LSB Industries (LXU) counsel reports RSU vesting and tax share withholdings

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

LSB Industries, Inc. executive Michael J. Foster, EVP, General Counsel and Secretary, reported equity compensation activity in company common stock. On January 26, 2026, he acquired 12,159 shares upon vesting of performance-based restricted stock units at $9.88 per share.

On the same date, the company withheld 2,514 shares tied to time-based units and 5,363 shares tied to performance-based units to cover tax obligations, with footnotes stating no shares were sold in these withholding transactions. After all entries, Foster directly owned 325,030 shares of LSB Industries common stock.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Foster Michael J.

Role EVP, General Counsel and Sec

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	2,514	$9.88	$25K
Grant/Award	Common Stock	12,159	$9.88	$120K
Tax Withholding	Common Stock	5,363	$9.88	$53K

Holdings After Transaction: Common Stock — 318,234 shares (Direct)

Footnotes (1)

Represents shares of common stock of LSB Industries, Inc. (the "Issuer") withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of time-based restricted stock units previously granted to the reporting person under the LSB Industries, Inc. 2016 Long Term Incentive Plan. No shares were sold in this transaction. Represents shares of common stock of the Issuer acquired by the reporting person upon the vesting of performance-based restricted stock units previously granted to the reporting person under the LSB Industries, Inc. 2016 Long Term Incentive Plan. Represents shares of common stock of the Issuer withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of the performance-based restricted stock units described in footnote (2) above. No shares were sold in this transaction.

Form 4 Insider Transactions: What Each Field Means →

01/28/2026 - 08:30 PM

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

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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).

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^*

Foster Michael J.

(Last)

(First)

(Middle)

3503 NW 63RD ST, STE 500

(Street)

OKLAHOMA CITY

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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP, General Counsel and Sec

3. Date of Earliest Transaction (Month/Day/Year)
01/26/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	01/26/2026		F		2,514⁽¹⁾	D	$9.88	318,234	D
Common Stock	01/26/2026		A		12,159⁽²⁾	A	$9.88	330,393	D
Common Stock	01/26/2026		F		5,363⁽³⁾	D	$9.88	325,030	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Represents shares of common stock of LSB Industries, Inc. (the "Issuer") withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of time-based restricted stock units previously granted to the reporting person under the LSB Industries, Inc. 2016 Long Term Incentive Plan. No shares were sold in this transaction.

2. Represents shares of common stock of the Issuer acquired by the reporting person upon the vesting of performance-based restricted stock units previously granted to the reporting person under the LSB Industries, Inc. 2016 Long Term Incentive Plan.

3. Represents shares of common stock of the Issuer withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of the performance-based restricted stock units described in footnote (2) above. No shares were sold in this transaction.

	/s/ Michael J. Foster	01/28/2026
	** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider activity did LXU executive Michael J. Foster report on this Form 4?

Michael J. Foster reported equity compensation activity involving LSB Industries common stock. On January 26, 2026, restricted stock units vested, resulting in share acquisitions and share withholdings for taxes, all at a reported price of $9.88 per share, with no open-market sales disclosed.

How many LSB Industries (LXU) shares did Michael J. Foster acquire from RSU vesting?

Foster acquired 12,159 shares of LSB Industries common stock upon the vesting of performance-based restricted stock units. These units were previously granted under the company’s 2016 Long Term Incentive Plan and converted into common shares on January 26, 2026, at a reported price of $9.88 per share.

Why were some LXU shares withheld in Michael J. Foster’s Form 4 filing?

The filing states that 2,514 shares and 5,363 shares were withheld by LSB Industries to satisfy tax withholding obligations. These withholdings related to vesting of time-based and performance-based restricted stock units, respectively, and the footnotes clarify that no shares were sold in those transactions.

Did Michael J. Foster sell any LSB Industries (LXU) shares in this Form 4?

The filing specifies that no shares were sold in the transactions coded “F”. Those entries represent shares withheld by LSB Industries solely to cover tax withholding obligations associated with the vesting of both time-based and performance-based restricted stock units previously granted to Foster.

What is Michael J. Foster’s role at LSB Industries (LXU) according to this filing?

According to the Form 4, Michael J. Foster is an officer of LSB Industries serving as Executive Vice President, General Counsel and Secretary. The filing also indicates he is not listed as a director or 10% owner, and it reports his direct beneficial holdings in the company’s common stock.

How many LSB Industries (LXU) shares did Michael J. Foster own after the reported transactions?

After the January 26, 2026 transactions, Foster directly owned 325,030 shares of LSB Industries common stock. This final balance reflects the combination of shares acquired from performance-based restricted stock unit vesting and shares withheld by the issuer to satisfy related tax withholding obligations.