Form 4: LSB Industries EVP Renwick's Routine Stock Tax Withholding

LSB Industries' EVP and CCO, Damien Renwick, reported the withholding of shares to cover taxes on vested restricted stock awards.

Summary

• Damien Renwick, Executive Vice President and Chief Commercial Officer of LSB Industries, Inc. (LXU), reported transactions involving the company's common stock.
• On January 16, 2026, 3,636 shares of common stock were disposed of at a price of $9.95 per share.
• On January 17, 2026, an additional 4,161 shares of common stock were disposed of at a price of $9.60 per share.
• These dispositions were identified with transaction code 'F', indicating shares were withheld to pay taxes upon the vesting of a Restricted Stock Award.
• The Restricted Stock Award was previously granted under the Company's 2025 Long Term Incentive Plan.
• Following these transactions, Damien Renwick beneficially owns 95,820 shares of LSB Industries common stock directly.

Sentiment

Score: 5

Explanation: The filing reports a routine administrative transaction (tax withholding on vested restricted stock) which is a neutral event for market sentiment, reflecting standard executive compensation practices.

Positives

• The underlying event is the vesting of Restricted Stock Awards, which represents a form of compensation for the executive and aligns management's interests with shareholders through equity ownership.

Negatives

• A total of 7,797 shares were disposed of from the executive's holdings, which slightly reduces the executive's direct ownership, although this was for tax purposes and not a discretionary sale.

Future Outlook

The filing does not contain any forward-looking statements or guidance.

Industry Context

This filing is a routine insider transaction related to executive compensation and does not provide specific insights into broader industry trends or competitive landscape.

Related Party Transactions

• The transaction involves an executive (Damien Renwick) of LSB Industries, Inc. disposing of company shares, which is a type of insider transaction.

Stakeholder Impact

• Shareholders: The disposition of shares for tax purposes is a routine event and is unlikely to have a significant direct impact on existing shareholders.
• Employees (specifically Damien Renwick): The vesting of restricted stock awards represents a realization of compensation, which is a positive for the executive.

Key Dates

Keywords

LSB Industries, LXU, Damien Renwick, Form 4, Insider Transaction, Restricted Stock Award, Tax Withholding, Executive Compensation, Equity, Common Stock