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LSB Industries (LXU) CEO receives 153,604 time-based RSUs under 2025 plan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

LSB Industries, Inc. reported that President and CEO Mark T. Behrman received an award linked to 153,604 shares of common stock on February 4, 2026. The award is described as a grant of time-based restricted stock units under the company’s 2025 Long Term Incentive Plan.

After this grant, Behrman beneficially owns 1,737,195 shares of LSB Industries common stock, held directly. The transaction price is recorded as $0.00 per share, reflecting that this was an equity incentive grant rather than an open‑market purchase.

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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
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
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*
BEHRMAN MARK T

(Last) (First) (Middle)
3503 NW 63RD ST, STE 500

(Street)
OKLAHOMA CITY OK 73116

(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
X Officer (give title below) Other (specify below)
President and CEO
3. Date of Earliest Transaction (Month/Day/Year)
02/04/2026
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 02/04/2026 A 153,604(1) A $0.00 1,737,195 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. Grant of time-based Restricted Stock Units pursuant to the Company's 2025 Long Term Incentive Plan.
/s/ Michael J. Foster, Attorney-in-Fact 02/06/2026
** 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 transaction did LSB Industries (LXU) report for February 4, 2026?

LSB Industries reported that President and CEO Mark T. Behrman received an equity award tied to 153,604 shares of common stock on February 4, 2026. The grant is recorded at $0.00 per share as an incentive award, not a market purchase.

How many LSB Industries (LXU) shares does CEO Mark T. Behrman own after the latest grant?

After the reported grant, President and CEO Mark T. Behrman beneficially owns 1,737,195 shares of LSB Industries common stock. These shares are listed as held directly, reflecting his total direct beneficial ownership following the February 4, 2026 transaction.

What type of equity award did LSB Industries (LXU) grant to its CEO in February 2026?

LSB Industries granted President and CEO Mark T. Behrman time-based Restricted Stock Units pursuant to the company’s 2025 Long Term Incentive Plan. The award relates to 153,604 shares of common stock and is intended as long-term equity compensation rather than a cash salary payment.

At what price were the 153,604 LSB Industries (LXU) shares granted to the CEO?

The 153,604 shares tied to the CEO’s award are recorded at a transaction price of $0.00 per share. This indicates they were granted as part of an incentive plan, not acquired through an open‑market purchase or private cash transaction.

What plan governs the February 2026 equity grant to LSB Industries (LXU) CEO Mark T. Behrman?

The equity grant to CEO Mark T. Behrman is made under LSB Industries’ 2025 Long Term Incentive Plan. The filing explains that the 153,604-share award is a grant of time-based Restricted Stock Units authorized pursuant to this long-term incentive program.
LSB Industries

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Industrial Inorganic Chemicals
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United States
OKLAHOMA CITY