LSB Industries SEC Filings

Form 8-K – Item 7.01 (Regulation FD)

On 30 July 2025, LSB Industries (NYSE: LXU) announced that a slide presentation covering its second-quarter 2025 results has been posted to the company’s website and furnished as Exhibit 99.1. The filing clarifies that the materials are provided for informational purposes, are incorporated by reference into Item 7.01, and are deemed “furnished,” not “filed,” under the Exchange Act—thereby limiting potential liability under Section 18. No financial metrics, guidance, transactions, or other substantive data are included within this Form 8-K itself; it serves solely to notify investors of the presentation’s availability.

LSB Industries, Inc. (NYSE: LXU) filed Post-Effective Amendment No. 1 to three prior Form S-8 registration statements—file nos. 333-153103, 333-199864 and 333-209838—originally covering a combined 2,372,890 shares reserved for the company’s 2008 Incentive Stock Plan.

The amendment formally deregisters all shares that remain unissued because LXU has ceased making awards under the 2008 plan. No new securities are being offered, and the filing contains no financial statements, earnings data or changes to previously reported results. Signatures from executive management and all directors confirm authorization as of 25 June 2025.

For investors, the action is administrative and largely neutral: it removes a modest source of potential dilution but does not affect current capital structure, operations or guidance.

LSB Industries, Inc. (symbol: LXU) filed Post-Effective Amendment No. 1 to three previously effective Form S-8 registration statements dated 2008, 2014 and 2016. The original filings collectively registered 2,372,890 shares of the company’s common stock for issuance under the 2008 Incentive Stock Plan.

The company states it is no longer issuing securities under the 2008 Plan. Accordingly, the current amendment formally deregisters all shares that remain unissued under the three registration statements (File Nos. 333-153103, 333-199864 and 333-209838). The filing is signed by Executive Vice President & General Counsel Michael J. Foster on behalf of the company and by the full board and senior officers on 25 June 2025.

This is an administrative step with no accompanying financial statements, earnings data or transactional disclosures. It merely removes the unused shares from the company’s shelf, eliminating future dilution potential from this specific plan.

LSB Industries, Inc. (NYSE: LXU) has filed a Form S-8 to register up to 4,000,000 shares of common stock for issuance under its new 2025 Long-Term Incentive Plan (2025 LTIP). The filing also allows the Company to recycle shares that become available from prior equity plans (the 2008 ISP and 2016 LTIP), potentially increasing the total shares issuable beyond the initial 4 million. Eligible participants include employees, contractors and outside directors of LXU and its subsidiaries.

The document incorporates LXU’s most recent Annual Report (FY-2024), first-quarter 2025 Form 10-Q, several 2025 Form 8-Ks and the 2025 definitive proxy statement by reference, ensuring investors have access to all current financial and governance disclosures. Standard Delaware indemnification provisions are outlined, and the Company confirms existing D&O liability insurance plus separate indemnification agreements for officers and directors.

Key exhibits filed with the registration include the full 2025 LTIP (Exhibit 99.1), legal opinion from Haynes and Boone LLP (Exhibit 5.1) and auditor consent from Ernst & Young LLP (Exhibit 23.1). The filing authorizes LXU to update the prospectus for any material changes and to remove unsold securities via post-effective amendments.

Investment view: The S-8 is an administrative filing rather than an operational update. It signals continued use of equity-based compensation, which may modestly dilute existing shareholders but aligns employee incentives with long-term share performance.