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LSI Industries Inc. filings document material-event disclosures for an operating manufacturer of commercial lighting, graphics and display solutions. Recent Form 8-K records cover quarterly operating results, Regulation FD presentation materials, GAAP and non-GAAP financial measures, and risk-factor and capital-structure disclosures tied to the company's business.
The filing record also documents material definitive agreements, including senior secured credit facilities, common stock offering activity, and financing arrangements used for working capital, general corporate purposes and growth initiatives. Governance disclosures include shareholder voting results for director elections, auditor ratification and advisory executive-compensation matters.
BROWN RONALD D reported acquisition or exercise transactions in this Form 4 filing.
LSI Industries director Ronald D. Brown received an equity grant of 3,410 common shares on July 1, 2026 at $26.39 per share, increasing his direct holdings to 77,773 shares. Restricted stock units vest one year from grant, and this amendment corrects an earlier report that showed only 853 shares.
LSI Industries director Ernest W. Marshall Jr. reported three equity compensation awards of common shares. On January 2, 2026 he received 1,218 shares at $18.47, on April 1 1,200 shares at $18.75, and on July 1 3,410 shares at $26.39, all under the Non-Employee Director Deferred Compensation Program. After the July award he directly holds 25,188 shares. The amendment states that the July 1 acquisition was previously reported as 853 shares and is now corrected.
LSI Industries Inc. director Wilfred T. O'Gara reported an open-market sale of 10,369 Common Shares on June 1, 2026 at a price of $24.09 per share. Following the transaction, he directly holds 103,686 Common Shares, including shares held in a joint account with his spouse.
LSI Industries Inc. director Chantel E. Lenard reported three equity compensation acquisitions of common shares, all recorded as grants or awards. The largest grant was 3,410 shares at $26.39 on July 1, 2026 under the Non-Employee Director Deferred Compensation Program, bringing direct holdings to 42,609 shares. Earlier awards included 1,200 shares at $18.75 on April 1, 2026 and 1,218 shares at $18.47 on January 2, 2026. An amendment corrects a prior report that had understated the July award.
LSI Industries Inc. director Amy Hanson reported three compensation-related acquisitions of common shares. On January 2, 2026, she acquired 1,218 shares at $18.47 per share; on April 1, 2026, she acquired 1,200 shares at $18.75 per share; and on July 1, 2026, she acquired 3,410 shares at $26.39 per share. The July 1 shares were acquired under the Non-Employee Director Deferred Compensation Program (NEDDCP), and certain restricted stock units were elected to be deferred into that program, with column 5 adjusted for 8 shares of dividend reinvestment. Following these transactions, Hanson directly holds 70,854 common shares. This Form 4/A amends an earlier filing that had incorrectly reported the July 1 acquisition as 853 shares instead of 3,410.
LSI Industries Inc. director Robert P. Beech reported an acquisition of 3,410 Common Shares in the form of restricted stock units on July 1, 2026, as a grant or award. These restricted stock units vest one year from the grant date. Following the award, Beech holds 105,551 Common Shares directly. The filing amends a prior Form 4 that had incorrectly reported the acquisition as 853 shares instead of 3,410.
FMR LLC reports beneficial ownership of 3,986,196.18 shares of LSI Industries Inc. common stock, representing 10.9% of the class as of 06/30/2026. The filing states FMR LLC has sole voting power for 3,980,834 shares and sole dispositive power for 3,986,196.18 shares, and identifies Abigail P. Johnson as having shared dispositive authority under FMR's power of attorney. The disclosure was made on a Schedule 13G and is signed under a power of attorney effective April 13, 2026.
OGARA WILFRED T reported acquisition or exercise transactions in this Form 4 filing.
LSI Industries Inc. director Wilfred T. O’Gara received three stock awards of common shares as part of director compensation, not open-market buying. The awards covered 1,218 shares at $18.47 on January 2, 2026, 1,200 shares at $18.75 on April 1, 2026, and 853 shares at $26.39 on July 1, 2026 under the Non-Employee Director Deferred Compensation Program.
Following these grants and related dividend reinvestment, O’Gara directly holds 106,965 common shares, including shares in a joint account with his spouse.
LSI Industries director Ernest W. Marshall Jr. reported three acquisitions of common shares as part of compensation, not open-market purchases. On January 2, 2026, he received 1,218 common shares at $18.47 per share, followed by 1,200 shares at $18.75 on April 1, 2026, and 853 shares at $26.39 on July 1, 2026. Footnotes state these awards were acquired or deferred under the company’s Non-Employee Director Deferred Compensation Program, including restricted stock units he elected to defer and an adjustment for dividend reinvestment of 8 shares. After the most recent grant, he directly holds 22,631 common shares of LSI Industries.
LSI Industries director Chantel E. Lenard reported routine equity compensation activity and related share movements. Two transactions on January 2, 2026 and April 1, 2026 show awards of 1,218 and 1,200 common shares, respectively, classified as grants or awards. A separate transaction on July 1, 2026 reports 853 common shares at $26.39 per share, recorded as a non-derivative transaction without a specified buy or sell code. Following these entries, Lenard directly held 40,052 common shares. Footnotes explain that some common shares and restricted stock units were acquired or deferred under the Non-Employee Director Deferred Compensation Program.