Boehly Todd L 4

What Happened Todd L. Boehly, a reported 10% owner of LSB Industries, sold 4,889,159 shares of LXU on March 26, 2026 at $14.85 per share, generating proceeds of approximately $72,604,011. The Form 4 reports the disposition as a sale (code S) via open market or private sale. Sales are generally routine insider transactions and do not, by themselves, indicate company outlook.

Key Details

• Transaction date and price: 2026-03-26, 4,889,159 shares at $14.85 per share.
• Total proceeds: ~$72,604,011.
• Shares owned after transaction: Not specified in the provided Form 4 excerpt.
• Footnotes:
  • F1: Some shares were held directly by TLB-LSB, LLC, of which Todd Boehly is the sole member.
  • F2: Some shares were held by another LLC over which Boehly may be deemed to have investment control.
• Filing timeliness: Form filed on 2026-03-30. This filing date falls within the typical two-business-day window following the 2026-03-26 transaction, so it appears to be timely.

Context As a 10% owner, Boehly’s holdings include shares held through controlled LLCs; trades by such owners can reflect portfolio or tax planning and are treated differently than routine employee grants or option exercises. This report documents a disposition (sale) rather than a purchase or exercise, so it should be viewed as a sale record rather than an explicit positive signal about future company prospects.