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LCI INDUSTRIES·4

Apr 20, 9:14 AM ET

Etzkorn Lillian 4

4 · LCI INDUSTRIES · Filed Apr 20, 2026

Research Summary

AI-generated summary of this filing

Updated

LCI Industries (LCII) CFO Lillian Etzkorn Exercises Options, Sells Shares

What Happened

  • Lillian Etzkorn, EVP and CFO of LCI Industries, exercised derivative awards on April 17, 2026 to acquire 1,131 shares at an exercise price of $123.43 per share (total value shown $139,599). The filing also reports the immediate disposition of 1,131 shares (derivative sale) for the same total value, and 499 shares were surrendered/withheld to cover tax liability (reported as disposed at $0.00). Transaction codes: M = option/derivative exercise and disposal; F = payment of tax liability via share withholding.

Key Details

  • Transaction date: April 17, 2026; Form 4 filed April 20, 2026 (timely file: within required business-day window).
  • Exercise price / reported price: $123.43 per share; reported gross value $139,599 for the 1,131-share exercise/disposition.
  • Tax withholding: 499 shares surrendered to cover taxes (reported as disposed at $0.00).
  • Shares owned after transaction: not specified in the provided excerpt of the filing.
  • Relevant footnotes in the filing explain stock-unit treatment, dividend-equivalent stock units, and vesting schedules for various grants; these notes apply to other awards/disclosures in the filing rather than the exercise itself.

Context

  • This appears to be a cashless exercise: options were exercised and an equal number of shares were immediately disposed of, with additional shares withheld to satisfy taxes — a common, routine executive liquidity event rather than an open-market purchase. Such transactions are standard for exercising vested awards and do not by themselves indicate a change in insider sentiment.

Insider Transaction Report

Form 4
Period: 2026-04-17
LCI INDUSTRIESLCII
Etzkorn Lillian
EVP, CFO
Transactions
  • Tax Payment

    Common Stock

    2026-04-17−499→ 5,122 total
  • Exercise/Conversion

    Common Stock

    2026-04-17$123.43/sh+1,131$139,599→ 5,621 total
  • Exercise/Conversion

    Restricted Stock Unit

    [F1][F2][F3]
    2026-04-17$123.43/sh−1,131$139,599→ 0 total
    Exp: 2026-04-17→ Common Stock (1,131 underlying)
Holdings

  • Restricted Stock Unit

    [F1][F4][F5]
    Exp: 2027-03-01→ Common Stock (1,366 underlying)
    1,366

  • Restricted Stock Unit

    [F1][F6][F7]
    Exp: 2028-03-01→ Common Stock (3,283 underlying)
    3,283

  • Restricted Stock Unit

    [F1][F8][F9]
    Exp: 2029-03-01→ Common Stock (3,374 underlying)
    3,374

  • Performance Stock Unit

    [F1][F10]
    From: 2027-03-01Exp: 2027-03-01→ Common Stock (6,141 underlying)
    6,141

  • Performance Stock Unit

    [F1][F11]
    From: 2028-03-01Exp: 2028-03-01→ Common Stock (7,458 underlying)
    7,458

  • Performance Stock Unit

    [F1][F12]
    From: 2029-03-01Exp: 2029-03-01→ Common Stock (5,111 underlying)
    5,111
Footnotes (12)
  • [F1]Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
  • [F10]Includes 58 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F11]Includes 70 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F12]Includes 48 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F2]Includes 10 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F3]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was April 17, 2023.
  • [F4]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.
  • [F5]Includes 13 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F6]These restricted stock units vest ratably each year on the first through third anniversaries fo the grant date, which was March 1, 2025
  • [F7]Includes 30 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
  • [F8]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026.
  • [F9]Includes 32 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 27, 2026 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
Signature
/s/ Lillian Etzkorn|2026-04-20

Documents

1 file
  • 4
    wk-form4_1776690891.xmlPrimary

    FORM 4