Patrick Industries: receives DOJ second request and files Form S-4

What happened

• Patrick Industries, Inc. reported that on Oct 9, 2026 it and LCI Industries each received a request for additional information and documentary material (the "Second Request") from the U.S. Department of Justice in connection with the merger agreement dated Jun 30, 2026.
• The company reported that it filed a registration statement on Form S-4 on Sep 23, 2026 that includes a preliminary joint proxy statement of Patrick Industries and LCI and also constitutes a prospectus for shares to be issued in the proposed transaction.

Key details

• The merger agreement provides for a first merger of Planet First Merger Sub Inc. with and into LCI, followed immediately by a merger of LCI with and into Planet Second Merger Sub LLC, with Second Merger Sub surviving.
• Patrick Industries and LCI each filed HSR notifications on Aug 5, 2026, voluntarily withdrew those notifications on Sep 4, 2026, and refiled on Sep 9, 2026, which initiated a new waiting period.
• The Oct 9, 2026 Second Request from the DOJ extends the HSR Act waiting period until 30 days after both parties have substantially complied with the Second Request, unless the DOJ terminates the waiting period earlier or the parties agree to an extension.
• The Form S-4 registration statement filed on Sep 23, 2026 includes the preliminary joint proxy statement/prospectus; the registration statement has not yet become effective.

Why it may matter

• Item 8.01 (Other events) reports the DOJ Second Request and the resulting extension of the HSR Act waiting period for the proposed mergers. Item 9.01 (Financial statements and exhibits) reports the filing of the Form S-4 registration statement that includes the preliminary joint proxy statement/prospectus.
• This filing does not show why the insider traded or why the company acted.