Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Director | March 31, 2021 | April 01, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
APOGEE ENTERPRISES, INC.
Report date March 31, 2021 · Filed April 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 51,839 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 252 · Balance 51,839 F1: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2: Settled 1-for-1. F3: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan.
F2: Settled 1-for-1.
F3: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2021 Filed Apr 1, 2021 19:10 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 252 | $40.88 Strike: $0.00 | $10,301.76 |
DisclosureSEC source: 0001209191-21-024048 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,839 Underlying: Common Stock · 252 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 20:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 303 | $31.68 Strike: $0.00 | $9,599.04 |
DisclosureSEC source: 0001209191-21-000186 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,587 Underlying: Common Stock · 303 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 22:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 20,000 | $32.51 | $650,200.00 |
DisclosureSEC source: 0000899243-20-035428 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 F1 · price: The price reported is the weighted average sale price for the transactions reported. The shares were sold at prices ranging from $32.00 to $32.83, inclusive. The Reporting Person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the range. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 446 | $21.37 Strike: $0.00 | $9,531.02 |
DisclosureSEC source: 0001209191-20-052577 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,284 Underlying: Common Stock · 446 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 410 | $23.40 Strike: $0.00 | $9,594.00 |
DisclosureSEC source: 0001209191-20-040069 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,837 Underlying: Common Stock · 410 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 24, 2020 Filed Jun 25, 2020 19:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038862 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,652 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:51 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 450 | $20.82 Strike: $0.00 | $9,369.00 |
DisclosureSEC source: 0001209191-20-022627 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,427 Underlying: Common Stock · 450 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 20:38 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003624 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,732 F1 · shares: Shares vest on the following vesting schedule: two-thirds of the shares vest on June 26, 2021 and the remaining one-third of the shares vest on June 26, 2022. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 19:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 267 | $32.50 Strike: $0.00 | $8,677.50 |
DisclosureSEC source: 0001209191-20-000686 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,977 Underlying: Common Stock · 267 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 19:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 222 | $38.99 Strike: $0.00 | $8,655.78 |
DisclosureSEC source: 0001209191-19-051549 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,709 Underlying: Common Stock · 222 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 18:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 198 | $43.44 Strike: $0.00 | $8,601.12 |
DisclosureSEC source: 0001209191-19-040099 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,487 Underlying: Common Stock · 198 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 23:10 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 229 | $37.49 Strike: $0.00 | $8,585.21 |
DisclosureSEC source: 0001209191-19-022759 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,289 Underlying: Common Stock · 229 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 15:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 257 | $29.85 Strike: $0.00 | $7,671.45 |
DisclosureSEC source: 0001209191-19-000659 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,060 Underlying: Common Stock · 257 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| September 30, 2018 Filed Oct 1, 2018 20:43 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 185 | $41.32 Strike: $0.00 | $7,644.20 |
DisclosureSEC source: 0001209191-18-052811 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,802 Underlying: Common Stock · 185 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 30, 2018 Filed Jul 2, 2018 21:23 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 158 | $48.17 Strike: $0.00 | $7,610.86 |
DisclosureSEC source: 0001209191-18-040436 · doc4.xml · derivative · entry 2 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,617 Underlying: Common Stock · 158 shares Expires not disclosed F3 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F4 · derivative.exercise_price: Settled 1-for-1. F5 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F3 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F3 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:23 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040436 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,521 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 175 | $43.35 Strike: $0.00 | $7,586.25 |
DisclosureSEC source: 0001209191-18-022804 · doc4.xml · derivative · entry 3 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,458 Underlying: Common Stock · 175 shares Expires not disclosed F2 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F3 · derivative.exercise_price: Settled 1-for-1. F4 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F2 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 18:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 147 | $45.73 Strike: $0.00 | $6,722.31 |
DisclosureSEC source: 0001209191-18-000626 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,283 Underlying: Common Stock · 147 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| December 27, 2017 Filed Apr 3, 2018 19:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 4,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-022804 · doc4.xml · nonDerivative · entry 2 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,072 Read SEC document |
| December 01, 2017 Filed Apr 3, 2018 19:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-022804 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,172 F1 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 13:30 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 139 | $48.26 Strike: $0.00 | $6,708.14 |
DisclosureSEC source: 0001209191-17-054799 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,136 Underlying: Common Stock · 139 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 15:40 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 117 | $56.84 Strike: $0.00 | $6,650.28 |
DisclosureSEC source: 0001209191-17-042701 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,996 Underlying: Common Stock · 117 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| June 22, 2017 Filed Jun 23, 2017 14:40 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041548 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,404 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:42 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 112 | $59.61 Strike: $0.00 | $6,676.32 |
DisclosureSEC source: 0001209191-17-024881 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,878 Underlying: Common Stock · 112 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 10,000 | $0.00 Strike: $18.31 | $0.00 |
DisclosureSEC source: 0001209191-17-002525 · doc4.xml · derivative · entry 3 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-06-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Currently 100% exercisable. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 10,000 | $54.81 | $548,050.00 |
DisclosureSEC source: 0001209191-17-002525 · doc4.xml · nonDerivative · entry 2 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,684 F2 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $54.80 to $54.81. The Reporting Person will provide to the issuer, a security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each price within the range. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 15:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 10,000 | $18.31 | $183,100.00 |
DisclosureSEC source: 0001209191-17-002525 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,684 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock awards under the 2009 Non-Employee Director Stock Incentive Plan. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 15:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 111 | $53.56 Strike: $0.00 | $5,945.16 |
DisclosureSEC source: 0001209191-17-000559 · doc4.xml · derivative · entry 2 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,766 Underlying: Common Stock · 111 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
| November 22, 2016 Filed Jan 4, 2017 15:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000559 · doc4.xml · nonDerivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,684 Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:22 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 132 | $44.69 Strike: $0.00 | $5,899.08 |
DisclosureSEC source: 0001209191-16-143688 · doc4.xml · derivative · entry 1 ALDRICH BERNARD P · CIK 0001241731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,655 Underlying: Common Stock · 132 shares Expires not disclosed F1 · security: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F2 · derivative.exercise_price: Settled 1-for-1. F3 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F1 · derivative.exercise_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. F1 · derivative.expiration_date: The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The units of phantom stock will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.