Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Director | August 05, 2026 | August 06, 2026 |
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Director · President & CEO | 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.
APOGEE ENTERPRISES, INC.
Report date August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,454 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 2,454 · Balance 2,454 F1: The shares will vest over a three-year vesting period with 1/3 of the shares vesting on each 8/5/27, 8/5/28 and 8/5/29. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest over a three-year vesting period with 1/3 of the shares vesting on each 8/5/27, 8/5/28 and 8/5/29.
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 | 6,248.89 |
Reported balance
After 2026-10-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-02 · Grant · Acquired 5.25 · Balance 6,248.89 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 for Directors, 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 | 239,125 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 239,125 |
| Common SharesSEC Table I · non-derivative | IndirectBy IRA (Merrill-Lynch) | 2,000 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy IRA (Vanguard) | 1,689 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,689 F1: The amount reported includes additional common shares acquired pursuant to the dividend reinvestment feature of the IRA as reported in the plan statement dated September 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The amount reported includes additional common shares acquired pursuant to the dividend reinvestment feature of the IRA as reported in the plan statement dated September 30, 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 for Directors, 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 |
|---|---|---|---|---|---|---|
| June 27, 2025 Filed Jun 30, 2025 15:31 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 400 | $63.81 | $25,524.00 |
DisclosureSEC source: 0000950170-25-091348 · ownership.xml · nonDerivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,368 F4 · 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 26, 2025 Filed Jun 30, 2025 15:31 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091348 · ownership.xml · nonDerivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,768 F3 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the first anniversary of the grant date. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 15:31 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 6,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091348 · ownership.xml · nonDerivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,468 F2 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 15:31 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 14,730 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091348 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,868 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. Read SEC document |
| June 24, 2025 Filed Jun 25, 2025 14:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,852 | $60.15 | $351,997.80 |
DisclosureSEC source: 0000950170-25-089770 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,138 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 |
| June 13, 2025 Filed Jun 17, 2025 13:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.2 | $59.69 | $250.70 |
DisclosureSEC source: 0000950170-25-087082 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,530.77 Underlying: Common Shares · 4.2 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.26 | $58.91 | $250.96 |
DisclosureSEC source: 0000950170-25-080153 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,526.56 Underlying: Common Shares · 4.26 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| May 16, 2025 Filed May 19, 2025 13:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.2 | $59.74 | $250.91 |
DisclosureSEC source: 0000950170-25-073998 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,522.3 Underlying: Common Shares · 4.2 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| May 06, 2025 Filed May 7, 2025 13:48 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-065155 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,990 Read SEC document |
| May 02, 2025 Filed May 5, 2025 13:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.83 | $51.99 | $251.11 |
DisclosureSEC source: 0000950170-25-063215 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,518.1 Underlying: Common Shares · 4.83 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| April 17, 2025 Filed Apr 21, 2025 14:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.3 | $47.39 | $251.17 |
DisclosureSEC source: 0000950170-25-056051 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,513.28 Underlying: Common Shares · 5.3 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 15:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.4 | $46.46 | $250.88 |
DisclosureSEC source: 0000950170-25-051421 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,507.98 Underlying: Common Shares · 5.4 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2025. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 19:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 210.3 | $41.63 | $8,754.79 |
DisclosureSEC source: 0000950170-25-045154 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,488.19 Underlying: Common Shares · 210.3 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| March 21, 2025 Filed Mar 24, 2025 14:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.31 | $39.78 | $251.01 |
DisclosureSEC source: 0000950170-25-043551 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,277.9 Underlying: Common Shares · 6.31 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 15:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.95 | $42.18 | $250.97 |
DisclosureSEC source: 0000950170-25-036016 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,271.59 Underlying: Common Shares · 5.95 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.92 | $42.42 | $251.13 |
DisclosureSEC source: 0000950170-25-025346 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,265.64 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 14:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.06 | $41.39 | $250.82 |
DisclosureSEC source: 0000950170-25-016732 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,259.72 Underlying: Common Shares · 6.06 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 22:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.01 | $41.79 | $251.16 |
DisclosureSEC source: 0000950170-25-009314 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,253.66 Underlying: Common Shares · 6.01 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| January 10, 2025 Filed Jan 13, 2025 15:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.33 | $39.62 | $250.79 |
DisclosureSEC source: 0000950170-25-004630 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,247.65 Underlying: Common Shares · 6.33 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| December 27, 2024 Filed Dec 31, 2024 16:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.17 | $40.67 | $250.93 |
DisclosureSEC source: 0000950170-24-141384 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,241.32 Underlying: Common Shares · 6.17 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 27, 2024. Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 14:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 568 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-138809 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,507 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 16:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.4 | $39.24 | $251.14 |
DisclosureSEC source: 0000950170-24-136437 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,217.54 Underlying: Common Shares · 6.4 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| November 29, 2024 Filed Dec 2, 2024 14:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.13 | $40.92 | $250.84 |
DisclosureSEC source: 0000950170-24-132008 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,211.15 Underlying: Common Shares · 6.13 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 15:48 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 6.26 | $40.07 | $250.84 |
DisclosureSEC source: 0000950170-24-127796 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,205.02 Underlying: Common Shares · 6.26 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 16:57 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 19,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-122988 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,075 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 5.35 | $38.82 | $207.69 |
DisclosureSEC source: 0000950170-24-120333 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,198.75 Underlying: Common Shares · 5.35 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| October 18, 2024 Filed Oct 21, 2024 13:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.97 | $41.81 | $207.80 |
DisclosureSEC source: 0000950170-24-115790 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,193.4 Underlying: Common Shares · 4.97 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 12:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | PurchaseCommon Shares | 2,500 | $40.21 | $100,525.00 |
DisclosureSEC source: 0000950170-24-114474 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,875 Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 16:44 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.96 | $41.85 | $207.58 |
DisclosureSEC source: 0000950170-24-113134 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,188.44 Underlying: Common Shares · 4.96 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2024. Read SEC document |
| September 25, 2024 Filed Sep 26, 2024 13:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 35,685 | $42.74 | $1,525,176.90 |
DisclosureSEC source: 0000950170-24-109477 · ownership.xml · nonDerivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,375 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 |
| September 25, 2024 Filed Sep 26, 2024 13:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 17,843 | $42.74 | $762,609.82 |
DisclosureSEC source: 0000950170-24-109477 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,060 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 |
| September 20, 2024 Filed Sep 23, 2024 15:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.53 | $45.88 | $207.84 |
DisclosureSEC source: 0000950170-24-108686 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,166.15 Underlying: Common Shares · 4.53 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on August 31, 2024. Read SEC document |
| September 06, 2024 Filed Sep 9, 2024 13:57 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.83 | $42.97 | $207.55 |
DisclosureSEC source: 0000950170-24-104585 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,161.62 Underlying: Common Shares · 4.83 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on August 31, 2024. Read SEC document |
| August 23, 2024 Filed Aug 26, 2024 14:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.98 | $46.36 | $184.51 |
DisclosureSEC source: 0000950170-24-100383 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,156.79 Underlying: Common Shares · 3.98 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on July 31, 2024. Read SEC document |
| August 09, 2024 Filed Aug 12, 2024 13:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 4.2 | $43.92 | $184.46 |
DisclosureSEC source: 0000950170-24-095131 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,152.81 Underlying: Common Shares · 4.2 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on July 31, 2024. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 13:39 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.63 | $50.80 | $184.40 |
DisclosureSEC source: 0000950170-24-087136 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,148.61 Underlying: Common Shares · 3.63 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 28, 2024. Read SEC document |
| July 12, 2024 Filed Jul 15, 2024 13:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.85 | $47.85 | $184.22 |
DisclosureSEC source: 0000950170-24-083406 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,144.98 Underlying: Common Shares · 3.85 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 28, 2024. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 15:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,805 | $45.18 | $262,269.90 |
DisclosureSEC source: 0000950170-24-081203 · ownership.xml · nonDerivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,903 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, 2024 Filed Jul 3, 2024 15:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 12,796 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081203 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,708 F1 · shares: A long-term performance share award was granted on June 25, 2021 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, 2024. On June 24, 2024, 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, 2024. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 12:57 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.89 | $47.33 | $184.11 |
DisclosureSEC source: 0000950170-24-079285 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,141.13 Underlying: Common Shares · 3.89 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 28, 2024. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 9,000 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078865 · ownership.xml · derivative · entry 6 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Shares · 9,000 shares Expires 2034-06-27 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 6/27/2026 and 6/27/2027. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 880 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078865 · ownership.xml · nonDerivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,912 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 (6/27/2025). Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078865 · ownership.xml · nonDerivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,032 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 (6/27/2026). Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 10,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078865 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,272 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 |
| June 25, 2024 Filed Jun 26, 2024 16:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,711 | $50.16 | $186,143.76 |
DisclosureSEC source: 0000950170-24-077725 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,172 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 |
| June 14, 2024 Filed Jun 17, 2024 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.6 | $51.25 | $184.50 |
DisclosureSEC source: 0000950170-24-074039 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,123.31 Underlying: Common Shares · 3.6 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 14:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.23 | $57.03 | $184.21 |
DisclosureSEC source: 0000950170-24-067714 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,119.71 Underlying: Common Shares · 3.23 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024. Read SEC document |
| May 17, 2024 Filed May 20, 2024 14:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.16 | $58.37 | $184.45 |
DisclosureSEC source: 0000950170-24-062151 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,116.48 Underlying: Common Shares · 3.16 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:31 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.1 | $59.45 | $184.30 |
DisclosureSEC source: 0000950170-24-053251 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,113.32 Underlying: Common Shares · 3.1 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024. Read SEC document |
| April 19, 2024 Filed Apr 22, 2024 16:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.21 | $57.35 | $184.09 |
DisclosureSEC source: 0000950170-24-046276 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,110.22 Underlying: Common Shares · 3.21 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. F4 · 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 share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on April 1, 2024. 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.