Foster Michael J. 4

What Happened

• Michael J. Foster, EVP, General Counsel and Secretary of LSB Industries (LXU), received 12,159 shares upon vesting of performance-based restricted stock units on 2026-01-26 at $9.88/share (value $120,131).
• To satisfy tax withholding obligations, the issuer withheld 2,514 shares (time-based RSUs) and 5,363 shares (performance-based RSUs) at the same $9.88 price; those withholdings totaled $77,824. No open-market sales occurred. Net result: Foster gained 4,282 shares (approx. $42.3k at $9.88).

Key Details

• Transaction date: January 26, 2026. Report filed January 28, 2026 (appears timely).
• Price recorded: $9.88 per share for both the award and the withheld shares.
• Shares acquired: 12,159 (award); Shares withheld for taxes: 2,514 and 5,363 (total 7,877).
• Net shares added: 4,282 (12,159 − 7,877).
• Footnotes: F1/F3 = shares withheld by the issuer to satisfy tax withholding on vesting (no open-market sale); F2 = shares acquired upon vesting of performance-based RSUs.
• Filing does not disclose total shares beneficially owned by the reporting person after these transactions in the provided details.

Context

• This was an RSU vesting event (award), not a discretionary purchase or open-market sale. Tax-withholding share retention is routine and does not indicate a market-sale decision.
• Transaction codes: A = award/grant (vesting); F = tax withholding (issuer withheld shares to cover taxes).
• For retail investors: awards increase insider exposure when net shares are added; here the insider had a modest net increase of 4,282 shares.