Insider Trading February 18, 2026

Louisiana-Pacific CEO Executes $2.5M Share Sales Under 10b5-1 Plan

William Bradley Southern sold 19,232 shares over two days as the company reported mixed fourth-quarter results

By Jordan Park LPX
Louisiana-Pacific CEO Executes $2.5M Share Sales Under 10b5-1 Plan
LPX

Louisiana-Pacific Corp CEO William Bradley Southern sold 19,232 shares on February 17 and 18, 2026, under a pre-established Rule 10b5-1 plan. The transactions totaled $2,509,317 at prices from $86.87 to $90.12. The disclosure follows the company’s mixed fourth-quarter results, which beat EPS expectations but missed revenue forecasts and triggered a pre-market stock decline.

Key Points

  • CEO William Bradley Southern sold 19,232 shares on Feb. 17-18, 2026 under a Rule 10b5-1 plan.
  • Total proceeds from the sales were $2,509,317, with execution prices ranging from $86.87 to $90.12.
  • Louisiana-Pacific reported Q4 2025 EPS of $0.03, beating the -$0.0028 estimate, while revenue of $567 million missed the $594.64 million forecast.

Louisiana-Pacific Corp (NYSE:LPX) Chief Executive Officer William Bradley Southern reported sales of 19,232 shares of common stock on February 17 and 18, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The combined proceeds from the transactions amount to $2,509,317, with execution prices spanning $86.87 to $90.12 per share. The sales were carried out automatically under a Rule 10b5-1 trading arrangement that Southern established on August 27, 2025.

Transaction details disclosed in the filing show that on February 17 Southern sold four blocks: 293 shares at $87.02; 3,230 shares at $88.61; 9,323 shares at $89.48; and 1,320 shares at $90.12. On February 18 he sold 5,581 shares at $86.87; 4,592 shares at $88.05; 3,286 shares at $88.84; and 707 shares at $89.61. After completing these sales, Southern directly holds 447,553 shares of Louisiana-Pacific.


Earnings context

The disclosure of the insider sales arrives as Louisiana-Pacific released fourth-quarter 2025 results that presented a mixed picture. The company reported earnings per share of $0.03, outperforming analyst expectations of -$0.0028 and representing a 1171.43% surprise relative to that estimate. Revenue, however, came in at $567 million, missing the forecast of $594.64 million by 4.65%.

Market response to those results included a decline in the company’s stock in pre-market trading, according to the filing and accompanying reporting. Analysts and investors are likely to watch subsequent updates closely as they assess the company’s near-term performance.


Notes

The sales were executed under the pre-established trading plan noted above and reported on a Form 4 filed with the SEC. The filing and the company’s quarterly results provide the factual basis for the transactions and market reaction described here.

Risks

  • Pre-market decline in the company’s stock following the mixed earnings release could affect investor sentiment - impacts equity investors and market participants.
  • Missed revenue against analyst projections introduces uncertainty around near-term top-line performance - relevant to financial analysts and investors monitoring corporate results.
  • Insider sales executed under a Rule 10b5-1 plan limit immediate interpretive clarity about management’s views since transactions were automatic - affects governance and investor perception in the equity market.

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