LSB Industries, Inc. filings document regulatory disclosures for a public chemical manufacturer of ammonia and ammonia-related products. Recent 8-K reports furnish operating results, Regulation FD financial presentations, auditor changes, compensation arrangements and other material events tied to the company's product and facility base.
Proxy materials cover board elections, executive compensation, pay-versus-performance data, shareholder voting matters and governance practices. Other filings describe capital-structure items, restricted stock unit awards under the 2025 Long-Term Incentive Plan, and litigation settlement disclosures related to engineering and procurement contracts for the El Dorado ammonia plant.
LXU reports proposed resale of common stock under a Form 144 notice. The filing lists four separate stock award lots that are identified as securities to be sold: 5,000 shares (03/05/2020), 1,500 shares (10/08/2021), 888 shares (01/25/2024), and 2,166 shares (06/02/2024). The filing is a notice of intended sale; timing and execution details are not provided in the excerpt.
LSB Industries decided to begin the previously announced maintenance turnaround at its Pryor, Oklahoma facility immediately, instead of the earlier plan to start in July 2026.
The company currently expects that this change in timing will not affect the turnaround’s expected duration or cost, while cautioning that factors such as unexpected repair needs, supply chain disruptions, labor availability, environmental compliance and reduced production during the outage could cause actual results to differ from these expectations.
Ackerman Jonathan Z. reported acquisition or exercise transactions in this Form 4 filing.
LSB Industries director Jonathan Z. Ackerman received an equity award of 9,252 shares of common stock on May 22, 2026. The Form 4 reports this as a grant at a value of $12.97 per share, leaving him with 9,252 shares held directly after the transaction.
According to the footnote, the award consists of Restricted Stock Units granted under the LSB Industries, Inc. 2025 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive one share of LXU common stock and shall be nonforfeitable following the May 22, 2026 grant date.
CHANDLER JOHN D reported acquisition or exercise transactions in this Form 4 filing.
LSB Industries director John D. Chandler reported a grant of 9,252 shares of common stock-equivalent awards. The award was made on May 22, 2026 at an indicated value of $12.97 per share as a compensation-related grant, not an open-market purchase.
The footnote explains these are Restricted Stock Units granted under the LSB Industries, Inc. 2025 Long Term Incentive Plan, with each unit representing one share of common stock that becomes nonforfeitable following the grant date. After this grant, Chandler directly holds 34,012 shares.
White Lynn F reported acquisition or exercise transactions in this Form 4 filing.
LSB Industries director Lynn F. White received an equity grant tied to company stock. On May 22, 2026, White was awarded 9,252 restricted stock units referenced to LSB Industries common stock at $12.97 per share, bringing direct holdings to 242,489 shares or units.
The restricted stock units were granted under the LSB Industries, Inc. 2025 Long Term Incentive Plan. Each unit represents a right to receive one share of common stock, becomes nonforfeitable after the grant date, and will be settled in stock within 90 days after the earlier of separation from service or a change of control.
Bertocco Riccardo reported acquisition or exercise transactions in this Form 4 filing.
LSB Industries director Riccardo Bertocco received a stock-based compensation award. He was granted 9,252 shares of common stock at $12.97 per share in the form of Restricted Stock Units under the LSB Industries, Inc. 2025 Long Term Incentive Plan.
Each Restricted Stock Unit represents one share of LXU common stock and, following the May 22, 2026 grant date, is described as nonforfeitable. After this award, Bertocco directly holds 26,012 shares of LSB Industries common stock.
Peninger Diana M reported acquisition or exercise transactions in this Form 4 filing.
LSB Industries director Diana M. Peninger received an equity award of 9,252 shares of common stock. The Form 4 shows this as a grant or award, not an open-market purchase, at a reference price of $12.97 per share.
According to the footnote, the award consists of Restricted Stock Units granted under the LSB Industries, Inc. 2025 Long Term Incentive Plan, with each unit representing one share of common stock that becomes nonforfeitable following the May 22, 2026 grant date. After this award, Peninger directly holds 74,065 shares of LSB Industries common stock.
LSB Industries has assumed full ownership of the carbon capture and sequestration project at its El Dorado, Arkansas facility from Lapis Carbon Solutions, effective immediately. Total consideration and remaining completion capital for the project are estimated at approximately $95 million, with portions contingent on the timely achievement of defined project milestones and completion activities. This move consolidates control of the El Dorado carbon capture initiative under the company as it funds the remaining build-out.
LSB Industries, Inc. reported the results of its 2026 annual meeting of stockholders. Stockholders elected three directors—Jonathan Z. Ackerman, Diana M. Peninger, and Lynn F. White—to terms expiring in 2029, each receiving over 45.9 million votes in favor, with 12.5 million broker non-votes.
Stockholders also ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2026, with 60.7 million votes for and minimal opposition. In addition, stockholders approved, on a non-binding advisory basis, the 2026 compensation of the company’s named executive officers in a “say-on-pay” vote, with approximately 48.2 million votes for and limited votes against or abstaining.