LSI Industries Insider Adds 1,305 Shares, Total Stake 115,937

Rhea-AI Filing Summary

LSI Industries Inc. (LYTS) – Form 4 insider transaction

Director Wilfred T. O’Gara reported purchasing 1,305 common shares of LSI Industries on 1 July 2025 at a price of $17.24 per share. Following the acquisition, O’Gara directly owns 115,937 shares of LYTS stock. No derivative securities were involved and there were no dispositions reported. The filing was signed on 2 July 2025 by an attorney-in-fact.

This single transaction modestly increases the director’s stake and may signal incremental insider confidence, although the volume is small relative to LSI’s total shares outstanding.

Positive

• Insider purchase: Director acquired 1,305 shares at $17.24, indicating personal commitment and potential confidence in LYTS.

Negative

• None.

Insights

Securities Analyst

TL;DR: Small insider purchase is mildly positive, confirms director alignment but immaterial to valuation.

The 1,305-share purchase (~$23k) marginally lifts Director O’Gara’s direct holdings to 115,937 shares. Insider buys typically indicate confidence; however, the amount is <1% of daily trading volume and immaterial to market cap. With no derivatives or sales, the direction is unambiguously positive, yet the transaction alone should not alter an investment thesis. Monitor for follow-on purchases or broader insider activity for a clearer signal.

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^*

OGARA WILFRED T

(Last) (First) (Middle)

8180 CORPORATE PARK DRIVE

SUITE 301

(Street)

CINCINNATI OH 45242

(City) (State) (Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2025

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

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

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

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	07/01/2025		A		1,305	A	$17.24	115,937	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:

	/s/ F. M. Reuter as Attorney-in-Fact for Wilfred T. O'Gara	07/02/2025
	** 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.

FAQ

How many LYTS shares did Director Wilfred T. O’Gara buy?

He purchased 1,305 common shares on 07/01/2025.

What was the purchase price for the LYTS shares?

The reported acquisition price was $17.24 per share.

What is Wilfred T. O’Gara’s total direct ownership after the transaction?

His direct holdings increased to 115,937 shares.

Were any LYTS shares sold by the director?

No, the Form 4 shows only an acquisition; no shares were disposed of.

Did the filing include any derivative securities?

No derivative securities were reported in Table II.