Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Controller | October 02, 2026 | October 05, 2026 |
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 October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Acquired Under the Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 337.75 |
Reported balance
After 2026-10-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-02 · Grant · Acquired 4.16 · Balance 337.75 F2: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F3: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F4: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 29, 2026. |
| Common SharesSEC Table I · non-derivative | Direct | 7,036 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,036 |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(k) Plan | 3,147.7 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,147.7 F1: The information in this report is based on a 401(k) Plan statement dated as of October 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The information in this report is based on a 401(k) Plan statement dated as of October 2, 2026.
F2: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis.
F3: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries.
F4: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 29, 2026.
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 |
|---|---|---|---|---|---|---|
| March 21, 2025 Filed Mar 24, 2025 15:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 5.92 | $39.78 | $235.50 |
DisclosureSEC source: 0000950170-25-043559 · ownership.xml · derivative · entry 3 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90.73 Underlying: Common Shares · 5.92 shares Expires not disclosed F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 16:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 5.59 | $42.18 | $235.79 |
DisclosureSEC source: 0000950170-25-036037 · ownership.xml · derivative · entry 3 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84.81 Underlying: Common Shares · 5.59 shares Expires not disclosed F2 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 16:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | OtherCommon Shares | 7.7 | $42.18 | $324.79 |
DisclosureSEC source: 0000950170-25-036037 · ownership.xml · nonDerivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 2,790.37 F1 · shares: Shares acquired in the Worthington Enterprises, Inc. Deferred Profit Sharing Plan (the "401(k) Plan") through payroll deduction and employer matching contributions. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 18:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.55 | $42.42 | $235.43 |
DisclosureSEC source: 0000950170-25-025456 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79.23 Underlying: Common Shares · 5.55 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. Read SEC document |
| February 21, 2025 Filed Mar 4, 2025 16:48 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | OtherCommon Shares | 7.37 | $42.42 | $312.64 |
DisclosureSEC source: 0000950170-25-031444 · ownership.xml · nonDerivative · entry 3 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 2,782.67 F2 · balance_after: Amount listed is the most up-to-date information available regarding holdings in the Company Plan Fund under the 401(k) Plan and is based on a Plan statement as of February 28, 2025. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 15:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.69 | $41.39 | $235.51 |
DisclosureSEC source: 0000950170-25-016736 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73.67 Underlying: Common Shares · 5.69 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. Read SEC document |
| January 24, 2025 Filed Feb 4, 2025 17:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.64 | $41.79 | $235.70 |
DisclosureSEC source: 0000950170-25-013008 · ownership.xml · derivative · entry 3 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67.98 Underlying: Common Shares · 5.64 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. Read SEC document |
| January 10, 2025 Filed Feb 4, 2025 17:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.95 | $39.62 | $235.74 |
DisclosureSEC source: 0000950170-25-013008 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62.34 Underlying: Common Shares · 5.95 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F3 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 15:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 169 | $41.04 | $6,935.76 |
DisclosureSEC source: 0000950170-24-140039 · ownership.xml · nonDerivative · entry 1 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,589 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 |
| October 29, 2024 Filed Mar 4, 2025 16:48 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | OtherCommon Shares | 2,764 | $39.06 | $107,961.84 |
DisclosureSEC source: 0000950170-25-031444 · ownership.xml · nonDerivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 2,764 F1 · shares: On October 29, 2024, the Reporting Person made an allocation change and began accruing shares in the Worthington Enterprises, Inc. Deferred Profit Sharing Plan (the "401(k) Plan"), but due to an administrative error, the Reporting Person's 401(k) Plan holdings were not included in his Form 4s. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 1,000 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078843 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Shares · 1,000 shares Expires 2034-06-27 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 any portion of the option will vest. Additional portions of 33.33% of the option will vest annually on 6/27/2026 and 6/27/2027. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078843 · ownership.xml · nonDerivative · entry 1 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,758 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 (6/27/2027). Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 15:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 1.76 | $63.70 | $112.11 |
DisclosureSEC source: 0000950170-24-035161 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55.6 Underlying: Common Shares · 1.76 shares Expires not disclosed F1 · derivative.exercise_price: The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. F3 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common shares deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 31, 2023. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 17:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 1.15 | $57.55 | $66.18 |
DisclosureSEC source: 0000950170-24-000114 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53.85 Underlying: Common Shares · 1.15 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 800 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000950170-23-072482 · ownership.xml · derivative · entry 4 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Shares · 800 shares Expires 2033-12-21 F4 · shares: 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 will vest annually on December 21, 2025 and December 21, 2026. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072482 · ownership.xml · nonDerivative · entry 3 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,558 F3 · 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 first anniversary of the grant date (December 21, 2024). Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072482 · ownership.xml · nonDerivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,003 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 second anniversary of the grant date (December 21, 2025). Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072482 · ownership.xml · nonDerivative · entry 1 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,343 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 (December 21, 2026). Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 19:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 1.16 | $57.33 | $66.50 |
DisclosureSEC source: 0000950170-23-071020 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52.69 Underlying: Common Shares · 1.16 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 19:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 1.13 | $51.62 | $58.33 |
DisclosureSEC source: 0000950170-23-069012 · ownership.xml · derivative · entry 2 CHAN KEVIN J · CIK 0002002524 · Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51.36 Underlying: Common Shares · 1.13 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. 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.