Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-05-12

LCI Industries (LCII)

Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$10,093,861
Jason Lippert total, FY2025
CEO pay percentile vs peers
170:1
CEO-to-median pay ratio
98.43%
Say-on-pay support, latest vote
Companies that benchmark against LCII
15 companies name LCII as a compensation peer

Each company listed discloses LCII in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named LCII in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Jason Lippert$1,195,000$0$6,221,621$0$2,345,838$0$331,402$10,093,861
President and Chief Executive Officer
Ryan Smith957,00003,024,27702,245,3260184,1576,410,760
Group President - North America
Andrew Namenye380,28801,213,3080003,759,8905,353,486
Former Executive Vice President, Chief Legal and HR Officer, and Corporate Secretary
Jamie Schnur755,00002,066,22501,427,8670139,4124,388,504
Group President - Aftermarket
Lillian Etzkorn630,00001,215,2120655,225094,4052,594,842
Executive Vice President and Chief Financial Officer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2025 totalFY2024 totalFY2023 totalΔ FY20242025
Jason Lippert$10,093,861$10,159,098$8,642,843−65,237
Ryan Smith6,410,7606,288,6904,672,045+122,070
Andrew Namenye5,353,4862,322,3731,774,075+3,031,113
Jamie Schnur4,388,5044,313,9493,246,185+74,555
Lillian Etzkorn2,594,8422,323,4501,384,990+271,392

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2025

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Lillian EtzkornRSU2025-03-0111,652$1,209,711
Lillian EtzkornPSU2025-03-017,05114,102732,034
Jason LippertRSU2025-03-014,654483,178
Jason LippertPSU2025-03-0135,95671,9123,732,952
Andrew NamenyePSU2025-03-016,34512,690658,738
Andrew NamenyePSU2025-04-1618869,262
Jamie SchnurRSU2025-03-014,230439,159
Jamie SchnurRSU2025-04-1661146,149
Jamie SchnurPSU2025-03-0111,94123,8821,239,714
Ryan SmithPSU2025-03-0117,47834,9561,814,566
Ryan SmithRSU2025-03-017,961826,511
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Lillian Etzkorn$1,209,711$732,034$037.7%
Jason Lippert483,1783,732,952088.5%
Andrew Namenye0728,0000100.0%
Jamie Schnur485,3081,239,714071.9%
Ryan Smith826,5111,814,566068.7%

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2025

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Lillian EtzkornRSU12,209$1,481,494
Ryan SmithPSU33,5104,066,141
Ryan SmithPSU36,6284,444,482
Jason LippertPSU75,3529,143,253
Jason LippertPSU68,9368,364,748
Jason LippertRSU25,1183,047,794
Jamie SchnurPSU25,0253,036,478
Jamie SchnurPSU22,8922,777,770
Lillian EtzkornPSU14,7771,793,000
Lillian EtzkornPSU12,1661,476,196
Ryan SmithRSU2,386289,492
Jamie SchnurRSU8,3421,012,202
Lillian EtzkornRSU7,448903,716
Jamie SchnurPSU5,744696,977
Lillian EtzkornRSU3,931476,968
Ryan SmithRSU5,088617,343
Jason LippertRSU2,704328,135
Lillian EtzkornRSU4,877591,734
Andrew NamenyePSU1,844223,751
Jason LippertRSU1,121135,965
Andrew NamenyePSU18822,812
05

Incentive-plan design — the Compensation Discussion & Analysis

Our executive compensation program is based on a pay-for-performance philosophy designed to attract, motivate, and retain highly qualified senior executives, provide fair and equitable compensation for achieving specified financial goals, link a substantial portion of total potential compensation to Company performance, and align the interests of executives with those of stockholders.

CEO STI target (% of salary)
CEO LTI target (% of salary)
Independent consultantWillis Towers Watson
Clawback policytrue
Anti-hedgingtrue
Anti-pledgingtrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-05-1220,711,108330,22322,00998.43%Passed
20252025-05-1511,034,66810,379,657588,34951.53%Passed
20242024-05-1619,266,0793,811,8958,95383.48%Passed
20232023-05-1821,613,730978,17716,59995.67%Passed
20222022-05-1921,405,486646,71922,54797.07%Passed
20212021-05-205,270,37017,469,29619,18223.18%Failed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20262026-05-1298.43%a
20252025-05-1551.53%b
20242024-05-1683.48%c

a. Approved under the standard stated in the filing — “Abstentions and broker non-votes will not affect the outcome of this proposal.”.

b. Approved under the standard stated in the filing — “Abstentions and broker non-votes will not affect the outcome of this proposal.”.

c. Approved under the standard stated in the filing — “Abstentions and broker non-votes will not affect the outcome of this proposal.”.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

07

CEO pay ratio

Ratio (CEO : median employee)170 : 1
CEO total compensation
Median employee compensation
08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Tracy D. GrahamIndependent · Board Chair · Audit Committee · Corporate Governance, Nominating, and Sustainability Committee$250,000$150,076$7,497$407,573
James F. GeroIndependent · Compensation and Human Capital Committee · Corporate Governance, Nominating, and Sustainability Committee115,000150,07655,895320,971
Virginia L. HenkelsIndependent · Audit Committee (Chair) · Compensation and Human Capital Committee · Risk Committee125,000150,07633,846308,922
John A. SirpillaIndependent · Compensation and Human Capital Committee (Chair) · Risk Committee · Strategy, Acquisition, and Capital Deployment Committee120,000150,07623,980294,056
Linda K. MyersIndependent · Corporate Governance, Nominating, and Sustainability Committee (Chair) · Risk Committee · Strategy, Acquisition, and Capital Deployment Committee115,000150,07612,686277,762
Brendan J. DeelyIndependent · Corporate Governance, Nominating, and Sustainability Committee · Risk Committee · Strategy, Acquisition, and Capital Deployment Committee (Chair)120,000150,0767,497277,573
Kieran M. O’SullivanIndependent · Audit · Corporate Governance, Nominating, and Sustainability · Risk (Chair)115,000150,0767,497272,573
Stephanie K. MainsIndependent · Audit Committee · Compensation and Human Capital Committee · Strategy, Acquisition, and Capital Deployment Committee100,000150,07617,169267,245
David A. ReedIndependent · Not standing for re-election · Departed during FY38,76406,50145,265
Jason D. LippertEmployee director0
09

Board fee structure and ownership guideline

Annual cash retainer$100,000
Annual equity retainer$150,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)25,000 / 20,000 / 15,000
Stock ownership guideline$500,000
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$1,098,764
Equity awards (grant-date value)$1,200,608
All other compensation$172,568
Total cost of the board$2,471,940

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1LCI Industries2025Jason Lippert$1,195,000$6,221,621$0$2,345,838$10,093,861

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, Jason LippertDEF 14A2026-03-270001140361-26-011739Section “Summary Compensation Table”. As printed: 10,093,861. Filing ↗machine: r1 · c11 · span 128441–128451
2Section 01, Ryan SmithDEF 14A2026-03-270001140361-26-011739Section “Summary Compensation Table”. As printed: 6,410,760. Filing ↗machine: r9 · c11 · span 146564–146573
3Section 01, Andrew NamenyeDEF 14A2026-03-270001140361-26-011739Section “Summary Compensation Table”. As printed: 5,353,486. Filing ↗machine: r17 · c11 · span 164645–164654
4Section 01, Jamie SchnurDEF 14A2026-03-270001140361-26-011739Section “Summary Compensation Table”. As printed: 4,388,504. Filing ↗machine: r13 · c11 · span 155381–155390
5Section 01, Lillian EtzkornDEF 14A2026-03-270001140361-26-011739Section “Summary Compensation Table”. As printed: 2,594,842. Filing ↗machine: r5 · c11 · span 137609–137618
6Section 03, Lillian Etzkorn RSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1357255–1357264
7Section 03, Lillian Etzkorn PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗
8Section 03, Jason Lippert RSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1343853–1343860
9Section 03, Jason Lippert PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1334528–1334537
10Section 03, Andrew Namenye PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗
11Section 03, Andrew Namenye PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1392342–1392348
12Section 03, Jamie Schnur RSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1383053–1383060
13Section 03, Jamie Schnur RSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1385848–1385854
14Section 03, Jamie Schnur PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗
15Section 03, Ryan Smith PSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗
16Section 03, Ryan Smith RSUDEF 14A2026-03-270001140361-26-011739Section “Grants of Plan-Based Awards Table” · grants of plan-based awards table. Filing ↗machine: span 1369650–1369657
17Section 07, pay ratioDEF 14A2026-03-270001140361-26-011739Section “CEO Pay Ratio”. As printed: 170 : 1. Filing ↗
18Section 08, Tracy D. GrahamDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 407,573. Filing ↗machine: span 540375–540418
19Section 08, James F. GeroDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 320,971. Filing ↗machine: span 546257–546300
20Section 08, Virginia L. HenkelsDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 308,922. Filing ↗machine: span 549210–549253
21Section 08, John A. SirpillaDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 294,056. Filing ↗machine: span 563939–563982
22Section 08, Linda K. MyersDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 277,762. Filing ↗machine: span 555074–555117
23Section 08, Brendan J. DeelyDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 277,573. Filing ↗machine: span 543346–543389
24Section 08, Kieran M. O’SullivanDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 272,573. Filing ↗machine: span 557997–558040
25Section 08, Stephanie K. MainsDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 267,245. Filing ↗machine: span 552126–552169
26Section 08, David A. ReedDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 45,265. Filing ↗machine: span 561026–561068
27Section 08, Jason D. LippertDEF 14A2026-03-270001140361-26-011739Section “Director Compensation”. As printed: 0. Filing ↗
28Section 06, 2026 voteForm 8-K2026-05-120000763744-26-000034Item 5.07 · say-on-pay result. As reported: 98.43% (votes for as printed: 20,711,108). Filing ↗
29Section 06, 2025 voteForm 8-K2025-05-150000763744-25-000077Item 5.07 · say-on-pay result. As reported: 51.53% (votes for as printed: 11,034,668). Filing ↗
30Section 06, 2024 voteForm 8-K2024-05-170000763744-24-000068Item 5.07 · say-on-pay result. As reported: 83.48% (votes for as printed: 19,266,079). Filing ↗
31Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
32Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
33Section 09b board cost (computed)ComputedcomputedCash 1,098,764 + equity 1,200,608 + all other 172,568 = 2,471,940, summed across the director compensation table rows.machine: formula: Σ = 2,471,940
34LCI Industries (subject), Section 10b CEO totalDEF 14A2026-03-270001140361-26-011739CEO total compensation as printed in LCI Industries's own proxy. As printed: 10,093,861. Filing ↗machine: r1 · c11 · span 128441–128451