LSB Industries (LXU) director details trust and LLC stock trades, updates holdings

Rhea-AI Filing Summary

LSB Industries director Barry H. Golsen reported multiple transactions in LSB Industries, Inc. common stock through various family-related entities. Earlier gifts moved 327,611 shares on 09/15/2023 at a stated price of $0.00 between a revocable trust and BGG Family LLC, and on 12/30/2024, 24,000 shares were transferred at $0.00 between BGG Family LLC and irrevocable family trusts.

On 12/04/2025 and 12/05/2025, irrevocable family trusts and BGG Family LLC sold blocks of shares under Rule 10b5-1 trading plans at weighted average prices around $9.16 and $9.07, respectively. After these transactions, Golsen reports indirect holdings including 44,029 shares via a revocable trust, 220,442 shares via irrevocable family trusts, 269,027 shares via BGG Family LLC, 693 shares held by his spouse (disclaimed), and 3,568 shares held directly. He also notes that shares held by Golsen Family, L.L.C. and certain Quad Capital entities will no longer be reported as beneficially owned.

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

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

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^*

GOLSEN BARRY H

(Last) (First) (Middle)

P O BOX 705

(Street)

OKLAHOMA CITY OK 73101

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
LSB INDUSTRIES, INC. [ LXU ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2023

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/15/2025		G		327,611	D	$0.00	44,029(1)	I	By Revocable Trust(1)
Common Stock	09/15/2023		G		327,611	A	$0.00	327,611(2)	I	By BGG Family LLC(2)
Common Stock	12/30/2024		G		24,000	D	$0.00	303,611(2)	I	By BGG Family LLC(2)
Common Stock	12/30/2024		G		24,000	A	$0.00	325,180(3)	I	By Irrevocable Family Trusts(3)
Common Stock	12/04/2025		S		84,034	D	$9.16(4)	241,146(3)	I	By Irrevocable Family Trusts(3)
Common Stock	12/04/2025		S		28,234	D	$9.16(5)	275,377(2)	I	By BGG Family LLC(2)
Common Stock	12/05/2025		S		20,704	D	$9.07(6)	220,442(3)	I	By Irrevocable Family Trusts(3)
Common Stock	12/05/2025		S		6,350	D	$9.07(7)	269,027(2)	I	By BGG Family LLC(2)
Common Stock								693(8)	I	By Spouse(8)
Common Stock								3,568	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. These shares are owned of record by the reporting person's revocable trust, of which the reporting person is the settlor and trustee and holds a pecuniary interest in the trust's holdings and transactions.

2. These shares are owned of record by BGG Family LLC ("BGG"). Each of the reporting person and his spouse is a manager of BGG and has a 50% ownership interest in BGG.

3. These shares are held by separate irrevocable trusts established for the benefit of the reporting person and the reporting person's children and grandchildren (collectively, the "Irrevocable Family Trusts"), of which the reporting person is the trustee. The amount shown is the aggregate number of shares held in the Irrevocable Family Trusts. No single Irrevocable Family Trust has more than one beneficiary. Because the reporting person is trustee of the Irrevocable Family Trusts, of which the beneficiaries are either the reporting person or his children or grandchildren, the reporting person is deemed to have a pecuniary interest in the Issuer's common stock held by the Irrevocable Family Trusts, pursuant to Rule 16a-8(b)(2)(ii).

4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.05 to $9.50, inclusive. The reporting person undertakes to provide to LSB Industries, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The sales of shares of common stock reported on this Form 4 were effected pursuant to 10b5-1 trading plans adopted by the Irrevocable Family Trusts on September 4, 2025.

5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.05 to $9.50, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The sales of shares of common stock reported on this Form 4 were effected pursuant to 10b5-1 trading plans adopted by BGG on September 4, 2025.

6. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.00 to $9.12, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The sales of shares of common stock reported on this Form 4 were effected pursuant to 10b5-1 trading plans adopted by the Irrevocable Family Trusts on September 4, 2025.

7. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.01 to $9.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The sales of shares of common stock reported on this Form 4 were effected pursuant to 10b5-1 trading plans adopted by BGG on September 4, 2025.

8. These shares of common stock are owned of record by the reporting person's spouse. The reporting person disclaims beneficial ownership of the shares owned by his spouse.

Remarks:

The reporting person previously reported indirect ownership of shares held directly by Golsen Family, L.L.C. ("GFLLC") and by subsidiaries of Quad Capital, LLC ("Quad Capital"). The reporting person is not a controlling member of GFLLC or of Quad Capital and does not have or share investment control over the portfolio securities held by GFLLC or over the portfolio securities held by Quad Capital or its subsidiaries. Based on further review, this Form 4 does not include the shares held by GFLLC or by subsidiaries of Quad Capital, and the reporting person does not intend to report such shares as beneficially owned in future Section 16 reports.

	/s/ Barry H. Golsen	12/09/2025
	** 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.

FAQ

What insider transactions did LSB Industries (LXU) disclose in this Form 4?

The filing reports gifts and transfers of 327,611 and 24,000 LSB Industries common shares among family entities, and subsequent sales of multiple share blocks in December 2025 by irrevocable family trusts and BGG Family LLC at weighted average prices around $9.16 and $9.07.

How many LSB Industries (LXU) shares does Barry H. Golsen report beneficially owning after these transactions?

After the reported trades, Barry H. Golsen reports 44,029 shares via a revocable trust, 220,442 shares via irrevocable family trusts, 269,027 shares via BGG Family LLC, 693 shares held by his spouse (disclaimed), and 3,568 shares held directly.

At what prices were the December 2025 LSB Industries (LXU) insider sales executed?

On 12/04/2025, sales were reported at a weighted average price of $9.16 per share, with actual trade prices ranging from $9.05 to $9.50. On 12/05/2025, sales were reported at a weighted average price of $9.07 per share, with prices ranging from $9.00 to $9.12.

Were the LSB Industries (LXU) insider sales made under Rule 10b5-1 trading plans?

Yes. The filing states that the December 2025 common stock sales by the irrevocable family trusts and BGG Family LLC were effected pursuant to Rule 10b5-1 trading plans adopted on September 4, 2025.

How are the family entities related to Barry H. Golsen's LSB Industries (LXU) holdings?

Shares are held through a revocable trust where Golsen is settlor and trustee, BGG Family LLC where he and his spouse are managers with 50% interests each, and separate irrevocable family trusts for him and his descendants, for which he is trustee and is deemed to have a pecuniary interest.

What change did Barry H. Golsen disclose about previously reported LSB Industries (LXU) holdings?

Golsen indicated that he is not a controlling member of Golsen Family, L.L.C. or Quad Capital, LLC and does not have investment control over their portfolios, so this report excludes those shares and he does not intend to report them as beneficially owned in future Section 16 reports.