Form 4 for WOR WORTHINGTON ENTERPRISES, INC.
Accepted 2025-06-30 00:00:00 ET · period of report 2025-06-26 · accession 0000950170-25-091226 · 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 | 2025-06-30 | 2025-06-26 | WOR | CHAN KEVIN J | Ctrl | A - Grant | $0.00 | +960 | 6,549 | +17% | $0 |
| D | 2025-06-30 | 2025-06-27 | WOR | CHAN KEVIN J | Ctrl | A - Grant | $63.81 | +3.69 | 125.63 | +3% | +$235.46 |
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 | 2025-06-26 | A | A | 960 | $0.00 | 6,549 | D | — | — | (F1) An award of restricted stock was granted pursuant to the Worthington Enterprises, Inc. 2024 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date. |
| 2 | Derivative | Phantom Stock | 2025-06-27 | A | A | 3.69 | $63.81 | 125.63 | D | — · — to — | 3.69 Common Shares | (F5) The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common shares deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on June 27, 2025. (F3) The theoretical WOR common shares ("phantom stock") credited to the reporting person's account in the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, as amended (the "Plan") track WOR common shares on a one-for-one basis. (F4) Prior to October 1, 2014, the account balances related to the phantom stock investment option could be immediately transferred to other deemed investment options under the terms of the Plan. The Plan provides that, effective October 1, 2014 and thereafter, any amount credited in a participant's account to the phantom stock fund may not be transferred to an alternative deemed investment option under the Plan until distribution from the Plan. Distributions are made only in WOR common shares and generally commence upon leaving Worthington Enterprises, Inc. and its subsidiaries. |