Filings Radar

SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.

LENNOX INTERNATIONAL INC (LII)

CIK 0001069202 2 material events

Insider activity (SEC Form 4)

Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.

Open-market · last 30 days: 0 buyers bought $0 0 sellers sold $0
Open-market · last 90 days: 0 buyers bought $0 0 sellers sold $0
InsiderRoleDateTransactionSharesValue
NORRIS JOHN W III Director 2026-08-06 Gift 8988 $0
NORRIS JOHN W III Director 2026-05-28 Gift 990 $0
Somasundaram Sivasankaran Director 2026-05-26 D 343 $0
Buck Sherry Director 2026-05-21 Grant/award 343 $0
Embree Tracy A Director 2026-05-21 Grant/award 343 $0
NORRIS JOHN W III Director 2026-05-21 Grant/award 343 $0
Quintos Karen H Director 2026-05-21 Grant/award 343 $0
Somasundaram Sivasankaran Director 2026-05-21 Grant/award 343 $0
TESKE TODD J Director 2026-05-21 Grant/award 343 $0
Vander Ark Jon Director 2026-05-21 Grant/award 343 $0
Wall Shane D Director 2026-05-21 Grant/award 343 $0
Kosel Chris VP-Corp Controller and CAO 2026-05-06 Open-market sell 971 $529K
Somasundaram Sivasankaran Director 2026-04-10 Grant/award 51 $26K
BEDAPUDI PRAKASH EVP, Chief Technology Officer 2026-03-13 Grant/award 4221 $0
BEDAPUDI PRAKASH EVP, Chief Technology Officer 2026-03-13 Tax withholding 1474 $708K
Kosel Chris VP-Corp Controller and CAO 2026-03-13 Grant/award 1284 $0
Kosel Chris VP-Corp Controller and CAO 2026-03-13 Tax withholding 313 $150K
Maskara Alok Chief Executive Officer, Director 2026-03-13 Grant/award 19184 $0
Maskara Alok Chief Executive Officer, Director 2026-03-13 Tax withholding 7549 $3.6M
Nassab Joseph EVP & Pres., Bldg Climate Sol. 2026-03-13 Grant/award 3645 $0
Most recent 20 reported transactions. Open-market buys (P) and sells (S) are the deliberate ones; grants and option exercises are compensation. Not investment advice.

Risk Radar (year-over-year Risk Factors)

← All Risk Radar

Fiscal period ending 2025-12-31 versus 2024-12-31view filing on EDGAR →

Risk exposure broadened across five themes with no meaningful offsets, driven by realized tariff impacts, concrete M&A integration obligations, and escalating cyber threats. Trade risk moved from hypothetical to actual with USMCA renewal uncertainty layered on top, while two 2025 acquisitions (Duro Dyne, Supco) convert integration risk from prospective to live. AI-enabled cyber threats and new AI regulatory compliance obligations compound an already elevated technology risk profile.

3 company-specific · 3 common-mode

Company-specific changes

Revised

Added explicit disclosure of direct-to-dealer channel dependency and new competitive threat from low-barrier distribution entrants, escalating revenue and market-share risk.

If We Cannot Successfully Develop and Market New Products or Execute Our Business Strategy, Our Results of Operations Could be Adversely Impacted. Our future success depends on our continued…

Revised

Warranty liability increased 5.5% ($158.4M to $167.2M) year-over-year. Company also discontinued lifetime warranties, suggesting prior exposure materialized or was reassessed.

We May Incur Substantial Costs as a Result of Product Liability, Warranty Claims, or Recalls. The development, manufacture, sale, and use of our products involve warranty and product liability claims…

Revised

Risk escalated from hypothetical to concrete: company now discloses specific 2025 acquisitions (Duro Dyne, Supco), making integration risk substantive rather than prospective.

We May Not be Able to Successfully Integrate and Operate Businesses that We May Acquire nor Realize the Anticipated Benefits of Strategic Relationships We May Form. From time to time, we may seek to…

Also disclosed — common-mode (AI cybersecurity escalation, AI regulatory compliance, Tariffs trade policy)
AI cybersecurity escalation Revised

Added explicit disclosure of AI-enabled cyber threats (impersonation, generative AI attacks) and online fraud/cybertheft risks, escalating threat sophistication and scope.

Cyber Attacks and Other Disruptions or Misuse of Information Systems We Rely Upon Could Affect Our Ability to Conduct Our Business Effectively. Our information systems and those of our business…

AI regulatory compliance Revised

Company now actively incorporating AI into operations and faces new regulatory compliance risks across multiple jurisdictions that could limit AI deployment or require substantial operational changes.

Artificial Intelligence Technologies Could Present Business, Compliance, and Reputational Risks. Recent technological advances in artificial intelligence (“AI”) and machine-learning technology…

Tariffs trade policy Revised

Tariffs shifted from prospective ("may impose") to actual ("has imposed"). USMCA renewal risk in 2026 newly disclosed. Concrete escalation from hypothetical to realized trade restrictions.

Changes in U.S. Trade Policy, Including the Imposition of Tariffs and the Resulting Consequences, Could Have an Adverse Effect on Our Results of Operations. The U.S. government has made changes in…

Material year-over-year changes to this company's Risk Factors (Item 1A), found by comparing each annual report to the prior year, judged for materiality, and classified as company-specific or common-mode against the cross-company catalog. Common-mode changes are the macro themes many companies disclose in common; they are collapsed above. A filing marked unchanged had no material change from the prior year; its summary describes the company's standing risks, which remain in force. Fiscal periods are the reporting period ends. Not investment advice.

Earnings release

8-K filed 2026-07-29 confidence 98% Item 2.02

Lennox issued a press release on July 29, 2026 announcing second quarter 2026 financial results, including revenue of $1.5 billion (up 3%), operating income of $355 million (up 2%), and diluted EPS of $7.72 (flat). The filing explicitly states "On July 29, 2026, Lennox International Inc. (the "Company") issued a press release announcing its financial results for the second quarter of 2026," with the press release furnished as Exhibit 99.1. This is a standard quarterly earnings disclosure under Item 2.02.

View raw filing on EDGAR →

Shareholder vote

8-K filed 2026-05-28 confidence 98% Item 5.07

Lennox International held its Annual Meeting of stockholders on May 21, 2026, with voting results on three proposals: election of three Class I Directors, an advisory vote on named executive officer compensation (which received approximately 98% approval), and ratification of Ernst & Young LLP as independent auditor.

View raw filing on EDGAR →