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 director Robert P. Beech reported an equity award of 853 common shares. The shares were granted as restricted stock units at a reference price of $26.39 per share and will vest one year from the grant date. After this compensation-related acquisition, Beech directly holds 102,994 common shares of LSI Industries.
LSI Industries Inc. CEO and President James Anthony Clark reported an acquisition of 7,125 common shares as a grant or award. The shares were credited at no cash cost to him and were acquired in the company’s Non-Qualified Deferred Compensation Plan at prices ranging from $18.51 to $26.56 per share. Following these updates, he reported direct ownership entries of 421,313 and 217,366 common shares in separate holdings lines.
Galeese James E reported acquisition or exercise transactions in this Form 4 filing.
LSI Industries Executive VP and CFO James E. Galeese received an award of 2,463 Common Shares on June 30, 2026. The grant was made through the company’s Non-Qualified Deferred Compensation Plan and recorded at $0.00 per share, bringing one direct holding account to 79,412 shares. A separate holding line in the filing shows 173,288 Common Shares held directly.
LSI Industries EVP and General Counsel Thomas A. Caneris reported an acquisition of 3,925 common shares, received as a grant under the company’s Non-Qualified Deferred Compensation Plan. The footnote states these shares were acquired during the quarters ended March 31 and June 30, 2026 at prices between $18.51 and $26.56 per share. Following the award, he directly holds 163,652 common shares.
LSI Industries Inc. filed an amended report to add full financial details for its acquisition of SRR Holdings, Inc. (Royston). The amendment supplies Royston’s audited 2024–2025 financial statements and combined pro forma results showing how the two businesses would look together.
Royston generated $265,023 thousand in net sales and $11,377 thousand in net income in 2025, with total assets of $194,688 thousand. LSI acquired Royston for $325.0 million (plus a prefunded working capital estimate bringing total consideration to $338.2 million), funded with cash, new debt and $98.1 million of equity raised in a February 2026 stock offering.
On a pro forma basis, combined sales would have been $653,255 thousand and net income $21,706 thousand for the nine months ended March 31, 2026, with basic EPS of $0.59. For the year ended June 30, 2025, pro forma sales would have been $842,853 thousand and net income $31,547 thousand, or basic EPS of $0.89.
LYTS submitted a Form 144 notice reporting a proposed sale of Common shares by an affiliate identified as Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists multiple grant/lot dates with discrete share counts (examples shown) and dates through 07/01/2025.
LSI Industries director Wilfred T. O’Gara reported an open-market sale of company stock. On June 1, 2026, he sold 10,369 Common Shares at $24.09 per share. After this transaction, he directly holds 103,686 shares, including shares in a joint account with his spouse, indicating a partial reduction rather than an exit.
LSI Industries Executive VP and CFO James E. Galeese reported an exercise-and-sell transaction in company stock. On May 28, 2026, he exercised options covering a total of 136,578 common shares at exercise prices of $6.80, $3.83 and $4.94 per share.
He then sold 136,578 common shares in open-market transactions at a weighted average price of $24.29 per share, with individual sale prices ranging from $23.96 to $24.74. Following these transactions, Galeese directly owns 173,288 common shares of LSI Industries.
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.
LYTS notice of proposed sale lists securities tied to option exercise and equity awards. The filing itemizes a Stock Option Exercise of 60,000 shares dated 05/28/2026 and multiple grant items described as Performance Shares and Restricted Stock with grant dates and share counts.