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 |
|---|---|---|---|---|---|---|
| April 05, 2024 Filed Apr 9, 2024 17:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.99 | $61.59 | $184.15 |
DisclosureSEC source: 0000950170-24-042902 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,107.01 Underlying: Common Shares · 2.99 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 |
| March 22, 2024 Filed Mar 25, 2024 14:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.87 | $64.25 | $184.40 |
DisclosureSEC source: 0000950170-24-035679 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,093.64 Underlying: Common Shares · 2.87 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 31, 2023. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 14:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 123.04 | $63.70 | $7,837.65 |
DisclosureSEC source: 0000950170-24-035142 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,090.77 Underlying: Common Shares · 123.04 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 31, 2023. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.91 | $63.27 | $184.12 |
DisclosureSEC source: 0000950170-24-028964 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,967.73 Underlying: Common Shares · 2.91 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 31, 2023. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 19:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.87 | $64.23 | $184.34 |
DisclosureSEC source: 0000950170-24-019994 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,964.82 Underlying: Common Shares · 2.87 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Enterprises, 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 Enterprises, 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 Enterprises, Inc. 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 theoretical Worthington Enterprises, 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 Enterprises, 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 Enterprises, Inc. 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 31, 2023. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.94 | $62.60 | $184.04 |
DisclosureSEC source: 0000950170-24-013613 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,961.95 Underlying: Common Shares · 2.94 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Enterprises, 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 Enterprises, 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 Enterprises, Inc. 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 theoretical Worthington Enterprises, 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 Enterprises, 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 Enterprises, Inc. 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 31, 2023. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 17:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.26 | $56.50 | $184.19 |
DisclosureSEC source: 0000950170-24-008190 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,959 Underlying: Common Shares · 3.26 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 31, 2023. Read SEC document |
| January 12, 2024 Filed Jan 16, 2024 15:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 3.4 | $54.23 | $184.38 |
DisclosureSEC source: 0000950170-24-004443 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,955.74 Underlying: Common Shares · 3.4 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share 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 17:12 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.67 | $57.55 | $153.66 |
DisclosureSEC source: 0000950170-24-000109 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,952.34 Underlying: Common Shares · 2.67 shares Expires not disclosed F4 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F5 · 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. F5 · 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. F6 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 31, 2023. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072473 · ownership.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,883 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 19:07 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.68 | $57.33 | $153.64 |
DisclosureSEC source: 0000950170-23-071013 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,949.67 Underlying: Common Shares · 2.68 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on November 30, 2023. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 19:12 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 2.98 | $51.62 | $153.83 |
DisclosureSEC source: 0000950170-23-068989 · ownership.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,933.07 Underlying: Common Shares · 2.98 shares Expires not disclosed F3 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F4 · 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. F4 · 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. F1 · balance_after: Holdings that were previously reported on Form 4 have been adjusted in connection with the spin-off of Worthington Steel, Inc. (the "Spin-Off") by the Issuer. F5 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on November 30, 2023. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 17:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.33 | $65.82 | $153.36 |
DisclosureSEC source: 0001209191-23-055967 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,497.28 Underlying: Common Shares · 2.33 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2023. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 21:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.42 | $63.53 | $153.74 |
DisclosureSEC source: 0001209191-23-054520 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,494.95 Underlying: Common Shares · 2.42 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2023. Read SEC document |
| October 20, 2023 Filed Oct 23, 2023 13:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.55 | $60.30 | $153.77 |
DisclosureSEC source: 0001209191-23-053289 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,492.53 Underlying: Common Shares · 2.55 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2023. Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 13:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.53 | $60.74 | $153.67 |
DisclosureSEC source: 0001209191-23-052411 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,489.98 Underlying: Common Shares · 2.53 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on September 30, 2023. Read SEC document |
| September 22, 2023 Filed Sep 25, 2023 15:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.24 | $68.66 | $153.80 |
DisclosureSEC source: 0001209191-23-050446 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,474.65 Underlying: Common Shares · 2.24 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 15:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.14 | $71.62 | $153.27 |
DisclosureSEC source: 0001209191-23-048883 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,472.42 Underlying: Common Shares · 2.14 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| August 25, 2023 Filed Aug 28, 2023 22:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1.97 | $73.16 | $144.13 |
DisclosureSEC source: 0001209191-23-047539 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,470.27 Underlying: Common Shares · 1.97 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 14:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.05 | $70.34 | $144.20 |
DisclosureSEC source: 0001209191-23-045517 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,468.3 Underlying: Common Shares · 2.05 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| July 31, 2023 Filed Jul 31, 2023 21:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043869 · doc4.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,880 Read SEC document |
| July 28, 2023 Filed Jul 31, 2023 21:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1.95 | $74.08 | $144.46 |
DisclosureSEC source: 0001209191-23-043869 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,466.26 Underlying: Common Shares · 1.95 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| July 14, 2023 Filed Jul 17, 2023 16:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.05 | $70.46 | $144.44 |
DisclosureSEC source: 0001209191-23-042357 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,464.3 Underlying: Common Shares · 2.05 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 13:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 135.65 | $67.87 | $9,206.57 |
DisclosureSEC source: 0001209191-23-041758 · doc4.xml · derivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,462.26 Underlying: Common Shares · 135.65 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F3 · 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. F3 · 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. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,958 | $69.56 | $414,438.48 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 18 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,958 F5 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 13,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 17 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,916 F4 · shares: A long-term performance share award was granted on June 25, 2020 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, 2023. On June 27, 2023, 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, 2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2.08 | $69.47 | $144.50 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 30 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,326.61 Underlying: Common Shares · 2.08 shares Expires not disclosed F16 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F17 · 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. F17 · 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. F18 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 30, 2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,200 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 29 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,200 shares Expires 2028-06-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F15 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/28/2020 and 6/28/2021. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,200 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 28 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,200 shares Expires 2027-06-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F14 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/29/2019 and 6/29/2020. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $42.30 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 27 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,500 shares Expires 2026-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F13 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2018 and 6/30/2019. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,000 | $0.00 Strike: $30.92 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 26 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,000 shares Expires 2025-06-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F12 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/26/2017 and 6/26/2018. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $43.04 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 25 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,500 shares Expires 2024-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/30/2016 and 6/30/2017. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 10,100 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 24 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,100 shares Expires 2030-06-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/25/2022 and 6/25/2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 6,800 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 23 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,800 shares Expires 2029-06-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/27/2021 and 6/27/2022. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 4,200 | $0.00 Strike: $42.10 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 22 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 4,200 shares Expires 2028-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. The date listed is the first date any portion of the option vested. Additional portions of 33.33% of the option vested annually on 11/1/2020 and 11/1/2021. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 5,800 | $0.00 Strike: $69.47 | $0.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · derivative · entry 21 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Shares · 5,800 shares Expires 2033-06-30 F7 · 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 6/30/2025 and 6/30/2026. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 948 | $69.47 | $65,857.56 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 16 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,782 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,200 | $42.91 | $51,492.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 15 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,730 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 994 | $69.47 | $69,053.18 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 14 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,530 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,200 | $47.76 | $57,312.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 13 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,524 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,178 | $69.47 | $81,835.66 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 12 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,324 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,500 | $42.30 | $63,450.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 11 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,392 | $69.47 | $96,702.24 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 10 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,002 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,000 | $30.92 | $61,840.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 9 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,394 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,186 | $69.47 | $82,391.42 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 8 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,394 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,500 | $43.04 | $64,560.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 7 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 11,882 | $68.68 | $816,055.76 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 6 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,080 F3 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $68.07 TO $69.06, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 9,218 | $69.29 | $638,715.22 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 5 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,962 F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $69.07 TO $69.51, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 10,100 | $36.93 | $372,993.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 4 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,180 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 6,800 | $38.91 | $264,588.00 |
DisclosureSEC source: 0001209191-23-040888 · doc4.xml · nonDerivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.