Ryan R. Smith - Mar 1, 2025 Form 4 Insider Report for LCI INDUSTRIES (LCII)

Role
Group President - N.A.
Signature
/s/ Lillian D. Etzkorn on behalf of Ryan R. Smith
Stock symbol
LCII
Transactions as of
Mar 1, 2025
Transactions value $
$0
Form type
4
Date filed
3/4/2025, 08:46 AM
Previous filing
Mar 5, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction LCII Common Stock Options Exercise $376K +3.63K +15.1% $103.82 27.6K Mar 1, 2025 Direct
transaction LCII Common Stock Options Exercise $389K +3.75K +13.57% $103.82 31.4K Mar 1, 2025 Direct
transaction LCII Common Stock Options Exercise $369K +3.55K +11.32% $103.82 34.9K Mar 1, 2025 Direct
transaction LCII Common Stock Tax liability $0 -4.85K -13.87% $0.00 30.1K Mar 1, 2025 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction LCII Restricted Stock Unit Options Exercise -$376K -3.63K -100% $103.82 0 Mar 1, 2025 Common Stock 3.63K Direct F1, F2, F3
transaction LCII Restricted Stock Unit Options Exercise -$389K -3.75K -49.98% $103.82 3.75K Mar 1, 2025 Common Stock 3.75K Direct F1, F4, F5, F6
transaction LCII Restricted Stock Unit Options Exercise -$369K -3.55K -33.32% $103.82 7.11K Mar 1, 2025 Common Stock 3.55K Direct F1, F7, F8, F9
transaction LCII Restricted Stock Unit Award $0 +11.7K $0.00 11.7K Mar 1, 2025 Common Stock 11.7K Direct F1, F10
transaction LCII Performance Stock Unit Award $0 +17.5K $0.00 17.5K Mar 1, 2025 Common Stock 17.5K Direct F1, F13
transaction LCII Performance Stock Unit Disposed to Issuer $0 -11.6K -100% $0.00 0 Mar 1, 2025 Common Stock 11.6K Direct F1, F14, F15
holding LCII Performance Stock Unit 22.5K Mar 1, 2025 Common Stock 22.5K Direct F1, F11
holding LCII Performance Stock Unit 16K Mar 1, 2025 Common Stock 16K Direct F1, F12
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each Stock Unit represents a contingent right to receive one share of LCII Common Stock.
F2 Includes 136 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F3 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2022.
F4 Includes 141 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F5 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2023.
F6 Includes 140 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F7 Includes 133 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F8 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.
F9 Includes 266 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F10 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2025
F11 Includes 842 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F12 Includes 598 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F13 These Performance Stock Units ("PSUs") represent the contingent right to receive shares of LCII Common Stock, if and to the extent certain Return on Invested Capital and Free Cash Flow performance goals are achieved by the end of 2027. Earned PSUs, if any, will vest on March 1, 2028.
F14 Includes 434 stock unit(s) received as a result of regular cash dividends paid on reported payment date(s) March 22, 2024, June 14, 2024, September 13, 2024, and December 13, 2024 to holders of registrant's common stock on the related reported record date(s). In accordance with the registrant's 2018 Omnibus Incentive Plan for underlying units granted under that plan, holders of stock units on the reported dividend record date(s) received additional dividend equivalent stock unit(s) subject to the same terms and conditions as the underlying stock units held on the reported record date(s).
F15 Represents the forfeiture of PSUs granted to the reporting person on March 1, 2022 that were eligible to vest based on certain financial performance objectives. Upon grant, the target vesting amount was reported in Table II of Form 4. On March 1, 2025, the Company determined that, based on the Company's performance over the applicable performance period, all PSUs under this grant would be forfeited.