Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | 10% owner | September 28, 2026 | September 29, 2026 |
| Worthington Steel, Inc.WS · Entity 4616 | 10% owner | December 01, 2023 | December 11, 2023 |
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.
WORTHINGTON ENTERPRISES, INC.
Report date September 28, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,335,648 |
Ending reported balance
After 2026-09-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-28 · Exercise / conversion · Acquired 42,491 · Balance 1,378,139 Row 2 · 2026-09-28 · Sale · Disposed 39,325 · Balance 1,338,814 F1: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.94 to $60.93, 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 ("SEC"), upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Row 3 · 2026-09-28 · Sale · Disposed 3,166 · Balance 1,335,648 F2: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.61 to $59.92, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.73 · Expires 2026-09-29 | Direct | 0 |
Reported balance
After 2026-09-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-28 · Exercise / conversion · Disposed 42,491 · Balance 0 F5: 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 6/27/2021 and 6/27/2022. |
| Common SharesSEC Table I · non-derivative | IndirectBy JMAC, Inc. | 12,415,982 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12,415,982 |
| Common SharesSEC Table I · non-derivative | IndirectBy the Porter Rardin Trust f/b/o John P. McConnell and Margaret Kollis | 2,428,312 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,428,312 |
| Common SharesSEC Table I · non-derivative | IndirectAs custodian for his son, C.R. McConnell | 8,173 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8,173 |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds | 7,343 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 7,343 |
| Common SharesSEC Table I · non-derivative | IndirectBy The McConnell Family Trust | 118,000 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 118,000 |
| Common SharesSEC Table I · non-derivative | IndirectBy The Margaret R. McConnell Trust f/b/o Margaret Kollis | 255,875 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 255,875 |
| Common SharesSEC Table I · non-derivative | IndirectBy the Worthington Industries, Inc. Deferred Profit Sharing Plan | 25,224 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 25,224 F3: Amount listed is the most up-to-date information available regarding holdings under the Worthington Enterprises, Inc. 401(k) Plan and is based on a plan statement dated as of June 30, 2026. |
| Common SharesSEC Table I · non-derivative | IndirectBy McConnell LAE Trust | 44,250 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 44,250 F4: These common shares are held in an irrevocable trust for the benefit of the son of the reporting person's spouse. The reporting person's spouse is the trustee of such irrevocable trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.94 to $60.93, 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 ("SEC"), upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.
F2: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $59.61 to $59.92, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth.
F3: Amount listed is the most up-to-date information available regarding holdings under the Worthington Enterprises, Inc. 401(k) Plan and is based on a plan statement dated as of June 30, 2026.
F4: These common shares are held in an irrevocable trust for the benefit of the son of the reporting person's spouse. The reporting person's spouse is the trustee of such irrevocable trust.
F5: 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 6/27/2021 and 6/27/2022.
Worthington Steel, Inc.
Report date December 01, 2023 · Filed December 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-12-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 26, 2021 Filed Mar 30, 2021 14:06 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 60,000 | $23.10 | $1,386,000.00 |
DisclosureSEC source: 0001209191-21-023519 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415,518 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 |
| December 18, 2020 Filed Dec 29, 2020 15:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 44,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065314 · doc4.xml · nonDerivative · entry 9 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By McConnell 2020 LAE Trust Disclosed balance after: 44,250 F3 · ownership.nature: These common shares are held in an irrevocable trust for the benefit of the son of the reporting person's spouse. The reporting person's spouse is the trustee of such irrevocable trust. Read SEC document |
| December 18, 2020 Filed Dec 29, 2020 15:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 442,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065314 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355,518 F1 · shares: This transaction involved gifts of: (1) an aggregate of 398,000 common shares by the reporting person, in his capacity as settlor, to four separate irrevocable trusts for the benefit of four of his children (one who shares his household and three who no longer share his household), with each such irrevocable trust having an independent trustee who is not related to the reporting person; and (2) 44,250 common shares by the reporting person, in his capacity as settlor, to an irrevocable trust for the benefit of the son of the reporting person's spouse (not described in clause (1)), with such reporting person's spouse serving as the trustee of such irrevocable trust. The reporting person has no reportable beneficial ownership of or pecuniary interest in the aggregate of 398,000 common shares gifted to the irrevocable trusts having an independent trustee who is not related to the reporting person. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to acquire) · Derivative | 135,000 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001209191-20-039497 · doc4.xml · derivative · entry 11 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 135,000 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. F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 1997 Amended and Restated Long-Term Incentive Stock Option Plan and vested at 20% per year, beginning on the date listed. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 86,739 | $37.08 | $3,216,282.12 |
DisclosureSEC source: 0001209191-20-039497 · doc4.xml · nonDerivative · entry 3 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797,768 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 135,000 | $12.05 | $1,626,750.00 |
DisclosureSEC source: 0001209191-20-039497 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884,507 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 21:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 6,570 | $37.08 | $243,615.60 |
DisclosureSEC source: 0001209191-20-039497 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749,507 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 00:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 11,200 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-20-039286 · doc4.xml · derivative · entry 9 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 Underlying: Common Shares · 11,200 shares Expires 2030-06-25 F3 · 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 00:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 9,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039286 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,077 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 |
| December 18, 2019 Filed Dec 19, 2019 15:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061250 · doc4.xml · nonDerivative · entry 5 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds Disclosed balance after: 7,343 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 15:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061250 · doc4.xml · nonDerivative · entry 4 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for his son, C.R.McConnell Disclosed balance after: 8,173 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 15:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061250 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,677 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,474 | $40.20 | $139,654.80 |
DisclosureSEC source: 0001209191-19-040884 · doc4.xml · nonDerivative · entry 3 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749,802 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 18:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 7,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040884 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753,276 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 18:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 10,767 | $40.29 | $433,802.43 |
DisclosureSEC source: 0001209191-19-040884 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,016 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 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock optin (right to acquire) · Derivative | 150,000 | $9.99 Strike: $13.25 | $1,498,500.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · derivative · entry 12 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 150,000 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. F2 · derivative.exercise_date: This non-qualified stock option was granted out of the Worthington Industries, Inc. Amended and Restated 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date, the date listed is the first day any portion of the option vested. This option was due to expire on July 16, 2019. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to aquire) · Derivative | 27,000 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · derivative · entry 11 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Shares · 27,000 shares Expires 2029-06-27 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 6/27/2021 and 6/27/2022. The last day to exercise out of this option grant is 6/27/2029. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 97,941 | $38.91 | $3,810,884.31 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · nonDerivative · entry 3 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,756,783 Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 150,000 | $13.25 | $1,987,500.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,854,724 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 · shares: This non-qualified stock option was granted out of the Worthington Industries, Inc. Amended and Restated 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date, the date listed is the first day any portion of the option vested. This option was due to expire on July 16, 2019. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 22,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704,724 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 |
| December 06, 2018 Filed Dec 7, 2018 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061432 · doc4.xml · nonDerivative · entry 5 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds Disclosed balance after: 6,718 Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061432 · doc4.xml · nonDerivative · entry 4 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for his son, C.R.McConnell Disclosed balance after: 7,548 Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 15:05 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061432 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,682,224 Read SEC document |
| December 06, 2018 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · nonDerivative · entry 7 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds Disclosed balance after: 6,718 Read SEC document |
| December 06, 2018 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039421 · doc4.xml · nonDerivative · entry 6 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for his son, C.R.McConnell Disclosed balance after: 7,548 Read SEC document |
| July 20, 2018 Filed Jul 20, 2018 20:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 81,475 | $46.00 | $3,747,850.00 |
DisclosureSEC source: 0001209191-18-043490 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,685,224 Read SEC document |
| July 19, 2018 Filed Jul 20, 2018 20:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 18,525 | $46.00 | $852,150.00 |
DisclosureSEC source: 0001209191-18-043490 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,766,699 Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 8,948 | $42.85 | $383,421.80 |
DisclosureSEC source: 0001209191-18-041474 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785,224 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 18:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 18,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041474 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794,172 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 29, 2018 Filed Jul 3, 2018 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to acquire) · Derivative | 100,000 | $0.00 Strike: $20.21 | $0.00 |
DisclosureSEC source: 0001209191-18-040558 · doc4.xml · derivative · entry 11 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 100,000 shares Expires 2018-07-01 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. F4 · derivative.exercise_date: This option was granted out of the Worthington Industries, Inc. 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date (7/01/2008). Date listed is the first day any portion of the option vested. Additional portions of 20% of the option vested annually on 7/1/2010, 7/1/2011, 7/1/2012 and 7/1/2013. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 100,000 | $20.21 | $2,021,000.00 |
DisclosureSEC source: 0001209191-18-040558 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775,472 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 28, 2018 Filed Jul 3, 2018 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 22,000 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-18-040558 · doc4.xml · derivative · entry 10 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Shares · 22,000 shares Expires 2028-06-28 F3 · 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 3, 2018 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040558 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,675,472 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 (6/28/2021). Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 14:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 14,355 | $47.31 | $679,135.05 |
DisclosureSEC source: 0001209191-18-039781 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655,472 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 15, 2017 Filed Dec 19, 2017 20:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066291 · doc4.xml · nonDerivative · entry 5 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds Disclosed balance after: 6,118 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 20:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066291 · doc4.xml · nonDerivative · entry 4 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for his son, C.R.McConnell Disclosed balance after: 6,948 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 20:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066291 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,669,827 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 100,000 | $0.00 Strike: $22.73 | $0.00 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · derivative · entry 15 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 100,000 shares Expires 2017-07-02 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. F7 · derivative.exercise_date: This non-qualified stock option was granted out of the Worthington Industries, Inc. Amended and Restated 2003 Stock Option Plan and vested at 20% per year beginning on the first anniversary of the grant date, the date listed is the first day any portion of the option vested. This option was due to expire on July 2, 2017. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 72,875 | $50.22 | $3,659,782.50 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 6 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,671,452 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 100,000 | $22.73 | $2,273,000.00 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 5 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744,327 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 11,099 | $50.22 | $557,391.78 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 4 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,644,327 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. F4 · balance_after: The account is enrolled in the Issuer's dividend reinvestment plan and the amount listed includes the number of common shares reflected in the most up-to-date information available. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 7,917 | $50.22 | $397,591.74 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 3 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655,426 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. F4 · balance_after: The account is enrolled in the Issuer's dividend reinvestment plan and the amount listed includes the number of common shares reflected in the most up-to-date information available. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 15,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 2 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,663,343 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 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 22,000 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · derivative · entry 14 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: common shares · 22,000 shares Expires 2027-06-29 F6 · 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 6/29/2019 and 6/29/2020. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 18:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042753 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,647,652 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 13, 2016 Filed Dec 15, 2016 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155299 · doc4.xml · nonDerivative · entry 5 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, Amy McConnell, as custodian for her son, Luke A. Edmonds Disclosed balance after: 5,642 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155299 · doc4.xml · nonDerivative · entry 4 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Indirect · As custodian for his son, C.R.McConnell Disclosed balance after: 6,401 F1 · balance_after: The account is enrolled in the Issuer's dividend reinvestment plan and the amount listed includes the number of common shares reflected in the most up-to-date information available. F1 · ownership.nature: The account is enrolled in the Issuer's dividend reinvestment plan and the amount listed includes the number of common shares reflected in the most up-to-date information available. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GiftCommon Shares | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155299 · doc4.xml · nonDerivative · entry 1 MCCONNELL JOHN P/OH · CIK 0001106145 · Director · Chairman/Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,627,652 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.