Form 4: LSB Industries CFO Boosts Stake Post-RSU Vesting

Cheryl Maguire, EVP and CFO of LSB Industries, Inc., increased her direct beneficial ownership of common stock by 4,323 shares following the vesting of restricted stock units.

Summary

• Cheryl Maguire, EVP and CFO of LSB Industries, Inc. (LXU), reported transactions involving the company's common stock.
• On January 26, 2026, Maguire acquired 12,274 shares of common stock upon the vesting of performance-based restricted stock units (RSUs) granted under the LSB Industries, Inc. 2016 Long Term Incentive Plan.
• Concurrently, 2,538 shares were withheld by the Issuer to satisfy tax withholding obligations related to the vesting of time-based RSUs.
• Additionally, 5,413 shares were withheld by the Issuer for tax obligations associated with the vesting of the performance-based RSUs.
• The transactions occurred at a price of $9.88 per share.
• Following these transactions, Maguire directly beneficially owns 188,603 shares of LSB Industries common stock.
• The net effect of these transactions was an increase of 4,323 shares in her direct beneficial ownership (12,274 acquired 2,538 withheld 5,413 withheld).

Sentiment

Score: 6

Explanation: The filing reports the vesting of restricted stock units, including performance-based awards, which suggests the achievement of certain company objectives. The net increase in the EVP and CFO's direct beneficial ownership is generally viewed as a positive signal of management's alignment with shareholder interests.

Positives

• Cheryl Maguire, EVP and CFO, acquired 12,274 shares of common stock through the vesting of performance-based restricted stock units, indicating achievement of performance targets.
• The net increase of 4,323 shares in her direct beneficial ownership demonstrates continued alignment of management's interests with shareholders.

Negatives

• No inherent negatives are present in this routine insider transaction filing. Shares withheld for tax are a standard practice.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This is a routine insider transaction filing, common across all industries, reflecting executive compensation practices involving equity awards. It does not provide specific insights into broader industry trends or competitive landscape.

Comparison to Industry Standards

• The vesting of restricted stock units (RSUs) and subsequent tax withholding is a standard practice for executive compensation across publicly traded companies.
• The LSB Industries, Inc. 2016 Long Term Incentive Plan is a typical mechanism for aligning executive incentives with shareholder value.
• No specific comparable companies or projects are mentioned in this filing to allow for a detailed comparison.

Related Party Transactions

• The transactions involve the company (Issuer) and an executive officer (Cheryl Maguire) related to her compensation plan, which is a common form of related party transaction in the context of executive equity awards. No other related party dealings are disclosed.

Stakeholder Impact

• Shareholders: A slight positive impact due to increased insider ownership, which can signal confidence in the company's future. The vesting of performance-based RSUs implies that certain company performance targets were met, which is beneficial for shareholders.
• Employees: No direct impact on general employees is indicated.
• Customers/Suppliers/Creditors: No direct impact is indicated.

Key Dates

Keywords

LSB Industries, LXU, Form 4, Insider transaction, Executive compensation, Restricted stock units, RSU vesting, Cheryl Maguire, Stock acquisition, Corporate governance