KLINGLER JEFFREY R (President, Worthington Steel) received a stock award from WORTHINGTON ENTERPRISES, INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 2 awards
Filed: 7/5/2023ACC: 0001209191-23-040775
Officer· President, Worthington Steel
Since May 2019
+10.88K
Net shares
Net buyer
$258.8K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
14.60K acquired · 3.72K disposed
Non-Derivative Transactions3
Common Shares
Direct
Shares
+3.40K
Price / share
—
Trade value
—
% of position
10.6%
6/30/2023
32.16K→35.56K
Common Shares
Direct
Shares
+8.20K
Price / share
—
Trade value
—
% of position
23.1%
7/3/2023
35.56K→43.76K
Common Shares
Direct
Shares
−3.72K
Price / share
$69.56
Trade value
$258.76K
% of position
8.5%
7/3/2023
43.76K→40.04K
Total
Net shares
+7.88K
Net value
-$258.76K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Shares Direct | 6/30/2023 | A · Award | +3.40K | — | — | 10.6% | 32.16K | 35.56K |
| Common Shares Direct | 7/3/2023 | A · Award | +8.20K | — | — | 23.1% | 35.56K | 43.76K |
| Common Shares Direct | 7/3/2023 | F · Tax Withholding | −3.72K | $69.56 | $258.76K | 8.5% | 43.76K | 40.04K |
| Total | +7.88K | -$258.76K | ||||||
Derivative Transactions1
Non-qualified stock option (right to buy)
Direct
Converts to
Common Shares
3K shares
Shares
+3K
Strike price
69.47
Held after
3K
Exercisable
—
6/30/2023
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Non-qualified stock option (right to buy) Direct | Common Shares3K shares | 6/30/2023 | A · Award | +3K | 69.47 | — | 3K |
Non-Derivative Holdings (Post-Transaction)2
Common Shares
IndirectShares owned1.21
Common Shares
IndirectShares owned4.60K
Total
4.60K indirect4.60K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Shares | 1.21 | Indirect |
| Common Shares | 4.60K | Indirect |
| Total | 4.60K | 4.60K indirect |
Derivative Holdings (Post-Transaction)1
Phantom Stock Acquired Under Deferred Compensation Plan
DirectUnderlying security
Common Shares
Underlying shares
21.69
Shares owned
744.69
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
21.69
Owned
744.69
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Phantom Stock Acquired Under Deferred Compensation Plan Direct | Common Shares | — | — | 21.69 | 744.69 | |
| Total | 21.69 | 744.69 | ||||