SEC Filing Analysis: WORTHINGTON ENTERPRISES, INC. (WOR)

Executive Summary

• Trading Significance: Low
• Key Takeaway: The President & CEO, Joseph B. Hayek, acquired a negligible amount of phantom stock as part of a routine deferred compensation plan.
• Market Impact: The transaction is immaterial and is expected to have no impact on the stock.

Company Information

Field	Value
Company	WORTHINGTON ENTERPRISES, INC.
Ticker Symbol	WOR
CIK	0000108516
Industry	Steel Works, Blast Furnaces & Rolling & Finishing Mills

Insider Information

Field	Value
Name	HAYEK JOSEPH B
CIK	0001429897
Title/Position	President & CEO
Relationship	Director, Officer

Transaction Details

Field	Value
Form Type	4
Transaction Date	2025-10-31
Transaction Code	A (Award)
Security Type	Phantom Stock Acquired Under the Deferred Compensation Plan
Shares Involved	4.94
Price Per Share	$56.09
Total Value	$277.03
Shares Owned After	4,991.16 (Derivative)
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$277.03
% of Market Cap	<0.0001%
Shares Transacted	4.94
% of Shares Outstanding	<0.0001%
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: The transaction value of $277.03 is insignificant against the company's market capitalization of $2.79 billion.
• Transaction Significance: This is a routine, non-discretionary acquisition under a deferred compensation plan. Such transactions are common for executives and do not signal a change in insider sentiment.

Additional Context

Transaction Notes

• The transaction involves phantom stock units that track Worthington's common shares on a one-for-one basis as part of a deferred compensation plan. This is a form of non-cash compensation and not an open-market purchase.