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DEFA14A ·Filed Apr 15, 2026

LXU

LSB INDUSTRIES, INC.
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001193125-26-155816
Actionable Insight • Neutral

This filing is a standard procedural step following recent board changes. Traders should monitor for the shareholder vote, but no immediate trading action is required. The recent insider selling may warrant further scrutiny, but it is not directly linked to this filing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
LXU ▼ -22.90% at T+60d
NEUTRAL call -22.90% · α vs SPY -31.03% · entry $14.15 → $10.91
Entry = T+0 close
Apr 15, 2026
via day close
T+1d
+5.94%
call +5.94% · α +5.68%
$14.99
settled 6mo ago
T+5d
+1.98%
call +1.98% · α +0.34%
$14.43
settled 6mo ago
T+20d
+9.12%
call +9.12% · α +3.07%
$15.44
settled 6mo ago
T+60d
-22.90%
call -22.90% · α -31.03%
$10.91
settled 4mo ago

Price Chart

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Executive Summary

The filing is a definitive proxy statement for LSB Industries, Inc. (LXU) related to an upcoming shareholder vote. It follows recent board changes, including the retirement of a director and the appointment of a new one, suggesting a routine refreshment of the board. The market data shows recent insider selling activity, but the proxy itself is a standard corporate governance filing.

Key Financial Metrics

Vote
director election

Key Facts

  • This is a DEFA14A filing, which is a definitive proxy statement for an upcoming shareholder vote.
  • The filing follows a recent 8-K announcement of board changes, including the retirement of director Steve Packebush and the appointment of Jonathan Ackerman.
  • The 8-K filing was characterized as routine board refreshment and governance updates.
  • Recent insider activity includes one sell transaction totaling $72.6M.

Financial Impact

No immediate financial impact; this is a routine governance filing.

governanceboard composition

Risk Factors

  • Potential for unexpected outcomes in the shareholder vote.
  • Recent insider selling may indicate lack of confidence, though not directly related to this filing.

Market Snapshot

Exchange
NYSE
Sector
Industrial Inorganic Chemicals

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (LXU) — Batch item 10001193125-26-155816
Document: 0001193125-26-155816-index-headers.html0001193125-26-155814
Document: 0001193125-26-155816-index.html0001193125-26-155816
Document: 0001193125-26-155816.txt0001193125-26-155816
DEFA14A Filing (LXU) — Batch item 50001193125-26-155814
13 reports for LXU
Performance horizon
75% Hit rate @ T+20 3 of 4 directional calls Went positive at some point 3 of 4 best @ T+20▲ +46.27%Feb 25, 2026
Filters
Rows
Reports for LXU — sortable, filterable
TypeNow
Sep 9, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$11.70 $10.20▼ −12.82%▼ −14.76%$10.15 (−13.25%)
Jun 1, 2026
21w ago
8-K
NEUTRAL ★ 3/10
$13.06 $10.64▼ −18.53%▼ −16.96%$10.15 (−22.28%)
May 22, 2026
22w ago
EFFECT
NEUTRAL ★ 3/10
$13.04 $11.13▼ −14.69%▼ −13.27%$10.15 (−22.16%)
May 21, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$13.04 $11.13▼ −14.69%▼ −13.27%$10.15 (−22.16%)
May 14, 2026
23w ago
S-3
NEUTRAL ★ 5/10
$14.50 $11.93▼ −17.72%▼ −19.84%$10.15 (−30.00%)
May 14, 2026
23w ago
S-3ASR
NEUTRAL ★ 4/10
$14.50 $11.93▼ −17.72%▼ −19.84%$10.15 (−30.00%)
Apr 27, 2026
26w ago
8-K
NEUTRAL ★ 3/10
$14.85 $13.36▼ −10.03%▼ −15.50%$10.15 (−31.65%)
Apr 15, 2026
27w ago
DEFA14A
NEUTRAL ★ 3/10
$14.15 $15.44▲ +9.12%▲ +3.07%$10.15 (−28.27%)
Apr 7, 2026
28w ago
8-K
BULLISH ★ 7/10
$14.76 $15.30▲ +3.66%▼ −4.89%$10.15 (−31.23%)
Apr 3, 2026
29w ago
8-K
NEUTRAL ★ 3/10
$15.00 $14.37▼ −4.20%▼ −13.18%$10.15 (−32.33%)
Showing 10 of 13

US Market Status

Market Closed — Opens in 8h 14m

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Report published Apr 15, 2026