Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Worthington Steel, Inc.WS · Entity 4616 | General Counsel | 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 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 | 24,654 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 5,485 · Balance 24,654 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 20:28 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420481 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,654 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 |
| June 26, 2026 Filed Jun 30, 2026 20:04 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 4,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-290465 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,169 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 |
| June 27, 2025 Filed Jun 30, 2025 20:23 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091610 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,279 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 |
| September 27, 2024 Filed Oct 1, 2024 20:19 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 1,970 | $0.00 Strike: $33.09 | $0.00 |
DisclosureSEC source: 0000950170-24-110828 · ownership.xml · derivative · entry 2 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Shares · 1,970 shares Expires 2034-09-27 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 9/27/2026 and 9/27/2027. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 20:19 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 2,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110828 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,589 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 (9/27/2027). Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 20:17 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantNon-qualified stock option (right to buy) · Derivative | 1,900 | $0.00 Strike: $33.32 | $0.00 |
DisclosureSEC source: 0000950170-24-080486 · ownership.xml · derivative · entry 2 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 Underlying: Common Shares · 1,900 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 20:17 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080486 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,239 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 |
| March 22, 2024 Filed Mar 26, 2024 21:33 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036613 · ownership.xml · nonDerivative · entry 1 Heuer Joseph · CIK 0002013290 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,939 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 (3/22/2027). 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.