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WOR

WORTHINGTON ENTERPRISES, INC.

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Tapewire entity
4282
SEC CIK
0000108516
Parsed reports
894

Last 12 months

Inside the activity.

0 purchase rows · 9 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202602
Jul 202601
Aug 202600
Sep 202606
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 27, 2024 Filed Jun 28, 2024 15:36 UTC
HAYEK JOSEPH BEVP and CFO
GrantCommon Shares 1,760 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078865 · ownership.xml · nonDerivative · entry 2

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,032

F2 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date (6/27/2026).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 15:36 UTC
HAYEK JOSEPH BEVP and CFO
GrantCommon Shares 10,100 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078865 · ownership.xml · nonDerivative · entry 1

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,272

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 15:23 UTC
HIGGINBOTHAM SONYA LSenior Vice President
GrantNon-qualified stock option (right to buy) · Derivative 1,600 $0.00 Strike: $47.00 $0.00
Disclosure

SEC source: 0000950170-24-078855 · ownership.xml · derivative · entry 3

HIGGINBOTHAM SONYA L · CIK 0002002209 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,600

Underlying: Common Shares · 1,600 shares

Expires 2034-06-27

F3 · date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/27/2026 and 6/27/2027.

Read SEC document
June 27, 2024 Filed Jun 28, 2024 15:23 UTC
HIGGINBOTHAM SONYA LSenior Vice President
GrantCommon Shares 1,900 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078855 · ownership.xml · nonDerivative · entry 1

HIGGINBOTHAM SONYA L · CIK 0002002209 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,382

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 15:01 UTC
CHAN KEVIN JController
GrantNon-qualified stock option (right to buy) · Derivative 1,000 $0.00 Strike: $47.00 $0.00
Disclosure

SEC source: 0000950170-24-078843 · ownership.xml · derivative · entry 2

CHAN KEVIN J · CIK 0002002524 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Shares · 1,000 shares

Expires 2034-06-27

F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option will vest annually on 6/27/2026 and 6/27/2027.

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June 27, 2024 Filed Jun 28, 2024 15:01 UTC
CHAN KEVIN JController
GrantCommon Shares 1,200 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078843 · ownership.xml · nonDerivative · entry 1

CHAN KEVIN J · CIK 0002002524 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,758

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:51 UTC
Caravati Steven MPresident - Consumer Products
GrantNon-qualified stock option (right to buy) · Derivative 2,900 $0.00 Strike: $47.00 $0.00
Disclosure

SEC source: 0000950170-24-078832 · ownership.xml · derivative · entry 4

Caravati Steven M · CIK 0001862951 · President - Consumer Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,900

Underlying: Common Shares · 2,900 shares

Expires 2034-06-27

F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option will vest on 6/27/2026 and 6/27/2027.

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:51 UTC
Caravati Steven MPresident - Consumer Products
GrantCommon Shares 200 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078832 · ownership.xml · nonDerivative · entry 3

Caravati Steven M · CIK 0001862951 · President - Consumer Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,892

F3 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the first anniversary of the grant date (6/27/2025).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:51 UTC
Caravati Steven MPresident - Consumer Products
GrantCommon Shares 410 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078832 · ownership.xml · nonDerivative · entry 2

Caravati Steven M · CIK 0001862951 · President - Consumer Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,692

F2 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date (6/27/2026).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:51 UTC
Caravati Steven MPresident - Consumer Products
GrantCommon Shares 3,300 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078832 · ownership.xml · nonDerivative · entry 1

Caravati Steven M · CIK 0001862951 · President - Consumer Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,282

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:24 UTC
BOWES JAMES RPresident - Building Products
GrantNon-qualified stock option (right to buy) · Derivative 2,100 $0.00 Strike: $47.00 $0.00
Disclosure

SEC source: 0000950170-24-078819 · ownership.xml · derivative · entry 4

BOWES JAMES R · CIK 0002002569 · President - Building Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,100

Underlying: Common Shares · 2,100 shares

Expires 2034-06-27

F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/27/2026 and 6/27/2027.

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:24 UTC
BOWES JAMES RPresident - Building Products
GrantCommon Shares 580 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 3

BOWES JAMES R · CIK 0002002569 · President - Building Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,894

F3 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the first anniversary of the grant date (6/27/2025).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:24 UTC
BOWES JAMES RPresident - Building Products
GrantCommon Shares 1,160 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 2

BOWES JAMES R · CIK 0002002569 · President - Building Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,314

F2 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date (6/27/2026).

Read SEC document
June 27, 2024 Filed Jun 28, 2024 14:24 UTC
BOWES JAMES RPresident - Building Products
GrantCommon Shares 2,400 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 1

BOWES JAMES R · CIK 0002002569 · President - Building Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,154

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027).

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:29 UTC
ROSE B ANDREWPresident & CEO
Tax withholdingCommon Shares 22,267 $50.16 $1,116,912.72
Disclosure

SEC source: 0000950170-24-077734 · ownership.xml · nonDerivative · entry 1

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,222

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

F2 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 42,209 common shares of Worthington Enterprises, Inc. (the "Issuer") to the reporting preson's ex-spouse pursuant to a domestic relations order.

F3 · balance_after: The reporting person no longer has a reportable beneficial interest in WOR common shares owned by his daughters and included in the reporting person's prior ownership reports.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:27 UTC
BOWES JAMES RPresident - Building Products
Tax withholdingCommon Shares 2,426 $50.16 $121,688.16
Disclosure

SEC source: 0000950170-24-077731 · ownership.xml · nonDerivative · entry 1

BOWES JAMES R · CIK 0002002569 · President - Building Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,754

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:25 UTC
Caravati Steven MPresident - Consumer Products
Tax withholdingCommon Shares 924 $50.16 $46,347.84
Disclosure

SEC source: 0000950170-24-077727 · ownership.xml · nonDerivative · entry 1

Caravati Steven M · CIK 0001862951 · President - Consumer Products

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,982

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

F2 · balance_after: Holdings that were previously reported on Form 4 have been adjusted in connection with the Spin-Off of Worthington Steel, Inc. by the Issuer.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:24 UTC
HAYEK JOSEPH BEVP and CFO
Tax withholdingCommon Shares 3,711 $50.16 $186,143.76
Disclosure

SEC source: 0000950170-24-077725 · ownership.xml · nonDerivative · entry 1

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200,172

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:21 UTC
HIGGINBOTHAM SONYA LSenior Vice President
Tax withholdingCommon Shares 684 $50.16 $34,309.44
Disclosure

SEC source: 0000950170-24-077722 · ownership.xml · nonDerivative · entry 1

HIGGINBOTHAM SONYA L · CIK 0002002209 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,482

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 16:19 UTC
Kennedy Patrick J.VP-General Counsel & Secy
Tax withholdingCommon Shares 643 $50.16 $32,252.88
Disclosure

SEC source: 0000950170-24-077720 · ownership.xml · nonDerivative · entry 1

Kennedy Patrick J. · CIK 0001837726 · VP-General Counsel & Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,355

F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
June 14, 2024 Filed Jun 17, 2024 13:56 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 3.6 $51.25 $184.50
Disclosure

SEC source: 0000950170-24-074039 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,123.31

Underlying: Common Shares · 3.6 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

Read SEC document
May 31, 2024 Filed Jun 3, 2024 14:23 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 3.23 $57.03 $184.21
Disclosure

SEC source: 0000950170-24-067714 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,119.71

Underlying: Common Shares · 3.23 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

Read SEC document
May 17, 2024 Filed May 20, 2024 14:26 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 3.16 $58.37 $184.45
Disclosure

SEC source: 0000950170-24-062151 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,116.48

Underlying: Common Shares · 3.16 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

Read SEC document
May 07, 2024 Filed Jul 21, 2026 16:36 UTC Exercise / conversionNon-qualified stock option (right to buy) · Derivative 26,753 $0.00 Strike: $27.35 $0.00
Disclosure

SEC source: 0001193125-26-309869 · ownership.xml · derivative · entry 20

MCCONNELL JOHN P/OH · CIK 0001106145 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 26,753 shares

Expires 2024-06-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017.

Read SEC document
May 07, 2024 Filed Jul 21, 2026 16:36 UTC SaleCommon Shares 8,692 $59.91 $520,737.72
Disclosure

SEC source: 0001193125-26-309869 · ownership.xml · nonDerivative · entry 3

MCCONNELL JOHN P/OH · CIK 0001106145 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,335,648

F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.40 to $60.17, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

Read SEC document
May 07, 2024 Filed Jul 21, 2026 16:36 UTC SaleCommon Shares 18,061 $58.79 $1,061,806.19
Disclosure

SEC source: 0001193125-26-309869 · ownership.xml · nonDerivative · entry 2

MCCONNELL JOHN P/OH · CIK 0001106145 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,344,340

F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $58.38 to $59.37, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

Read SEC document
May 07, 2024 Filed Jul 21, 2026 16:36 UTC Exercise / conversionCommon Shares 26,753 $27.35 $731,694.55
Disclosure

SEC source: 0001193125-26-309869 · ownership.xml · nonDerivative · entry 1

MCCONNELL JOHN P/OH · CIK 0001106145 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,362,401

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 03, 2024 Filed May 6, 2024 13:31 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 3.1 $59.45 $184.30
Disclosure

SEC source: 0000950170-24-053251 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,113.32

Underlying: Common Shares · 3.1 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

Read SEC document
April 19, 2024 Filed Apr 22, 2024 16:14 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 3.21 $57.35 $184.09
Disclosure

SEC source: 0000950170-24-046276 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,110.22

Underlying: Common Shares · 3.21 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

Read SEC document
April 05, 2024 Filed Apr 8, 2024 13:48 UTC SaleCommon Shares 1,000 $61.34 $61,340.00
Disclosure

SEC source: 0000950170-24-042444 · ownership.xml · nonDerivative · entry 1

HORTON OZEY K JR · CIK 0001523203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,688

Read SEC document
April 05, 2024 Filed Apr 9, 2024 17:42 UTC
HAYEK JOSEPH BEVP and CFO
GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative 2.99 $61.59 $184.15
Disclosure

SEC source: 0000950170-24-042902 · ownership.xml · derivative · entry 4

HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,107.01

Underlying: Common Shares · 2.99 shares

Expires not disclosed

F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.

F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.

F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024.

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April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee non-qualified stock option (right to buy) · Derivative 42,491 $0.00 Strike: $23.47 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 20

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 42,491 shares

Expires 2030-06-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F13 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2022 and 6/25/2023.

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April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee non-qualified stock option (right to buy) · Derivative 18,068 $0.00 Strike: $24.73 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 19

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 18,068 shares

Expires 2029-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F12 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/27/2021 and 6/27/2022.

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April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
SaleCommon Shares 60,311 $58.86 $3,549,905.46
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 11

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 437,698

F6 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $58.420 to $59.410, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

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April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
SaleCommon Shares 248 $59.46 $14,746.08
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 10

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 498,009

F5 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.440 to $59.465, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

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April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 42,491 $23.47 $997,263.77
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 9

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 498,257

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 02, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 18,068 $24.73 $446,821.64
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 8

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 455,766

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee Non-Qualified Stock Option (Right to Buy) · Derivative 3,964 $0.00 Strike: $24.73 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 18

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,068

Underlying: Common Shares · 3,964 shares

Expires 2029-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F12 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/27/2021 and 6/27/2022.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee Non-Qualified Stock Option (Right to Buy) · Derivative 18,098 $0.00 Strike: $27.27 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 17

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 18,098 shares

Expires 2028-06-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F11 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/28/2020 and 6/28/2021.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee Non-Qualified Stock Option (Right to Buy) · Derivative 18,098 $0.00 Strike: $30.35 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 16

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 18,098 shares

Expires 2027-06-29

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F10 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/29/2019 and 6/29/2020.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee Non-Qualified Stock Option (Right to Buy) · Derivative 21,245 $0.00 Strike: $26.88 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 15

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 21,245 shares

Expires 2026-06-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F9 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2018 and 6/30/2019.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionEmployee Non-Qualified Stock Option (Right to Buy) · Derivative 14,163 $0.00 Strike: $27.35 $0.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · derivative · entry 14

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 14,163 shares

Expires 2024-06-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · security: Pursuant to the EMA, the exercise price and the number of common shares underlying each unvested stock option and each vested but unexercised stock option held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each common share underlying such awards before the Spin-Off was adjusted by a factor of 1.57375 and the exercise price of such awards was adjusted by a factor of 0.63543 to determine the number of underlying common shares and the exercise price of such awards on a post-Spin-Off basis. Each adjusted stock option award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

F8 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
SaleCommon Shares 69,180 $61.20 $4,233,816.00
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 7

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 437,698

F4 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $60.745 to $61.735, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
SaleCommon Shares 6,388 $62.03 $396,247.64
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 6

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 506,878

F3 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $61.745 to $62.235, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 3,964 $24.73 $98,029.72
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 5

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 513,266

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 18,098 $27.27 $493,532.46
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 4

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 509,302

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 18,098 $30.35 $549,274.30
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 3

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 491,204

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 21,245 $26.88 $571,065.60
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 2

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 473,106

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 20:09 UTC
ROSE B ANDREWPresident & CEO
Exercise / conversionCommon Shares 14,163 $27.35 $387,358.05
Disclosure

SEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 1

ROSE B ANDREW · CIK 0001451048 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451,861

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 31,731 common shares of Worthington Enterprises, Inc. (the "Issuer") to the reporting person's ex-spouse pursuant to a domestic relations order.

F2 · balance_after: Holdings that were previously reported on Form 4 of the reporting person have been adjusted in connection with the spin-off of Worthington Steel, Inc. by the Issuer on December 1, 2023 (the "Spin-Off"). Pursuant to the Employee Matters Agreement, dated November 30, 2023, entered into by and between the Issuer and Worthington Steel, Inc. in connection with the Spin-Off (the "EMA"), the number of unvested restricted common shares held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each unvested restricted common share before the Spin-Off was adjusted by a factor of 1.57375 to determine the number of unvested restricted common shares on a post-Spin-Off basis. Each adjusted restricted common stock award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 18:12 UTC SaleCommon Shares 1,000 $62.25 $62,250.00
Disclosure

SEC source: 0000950170-24-039139 · ownership.xml · nonDerivative · entry 1

HORTON OZEY K JR · CIK 0001523203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,688

F1 · balance_after: Holdings that were previously reported on Form 4 have been adjusted in connection with the spin-off of Worthington Steel, Inc. by the Issuer.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.