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 02, 2018 Filed Jul 5, 2018 18:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041477 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,708 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 |
| June 28, 2018 Filed Jul 2, 2018 20:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to acquire) · Derivative | 6,400 | $0.00 Strike: $42.91 | $0.00 |
DisclosureSEC source: 0001209191-18-040371 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 Underlying: Common shares · 6,400 shares Expires 2028-06-28 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 6/28/2020 and 6/28/2021. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040371 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,994 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, i.e. 6/28/2021. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 14:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon shares | 3,983 | $47.31 | $188,435.73 |
DisclosureSEC source: 0001209191-18-039780 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,494 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 29, 2018 Filed Apr 2, 2018 19:52 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Grantphantom stock acquired under deferred compensation plan · Derivative | 571 | $42.92 | $24,507.32 |
DisclosureSEC source: 0001209191-18-022345 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,472 Underlying: common shares · 571 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 Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment includes a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company 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 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 20,000 | $0.00 Strike: $20.47 | $0.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · derivative · entry 9 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 20,000 shares Expires 2022-06-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option vested. Additional portions of 33.33% of the option vested annually on 06/29/2014 and 06/29/2015. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 7,500 | $0.00 Strike: $14.84 | $0.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · derivative · entry 8 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 7,500 shares Expires 2021-09-02 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 will vest. Additional portions of 33.33% of the option vest annually on 9/02/2013 and 9/02/2014. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 5,000 | $0.00 Strike: $12.05 | $0.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · derivative · entry 7 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 5,000 shares Expires 2020-07-02 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. F1 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 1997 Long-Term Investment Plan. Date listed is the first day any portion of the option will vest. Additional portions of 20% of the option vested annually on 07/02/2012, 07/02/2013, 07/02/2014 and 07/02/2015. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon shares | 20,000 | $50.74 | $1,014,800.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 6 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,477 Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon shares | 20,000 | $20.47 | $409,400.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,477 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 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon shares | 7,500 | $51.03 | $382,725.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,477 Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon shares | 7,500 | $14.84 | $111,300.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,977 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 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | SaleCommon shares | 5,000 | $51.05 | $255,250.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,477 Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon shares | 5,000 | $12.05 | $60,250.00 |
DisclosureSEC source: 0001209191-17-046643 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,477 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon shares | 3,214 | $50.22 | $161,407.08 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 7 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,477 F5 · 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 30, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon shares | 457 | $50.22 | $22,950.54 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 6 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,691 F5 · 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 30, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 5 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,148 F3 · shares: A long-term performance share award was granted on June 1, 2014 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, 2017. On June 28, 2017, 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, 2017. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon shares | 252 | $50.22 | $12,655.44 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 4 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,225 F4 · shares: Represents shares withheld in order to satisfy the reporting person's tax withholding obligation. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 3 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,477 F3 · shares: A long-term performance share award was granted on June 1, 2014 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, 2017. On June 28, 2017, 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, 2017. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 6,400 | $0.00 Strike: $47.76 | $0.00 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · derivative · entry 8 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 Underlying: common shares · 6,400 shares Expires 2027-06-29 F6 · derivative.exercise_price: The accounts track common shares on a one-for-one basis F7 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option vest annually on 06/26/2019 and 06/26/2020. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,969 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 fourth anniversary i.e. 6/29/2021. Read SEC document |
| June 29, 2017 Filed Jul 3, 2017 17:46 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon shares | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042747 · doc4.xml · nonDerivative · entry 1 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,969 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 i.e. 6/29/2020. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:33 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Grantphantom stock acquired under deferred compensation plan · Derivative | 508 | $45.09 | $22,905.72 |
DisclosureSEC source: 0001209191-17-024093 · doc4.xml · derivative · entry 2 GILMORE GEOFFREY G · CIK 0001554715 · President-Worthington Cylinder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,793 Underlying: common shares · 508 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 Company amended its Amended and Restated 2005 Deferred Compensation Plan (the "Plan") effective October 1, 2014. The amendment includes a provision that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. theoretical Company common shares deemed investment option) may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in common shares of the Company and generally commence upon leaving the Company 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.