STOCK TITAN

LSI Industries (LYTS) EVP sells 109K shares after exercising 60K options

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

LSI Industries executive Thomas A. Caneris reported a large option exercise and share sale in LSI Industries Inc. common stock. On May 28, 2026, he exercised options to acquire 60,000 common shares at an exercise price of $4.04 per share and sold 109,226 common shares in open-market transactions at a weighted average price of $24.29 per share, with individual trades ranging from $24.02 to $24.42. After these transactions, he directly holds 64,790 common shares and 40,000 remaining options to buy additional shares.

Positive

  • None.

Negative

  • None.
Insider Caneris Thomas A
Role EVP, HR and General Counsel
Sold 109,226 shs ($2.65M)
Type Security Shares Price Value
Exercise Option to Buy 60,000 $0.00 --
Exercise Common Shares 60,000 $4.04 $242K
Sale Common Shares 60,000 $24.29 $1.46M
Sale Common Shares 8,151 $24.29 $198K
Sale Common Shares 41,075 $24.29 $998K
Holdings After Transaction: Option to Buy — 40,000 shares (Direct, null); Common Shares — 174,016 shares (Direct, null)
Footnotes (1)
  1. The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $24.02 to $24.42. The Reporting Person undertakes to provide full pricing information to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request. These holdings have been previously reported on Form 4. Non-qualified stock option granted pursuant to the Employment Offer Letter dated June 13, 2019 between the Reporting Person and the Issuer as an inducement award aside the Issuer's 2012 Stock Incentive Plan in accordance with NASDAQ Listing Rule 5635(c)(4). The option vests as follows: 100,000 shares on August 5, 2022. The vesting of the option is subject to the Reporting Person's continued employment with the Issuer as SVP, HR and General Counsel on August 5, 2022.
Shares sold 109,226 shares Total common shares sold on May 28, 2026
Sale price (weighted average) $24.29 per share Weighted average sale price for common shares
Sale price range $24.02–$24.42 per share Price range of individual sale transactions
Options exercised 60,000 shares Common shares acquired via option exercise
Option exercise price $4.04 per share Exercise price of non-qualified stock option
Shares held after 64,790 shares Direct common share holdings after transactions
Options remaining 40,000 options Remaining option to buy common shares after exercise
weighted average price financial
"The reported price is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Non-qualified stock option financial
"Non-qualified stock option granted pursuant to the Employment Offer Letter"
A non-qualified stock option (NSO) is a contract that lets an employee or service provider buy company shares at a fixed price for a set period, like a voucher to purchase stock later at today’s price. It matters to investors because exercising NSOs creates ordinary income for the holder and can increase share count, affecting a company’s earnings and ownership mix; think of it as a future sale that can dilute existing shareholders and has immediate tax consequences for the recipient.
inducement award financial
"as an inducement award aside the Issuer's 2012 Stock Incentive Plan"
An inducement award is a special cash or equity payment given to a new hire—often an executive or key employee—outside the company’s regular pay plans to persuade them to join. Think of it like a signing bonus that can align the new person’s goals with shareholders but also represents a cost and can reduce existing owners’ percentage of the company, so investors watch these awards for their impact on ownership and future performance.
NASDAQ Listing Rule 5635(c)(4) regulatory
"in accordance with NASDAQ Listing Rule 5635(c)(4)."
NASDAQ Listing Rule 5635(c)(4) is a rule that requires a company to get approval from its shareholders before selling a large amount of its shares, usually over 20%. This helps protect investors by making sure the company doesn't flood the market with new shares without their say, which could lower the stock's value.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
SEC Form 4
FORM 4UNITED 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*
Caneris Thomas A

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, HR and General Counsel
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/28/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Shares05/28/2026M60,000A$4.04174,016D
Common Shares05/28/2026S60,000D$24.29(1)114,016D
Common Shares05/28/2026S8,151D$24.29(1)105,865D
Common Shares05/28/2026S41,075D$24.29(1)64,790D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option to Buy(2)$4.0405/28/2026M60,000 (3)08/05/2029Common Shares60,000$040,000D
Explanation of Responses:
1. The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $24.02 to $24.42. The Reporting Person undertakes to provide full pricing information to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission upon request.
2. These holdings have been previously reported on Form 4.
3. Non-qualified stock option granted pursuant to the Employment Offer Letter dated June 13, 2019 between the Reporting Person and the Issuer as an inducement award aside the Issuer's 2012 Stock Incentive Plan in accordance with NASDAQ Listing Rule 5635(c)(4). The option vests as follows: 100,000 shares on August 5, 2022. The vesting of the option is subject to the Reporting Person's continued employment with the Issuer as SVP, HR and General Counsel on August 5, 2022.
/s/ F. Mark Reuter as Attorney-in-Fact for Thomas A. Caneris06/01/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transactions did LYTS executive Thomas Caneris report?

Thomas A. Caneris reported exercising 60,000 stock options and selling 109,226 LSI Industries (LYTS) common shares. The sales were open-market transactions at a weighted average price of $24.29 per share on May 28, 2026, following the option exercise.

At what prices did Thomas Caneris sell LSI Industries (LYTS) shares?

He sold 109,226 LSI Industries (LYTS) common shares at a weighted average price of $24.29. The Form 4 notes the individual sale prices ranged from $24.02 to $24.42 per share across multiple open-market transactions executed on May 28, 2026.

How many LSI Industries (LYTS) shares does Thomas Caneris own after the Form 4 trades?

After the reported trades, Thomas A. Caneris directly holds 64,790 LSI Industries (LYTS) common shares. He also retains 40,000 options to buy additional common shares, giving him a continuing equity interest in the company beyond the shares he sold.

What options did Thomas Caneris exercise in his LYTS Form 4 filing?

He exercised a non-qualified stock option for 60,000 LSI Industries (LYTS) common shares at an exercise price of $4.04 per share. These options were granted as an inducement award under an employment offer letter and had previously vested on August 5, 2022.

How many LSI Industries (LYTS) shares did Thomas Caneris sell on May 28, 2026?

On May 28, 2026, Thomas A. Caneris reported selling a total of 109,226 LSI Industries (LYTS) common shares. The sales were classified as open-market transactions under code "S" on the Form 4, following the exercise of 60,000 stock options.