Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Director | September 24, 2026 | September 25, 2026 |
| Worthington Steel, Inc.WS · Entity 4616 | Director | 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 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 40,535.9 |
Reported balance
After 2026-09-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 2,510 · Balance 40,535.9 F1: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date; or (2) the date on which the next Annual Meeting of Shareholders of Worthington Enterprises, Inc. is held. F2: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 259.09 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 259.09 F2: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date; or (2) the date on which the next Annual Meeting of Shareholders of Worthington Enterprises, Inc. is held.
F2: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11.
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 | 48,792 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 5,625 · Balance 48,792 F1: An Award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the date on which the next Annual Meeting of Shareholders of Worthington Steel, Inc. is held if the non-employee director remains on the Board. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 245 |
Reported balance
Holding disclosure · report date 2026-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 245 |
Filing footnotes · ownership attribution and instrument terms
F1: An Award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the date on which the next Annual Meeting of Shareholders of Worthington Steel, Inc. is held if the non-employee director remains on the Board.
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 20:31 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-420499 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,792 F1 · kind: An Award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the date on which the next Annual Meeting of Shareholders of Worthington Steel, Inc. is held if the non-employee director remains on the Board. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-401774 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,535.9 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date; or (2) the date on which the next Annual Meeting of Shareholders of Worthington Enterprises, Inc. is held. F2 · balance_after: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| September 26, 2025 Filed Sep 30, 2025 16:09 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-225025 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,167 F1 · kind: An Award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the date on which the next Annual Meeting of Shareholders of Worthington Steel, Inc. is held if the non-employee director remains on the Board. Read SEC document |
| September 25, 2025 Filed Sep 26, 2025 15:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | PurchaseCommon Shares | 45 | $53.31 | $2,398.95 |
DisclosureSEC source: 0001193125-25-219715 · ownership.xml · nonDerivative · entry 2 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,675.38 Read SEC document |
| September 25, 2025 Filed Sep 26, 2025 15:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-219715 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,630.38 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date; or (2) the date on which the next Annual Meeting of Shareholders of Worthington Enterprises, Inc. is held. F2 · balance_after: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 16:35 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 4,374 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110879 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,331 F1 · shares: An Award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the date on which the next Annual Meeting of Shareholders of Worthington Steel, Inc. is held if the non-employee director remains on the Board. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 16:04 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-109810 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,588.94 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Industries, Inc. Amended and Restated 2006 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the earlier to occur of (1) the first anniversary of the grant date; or (2) the date on which the next Annual Meeting of Shareholders of Worthington Enterprises, Inc. is held. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionPhantom Stock · Derivative | 14.3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · derivative · entry 7 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 14.3 shares Expires 2024-07-02 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. F3 · derivative.exercise_price: The Phantom Stock credited to the reporting person under the Plan tracks the issuer's common shares on a one-for-one basis. F1 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Disposition to issuerCommon Shares | 0.3 | $45.18 | $13.55 |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · nonDerivative · entry 4 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,288.94 F1 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 14.3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · nonDerivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,289.24 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 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionPhantom Stock · Derivative | 9.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · derivative · entry 6 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14.3 Underlying: Common Shares · 9.8 shares Expires 2024-07-01 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_price: The Phantom Stock credited to the reporting person under the Plan tracks the issuer's common shares on a one-for-one basis. F1 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Disposition to issuerCommon Shares | 0.8 | $45.27 | $36.22 |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · nonDerivative · entry 2 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,274.94 F1 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 9.8 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-081509 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,275.74 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 · price: Under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan ("Plan"), contributions to participants' bookkeeping accounts may be treated as invested in theoretical common shares of the issuer ("Phantom Stock"), with any portion of an account credited to Phantom Stock to remain credited thereto until distributed in accordance with the terms of the Plan, including following the participant ceasing to be employed by the issuer. In connection with the reporting person ceasing to be employed by the issuer, the Phantom Stock in the reporting person's Plan account became distributable on July 1, 2024. Under the Plan, the Phantom Stock is paid in whole common shares and any fractional common shares are paid in cash. Accordingly, on July 1, 2024, the reporting person received 9 common shares and cash in lieu of 0.8 common shares, and, on July 2, 2024, the reporting person received 14 common shares and cash in lieu of 0.3 common shares. F2 · balance_after: Includes the issuer's common shares acquired since the reporting person's prior Form 4 through a dividend reinvestment program that is exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 18:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 0.56 | $57.33 | $32.10 |
DisclosureSEC source: 0000950170-23-071006 · ownership.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23.91 Underlying: Common Shares · 0.56 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined in the footnote directly below) tracks common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the dividend reinvestment feature of the 2005 NQ Plan. Read SEC document |
| December 08, 2023 Filed Dec 14, 2023 20:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 1,386 | $51.17 | $70,921.62 |
DisclosureSEC source: 0000950170-23-070351 · ownership.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,950 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 06, 2023 Filed Dec 8, 2023 19:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under the Deferred Compensation Plan · Derivative | 0.22 | $51.62 | $11.36 |
DisclosureSEC source: 0000950170-23-068999 · ownership.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23.27 Underlying: Common Shares · 0.22 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (defined in footnote (3) below) tracks common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F1 · balance_after: Holdings that were previously reported on Form 4 have been adjusted in connection with the spin-off of Worthington Steel, Inc. (the "Spin-Off") by the Issuer. F4 · balance_after: The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Industries, Inc. common share deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on December 6, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 18:44 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 48 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-020557 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48 Underlying: Common Shares · 48 shares Expires not disclosed F6 · derivative.exercise_price: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer. F5 · date: In connection with the Distribution, pursuant to the terms of the Employee Matters Agreement, dated as of November 30, 2023, by and between WOR and the Issuer (the "EMA"), all outstanding equity awards with respect to WOR common shares held by the Reporting Person were equitably adjusted and converted into equity awards with respect to the Issuer's common shares, with such equitable adjustments determined based on (i) the closing price of one WOR common share on the close of trading on November 30, 2023 and (ii) the closing price of one Issuer common share on December 1, 2023. F6 · price: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer. F6 · derivative.exercise_date: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer. F6 · derivative.expiration_date: =Represents unfunded theoretical common shares (i.e. phantom stock) of the Issuer ("WS Phantom Shares") credited to a bookkeeping account for the benefit of the Reporting Person under the Worthington Steel, Inc. Deferred Compensation Plan for Directors upon conversion of unfunded theoretical common shares of WOR ("WOR Phantom Shares") previously credited to a bookkeeping account for the benefit of the Reporting Person under a WOR plan in connection with the Distribution, in accordance with the terms of the EMA. The WS Phantom Shares are generally subject to the same terms and conditions as applicable to the corresponding WOR Phantom Shares. The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-for-one basis. Distributions are made only in common shares of the Issuer and generally commence upon the Reporting Person leaving the Board of Directors of the Issuer. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 18:44 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 5,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-020557 · doc4.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,957 F1 · shares: An award of restricted stock was granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors. The restricted stock will vest on the Issuer's annual meeting of shareholders in 2024. F2 · balance_after: On December 1, 2023, Worthington Enterprises, Inc. (f/k/a Worthington Industries, Inc.) ("WOR") completed a pro rata spin-off distribution (the "Distribution") of all of its common shares of the Issuer to the holders of record of WOR common shares as of November 21, 2023 (the "Record Date"). F3 · balance_after: Includes 27,774 of the Issuer's common shares received in connection with the Distribution in respect of WOR common shares held as of the Record Date. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 17:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.17 | $65.82 | $11.19 |
DisclosureSEC source: 0001209191-23-055968 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14.64 Underlying: Common Shares · 0.17 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 September 30, 2023. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 21:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.18 | $63.53 | $11.44 |
DisclosureSEC source: 0001209191-23-054521 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14.47 Underlying: Common Shares · 0.18 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 September 30, 2023. Read SEC document |
| October 20, 2023 Filed Oct 23, 2023 13:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $60.30 | $11.46 |
DisclosureSEC source: 0001209191-23-053290 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14.29 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 September 30, 2023. Read SEC document |
| October 06, 2023 Filed Oct 10, 2023 13:14 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $60.74 | $11.54 |
DisclosureSEC source: 0001209191-23-052410 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14.1 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 September 30, 2023. Read SEC document |
| September 22, 2023 Filed Sep 25, 2023 15:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.17 | $68.66 | $11.67 |
DisclosureSEC source: 0001209191-23-050447 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.84 Underlying: Common Shares · 0.17 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| September 18, 2023 Filed Sep 19, 2023 13:59 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 243 | $69.05 | $16,779.15 |
DisclosureSEC source: 0001209191-23-049860 · doc4.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,670 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 |
| September 08, 2023 Filed Sep 11, 2023 15:11 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.16 | $71.62 | $11.46 |
DisclosureSEC source: 0001209191-23-048882 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.67 Underlying: Common Shares · 0.16 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| August 25, 2023 Filed Aug 28, 2023 22:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.15 | $73.16 | $10.97 |
DisclosureSEC source: 0001209191-23-047540 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.51 Underlying: Common Shares · 0.15 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 14:21 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.16 | $70.34 | $11.25 |
DisclosureSEC source: 0001209191-23-045518 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.36 Underlying: Common Shares · 0.16 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| July 28, 2023 Filed Jul 31, 2023 20:51 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.15 | $74.08 | $11.11 |
DisclosureSEC source: 0001209191-23-043845 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.2 Underlying: Common Shares · 0.15 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| July 14, 2023 Filed Jul 17, 2023 16:23 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.16 | $70.46 | $11.27 |
DisclosureSEC source: 0001209191-23-042361 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.05 Underlying: Common Shares · 0.16 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 13:10 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 1.53 | $67.87 | $103.84 |
DisclosureSEC source: 0001209191-23-041757 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12.89 Underlying: Common Shares · 1.53 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 15:40 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.16 | $69.47 | $11.12 |
DisclosureSEC source: 0001209191-23-040445 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11.37 Underlying: Common Shares · 0.16 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 June 30, 2023. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 19:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040914 · doc4.xml · nonDerivative · entry 1 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,913 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 (June 30, 2026). Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 12:49 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.18 | $60.92 | $10.97 |
DisclosureSEC source: 0001209191-23-038234 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11.16 Underlying: Common Shares · 0.18 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 March 29, 2023. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 13:53 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $59.93 | $11.39 |
DisclosureSEC source: 0001209191-23-034116 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.97 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 March 29, 2023. Read SEC document |
| May 19, 2023 Filed May 22, 2023 14:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $57.65 | $10.95 |
DisclosureSEC source: 0001209191-23-031339 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.79 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 March 29, 2023. Read SEC document |
| May 05, 2023 Filed May 8, 2023 13:29 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $58.24 | $11.07 |
DisclosureSEC source: 0001209191-23-027855 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.6 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 March 29, 2023. Read SEC document |
| April 21, 2023 Filed Apr 24, 2023 13:33 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.18 | $61.25 | $11.03 |
DisclosureSEC source: 0001209191-23-025295 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.4 Underlying: Common Shares · 0.18 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · 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 March 29, 2023. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 19:50 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.18 | $60.90 | $10.96 |
DisclosureSEC source: 0001209191-23-023883 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.22 Underlying: Common Shares · 0.18 shares Expires not disclosed F2 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F3 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F3 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. 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 March 29, 2023. Read SEC document |
| March 24, 2023 Filed Mar 27, 2023 15:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.18 | $62.72 | $11.29 |
DisclosureSEC source: 0001209191-23-021158 · doc4.xml · derivative · entry 4 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 Underlying: Common Shares · 0.18 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 15:26 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.7 | $61.34 | $42.94 |
DisclosureSEC source: 0001209191-23-021158 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9.82 Underlying: Common Shares · 0.7 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 13:47 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.2 | $56.10 | $11.22 |
DisclosureSEC source: 0001209191-23-018071 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9.12 Underlying: Common Shares · 0.2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 15:37 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $59.22 | $11.25 |
DisclosureSEC source: 0001209191-23-013569 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8.92 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 14:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.19 | $58.57 | $11.13 |
DisclosureSEC source: 0001209191-23-008586 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8.73 Underlying: Common Shares · 0.19 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| January 27, 2023 Filed Jan 30, 2023 16:33 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.2 | $55.70 | $11.14 |
DisclosureSEC source: 0001209191-23-005400 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8.54 Underlying: Common Shares · 0.2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 14:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantPhantom Stock Acquired Under Deferred Compensation Plan · Derivative | 0.2 | $54.99 | $11.00 |
DisclosureSEC source: 0001209191-23-003631 · doc4.xml · derivative · entry 3 McConnell John H II · CIK 0001959584 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8 Underlying: Common Shares · 0.2 shares Expires not disclosed F1 · derivative.exercise_price: The account under the 2005 NQ Plan (as defined below) tracks Worthington Industries, Inc. common shares on a one-for-one basis. F2 · derivative.exercise_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. F2 · derivative.expiration_date: Prior to October 1, 2014, the account balances related to the theoretical Worthington Industries, Inc. common share deemed investment option could be immediately transferred to other deemed investment options under the terms of the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "2005 NQ Plan"). The 2005 NQ Plan provides that effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund (i.e. the theoretical Worthington Industries, Inc. common share deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 NQ Plan until distribution from the 2005 NQ Plan. Distributions are made only in common shares of Worthington Industries, Inc. and generally commence upon leaving Worthington Industries, Inc. and its subsidiaries. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.