Form 4 for WOR WORTHINGTON ENTERPRISES, INC.
Accepted 2026-07-08 14:00:26 ET · period of report 2026-07-07 · accession 0001193125-26-298374 · 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 | 2026-07-08 14:00 | 2026-07-07 | WOR | CHAN KEVIN J | Ctrl | A - Grant | $0.00 | +362 | 7,198 | +5% | $0 |
| D | 2026-07-08 14:00 | 2026-07-07 | WOR | CHAN KEVIN J | Ctrl | F - Tax | $53.09 | -162 | 7,036 | -2% | -$8,601 |
| D | 2026-07-08 14:00 | 2026-07-07 | WOR | CHAN KEVIN J | Ctrl | A - Grant | $53.09 | +45.93 | 306.65 | +18% | +$2,438 |
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 | 2026-07-07 | A | A | 362 | $0.00 | 7,198 | D | — | — | (F1) A long-term performance share award was granted on June 30, 2023 pursuant to the Worthington Industries, Inc. Amended and Restated 1997 Long-Term Incentive Plan. Common Shares were to be earned based on the level of achievement of specified performance objectives over the three-year period ended May 31, 2026. On June 22, 2026, the Compensation Committee of the Company's Board of Directors met and approved the payout of the reported common shares based on the performance of the Company for the three-year period ended May 31, 2026. |
| 2 | Common | Common Shares | 2026-07-07 | F | D | 162 | $53.09 | 7,036 | D | — | — | (F2) Represents shares withheld upon the vesting of restricted stock in order to satisfy the reporting person's tax withholding obligation upon such vesting. |
| 3 | Derivative | Phantom Stock Acquired Under the Deferred Compensation Plan | 2026-07-07 | A | A | 45.93 | $53.09 | 306.65 | D | — · — to — | 45.93 Common Shares | (F4) 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. (F5) 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. (F5) 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. (F6) 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 on June 29, 2026. |