EMENHISER KIP A. 4

What Happened

• Kip Emenhiser, VP of Finance at LCI Industries (LCII), exercised options on March 1, 2026 and received a concurrent restricted stock unit grant.
• He exercised a total of 1,952 derivative units (491 + 668 + 793) at $133.20 per share, representing gross value of about $260,006.40. The filing also reports disposals of those same exercised shares (i.e., the exercised shares were sold/disposed as reported) and 571 shares were designated for payment of tax liabilities (withheld).
• On the same date he was granted 1,680 restricted stock units (RSUs) (derivative units) with a grant date of March 1, 2026.

Key Details

• Transaction date: March 1, 2026. Exercise price: $133.20 per share.
• Shares exercised: 1,952; gross value ≈ $260,006.40. Shares withheld for taxes: 571 (reported as payment of tax liability).
• Grant: 1,680 RSUs (derivative award) granted March 1, 2026.
• Footnotes: Each stock unit is a contingent right to one share (F1). The 1,680 RSUs vest ratably over three years (first through third anniversaries of March 1, 2026) per footnote F10.
• Filing timeliness: Report filed March 3, 2026 for a March 1, 2026 transaction — appears timely (no late‑filing indicator).

Context

• The form shows an exercise (transaction code M) and matching disposals of the exercised shares, consistent with a cashless exercise or immediate sale of exercised shares; 571 shares were withheld to cover tax obligations (transaction code F).
• The 1,680 RSUs are granted awards (transaction code A) and do not immediately convert to tradable shares — they vest over time per the stated schedule.
• These filings are factual records of transactions and do not, by themselves, indicate the insider’s personal view of the company.