Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Worthington Steel, Inc.WS · Entity 4616 | President Flat Rolled Stl Proc | October 08, 2026 | October 13, 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.
Worthington Steel, Inc.
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 52,989 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 4,642 · Balance 52,989 F1: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on 6/26/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on 6/26/2029.
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 20:31 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 4,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420496 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,989 F1 · kind: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on 6/26/2029. Read SEC document |
| October 06, 2026 Filed Oct 8, 2026 20:44 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 200 | $40.00 | $8,000.00 |
DisclosureSEC source: 0001193125-26-418005 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,347 Read SEC document |
| September 28, 2026 Filed Sep 30, 2026 20:30 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 21,607 | $36.87 | $796,650.09 |
DisclosureSEC source: 0001193125-26-409119 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,547 F1 · kind: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligations upon such vesting. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 21:03 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 1,297 | $32.16 | $41,711.52 |
DisclosureSEC source: 0001193125-26-298669 · ownership.xml · nonDerivative · entry 2 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,154 F2 · kind: Represents shares withheld upon the vesting of performance share award in order to satisfy the reporting person's tax withholding obligations upon such vesting. Read SEC document |
| July 07, 2026 Filed Jul 8, 2026 21:03 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298669 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,451 F1 · kind: Represents the vesting of a performance share award granted in 2023. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:16 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 1,873 | $33.58 | $62,895.34 |
DisclosureSEC source: 0001193125-26-292573 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,545 F1 · kind: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligations upon such vesting. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 20:05 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-290478 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,418 F1 · kind: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/26/2029). Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 610 | $0.00 Strike: $34.10 | $0.00 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · derivative · entry 9 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,240 Underlying: Common Shares · 610 shares Expires 2034-12-20 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 Steel, Inc. 2023 Long Term Incentive Plan. The date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on December 20, 2026 and December 20, 2027 Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 874 | $0.00 Strike: $33.36 | $0.00 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · derivative · entry 8 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,776 Underlying: Common Shares · 874 shares Expires 2034-06-28 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 Steel, Inc. 2023 Long Term Incentive Plan. The date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on June 28, 2026 and June 28,2027. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 2,046 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · derivative · entry 7 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,046 shares Expires 2032-06-24 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 Steel, Inc. 2023 Long Term Incentive Plan. The date listed is date on which this option became fully exercisable. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 1,399 | $0.00 Strike: $21.51 | $0.00 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · derivative · entry 6 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Shares · 1,399 shares Expires 2033-06-30 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. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Steel, Inc. 2023 Long Term Incentive Plan. The date listed is the date that fifty percent of the stock options will vest. The remaining fifty percent will vest on June 30, 2026 Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 11,105 | $40.09 | $445,249.42 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · nonDerivative · entry 5 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,308 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $40.00 to $40.41, 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 ranges set forth. Read SEC document |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 610 | $34.10 | $20,801.00 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · nonDerivative · entry 4 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,413 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 |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 874 | $33.36 | $29,156.64 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · nonDerivative · entry 3 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 74,803 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 |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 2,046 | $14.37 | $29,401.02 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · nonDerivative · entry 2 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,929 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 |
| May 22, 2026 Filed May 27, 2026 20:34 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 1,399 | $21.51 | $30,092.49 |
DisclosureSEC source: 0001193125-26-242005 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,883 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 |
| July 08, 2025 Filed Jul 10, 2025 20:26 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 2,051 | $31.75 | $65,119.25 |
DisclosureSEC source: 0000950170-25-095024 · ownership.xml · nonDerivative · entry 2 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,484 F2 · kind: Represents shares withheld upon the vesting of a performance share award in order to satisfy the reporting person's tax withholding obligations upon such vesting. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 20:26 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 4,521 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-095024 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,535 F1 · kind: Represents the vesting of a performance share award granted in 2022. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:20 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 6,165 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091601 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,014 F1 · kind: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2028). Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 20:19 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 3,076 | $25.69 | $79,022.44 |
DisclosureSEC source: 0000950170-25-090409 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,849 F1 · kind: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligations upon such vesting. Read SEC document |
| December 20, 2024 Filed Dec 26, 2024 21:02 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 1,850 | $0.00 Strike: $34.10 | $0.00 |
DisclosureSEC source: 0000950170-24-140394 · ownership.xml · derivative · entry 2 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,850 Underlying: Common Shares · 1,850 shares Expires 2034-12-20 F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Steel, Inc. 2023 Long Term Incentive 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 December 20, 2026 and December 20, 2027. Read SEC document |
| December 20, 2024 Filed Dec 26, 2024 21:02 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-140394 · ownership.xml · nonDerivative · entry 1 Larivey Clifford · CIK 0002048670 · President Flat Rolled Stl Proc 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,925 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel Inc. 2023 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (December 20, 2027). 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.