Lennox International Inc. filings document the regulatory record for an operating company focused on heating, cooling, indoor air quality, refrigeration, water heating and related HVAC parts, supplies and services. Form 8-K reports furnish operating results, guidance and segment performance for Home Comfort Solutions and Building Climate Solutions.
Proxy and governance filings cover board matters, executive compensation, equity awards and shareholder voting items. Other current reports document compensatory arrangements, including long-term incentive award agreements under the company’s equity and incentive compensation plan, along with the exhibits and Inline XBRL cover-page data associated with those disclosures.
Lennox International Inc. (LII) – Schedule 13D/A (Amendment No. 1)
Director John W. Norris III has filed an amended Schedule 13D disclosing beneficial ownership of 3,487,247 common shares, equal to 9.8 % of LII’s outstanding stock. The stake arises from a January 2024 reorganization of several family trusts and related entities, which consolidated voting and dispositive power under Mr. Norris. The holding is composed of:
- Direct ownership: 201,566 shares (0.6 %) held solely by Mr. Norris.
- Shared ownership: 3.28 million shares (≈9.2 %) controlled through multiple trusts, JW Norris Inc., The Cabin Foundation and joint tenancy with spouse.
Mr. Norris acquired the shares through inheritance, gifts and compensation and states the purpose of the holding is investment only; he currently has no plans that would trigger corporate actions under Item 4 of Schedule 13D. However, he reserves the right to buy or sell additional shares depending on personal and trust-level investment needs.
The filing was made late because Mr. Norris “was not aware” the transactions triggered a reporting obligation. No material contracts, arrangements or exhibits were included.