Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | President, Worthington Steel | July 02, 2018 | July 05, 2018 |
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 02, 2018 · Filed July 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 66,496 |
Ending reported balance
After 2018-07-02 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2018-07-02 · Grant · Acquired 1,403 · Balance 66,708 F1: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Row 2 · 2018-07-02 · Tax withholding · Disposed 658 · Balance 66,050 F2: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Row 3 · 2018-07-02 · Grant · Acquired 701 · Balance 66,751 F1: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Row 4 · 2018-07-02 · Tax withholding · Disposed 329 · Balance 66,422 F2: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Row 5 · 2018-07-02 · Grant · Acquired 140 · Balance 66,562 F1: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Row 6 · 2018-07-02 · Tax withholding · Disposed 66 · Balance 66,496 F2: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(k) | 5,253 |
Reported balance
Holding disclosure · report date 2018-07-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,253 F3: 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 as of June 30, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018.
F2: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.
F3: 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 as of June 30, 2018.
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 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 66 | $42.85 | $2,828.10 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 6 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,496 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 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 5 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,562 F1 · shares: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 329 | $42.85 | $14,097.65 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 4 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,422 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 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 3 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,751 F1 · shares: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 658 | $42.85 | $28,195.30 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 2 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,050 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 02, 2018 Filed Jul 5, 2018 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041476 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,708 F1 · shares: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 4,800 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-18-040328 · doc4.xml · derivative · entry 3 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common shares · 4,800 shares Expires 2028-06-28 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 6/28/2020 and 6/28/2021. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040328 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,305 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 i.e. June 28, 2021. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 14:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,046 | $47.31 | $144,106.26 |
DisclosureSEC source: 0001209191-18-039778 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,205 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 |
| April 23, 2018 Filed Apr 24, 2018 19:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $20.21 | $0.00 |
DisclosureSEC source: 0001209191-18-025933 · doc4.xml · derivative · entry 4 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Shares · 7,500 shares Expires 2018-07-01 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. Amended and Restated 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date. Date listed is the first day on which any portion of the option first vested. Read SEC document |
| April 23, 2018 Filed Apr 24, 2018 19:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 7,500 | $45.83 | $343,725.00 |
DisclosureSEC source: 0001209191-18-025933 · doc4.xml · nonDerivative · entry 2 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,251 Read SEC document |
| April 23, 2018 Filed Apr 24, 2018 19:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 7,500 | $20.21 | $151,575.00 |
DisclosureSEC source: 0001209191-18-025933 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,751 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 |
| October 19, 2017 Filed Oct 23, 2017 13:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $20.21 | $0.00 |
DisclosureSEC source: 0001209191-17-057699 · doc4.xml · derivative · entry 4 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Shares · 7,500 shares Expires 2018-07-01 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. Amended and Restated 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date. Date listed is the first day on which any portion of the option first vested. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 13:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 7,500 | $44.96 | $337,200.00 |
DisclosureSEC source: 0001209191-17-057699 · doc4.xml · nonDerivative · entry 2 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,251 Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 13:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 7,500 | $20.21 | $151,575.00 |
DisclosureSEC source: 0001209191-17-057699 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,751 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 30, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,472 | $50.22 | $124,143.84 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 6 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,251 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. F4 · balance_after: Amount listed is the most up-to-date information available regarding holdings in the Company Plan Fund which invests in Common Shares of the Company. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 381 | $50.22 | $19,133.82 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 5 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,723 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. F4 · balance_after: Amount listed is the most up-to-date information available regarding holdings in the Company Plan Fund which invests in Common Shares of the Company. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 4 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,104 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 |
| June 30, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 210 | $50.22 | $10,546.20 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 3 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,335 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 i.e. June 29, 2020. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 2 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,545 F2 · shares: A long-term performance share award was granted on June 1, 2014 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, 2017. On June 28, 2017, 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, 2017. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock Option (right to buy) · Derivative | 4,800 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · derivative · entry 8 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: common shares · 4,800 shares Expires 2027-06-30 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 will vest. Additional portions of 33.33% of the option vest annually on 6/29/2019 and 6/29/2020. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042750 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,122 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 i.e. June 29, 2020. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 13:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0001209191-17-038700 · doc4.xml · derivative · entry 4 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 15,000 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. F2 · derivative.exercise_date: This non-qualified stock option was granted out of the Company's 2003 Stock Option Plan and vests at 20% per year. Date listed is the first day the options are available. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 13:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 11,150 | $46.03 | $513,234.50 |
DisclosureSEC source: 0001209191-17-038700 · doc4.xml · nonDerivative · entry 2 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,022 Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 13:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 15,000 | $22.73 | $340,950.00 |
DisclosureSEC source: 0001209191-17-038700 · doc4.xml · nonDerivative · entry 1 LAMPRINAKOS JOHN G · CIK 0001611536 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,172 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.