Systematic Financial Management (LYTS) reports 6.68% stake in LSI Industries

Rhea-AI Filing Summary

Systematic Financial Management, represented by Managing Director, Compliance Michele Egeberg, reports beneficial ownership of LSI Industries Inc. common stock. The firm beneficially owns 2,378,909 shares, representing 6.68% of the outstanding common stock as of June 30, 2026.

Systematic Financial Management has sole voting power over 1,367,919 shares and sole dispositive power over all 2,378,909 shares, with no shared voting or dispositive power reported.

Key Figures

Shares beneficially owned: 2,378,909 shares Percent of class: 6.68% Sole voting power: 1,367,919 shares +4 more

7 metrics

Shares beneficially owned 2,378,909 shares LSI Industries common stock beneficially owned by Systematic Financial Management as of June 30, 2026

Percent of class 6.68% Percentage of LSI Industries common stock class beneficially owned

Sole voting power 1,367,919 shares Shares of LSI Industries over which the filer has sole power to vote

Shared voting power 0 shares Shares with shared power to vote

Sole dispositive power 2,378,909 shares Shares of LSI Industries over which the filer has sole power to dispose

Shared dispositive power 0 shares Shares with shared power to dispose

Signature date 08/14/2026 Date Michele Egeberg signed the ownership report

Key Terms

beneficially owned, sole voting power, sole dispositive power, percent of class

4 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 2,378,909"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Sole power to vote or to direct the vote: 1,367,919"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Sole power to dispose or to direct the disposition of: 2,378,909"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"Percent of class: 6.68 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

How large is Systematic Financial Management’s stake in LSI Industries (LYTS)?

Systematic Financial Management reports beneficial ownership of 2,378,909 LSI Industries common shares, representing 6.68% of the class as of June 30, 2026. This reflects a significant institutional position in LYTS.

What voting power does Systematic Financial Management hold in LSI Industries (LYTS)?

Systematic Financial Management has sole voting power over 1,367,919 LSI Industries shares and no shared voting power. This means it can independently vote those 1,367,919 shares on matters submitted to shareholders.

What dispositive power is reported over LSI Industries (LYTS) shares?

The filer reports sole dispositive power over 2,378,909 LSI Industries shares and no shared dispositive power. Sole dispositive power means authority to decide if and when those shares are sold or otherwise disposed of.

Who filed the Schedule 13G/A for LSI Industries (LYTS)?

The Schedule 13G/A is filed by Systematic Financial Management, with Michele Egeberg, Managing Director, Compliance, signing the report. The signing date is August 14, 2026 and the position is reported as of June 30, 2026.

Does Systematic Financial Management share ownership control of LSI Industries (LYTS) shares?

No shared powers are reported. The filing states 0 shares with shared voting power and 0 with shared dispositive power, indicating Systematic Financial Management’s reported control is solely held, not shared with other parties.

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

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Available on EDGAR 08/14/2026 - 04:13 PM Accepted by SEC EDGAR 08/14/2026 - 04:07 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

LSI INDUSTRIES INC

(Name of Issuer)

Common Stock, no par value

(Title of Class of Securities)

50216C108

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 50216C108

1

Names of Reporting Persons

SYSTEMATIC FINANCIAL MANAGEMENT LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,367,919.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,378,909.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,378,909.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.68 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: LSI INDUSTRIES INC
(b)	Address of issuer's principal executive offices: 10000 ALLIANCE RD, P O BOX 42728, CINCINNATI, OH, 45242
Item 2.
(a)	Name of person filing: Michele Egeberg, Managing Director, Compliance
(b)	Address or principal business office or, if none, residence: 300 Frank W. Burr Blvd., Glenpointe East, 7th Floor, Teaneck, NJ 07666
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock, no par value
(e)	CUSIP No.: 50216C108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2,378,909
(b)	Percent of class: 6.68 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,367,919
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 2,378,909
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

SYSTEMATIC FINANCIAL MANAGEMENT LP

Signature:	Michele Egeberg
Name/Title:	Managing Director, Compliance
Date:	08/14/2026