LCI Industries (LCII) director exercises 1,761 units, granted 1,335 RSUs

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

LCI Industries director Kieran M. O'Sullivan increased his equity stake through compensation-related stock activity. On May 12, 2026, he exercised 1,761 restricted stock units into an equal number of common shares at an indicated value of $112.42 per share, leaving him with 24,722 common shares held directly.

On the same date he received a new award of 1,335 restricted stock units, each representing a contingent right to one share of common stock. Footnotes state that 74 of these units reflect dividend-equivalent stock units granted under the 2018 Omnibus Incentive Plan and that the new award will vest in full on the earlier of May 12, 2027 or the next annual stockholders' meeting.

Insider Trade Summary

1,761 shares exercised/converted

Mixed 3 txns

Insider O'SULLIVAN KIERAN M

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 — 24,722 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 price: $112.42 per share Common shares held: 24,722 shares +3 more

6 metrics

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

Exercise price $112.42 per share Reported transaction price for 1,761 common shares received

Common shares held 24,722 shares Total LCI Industries common stock directly owned after transactions

New RSU grant 1,335 units Restricted stock units awarded on May 12, 2026

Dividend-equivalent units 74 units Stock units received from regular cash dividends under 2018 plan

Vesting date (new RSUs) May 12, 2027 Vest on earlier of May 12, 2027 or next annual meeting

Key Terms

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

4 terms

Restricted Stock Unit 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."

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) 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, holders of stock units received additional dividend equivalent stock unit(s)."

annual meeting of stockholders financial

"These restricted stock units vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders."

Form 4 Insider Transactions: What Each Field Means →

05/13/2026 - 09:21 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^*

O'SULLIVAN KIERAN M

(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	24,722	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 Kieran M. O'Sullivan	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 Kieran M. O'Sullivan?

LCI Industries reported that director Kieran M. O'Sullivan exercised 1,761 restricted stock units into common shares and received a new grant of 1,335 restricted stock units. All transactions were acquisitions, with no open-market sales disclosed in this filing.

How many LCI Industries shares does Kieran M. O'Sullivan hold after these transactions?

After exercising 1,761 restricted stock units, Kieran M. O'Sullivan directly holds 24,722 shares of LCI Industries common stock. He also holds 1,335 restricted stock units, which represent contingent rights to receive additional common shares when they vest in the future.

Were any LCI Industries (LCII) shares sold in this Form 4 filing?

No sales were reported. The Form 4 shows only acquisition-type transactions: an exercise of 1,761 restricted stock units into common stock and a grant of 1,335 new restricted stock units. There are no open-market sales, gifts, or tax-withholding dispositions in this filing.

What are the key terms of Kieran O'Sullivan's new restricted stock unit grant at LCI Industries?

The new grant covers 1,335 restricted stock units, each tied to one LCI Industries common share. According to the footnotes, these units will vest in full on the earlier of May 12, 2027 or the date of the next annual meeting of stockholders, subject to plan terms.

How were dividend equivalent stock units reflected in LCI Industries director awards?

The filing notes that 74 stock units were received as dividend equivalent stock units. These arose from regular cash dividends paid on several 2025 and 2026 record dates and are subject to the same terms and conditions as the underlying stock units under the 2018 Omnibus Incentive Plan.

What transaction price is associated with Kieran O'Sullivan's LCI Industries stock unit exercise?

The exercise of 1,761 restricted stock units into common stock is reported at a transaction price of $112.42 per share. This figure appears in both the non-derivative common stock entry and the corresponding restricted stock unit derivative entry in the Form 4 data.