterly director fees. Each unit represents a contingent right to receive one share of LCI Industries common stock.

When will the deferred stock units for the LCI Industries (LCII) director vest or settle?

The deferred stock units earned from quarterly director fees will settle upon the conclusion of the director's board service with LCI Industries, according to the director’s election.

What restricted stock units were reported for the LCI Industries (LCII) director?

The filing lists 1,745 restricted stock units, each tied to one share of common stock. These units will vest in full on the earlier of May 15, 2026 or the date of the next annual meeting of stockholders.

How were dividend-equivalent stock units handled for LCI Industries (LCII)?

The filing explains that holders of stock units on the December 12, 2025 dividend record date received additional dividend-equivalent stock units under the 2018 Omnibus Incentive Plan, subject to the same terms and conditions as the underlying units.

What price is referenced for the LCI Industries (LCII) derivative securities in the Form 4?

The Form 4 references a price of $121.34 in connection with derivative securities linked to LCI Industries common stock.