RYAN RICHARD SMITH - 01 Mar 2026 Form 4 Insider Report for LCI INDUSTRIES (LCII)

Role
Group President - N.A.
Signature
/s/ Lillian D. Etzkorn on behalf of Ryan R. Smith
Issuer symbol
LCII
Transactions as of
01 Mar 2026
Net transactions value
$0
Form type
4
Filing time
03 Mar 2026, 16:38:11 UTC
Previous filing
24 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SMITH RYAN RICHARD Group President - N.A. C/O LCI INDUSTRIES, 3501 COUNTY ROAD 6 EAST, ELKHART /s/ Lillian D. Etzkorn on behalf of Ryan R. Smith 03 Mar 2026 0001814112

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction LCII Common Stock Options Exercise $523,609 +3,931 +39% $133.20 14,023 01 Mar 2026 Direct
transaction LCII Common Stock Options Exercise $495,770 +3,722 +27% $133.20 17,745 01 Mar 2026 Direct
transaction LCII Common Stock Options Exercise $541,991 +4,069 +23% $133.20 21,814 01 Mar 2026 Direct
transaction LCII Common Stock Tax liability $0 -5,194 -24% $0.000000 16,620 01 Mar 2026 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 $523,609 -3,931 -100% $133.20 0 01 Mar 2026 Common Stock 3,931 Direct F1, F2
transaction LCII Restricted Stock Unit Options Exercise $495,770 -3,722 -50% $133.20 3,726 01 Mar 2026 Common Stock 3,722 Direct F1, F3
transaction LCII Restricted Stock Unit Options Exercise $541,991 -4,069 -33% $133.20 8,141 01 Mar 2026 Common Stock 4,069 Direct F1, F4
transaction LCII Restricted Stock Unit Award $0 +8,368 $0.000000 8,368 01 Mar 2026 Common Stock 8,368 Direct F1, F5
transaction LCII Performance Stock Unit Award $0 +12,552 $0.000000 12,552 01 Mar 2026 Common Stock 12,552 Direct F1, F6
transaction LCII Performance Stock Unit Disposed to Issuer $0 -23,575 -100% $0.000000 0 01 Mar 2026 Common Stock 23,575 Direct F1, F7
holding LCII Performance Stock Unit 16,755 01 Mar 2026 Common Stock 16,755 Direct F1
holding LCII Performance Stock Unit 18,314 01 Mar 2026 Common Stock 18,314 Direct F1
* 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 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2023.
F3 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2024.
F4 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2025.
F5 These restricted stock units vest ratably each year on the first through third anniversaries of the grant date, which was March 1, 2026.
F6 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 2028. Earned PSUs, if any, will vest on March 1, 2029.
F7 Represents the forfeiture of PSUs granted to the reporting person on March 1, 2023 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, 2026, the Company determined that, based on the Company's performance over the applicable performance period, all PSUs under this grant would be forfeited.