Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCED DRAINAGE SYSTEMS, INC.WMS · Entity 2328 | Director | July 20, 2023 | July 24, 2023 |
| WORTHINGTON ENTERPRISES, INC.WOR · Entity 4282 | Director | September 29, 2023 | October 02, 2023 |
| Worthington Steel, Inc.WS · Entity 4616 | Director | September 27, 2024 | October 01, 2024 |
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.
ADVANCED DRAINAGE SYSTEMS, INC.
Report date July 20, 2023 · Filed July 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,531 |
Reported balance
After 2023-07-20 transaction · row 1
1 source rowRow 1 · 2023-07-20 · Grant · Acquired 1,986 · Balance 30,531 |
WORTHINGTON ENTERPRISES, INC.
Report date September 29, 2023 · Filed October 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 92,455 |
Reported balance
After 2023-09-29 transaction · row 1
1 source rowRow 1 · 2023-09-29 · Grant · Acquired 2,300 · Balance 92,455 F1: 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 (September 29, 2024); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 (September 29, 2024); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held.
Worthington Steel, Inc.
Report date September 27, 2024 · Filed October 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 89,957 |
Reported balance
After 2024-09-27 transaction · row 1
1 source rowRow 1 · 2024-09-27 · Grant · Acquired 4,374 · Balance 89,957 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. |
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 |
|---|---|---|---|---|---|---|
| September 27, 2024 Filed Oct 1, 2024 16:23 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 4,374 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-110837 · ownership.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,957 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 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 |
| April 26, 2024 Filed Apr 30, 2024 16:18 UTC | Worthington Steel, Inc. WS · Entity 4616 | SaleCommon Shares | 12,000 | $30.89 | $370,620.00 |
DisclosureSEC source: 0000950170-24-050539 · ownership.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,583 F1 · price: The price reported is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $30.5687 to $31.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the ranges set forth. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 18:50 UTC | Worthington Steel, Inc. WS · Entity 4616 | GrantCommon Shares | 7,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-068362 · ownership.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,583 F1 · date: 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"). 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. F2 · shares: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024. F2 · price: Represents the grant of restricted stock of WS ("WS Restricted Shares") upon the conversion of restricted stock of WOR held by the Reporting Person as of December 1, 2023 in connection with the Distribution, in accordance with the terms of the EMA. The WS Restricted Shares were granted pursuant to the Worthington Steel, Inc. 2023 Equity Incentive Plan for Non-Employee Directors in a manner intended to preserve the aggregate intrinsic value of the awards, on generally the same terms and conditions (including vesting and payment schedules) as applicable to the corresponding restricted stock of WOR. The WS Restricted Shares vest on the Issuer's annual meeting of shareholders in 2024. F3 · balance_after: Includes 90,155 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 |
| September 29, 2023 Filed Oct 2, 2023 18:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050985 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,455 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 (September 29, 2024); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 16:30 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-017495 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,531 Read SEC document |
| September 28, 2022 Filed Sep 30, 2022 16:57 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051597 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,155 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 (September 28, 2023); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 17:44 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 2,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-026663 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,545 Read SEC document |
| September 29, 2021 Filed Sep 30, 2021 20:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058190 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,455 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 (September 29, 2022); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 18:17 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029949 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,092 Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 8,000 | $0.00 Strike: $22.06 | $0.00 |
DisclosureSEC source: 0001209191-21-012616 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 8,000 shares Expires 2022-09-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and became vested and fully exercisable on the date of the Company's next Annual Meeting of Shareholders following the Grant Date. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,796 | $63.11 | $176,455.56 |
DisclosureSEC source: 0001209191-21-012616 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,055 Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 17:03 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 8,000 | $22.06 | $176,480.00 |
DisclosureSEC source: 0001209191-21-012616 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,851 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 |
| October 29, 2020 Filed Oct 30, 2020 14:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 8,000 | $0.00 Strike: $14.43 | $0.00 |
DisclosureSEC source: 0001209191-20-056282 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 8,000 shares Expires 2021-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and became vested and fully exercisable on the first anniversary of the grant date. Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 14:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,334 | $49.44 | $115,392.96 |
DisclosureSEC source: 0001209191-20-056282 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,851 Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 14:43 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 8,000 | $14.43 | $115,440.00 |
DisclosureSEC source: 0001209191-20-056282 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,185 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 |
| September 23, 2020 Filed Sep 24, 2020 20:19 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051889 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,185 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 (September 23, 2021); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualfied Stock Option (right to acquire) · Derivative | 9,750 | $0.00 Strike: $15.03 | $0.00 |
DisclosureSEC source: 0001209191-20-046052 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common shares · 9,750 shares Expires 2020-09-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and became vested and fully exercisable on the first anniversary of the grant date. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,388 | $43.24 | $146,497.12 |
DisclosureSEC source: 0001209191-20-046052 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,685 Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 13:56 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 9,750 | $15.03 | $146,542.50 |
DisclosureSEC source: 0001209191-20-046052 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,073 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 23, 2020 Filed Jul 27, 2020 18:00 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 3,551 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-020488 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,285 Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 18:18 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050960 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,323 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 (September 25, 2020); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 16:30 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-020402 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,734 Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 20:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 9,750 | $0.00 Strike: $13.80 | $0.00 |
DisclosureSEC source: 0001209191-19-023651 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 9,750 shares Expires 2019-09-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and became vested and fully exercisable on the first anniversary of the grant date (September 30, 2010). Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 20:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,491 | $38.81 | $135,485.71 |
DisclosureSEC source: 0001209191-19-023651 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,723 Read SEC document |
| April 03, 2019 Filed Apr 4, 2019 20:28 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 9,750 | $13.90 | $135,525.00 |
DisclosureSEC source: 0001209191-19-023651 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,214 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 · shares: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and became vested and fully exercisable on the first anniversary of the grant date (September 30, 2010). Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 14:22 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-052521 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,464 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 (September 26, 2019); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 18:00 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 5,264 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-020687 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,052 Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 13:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionNon-qualified Stock Option (right to buy) · Derivative | 8,200 | $0.00 Strike: $17.11 | $0.00 |
DisclosureSEC source: 0001209191-18-024704 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 8,200 shares Expires 2018-09-24 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 · derivative.exercise_date: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and will become vested and fully exercisable on the first to occur: (i) the first anniversary of the grant date (September 24, 2008) or (ii) the date of the next Annual Meeting of Shareholders of Worthington Industries, Inc. following the grant date. Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 13:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 3,270 | $42.89 | $140,250.30 |
DisclosureSEC source: 0001209191-18-024704 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,764 Read SEC document |
| April 10, 2018 Filed Apr 12, 2018 13:25 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 8,200 | $17.11 | $140,302.00 |
DisclosureSEC source: 0001209191-18-024704 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,034 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 · shares: This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2006 Equity Incentive Plan for Non-Employee Directors and will become vested and fully exercisable on the first to occur: (i) the first anniversary of the grant date (September 24, 2008) or (ii) the date of the next Annual Meeting of Shareholders of Worthington Industries, Inc. following the grant date. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 12:32 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-054352 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,834 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 (September 27, 2018); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 18:45 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 7,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-022244 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,788 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionnon-qualified stock option (right to buy) · Derivative | 5,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-17-024092 · doc4.xml · derivative · entry 3 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common shares · 5,000 shares Expires 2017-09-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: 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 (September 29, 2017); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held, unless a previous deferral election has been made. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Tax withholdingCommon Shares | 2,544 | $45.09 | $114,708.96 |
DisclosureSEC source: 0001209191-17-024092 · doc4.xml · nonDerivative · entry 2 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,434 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:20 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | Exercise / conversionCommon Shares | 5,000 | $22.95 | $114,750.00 |
DisclosureSEC source: 0001209191-17-024092 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,978 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 |
| February 08, 2017 Filed Feb 10, 2017 17:44 UTC | ADVANCED DRAINAGE SYSTEMS, INC. WMS · Entity 2328 | GrantCommon Stock | 2,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-003560 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,325 Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 15:35 UTC | WORTHINGTON ENTERPRISES, INC. WOR · Entity 4282 | GrantCommon Shares | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143241 · doc4.xml · nonDerivative · entry 1 NELSON CARL A JR · CIK 0001229316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,978 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 (September 29, 2017); or (2) the date on which the next Annual Meeting of Shareholders of Worthington Industries, Inc. is held, unless a previous deferral election has been made. 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.