Myers Linda Kristine 4
4 · LCI INDUSTRIES · Filed May 13, 2026
Research Summary
AI-generated summary of this filing
LCI Industries Director Linda Myers Exercises Options, Receives RSUs
What Happened Linda Kristine Myers, a director of LCI Industries (LCII), exercised/conversion of derivative securities for 1,761 shares (code M) at $112.42 per share for an aggregate $197,972 and simultaneously disposed of those 1,761 shares (indicating an immediate sale/cashless exercise). On the same date (May 12, 2026) she was credited with 1,335 restricted stock units (RSUs) (code A) at $0.00 — these RSUs vested in full on May 12, 2026 per the filing.
Key Details
- Transaction date: May 12, 2026. Exercise/conversion and disposition: 1,761 shares at $112.42 each (total $197,972). Grant/award: 1,335 RSUs at $0.00.
- Shares owned after transaction: not disclosed in this filing.
- Relevant footnotes: F3 — the 1,335 restricted stock units vested in full on May 12, 2026. F1/F2/F6 — stock/unit references include dividend-equivalent units for certain grants per the Omnibus Incentive Plan. F5 describes deferred stock units (DSUs) treatment for director fees (not directly changing the above counts).
- Filing timeliness: filing date 2026-05-13 for a transaction on 2026-05-12 — appears timely (not marked late).
Context
- The paired exercise (M) and immediate disposition (reported disposition of the same 1,761 shares) is consistent with a cashless exercise or same-day sale of exercised shares; this converts derivatives into cash rather than adding to long-term shareholdings. Receiving vested RSUs is a non-cash compensation event — these RSUs convert to shares subject to the plan terms and are usually part of director compensation rather than an open-market purchase.
Insider Transaction Report
Form 4
LCI INDUSTRIESLCII
Myers Linda Kristine
Director
Transactions
- Exercise/Conversion
Common Stock
2026-05-12$112.42/sh+1,761$197,972→ 5,267 total - Exercise/Conversion
Restricted Stock Unit
[F1][F2][F3]2026-05-12$112.42/sh−1,761$197,972→ 0 total→ Common Stock (1,761 underlying) - Award
Restricted Stock Unit
[F1][F4]2026-05-12+1,335→ 1,335 total→ Common Stock (1,335 underlying)
Holdings
- 1,171
Deferred Stock Unit
[F1][F5][F6]→ Common Stock (1,171 underlying)
Footnotes (6)
- [F1]Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
- [F2]Includes 74 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and 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 vested in full on May 12, 2026, the date of the 2026 annual meeting of stockholders.
- [F4]These restricted stock units will vest in full on the earlier of May 12, 2027 or the date of next year's annual meeting of stockholders.
- [F5]These shares represent deferred stock units "DSUs" earned from quarterly director fees, the settlement of these DSUs will vest upon the conclusion of the director's board service with the Company, per the election of the director.
- [F6]Includes 49 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) June 13, 2025, September 12, 2025, December 12, 2025, and 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 D. Etzkorn on behalf of Linda K. Myers|2026-05-13