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 |
|---|---|---|---|---|---|---|
| March 29, 2019 Filed Apr 1, 2019 19:30 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 54 | $37.32 | $2,015.28 |
DisclosureSEC source: 0001209191-19-021947 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 Underlying: Common Shares · 54 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 19:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $36.97 | $73.94 |
DisclosureSEC source: 0001209191-19-019961 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 876 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 17:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $39.21 | $78.42 |
DisclosureSEC source: 0001209191-19-015329 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 13:29 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $37.68 | $75.36 |
DisclosureSEC source: 0001209191-19-010888 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 16:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $37.20 | $74.40 |
DisclosureSEC source: 0001209191-19-006664 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 870 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 14:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $38.27 | $76.54 |
DisclosureSEC source: 0001209191-19-004672 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 16:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $35.40 | $70.80 |
DisclosureSEC source: 0001209191-19-002418 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| December 21, 2018 Filed Dec 26, 2018 16:37 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $34.80 | $69.60 |
DisclosureSEC source: 0001209191-18-064059 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 14:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $38.29 | $76.58 |
DisclosureSEC source: 0001209191-18-061674 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 18:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $41.22 | $82.44 |
DisclosureSEC source: 0001209191-18-059888 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 854 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 14:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock(right to buy) · Derivative | 2 | $42.42 | $84.84 |
DisclosureSEC source: 0001209191-18-058082 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853 Underlying: Common Shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: 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. theoretical Worthington Industries, Inc. common shares 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 a person's leaving employment with Worthington Industries, Inc. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 4,200 | $0.00 Strike: $42.10 | $0.00 |
DisclosureSEC source: 0001209191-18-057082 · doc4.xml · derivative · entry 3 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Shares · 4,200 shares Expires 2028-11-01 F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan and vests at 33.33% per year beginning on the first anniversary of the 11/1/2018 grant date. The date listed is the first date any portion of the option will vest. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 16:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057082 · doc4.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary (i.e. 11/1/2021). Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 12:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $45.25 | $90.50 |
DisclosureSEC source: 0001209191-17-039339 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| May 26, 2017 Filed May 30, 2017 15:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $42.54 | $85.08 |
DisclosureSEC source: 0001209191-17-036055 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| May 12, 2017 Filed May 15, 2017 14:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $41.43 | $82.86 |
DisclosureSEC source: 0001209191-17-032243 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| April 28, 2017 Filed May 1, 2017 17:37 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $43.50 | $87.00 |
DisclosureSEC source: 0001209191-17-028889 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 14:38 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $41.32 | $82.64 |
DisclosureSEC source: 0001209191-17-027009 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| April 10, 2017 Filed Apr 11, 2017 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,344 | $43.05 | $57,859.20 |
DisclosureSEC source: 0001209191-17-026474 · doc4.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,145 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 |
| March 31, 2017 Filed Apr 3, 2017 19:37 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 65 | $45.09 | $2,930.85 |
DisclosureSEC source: 0001209191-17-024097 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 Underlying: common shares · 65 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 13:37 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1 | $51.96 | $51.96 |
DisclosureSEC source: 0001209191-17-021601 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 Underlying: common shares · 1 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 13:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $49.45 | $98.90 |
DisclosureSEC source: 0001209191-17-018545 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 14:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $49.86 | $99.72 |
DisclosureSEC source: 0001209191-17-012489 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 16:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1 | $48.05 | $48.05 |
DisclosureSEC source: 0001209191-17-007976 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: common shares · 1 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| January 20, 2017 Filed Jan 24, 2017 18:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $47.52 | $95.04 |
DisclosureSEC source: 0001209191-17-005238 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 16:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $47.56 | $95.12 |
DisclosureSEC source: 0001209191-17-002833 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 17:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156866 · doc4.xml · nonDerivative · entry 1 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,489 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary i.e. 12/27/2019 Read SEC document |
| December 22, 2016 Filed Dec 27, 2016 12:07 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1 | $49.75 | $49.75 |
DisclosureSEC source: 0001209191-16-156734 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425 Underlying: common shares · 1 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 18:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $57.55 | $115.10 |
DisclosureSEC source: 0001209191-16-154655 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 17:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1 | $61.73 | $61.73 |
DisclosureSEC source: 0001209191-16-152115 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422 Underlying: common shares · 1 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 15:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 1 | $52.26 | $52.26 |
DisclosureSEC source: 0001209191-16-149558 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421 Underlying: common shares · 1 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 16:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $46.47 | $92.94 |
DisclosureSEC source: 0001209191-16-147382 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| October 14, 2016 Filed Oct 18, 2016 18:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $47.55 | $95.10 |
DisclosureSEC source: 0001209191-16-146191 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 14:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $48.03 | $96.06 |
DisclosureSEC source: 0001209191-16-143471 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. F4 · balance_after: Amount shown reflects additional theoretical common shares (i.e. phantom stock) which were credited pursuant to the dividend reinvestment feature of Worthington Industries, Inc.'s Deferred Compensation Plan. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 19:41 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $40.14 | $80.28 |
DisclosureSEC source: 0001209191-16-141964 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 15:57 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock · Derivative | 2 | $43.29 | $86.58 |
DisclosureSEC source: 0001209191-16-139963 · doc4.xml · derivative · entry 2 HAYEK JOSEPH B · CIK 0001429897 · VP Mergers & Acquisitions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412 Underlying: common shares · 2 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Company common share investment option which could be immediately transferred to other investment options under the terms of the deferred compensation plan. F3 · derivative.expiration_date: The Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment included a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company. 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.