0000950170-24-078843.txt : 20240628 0000950170-24-078843.hdr.sgml : 20240628 20240628110146 ACCESSION NUMBER: 0000950170-24-078843 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240627 FILED AS OF DATE: 20240628 DATE AS OF CHANGE: 20240628 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: CHAN KEVIN J CENTRAL INDEX KEY: 0002002524 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-08399 FILM NUMBER: 241082636 MAIL ADDRESS: STREET 1: 200 W. OLD WILSON BRIDGE ROAD CITY: COLUMBUS STATE: OH ZIP: 43085 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: WORTHINGTON ENTERPRISES, INC. CENTRAL INDEX KEY: 0000108516 STANDARD INDUSTRIAL CLASSIFICATION: STEEL WORKS, BLAST FURNACES & ROLLING & FINISHING MILLS [3310] ORGANIZATION NAME: 04 Manufacturing IRS NUMBER: 311189815 STATE OF INCORPORATION: OH FISCAL YEAR END: 0531 BUSINESS ADDRESS: STREET 1: 200 W. OLD WILSON BRIDGE ROAD CITY: COLUMBUS STATE: OH ZIP: 43085 BUSINESS PHONE: 6144383210 MAIL ADDRESS: STREET 1: 200 W. OLD WILSON BRIDGE ROAD CITY: COLUMBUS STATE: OH ZIP: 43085 FORMER COMPANY: FORMER CONFORMED NAME: WORTHINGTON INDUSTRIES INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: WORTHINGTON STEEL CO DATE OF NAME CHANGE: 19720123 4 1 ownership.xml 4 X0508 4 2024-06-27 0000108516 WORTHINGTON ENTERPRISES, INC. WOR 0002002524 CHAN KEVIN J 200 WEST OLD WILSON BRIDGE ROAD COLUMBUS OH 43085 false true false false Controller false Common Shares 2024-06-27 4 A false 1200 0 A 5758 D Non-qualified stock option (right to buy) 47.00 2024-06-27 4 A false 1000 0 A 2025-06-27 2034-06-27 Common Shares 1000 1000 D Phantom Stock Acquired Under Deferred Compensation Plan Common Shares 0.14 55.74 D An award of restricted stock was granted pursuant to the Worthington Industries Inc. Amended and Restated 1997 Long-Term Incentive Plan. The restricted stock will vest on the third anniversary of the grant date (6/27/2027). This non-qualified stock option was granted pursuant to the Worthington Industries, Inc. 2010 Stock Option Plan. Date listed is the first day any portion of the option will vest. Additional portions of 33.33% of the option will vest annually on 6/27/2026 and 6/27/2027. 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 for Directors, as amended (the "Plan") track WOR common shares on a one-for-one basis. Prior to October 1, 2014, the account balances related to the theoretical common shares could be immediately transferred to other investment options under the terms of the deferred compensation plan in which the reporting person participates. The 2005 Director Deferred Compensation Plan provides that effective October 1, 2014 and thereafter any amount credited in a participant's account to the phantom stock fund (i.e. theoretical common shares deemed investment option) may not be transferred to an alternative deemed investment option under the 2005 Director Deferred Compensation Plan until distribution from the 2005 Director Deferred Compensation Plan. Distributions are made only in common shares of Worthington Enerprises, Inc. and generally commence upon leaving the Board of Directors of Worthington Enterprises, Inc. The amount reported includes the additional unfunded theoretical common shares (i.e., phantom stock) credited pursuant to the theoretical Worthington Enterprises, Inc. common shares deemed investment option pursuant to the dividend reinvestment feature of the 2005 NQ Plan on March 31, 2024. /s/Patrick J. Kennedy, as attorney-in-fact for Kevin J. Chan 2024-06-28