Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TAUBMAN CENTERS INCTCO · Entity 144281 | Director | October 02, 2017 | October 03, 2017 |
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Director | September 30, 2022 | October 03, 2022 |
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.
TAUBMAN CENTERS INC
Report date October 02, 2017 · Filed October 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,948 |
Reported balance
After 2017-10-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-10-02 · Grant · Acquired 1,011 · Balance 68,948 F1: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full.
F2: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date.
F3: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction.
WORTHINGTON ENTERPRISES, INC.
Report date September 30, 2022 · Filed October 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 108,520 |
Reported balance
After 2022-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-30 · Grant · Acquired 2,884 · Balance 108,520 F1: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis. F2: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. See footnote following. F3: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F4: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4 filed October 4, 2021. |
| Common SharesSEC Table I · non-derivative | Direct | 80,740 |
Reported balance
Holding disclosure · report date 2022-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 80,740 |
Filing footnotes · ownership attribution and instrument terms
F1: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis.
F2: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. See footnote following.
F3: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc.
F4: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4 filed October 4, 2021.
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 |
|---|---|---|---|---|---|---|
| September 30, 2022 Filed Oct 3, 2022 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Shares · Derivative | 2,884 | $38.14 | $109,995.76 |
DisclosureSEC source: 0001209191-22-051730 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,520 Underlying: Common Shares · 2,884 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. See footnote following. F3 · derivative.expiration_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F4 · balance_after: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4 filed October 4, 2021. Read SEC document |
| September 28, 2022 Filed Sep 30, 2022 17:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051599 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,740 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 28, 2023); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2,034 | $54.07 | $109,978.38 |
DisclosureSEC source: 0001209191-21-058746 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,133 Underlying: Common Shares · 2,034 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. See footnote following. F3 · derivative.exercise_date: The 2005 Director Deferred Compensation Plan provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 Director Deferred Compensation Plan until distribution from the 2005 Director Deferred Compensation Plan. Distributions are made only in Common Shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F3 · derivative.expiration_date: The 2005 Director Deferred Compensation Plan provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 Director Deferred Compensation Plan until distribution from the 2005 Director Deferred Compensation Plan. Distributions are made only in Common Shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F4 · balance_after: The amount shown reflects additional theoretical common shares (i.e., phantom stock) which were credited pursuant to the dividend reinvestment feature of the 2005 Director Deferred Compensation Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the 2005 Director Deferred Compensation Plan was last updated in the reporting person's Form 4 filed September 28, 2020. Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 20:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058189 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,040 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 29, 2022); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 20:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2,660 | $39.47 | $104,990.20 |
DisclosureSEC source: 0001209191-20-052207 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,659 Underlying: Common Shares · 2,660 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. F3 · derivative.exercise_date: The 2005 Director Deferred Compensation Plan provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 Director Deferred Compensation Plan until distribution from the 2005 Director Deferred Compensation Plan. Distributions are made only in Common Shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F3 · derivative.expiration_date: The 2005 Director Deferred Compensation Plan provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 Director Deferred Compensation Plan until distribution from the 2005 Director Deferred Compensation Plan. Distributions are made only in Common Shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F4 · balance_after: The amount shown reflects additional theoretical common shares (i.e., phantom stock) which were credited pursuant to the dividend reinvestment feature of the 2005 Director Deferred Compensation Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the 2005 Director Deferred Compensation Plan was last updated in the reporting person's Form 4 filed September 27, 2019. Read SEC document |
| September 23, 2020 Filed Sep 24, 2020 20:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051887 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,640 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 23, 2021); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| September 26, 2019 Filed Sep 27, 2019 18:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2,988 | $35.14 | $104,998.32 |
DisclosureSEC source: 0001209191-19-050949 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,302 Underlying: Common Shares · 2,988 shares Expires not disclosed F2 · derivative.exercise_price: The theoretical common shares (phantom stock) credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "2005 Director Deferred Compensation Plan") track Common Shares of Worthington Industries, Inc. (the "Company") on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. F4 · derivative.exercise_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F4 · derivative.expiration_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon the leaving the Board of Directors of Worthington Industries, Inc. F5 · balance_after: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4 filed October 1, 2018. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 18:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050949 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,140 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 25, 2020); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 15:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2,191 | $43.36 | $95,001.76 |
DisclosureSEC source: 0001209191-18-052641 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,665 Underlying: Common Shares · 2,191 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plans. F3 · derivative.exercise_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014, and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon the leaving the Company's Board of Directors. F3 · derivative.expiration_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014, and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon the leaving the Company's Board of Directors. F4 · balance_after: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4 filed September 29, 2017. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 14:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052520 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,540 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 26, 2019); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 19:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 20,000 | $43.82 | $876,400.00 |
DisclosureSEC source: 0001209191-17-059928 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,840 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $43.60 to $44.28, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 18:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 45,376 | $45.77 | $2,076,859.52 |
DisclosureSEC source: 0001209191-17-058764 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,840 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $45.70 to $45.895, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 11:07 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 1,011 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000164 · wf-form4_150704322662440.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,948 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 12:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1,978 | $48.04 | $95,023.12 |
DisclosureSEC source: 0001209191-17-054349 · doc4.xml · derivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,393 Underlying: common shares · 1,978 shares Expires not disclosed F2 · derivative.exercise_price: The accounts track common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plans. F4 · derivative.exercise_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014, and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon the leaving the Company's Board of Directors. F4 · derivative.expiration_date: The Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors, as amended (the "Plan"), provides that effective October 1, 2014, and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon the leaving the Company's Board of Directors. F5 · balance_after: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of the Plan since the date on which the amount of theoretical common shares credited pursuant to dividend reinvestment under the Plan was last updated in the reporting person's Form 4/A filed October 3, 2016. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 12:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-054349 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,216 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 27, 2018); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 14:04 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000140 · wf-form4_149927786338219.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,520 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 10:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 761 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000071 · wf-form4_149131581633282.xml · nonDerivative · entry 4 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,318 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| March 02, 2017 Filed Apr 4, 2017 10:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GiftCommon Stock | 1,432 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000071 · wf-form4_149131581633282.xml · nonDerivative · entry 3 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,241 Read SEC document |
| February 22, 2017 Filed Apr 4, 2017 10:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GiftCommon Stock | 4,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000071 · wf-form4_149131581633282.xml · nonDerivative · entry 2 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,673 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:38 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 21,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004107 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,816 Read SEC document |
| January 11, 2017 Filed Apr 4, 2017 10:23 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GiftCommon Stock | 12,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000071 · wf-form4_149131581633282.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,760 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 12:47 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-17-000010 · wf-form4_148363846609261.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,016 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 16:36 UTC | TAUBMAN CENTERS INC TCO · Entity 144281 | GrantCommon Stock | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0000890319-16-000319 · wf-form4_147552699302410.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,077 F1 · shares: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each non-employee director may defer the receipt of all or a portion of his or her director retainer (cash and stock) until the earlier of the termination of such director's service on the Company's Board of Directors and upon a change of control. Such deferred compensation is denominated in restricted stock units, and the number of restricted stock units received equals the deferred retainer fee divided by the fair market value of the Company's common stock on the business day immediately before the date the director would otherwise have been entitled to receive the retainer fee. The shares referred to above represent the quarterly retainer fee, which has been deferred in full. F2 · shares: The restricted stock units represent the right to receive equivalent shares of common stock at the end of the deferral period, and each director's account is 100% vested at all times. Therefore, the reporting person has elected to report the deferral as shares of common stock received on the grant date. F3 · balance_after: Under The Taubman Centers, Inc. Non-Employee Directors' Deferred Compensation Plan, each director's account is credited with dividend equivalents on the deferred restricted stock units when the Company pays cash dividends on its common stock (including special dividends, if any), and such dividend equivalents are denominated in additional restricted stock units based on the fair market value of the Company's common stock on the business day immediately before the record date of the applicable dividend payment. The receipt of such dividends since the last Form 4 filing has been reflected in the column entitled 'amount of securities beneficially owned following reported transaction(s)', but has not been reported as a separate transaction. Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 15:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143234 · doc4.xml · nonDerivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,940 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date (September 29, 2017); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held, unless a previous deferral election has been made. Read SEC document |
| September 28, 2016 Filed Oct 3, 2016 19:38 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1,973 | $46.89 | $92,513.97 |
DisclosureSEC source: 0001209191-16-143572 · doc4a.xml · derivative · entry 1 KARMANOS PETER · CIK 0001110860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,410 Underlying: common shares · 1,973 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balance related to the theoretical Company common shares could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors. F3 · derivative.expiration_date: The Company amended the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors (the "Plan") effective October 1, 2014. The Amendment includes a provision that effective October 1, 2014, and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company's Board of Directors. F4 · balance_after: The amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan for Directors. F5 · balance_after: The filing is late due to an administrative oversight 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.