Form 4: LSB Industries Executive Sells Shares for Tax Withholding

LSB Industries EVP Michael J. Foster disposed of 8,563 common shares to cover tax obligations related to restricted stock vesting.

Summary

• Michael J. Foster, EVP, General Counsel, and Secretary of LSB Industries, Inc. (LXU), reported transactions involving the company's common stock.
• On January 16, 2026, 4,049 shares of common stock were disposed of at a price of $9.95 per share.
• On January 17, 2026, an additional 4,514 shares of common stock were disposed of at a price of $9.60 per share.
• These dispositions, totaling 8,563 shares, were for tax withholding purposes upon the vesting of a Restricted Stock Award previously granted under the Company's 2025 Long Term Incentive Plan.
• Following these transactions, Michael J. Foster directly beneficially owns 320,748 shares of LSB Industries common stock.

Sentiment

Score: 7

Explanation: The transaction is a routine tax-related disposition following the vesting of restricted stock, which is a positive sign of executive compensation and retention, rather than a discretionary sale indicating a change in sentiment.

Positives

• The transactions represent the vesting of Restricted Stock Awards, indicating the executive met performance or tenure conditions, which is a positive aspect of executive compensation and retention.
• The dispositions were non-discretionary, solely for tax withholding, rather than an open market sale reflecting a change in investment sentiment by the executive.

Negatives

• A total of 8,563 shares were disposed of, resulting in a reduction of the executive's direct beneficial ownership in the company.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future outlook.

Industry Context

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

Stakeholder Impact

• Shareholders: The disposition of shares for tax withholding is a routine event and does not typically indicate a change in company fundamentals or executive confidence. It reflects the normal operation of executive compensation plans.
• Employees: The vesting of restricted stock awards demonstrates the company's commitment to its long-term incentive plans for executives.

Key Dates

Recommendation

The filing details a routine insider transaction where an executive disposed of shares solely for tax withholding purposes upon the vesting of restricted stock. This is a non-discretionary event and does not reflect a change in the executive's investment conviction or the company's fundamentals, thus warranting a 'hold' recommendation based solely on this filing.

Keywords

LSB Industries, LXU, Form 4, insider transaction, stock sale, tax withholding, restricted stock, executive compensation