Form 4 for WS Worthington Steel, Inc.
Accepted 2025-01-06 00:00:00 ET · period of report 2025-01-02 · accession 0000950170-25-002395 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-01-06 | 2025-01-02 | WS | SCHIAVO MARY FACKLER | Dir | D - Sale to Iss | $31.40 | -0.10 | 90.7K | -0.0% | -$3.14 |
| D | 2025-01-06 | 2025-01-02 | WS | SCHIAVO MARY FACKLER | Dir | M - OptEx | — | +289.10 | 90.7K | +0.3% | — |
| D | 2025-01-06 | 2025-01-02 | WS | SCHIAVO MARY FACKLER | Dir | M - OptEx | — | -289.10 | 18.5K | -2% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Shares | 2025-01-02 | D | D | 0.10 | $31.40 | 90,652 | D | — | — | |
| 2 | Common | Common Shares | 2025-01-02 | M | A | 289.10 | — | 90,652.10 | D | — | — | (F1) Each share of WS Phantom Stock was the economic equivalent of one common share of Worthington Steel, Inc. Pursuant to an election made in 2013, the reporting person elected to receive 1/10th of amounts she deferred in 2014 in 2025. The reporting person elected to receive her WS Phantom Stock in common shares of Worthington Steel, Inc. Per the terms of the NQ Plan, all fractional shares are paid in cash. |
| 3 | Derivative | Phantom Stock Acquired Under Deferred Compenation Plan | 2025-01-02 | M | D | 289.10 | — | 18,464.43 | D | — · 2025-01-02 to 2025-01-02 | 289.10 Common Shares | (F1) Each share of WS Phantom Stock was the economic equivalent of one common share of Worthington Steel, Inc. Pursuant to an election made in 2013, the reporting person elected to receive 1/10th of amounts she deferred in 2014 in 2025. The reporting person elected to receive her WS Phantom Stock in common shares of Worthington Steel, Inc. Per the terms of the NQ Plan, all fractional shares are paid in cash. (F2) 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. Non-Qualified Deferred Compensation Plan for Directors ("NQ Plan"). The WS Phantom Shares credited to the Reporting Person's account track common shares of the Issuer on a one-year basis. Distributions are made only in common shares of the Issuer and generally commence upon leaving the Issuer and its subsidiaries. |