WORTHINGTON ENTERPRISES, INC. (WOR)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-20

Key Insights

  • Joseph B. Hayek, President & CEO of Worthington Enterprises, holds a substantial direct ownership position of 210,339 common shares, demonstrating significant personal financial commitment to the company.
  • The filing shows dividend reinvestment activity across multiple accounts (IRAs and deferred compensation plan), indicating ongoing accumulation of shares rather than sales, which is generally a positive signal from insider perspective.
  • Hayek acquired 5.02 phantom stock units under the deferred compensation plan on 04/17/2026 at $55.15 per share equivalent, with total phantom stock position of 5,277.95 shares, representing deferred compensation arrangements typical for executive-level officers.
  • No stock dispositions or sales were reported in this filing, with all activity consisting of acquisitions through dividend reinvestment and deferred compensation plan contributions, suggesting confidence in the company's direction.
Insider Trading Filed: 2026-04-20

Key Insights

  • Controller Kevin J. Chan acquired 5,806 common shares directly through a 401(k) plan as of April 17, 2026, indicating ongoing employee retirement contributions with confidence in company equity.
  • Chan holds 231.02 phantom stock units in the deferred compensation plan with dividend reinvestment, showing accumulated equity incentives that vest upon departure from the company.
  • The filing is routine in nature with no material stock sales or dispositions, suggesting no insider concerns about company valuation or near-term performance issues.
  • All transactions are employee benefit plan-related rather than discretionary open-market purchases, which limits the insight into insider confidence relative to trading restrictions and vesting schedules.
Quarterly Report Filed: 2026-04-09

Key Insights

  • The company has made strategic acquisitions like Elgen and LSI, which could expand its consumer products and building materials segments.
  • Worthington Enterprises has entered into a long-term steel supply agreement with Worthington Steel, which could provide stability in raw material costs.
  • The company has seen an increase in commodity and foreign exchange contract hedging activity, suggesting efforts to manage market volatility.
Insider Trading Filed: 2026-04-06

Key Insights

  • The reporting person, Joseph B. Hayek, who is the President and CEO of Worthington Enterprises, Inc., disposed of 210,814 common shares of the company on April 2, 2026.
  • Hayek also holds an indirect beneficial ownership of 2,000 common shares through an IRA (Merrill-Lynch) and 1,671 common shares through an IRA (Vanguard).
  • Hayek acquired 5.32 phantom stock units under the company's Deferred Compensation Plan, which track the performance of Worthington Enterprises' common shares.
Insider Trading Filed: 2026-04-06

Key Insights

  • Kevin J. Chan, the Controller of Worthington Enterprises, Inc., disposed of 5,806 common shares on April 2, 2026.
  • Chan also holds 3,026.03 indirect common shares through the company's 401(k) plan.
  • Additionally, Chan was credited with 4.71 phantom stock units under the company's deferred compensation plan, which track the value of Worthington Enterprises' common shares.
Current Report Filed: 2026-03-27

Key Insights

  • Worthington Enterprises reported solid financial results for Q3 FY2026, with net earnings, adjusted EBITDA, and adjusted EBITDA margin all improving year-over-year.
  • The company discussed issues impacting its outlook and markets, which could signal potential headwinds or opportunities going forward.
  • Worthington Enterprises highlighted the use of non-GAAP financial metrics, such as adjusted EBITDA and free cash flow, to provide investors with additional performance information.
Insider Trading Filed: 2026-03-25

Key Insights

  • The reporting person, Joseph B. Hayek, who is the President and CEO of Worthington Enterprises, Inc. (WOR), has disposed of a significant number of 210,814 common shares in the company.
  • Hayek also holds an indirect beneficial ownership of 2,000 common shares in an IRA account with Merrill-Lynch, and 1,671 common shares in an IRA account with Vanguard.
  • Hayek has also acquired 188.03 shares of phantom stock under the company's Deferred Compensation Plan, which tracks the performance of WOR common shares on a one-for-one basis.
Insider Trading Filed: 2026-03-25

Key Insights

  • The reporting person, Kevin J. Chan, is the Controller of Worthington Enterprises, Inc. and has decreased his direct beneficial ownership of the company's common shares by 5,806 shares.
  • Chan has an additional 3,008.62 common shares held indirectly through the company's 401(k) plan, indicating he maintains a significant ownership stake in the company.
  • The reporting person has also acquired 13.29 phantom stock units in the company's deferred compensation plan, which track the performance of Worthington Enterprises' common shares.
Current Report Filed: 2026-03-24

Key Insights

  • Worthington Enterprises, Inc. reported its fiscal 2026 third quarter financial results, showing strong revenue growth and improved profitability compared to the prior year period.
  • The company's board of directors declared a quarterly cash dividend of $0.19 per share, indicating continued financial stability and shareholder return.
  • The filing does not mention any material changes to the company's leadership, operations, or risk factors, suggesting a period of relative stability.
Insider Trading Filed: 2026-01-26

Key Insights

  • The reporting person, Joseph B. Hayek, who is the President and CEO of Worthington Enterprises, Inc., has disposed of 210,814 common shares of the company.
  • Hayek also owns an additional 2,000 common shares indirectly through an IRA account at Merrill-Lynch, and 1,671 common shares indirectly through an IRA account at Vanguard.
  • Hayek has also acquired 5.22 shares of phantom stock under the company's Deferred Compensation Plan, which track the performance of Worthington Enterprises' common shares on a one-for-one basis.
Insider Trading Filed: 2026-01-26

Key Insights

  • The reporting person, Kevin J. Chan, the Controller at Worthington Enterprises, Inc., disposed of 5,806 common shares on January 23, 2026.
  • Chan also has an indirect beneficial ownership of 2,983.74 common shares through the company's 401(k) plan.
  • The reporting also shows that Chan has been granted 189.43 phantom stock units that track the performance of Worthington Enterprises' common shares.
Current Report Filed: 2026-01-16

Key Insights

  • Worthington Enterprises has completed the $205 million acquisition of LSI Group, LLC, a strategic move to expand its Building Products segment.
  • The acquisition was funded primarily through the company's existing cash and revolving credit facilities, indicating financial flexibility.
  • The purchase appears to be a key growth initiative for Worthington, as it expands its product portfolio and market reach in the building materials industry.
Current Report Filed: 2026-01-16

Key Insights

  • Worthington Enterprises, Inc. presented at the CJS Securities 26th Annual New Ideas for the New Year conference, providing an update on the company's operations, outlook and strategic priorities.
  • The presentation materials and a transcript of the presentation have been made available on the company's investor relations website, providing transparency to investors.
  • The company's forward-looking statements indicate expectations for continued growth, margin improvement, and operational efficiencies, although risks related to supply chain, inflation, and economic conditions are noted.
Insider Trading Filed: 2026-01-12

Key Insights

  • Kevin J. Chan, the Controller of Worthington Enterprises, Inc., sold 5,806 common shares on January 9, 2026, reducing his direct ownership.
  • Chan also holds an indirect beneficial ownership of 2,977.46 common shares through the company's 401(k) plan.
  • The report indicates Chan received 4.56 additional phantom stock units as part of the company's deferred compensation plan, which track the company's common shares.
Insider Trading Filed: 2026-01-12

Key Insights

  • Joseph B. Hayek, the President and CEO of Worthington Enterprises, Inc., reported a significant sale of 210,814 common shares of the company, indicating a potential change in his ownership position.
  • Hayek also holds indirect beneficial ownership of 2,000 shares through an IRA account at Merrill-Lynch and 1,671 shares through an IRA account at Vanguard, suggesting a diversified investment portfolio.
  • The reporting person acquired 5.15 shares of phantom stock under the company's Amended and Restated 2005 Deferred Compensation Plan, which tracks the performance of Worthington Enterprises' common shares on a one-for-one basis.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.