LXU LSB INDUSTRIES, INC. Insider Trading

10% Owner Boehly Todd L sold 4,889,159 shares of LXU for $72.6M at $14.85; retains 10.37M shares.

Boehly Todd L, a 10% owner, sold 4,889,159 shares at $14.85, reducing his stake by 32.0% and generating $72,604,011.15 in proceeds. The sale occurred while the stock has risen 89.7% over the past 90 days and 35.8% over 30 days, trading at $15.78 against a 52-week high of $16.88. The company has demonstrated strong fundamentals with 17.8% annual revenue growth, a $1.1B market cap, and positive net income of $7,115,000.00 in the latest quarter. This partial liquidation by a controlling owner during a sharp upward trajectory—while maintaining a substantial 10.37M share position—reflects a portfolio action on an appreciated holding rather than a confidence signal.

LSB Industries CEO BEHRMAN MARK T sold 250,000 shares at $11.75 for $2.9M; stock now at $12.66, 52-week high

BEHRMAN MARK T, as President and CEO, sold 250,000 shares on 2026-03-02 at $11.75 per share, reducing his holdings by 14.4% from 1,737,195 shares to 1,487,195 shares. The sale occurred when the stock was trading $0.91 below the current $12.66 price and at the 52-week high of $12.66. His cross-ticker track record shows 2 prior buys with an average 90-day return of -2.5% and a 90d win rate of 0.00%, suggesting limited predictive value from his prior open-market activity. The company's fundamentals remain sound with annual revenue growth of +17.8% and a P/E of 21.10, though the stock has rallied +38.4% in 30 days and +39.0% in 90 days, leaving limited context for understanding the discrete motivation of this sale.

Director Barry Golsen sold 118,980 shares at $10.05 avg, reducing stake by 77.2% to 35,043 shares post-transaction

Barry Golsen, a director at LSB Industries, executed 6 separate sales totaling 118,980 shares for $1,196,201.02 over three consecutive trading days (January 21–23, 2026) at prices clustered tightly between $10.02 and $10.06 (blended average $10.05). The transactions reduced his holdings from 154,023 shares to 35,043 shares, a -77.2% reduction. The current stock price of $9.88 is 0.8% below the 52-week high of $9.96, indicating the sales occurred near recent highs. LSB Industries reported revenue of $155,431,000.00 for the latest quarter with net income of $7,115,000.00, but the company was unprofitable over its most recent full fiscal year and has experienced -12.0% annual revenue growth. Prior to this filing, Golsen had conducted multiple sales at LXU (five prior trades within the last month, with the most recent measurable outcome showing -5.5% 30-day return on a December 5 sale), and his cross-ticker track record across all open-market sells shows an average 30-day return of -6.0%. The concentration of these sales near recent highs, the substantial reduction in directorship stake, and the underlying profitability challenges warrant monitoring of potential directional concerns.

Director Barry H. Golsen sold 175,697 shares over 2 days for $1,609,380.40, reducing stake 57% at LXU amid -12% annual revenue decline.

Director Barry H. Golsen executed 4 separate sales totaling 175,697 shares for $1,609,380.40 on January 8–9, 2026, with a blended average price of $9.16, reducing his holdings from 308,308 shares to 132,611 shares (a -57.0% reduction). The timing is noteworthy given the company's financial headwinds: annual revenue declined -12.0%, the company was unprofitable over its most recent full fiscal year, and his prior 4 sales at this ticker have each posted negative 30-day returns (-5.5%, -5.5%, -6.4%, -6.4%), suggesting a pattern of selling into price strength rather than at opportune moments. Against this backdrop, a 57% reduction in holdings by a sitting director merits attention as a significant portfolio action during a period of revenue contraction and full-year losses.

Director Barry H. Golsen sold 139,322 shares at blended $9.14 for $1.3M at LXU (34.1% of holdings)

Barry H. Golsen, a director at LSB Industries, executed 4 separate sales totaling 139,322 shares for $1,273,754.66 at a blended average price of $9.14 across December 4-5, 2025, reducing his holdings by 34.1% from 408,349 to 269,027 shares. This material reduction in director stake occurs against a backdrop where the company posted negative full-year net income, revenue contracted 12.0% year-over-year, and the current stock price of $8.77 sits 11.7% below the 52-week high of $9.93. The timing of this significant director liquidation—executed at prices near recent highs—warrants investor attention given the company's recent profitability challenges and revenue decline.

Director John D Chandler buys 8,000 shares of LXU at $6.57 amid -12.0% revenue decline and unprofitability.

John D Chandler, a director, purchased 8,000 shares at $6.57 on 2025-05-05, his first recorded position in LSB Industries. The purchase occurs against a backdrop of material operational headwinds: annual revenue contracted -12.0% year-over-year and the company posted negative net income of $-1.6M in its most recent full fiscal year. The stock is currently trading at $6.47, down 35.0% from its 52-week high of $9.96, though it has recovered 18.5% over the past 30 days. This insider buy into a fundamentally distressed business—at a price within the lower half of the 52-week range—warrants scrutiny into whether this reflects director conviction in an operational turnaround or whether other factors (board-mandated minimums, option exercises, or other incentives not reflected here) drove the transaction.