Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUNTINGTON BANCSHARES INC /MD/HBAN · Entity 3125 | Sr. EVP & Chief Technology Off | August 09, 2023 | August 11, 2023 |
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Director | September 24, 2026 | September 25, 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.
HUNTINGTON BANCSHARES INC /MD/
Report date August 09, 2023 · Filed August 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 529,726.972 |
Reported balance
After 2023-08-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-09 · Exercise / conversion · Acquired 63,344 · Balance 529,726.972 F1: Total includes accrued dividend equivalents reflecting exempt automatic reinvestment of dividends on awards of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 505,910.403 |
Reported balance
After 2023-08-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-08-09 · Sale · Disposed 23,816.569 · Balance 505,910.403 F2: This transaction was executed in multiple trades ranging from $11.89 to $11.895. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | Direct | 452,242.403 |
Reported balance
After 2023-08-09 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-08-09 · Tax withholding · Disposed 53,668 · Balance 452,242.403 F3: This transaction was executed in multiple trades ranging from $11.89 to $11.90. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. |
| Employee/Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.57 · Expires 2030-05-01 | Direct | 63,345 |
Reported balance
After 2023-08-09 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-08-09 · Exercise / conversion · Disposed 63,344 · Balance 63,345 |
| Employee/Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.09 · Expires 2027-05-01 | Direct | 74,733 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 74,733 |
| Employee/Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.77 · Expires 2029-05-01 | Direct | 176,701 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 176,701 |
| Employee/Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.81 · Expires 2028-05-01 | Direct | 135,658 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 135,658 |
| Employee/Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.08 · Expires 2031-03-26 | Direct | 126,262 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 126,262 |
| Common StockSEC Table I · non-derivative | IndirectBy Issuer's Supplemental Stock Purchase and Tax Savings Plan | 7,227.639 |
Reported balance
Holding disclosure · report date 2023-08-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,227.639 F4: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends. Amount corrected due to decimal rounding error. F5: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes accrued dividend equivalents reflecting exempt automatic reinvestment of dividends on awards of restricted stock units.
F2: This transaction was executed in multiple trades ranging from $11.89 to $11.895. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades ranging from $11.89 to $11.90. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F4: Total includes the exempt acquisition of shares via the automatic reinvestment of dividends. Amount corrected due to decimal rounding error.
F5: The filing of this statement shall not be construed as an admission that the undersigned is, for the purpose of Section 16 of the Securities and Exchange Act of 1934 or otherwise, the beneficial owner of the securities.
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 | 11,625 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 2,510 · Balance 11,625 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. |
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.
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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 15:17 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Exercise / conversionCommon Stock | 15,797 | $6.33 | $99,995.01 |
DisclosureSEC source: 0001225208-17-016875 · doc4.xml · nonDerivative · entry 2 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,808 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 15:17 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Exercise / conversionCommon Stock | 132,048 | $7.06 | $932,258.88 |
DisclosureSEC source: 0001225208-17-016875 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2017 Filed May 10, 2017 14:14 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | SaleCommon Stock | 29,520 | $12.93 | $381,723.12 |
DisclosureSEC source: 0001225208-17-009446 · doc4.xml · nonDerivative · entry 3 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,963 Read SEC document |
| May 09, 2017 Filed May 10, 2017 14:14 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | SaleCommon Stock | 3,400 | $12.94 | $43,979.00 |
DisclosureSEC source: 0001225208-17-009446 · doc4.xml · nonDerivative · entry 2 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,483 Read SEC document |
| May 09, 2017 Filed May 10, 2017 14:14 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | SaleCommon Stock | 2,800 | $12.93 | $36,209.60 |
DisclosureSEC source: 0001225208-17-009446 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,883 Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:06 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantEmployee/Director Stock Option (Right to Buy) · Derivative | 74,733 | $0.00 Strike: $13.09 | $0.00 |
DisclosureSEC source: 0001225208-17-009019 · doc4.xml · derivative · entry 4 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,733 Underlying: Common Stock · 74,733 shares Expires 2027-05-01 F3 · derivative.exercise_date: The options become exercisable in 4 equal annual increments beginning on the first anniversary of the date of grant. The date reported is the first anniversary when a portion of the options first become exercisable. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:06 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 10,166 | $13.09 | $133,072.94 |
DisclosureSEC source: 0001225208-17-009019 · doc4.xml · nonDerivative · entry 3 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,683 F2 · shares: Shares were withheld to cover the associated tax liability upon the vesting of a previously granted award of RSUs. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:06 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 7,641 | $13.09 | $100,020.69 |
DisclosureSEC source: 0001225208-17-009019 · doc4.xml · nonDerivative · entry 2 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,849 F2 · shares: Shares were withheld to cover the associated tax liability upon the vesting of a previously granted award of RSUs. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:06 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 37,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009019 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,490 F1 · shares: An award of restricted stock units, to be released in shares of common stock, that vests in two equal installments: 50% on the third anniversary of the date of grant and 50% on the fourth anniversary of the date of grant. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:21 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 32,063 | $12.59 | $403,673.17 |
DisclosureSEC source: 0001225208-17-008249 · doc4.xml · nonDerivative · entry 2 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,057 Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 20:21 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 74,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008249 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,120 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 11:01 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 1,559 | $14.13 | $22,028.67 |
DisclosureSEC source: 0001225208-17-003802 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,617 F1 · shares: Shares were withheld to cover the associated tax liability upon the vesting of a previously granted award of RSUs. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:11 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 2,283 | $14.17 | $32,350.11 |
DisclosureSEC source: 0001225208-17-003753 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,176 F1 · shares: Shares were withheld to cover the associated tax liability upon the vesting of a previously granted award of RSUs . Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:52 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 28,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003602 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,459 F1 · shares: This is an award of restricted stock units. The award will vest in shares of common stock over 3 years - one-third upon February 28 of each of the 3 years following the date of grant. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 20:41 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | Tax withholdingCommon Stock | 1,180 | $13.62 | $16,071.60 |
DisclosureSEC source: 0001225208-17-003192 · doc4.xml · nonDerivative · entry 1 Heller Paul G · CIK 0001561163 · Sr. EVP & Chief Technology Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,940 F1 · shares: Shares were withheld to cover the associated tax liability upon the vesting of a previously granted award of RSUs . 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.