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WS

Worthington Steel, Inc.

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Tapewire entity
4616
SEC CIK
0001968487
Parsed reports
146

Last 12 months

Inside the activity.

2 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202620
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202605
Jul 202600
Aug 202600
Sep 202600
Oct 202601

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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
February 21, 2024 Filed Feb 23, 2024 16:24 UTC Exercise / conversionCommon Shares 287.439 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019409 · ownership.xml · nonDerivative · entry 1

SCHIAVO MARY FACKLER · CIK 0001194134 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,989.439

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 · price: Each share of WS Phantom Stock was the economic equivalent of one common share of Worthington Steel, Inc. Pursuant to an election made in 2013, the reporting person elected to receive 1/10th of amounts she deferred in 2014 in 2024. The reporting person elected to receive her WS Phantom Stock in common shares of Worthington Steel, Inc. Per the terms of the NQ Plan, all fractional shares are paid in cash.

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January 12, 2024 Filed Jan 17, 2024 16:16 UTC PurchaseCommon Shares 1,850 $28.08 $51,954.48
Disclosure

SEC source: 0000950170-24-005037 · ownership.xml · nonDerivative · entry 1

Chiappone Charles M · CIK 0001671166 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,033

Read SEC document
December 22, 2023 Filed Dec 27, 2023 21:33 UTC
BLYSTONE JOHN BDirector · Executive Chairman
GrantCommon Shares 50,910 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073323 · ownership.xml · nonDerivative · entry 1

BLYSTONE JOHN B · CIK 0001110854 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,735

F1 · shares: Three awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 8,920 WS Restricted Shares will vest on December 22, 2024, the second award of 24,340 WS Restricted Shares will vest on December 22, 2025, and the third award of 17,650 WS Restricted Shares will vest on December 22, 2026.

F2 · balance_after: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holder or record of WOR common shares as of November 21, 2023 (the "Record Date"). This amount includes 154,825 of the Issuer's common shares received in connection with the Distribution of WOR common shares held as of the Record Date.

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December 22, 2023 Filed Dec 27, 2023 21:31 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantNon-qualified stock option (right to buy) · Derivative 13,700 $0.00 Strike: $30.55 $0.00
Disclosure

SEC source: 0000950170-23-073321 · ownership.xml · derivative · entry 2

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,700

Underlying: Common Shares · 13,700 shares

Expires 2033-12-22

F2 · derivative.exercise_date: This non-qualified stock option award was granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The 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 12/22/25 and 12/22/26.

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December 22, 2023 Filed Dec 27, 2023 21:31 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantCommon Shares 44,060 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073321 · ownership.xml · nonDerivative · entry 1

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,858

F1 · shares: Three awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 7,770 WS Restricted Shares will vest on December 22, 2024, the second award of 21,190 WS Restricted Shares will vest on December 22, 2025, and the third award of 15,100 WS Restricted Shares will vest on December 22, 2026.

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December 22, 2023 Filed Dec 27, 2023 21:25 UTC
KLINGLER JEFFREY RChief Operating Officer
GrantNon-qualified stock option (right to buy) · Derivative 1,900 $0.00 Strike: $30.55 $0.00
Disclosure

SEC source: 0000950170-23-073316 · ownership.xml · derivative · entry 4

KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,900

Underlying: Common Shares · 1,900 shares

Expires 2033-12-22

F3 · derivative.exercise_date: This non-qualified stock option award was granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The 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 12/22/25 and 12/22/26.

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December 22, 2023 Filed Dec 27, 2023 21:25 UTC
KLINGLER JEFFREY RChief Operating Officer
GrantCommon Shares 6,400 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073316 · ownership.xml · nonDerivative · entry 1

KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,073

F1 · shares: Three awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 1,150 WS Restricted Shares will vest on December 22, 2024, the second award of 3,150 WS Restricted Shares will vest on December 22, 2025, and the third award of 2,100 WS Restricted Shares will vest on December 22, 2026

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December 22, 2023 Filed Dec 27, 2023 21:20 UTC
ADAMS TIMOTHY AChief Financial Officer
GrantNon-qualified stock option (right to buy) · Derivative 1,500 $0.00 Strike: $30.55 $0.00
Disclosure

SEC source: 0000950170-23-073311 · ownership.xml · derivative · entry 2

ADAMS TIMOTHY A · CIK 0002000293 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Underlying: Common Shares · 1,500 shares

Expires 2033-12-22

F2 · derivative.exercise_date: This non-qualified stock option award was granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The 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 12/22/25 and 12/22/26.

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December 22, 2023 Filed Dec 27, 2023 21:20 UTC
ADAMS TIMOTHY AChief Financial Officer
GrantCommon Shares 14,520 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073311 · ownership.xml · nonDerivative · entry 1

ADAMS TIMOTHY A · CIK 0002000293 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,214

F1 · shares: Four awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 780 WS Restricted Shares will vest on December 22, 2024, the second award of 2,140 WS Restricted Shares will vest on December 22, 2025, and the third and fourth awards totaling 11,600 of WS Restricted Shares will vest on December 22, 2026.

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December 22, 2023 Filed Dec 27, 2023 21:17 UTC
TILLMAN MICHAUNE DGeneral Counsel
GrantNon-qualified stock option (right to buy) · Derivative 1,900 $0.00 Strike: $30.55 $0.00
Disclosure

SEC source: 0000950170-23-073309 · ownership.xml · derivative · entry 2

TILLMAN MICHAUNE D · CIK 0002000296 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,900

Underlying: Common Shares · 1,900 shares

Expires 2033-12-22

F2 · derivative.exercise_date: This non-qualified stock option award was granted pursuant to the Worthington Steel, Inc. 2023 Long Term Incentive Plan. The 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 12/22/25 and 12/22/26.

Read SEC document
December 22, 2023 Filed Dec 27, 2023 21:17 UTC
TILLMAN MICHAUNE DGeneral Counsel
GrantCommon Shares 5,670 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073309 · ownership.xml · nonDerivative · entry 1

TILLMAN MICHAUNE D · CIK 0002000296 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,661

F1 · kind: Three awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 980 WS Restricted Shares will vest on December 22, 2024, the second award of 2,690 WS Restricted Shares will vest on December 22, 2025, and the third award of 2,000 WS Restricted Shares will vest on December 22, 2026.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 20:03 UTC OtherCommon Shares 50,025,115 $0.00 $0.00
Disclosure

SEC source: 0000108516-23-000010 · primary_doc.xml · nonDerivative · entry 1

WORTHINGTON ENTERPRISES, INC. · CIK 0000108516 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: In connection with the separation of the Issuer from the Reporting Person (the "Spin-Off"), the Reporting Person effected a pro rata distribution to its shareholders of record as of November 21, 2023 of 50,025,115 of the Issuer's common shares.

F2 · shares: Reflects a stock split of the Issuer's common shares effected prior to the Spin-Off.

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December 01, 2023 Filed Dec 5, 2023 18:44 UTC GrantCommon Shares 5,183 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-068353 · ownership.xml · nonDerivative · entry 1

BOWSHER JON J · CIK 0002001970 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,183

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:32 UTC
Witt Steven RController
GrantNon-qualified stock option (right to buy) · Derivative 2,260 Not disclosed Strike: $21.51 Not disclosed
Disclosure

SEC source: 0000950170-23-068333 · ownership.xml · derivative · entry 3

Witt Steven R · CIK 0001920040 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Shares · 2,260 shares

Expires 2033-06-30

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026.

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December 01, 2023 Filed Dec 5, 2023 18:32 UTC
Witt Steven RController
GrantNon-qualified stock option (right to buy) · Derivative 4,198 Not disclosed Strike: $14.37 Not disclosed
Disclosure

SEC source: 0000950170-23-068333 · ownership.xml · derivative · entry 2

Witt Steven R · CIK 0001920040 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,198

Underlying: Common Shares · 4,198 shares

Expires 2032-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:32 UTC
Witt Steven RController
GrantCommon Shares 31,971 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068333 · ownership.xml · nonDerivative · entry 1

Witt Steven R · CIK 0001920040 · Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,288

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 2,906 WS Restricted Shares that vest June 25, 2024, (ii) 6,459 WS Restricted Shares that vest April 12, 2025, (iii) 3,875 WS Restricted Shares that vest June 24, 2025, and (iv) 18,731 WS Restricted Shares that vest June 30, 2026.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 2,906 WS Restricted Shares that vest June 25, 2024, (ii) 6,459 WS Restricted Shares that vest April 12, 2025, (iii) 3,875 WS Restricted Shares that vest June 24, 2025, and (iv) 18,731 WS Restricted Shares that vest June 30, 2026.

F3 · balance_after: Includes 3,371 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:48 UTC GrantCommon Shares 5,183 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-068359 · ownership.xml · nonDerivative · entry 1

Chiappone Charles M · CIK 0001671166 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,183

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:38 UTC GrantCommon Shares 5,183 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-068342 · ownership.xml · nonDerivative · entry 1

Mistretta Nancy G. · CIK 0001409462 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,183

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:45 UTC GrantCommon Shares 7,590 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-068356 · ownership.xml · nonDerivative · entry 1

Stoe George P · CIK 0001296351 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,590

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:50 UTC GrantCommon Shares 7,428 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068362 · ownership.xml · nonDerivative · entry 1

NELSON CARL A JR · CIK 0001229316 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,583

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F3 · balance_after: Includes 90,155 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:38 UTC GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative 60,592 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068341 · ownership.xml · derivative · entry 2

RIBEAU SIDNEY A · CIK 0001184881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,592

Underlying: Common Shares · 60,592 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F4 · derivative.exercise_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F4 · derivative.expiration_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:38 UTC GrantCommon Shares 7,428 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068341 · ownership.xml · nonDerivative · entry 1

RIBEAU SIDNEY A · CIK 0001184881 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,633

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F3 · balance_after: Includes 61,205 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:39 UTC GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative 19,039 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068343 · ownership.xml · derivative · entry 2

SCHIAVO MARY FACKLER · CIK 0001194134 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,039

Underlying: Common Shares · 19,039 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F4 · derivative.exercise_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F4 · derivative.expiration_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:39 UTC GrantCommon Shares 7,428 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068343 · ownership.xml · nonDerivative · entry 1

SCHIAVO MARY FACKLER · CIK 0001194134 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,702

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024.

F3 · balance_after: Includes 78,274 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:59 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative 38,840 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 5

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,840

Underlying: Common Shares · 38,840 shares

Expires not disclosed

F8 · derivative.exercise_price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F8 · price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F8 · derivative.exercise_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F8 · derivative.expiration_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:59 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantNon-qualified stock option (right to buy) · Derivative 17,763 Not disclosed Strike: $21.51 Not disclosed
Disclosure

SEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 4

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,763

Underlying: Common Shares · 17,763 shares

Expires 2033-06-30

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F7 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:59 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantNon-qualified stock option (right to buy) · Derivative 19,161 Not disclosed Strike: $14.37 Not disclosed
Disclosure

SEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 3

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,161

Underlying: Common Shares · 19,161 shares

Expires 2032-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:59 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantNon-qualified stock option (right to buy) · Derivative 6,672 Not disclosed Strike: $18.64 Not disclosed
Disclosure

SEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 2

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,672

Underlying: Common Shares · 6,672 shares

Expires 2031-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 25, 2021 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 25, 2022, June 25, 2023 and June 25, 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 22:59 UTC
GILMORE GEOFFREY GDirector · President and CEO
GrantCommon Shares 70,407 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068306 · ownership.xml · nonDerivative · entry 1

GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,798

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 19,378 WS Restricted Shares that vest on June 25, 2024, (ii) 30,682 WS Restricted Shares that vest on June 24, 2025, and (iii) 20,347 WS Restricted Shares that vest on June 30, 2026.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 19,378 WS Restricted Shares that vest on June 25, 2024, (ii) 30,682 WS Restricted Shares that vest on June 24, 2025, and (iii) 20,347 WS Restricted Shares that vest on June 30, 2026.

F3 · balance_after: Includes 116,391 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:08 UTC
KLINGLER JEFFREY RExec VP and Chief Oper Ofcr
GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative 2,419 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 7

KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,419

Underlying: Common Shares · 2,419 shares

Expires not disclosed

F10 · derivative.exercise_price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F10 · price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F10 · derivative.exercise_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

F10 · derivative.expiration_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:08 UTC
KLINGLER JEFFREY RExec VP and Chief Oper Ofcr
GrantNon-qualified stock option (right to buy) · Derivative 9,689 Not disclosed Strike: $21.51 Not disclosed
Disclosure

SEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 6

KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,689

Underlying: Common Shares · 9,689 shares

Expires 2033-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F9 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:08 UTC
KLINGLER JEFFREY RExec VP and Chief Oper Ofcr
GrantNon-qualified stock option (right to buy) · Derivative 10,335 Not disclosed Strike: $14.37 Not disclosed
Disclosure

SEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 5

KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,335

Underlying: Common Shares · 10,335 shares

Expires 2032-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F8 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:08 UTC
KLINGLER JEFFREY RExec VP and Chief Oper Ofcr
GrantNon-qualified stock option (right to buy) · Derivative 3,442 Not disclosed Strike: $18.64 Not disclosed
Disclosure

SEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 4

KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,442

Underlying: Common Shares · 3,442 shares

Expires 2031-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F7 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 25, 2021 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 25, 2022, June 25, 2023 and June 25, 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:08 UTC
KLINGLER JEFFREY RExec VP and Chief Oper Ofcr
GrantCommon Shares 37,141 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068317 · ownership.xml · nonDerivative · entry 1

KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,673

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 9,689 WS Restricted Shares that vest June 25, 2024, (ii) 16,471 WS Restricted Shares that vest June 24, 2025, and (iii) 10,981 WS Restricted Shares that vest June 30, 2026.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 9,689 WS Restricted Shares that vest June 25, 2024, (ii) 16,471 WS Restricted Shares that vest June 24, 2025, and (iii) 10,981 WS Restricted Shares that vest June 30, 2026.

F3 · balance_after: Includes 28,532 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:44 UTC GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative 48 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-23-020557 · doc4.xml · derivative · entry 3

McConnell John H II · CIK 0001959584 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48

Underlying: Common Shares · 48 shares

Expires not disclosed

F6 · derivative.exercise_price: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F5 · date: In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F6 · price: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F6 · derivative.exercise_date: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

F6 · derivative.expiration_date: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 18:44 UTC GrantCommon Shares 5,183 $0.00 $0.00
Disclosure

SEC source: 0000899243-23-020557 · doc4.xml · nonDerivative · entry 1

McConnell John H II · CIK 0001959584 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,957

F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024.

F2 · balance_after: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date").

F3 · balance_after: Includes 27,774 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 2,260 Not disclosed Strike: $21.51 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 10

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Shares · 2,260 shares

Expires 2033-06-30

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F8 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 4,198 Not disclosed Strike: $14.37 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 9

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,198

Underlying: Common Shares · 4,198 shares

Expires 2032-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F7 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 2,583 Not disclosed Strike: $18.64 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 8

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,583

Underlying: Common Shares · 2,583 shares

Expires 2031-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 25, 2021 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 25, 2022, June 25, 2023 and June 25, 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 4,521 Not disclosed Strike: $11.44 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 7

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,521

Underlying: Common Shares · 4,521 shares

Expires 2030-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 3,875 Not disclosed Strike: $12.05 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 6

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,875

Underlying: Common Shares · 3,875 shares

Expires 2029-06-27

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 2,260 Not disclosed Strike: $13.29 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 5

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Shares · 2,260 shares

Expires 2028-06-28

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 2,260 Not disclosed Strike: $14.79 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 4

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Shares · 2,260 shares

Expires 2027-06-29

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

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December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 2,583 Not disclosed Strike: $13.10 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 3

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,583

Underlying: Common Shares · 2,583 shares

Expires 2026-06-30

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantNon-qualified stock option (right to buy) · Derivative 3,229 Not disclosed Strike: $9.58 Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · derivative · entry 2

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,229

Underlying: Common Shares · 3,229 shares

Expires 2025-06-26

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:09 UTC
TILLMAN MICHAUNE DVP, General Counsel and Secy
GrantCommon Shares 14,208 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-23-068319 · ownership.xml · nonDerivative · entry 1

TILLMAN MICHAUNE D · CIK 0002000296 · VP, General Counsel and Secy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,991

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 2,906 WS Restricted Shares that vest on June 25, 2024, (ii) 4,844 WS Restricted Shares that vest on April 27, 2025, (iii) 3,875 WS Restricted Shares that vest on June 24, 2025 and (iv) 2,583 WS Restricted Shares that vest on June 30, 2026.

F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 2,906 WS Restricted Shares that vest on June 25, 2024, (ii) 4,844 WS Restricted Shares that vest on April 27, 2025, (iii) 3,875 WS Restricted Shares that vest on June 24, 2025 and (iv) 2,583 WS Restricted Shares that vest on June 30, 2026.

F3 · balance_after: Includes 2,783 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:04 UTC
ADAMS TIMOTHY AVP, Chief Financial Officer
GrantNon-qualified stock option (right to buy) · Derivative 2,260 Not disclosed Strike: $21.51 Not disclosed
Disclosure

SEC source: 0000950170-23-068310 · ownership.xml · derivative · entry 9

ADAMS TIMOTHY A · CIK 0002000293 · VP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260

Underlying: Common Shares · 2,260 shares

Expires 2033-06-30

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F8 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:04 UTC
ADAMS TIMOTHY AVP, Chief Financial Officer
GrantNon-qualified stock option (right to buy) · Derivative 4,198 Not disclosed Strike: $14.37 Not disclosed
Disclosure

SEC source: 0000950170-23-068310 · ownership.xml · derivative · entry 8

ADAMS TIMOTHY A · CIK 0002000293 · VP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,198

Underlying: Common Shares · 4,198 shares

Expires 2032-06-24

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F7 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:04 UTC
ADAMS TIMOTHY AVP, Chief Financial Officer
GrantNon-qualified stock option (right to buy) · Derivative 2,583 Not disclosed Strike: $18.64 Not disclosed
Disclosure

SEC source: 0000950170-23-068310 · ownership.xml · derivative · entry 7

ADAMS TIMOTHY A · CIK 0002000293 · VP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,583

Underlying: Common Shares · 2,583 shares

Expires 2031-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F6 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 25, 2021 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 25, 2022, June 25, 2023 and June 25, 2024.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 23:04 UTC
ADAMS TIMOTHY AVP, Chief Financial Officer
GrantNon-qualified stock option (right to buy) · Derivative 5,490 Not disclosed Strike: $11.44 Not disclosed
Disclosure

SEC source: 0000950170-23-068310 · ownership.xml · derivative · entry 6

ADAMS TIMOTHY A · CIK 0002000293 · VP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,490

Underlying: Common Shares · 5,490 shares

Expires 2030-06-25

F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023.

F4 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F4 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options.

F5 · derivative.exercise_date: Fully vested and currently exercisable.

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.