Equity awards shift for LCI Industries (NYSE: LCII) exec Jamie Schnur

Rhea-AI Filing Summary

LCI Industries executive Jamie Schnur, Group President – Aftermarket, reported multiple equity compensation transactions in company stock and units on March 1, 2026. He acquired common shares through exercises of restricted stock units at $133.20 per share, with some shares disposed of to cover tax withholding.

Schnur received new awards of 5,717 restricted stock units and 8,575 performance stock units, each representing a right to receive one share of common stock. The restricted stock units generally vest in three equal annual installments beginning on their respective March 1 grant anniversaries, while the new performance stock units can be earned based on Return on Invested Capital and Free Cash Flow goals measured through 2028 and, if achieved, vest on March 1, 2029.

The filing also notes the forfeiture of 16,458 performance stock units originally granted on March 1, 2023, after the company determined that the applicable financial performance objectives for that award were not met over the relevant performance period.

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

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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^*

Schnur Jamie

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Group President - Aftermarket

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

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	03/01/2026		M		2,386	A	$133.2	21,806	D
Common Stock	03/01/2026		M		2,544	A	$133.2	24,350	D
Common Stock	03/01/2026		M		2,780	A	$133.2	27,130	D
Common Stock	03/01/2026		F		3,364	D	$0	23,766	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
Restricted Stock Unit	(1)	03/01/2026		M			2,386	(2)	03/01/2026	Common Stock	2,386	$133.2	0	D
Restricted Stock Unit	(1)	03/01/2026		M			2,544	(3)	03/01/2027	Common Stock	2,544	$133.2	2,544	D
Restricted Stock Unit	(1)	03/01/2026		M			2,780	(4)	03/01/2028	Common Stock	2,780	$133.2	5,562	D
Restricted Stock Unit	(1)	03/01/2026		A		5,717		(5)	03/01/2029	Common Stock	5,717	$0	5,717	D
Performance Stock Unit	(1)							03/01/2027	03/01/2027	Common Stock	11,446		11,446	D
Performance Stock Unit	(1)							03/01/2028	03/01/2028	Common Stock	12,512		12,512	D
Performance Stock Unit	(1)	03/01/2026		A		8,575(6)		03/01/2029	03/01/2029	Common Stock	8,575	$0	8,575	D
Performance Stock Unit	(1)	03/01/2026		D			16,458(7)	03/01/2026	03/01/2026	Common Stock	16,458	$0	0	D

Explanation of Responses:

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

2. These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2023.

3. These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.

4. These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2025

5. These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026.

6. These Performance Stock Units ("PSUs") represent the contingent right to receive shares of LCII Common Stock, if and to the extent certain Return on Invested Capital and Free Cash Flow performance goals are achieved by the end of 2028. Earned PSUs, if any, will vest on March 1, 2029.

7. Represents the forfeiture of PSUs granted to the reporting person on March 1, 2023 that were eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table II of Form 4. On March 1, 2026, the Company determined that, based on the Company's performance over the applicable performance period, all PSUs under this grant would be forfeited.

Remarks:

	/s/ Lillian D. Etzkorn on behalf of Jamie M. Schnur	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider transactions did LCII executive Jamie Schnur report?

Jamie Schnur reported equity compensation activity involving common stock, restricted stock units, and performance stock units. He exercised restricted stock units into shares, had some shares withheld for taxes, received new stock unit grants, and saw an earlier performance-based award fully forfeited after failing to meet financial goals.

How many new restricted stock units did LCII grant to Jamie Schnur?

Jamie Schnur received a grant of 5,717 restricted stock units. These units vest in three equal annual installments beginning on the first through third anniversaries of the March 1, 2026 grant date, aligning his compensation with longer-term performance and continued service at LCI Industries.

What performance stock units did Jamie Schnur receive from LCI Industries (LCII)?

LCI Industries granted Jamie Schnur 8,575 performance stock units. Each unit can convert into one share of common stock if specified Return on Invested Capital and Free Cash Flow targets are achieved by the end of 2028, with any earned units vesting on March 1, 2029.

Why were some of Jamie Schnur’s earlier LCII performance stock units forfeited?

16,458 performance stock units granted to Jamie Schnur on March 1, 2023 were forfeited. The company determined that, over the applicable performance period, its financial performance did not meet the objectives required for vesting, so all units from that grant were canceled.

How do Jamie Schnur’s LCII restricted stock units vest over time?

Schnur’s restricted stock units generally vest ratably over three years. Units from grants on March 1, 2023, March 1, 2024, March 1, 2025, and March 1, 2026 each vest one-third per year on the first through third anniversaries of the respective grant dates.

What tax-related share disposition did Jamie Schnur report for LCII stock?

Schnur reported a Form 4 transaction coded “F,” indicating shares were disposed of to satisfy exercise price or tax withholding obligations. In this case, 3,364 common shares were delivered back rather than sold on the open market, reflecting a tax-withholding mechanism tied to equity awards.