Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | President - Building Products | July 07, 2026 | July 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WORTHINGTON ENTERPRISES, INC.
Report date July 07, 2026 · Filed July 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 19,946 |
Ending reported balance
After 2026-07-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-07 · Grant · Acquired 1,014 · Balance 20,399 F1: A long-term performance share award was granted on June 30, 2023 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, 2026. On June 22, 2026, 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, 2026. Row 2 · 2026-07-07 · Tax withholding · Disposed 453 · Balance 19,946 F2: 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: A long-term performance share award was granted on June 30, 2023 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, 2026. On June 22, 2026, 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, 2026.
F2: Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting.
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 07, 2026 Filed Jul 8, 2026 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 453 | $53.09 | $24,049.77 |
DisclosureSEC source: 0001193125-26-298359 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,946 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 07, 2026 Filed Jul 8, 2026 17:54 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-298359 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,399 F1 · shares: A long-term performance share award was granted on June 30, 2023 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, 2026. On June 22, 2026, 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, 2026. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 15:34 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 562 | $53.76 | $30,213.12 |
DisclosureSEC source: 0001193125-26-291889 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,385 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 29, 2026 Filed Jun 30, 2026 14:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 517 | $53.77 | $27,799.09 |
DisclosureSEC source: 0001193125-26-289676 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,947 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 26, 2026 Filed Jun 30, 2026 14:45 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 40 | $56.35 | $2,254.00 |
DisclosureSEC source: 0001193125-26-289676 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,464 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, 2026 Filed Jun 26, 2026 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285225 · ownership.xml · nonDerivative · entry 4 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,504 F3 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the first anniversary of the grant date. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285225 · ownership.xml · nonDerivative · entry 3 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,934 F2 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285225 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,784 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 18:55 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-285225 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,784 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 14:02 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 436 | $52.79 | $23,016.44 |
DisclosureSEC source: 0001193125-25-332639 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,164 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 01, 2025 Filed Jul 2, 2025 15:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 321 | $64.48 | $20,698.08 |
DisclosureSEC source: 0000950170-25-092607 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,600 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, 2025 Filed Jul 2, 2025 15:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-092607 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,921 F1 · shares: A long-term performance share award was granted on June 24, 2022 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, 2025. On June 23, 2025, 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, 2025. Read SEC document |
| June 27, 2025 Filed Jun 30, 2025 14:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 264 | $63.81 | $16,845.84 |
DisclosureSEC source: 0000950170-25-091309 · ownership.xml · nonDerivative · entry 4 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,214 F4 · 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 26, 2025 Filed Jun 30, 2025 14:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091309 · ownership.xml · nonDerivative · entry 3 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,478 F3 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the first anniversary of the grant date. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 14:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091309 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,388 F2 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the second anniversary of the grant date. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 14:58 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091309 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,208 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. Read SEC document |
| June 24, 2025 Filed Jun 25, 2025 14:12 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 853 | $60.15 | $51,307.95 |
DisclosureSEC source: 0000950170-25-089766 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,238 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 |
| December 23, 2024 Filed Dec 26, 2024 16:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 146 | $41.04 | $5,991.84 |
DisclosureSEC source: 0000950170-24-140120 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,091 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 02, 2024 Filed Jul 3, 2024 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 285 | $45.18 | $12,876.30 |
DisclosureSEC source: 0000950170-24-081207 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,237 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 02, 2024 Filed Jul 3, 2024 16:01 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-081207 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,522 F1 · shares: A long-term performance share award was granted on June 25, 2021 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, 2024. On June 24, 2024, 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, 2024. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 14:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 2,100 | $0.00 Strike: $47.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078819 · ownership.xml · derivative · entry 4 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,100 Underlying: Common Shares · 2,100 shares Expires 2034-06-27 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 6/27/2026 and 6/27/2027. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 14:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 3 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,894 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 first anniversary of the grant date (6/27/2025). Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 14:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,314 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 second anniversary of the grant date (6/27/2026). Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 14:24 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-078819 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,154 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 (6/27/2027). Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 16:27 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,426 | $50.16 | $121,688.16 |
DisclosureSEC source: 0000950170-24-077731 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,754 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 |
| December 21, 2023 Filed Dec 22, 2023 14:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantNon-qualified stock option (right to buy) · Derivative | 600 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000950170-23-072476 · ownership.xml · derivative · entry 4 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Underlying: Common Shares · 600 shares Expires 2033-12-21 F4 · shares: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option will vest annually on December 21, 2025 and December 21, 2026. Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072476 · ownership.xml · nonDerivative · entry 3 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,180 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 first anniversary of the grant date (December 21, 2024). Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072476 · ownership.xml · nonDerivative · entry 2 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,860 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 second anniversary of the grant date (December 21, 2025). Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 14:17 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072476 · ownership.xml · nonDerivative · entry 1 BOWES JAMES R · CIK 0002002569 · President - Building Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,900 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 (December 21, 2026). 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.