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

LSB Industries' EVP and CFO, Cheryl Maguire, sold 5,899 shares of common stock for a weighted average price of $10.01 per share under a pre-arranged 10b5-1 trading plan.

Summary

• Cheryl Maguire, the Executive Vice President and Chief Financial Officer of LSB Industries, Inc. (LXU), reported a sale of the company's common stock.
• The transaction involved the disposition of 5,899 shares of common stock.
• The sale occurred on January 21, 2026.
• The shares were sold at a weighted average price of $10.01 per share, with individual trades ranging from $10.01 to $10.04.
• This sale was executed pursuant to a Rule 10b5-1 trading plan, which Ms. Maguire adopted on March 13, 2025.
• Following this transaction, Ms. Maguire directly beneficially owns 184,280 shares of LSB Industries common stock.

Sentiment

Score: 4

Explanation: The sale of shares by a key executive, even under a pre-arranged 10b5-1 plan, can be perceived as a neutral to slightly negative signal by the market, as it represents a reduction in insider ownership.

Positives

• The transaction was conducted under a Rule 10b5-1 trading plan, indicating a pre-scheduled sale rather than a reaction to recent material non-public events, which enhances transparency.

Negatives

• An executive sold a notable number of shares, which could be interpreted as a reduction in insider ownership, although mitigated by the pre-planned nature of the sale.

Future Outlook

NA

Management Comments

• The reporting person undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Industry Context

This filing is specific to an insider transaction within LSB Industries and does not provide information directly related to broader industry trends or competitive landscape.

Corporate Governance

Stakeholder Impact

• Shareholders may interpret the sale as a neutral to slightly negative signal regarding insider confidence, though the pre-planned nature under a 10b5-1 plan mitigates significant concern.

Key Dates

Recommendation

The reported sale by the EVP and CFO was conducted under a pre-arranged 10b5-1 trading plan, which suggests the transaction was not based on recent material non-public information. While insider selling can sometimes be a negative signal, the pre-planned nature mitigates this concern. Without additional financial or strategic information, this single transaction does not warrant a change in investment recommendation.

Keywords

LSB Industries, LXU, Insider Trading, Form 4, Stock Sale, Executive Compensation, Cheryl Maguire, 10b5-1 Plan