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Thomas A. Caneris, EVP, HR and General Counsel of LSI Industries Inc. (LYTS), acquired 1,882 common shares during the quarter ended 09/30/2025 through the company's Non-Qualified Deferred Compensation Plan at prices ranging from $17.68 to $23.66 per share. Following the reported transaction, the filing shows total beneficial ownership of 157,437 common shares. The Form 4 was submitted by a single reporting person and signed by an attorney-in-fact.
James A. Clark, CEO and President and a director of LSI Industries Inc. (LYTS), reported an acquisition of 3,417 common shares on 09/30/2025 through the companys Non-Qualified Deferred Compensation Plan. The filing states those shares were purchased during the quarter ended September 30, 2025 at prices ranging from $17.68 to $23.66 per share. The Form 4 lists two reported "beneficially owned following" figures (206,085 and 421,313) that are presented in the filing but are not reconciled within the document. The form is signed by an attorney-in-fact, F. Mark Reuter.
LSI Industries Inc. provides shareholder meeting materials that describe executive pay metrics and committee membership. The Compensation Committee states it uses adjusted EBITDA and RONA as key performance measures because they believe these metrics reflect how effectively the company uses assets and working capital to support growth. The document names the Compensation Committee members as Amy L. Hanson (Chair), Robert P. Beech and Chantel E. Lenard. Appendix figures include discrete dollar items listed as $290, $1,717, $40, $19, $266 and $1,108, though the extract does not label those amounts.
LSI Industries Inc. (LYTS): This Form 4 reports insider Wilfred T. O'Gara's transfer of common shares on 09/15/2025. The filing shows matching dispositions and acquisitions of 55,620 shares each recorded with transaction code "J", and a separate disposition of 55,620 shares reducing direct holdings to 60,487 shares and an indirect holding of 55,620 shares reported as held with spouse. The explanatory note states the change was a transfer of shares to a joint account with the reporting person's spouse. The form is signed by an attorney-in-fact on 09/16/2025.
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.