Form 4: LSB Industries CFO Sells Shares Under 10b5-1 Plan

LSB Industries' EVP and CFO, Cheryl Maguire, sold a total of 9,101 shares of common stock in January 2026 under a pre-arranged 10b5-1 trading plan.

Summary

• Cheryl Maguire, Executive Vice President and Chief Financial Officer of LSB Industries, Inc. (LXU), reported the sale of common stock.
• On January 14, 2026, 7,551 shares of common stock were sold at a weighted average price of $10.00 per share.
• On January 15, 2026, an additional 1,550 shares of common stock were sold at a weighted average price of $10.00 per share.
• The total number of shares sold across both transactions is 9,101.
• These sales were executed pursuant to a Rule 10b5-1 trading plan adopted by Ms. Maguire on March 13, 2025.
• Following these transactions, Ms. Maguire directly beneficially owns 199,169 shares of LSB Industries common stock.

Sentiment

Score: 5

Explanation: The sentiment is neutral. While insider selling can sometimes be perceived negatively, the fact that these sales were conducted under a pre-arranged 10b5-1 trading plan mitigates concerns that the executive is selling based on new, negative material non-public information. It is likely for personal financial planning or diversification.

Positives

• The sales were conducted under a pre-arranged Rule 10b5-1 trading plan, indicating the transactions were scheduled in advance and not based on immediate, non-public information.

Negatives

• Insider selling, even when pre-planned, reduces the direct ownership stake of a key executive in the company.

Future Outlook

This filing, an insider transaction report, does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Management Comments

• Cheryl Maguire, EVP and CFO, executed sales of common stock totaling 9,101 shares under a Rule 10b5-1 trading plan.

Industry Context

This insider transaction report is specific to LSB Industries and its executive, Cheryl Maguire. It does not provide information directly related to broader industry trends or competitive landscape analysis.

Corporate Governance

Stakeholder Impact

• Shareholders may note the reduction in direct ownership by a key executive, though the pre-planned nature of the transactions under a 10b5-1 plan generally mitigates concerns about immediate negative sentiment or a signal of deteriorating company fundamentals.

Key Dates

Recommendation

The sale of shares by EVP and CFO Cheryl Maguire was conducted under a Rule 10b5-1 trading plan, which was adopted well in advance of the transaction dates. This indicates the sale was pre-scheduled and not based on recent material non-public information. While insider selling can sometimes be viewed negatively, the planned nature of these transactions suggests it is likely for personal financial planning or diversification rather than a signal of deteriorating company fundamentals. Therefore, this filing alone does not provide a basis to alter an existing investment thesis for LSB Industries.

Keywords

LSB Industries, LXU, insider trading, Form 4, stock sale, Cheryl Maguire, CFO, 10b5-1 plan