[Form 4] LSI INDUSTRIES INC Insider Trading Activity

Rhea-AI Filing Summary

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.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Lenard Chantel E

Role null

Type	Security	Shares	Price	Value
NULL	Common Shares	853	$26.39	$23K
Grant/Award	Common Shares	1,200	$18.75	$23K
Grant/Award	Common Shares	1,218	$18.47	$22K

Holdings After Transaction: Common Shares — 40,052 shares (Direct, null)

Footnotes (1)

1. Common shares acquired under Non-Employee Director Deferred Compensation Program ("NEDDCP") Restricted stock units reporting person elected to defer under NEDDCP. Column 5 adjusted for dividend reinvestment of 8 shares.

Key Figures

July 2026 transaction size: 853 shares at $26.39/share April 2026 grant: 1,200 shares at $18.75/share January 2026 grant: 1,218 shares at $18.47/share +1 more

4 metrics

July 2026 transaction size 853 shares at $26.39/share Non-derivative common share transaction on July 1, 2026

April 2026 grant 1,200 shares at $18.75/share Grant or award acquisition on April 1, 2026

January 2026 grant 1,218 shares at $18.47/share Grant or award acquisition on January 2, 2026

Post-transaction holdings 40,052 shares Direct common shares following July 1, 2026 transaction

Key Terms

Non-Employee Director Deferred Compensation Program, NEDDCP, Restricted stock units, Grant, award, or other acquisition, +1 more

5 terms

Non-Employee Director Deferred Compensation Program financial

"Common shares acquired under Non-Employee Director Deferred Compensation Program ("NEDDCP")"

NEDDCP financial

"Restricted stock units reporting person elected to defer under NEDDCP."

Restricted stock units financial

"Restricted stock units reporting person elected to defer under NEDDCP."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

Common Shares financial

"security_title: Common Shares"

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/06/2026 - 04:18 PM Accepted by SEC EDGAR 07/06/2026 - 04:17 PM Learn about SEC filing dates

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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

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^*

Lenard Chantel E

(Last) (First) (Middle)

C/O LSI INDUSTRIES INC.

10000 ALLIANCE RD

(Street)

CINCINNATI OHIO 45242

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
LSI INDUSTRIES INC [ LYTS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
			Code	V	Amount	(A) or (D)	Price
Common Shares(1)	01/02/2026		A		1,218	A	$18.47	37,991	D
Common Shares(1)	04/01/2026		A		1,200	A	$18.75	39,191	D
Common Shares(2)	07/01/2026				853	A	$26.39	40,052	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Common shares acquired under Non-Employee Director Deferred Compensation Program ("NEDDCP")

2. Restricted stock units reporting person elected to defer under NEDDCP. Column 5 adjusted for dividend reinvestment of 8 shares.

	/s/ F. M. Reuter as Attorney-in-Fact for Chantel E. Lenard	07/06/2026
	** 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.
* Form 4: SEC 1474 (03-26)