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 |
|---|---|---|---|---|---|---|
| July 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 4,031 | $61.00 | $245,891.00 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,150 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 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 5,466 | $60.99 | $333,371.34 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,181 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 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 2,133 | $42.91 | $91,527.03 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,647 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 13, 2021 Filed Jul 14, 2021 16:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 3,333 | $38.91 | $129,687.03 |
DisclosureSEC source: 0001209191-21-046647 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,514 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 01, 2021 Filed Jul 2, 2021 17:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 4,497 | $61.42 | $276,205.74 |
DisclosureSEC source: 0001209191-21-044792 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,181 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, 2021 Filed Jul 2, 2021 17:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 9,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044792 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,678 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 29, 2021 Filed Jun 30, 2021 14:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 11,713 | $60.32 | $706,528.16 |
DisclosureSEC source: 0001209191-21-043892 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,082 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 |
| June 28, 2021 Filed Jun 29, 2021 19:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,046 | $59.64 | $181,663.44 |
DisclosureSEC source: 0001209191-21-043636 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,795 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 25, 2021 Filed Jun 29, 2021 19:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 6,200 | $0.00 Strike: $60.19 | $0.00 |
DisclosureSEC source: 0001209191-21-043636 · doc4.xml · derivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 Underlying: Common Shares · 6,200 shares Expires 2031-06-25 F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 6/25/2023 and 6/25/2024. Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 19:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-043636 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,841 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 |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 4,267 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · derivative · entry 9 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 4,267 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. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan and vested at 33.33% per year, beginning on the date listed. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 6,400 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · derivative · entry 8 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,400 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. F2 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan and vested at 33.33% per year, beginning on the date listed. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $42.30 | $0.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · derivative · entry 7 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 7,500 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 and vested at 33.33% per year, beginning on the date listed. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 6,000 | $0.00 Strike: $43.04 | $0.00 |
DisclosureSEC source: 0001209191-21-031140 · 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 · 6,000 shares Expires 2024-06-30 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 and vested at 33.33% per year, beginning on the date listed. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 24,167 | $70.24 | $1,697,490.08 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,841 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 |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 4,267 | $42.91 | $183,096.97 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,008 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 6,400 | $47.76 | $305,664.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,741 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 7,500 | $42.30 | $317,250.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,341 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2021 Filed May 10, 2021 15:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 6,000 | $43.04 | $258,240.00 |
DisclosureSEC source: 0001209191-21-031140 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,841 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 |
| March 25, 2021 Filed Mar 29, 2021 13:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 435 | $66.03 | $28,723.05 |
DisclosureSEC source: 0001209191-21-023390 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,324 Underlying: Common Shares · 435 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (2) 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 · derivative.underlying_shares: 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, 2020. 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, 2020. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 3,334 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · derivative · entry 8 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 Underlying: Common Shares · 3,334 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. 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 will vest annually on 06/27/2021 and 06/27/2022. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 8,500 | $0.00 Strike: $30.92 | $0.00 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · derivative · entry 7 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 8,500 shares Expires 2025-06-26 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 06/26/2017 and 6/26/2018. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 6,000 | $0.00 Strike: $31.71 | $0.00 |
DisclosureSEC source: 0001209191-20-057839 · 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 · 6,000 shares Expires 2023-06-28 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. 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 06/29/2014 and 06/29/2015. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 11,089 | $52.49 | $582,061.61 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,841 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 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon Shares | 17,834 | $52.48 | $935,928.32 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,930 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 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 3,334 | $38.91 | $129,725.94 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,764 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 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 8,500 | $30.92 | $262,820.00 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,430 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 10, 2020 Filed Nov 12, 2020 14:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 6,000 | $31.71 | $190,260.00 |
DisclosureSEC source: 0001209191-20-057839 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,930 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 01, 2020 Filed Jul 2, 2020 18:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 446 | $36.00 | $16,056.00 |
DisclosureSEC source: 0001209191-20-040088 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,930 F2 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:16 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040088 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,376 F1 · shares: A long-term performance share award was granted on June 29, 2017 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, 2020. On June 24, 2020, 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, 2020. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:36 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,046 | $37.08 | $112,945.68 |
DisclosureSEC source: 0001209191-20-039513 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,426 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 |
| June 25, 2020 Filed Jun 30, 2020 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock optoin (right to acquire) · Derivative | 13,800 | $0.00 Strike: $36.93 | $0.00 |
DisclosureSEC source: 0001209191-20-039277 · doc4.xml · derivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 Underlying: Common Shares · 13,800 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 | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039277 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,472 F3 · 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 | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039277 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,472 F2 · 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 24, 2020 Filed Jun 30, 2020 00:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Disposition to issuerCommon shares | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039277 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,872 F1 · shares: This disposition of common shares by the reporting person to the Issuer reflects the automatic forfeiture of 25,000 performance-based restricted common shares on June 24, 2020 in accordance with the terms of the related award agreement Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 14:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom stock acquired under deferred compensation plan · Derivative | 1,190 | $25.57 | $30,428.30 |
DisclosureSEC source: 0001209191-20-021653 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,735 Underlying: common shares · 1,190 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track 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 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 shares 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 represents additional unfunded theoretical common shares (i.e., phantom stock) credited to participant's account pursuant to the dividend reinvestment feature of the Worthington Industries, Inc.'s Deferred Compensation Plans. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 710 | $40.29 | $28,605.90 |
DisclosureSEC source: 0001209191-19-040913 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,872 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040913 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,582 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 18:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon shares | 3,748 | $40.29 | $151,006.92 |
DisclosureSEC source: 0001209191-19-040913 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,069 F1 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 10,000 | $0.00 Strike: $38.91 | $0.00 |
DisclosureSEC source: 0001209191-19-039420 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Shares · 10,000 shares Expires 2029-06-27 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 will vest. Additional portions of 33.33% of the option vest annually on 6/27/2021 and 6/27/2022. The last day to exercise out of this option grant is 6/27/2029. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 15:15 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 8,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039420 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,817 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 |
| March 29, 2019 Filed Apr 1, 2019 19:29 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom stock acquired under deferred compensation plan · Derivative | 714 | $37.32 | $26,646.48 |
DisclosureSEC source: 0001209191-19-021946 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,337 Underlying: common shares · 714 shares Expires not disclosed F1 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F2 · derivative.exercise_date: Prior to 10-1-14 The account balance related to the theoretical common share investment option could be immediately transferred to other investment options under the terms of the deferred compensation 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 shares 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 represents additional unfunded theoretical common shares (i.e., phantom stock) credited to participant's account pursuant to the dividend reinvestment feature of the Worthington Industries, Inc.'s Deferred Compensation Plans. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 19:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052545 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,317 F3 · 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 fifth anniversary (i.e. 9/26/2023). Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 19:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052545 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,317 F2 · 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 (i.e. 9/26/2021). Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 19:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052545 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,317 F1 · 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 the 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. September 26, 2023) and (ii) the reporting person has continuously remained an employee of Worthington Industries, Inc. or one of its subsidiaries through the fifth anniversary of the grant date of the award (i.e. September 26, 2023). Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 74 | $42.85 | $3,170.90 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 6 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,317 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,391 F1 · shares: A long-term performance share award was granted on June 1, 2015 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended July 2, 2018. On June 26, 2018, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three year period ended May 31, 2018. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 292 | $42.85 | $12,512.20 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,235 F2 · shares: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,527 F1 · shares: A long-term performance share award was granted on June 1, 2015 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended July 2, 2018. On June 26, 2018, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three year period ended May 31, 2018. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 804 | $42.85 | $34,451.40 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,904 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.