Welcome to our dedicated page for LSB Industries SEC filings (Ticker: LXU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for LSB Industries, Inc. (NYSE: LXU) provides access to the company’s official regulatory disclosures as a Delaware corporation reporting under Commission File Number 1-7677. Through these documents, investors can review how LSB presents its ammonia and ammonia-related manufacturing business serving agricultural, industrial and mining end markets, along with its focus on low and no carbon products.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain detailed discussions of product sales categories such as ammonia, urea ammonium nitrate (UAN), ammonium nitrate (AN) and nitric acid, as well as information on end markets, input costs, risk factors and overall financial condition. Current reports on Form 8-K, some of which are excerpted in the data above, document events such as quarterly earnings releases, the furnishing of financial presentations, conference call announcements and certain corporate governance changes.
On Stock Titan, these filings are updated in near real time from the SEC’s EDGAR system and paired with AI-powered summaries that highlight the main points of lengthy documents. This can help users quickly identify items such as quarterly results, capital structure details, and management’s commentary on market conditions and low carbon projects like the El Dorado Carbon Capture and Sequestration initiative.
Investors can also use this page to track items commonly of interest in SEC reports, including financial statement trends, disclosures about major projects, and information furnished under Form 8-K related to results of operations and financial condition. Insider transaction reports on Form 4 and proxy materials, when available, can further inform analysis of LXU’s governance and ownership structure.
LSB Industries’ major shareholder entities associated with Todd L. Boehly sold 4,889,159 shares of Common Stock in open-market transactions at $14.85 per share. After the sale, one LLC associated with him held 10,374,334 shares indirectly, and another LLC held 43,434 shares indirectly.
LSB Industries, Inc. investor Todd L. Boehly has updated his ownership filing after a major share sale. Through TLB-LSB, LLC and another limited liability company he is deemed to control, he now beneficially owns 10,417,768 shares of LSB Industries common stock, representing about 14.5% of the outstanding shares based on the company’s latest Form 10-K.
On March 26, 2026, TLB-LSB, LLC sold 4,889,159 shares of common stock at $14.85 per share. Following this sale, TLB-LSB, LLC holds 10,374,334 shares, and a separate limited liability company over which Boehly may be deemed to have investment control holds 43,434 shares. The filing notes that both Boehly and TLB-LSB, LLC disclaim beneficial ownership beyond their pecuniary interest.
LXU submitted a Form 144 notice relating to the proposed disposition of Common Stock. The excerpt shows that 15,306,927 shares were distributed on 11/14/2023 as pro rata distributions in kind to SBT Investors LLC and NZC Capital LLC, and the securities were distributed "without consideration." Timing and exact sale mechanics are not detailed in the excerpt.
LSB Industries EVP and CFO Cheryl Maguire disposed of 20,000 shares of common stock at $15.00 per share in a transaction coded as a disposition to the issuer. After this transaction, she directly holds 198,065 shares of LSB Industries common stock.
The filing notes that this sale was carried out under a Rule 10b5-1 trading plan adopted by Maguire on March 13, 2025, indicating the transaction was pre-planned rather than opportunistic. The 20,000 shares represent roughly a tenth of her post-transaction direct holdings, suggesting a moderate, planned reduction in her position.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Form 144 proposing the sale of 20,000 shares of Common stock for an aggregate offering price of $270,000.00.
The filing lists prior 10b5-1 sales by Cheryl Maguire during the past three months, including 5,899 shares on 01/21/2026, 1,550 shares on 01/15/2026, and 7,551 shares on 01/14/2026. Shares outstanding were 71,846,842 as of 03/12/2026.
LSB Industries, Inc. reported that its Audit Committee completed a competitive process to select the independent registered public accounting firm for the fiscal year ending December 31, 2026. On March 4, 2026, the Committee approved engaging PricewaterhouseCoopers LLP (PwC) as auditor, subject to PwC’s standard client acceptance procedures and an engagement letter.
On the same date, the Committee dismissed Ernst & Young LLP (EY) as auditor, effective immediately. EY’s reports on the company’s 2025 and 2024 consolidated financial statements contained no adverse opinions, disclaimers, or qualifications, and the company states there were no disagreements or reportable events with EY through March 4, 2026.
LSB Industries President and CEO Mark T. Behrman sold 250,000 shares of common stock in an open-market transaction at a weighted average price of $11.75 per share under a Rule 10b5-1 trading plan adopted on October 31, 2025.
These sales were executed in multiple trades at prices ranging from $11.54 to $11.94 per share, and following the transaction he directly owns 1,487,195 shares of LSB Industries common stock.
LSB Industries SVP and Treasurer Kristy Carver reported an open-market sale of common stock. On February 26, 2026, Carver sold 2,091 shares at an average price of $10.99 per share. After this transaction, she directly holds 57,006 shares of LSB Industries common stock.
The filing notes that this sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Carver on March 14, 2025, indicating the trades were pre-arranged under a preset plan rather than discretionary market timing.
Luxfer Holdings plc (LXU) submitted a Form 144 notice reporting the proposed sale of 250,000 common shares on the NYSE through UBS Financial Services Inc. The filing lists an aggregate value of $2,937,725.00 and includes several prior stock awards dated 01/03/2023, 01/20/2023, 01/21/2023, and 01/21/2024 with amounts shown as 137,252, 22,407, 16,136, and 74,205 respectively.
LSB Industries outlines its 2025 annual report, describing a nitrogen chemicals business serving industrial and agricultural markets from plants in Arkansas, Alabama, Oklahoma and Texas. Key products include AN and nitric acid, UAN and ammonia, which together made up all consolidated net sales in 2025.
The company targets growth in low and no carbon ammonia, using its existing ammonia and hydrogen expertise, while balancing more volatile agricultural sales with longer-term industrial contracts that often pass through natural gas costs. It ended 2025 with about $192.8 million in combined cash, short-term investments and borrowing capacity, and had 71,846,842 common shares outstanding as of February 20, 2026.
LSB highlights competitive strengths in plant locations, access to low-cost U.S. natural gas and diversified end markets, but warns of significant risks from natural gas price volatility, plant outages at its four key facilities, regulatory and environmental compliance costs, substantial debt including $438.6 million of 6.25% senior secured notes due 2028, and execution risk around its low carbon ammonia initiatives.