LYTS LSI INDUSTRIES INC Insider Trading

LSI Industries CFO James Galeese sold 136,578 shares at $24.29 across 3 transactions ($3.3M) on 2026-05-28

Executive VP and CFO James Galeese executed 3 separate sales totaling 136,578 shares for $3,317,479.62 at a blended average price of $24.29, reducing his non-derivative holdings from 309,866 to 173,288 shares (-44.1%). The stock currently trades at $24.10, near its 52-week high of $24.99 (within -3.6% of peak). Across Galeese's prior open-market history at this ticker, both prior sells in his SAME-TICKER HISTORY on 2025-09-08 proved well-timed at the 90-day mark (30d -5.1%, 90d -19.5%), establishing a 100% well-timed selling pattern here. Year-to-date the stock is up 16.1% over 90 days, yet Galeese executed a substantial reduction during strength. The sale occurs against a backdrop of solid fundamentals: revenue growth of 22.1% annually and latest quarter revenue of $150,525,000, though a P/E of 37.08 reflects elevated valuation relative to the $2,091,000 net income in the most recent quarter.

EVP Thomas Caneris sells 109,226 shares (62.8% of non-derivative holdings) for $2,653,099.54 at $24.29

Thomas A Caneris, EVP for HR and General Counsel, executed 3 separate sales totaling 109,226 shares for $2,653,099.54 at a blended average price of $24.29 on 2026-05-28. The sale reduced his non-derivative holdings by 62.8%, from 174,016 shares to 64,790 shares, though he retains 40,000 shares in derivative form (options to buy). The transaction occurred near the 52-week high of $24.99 (current price $24.10), within the stock's recent positive momentum context: 90-day change of +16.1% and 30-day change of +0.9%. The company's fundamentals show strong growth with annual revenue growth of +22.1%, quarterly revenue of $150,525,000.00, and a market cap of $884,768,936.40, though the P/E of 37.08 reflects elevated valuation expectations relative to the $2,091,000.00 latest quarterly net income.

CEO Clark James Anthony sold 250,000 shares (35.7% of pre-transaction holdings) for $5,710,702.63 in 2 transactions at LSI Industries.

Clark James Anthony, CEO and President of LSI Industries Inc (LYTS), executed 2 separate sales totaling 250,000 shares for $5,710,702.63 at blended average price of $22.84. This represents a material reduction in his holdings from 701,204 shares to 451,204 shares, a -35.7% decrease. The size of the transaction—over $5.7M in proceeds and more than one-third of pre-transaction equity stake—is substantial and merits investor attention as a significant change in CEO ownership position. Without additional context on the company's trading plan, business performance, or capital allocation, the filing itself reflects a major shift in insider exposure to the stock.

CFO James E Galeese sells 54,575 shares at $23.29 for $1.3M; stock now -8.8% from 52-week high as revenue declines

Galeese James E, Executive VP and CFO, executed 2 separate sales totaling 54,575 shares for $1,271,051.75, reducing his holdings by 24.0%. The sales occurred at $23.29 per share, within the 52-week range of $14.65–$24.72, and near recent highs despite the current price of $22.55 being -8.8% from the 52-week high. LSI Industries faces a headwind: annual revenue growth shows -5.5% contraction (FY vs prior FY), and net income of $3,883,000.00 on revenue of $132,481,000.00 reflects a compressed margin environment, with a P/E of 30.89 suggesting elevated valuation relative to earnings. The CFO's substantial reduction of a six-figure position merits close attention given the combination of slowing top-line growth and a stock trading near annual highs by price but at a stretched valuation multiple.

CEO Clark James Anthony sold 26,597 shares of LYTS at $23.08 on 2025-08-27, reducing stake by 5.9% to 421,313 shares

Clark James Anthony executed a sale of 26,597 shares at $23.08 during a period of strong near-term price momentum, with the stock up 25.8% over 30 days and 40.9% over 90 days from the transaction date. His prior four trades at LYTS have not demonstrated favorable timing outcomes—the two measurable prior sales both saw the stock rise subsequently (+12.4% and +7.6% at 30 days; +40.1% and +37.8% at 90 days), indicating he sold before rallies rather than before declines. The company's annual revenue has contracted 5.5% year-over-year while carrying a P/E of 31.41, and the stock currently trades at $22.93, about 7.2% below its 52-week high of $24.72. The sale removes a 5.9% position while the stock momentum remains elevated, leaving post-transaction holdings of 421,313 shares.

CEO Clark James Anthony sold 47,129 shares at $22.98 avg in two sales on 2025-08-25/26 for $1,082,997.09.

Clark James Anthony, CEO and President, executed two separate sales totaling 47,129 shares for $1,082,997.09, reducing his holdings from 495,039 shares to 447,910 shares (a 9.5% reduction). The sales at blended average $22.98 occurred just below the 52-week high of $24.72, with the stock up 21.1% over the past 30 days and 37.6% over 90 days. His prior sales at LYTS (2024-08-19 and 2024-08-20) both saw subsequent 90-day gains of 37.8% and 40.1% respectively, indicating a consistent pattern of selling into strength but not capturing upside moves. The P/E of 30.97 alongside annual revenue decline of 5.5% and modest net income of $3.9M on $132.5M revenue suggests elevated valuation relative to fundamentals, though without a 10b5-1 flag or scheduled plan disclosure, timing characterization remains relevant to the transaction's context.

CEO Clark James Anthony sells 63,916 shares at $14.41 avg for $921,163.07; holds 330,514 shares post-sale.

Clark James Anthony, CEO and President, executed 2 separate sales totaling 63,916 shares for $921,163.07 at blended average price of $14.41 on 2024-08-19 and 2024-08-20. The transaction reduced his holdings by 16.2% from 394,430 to 330,514 shares. The current stock price of $14.64 is 14.2% below the 52-week high of $17.06 and down 7.2% over 30 days, indicating the stock has faced recent downward pressure. The company shows solid fundamentals with 9.2% annual revenue growth, a P/E of 15.41, and $5.4M in net income on $108.2M quarterly revenue, suggesting the business remains operationally sound despite near-term price weakness.