Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Controller | January 04, 2022 | January 04, 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.
WORTHINGTON ENTERPRISES, INC.
Report date January 04, 2022 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 24,580 |
Reported balance
After 2022-01-04 transaction · row 1
1 source rowRow 1 · 2022-01-04 · Gift · Disposed 600 · Balance 24,580 F1: This is a voluntary filing to disclose a transaction involving a gift of securities by the Reporting Person to a charity. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a voluntary filing to disclose a transaction involving a gift of securities by the Reporting Person to a charity.
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 |
|---|---|---|---|---|---|---|
| June 29, 2017 Filed Jul 3, 2017 18:41 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042786 · doc4.xml · nonDerivative · entry 1 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,567 F1 · timeliness: This is a voluntary filing to disclose a transaction involving a gift of securities by the Reporting Person to a charity. F2 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/29/2020). Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 13:08 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020959 · doc4.xml · nonDerivative · entry 1 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,367 F1 · timeliness: This is a voluntary filing to disclose a transaction involving a gift of securities by the Reporting Person to a charity. Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 20:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0001209191-16-143278 · doc4.xml · derivative · entry 4 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 7,500 shares Expires 2017-07-02 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 · derivative.exercise_date: This option was granted out of the Worthington Industries, Inc. 2003 Stock Option Plan and vests at 20% per year beginning on the first anniversary of the grant date. Date listed is the first day any portion of the option will vest. Additional portions of 20% of the option vested annually on 07/02/2009, 07/02/2010, 07/02/2011 and 07/02/2012. Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 20:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143278 · doc4.xml · nonDerivative · entry 3 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,967 Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 20:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 4,965 | $47.23 | $234,496.95 |
DisclosureSEC source: 0001209191-16-143278 · doc4.xml · nonDerivative · entry 2 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,767 Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 20:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 7,500 | $22.73 | $170,475.00 |
DisclosureSEC source: 0001209191-16-143278 · doc4.xml · nonDerivative · entry 1 WELCH RICHARD G · CIK 0001194138 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,732 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.