LSI Industries director granted stock awards

OGARA WILFRED T reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 3,271 shares

Grant/Award 3 txns

Insider OGARA WILFRED T

Role Director

Type	Security	Shares	Price	Value
Grant/Award	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 — 106,965 shares (Direct)

Footnotes (2)

1. F1. Common shares acquired under Non-Employee Director Deferred Compensation Program ("NEDDCP")
2. F2. Restricted stock units reporting person elected to defer under NEDDCP. Column 5 adjusted for dividend reinvestment of 8 shares. Includes shares held in joint account with spouse.

Key Figures

July 1, 2026 award: 853 shares at $26.39 April 1, 2026 award: 1,200 shares at $18.75 January 2, 2026 award: 1,218 shares at $18.47 +2 more

5 metrics

July 1, 2026 award 853 shares at $26.39 Common shares granted as compensation on July 1, 2026

April 1, 2026 award 1,200 shares at $18.75 Common shares granted as compensation on April 1, 2026

January 2, 2026 award 1,218 shares at $18.47 Common shares granted as compensation on January 2, 2026

Shares after latest grant 106,965 shares Total common shares directly held after July 1, 2026 transaction

2026 acquire transactions 3 grants Number of compensation-related acquisitions reported in 2026

Key Terms

Non-Employee Director Deferred Compensation Program, Restricted stock units, dividend reinvestment, grant/award acquisition, +1 more

5 terms

Non-Employee Director Deferred Compensation Program financial

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

dividend reinvestment financial

"Column 5 adjusted for dividend reinvestment of 8 shares."

Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.

grant/award acquisition financial

"transaction_action": "grant/award 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did LSI Industries (LYTS) disclose for Wilfred T. O’Gara?

LSI Industries reported that director Wilfred T. O’Gara received three stock awards of common shares in 2026. These were compensation-related grants, not open-market purchases, and were made under the company’s Non-Employee Director Deferred Compensation Program.

How many LSI Industries shares did Wilfred T. O’Gara receive in 2026 grants?

Wilfred T. O’Gara was granted 1,218 common shares on January 2, 1,200 shares on April 1, and 853 shares on July 1, 2026. All awards were issued as compensation rather than market purchases, at prices between $18.47 and $26.39 per share.

What is Wilfred T. O’Gara’s total LSI Industries shareholding after these transactions?

After the reported stock awards and related adjustments, Wilfred T. O’Gara holds 106,965 LSI Industries common shares directly. This total includes shares held in a joint account with his spouse and reflects dividend reinvestment adjustments disclosed in the filing footnotes.

Were Wilfred T. O’Gara’s LSI Industries transactions open-market buys or compensation grants?

The transactions were compensation grants, not open-market buys. All three Form 4 entries are coded as awards (code A) and described as grants or other acquisitions, tied to the Non-Employee Director Deferred Compensation Program rather than discretionary market purchases.

What is the Non-Employee Director Deferred Compensation Program (NEDDCP) at LSI Industries?

The Non-Employee Director Deferred Compensation Program allows LSI Industries directors to receive and defer compensation in common shares and restricted stock units. Footnotes indicate O’Gara’s common shares and deferred restricted stock units were acquired and adjusted, including dividend reinvestment, under this program.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/06/2026 - 04:21 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^*

OGARA WILFRED T

(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	104,904	D
Common Shares(1)	04/01/2026		A		1,200	A	$18.75	106,104	D
Common Shares(2)	07/01/2026		A		853	A	$26.39	106,965	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. Includes shares held in joint account with spouse.

	/s/ F.M. Reuter as Attorney-in-Fact for Wilfred T. O'Gara	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)