Welcome to our dedicated page for Worthington SEC filings (Ticker: WOR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Worthington Enterprises, Inc. filings document the formal disclosures of an operating company with Building Products and Consumer Products segments. Recent Form 8-K reports cover quarterly results, earnings-call transcripts, Regulation FD investor presentations, GAAP and non-GAAP operating measures such as adjusted EBITDA, and outlook commentary for the company and its subsidiaries.
The filing record also includes material-event disclosures related to dividends, capital structure, governance matters, board composition, material agreements and shareholder voting matters. Forward-looking-statement and risk disclosures address subjects such as market conditions, liquidity and access to capital, interest rates, inflation, tariffs, trade restrictions and other factors affecting the company’s operations and financial results.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises Controller Kevin J. Chan reported his equity interests in the company. He holds 7,036 common shares directly and 3,103.4 common shares indirectly through a 401(k) Plan, based on a statement dated July 10, 2026. He also received an award of 4.52 units of phantom stock at $54.27 per unit under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan, bringing his phantom stock balance to 311.17 units. These theoretical WOR common shares track actual common shares on a one-for-one basis and, under the plan, cannot be moved to other investment options and are generally distributed only in WOR common shares after leaving Worthington Enterprises and its subsidiaries. The reported phantom stock amount includes additional units credited through a dividend reinvestment feature on June 29, 2026.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises, Inc. reported that President & CEO Joseph B. Hayek received an additional 5.1 units of phantom stock under the Amended and Restated 2005 Deferred Compensation Plan for Directors at a reference price of $54.27 per unit, tracking common shares on a one-for-one basis. Following this award and dividend reinvestments, Hayek now has 6,197.7 phantom stock units and holds common shares both directly and indirectly through IRAs, including 239,125 common shares held directly.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported equity compensation and related tax withholding transactions involving the company’s common shares. He received 3,495 common shares as a grant or award tied to long-term performance objectives over a three-year period ended May 31, 2026, and 829.98 phantom stock units under a deferred compensation plan that track common shares one-for-one.
To cover tax obligations upon vesting of restricted stock, 1,559 common shares were withheld at $53.09 per share. After these direct transactions, Hayek directly holds 240,684 common shares and 6,192.59 phantom stock units1,683 common shares in a Vanguard IRA and 2,000 common shares in a Merrill Lynch IRA, which include additional shares from dividend reinvestment features.
Worthington Enterprises controller Kevin J. Chan reported equity compensation and related tax withholding transactions. He received 362 common shares as a long-term performance award tied to company results over the three-year period ended May 31, 2026, while 162 shares were withheld at $53.09 per share to satisfy tax obligations upon the vesting of restricted stock. Chan now holds 7,198 common shares directly, 3,097.19 common shares through a 401(k) plan as of July 7, 2026, and 306.65 theoretical “phantom stock” common shares in a deferred compensation plan that track Worthington common shares one-for-one.
WORTHINGTON ENTERPRISES, INC. vice president and general counsel Patrick J. Kennedy reported routine equity compensation activity involving common shares. On July 7, 2026, he had 508 common shares withheld at $53.09 per share to cover tax obligations tied to vesting equity, which is a non-market disposition.
On the same date, he received a grant/award of 1,138 common shares at no cost following the payout of a long-term performance share award based on company results for the three-year period ended May 31, 2026. After these transactions, he directly holds 32,944 common shares.
Worthington Enterprises Inc. executive Steven M. Caravati reported routine equity compensation activity. He received a grant of 569 Common Shares as a long-term performance share award, and 259 shares were withheld to satisfy tax withholding obligations upon vesting. After these transactions, he directly holds 46,242 Common Shares. The award relates to a performance period from June 30, 2023 through May 31, 2026, with payout approved by the Compensation Committee based on the Company’s performance over that three-year period.
Worthington Enterprises President – Building Products James R. Bowes reported routine equity compensation activity. On the vesting of a long-term performance share award, he acquired 1,014 common shares and had 453 shares withheld at $53.09 each to cover taxes. Following these transactions, he directly holds 20,399 common shares.
Worthington Enterprises director William Bradley Southern received a stock grant. He acquired 705 common shares on a no-cost basis as a restricted stock award under the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. Following this grant, he holds 705 common shares directly.
The restricted stock will vest on the earlier of the first anniversary of the grant date or the date of the next Annual Meeting of Shareholders, tying full ownership to continued board service until one of those milestones.
WOR reported a proposed sale of 17,625 shares of Common Stock through a stock option exercise to be effected on 07/01/2026. The filing also discloses prior sales of 41,704 shares on 06/26/2026 showing proceeds of $2,329,514.54.
The transaction is reported on Form 144 as an issuer-related stock option exercise with cash consideration. The filing lists the broker Morgan Stanley Smith Barney LLC and identifies the seller contact address for John P. McConnell.
WORTHINGTON ENTERPRISES, INC. executive Patrick J. Kennedy, VP–General Counsel & Secretary, reported routine tax-related share withholdings tied to restricted stock vesting. On June 29 and 30, a total of 2,286 Common Shares were withheld to satisfy his tax withholding obligations, at prices of $53.77 and $53.76 per share.
These Form 4 entries, coded "F," reflect payment of tax liabilities by delivering securities rather than open-market sales. After these transactions, Kennedy directly holds 31,806 Common Shares of Worthington Enterprises.