Every Form 4 that LCI Industries (LCII) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow LCII and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LCII filings page.
LCI Industries director Robert Paul Hureau reported receiving a grant of 1,133 Restricted Stock Units on July 18, 2026. Each unit represents a contingent right to receive one share of LCI Industries common stock. The units have an exercise and expiration date of July 18, 2027, and he now directly holds 1,133 RSUs.
SIRPILLA JOHN A. reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries interim CEO and director John A. Sirpilla reported an equity compensation grant on Form 4. He received 16,503 Restricted Stock Units (RSUs), each representing the right to receive one share of LCI Industries common stock. These RSUs will vest in full on the earlier of the company’s 2027 annual meeting of stockholders or June 3, 2027, the one-year anniversary of his start date as interim CEO.
The filing also shows Sirpilla directly holding 10,294 shares of common stock and 1,335 previously granted RSUs, which vest on the earlier of May 12, 2027 or the date of the company’s next annual meeting of stockholders. This Form 4 reflects compensation-related awards rather than open-market purchases or sales.
LCI Industries director Tracy D. Graham reported changes in his equity awards tied to his resignation from the Board of Directors on June 3, 2026. He forfeited 1,335 restricted stock units that were previously granted and returned them to the company as a disposition to the issuer.
These restricted stock units were granted on May 12, 2026 and had been scheduled to vest in full on the earlier of May 12, 2027 or the date of the next annual meeting of stockholders. Following these transactions, Graham reports direct ownership of 17,427 shares of LCI Industries common stock.
LIPPERT JASON reported disposition transactions in this Form 4 filing.
LCI Industries President and CEO Jason Lippert reported updates to his equity holdings following his resignation from the company on June 3, 2026. The filing shows he directly holds 348,163 shares of Common Stock after the reported transactions.
Several equity awards were modified under a Separation Agreement and General Release. Certain restricted stock units and performance stock units that were originally scheduled to vest in 2024–2026 will now vest on June 3, 2027, while two blocks of performance stock units totaling 26,066 and 38,033 units were forfeited and cancelled in connection with his resignation.
Lippert continues to hold performance and restricted stock units tied to LCII Common Stock at a $0.00 exercise price, including 34,795 performance stock units and restricted stock unit awards covering 17,377, 16,906, and 7,734 underlying shares, all expiring in 2027. These include additional stock units credited as dividend equivalents under the company’s 2018 Omnibus Incentive Plan.
LCI Industries director James Gero exercised equity awards into common stock. On May 12, 2026, he converted 11,876 deferred stock units and 1,761 restricted stock units, receiving a total of 13,637 shares of common stock valued at $112.42 per share. Following these routine compensation-related exercises, he held 321,247 common shares directly. The footnotes explain that each stock unit represented a right to one share, the restricted stock units vested in full on May 12, 2026, and the deferred stock units were earned from quarterly director fees and vested when his board service concluded.
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.
LCI Industries director John A. Sirpilla reported compensation-related equity transactions. On May 12, 2026, he exercised 1,761 restricted stock units, receiving 1,761 shares of common stock at a reported value of $112.42 per share, bringing his direct common stock holdings to 10,294 shares.
He also received a new grant of 1,335 restricted stock units, each representing a contingent right to one share of common stock. These new units will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders. The filing notes 74 of the reported units arose from dividend-equivalent credits on prior awards.
LCI Industries director Linda Kristine Myers reported equity compensation activity and holdings, with no open-market buying or selling. She exercised restricted stock units into 1,761 shares of common stock at a reported price of $112.42 per share, bringing her direct common stock holdings to 5,267 shares. She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the date of the next annual stockholders’ meeting. In addition, she holds 1,171 deferred stock units tied to common stock, which will settle after her board service ends, and these amounts include dividend-equivalent stock units credited when cash dividends were paid.
LCI Industries director Stephanie K. Mains reported compensation-related equity activity. On May 12, 2026, 1,761 restricted stock units vested and were converted into an equal number of common shares, bringing her direct common stock holdings to 7,254 shares.
She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders. In addition, she holds 2,182 deferred stock units earned from director fees and dividend equivalents, which will be settled in common stock when her board service concludes.
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.
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.
LCI Industries director Brendan Deely reported routine equity compensation activity. He exercised 1,761 restricted stock units into the same number of shares of Common Stock at $112.42 per share and now holds 16,160 common shares directly. He also received a grant of 1,335 restricted stock units, each representing a contingent right to one share of Common Stock, which will vest on the earlier of May 12, 2027 or the next annual meeting of stockholders.
LCI Industries EVP and CFO Lillian Etzkorn reported routine equity compensation activity involving restricted stock units and common shares. On April 17, 2026, she exercised restricted stock units to acquire 1,131 shares of Common Stock at $123.43 per share.
To cover tax obligations, 499 shares of Common Stock were disposed of through a tax-withholding transaction, not an open-market sale. Following these transactions, she directly held 5,122 shares of Common Stock and maintained multiple outstanding performance and restricted stock unit awards that can convert into additional shares of LCI Industries common stock in future years.
GERO JAMES reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries director James Gero received a grant of deferred stock units as part of his board compensation. On March 31, 2026, he was awarded 234 deferred stock units, each representing a contingent right to one share of common stock, valued at $122.98 per unit. These units are earned from quarterly director fees and will settle in common shares when his board service ends, according to his prior election. After this grant, he directly holds 11,871 deferred stock units, 1,761 restricted stock units, and 319,486 shares of common stock, with the restricted stock units scheduled to vest in full on the earlier of May 15, 2026 or the next annual stockholder meeting.
Andrich Petar reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries Chief Human Resources Officer Petar Andrich received new equity awards in the form of stock units. On March 1, 2026, he was granted 1,773 restricted stock units and 1,182 performance stock units, each representing a contingent right to one share of LCI Industries common stock.
The restricted stock units vest in three equal annual installments on the first through third anniversaries of the March 1, 2026 grant date. The performance stock units may be earned based on Return on Invested Capital and Free Cash Flow goals measured through the end of 2028, with any earned units vesting on March 1, 2029.
LCI Industries VP of Finance Kip A. Emenhiser reported multiple equity compensation transactions dated March 1, 2026. He exercised restricted stock units into common stock in three tranches of 491, 668, and 793 shares, acquiring a total of 1,952 shares at a stated value of $133.20 per share.
On the same date, he received a grant of 1,680 new restricted stock units and disposed of 571 shares of common stock in a tax-withholding transaction coded “F”. After these transactions, his directly held common stock position reported in the filing was 6,886 shares.
LCI Industries EVP and CFO Lillian Etzkorn reported multiple equity award changes. She exercised 1,351 and 1,624 restricted stock units into common shares at $133.20 per share and 903 common shares were disposed of to cover tax obligations.
She received 3,342 new restricted stock units that vest in three equal annual installments starting from the March 1, 2026 grant date, plus 5,063 performance stock units that may vest in 2029 based on Return on Invested Capital and Free Cash Flow goals through 2028. A prior 4,265-unit performance stock grant from April 17, 2023 was fully forfeited after the company assessed performance.
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.
LCI Industries Group President – N.A. Ryan Richard Smith reported multiple equity transactions on March 1, 2026. He exercised 3,931, 3,722, and 4,069 restricted stock units at $133.20 each, receiving the same number of common shares.
To cover taxes, 5,194 common shares were disposed of through share withholding. Smith also received new awards of 8,368 restricted stock units and 12,552 performance stock units that may convert into common shares if return on invested capital and free cash flow goals are met by the end of 2028 and would vest on March 1, 2029.
In addition, 23,575 performance stock units granted on March 1, 2023 were forfeited after the company determined none would vest based on performance over the applicable period. RSU grants vest in equal installments over three years from their respective grant dates.
LCI Industries director and CEO Jason Lippert reported several equity compensation transactions in company stock units dated March 1, 2026. He exercised previously granted restricted stock units into common stock at a reference price of $133.20 per share and received new grants of restricted stock units and performance stock units.
The new performance stock units cover 25,821 units that may convert into common shares only if specific Return on Invested Capital and Free Cash Flow goals are met by the end of 2028, with any earned units vesting on March 1, 2029. The filing also shows a disposition of 48,117 performance stock units back to the company after they were fully forfeited based on financial performance, and a tax-withholding share disposition of 10,387 common shares used to cover obligations from the unit conversions.
LCI Industries executive Ryan Richard Smith reported an open-market sale of company stock. On February 20, 2026, Smith, Group President – N.A., sold 20,000 shares of LCI Industries common stock in open-market transactions at a weighted average price of $147.81 per share, executed across multiple trades between $147.24 and $148.50. After this sale, he directly owned 10,092 common shares.
Smith also reported holdings of restricted stock units and performance stock units, each representing a contingent right to receive one share of LCI Industries common stock. Several RSU grants vest ratably over three years from grant dates in March 2023, March 2024, and March 2025, and the balances include additional stock units credited as dividend equivalents when regular cash dividends were paid in 2025.
LCI Industries Group President – Aftermarket Jamie Schnur reported open-market sales of company common stock. On February 20, 2026, Schnur sold 10,000 shares of common stock at an average price of $147.65 per share. On February 23, 2026, Schnur sold an additional 10,000 shares at an average price of $144.66 per share.
After these transactions, Schnur directly held 19,420 shares of LCI Industries common stock. The filing also shows direct holdings of restricted stock units and performance stock units, each representing the right to receive one share of common stock, with various vesting schedules and additional units credited from dividend equivalents.
LCI Industries President and CEO Jason Lippert reported selling a total of 50,000 shares of common stock in open-market transactions on February 20, 23, and 24, 2026, at reported weighted average prices of $148.01, $145.03, and $142.76 per share. After these sales, he directly owned 334,973 shares of common stock. He also holds restricted stock units and performance stock units that generally vest ratably over three years from grant dates in March 2023, March 2024, and March 2025, and these units include additional stock units credited as dividend equivalents under the company’s 2018 Omnibus Incentive Plan.
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.