Worthington SEC Filings

Worthington Enterprises, Inc. (WOR) officer and Controller Kevin J. Chan reported updated holdings of company equity as of a transaction dated 11/14/2025. Following the reported activity, he holds 6,310 common shares directly and 2,960.7 common shares indirectly through a 401(k) Plan, based on a plan statement dated as of November 6, 2025.

In addition, Chan acquired 4.5 units of phantom stock under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan at a reference price of $54.52 per common share equivalent, bringing his total phantom stock position to 166.3 theoretical common shares. These phantom stock units track WOR common shares on a one-for-one basis and are generally distributable only in WOR common shares upon leaving Worthington Enterprises, Inc. and its subsidiaries.

Worthington Enterprises (WOR) President & CEO Joseph B. Hayek, who also serves as a director, reported updated holdings of company equity. Following the most recent activity, he beneficially owns 210,814 common shares directly, plus 2,000 common shares held indirectly through an IRA at Merrill Lynch and 1,665 common shares held indirectly through an IRA at Vanguard. In the company’s deferred compensation plan, he also acquired 5.08 units of phantom stock tied one-for-one to WOR common shares at a reference price of $54.52, bringing his phantom stock balance to 4,996.23 units. Some of these amounts include additional shares and phantom stock credited through dividend reinvestment features of the respective plans.

Worthington Enterprises (WOR) announced that President & CEO Joseph B. Hayek and Vice President & CFO Colin J. Souza will present at the Baird 2025 Global Industrial Conference in Chicago on November 13, 2025, at 10:40 a.m. ET.

The presentation will be available via live webcast and replay through the Events & Presentations section of the company’s investor website, with presentation materials posted there on November 13 prior to the webcast. The information is furnished under Item 7.01 and is not deemed filed under the Exchange Act.

Worthington Enterprises (WOR) President & CEO and Director Joseph B. Hayek reported acquiring 4.94 units of theoretical WOR common shares (phantom stock) on 10/31/2025 under the company’s Deferred Compensation Plan at a derivative price of $56.09. Following this transaction, he beneficially owned 4,991.16 phantom stock units directly.

His non-derivative holdings following the reported transactions were 210,814 WOR common shares held directly, plus 2,000 shares indirectly via an IRA (Merrill-Lynch) and 1,665 shares indirectly via an IRA (Vanguard). The filing notes additional common shares acquired through the dividend reinvestment feature of the IRA as of September 30, 2025, and additional phantom stock units credited through dividend reinvestment on September 29, 2025.

The phantom stock tracks WOR common shares on a one-for-one basis. Under plan provisions effective October 1, 2014, amounts in the phantom stock fund may not be transferred to other deemed options until distribution, which is made in WOR common shares and generally commences upon leaving the company and its subsidiaries.

Worthington Enterprises (WOR): Form 4 insider update. Officer Kevin J. Chan (Controller) reported activity dated 10/31/2025. He acquired 4.37 units of phantom stock at $56.09 and now holds 161.8 phantom stock units. His non-derivative holdings include 6,310 common shares held directly and 2,960.7 common shares held indirectly via a 401(k) Plan as of October 31, 2025.

The phantom stock in the Worthington deferred compensation plan tracks WOR common shares on a one-for-one basis. Under plan terms effective October 1, 2014, amounts credited to the phantom stock fund are not transferable to other investment options until distribution, which is made in WOR common shares and generally begins upon leaving the company. A dividend reinvestment on September 29, 2025 added theoretical WOR common shares to the account.

Worthington Enterprises, Inc. reported mixed operating results for the quarter ending August 31, 2025. Consolidated net sales were driven by a strong Building Products quarter of $184.8M, up 32.2% ($45.1M) year-over-year, while Consumer Products net sales were $118.9M, up 1.1 ($1.3M) mainly from product mix despite lower volumes. Building Products delivered an Adjusted EBITDA of $57.8M, a 45.6% rise, though results were reduced by $2.2M of nonrecurring Elgen acquisition items related to inventory step-up. Consumer Products' Adjusted EBITDA fell by $1.7M, pressured by lower volumes and higher SG&A. Corporate expense was down 8.9 due to lower profit-sharing and higher cost recovery under a Transition Services Agreement. The company also notes available share repurchase capacity of 5,265,000 shares under its authorization.

Kevin J. Chan, identified as an officer and controller of Worthington Enterprises, Inc. (WOR), reported changes in his beneficial ownership dated 10/03/2025. He disposed of 6,310 common shares and, following that transaction, beneficially owns 2,960.7 common shares indirectly through a 401(k) plan statement dated 10/03/2025. The filing also shows an acquisition of 4.41 theoretical "phantom" WOR common shares credited to his account under the company’s deferred compensation plan, bringing the reported phantom stock balance to 153.09 shares. The phantom shares track WOR common shares one-for-one and are payable only in actual WOR common shares on distribution; the filing notes a dividend reinvestment credit applied on 09/29/2025.

Worthington Enterprises, Inc. (WOR) insider Joseph B. Hayek reported several transactions dated 10/03/2025. The filing shows a disposition of 210,814 common shares and retained indirect holdings of 2,000 and 1,665 common shares held in IRAs. Hayek also acquired 4.98 theoretical common shares under the deferred compensation plan on 10/03/2025 at a reported per-share equivalent of $55.63, bringing his total phantom-stock balance to 4,981.32 deemed shares. Explanations note dividend reinvestment increased the IRA and phantom balances and that phantom shares are paid in WOR common shares upon distribution.