Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | EVP & Chief Operating Officer | September 26, 2023 | September 27, 2023 |
| Worthington Steel, Inc.WS · Entity 4616 | Director · President and CEO | 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 September 26, 2023 · Filed September 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 138,191 |
Reported balance
After 2023-09-26 transaction · row 1
1 source rowRow 1 · 2023-09-26 · Tax withholding · Disposed 36,280 · Balance 138,191 F1: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.
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 | 366,050 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 17,084 · Balance 366,050 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 20:27 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 17,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420479 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 366,050 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 21:07 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 10,555 | $32.16 | $339,448.80 |
DisclosureSEC source: 0001193125-26-298680 · ownership.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,966 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 21:07 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 23,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298680 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,521 F1 · kind: Represents the vesting of a performance share award granted in 2023. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:18 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 9,075 | $33.58 | $304,738.50 |
DisclosureSEC source: 0001193125-26-292584 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,857 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 20:11 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 39,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-290512 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 344,932 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 |
| December 22, 2025 Filed Dec 24, 2025 02:44 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 9,610 | $36.32 | $349,035.20 |
DisclosureSEC source: 0001193125-25-331318 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,017 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 20:32 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 9,374 | $31.75 | $297,624.50 |
DisclosureSEC source: 0000950170-25-095034 · ownership.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,627 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 20:32 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 20,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-095034 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,001 F1 · kind: Represents the vesting of a performance share award granted in 2022. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 20:24 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 46,465 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091611 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,331 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 20:21 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 13,915 | $25.69 | $357,476.35 |
DisclosureSEC source: 0000950170-25-090411 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,866 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 00:51 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 3,524 | $31.65 | $111,534.60 |
DisclosureSEC source: 0000950170-24-140883 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,781 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 20:04 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 12,888 | $32.15 | $414,349.20 |
DisclosureSEC source: 0000950170-24-081865 · ownership.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,305 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 20:04 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 28,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081865 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,193 F1 · shares: Represents common shares received upon the vesting of a performance share award granted in 2021. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:16 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 30,300 | $0.00 Strike: $33.32 | $0.00 |
DisclosureSEC source: 0000950170-24-080484 · ownership.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,300 Underlying: Common Shares · 30,300 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 20:16 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 36,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080484 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,775 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 20:36 UTC | Worthington Steel, Inc. WS · Entity 4616 | Tax withholdingCommon Shares | 8,783 | $30.67 | $269,374.61 |
DisclosureSEC source: 0000950170-24-078510 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,075 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 21:31 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 13,700 | $0.00 Strike: $30.55 | $0.00 |
DisclosureSEC source: 0000950170-23-073321 · ownership.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,700 Underlying: Common Shares · 13,700 shares Expires 2033-12-22 F2 · 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 21:31 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 44,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-073321 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,858 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 7,770 WS Restricted Shares will vest on December 22, 2024, the second award of 21,190 WS Restricted Shares will vest on December 22, 2025, and the third award of 15,100 WS Restricted Shares will vest on December 22, 2026. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 38,840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,840 Underlying: Common Shares · 38,840 shares Expires not disclosed F8 · 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. F8 · 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. F8 · 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. F8 · 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 22:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 17,763 | Not disclosed Strike: $21.51 | Not disclosed |
DisclosureSEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,763 Underlying: Common Shares · 17,763 shares Expires 2033-06-30 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. F4 · 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. F4 · 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 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 22:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 19,161 | Not disclosed Strike: $14.37 | Not disclosed |
DisclosureSEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,161 Underlying: Common Shares · 19,161 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. F4 · 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. F4 · 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. F6 · 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 22:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 6,672 | Not disclosed Strike: $18.64 | Not disclosed |
DisclosureSEC source: 0000950170-23-068306 · ownership.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,672 Underlying: Common Shares · 6,672 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. F4 · 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. F4 · 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. F5 · 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 22:59 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 70,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-068306 · ownership.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,798 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) 19,378 WS Restricted Shares that vest on June 25, 2024, (ii) 30,682 WS Restricted Shares that vest on June 24, 2025, and (iii) 20,347 WS Restricted Shares that vest on 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) 19,378 WS Restricted Shares that vest on June 25, 2024, (ii) 30,682 WS Restricted Shares that vest on June 24, 2025, and (iii) 20,347 WS Restricted Shares that vest on June 30, 2026. F3 · balance_after: Includes 116,391 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 |
| September 26, 2023 Filed Sep 27, 2023 18:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 36,280 | $68.40 | $2,481,552.00 |
DisclosureSEC source: 0001209191-23-050627 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,191 F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,967 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · derivative · entry 10 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,933 Underlying: Common Shares · 2,967 shares Expires 2032-06-30 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. 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 6/24/2024 and 6/24/2025. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 4,134 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · derivative · entry 9 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,066 Underlying: Common Shares · 4,134 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 on 6/25/2023 and will vest on 6/25/2024. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 13,800 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · derivative · entry 8 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 13,800 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 will vest. Additional portions of 33.33% of the option vested annually on 6/25/2022 and 6/25/2023. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 3,333 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · derivative · entry 7 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,333 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. 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 6/27/2021 and 6/27/2022. Read SEC document |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 8,210 | $73.48 | $603,270.80 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 6 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,471 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 |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 24,234 | $73.56 | $1,782,653.04 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,681 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 |
| July 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,967 | $46.39 | $137,639.13 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,915 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 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 4,134 | $60.19 | $248,825.46 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,948 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 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 13,800 | $36.93 | $509,634.00 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,814 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 26, 2023 Filed Jul 27, 2023 18:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 3,333 | $38.91 | $129,687.03 |
DisclosureSEC source: 0001209191-23-043504 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,014 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 14:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 7,257 | $69.56 | $504,796.92 |
DisclosureSEC source: 0001209191-23-040762 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,681 F3 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 14:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040762 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,938 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 14:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 5,500 | $0.00 Strike: $69.47 | $0.00 |
DisclosureSEC source: 0001209191-23-040762 · doc4.xml · derivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Shares · 5,500 shares Expires 2033-06-30 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 6/30/2025 and 6/30/2026. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 14:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 6,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040762 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,938 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 15:52 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 16,599 | $61.37 | $1,018,680.63 |
DisclosureSEC source: 0001209191-23-039865 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,638 F1 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 15:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1,043.7 | $61.34 | $64,020.56 |
DisclosureSEC source: 0001209191-23-021161 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,858.32 Underlying: Common Shares · 1,043.7 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 15:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1,043.7 | $61.34 | $64,020.56 |
DisclosureSEC source: 0001209191-23-021159 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,858.32 Underlying: Common Shares · 1,043.7 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 5,654 | $44.02 | $248,889.08 |
DisclosureSEC source: 0001209191-22-040468 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,237 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 17:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 12,466 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040468 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,891 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 18:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,855 | $46.61 | $179,681.55 |
DisclosureSEC source: 0001209191-22-039579 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,425 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 8,900 | $0.00 Strike: $46.39 | $0.00 |
DisclosureSEC source: 0001209191-22-039579 · doc4.xml · derivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 Underlying: Common Shares · 8,900 shares Expires 2032-06-24 Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 18:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039579 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,280 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 |
| March 25, 2022 Filed Mar 28, 2022 14:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1,054 | $52.50 | $55,335.00 |
DisclosureSEC source: 0001209191-22-021215 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,553 Underlying: Common Shares · 1,054 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in the footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). F3 · derivative.expiration_date: The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon a person's leaving employment with Worthington Industries, Inc. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 29, 2021. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 19:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 9,370 | $55.52 | $520,222.40 |
DisclosureSEC source: 0001209191-21-057901 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,780 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation. Read SEC document |
| July 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 2,133 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · derivative · entry 6 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,133 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. 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 06/28/2020 and 06/28/2021. Read SEC document |
| July 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 3,333 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · derivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common Shares · 3,333 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. 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 6/27/2021 and will vest 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.