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WELCH RICHARD G

Disclosed activity across 1 company

Tapewire entity
131781
SEC CIK
0001194138

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282ControllerJanuary 04, 2022January 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect24,580 Reported balance After 2022-01-04 transaction · row 1
1 source row

Row 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

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

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 29, 2017 Filed Jul 3, 2017 18:41 UTC WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 GrantCommon Shares 1,200 $0.00 $0.00
Disclosure

SEC 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).

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March 15, 2017 Filed Mar 16, 2017 13:08 UTC WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 GiftCommon Shares 600 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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September 29, 2016 Filed Sep 30, 2016 20:04 UTC WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 GiftCommon Shares 800 $0.00 $0.00
Disclosure

SEC 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

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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
Disclosure

SEC 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
Disclosure

SEC 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.