Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Sr VP & Chief HR Officer | July 11, 2023 | July 12, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WORTHINGTON ENTERPRISES, INC.
Report date July 11, 2023 · Filed July 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 60,294 |
Reported balance
After 2023-07-11 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2023-07-11 · Exercise / conversion · Acquired 2,000 · Balance 60,294 |
| Common SharesSEC Table I · non-derivative | Direct | 66,194 |
Reported balance
After 2023-07-11 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2023-07-11 · Exercise / conversion · Acquired 5,900 · Balance 66,194 |
| Common SharesSEC Table I · non-derivative | Direct | 58,294 |
Reported balance
After 2023-07-11 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2023-07-11 · Sale · Disposed 7,900 · Balance 58,294 F1: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $68.28 to $69.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth. |
| Common SharesSEC Table I · non-derivative | Direct | 141.76 |
Reported balance
Holding disclosure · report date 2023-07-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 141.76 F2: Amount listed is the most up-to-date information available regarding holdings in the Company Plan Fund which invests in common shares of Worthington Industries, Inc. and is based on a plan statement dated as of June 30, 2023. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.04 · Expires 2024-06-30 | Direct | 0 |
Reported balance
After 2023-07-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-07-11 · Exercise / conversion · Disposed 2,000 · Balance 0 F3: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.93 · Expires 2030-06-25 | Direct | 0 |
Reported balance
After 2023-07-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-07-11 · Exercise / conversion · Disposed 5,900 · Balance 0 F4: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day the first portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/25/2022 and 6/25/2023, |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $68.28 to $69.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth.
F2: Amount listed is the most up-to-date information available regarding holdings in the Company Plan Fund which invests in common shares of Worthington Industries, Inc. and is based on a plan statement dated as of June 30, 2023.
F3: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017.
F4: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day the first portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/25/2022 and 6/25/2023,
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 11, 2023 Filed Jul 12, 2023 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 5,900 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-23-042061 · doc4.xml · derivative · entry 6 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,900 shares Expires 2030-06-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day the first portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/25/2022 and 6/25/2023, Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,000 | $0.00 Strike: $43.04 | $0.00 |
DisclosureSEC source: 0001209191-23-042061 · doc4.xml · derivative · entry 5 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,000 shares Expires 2024-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017. Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 7,900 | $68.83 | $543,757.00 |
DisclosureSEC source: 0001209191-23-042061 · doc4.xml · nonDerivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,294 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $68.28 to $69.21, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth. Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 5,900 | $36.93 | $217,887.00 |
DisclosureSEC source: 0001209191-23-042061 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,194 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,000 | $43.04 | $86,080.00 |
DisclosureSEC source: 0001209191-23-042061 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,294 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 14:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,206 | $69.56 | $223,009.36 |
DisclosureSEC source: 0001209191-23-040774 · doc4.xml · nonDerivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,286 F3 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 14:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 7,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040774 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,492 F2 · shares: A long-term performance share award was granted on June 25, 2020 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2023. On June 27, 2023, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 2,400 | $0.00 Strike: $69.47 | $0.00 |
DisclosureSEC source: 0001209191-23-040774 · doc4.xml · derivative · entry 5 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,400 Underlying: Common Shares · 2,400 shares Expires 2033-06-30 F5 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2025 and 6/30/2026. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040774 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,424 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/30/2026). Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,268 | $61.37 | $139,187.16 |
DisclosureSEC source: 0001209191-23-039862 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,724 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 4,300 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · derivative · entry 11 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 4,300 shares Expires 2029-06-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/27/2021 and 6/27/2022. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,700 | $0.00 Strike: $42.50 | $0.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · derivative · entry 10 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,700 shares Expires 2028-09-26 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. F6 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 9/26/2020 and 9/26/2021. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,800 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · derivative · entry 9 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,800 shares Expires 2028-06-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/28/2020 and 6/28/2021. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,200 | $0.00 Strike: $42.30 | $0.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · derivative · entry 8 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,200 shares Expires 2026-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2018 and 6/30/2019. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 120 | $63.38 | $7,605.60 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 6 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,984 F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $63.37 to $63.39, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 9,880 | $62.89 | $621,353.20 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 5 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,104 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $62.37 to $62.89, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 4,300 | $38.91 | $167,313.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 4 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,984 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,700 | $42.50 | $72,250.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,684 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,800 | $42.91 | $77,238.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,984 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 28, 2023 Filed Mar 29, 2023 20:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,200 | $42.30 | $93,060.00 |
DisclosureSEC source: 0001209191-23-021529 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,184 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,450 | $44.02 | $107,849.00 |
DisclosureSEC source: 0001209191-22-040464 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,961 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040464 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,411 F1 · shares: A long-term performance share award was granted on June 28, 2018 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2021. On June 22, 2021, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2021. Read SEC document |
| June 27, 2022 Filed Jun 28, 2022 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,672 | $46.61 | $77,931.92 |
DisclosureSEC source: 0001209191-22-039586 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualfied stock option (right to buy) · Derivative | 3,900 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-22-039586 · doc4.xml · derivative · entry 4 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Shares · 3,900 shares Expires 2032-06-24 F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/24/2024 and 6/24/2025. The last day to exercise out of this option grant is 6/24/2032. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 4,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039586 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,672 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/24/2025). Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 13:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to by) · Derivative | 2,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001209191-21-070883 · doc4.xml · derivative · entry 4 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,000 shares Expires 2023-06-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day the first portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/28/2015 and 6/28/2016. Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 13:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 2,000 | $49.60 | $99,200.00 |
DisclosureSEC source: 0001209191-21-070883 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,553 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 13:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,000 | $31.71 | $63,420.00 |
DisclosureSEC source: 0001209191-21-070883 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,553 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 18:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 844 | $55.52 | $46,858.88 |
DisclosureSEC source: 0001209191-21-057898 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,545 F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,969 | $61.42 | $120,935.98 |
DisclosureSEC source: 0001209191-21-044785 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,381 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044785 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,350 F1 · shares: A long-term performance share award was granted on June 28, 2018 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2021. On June 22, 2021, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2021. Read SEC document |
| June 28, 2021 Filed Jun 29, 2021 19:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 656 | $59.64 | $39,123.84 |
DisclosureSEC source: 0001209191-21-043635 · doc4.xml · nonDerivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,150 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 2,700 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-21-043635 · doc4.xml · derivative · entry 5 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Underlying: Common Shares · 2,700 shares Expires 2031-06-25 F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2023 and 6/25/2024. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043635 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,806 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2024). Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043635 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,806 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2024). Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 14:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 3,500 | $0.00 Strike: $30.92 | $0.00 |
DisclosureSEC source: 0001209191-20-055225 · doc4.xml · derivative · entry 4 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,500 shares Expires 2025-06-26 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. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day the first portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/26/2017 and 6/26/2018. Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 14:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 3,500 | $46.97 | $164,395.00 |
DisclosureSEC source: 0001209191-20-055225 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,060 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 14:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 3,500 | $30.92 | $108,220.00 |
DisclosureSEC source: 0001209191-20-055225 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,560 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 656 | $37.08 | $24,324.48 |
DisclosureSEC source: 0001209191-20-039502 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,060 F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 5,900 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-20-039283 · doc4.xml · derivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,900 Underlying: Common Shares · 5,900 shares Expires 2030-06-25 F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2022 and 6/25/2023. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039283 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,716 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2023). Read SEC document |
| August 08, 2019 Filed Aug 9, 2019 18:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | OtherCommon Shares | 423 | $38.77 | $16,399.71 |
DisclosureSEC source: 0001209191-19-045305 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 129 F1 · balance_after: Amount listed is the most up-to-date information available regarding holdings in the Company Stock Fund under the Worthington Industries, Inc. Deferred Profit Sharing Plan and is based on a plan statement dated as of July 31, 2019. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified Stock Option (right to acquire) · Derivative | 4,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · derivative · entry 7 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 4,000 shares Expires 2019-07-16 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. F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2003 Stock Option Plan and vested at 20% per year, beginning on the date listed. Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 4,000 | $40.47 | $161,880.00 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · nonDerivative · entry 5 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,716 Read SEC document |
| July 03, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 4,000 | $13.25 | $53,000.00 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · nonDerivative · entry 4 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,716 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 273 | $40.29 | $10,999.17 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · nonDerivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,716 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 581 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · nonDerivative · entry 2 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,989 F2 · shares: A long-term performance share award was granted on July 13, 2016 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended July 1, 2019. On June 25, 2019, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 703 | $40.29 | $28,323.87 |
DisclosureSEC source: 0001209191-19-040868 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,408 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified Stock Option (right to acquire) · Derivative | 4,300 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-19-039423 · doc4.xml · derivative · entry 3 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Shares · 4,300 shares Expires 2029-06-27 F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/27/2021 and 6/27/2022. The last day to exercise out of this option grant is 6/27/2029. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039423 · doc4.xml · nonDerivative · entry 1 LYTTLE CATHERINE M · CIK 0001554743 · Sr VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,111 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2022). 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.