SMITH RYAN RICHARD 4
4 · LCI INDUSTRIES · Filed Mar 3, 2026
Insider Transaction Report
Form 4
LCI INDUSTRIESLCII
SMITH RYAN RICHARD
Group President - N.A.
Transactions
- Exercise/Conversion
Common Stock
2026-03-01$133.20/sh+3,931$523,609→ 14,023 total - Exercise/Conversion
Common Stock
2026-03-01$133.20/sh+3,722$495,770→ 17,745 total - Exercise/Conversion
Common Stock
2026-03-01$133.20/sh+4,069$541,991→ 21,814 total - Tax Payment
Common Stock
2026-03-01−5,194→ 16,620 total - Exercise/Conversion
Restricted Stock Unit
[F1][F2]2026-03-01$133.20/sh−3,931$523,609→ 0 totalExp: 2026-03-01→ Common Stock (3,931 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F3]2026-03-01$133.20/sh−3,722$495,770→ 3,726 totalExp: 2027-03-01→ Common Stock (3,722 underlying) - Exercise/Conversion
Restricted Stock Unit
[F1][F4]2026-03-01$133.20/sh−4,069$541,991→ 8,141 totalExp: 2028-03-01→ Common Stock (4,069 underlying) - Award
Restricted Stock Unit
[F1][F5]2026-03-01+8,368→ 8,368 totalExp: 2029-03-01→ Common Stock (8,368 underlying) - Award
Performance Stock Unit
[F1][F6]2026-03-01+12,552→ 12,552 totalFrom: 2029-03-01Exp: 2029-03-01→ Common Stock (12,552 underlying) - Disposition to Issuer
Performance Stock Unit
[F1][F7]2026-03-01−23,575→ 0 totalFrom: 2026-03-01Exp: 2026-03-01→ Common Stock (23,575 underlying)
Holdings
- 16,755
Performance Stock Unit
[F1]From: 2027-03-01Exp: 2027-03-01→ Common Stock (16,755 underlying) - 18,314
Performance Stock Unit
[F1]From: 2028-03-01Exp: 2028-03-01→ Common Stock (18,314 underlying)
Footnotes (7)
- [F1]Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
- [F2]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2023.
- [F3]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.
- [F4]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2025.
- [F5]These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026.
- [F6]These Performance Stock Units ("PSUs") represent the contingent right to receive shares of LCII Common Stock, if and to the extent certain Return on Invested Capital and Free Cash Flow performance goals are achieved by the end of 2028. Earned PSUs, if any, will vest on March 1, 2029.
- [F7]Represents the forfeiture of PSUs granted to the reporting person on March 1, 2023 that were eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table II of Form 4. On March 1, 2026, the Company determined that, based on the Company's performance over the applicable performance period, all PSUs under this grant would be forfeited.
Signature
/s/ Lillian D. Etzkorn on behalf of Ryan R. Smith|2026-03-03