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.
LSB Industries, Inc. is asking stockholders to vote at its 2026 virtual-only annual meeting on May 21, 2026. Holders of 71,846,842 shares of common stock as of March 23, 2026 can elect three directors for terms expiring in 2029, ratify PricewaterhouseCoopers LLP as 2026 auditor, and approve an advisory say-on-pay vote for 2025 executive compensation.
The company highlights its classified nine-member board, lead independent director structure, and extensive committee oversight of risk, cybersecurity, ESG and compensation. It also outlines sustainability goals, codes of conduct and anti-bribery policies, and details fees paid to Ernst & Young in 2024–2025 before appointing PwC following a competitive process.
LSB Industries, Inc. reported board and governance changes. On March 30, 2026, director Steven L. Packebush retired from the Board, with the company stating his decision was not due to any disagreement with management or operations.
Effective April 2, 2026, the Board appointed Jonathan Z. Ackerman as a Class 2026 director, to stand for election at the 2026 annual meeting. He will receive standard non-employee director compensation and currently serves as President and Chief Executive Officer of Meridian Infrastructure, with a background in midstream, infrastructure and finance.
Also on April 2, 2026, the Board adopted Third Amended and Restated Bylaws. The updates address electronic transmissions, stockholder lists, meeting notices and virtual meetings, restrict white proxy cards to the Board, expand the chair’s powers to regulate stockholder meetings, refine written-consent procedures, and tighten advance notice and information requirements for stockholder proposals and director nominations, including provisions tied to universal proxy rules and director nominee interviews. The bylaws also codify exclusive forum and federal forum provisions for certain stockholder claims.
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.