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 |
|---|---|---|---|---|---|---|
| September 26, 2018 Filed Sep 28, 2018 19:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052544 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,587 F1 · shares: An award of restricted shares was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted shares will vest if (i) the common shares of Worthington Industries, Inc. attain the closing price of at least $65.00 per common share for ninety consecutive days during the five-year period ending on the fifth anniversary of the grant date of the award (i.e. September 26, 2023) and (ii) the reporting person has continuously remained an employee of Worthington Industries, Inc. or one of its subsidiaries through the fifth anniversary of the grant date of the award (i.e. September 26, 2023). Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 4,381 | $42.85 | $187,725.85 |
DisclosureSEC source: 0001209191-18-041473 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,587 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 9,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041473 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,968 F1 · shares: A long-term performance share award was granted on June 1, 2015 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 2, 2018. On June 26, 2018, 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, 2018. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 11,500 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-18-040317 · doc4.xml · derivative · entry 5 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Underlying: Common shares · 11,500 shares Expires 2028-06-28 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 6/28/2020 and 6/28/2021. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040317 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,618 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. June 28, 2021. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 7,496 | $47.31 | $354,635.76 |
DisclosureSEC source: 0001209191-18-039782 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,618 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 |
| December 27, 2017 Filed Dec 27, 2017 19:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067391 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,114 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,439 | $50.22 | $273,146.58 |
DisclosureSEC source: 0001209191-17-042754 · doc4.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,614 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 |
| June 30, 2017 Filed Jul 3, 2017 18:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,195 | $50.22 | $160,452.90 |
DisclosureSEC source: 0001209191-17-042754 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,053 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 |
| June 30, 2017 Filed Jul 3, 2017 18:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 6,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042754 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,248 F2 · shares: A long-term performance share award was granted on June 1, 2014 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, 2017. On June 28, 2017, 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, 2017. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 18:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 11,500 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-17-042754 · doc4.xml · derivative · entry 8 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 Underlying: common shares · 11,500 shares Expires 2027-06-29 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 6/29/19 and 6/29/20. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 18:09 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042754 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,787 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 (6/29/2020). Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 13:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-157047 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,787 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 18:44 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 89,010 | $58.85 | $5,238,238.50 |
DisclosureSEC source: 0001209191-16-154658 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,287 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 |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 40,000 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · derivative · entry 12 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 40,000 shares Expires 2020-07-02 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 under the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan and vests at 20% per year beginning on the first anniversary of the grant date. Date listed is date on which the first 20% portion of the option will vest. Additional portions of 20% of the option vest annually on each of 07/02/2012, 07/02/2013, 07/02/2014, and 07/02/2015. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 40,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · derivative · entry 11 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 40,000 shares Expires 2019-07-16 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. F3 · derivative.exercise_date: This option was granted out of the Worthington Industries, Inc. Amended and Restated 2003 Stock Option Plan and vests at 20% per year beginning on the first anniversary of the grant date (07/16/2009). Date listed is the first day any portion of the option vests. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $11.81 | $0.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · derivative · entry 10 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 15,000 shares Expires 2018-12-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 vest annually on 6/26/17 and 6/26/18. F2 · derivative.exercise_date: This option was granted out of the Worthington Industries, Inc. Amended and Restated 2003 Stock Option Plan and vests at 20% per year beginning on the first anniversary of the grant date (12/01/08). Date listed is the first day any portion of the option vests. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 24,000 | $57.72 | $1,385,280.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 6 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,297 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 40,000 | $12.05 | $482,000.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 5 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,297 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 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 24,421 | $57.72 | $1,409,580.12 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 4 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,297 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 40,000 | $13.25 | $530,000.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 3 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479,718 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 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 8,967 | $57.72 | $517,575.24 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 2 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,718 Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 15,000 | $11.81 | $177,150.00 |
DisclosureSEC source: 0001209191-16-152389 · doc4.xml · nonDerivative · entry 1 ROSE B ANDREW · CIK 0001451048 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,685 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.