Every Form 4 that Worthington Enterprises, Inc. (WOR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WOR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WOR filings page.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported a routine compensation-related award of 4.88 units of phantom stock under the company’s Deferred Compensation Plan, valued at $56.77 per unit.
After this credit, his phantom stock balance rose to 5,334.19 units, which track common shares on a one-for-one basis and are generally settled in common shares upon leaving the company. The filing also restates his direct holding of 210,339 common shares and indirect holdings of 1,677 and 2,000 common shares in separate IRAs, including amounts accumulated through dividend reinvestment features.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported a small compensation-related grant of phantom stock tied to the company’s common shares. He received 4.32 units of phantom stock at a reference price of $56.77 per unit, increasing his phantom stock balance to 251.36 units.
Phantom stock in the company’s deferred compensation plan tracks WOR common shares on a one-for-one basis and is generally payable only in WOR common shares after leaving the company. As of the same date, Chan also held 5,806 common shares directly and 3,049.82 common share-equivalent units indirectly through a 401(k) plan.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported an amended Form 4 to correct a prior administrative error involving phantom stock in a deferred compensation plan. The filing now shows a grant of 20.20 phantom stock units credited on March 25, 2026 at a reference price of $49.51 per unit.
After this correction, Chan’s account under the Worthington deferred compensation plan reflects a total of 228.02 theoretical common shares that track WOR common shares one-for-one. These phantom stock amounts are unfunded, non-transferable within the plan after October 1, 2014, and are generally settled in WOR common shares upon his departure from the company or its subsidiaries.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek filed an amended insider report to correct a phantom stock credit under the company’s deferred compensation plan. The amendment states that 229.12 theoretical common shares (phantom stock) were credited to his plan account on March 25, 2026 at $49.51 per share, bringing his phantom stock balance to 5,289.75 units. These phantom stock units track WOR common shares one-for-one and, under the plan, generally cannot be moved to other investment options and are distributed only in WOR common shares when he leaves Worthington Enterprises and its subsidiaries.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported a routine compensation-related change in his holdings. On the Form 4 date, he received an award of 4.59 units of phantom stock, which track Worthington common shares on a one-for-one basis under a deferred compensation plan.
After this credit, his phantom stock balance stands at 240.13 units. The filing also shows 3,044.13 common shares held indirectly through a 401(k) plan and 5,806 common shares held directly. The phantom stock can no longer be reallocated to other plan options and is generally distributed in common shares after leaving the company.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported routine updates to his holdings and a small compensation-related grant. He received 5.190 theoretical WOR common shares as phantom stock under the Amended and Restated 2005 Deferred Compensation Plan at a reference price of $53.380 per unit.
After this grant, his phantom stock balance under the plan increased to 5,288.230 theoretical shares, which track WOR common shares on a one-for-one basis and are generally distributable in common shares upon leaving the company. The filing also shows direct ownership of 210,339 common shares and indirect holdings of 1,677 and 2,000 common shares in separate IRAs, including amounts added through dividend reinvestment features.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises, Inc. President & CEO Joseph B. Hayek reported routine equity-related updates with no open-market buying or selling of common shares. He received an award of 5.09 units of phantom stock under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors at a reference price of $54.38 per unit, bringing his phantom stock balance to 5,283.04 units. These theoretical WOR common shares track actual common shares on a one-for-one basis and are distributed only in WOR common shares, generally after he leaves Worthington Enterprises and its subsidiaries. The filing also shows updated common share holdings of 210,339 shares held directly, plus 1,677 and 2,000 common shares held indirectly through IRA accounts at Vanguard and Merrill Lynch, which include amounts credited through dividend reinvestment features.
Worthington Enterprises controller Kevin J. Chan recorded additional phantom stock credited under a deferred compensation plan. He acquired 4.51 phantom stock units tied to WOR common shares at $54.38 per unit through a dividend reinvestment feature, bringing his phantom stock balance to 235.53 units. He also holds 5,806 Worthington Enterprises common shares directly and 3,038.11 theoretical common shares through a 401(k) plan as of May 1, 2026.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported routine updates to his share-based holdings. The filing shows that on April 17, 2026, he received 4.440 units of phantom stock credited under the company’s deferred compensation plan, tied to WOR common shares on a one-for-one basis.
These phantom stock units were added through a dividend reinvestment feature and now total 231.020 units in the plan. The report also updates his common share holdings, reflecting 5,806 shares held directly and 3,031.920 theoretical common shares held indirectly via a 401(k) plan statement dated April 17, 2026. The activity represents compensation-related accruals and holdings updates rather than open-market buying or selling.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported updated equity holdings, including a compensation-related award of phantom stock units. He acquired 5.02 theoretical common shares credited under the company’s Deferred Compensation Plan at $55.15 per unit, bringing his phantom stock balance to 5,277.95 units.
The filing also shows direct ownership of 210,339 common shares and indirect holdings in IRAs of 1,677 common shares at Vanguard and 2,000 common shares at Merrill Lynch. Footnotes explain that both IRA and phantom balances include amounts added through dividend reinvestment features.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported a bona fide gift of 475 common shares on April 15, 2026, at no stated price. After the gift, he directly owns 210,339 common shares.
He also holds 2,000 common shares indirectly through a Merrill Lynch IRA and 1,677 common shares indirectly through a Vanguard IRA. A footnote states that these IRA positions include additional common shares acquired via the dividend reinvestment feature of the IRA based on a plan statement dated March 31, 2026.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises Controller Kevin J. Chan received 4.71 units of phantom stock on April 2, 2026, credited under the company’s deferred compensation plan. These phantom stock units track Worthington common shares one-for-one and are generally payable in common shares after leaving the company.
Following this award, Chan’s phantom stock balance stands at 226.58 theoretical common shares. The filing also shows he directly holds 5,806 common shares and indirectly holds 3,026.03 common shares through a 401(k) plan as of April 2, 2026.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises President & CEO Joseph B. Hayek reported a routine compensation-related change in his holdings. On April 2, 2026, his account under the company’s Deferred Compensation Plan was credited with 5.32 phantom stock units that track Worthington common shares on a one-for-one basis.
These phantom shares, including amounts added through dividend reinvestment features, brought his phantom stock balance to 5,272.93 theoretical shares. The filing also shows he directly holds 210,814 common shares and indirectly holds additional common shares through IRAs at Merrill Lynch and Vanguard. The disclosure does not show any open-market buying or selling, only grants and dividend-related credits within benefit plans.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises controller Kevin J. Chan reported a compensation-related grant of phantom stock units. On March 24, 2026, he was awarded 13.29 phantom stock units valued at $51.88 per unit, each tracking one Worthington Enterprises common share in the company’s deferred compensation plan.
After this grant, Chan holds 221.11 phantom stock units. He also directly owns 5,806 common shares and has an additional 3,008.62 common shares held indirectly through a 401(k) plan, based on a statement dated March 20, 2026. Phantom stock balances cannot be moved to other investment options and are generally distributed in common shares after leaving the company.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises President & CEO Joseph B. Hayek reported a routine compensation-related transaction. On March 24, 2026, he was granted 188.03 units of phantom stock under the company’s deferred compensation plan at a reference price of $51.88 per unit, bringing his phantom stock balance to 5,248.66 units.
The phantom stock tracks Worthington common shares on a one-for-one basis and, under the plan, amounts credited to the phantom stock fund cannot be moved to other investment options after October 1, 2014. Distributions are made only in Worthington common shares, generally starting when the executive leaves the company.
In addition to the phantom stock, Hayek is reported as holding 210,814 Worthington common shares directly, plus 2,000 shares in an IRA at Merrill Lynch and 1,671 shares in an IRA at Vanguard. Some of these positions include additional shares credited through dividend reinvestment features as of December 31, 2025.
CHAN KEVIN J reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises, Inc. Controller Kevin J. Chan received 5.15 units of phantom stock credited under a deferred compensation plan. The phantom stock tracks Worthington common shares on a one-for-one basis and was valued at $47.64 per unit on the grant date.
After this award, Chan holds 207.82 phantom stock units and 5,806 common shares directly. He also has 3,008.62 common shares indirectly through a 401(k) plan, based on a statement dated March 20, 2026. Phantom stock balances generally are not transferable to other investment options and are distributed only in Worthington common shares, typically upon leaving the company and its subsidiaries.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported a routine compensation-related grant of 5.81 units of phantom stock under the company’s deferred compensation plan at a reference price of $47.64 per unit. This raised his phantom stock balance to 5,060.63 units, which track Worthington common shares on a one-for-one basis and are generally distributed in common shares after he leaves the company.
He also reported unchanged overall ownership positions of 210,814 common shares held directly, 2,000 common shares held indirectly through an IRA at Merrill Lynch, and 1,671 common shares held indirectly through an IRA at Vanguard. Footnotes explain that these IRA and phantom balances include additional amounts credited through dividend reinvestment features as of December 31, 2025, making this filing mainly an update of compensation and reinvested holdings rather than any open-market trading.
Worthington Enterprises, Inc. Controller Kevin J. Chan acquired 4.81 units of phantom stock on March 6, 2026, at a reference price of $51.03 per unit, bringing his phantom stock balance to 202.67 units. Phantom stock in the company’s deferred compensation plan tracks Worthington common shares one-for-one and is generally distributed in common shares after employment ends. As of a March 6, 2026 401(k) statement, he also held 5,806 common shares directly and 3,001.78 common shares indirectly through a 401(k) plan.
HAYEK JOSEPH B reported acquisition or exercise transactions in this Form 4 filing.
Worthington Enterprises President & CEO Joseph B. Hayek reported an award of 5.43 units of phantom stock under the company’s deferred compensation plan on March 6, 2026, at a reference price of $51.03 per unit. After this grant, his phantom stock balance is 5,054.82 units, which track Worthington common shares on a one-for-one basis.
The filing also shows he directly holds 210,814 Worthington common shares, plus indirect holdings of 2,000 shares in an IRA at Merrill Lynch and 1,671 shares in an IRA at Vanguard. Footnotes note additional phantom stock and IRA shares credited through dividend reinvestment features as of December 31, 2025.
WORTHINGTON ENTERPRISES, INC. Controller Kevin J. Chan reported an acquisition of phantom stock tied to WOR common shares. He received 4.2900 phantom stock units at $57.1600 per unit, bringing his total phantom stock balance to 197.8600 units that track WOR shares one-for-one under a deferred compensation plan.
The filing also shows direct ownership of 5,806.0000 WOR common shares and an additional 2,995.1700 shares held indirectly through a 401(k) plan, based on a statement dated as of February 20, 2026. Phantom stock in the plan cannot be reallocated to other investments after October 1, 2014 and is generally distributed in WOR common shares upon leaving the company, with the reported phantom amount including units credited from dividend reinvestment on December 31, 2025.
WORTHINGTON ENTERPRISES, INC. President & CEO Joseph B. Hayek reported an acquisition of 4.840 units of phantom stock under the company’s deferred compensation plan at $57.1600 per unit on February 20, 2026.
This increased his phantom stock balance to 5,049.390 theoretical common shares, which track WOR common shares on a one-for-one basis under the Worthington deferred compensation plan. The filing also reports direct ownership of 210,814 common shares and additional indirect holdings through IRAs at Merrill Lynch and Vanguard.
Footnotes explain that both the phantom stock and certain IRA positions include additional shares credited through dividend reinvestment as of December 31, 2025, and that phantom stock balances are paid out in WOR common shares, generally after the executive leaves Worthington Enterprises or its subsidiaries.
Worthington Enterprises officer updates deferred compensation holdings. Controller Kevin J. Chan reported an award of 4.15 units of WOR-linked phantom stock on February 6, 2026, at a reference price of $59.10 per unit under a deferred compensation plan.
After this credit, he beneficially owned 193.57 phantom stock units and also held 5,806 Worthington Enterprises common shares directly, plus 2,989.34 common shares indirectly through a 401(k) plan.
Worthington Enterprises President & CEO Joseph B. Hayek reported a small acquisition of phantom stock tied to the company’s common shares. On February 6, 2026, 4.69 units of phantom stock were credited to his deferred compensation account at a reference price of $59.10 per share.
Following this, Hayek beneficially owns 210,814 common shares directly, plus 2,000 common shares in a Merrill Lynch IRA and 1,671 common shares in a Vanguard IRA. His deferred compensation balance includes 5,044.55 phantom stock units, which track Worthington common shares one-for-one and are generally distributed in shares after he leaves the company. Both his IRAs and the phantom stock plan use dividend reinvestment to accumulate additional shares or units.
Worthington Enterprises, Inc. controller Kevin J. Chan reported a small increase in his deferred phantom stock holdings tied to WOR common shares. On January 23, 2026, 4.62 units of phantom stock were credited to his account at a reference price of $53.01, bringing his total phantom stock balance to 189.43 units that track WOR common shares on a one-for-one basis under the company’s deferred compensation plan. The filing also shows he directly holds 5,806 WOR common shares and an additional 2,983.74 common shares through a 401(k) plan as of a statement dated January 23, 2026.
The plan requires that phantom stock amounts remain in that investment option until distribution, which is made only in WOR common shares and generally begins after leaving Worthington Enterprises and its subsidiaries. The reported phantom stock amount includes additional theoretical shares credited under a dividend reinvestment feature as of December 31, 2025.
Worthington Enterprises President & CEO Joseph B. Hayek reported a small increase in his deferred equity exposure. On January 23, 2026, he acquired 5.22 units of phantom stock under the company’s Amended and Restated 2005 Deferred Compensation Plan for Directors at $53.01 per unit, bringing his total phantom stock balance to 5,039.86 units. These theoretical units track Worthington Enterprises common shares on a one-for-one basis and are generally settled in common shares after he leaves the company.
Hayek also reported ownership of 210,814 common shares directly, plus additional common shares held indirectly through IRAs at Merrill Lynch and Vanguard, which include amounts added through dividend reinvestment as of December 31, 2025.
Worthington Enterprises, Inc. President & CEO Joseph B. Hayek reported a small acquisition of phantom stock tied to the company’s common shares. On January 9, 2026, 5.15 units of phantom stock under the deferred compensation plan were credited to his account at a reference price of $53.81 per unit, bringing his total phantom stock balance to 5,034.64 units that track WOR common shares one-for-one.
Following the reported transactions, Hayek beneficially owned 210,814 common shares directly, plus 2,000 common shares held indirectly through a Merrill Lynch IRA and 1,671 common shares held indirectly through a Vanguard IRA, with the IRA amounts reflecting additional shares from dividend reinvestment as of December 31, 2025.
Worthington Enterprises officer Kevin J. Chan, the company’s Controller, reported routine updates to his equity holdings. On January 9, 2026, he was credited with 4.56 units of phantom stock tied to Worthington Enterprises common shares at a reference price of $53.81 under a deferred compensation plan, bringing his phantom stock balance to 184.8 units. Phantom stock in this plan tracks WOR common shares on a one-for-one basis and is generally paid out in actual shares after he leaves the company. As of the same date, he also beneficially owned 5,806 common shares directly and 2,977.46 common shares indirectly through a 401(k) plan.
Worthington Enterprises, Inc. reported that one of its directors received an equity grant in the form of restricted common shares. On 01/06/2026, the director was awarded 2,110 common shares at a stated price of $0.00 per share, increasing the director’s beneficial ownership to 2,110 shares held directly.
The award was granted under the Worthington Enterprises, Inc. 2025 Equity Plan for Non-Employee Directors. 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 of Worthington Enterprises, Inc.
Worthington Enterprises, Inc. director, president and CEO Joseph B. Hayek reported updated equity holdings. The filing shows he directly owns 210,814 common shares, plus 2,000 common shares held indirectly through a Merrill Lynch IRA and 1,665 common shares held indirectly through a Vanguard IRA.
The report also discloses activity in deferred compensation. On 12/26/2025, Hayek acquired 5.24 units of phantom stock under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors at a reference price of $52.87 per common share, bringing his total phantom stock position to 5,011.27 units. Explanatory notes state that both the IRAs and the nonqualified plan credit additional common or phantom shares through their dividend reinvestment features.
Worthington Enterprises, Inc. insider Kevin J. Chan, an officer serving as Controller, reported routine equity transactions involving company stock and related plans. On December 22, 2025, 504 common shares were withheld upon vesting of restricted stock to cover tax obligations, leaving Chan with 5,806 common shares held directly and 2,960.69 common shares held indirectly through a 401(k) plan as of the latest plan statement. The report also shows an acquisition of 4.64 units of phantom stock on December 26, 2025 under a deferred compensation plan, bringing the total phantom stock balance to 179.61 theoretical common shares that track Worthington Enterprises stock on a one-for-one basis and are distributable only in shares upon separation from the company.
Worthington Enterprises, Inc. reported an insider equity transaction by its President - Building Products, James R. Bowes. On 12/22/2025, Bowes had 436 common shares disposed of at $52.79 per share, coded as an "F" transaction, which indicates shares withheld to cover taxes.
According to the footnote, these shares were withheld upon the vesting of restricted stock to satisfy the reporting person's tax withholding obligation. After this tax-related withholding, Bowes beneficially owned 15,164 common shares, held directly.
Worthington Enterprises, Inc. reported a routine insider share withholding transaction by a senior executive. Senior Vice President Sonya L. Higginbotham reported that on 12/22/2025, 292 common shares of Worthington Enterprises were withheld at a price of $52.79 per share to cover tax obligations upon the vesting of restricted stock.
After this transaction, she beneficially owned 18,738 common shares directly. She also had an indirect interest in 442.06 common shares held through a 401(k) plan, based on a plan statement as of November 30, 2025. The filing reflects personal equity compensation and related tax withholding rather than an open-market purchase or sale.
Worthington Enterprises officer Kevin J. Chan reported updated holdings in company stock and deferred phantom stock units following activity on 12/12/2025.
After the reported transactions, he beneficially owned 6,310 common shares directly and 2,960.69 common shares through a 401(k) plan, based on a plan statement dated as of November 30, 2025. On 12/12/2025 he acquired 4.2 phantom stock units at $58.36 each under the Amended and Restated 2005 Deferred Compensation Plan, bringing his phantom stock balance to 174.97 units, which track WOR common shares on a one-for-one basis. Under this plan, amounts in the phantom stock fund may not be transferred to other deemed investment options after October 1, 2014, and distributions are made only in WOR common shares, generally when a participant leaves Worthington Enterprises, Inc. and its subsidiaries.
Worthington Enterprises, Inc. insider Joseph B. Hayek, the company’s President, CEO and a director, reported the acquisition of 4.75 units of phantom stock on December 12, 2025 under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors.
These phantom stock units track WOR common shares on a one-for-one basis and were credited through the plan’s dividend reinvestment feature at a derivative price of $58.36 per unit, bringing his phantom stock balance to 5,006.03 units. Following the reported transactions, Hayek also beneficially owns 210,814 WOR common shares directly, plus 2,000 shares in an IRA at Merrill Lynch and 1,665 shares in an IRA at Vanguard, amounts that include additional shares acquired through dividend reinvestment as of September 30, 2025.
Worthington Enterprises, Inc. officer and Controller Kevin J. Chan reported equity holdings and a small deferred compensation change. On 11/28/2025, he acquired 4.47 phantom stock units tied to WOR common shares at $54.86 per share, bringing his total phantom stock position to 170.77 units under the company’s deferred compensation plan. The phantom stock tracks WOR common shares on a one-for-one basis and is generally settled in shares after he leaves Worthington Enterprises and its subsidiaries. He also reported beneficial ownership of 6,310 common shares directly and 2,960.69 common shares through a 401(k) plan, based on a statement dated as of November 30, 2025.
Worthington Enterprises, Inc. insider Joseph B. Hayek, the company’s President & CEO and a director, reported routine equity-related activity on a Form 4. On 11/28/2025, 5.04 units of theoretical WOR common shares, described as phantom stock, were acquired under the Worthington Industries, Inc. Amended and Restated 2005 Deferred Compensation Plan for Directors at a reference price of $54.86 per unit, bringing his total phantom stock holdings to 5,001.28 units held directly.
The filing also shows Hayek beneficially owns 210,814 WOR common shares directly, plus 2,000 shares in an IRA at Merrill Lynch and 1,665 shares in an IRA at Vanguard. Explanatory notes state that some of these common and phantom shares were credited through dividend reinvestment features in the retirement and deferred compensation plans.
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) 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.