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 |
|---|---|---|---|---|---|---|
| July 01, 2022 Filed Jul 5, 2022 17:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,392 | $44.02 | $105,295.84 |
DisclosureSEC source: 0001209191-22-040465 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,036 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040465 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,428 F1 · shares: A long-term performance share award was granted on June 27, 2019 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2022. On June 21, 2022, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2022. Read SEC document |
| June 27, 2022 Filed Jun 28, 2022 18:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,401 | $46.61 | $65,300.61 |
DisclosureSEC source: 0001209191-22-039580 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,156 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 4,800 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-22-039580 · doc4.xml · derivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Shares · 4,800 shares Expires 2032-06-24 Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039580 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,557 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/24/2025). Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 937 | $61.42 | $57,550.54 |
DisclosureSEC source: 0001209191-21-044790 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,457 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044790 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,394 F1 · shares: A long-term performance share award was granted on June 28, 2018 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2021. On June 22, 2021, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2021. Read SEC document |
| June 28, 2021 Filed Jun 29, 2021 19:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 351 | $59.64 | $20,933.64 |
DisclosureSEC source: 0001209191-21-043631 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,456 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 3,200 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-21-043631 · doc4.xml · derivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Shares · 3,200 shares Expires 2031-06-25 F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option will vest annually on 6/25/2023 and 6/25/2024. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043631 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,807 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2024). Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 21:00 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 759 | $56.88 | $43,171.92 |
DisclosureSEC source: 0001209191-21-002478 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,807 F1 · price: The price reported is a weighted average price. 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 |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,267 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · derivative · entry 11 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,533 Underlying: Common Shares · 1,267 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. F5 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option will vest annually on 6/27/2021 and 6/27/2022. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 600 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · derivative · entry 10 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Common Shares · 600 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. 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 on 6/28/2020 and will vest on 6/28/2021. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 900 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · derivative · entry 9 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 900 shares Expires 2027-06-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 6/29/2019 and 6/29/2020. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 1,100 | $0.00 Strike: $42.30 | $0.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · derivative · entry 8 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 1,100 shares Expires 2026-06-30 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 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 6/30/2018 and 6/30/2019. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 3,867 | $52.79 | $204,138.93 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · nonDerivative · entry 5 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,566 Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,267 | $38.91 | $49,298.97 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · nonDerivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 600 | $42.91 | $25,746.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,166 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 900 | $47.76 | $42,984.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,566 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 15:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 1,100 | $42.30 | $46,530.00 |
DisclosureSEC source: 0001209191-20-057554 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,666 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 21:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 341 | $37.08 | $12,644.28 |
DisclosureSEC source: 0001209191-20-039517 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,566 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 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock optoin (right to acquire) · Derivative | 6,800 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-20-039275 · doc4.xml · derivative · entry 6 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 Underlying: Common Shares · 6,800 shares Expires 2030-06-25 F4 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2022 and 6/25/2023. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039275 · doc4.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,907 F2 · shares: An award of restricted shares was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted shares will vest if (i) the common shares of Worthington Industries, Inc. attain an average closing price of at least $65.00 per common share for ninety consecutive days during the five-year period ending on the fifth anniversary of the grant date of the award (i.e. June 25, 2025) and (ii) the reporting person has continuously remained an employee of Worthington Industries, Inc. or one of its subsidiaries through the third anniversary of the grant date of the award (i.e. June 25, 2023). Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039275 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,907 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 |
| June 25, 2020 Filed Jun 30, 2020 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039275 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,907 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/25/2023). Read SEC document |
| November 06, 2019 Filed Nov 6, 2019 21:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 961 | $38.46 | $36,960.06 |
DisclosureSEC source: 0001209191-19-055482 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,307 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 61 | $40.29 | $2,457.69 |
DisclosureSEC source: 0001209191-19-040899 · doc4.xml · nonDerivative · entry 3 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,268 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 18:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040899 · doc4.xml · nonDerivative · entry 2 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,329 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 18:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 372 | $40.29 | $14,987.88 |
DisclosureSEC source: 0001209191-19-040899 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,135 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 15:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 3,800 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-19-039424 · doc4.xml · derivative · entry 4 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,800 Underlying: Common Shares · 3,800 shares Expires 2029-06-27 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 6/27/2021 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 15:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039424 · doc4.xml · nonDerivative · entry 1 KLINGLER JEFFREY R · CIK 0001776278 · President, Worthington Steel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,507 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2022). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.