Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Secretary | June 30, 2020 | July 02, 2020 |
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 June 30, 2020 · Filed July 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.04 · Expires 2030-06-30 | Direct | 26,900 |
Reported balance
After 2020-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-06-30 · Grant · Acquired 26,900 · Balance 26,900 F1: Exercisable as to 50% on the second anniversary of date of grant, with the remaining 50% exercisable on the third anniversary of date of grant, subject to the terms of the stock option agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Exercisable as to 50% on the second anniversary of date of grant, with the remaining 50% exercisable on the third anniversary of date of grant, subject to the terms of the stock option agreement.
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 |
|---|---|---|---|---|---|---|
| June 30, 2020 Filed Jul 2, 2020 18:15 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantOption (Right to Buy) · Derivative | 26,900 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-20-040086 · doc4.xml · derivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,900 Underlying: Common Stock · 26,900 shares Expires 2030-06-30 F1 · derivative.exercise_date: Exercisable as to 50% on the second anniversary of date of grant, with the remaining 50% exercisable on the third anniversary of date of grant, subject to the terms of the stock option agreement. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:15 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,974 | $20.44 | $40,348.56 |
DisclosureSEC source: 0001209191-20-026579 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,111 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/20 and shares of restricted stock granted under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 21:24 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025993 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,085 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2021, 4/30/2022 and 4/30/2023. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/20 and shares of restricted stock granted under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2019 Filed May 2, 2019 15:30 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,898 | $40.30 | $76,489.40 |
DisclosureSEC source: 0001209191-19-026917 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,185 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/19 and shares of restricted stock granted under the 2009 Stock Incentive Plan. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 17:05 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026101 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,083 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2020, 4/30/2021 and 4/30/2022. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/19 and shares of restricted stock granted under the 2009 Stock Incentive Plan. Read SEC document |
| April 30, 2018 Filed May 2, 2018 16:52 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,776 | $41.11 | $73,011.36 |
DisclosureSEC source: 0001209191-18-027267 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,307 Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionStock Appreciation Rights · Derivative | 17,104 | $0.00 Strike: $21.59 | $0.00 |
DisclosureSEC source: 0001209191-18-026867 · doc4.xml · derivative · entry 5 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,104 shares Expires 2018-04-29 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. F4 · derivative.exercise_date: Currently 100% exercisable. Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Disposition to issuerCommon Stock | 11,418 | $41.18 | $470,193.24 |
DisclosureSEC source: 0001209191-18-026867 · doc4.xml · nonDerivative · entry 3 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,083 Read SEC document |
| April 27, 2018 Filed Apr 30, 2018 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 17,104 | $21.59 | $369,275.36 |
DisclosureSEC source: 0001209191-18-026867 · doc4.xml · nonDerivative · entry 2 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,501 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. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026867 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,397 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2019, 4/30/2020 and 4/30/2021. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/18 and shares of restricted stock granted under the 2009 Stock Incentive Plan. Read SEC document |
| April 30, 2017 Filed May 1, 2017 21:26 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,185 | $54.50 | $64,582.50 |
DisclosureSEC source: 0001209191-17-028979 · doc4.xml · nonDerivative · entry 3 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,022 Read SEC document |
| April 29, 2017 Filed May 1, 2017 21:26 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 758 | $54.50 | $41,311.00 |
DisclosureSEC source: 0001209191-17-028979 · doc4.xml · nonDerivative · entry 2 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,207 Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:26 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028979 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,965 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2018, 4/30/2019 and 4/30/2020. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/31/17 and shares of restricted stock granted under the Amended and Restated 2002 Omnibus Stock Incentive Plan and 2009 Stock Incentive Plan. Read SEC document |
| January 27, 2017 Filed Mar 13, 2017 20:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020157 · doc5.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,634 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 3/4/17 and shares of restricted stock granted under the 2009 Stock Incentive Plan. Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 16:27 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,000 | $55.54 | $166,614.00 |
DisclosureSEC source: 0001209191-17-004755 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,276 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $55.50 to $55.92. 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. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan as of 12/31/16 and shares of restricted stock granted under the Amended and Restated 2002 Omnibus Stock Incentive Plan and 2009 Stock Incentive Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:31 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionStock Appreciation Rights · Derivative | 14,946 | $0.00 Strike: $24.19 | $0.00 |
DisclosureSEC source: 0001209191-17-001679 · doc4.xml · derivative · entry 4 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,946 shares Expires 2017-05-01 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 03, 2017 Filed Jan 5, 2017 16:31 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Disposition to issuerCommon Stock | 9,492 | $55.07 | $522,724.44 |
DisclosureSEC source: 0001209191-17-001679 · doc4.xml · nonDerivative · entry 2 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,276 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 16:31 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 14,946 | $24.19 | $361,543.74 |
DisclosureSEC source: 0001209191-17-001679 · doc4.xml · nonDerivative · entry 1 BEITHON PATRICIA A · CIK 0001233869 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,768 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 shares acquired under the Employee Stock Purchase Plan as of 12/31/16 and shares of restricted stock granted under the Amended and Restated 2002 Omnibus Stock Incentive Plan and 2009 Stock Incentive 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.