Welcome to our dedicated page for LSB Industries SEC filings (Ticker: LXU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. entered into new severance and change in control agreements with Executive Vice President and Chief Commercial Officer Damien J. Renwick and Executive Vice President, Manufacturing, Scott D. Bemis. These agreements apply if there is a Change in Control and, during a defined period around that event, the executive is terminated without Cause or resigns for Good Reason.
Following such a qualifying termination, Mr. Renwick is entitled to a cash payment equal to two times his annual base salary, while Mr. Bemis is entitled to one times his annual base salary, subject to signing a release of claims. The agreements take effect on January 14, 2026, run initially through January 15, 2027, and automatically renew for one-year terms unless the company gives advance notice. If a Change in Control occurs during the term, the protection period is extended at least through the first anniversary of the transaction, or until all obligations are satisfied or employment ends under specified conditions.
LSB Industries (LXU) director Barry H. Golsen reported indirect sales of company common stock by family entities. On January 14 and 15, 2026, separate irrevocable family trusts associated with him sold 8,600 and 386 shares of common stock, and BGG Family LLC sold 7,000 and 1,164 shares, generally around $10.00 per share, with weighted average prices in a $10.00 to $10.02 range.
The filing states these sales were carried out under Rule 10b5-1 trading plans adopted on September 4, 2025 by the Irrevocable Family Trusts and by BGG Family LLC. Golsen reports additional indirect holdings through a revocable trust and his spouse, as well as direct ownership of LSB Industries common stock.
LSB Industries executive Kristy Carver reported a planned sale of company stock. On January 14, 2026, she sold 19,550 shares of LSB Industries common stock at a price of $9.99 per share under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025. After this transaction, she directly beneficially owned 52,613 shares of LSB Industries common stock.
LSB Industries EVP and CFO Cheryl Maguire reported open-market sales of the company’s common stock. On January 14, 2026, she sold 7,551 shares at a weighted average price of about $10 per share, followed by a sale of 1,550 shares on January 15, 2026 at a similar price. After these transactions, she beneficially owned 199,169 shares of LSB Industries common stock.
The filing notes that the stock sales were effected under a pre-arranged Rule 10b5-1 trading plan adopted by Maguire on March 13, 2025, and that the January 14 trade was executed in multiple lots between $10.00 and $10.02 per share, with the reported price reflecting the weighted average.
A shareholder of LXU filed a notice under Rule 144 to sell up to 15,000 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $144,600.00, on or about 01/14/2026 on the NYSE.
The 15,000 shares to be sold were acquired on 12/31/2021 as restricted stock units from the issuer. Common shares outstanding were 71,944,499 as of the information provided; this is a baseline ownership figure, not the amount being sold.
In the prior three months, 10b5-1 sales for Cheryl Maguire included 19,600 common shares sold on 11/11/2025 for gross proceeds of $192,346.56 and 5,400 common shares sold on 10/30/2025 for gross proceeds of $52,650.00. The person for whose account the shares are sold represents that they do not know of undisclosed material adverse information about the issuer.
LXU Resources’ insider-affiliated holder has filed a notice to sell up to 50,154 shares of common stock under Rule 144. The filing lists Morgan Stanley Smith Barney LLC as broker, with an aggregate market value of $483,484.56 for the planned sale and notes that 71,944,499 common shares were outstanding. The shares to be sold are described as founder shares originally acquired on 12/31/1992.
The notice also details recent Rule 10b5-1 plan sales over the past three months by related entities, including a family LLC and several family trusts, covering multiple transactions in common stock with disclosed gross proceeds for each sale. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
This notice relates to a planned sale of 132,611 shares of common stock under Rule 144 through Morgan Stanley Smith Barney LLC on the NYSE. The filing lists an aggregate market value of $1,278,370.04 for these shares, compared with 71,944,499 shares outstanding.
The shares to be sold were originally acquired through a previously exercised stock option for 119,670 shares paid in cash on 06/30/2004, and a distribution from Golsen Family LLC for 12,941 shares on 10/31/2011. The filing also details recent sales during the past three months under Rule 10b5-1 trading plans by entities such as BGG Family LLC and various Golsen family trusts, with individual trades like 56,744 shares sold on 01/09/2026 for $516,234.21 and 87,772 shares sold on 01/08/2026 for $809,898.58. The signer represents that they are not aware of undisclosed material adverse information about the issuer.
A shareholder of the company with ticker LXU has filed a notice of proposed sale under Rule 144 to sell 19,550 common shares. The filing lists an aggregate market value of $195,304.50 for these shares, with UBS Financial Services Inc. named as broker and the sale targeted for January 14, 2026 on the NYSE. The filing also notes that 71,944,499 shares of this class were outstanding.
The shares to be sold were acquired through multiple stock awards from the issuer between 2019 and 2021, with individual awards dated March 4, 2019; January 5, 2020; December 14, 2020; and October 8, 2021. The form states that the seller represents they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations, consistent with Rule 144 requirements.
LSB Industries, Inc. director Barry H. Golsen reported indirect sales of the company’s common stock through family entities. On January 8, 2026, the Irrevocable Family Trusts sold 12,486 shares at $9.09 and 18,695 shares at $9.06, leaving 115,468 and 96,773 shares held by those trusts. On the same date, BGG Family LLC sold 87,772 shares at $9.23, and on January 9, 2026 it sold another 56,744 shares at $9.10, with BGG holding 189,355 and then 132,611 shares afterward.
The sales were executed at weighted average prices under Rule 10b5-1 trading plans adopted on September 4, 2025. Golsen is trustee of the Irrevocable Family Trusts and a manager and 50% owner of BGG Family LLC, and is deemed to have a pecuniary interest in those holdings. Additional indirect holdings include 44,029 shares in a revocable trust and 693 shares held by his spouse, for which he disclaims beneficial ownership, plus 3,568 shares held directly.
Robotti-affiliated investors filed an amended Schedule 13D reporting beneficial ownership of 3,528,347 shares of LSB Industries Inc. common stock, representing 4.9% of the outstanding class. The filing aggregates positions held by Robert E. Robotti, Suzanne Robotti, Robotti & Company entities, and Ravenswood investment vehicles, with key holdings in The Ravenswood Investment Company L.P. and Ravenswood Investments III, L.P.
The investors state that the LSB Industries shares were acquired for investment purposes and not with the present intent to change or influence control, though they reserve the right to change their plans. They describe themselves as long-term, buy-and-hold, supportive, active owners who may engage with management, boards, and other shareholders and may in the future make proposals regarding M&A, capitalization, ownership structure, board composition, or operations, or adjust their holdings through additional purchases or sales.