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.
LSI Industries, Inc. (LYTS) provides its annual 10-K with corporate details and selected financial disclosures. The company lists its principal executive offices in Cincinnati, Ohio, and reports an implied market value of common equity of $580,496,057 based on a $19.42 closing share price. Common shares outstanding were 30,054,532 and 29,222,414 for current and prior periods. The board declared a dividend of $0.20 per share. The company maintains a $75 million revolving credit facility with $35.7 million available and a borrowing rate of 5.4% as of June 30, 2025. LSI disclosed acquisitions including CBH and EMI with purchase considerations: initial cash funded portion $25.9 million, total consideration $29.1 million including contingent earnouts of $3.3 million. The company reports foreign currency transaction (losses) of ($0.4) million and $0.3 million for fiscal 2025 and 2024, respectively, and mentions contingent earnout valuation of $3.4 million translated to USD as of June 30, 2025.
Insider transactions by James A. Clark at LSI Industries (LYTS)
The filing shows a series of transactions on September 9–11, 2025 in which the reporting person acquired 500,000 shares at $4.40 per share (reported as Code M) and sold 500,000 shares in multiple transactions at weighted-average prices ranging from $22.55 to $23.13, resulting in a reported beneficial ownership of 421,313 shares after the transactions. The Form 4 also reports existing derivative holdings: a previously reported option to buy 500,000 common shares (exercise price $4.40) exercisable through November 1, 2028 and an option with $6.80 exercise price underlying 76,271 shares expiring August 19, 2030. The filing discloses 205,572 common shares held in the company deferred compensation plan.
James E. Galeese, Executive Vice President and Chief Financial Officer of LSI Industries Inc. (LYTS), reported multiple option exercises and share transactions dated 09/08/2025. The filing shows option exercises that resulted in acquisitions of 32,874 shares at an exercise price of $9.15 and 21,701 shares at $5.92. On the same date the reporting person sold shares in multiple transactions with a reported weighted average sale price of $23.29, and specific sales tied to the exercised lots are noted. The Form 4 lists remaining beneficial ownership and outstanding options across several strike prices with vesting schedules. The filing includes an explanation that the options were exercised for tax and financial planning purposes and that some shares are held in the company’s Non-Qualified Deferred Compensation Plan.
Form 144 Notice — LSI Industries Inc (LYTS)
This Form 144 records a proposed sale of 500,000 shares of common stock to be executed on 09/09/2025 on NASDAQ, with an aggregate market value of $11,500,000.00. The filing states the shares were acquired the same day (09/09/2025) via a stock option exercise and paid for in cash. The broker listed is E*TRADE from Morgan Stanley, Alpharetta, GA.
The filer also disclosed three recent sales by James A. Clark in late August 2025 totaling 73,726 shares for gross proceeds of $1,696,856.00 across three dates (08/25/2025–08/27/2025). The notice includes the standard representation that the seller is unaware of undisclosed material adverse information.
LSI Industries (LYTS) insider filing: An individual reported the proposed sale of 54,575 common shares through Morgan Stanley Smith Barney on the NASDAQ, with an aggregate market value of $1,271,084.50. The shares were acquired and are proposed to be sold on 09/08/2025 following a stock option exercise, with cash used to pay the option consideration.
The filer disclosed prior sales by the same person: 18,345 shares sold on 08/27/2025 for $419,515.08. The company has 30,004,460 shares outstanding. The filer certified they are not aware of undisclosed material adverse information about the issuer.
Thomas A. Caneris, Executive Vice President, HR & General Counsel of LSI Industries Inc. (LYTS), reported a Form 4 showing a sale and existing option holdings. On 08/27/2025 he disposed of 7,544 common shares at $23.08 each to satisfy tax withholding obligations from vested restricted stock units and performance share units, leaving 114,016 shares directly owned. The filing also discloses 155,555 shares held in the companys Non-Qualified Deferred Compensation Plan. Previously reported stock options remain: an option covering 100,000 shares exercisable at $4.04, plus additional options for 73,404 and 21,928 shares with exercise prices disclosed and vesting schedules noted. Transactions were signed by an attorney-in-fact on 08/29/2025.
James E. Galeese, Executive VP and CFO of LSI Industries Inc. (LYTS), reported a Section 16 Form 4 disclosing insider transactions on 08/27/2025. The filing shows a sale of 6,064 common shares at $23.08 to cover taxes upon vesting of restricted stock units and performance share units. Following the reported transactions, Mr. Galeese beneficially owns 173,288 common shares. The filing also lists previously reported holdings of 60,000, 38,000, 43,898, 75,606, and 22,586 stock options with exercise prices ranging from $3.83 to $9.15, and vesting schedules described in the form.
LSI Industries Inc. (LYTS) insider disclosure: James A. Clark, CEO and President and a director, reported a sale of 26,597 common shares on 08/27/2025 at $23.08 per share to satisfy tax obligations on vested restricted stock units and performance share units. After the reported sale, Mr. Clark beneficially owns 421,313 common shares directly and 202,668 shares indirectly through the company’s Non-Qualified Deferred Compensation Plan.
He also holds outstanding stock options previously reported: an option to buy 500,000 shares exercisable under specified vesting conditions (exercise price $4.40, expiration 11/01/2028) and another option for 76,271 shares (exercise price $6.80, expiration 08/19/2030).
LSI Industries Inc. (LYTS) insider Thomas A. Caneris reported multiple transactions on Form 4. On 08/25/2025 and 08/26/2025 he sold a total of 12,688 common shares at prices near $23 per share; a separate reported gift of 304 shares was made to Holy Trinity St. Nicholas. After these dispositions, Mr. Caneris is shown beneficially owning 121,560 common shares directly and an additional 155,555 shares held in the companys Non-Qualified Deferred Compensation Plan. He also continues to hold stock options covering 195,332 shares with exercise prices between $3.83 and $6.80 and various vesting schedules.
The Form 4 notes the sales were disposals to cover taxes upon RSU/PSU vesting and documents an attorney-in-fact signature dated 08/27/2025.
James E. Galeese, Executive Vice President and Chief Financial Officer of LSI Industries Inc. (LYTS), reported dispositions of common stock and disclosed existing option holdings and deferred compensation shares. The filing shows sales of 6,013 shares on 08/25/2025 at $23.01 and 6,268 shares on 08/26/2025 at $22.95, with the number of common shares beneficially owned declining to 179,352 after the second sale. The report also identifies 74,333 shares held in the company’s Non-Qualified Deferred Compensation Plan and multiple outstanding stock options with strikes ranging from $3.83 to $9.15 covering tens of thousands of shares.
The filing notes that certain dispositions were to satisfy taxes upon vesting of restricted stock units and performance share units, and option grants have defined vesting schedules. All holdings shown are reported as direct beneficial ownership.