Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREIF, INCGEF, GEF-B · Entity 3946 | Director | August 03, 2026 | August 05, 2026 |
| STERLING INFRASTRUCTURE, INC.STRL · Entity 3384 | Director | May 07, 2026 | May 11, 2026 |
| TREX CO INCTREX · Entity 3990 | Director | October 01, 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.
GREIF, INC
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock Units (Cash Only Rights)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,644.25 |
Reported balance
After 2026-08-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 303.29 · Balance 3,644.25 F1: Each phantom stock unit is the economic equivalent of one share of Class A Common Stock of Greif, Inc. F2: The phantom stock units are to be settled in cash upon the earlier of (i) a future fixed date designated by the Reporting Person made at the time of the deferral election, or (ii) the Reporting Person's termination from the Board due to his retirement, death, disability or other reason. F3: Includes 27.58 units received on July 1, 2026 in lieu of payment of dividends on outstanding phantom units. Dividends paid on one phantom unit are equivalent in value to dividends paid on one share of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of Class A Common Stock of Greif, Inc.
F2: The phantom stock units are to be settled in cash upon the earlier of (i) a future fixed date designated by the Reporting Person made at the time of the deferral election, or (ii) the Reporting Person's termination from the Board due to his retirement, death, disability or other reason.
F3: Includes 27.58 units received on July 1, 2026 in lieu of payment of dividends on outstanding phantom units. Dividends paid on one phantom unit are equivalent in value to dividends paid on one share of Class A Common Stock.
STERLING INFRASTRUCTURE, INC.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 654 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 181 · Balance 654 F1: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were awarded to the Reporting Person by the Company pursuant to the Company's standard director compensation arrangements for non-employee directors.
TREX CO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,627 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 589 · Balance 17,627 F1: This restricted stock unit award will vest on the first anniversary of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit award will vest on the first anniversary of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WORTHINGTON ENTERPRISES, INC.
Report date November 01, 2024 · Filed November 04, 2024
Section 16 reporting ended · disclosed 2024-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 377,002 |
Reported balance
After 2024-11-01 transaction · row 1
1 source rowRow 1 · 2024-11-01 · Tax withholding · Disposed 45,005 · Balance 377,002 F1: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.
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 01, 2024 Filed Apr 3, 2024 20:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 18,098 | $27.27 | $493,532.46 |
DisclosureSEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,302 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 |
| April 01, 2024 Filed Apr 3, 2024 20:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 18,098 | $30.35 | $549,274.30 |
DisclosureSEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,204 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 |
| April 01, 2024 Filed Apr 3, 2024 20:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 21,245 | $26.88 | $571,065.60 |
DisclosureSEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,106 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 |
| April 01, 2024 Filed Apr 3, 2024 20:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 14,163 | $27.35 | $387,358.05 |
DisclosureSEC source: 0000950170-24-041052 · ownership.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,861 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. F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 31,731 common shares of Worthington Enterprises, Inc. (the "Issuer") to the reporting person's ex-spouse pursuant to a domestic relations order. F2 · balance_after: Holdings that were previously reported on Form 4 of the reporting person have been adjusted in connection with the spin-off of Worthington Steel, Inc. by the Issuer on December 1, 2023 (the "Spin-Off"). Pursuant to the Employee Matters Agreement, dated November 30, 2023, entered into by and between the Issuer and Worthington Steel, Inc. in connection with the Spin-Off (the "EMA"), the number of unvested restricted common shares held by the reporting person immediately before the Spin-Off was adjusted to preserve the intrinsic value of such award following the Spin-Off. Accordingly, each unvested restricted common share before the Spin-Off was adjusted by a factor of 1.57375 to determine the number of unvested restricted common shares on a post-Spin-Off basis. Each adjusted restricted common stock award otherwise retained substantially the same terms and conditions as were in effect before the Spin-Off. Read SEC document |
| September 26, 2023 Filed Sep 28, 2023 13:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 79,363 | $68.40 | $5,428,429.20 |
DisclosureSEC source: 0001209191-23-050702 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425,195 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 |
| July 03, 2023 Filed Jul 5, 2023 15:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 18,656 | $69.56 | $1,297,711.36 |
DisclosureSEC source: 0001209191-23-040786 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526,362 F3 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 15:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 41,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040786 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545,018 F2 · 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 15:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 16,600 | $0.00 Strike: $69.47 | $0.00 |
DisclosureSEC source: 0001209191-23-040786 · doc4.xml · derivative · entry 6 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,600 Underlying: Common Shares · 16,600 shares Expires 2033-06-30 F4 · 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 15:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 18,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040786 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 503,884 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/30/2026). Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 15:30 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 10,884 | $61.37 | $667,951.08 |
DisclosureSEC source: 0001209191-23-039860 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 485,184 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 7,771 | $58.97 | $458,255.87 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,068 F3 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $57.99 to $60.05, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 31 | $60.04 | $1,861.24 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 7 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,068 F6 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $60.04 to $60.05, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 3,611 | $59.57 | $215,107.27 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 6 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,099 F5 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.04 to $60.02, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 4,129 | $58.43 | $241,257.47 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 5 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,710 F4 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $57.99 to $58.95, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 17,000 | $0.00 Strike: $30.92 | $0.00 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · derivative · entry 8 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 17,000 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. F5 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 6/26/2017 and 6/26/2018. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 9,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · derivative · entry 7 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 9,000 shares Expires 2023-06-28 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. F4 · 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 vested. Additional portions of 33.33% of the option vested annually on 6/28/2015 and 6/28/2016. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 18,229 | $59.48 | $1,084,260.92 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,839 F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.00 to $60.36, inclusive. The reporting person undertakes to provide 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 range set forth. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 17,000 | $30.92 | $525,640.00 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,068 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 |
| February 08, 2023 Filed Feb 10, 2023 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 9,000 | $31.71 | $285,390.00 |
DisclosureSEC source: 0001209191-23-008234 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,068 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. F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 188,338 common shares of Worthington Industries, Inc. (the "Issuer") to the reporting person's ex-spouse pursuant to a domestic relations order. In addition, the reporting person no longer has a reportable beneficial interest in 1,187 common shares of the Issuer owned by the reporting person's ex-spouse and included in the reporting person's prior ownership reports as beneficially owned indirectly. The reporting person no longer reports as beneficially owned by the reporting person any securities owned by the reporting person's ex-spouse. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 17,000 | $0.00 Strike: $30.92 | $0.00 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · derivative · entry 11 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 17,000 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. F8 · 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 vested. Additional portions of 33.33% of the option vested annually on 6/26/2017 and 6/26/2018. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 9,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · derivative · entry 10 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 9,000 shares Expires 2023-06-28 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. 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 vested. Additional portions of 33.33% of the option vested annually on 6/28/2015 and 6/28/2016. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 3,726 | $60.20 | $224,305.20 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,839 F3 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.99 to $60.36, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 14,503 | $59.30 | $860,027.90 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,565 F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.00 to $59.99, inclusive. The reporting person undertakes to provide to 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 range set forth. Read SEC document |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 17,000 | $30.92 | $525,640.00 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,068 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 |
| February 08, 2023 Filed Feb 14, 2023 19:04 UTC Amendment | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 9,000 | $31.71 | $285,390.00 |
DisclosureSEC source: 0001209191-23-009047 · doc4a.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,068 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. F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 188,338 common shares of Worthington Industries, Inc. (the "Issuer") to the reporting person's ex-spouse pursuant to a domestic relations order. In addition, the reporting person no longer has a reportable beneficial interest in 1,187 common shares of the Issuer owned by the reporting person's ex-spouse and included in the reporting person's prior ownership reports as beneficially owned indirectly. The reporting person no longer reports as beneficially owned by the reporting person any securities owned by the reporting person's ex-spouse. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 11,641 | $44.02 | $512,436.82 |
DisclosureSEC source: 0001209191-22-040463 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 684,406 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 25,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040463 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,047 F1 · shares: A long-term performance share award was granted on June 27, 2019 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, 2022. On June 21, 2022, 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, 2022. Read SEC document |
| June 27, 2022 Filed Jun 28, 2022 18:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,442 | $46.61 | $253,651.62 |
DisclosureSEC source: 0001209191-22-039587 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 670,381 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 25,400 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-22-039587 · doc4.xml · derivative · entry 6 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,400 Underlying: Common Shares · 25,400 shares Expires 2032-06-24 F4 · 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 6/24/2024 and 6/24/2025. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 27,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039587 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,823 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/24/2025). Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:02 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 7,497 | $61.42 | $460,465.74 |
DisclosureSEC source: 0001209191-21-044788 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,623 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:02 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044788 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,120 F1 · shares: A long-term performance share award was granted on June 28, 2018 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, 2021. On June 22, 2021, 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, 2021. Read SEC document |
| June 28, 2021 Filed Jun 29, 2021 19:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 4,685 | $59.64 | $279,413.40 |
DisclosureSEC source: 0001209191-21-043633 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,120 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified Stock Option (right to buy) · Derivative | 16,900 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-21-043633 · doc4.xml · derivative · entry 6 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 16,900 shares Expires 2031-06-25 F4 · 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 6/25/2023 and 6/25/2024. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 31,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043633 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,805 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2024). Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $20.47 | $0.00 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · derivative · entry 9 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 50,000 shares Expires 2022-06-29 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. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vested annually on 6/29/2014 and 6/29/2015. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $23.10 | $0.00 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · derivative · entry 8 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 30,000 shares Expires 2021-06-30 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. F1 · 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 vested annually on 6/30/2013 and 6/30/2014. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 34,232 | $50.33 | $1,722,896.56 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,605 Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 50,000 | $20.47 | $1,023,500.00 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,837 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 |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 21,372 | $50.33 | $1,075,652.76 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,837 Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 19:42 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 30,000 | $23.10 | $693,000.00 |
DisclosureSEC source: 0001209191-20-056560 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,209 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 29, 2020 Filed Jun 30, 2020 20:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 4,685 | $37.08 | $173,719.80 |
DisclosureSEC source: 0001209191-20-039472 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,209 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire · Derivative | 27,000 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-20-039289 · doc4.xml · derivative · entry 5 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Shares · 27,000 shares Expires 2030-06-25 F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2022 and 6/25/2023. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039289 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,894 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2023). Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 15:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-055762 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,894 F1 · shares: This is a voluntary filing to disclose a transaction involving a gift of securities by the Reporting Person to a charity. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,701 | $40.29 | $68,533.29 |
DisclosureSEC source: 0001209191-19-040897 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,894 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040897 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,595 F2 · shares: A long-term performance share award was granted on July 13, 2016 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended July 1, 2019. On June 25, 2019, 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, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,622 | $40.29 | $226,510.38 |
DisclosureSEC source: 0001209191-19-040897 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 573,965 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 14,000 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-19-039422 · doc4.xml · derivative · entry 5 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Shares · 14,000 shares Expires 2029-06-27 F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/27/2021 and 6/27/2022. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039422 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,587 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2022). 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.