Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | President, Worthington Steel | July 06, 2023 | July 07, 2023 |
| Worthington Steel, Inc.WS · Entity 4616 | Chief Operating Officer | 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 ENTERPRISES, INC.
Report date July 06, 2023 · Filed July 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 40,040 |
Ending reported balance
After 2023-07-06 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-07-06 · Exercise / conversion · Acquired 6,800 · Balance 46,840 Row 2 · 2023-07-06 · Exercise / conversion · Acquired 2,134 · Balance 48,974 Row 3 · 2023-07-06 · Exercise / conversion · Acquired 1,600 · Balance 50,574 Row 4 · 2023-07-06 · Exercise / conversion · Acquired 300 · Balance 50,874 Row 5 · 2023-07-06 · Exercise / conversion · Acquired 2,533 · Balance 53,407 Row 6 · 2023-07-06 · Sale · Disposed 13,367 · Balance 40,040 F1: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $66.66 to $67.28, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (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. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.93 · Expires 2030-06-25 | Direct | 0 |
Reported balance
After 2023-07-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-07-06 · Exercise / conversion · Disposed 6,800 · Balance 0 F3: 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 6/25/2022 and 6/25/2023. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $60.19 · Expires 2031-06-25 | Direct | 1,066 |
Reported balance
After 2023-07-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-07-06 · Exercise / conversion · Disposed 2,134 · Balance 1,066 F4: 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 6/25/2023 and will vest 6/25/2024. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.39 · Expires 2032-06-24 | Direct | 3,200 |
Reported balance
After 2023-07-06 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-07-06 · Exercise / conversion · Disposed 1,600 · Balance 3,200 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 will vest. Additional portions of 33.33% of the option will vest annually on 6/24/2024 and 6/24/2025. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.91 · Expires 2028-06-28 | Direct | 0 |
Reported balance
After 2023-07-06 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-07-06 · Exercise / conversion · Disposed 300 · Balance 0 F6: 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 6/28/2020 and 6/28/2021. |
| Non-qualified stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.91 · Expires 2029-06-27 | Direct | 0 |
Reported balance
After 2023-07-06 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2023-07-06 · Exercise / conversion · Disposed 2,533 · Balance 0 F7: 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 6/27/2021 and 6/27/2022. |
| Common SharesSEC Table I · non-derivative | Indirectby IRA | 4,600 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,600 |
| Common SharesSEC Table I · non-derivative | Indirectby 401(k) Plan | 1.21 |
Reported balance
Holding disclosure · report date 2023-07-06 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1.21 F2: Amount listed is the most up-to-date information available regarding holdings in the Company Stock Fund under the Worthington Industries, Inc. Deferred Profit Sharing Plan and is based on a Plan statement as of June 30, 2023. |
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 $66.66 to $67.28, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (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.
F2: Amount listed is the most up-to-date information available regarding holdings in the Company Stock Fund under the Worthington Industries, Inc. Deferred Profit Sharing Plan and is based on a Plan statement as of June 30, 2023.
F3: 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 6/25/2022 and 6/25/2023.
F4: 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 6/25/2023 and will vest 6/25/2024.
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 will vest. Additional portions of 33.33% of the option will vest annually on 6/24/2024 and 6/24/2025.
F6: 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 6/28/2020 and 6/28/2021.
F7: 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 6/27/2021 and 6/27/2022.
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 | 112,475 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 8,777 · Balance 112,475 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. |
| Common SharesSEC Table I · non-derivative | IndirectBy IRA | 4,600 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,600 |
| Common SharesSEC Table I · non-derivative | IndirectBy 401K | 1.22 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1.22 |
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 20:28 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 8,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420484 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,475 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 |
| July 07, 2026 Filed Jul 8, 2026 20:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 3,861 | $32.16 | $124,169.76 |
DisclosureSEC source: 0001193125-26-298658 · ownership.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,698 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 07, 2026 Filed Jul 8, 2026 20:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 8,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298658 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,559 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 | 4,898 | $33.58 | $164,474.84 |
DisclosureSEC source: 0001193125-26-292579 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,904 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 20:12 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 10,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-290520 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,802 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 |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualifed Stock Options (Right to Buy) · Derivative | 10,335 | $0.00 Strike: $14.37 | $0.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · derivative · entry 13 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,335 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. 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 date upon which this non-qualifed stock option became fully exercisable. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualifed Stock Options (Right to Buy) · Derivative | 3,442 | $0.00 Strike: $18.64 | $0.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · derivative · entry 12 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,442 shares Expires 2031-06-25 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 date upon which this non-qualifed stock option became fully exercisable. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualifed Stock Options (Right to Buy) · Derivative | 6,259 | $0.00 Strike: $21.51 | $0.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · derivative · entry 11 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,230 Underlying: Common Shares · 6,259 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. 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 the first day any portion of the option will vest. Additional portions of 33.33% of the option vested on 6/30/2025 and will vest on 6/30/2026. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 6,028 | $44.53 | $268,416.59 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 7 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,212 F2 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $44.02 to $44.87, 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 |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 14,008 | $43.52 | $609,651.97 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 6 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,240 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $43.00 to $43.96, 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 |
| June 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 10,335 | $14.37 | $148,513.95 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,248 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 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 6,259 | $21.51 | $134,631.09 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,913 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 02, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 3,442 | $18.64 | $64,158.88 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,654 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 01, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionNon-Qualifed Stock Options (Right to Buy) · Derivative | 200 | $0.00 Strike: $21.51 | $0.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · derivative · entry 10 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,489 Underlying: Common Shares · 200 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. 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 the first day any portion of the option will vest. Additional portions of 33.33% of the option vested on 6/30/2025 and will vest on 6/30/2026. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 200 | $43.00 | $8,600.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,212 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:40 UTC | Worthington Steel, Inc. WS · Entity 4616 | Exercise / conversionCommon Shares | 200 | $21.51 | $4,302.00 |
DisclosureSEC source: 0001193125-26-255607 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,412 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 22, 2025 Filed Dec 24, 2025 02:36 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 1,429 | $36.32 | $51,901.28 |
DisclosureSEC source: 0001193125-25-331314 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,212 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 08, 2025 Filed Jul 10, 2025 20:28 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 2,491 | $31.75 | $79,089.25 |
DisclosureSEC source: 0000950170-25-095027 · ownership.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,641 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 20:28 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,490 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-095027 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,132 F1 · kind: Represents the vesting of a performance share award granted in 2022. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:16 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 12,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091588 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,642 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 20:13 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 7,470 | $25.69 | $191,904.30 |
DisclosureSEC source: 0000950170-25-090398 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,312 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 23, 2024 Filed Dec 28, 2024 00:47 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 522 | $31.65 | $16,521.30 |
DisclosureSEC source: 0000950170-24-140878 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,782 F1 · shares: 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 02, 2024 Filed Jul 5, 2024 20:02 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 6,368 | $32.15 | $204,731.20 |
DisclosureSEC source: 0000950170-24-081863 · ownership.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,304 F2 · shares: 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 02, 2024 Filed Jul 5, 2024 20:02 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 14,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081863 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,672 F1 · shares: Represents common shares received from the vesting of a performance share award granted in 2021. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:17 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 9,850 | $0.00 Strike: $33.32 | $0.00 |
DisclosureSEC source: 0000950170-24-080487 · ownership.xml · derivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,850 Underlying: Common Shares · 9,850 shares Expires 2034-06-28 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 6/28/2026 and 6/28/2027. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:17 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 11,950 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080487 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,631 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 (6/28/2027). Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 20:38 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 4,392 | $30.67 | $134,702.64 |
DisclosureSEC source: 0000950170-24-078515 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,681 F1 · shares: 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 22, 2023 Filed Dec 27, 2023 21:25 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 1,900 | $0.00 Strike: $30.55 | $0.00 |
DisclosureSEC source: 0000950170-23-073316 · ownership.xml · derivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 Underlying: Common Shares · 1,900 shares Expires 2033-12-22 F3 · derivative.exercise_date: This non-qualified stock option award 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 will vest annually on 12/22/25 and 12/22/26. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 21:25 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 6,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-073316 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,073 F1 · shares: Three awards of restricted stock of Worthington Steel, Inc. ("WS Restricted Shares) were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan. The first award of 1,150 WS Restricted Shares will vest on December 22, 2024, the second award of 3,150 WS Restricted Shares will vest on December 22, 2025, and the third award of 2,100 WS Restricted Shares will vest on December 22, 2026 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:08 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 2,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 7 KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,419 Underlying: Common Shares · 2,419 shares Expires not disclosed F10 · derivative.exercise_price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries. F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F10 · price: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries. F10 · derivative.exercise_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries. F10 · derivative.expiration_date: Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the NQ Plan upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:08 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 9,689 | Not disclosed Strike: $21.51 | Not disclosed |
DisclosureSEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 6 KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,689 Underlying: Common Shares · 9,689 shares Expires 2033-06-24 F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F9 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 30, 2023 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 30, 2024, June 30, 2025 and June 25, 2026. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:08 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 10,335 | Not disclosed Strike: $14.37 | Not disclosed |
DisclosureSEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,335 Underlying: Common Shares · 10,335 shares Expires 2032-06-24 F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F8 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 24, 2022 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 24, 2023, June 24, 2024 and June 24, 2025. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:08 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 3,442 | Not disclosed Strike: $18.64 | Not disclosed |
DisclosureSEC source: 0000950170-23-068317 · ownership.xml · derivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,442 Underlying: Common Shares · 3,442 shares Expires 2031-06-25 F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F6 · shares: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F6 · price: Represents the grant of stock options to purchase the Issuer's common shares ("WS Options") upon the conversion of stock options to purchase WOR common shares ("WOR Options") in connection with the Distribution, in accordance with the terms of the EMA. The WS Options were granted pursuant to the Worthington Steel, Inc. Non-Qualified Deferred Compensation Plan (the "NQ Plan") in a manner intended to preserve the aggregate intrinsic value of the awards, and are generally subject to the same terms and conditions (including vesting, exercise and expiration schedules) as applicable to the corresponding WOR Options. F7 · derivative.exercise_date: Corresponds to the remaining portion of WOR Options initially granted on June 25, 2021 that were outstanding on December 1, 2023, which originally vested 33.33% annually on June 25, 2022, June 25, 2023 and June 25, 2024. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 23:08 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 37,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-068317 · ownership.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · Exec VP and Chief Oper Ofcr 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,673 F1 · date: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 9,689 WS Restricted Shares that vest June 25, 2024, (ii) 16,471 WS Restricted Shares that vest June 24, 2025, and (iii) 10,981 WS Restricted Shares that vest June 30, 2026. F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Long-Term Incentive Plan in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. Includes (i) 9,689 WS Restricted Shares that vest June 25, 2024, (ii) 16,471 WS Restricted Shares that vest June 24, 2025, and (iii) 10,981 WS Restricted Shares that vest June 30, 2026. F3 · balance_after: Includes 28,532 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,533 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · derivative · entry 13 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,533 shares Expires 2029-06-27 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 will vest. Additional portions of 33.33% of the option vested annually on 6/27/2021 and 6/27/2022. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 300 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · derivative · entry 12 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 300 shares Expires 2028-06-28 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. 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 vested annually on 6/28/2020 and 6/28/2021. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,600 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · derivative · entry 11 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Shares · 1,600 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. 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 will vest. Additional portions of 33.33% of the option will vest annually on 6/24/2024 and 6/24/2025. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,134 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · derivative · entry 10 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,066 Underlying: Common Shares · 2,134 shares Expires 2031-06-25 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 6/25/2023 and will vest 6/25/2024. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 6,800 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · derivative · entry 9 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,800 shares Expires 2030-06-25 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. 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 6/25/2022 and 6/25/2023. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 13,367 | $67.08 | $896,658.36 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 6 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,040 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $66.66 to $67.28, inclusive. The reporting person undertakes to provide to Worthington Industries, Inc. (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 |
| July 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,533 | $38.91 | $98,559.03 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,407 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 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 300 | $42.91 | $12,873.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,874 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 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,600 | $46.39 | $74,224.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,574 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 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,134 | $60.19 | $128,445.46 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,974 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 06, 2023 Filed Jul 7, 2023 14:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 6,800 | $36.93 | $251,124.00 |
DisclosureSEC source: 0001209191-23-041762 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,840 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 03, 2023 Filed Jul 5, 2023 14:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,720 | $69.56 | $258,763.20 |
DisclosureSEC source: 0001209191-23-040775 · doc4.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,040 F3 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 14:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 8,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040775 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,760 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 14:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 3,000 | $0.00 Strike: $69.47 | $0.00 |
DisclosureSEC source: 0001209191-23-040775 · doc4.xml · derivative · entry 6 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Shares · 3,000 shares Expires 2033-06-30 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 will vest. Additional portions of 33.33% of the option will vest annually on 6/30/2025 and 6/30/2026. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040775 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,560 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 15:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 13,877 | $61.37 | $851,631.49 |
DisclosureSEC source: 0001209191-23-039863 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,160 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. 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.