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.
Dimensional Fund Advisors LP filed an amended Schedule 13G reporting ownership of 1,459,592 shares of LSI Industries Inc common stock, representing 4.9% of the class. Dimensional states these shares are owned by various registered investment companies, commingled funds, group trusts and separate accounts it advises, and it disclaims beneficial ownership of the securities while reporting its voting and dispositive powers: 1,428,820 shares with sole voting power and 1,459,592 shares with sole dispositive power. The filing affirms the position is held in the ordinary course of business and not for the purpose of changing control, with the form signed by the Global Chief Compliance Officer on 10/09/2025.
Wilfred T. O'Gara, a director of LSI Industries Inc. (LYTS), reported an open-market purchase of 948 common shares on 10/01/2025 at a price of $23.73 per share. After the transaction he beneficially owns 61,435 shares directly, and his spouse holds 55,620 shares indirectly. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
Ernest W. Marshall Jr., a director of LSI Industries Inc. (LYTS), purchased 948 common shares on 10/01/2025 at a reported price of $23.73 per share. After the transaction he beneficially owned 19,352 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
This filing simply reports an insider purchase and the resulting ownership level; it does not include any commentary on intent or additional transactions.
Chantel E. Lenard, a director of LSI Industries Inc. (LYTS), purchased 948 common shares on 10/01/2025 at a reported price of $23.73. Following the purchase, the filing shows total beneficial ownership of 36,773 shares. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person and lists the acquisition as a non-derivative transaction.
Amy Hanson, a director of LSI Industries Inc. (LYTS), reported an internal transaction on a Form 4 showing she acquired 948 common shares on 10/01/2025 at a price of $23.73 per share. Following the transaction she beneficially owns 65,018 shares, an amount the filer notes was adjusted for a dividend reinvestment plan acquisition of 94 shares. The filing was signed on behalf of Ms. Hanson by an attorney-in-fact on 10/03/2025. No derivative transactions, option exercises, or other securities classes are reported in this Form 4.
Ronald D. Brown, a director of LSI Industries Inc. (LYTS), reported a purchase of 948 common shares on 10/01/2025 at a price of $23.73 per share. After the transaction he beneficially owned 71,945 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing only discloses this non-derivative purchase and does not provide additional context or related transactions.
Robert P. Beech, a director of LSI Industries Inc. (LYTS), reported an insider purchase on Form 4. On 10/01/2025 he acquired 948 common shares at a price of $23.73 per share. After the transaction his beneficial ownership increased to 99,723 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing identifies Mr. Beech as a director and shows the purchase as a direct ownership change.
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.