Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Director | May 02, 2018 | May 04, 2018 |
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 May 02, 2018 · Filed May 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,614 |
Reported balance
After 2018-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-02 · Exercise / conversion · Acquired 5,000 · Balance 27,614 F1: Includes restricted stock awards under the 2009 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | Direct | 26,114 |
Reported balance
After 2018-05-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-05-02 · Sale · Disposed 1,500 · Balance 26,114 F2: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $42.52 to $42.67. 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. |
| Director Option to BuySEC Table II · derivative / convertible security · Conversion / exercise price $18.31 · Expires 2018-06-25 | Direct | 0 |
Reported balance
After 2018-05-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-02 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: Currently 100% exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock awards under the 2009 Stock Incentive Plan.
F2: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $42.52 to $42.67. 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.
F3: Currently 100% exercisable.
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 |
|---|---|---|---|---|---|---|
| May 02, 2018 Filed May 4, 2018 16:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 5,000 | $0.00 Strike: $18.31 | $0.00 |
DisclosureSEC source: 0001209191-18-027982 · doc4.xml · derivative · entry 3 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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 |
| May 02, 2018 Filed May 4, 2018 16:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 1,500 | $42.59 | $63,888.75 |
DisclosureSEC source: 0001209191-18-027982 · doc4.xml · nonDerivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,114 F2 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $42.52 to $42.67. 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 |
| May 02, 2018 Filed May 4, 2018 16:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 5,000 | $18.31 | $91,550.00 |
DisclosureSEC source: 0001209191-18-027982 · doc4.xml · nonDerivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,614 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 Stock Incentive Plan. Read SEC document |
| May 01, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 2,400 | $0.00 Strike: $18.31 | $0.00 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · derivative · entry 6 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,400 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. F4 · derivative.exercise_date: Currently 100% exercisable. Read SEC document |
| May 01, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,797 | $41.85 | $158,918.12 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · nonDerivative · entry 4 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,614 F3 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $41.63 to $42.22. 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 |
| May 01, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 2,400 | $18.31 | $43,944.00 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · nonDerivative · entry 3 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,411 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 30, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 2,500 | $0.00 Strike: $18.31 | $0.00 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · derivative · entry 5 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,400 Underlying: Common Stock · 2,500 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. F4 · derivative.exercise_date: Currently 100% exercisable. Read SEC document |
| April 30, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 2,500 | $41.52 | $103,792.00 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · nonDerivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,011 F2 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $41.50 to $41.54. 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 |
| April 30, 2018 Filed May 2, 2018 21:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 2,500 | $18.31 | $45,775.00 |
DisclosureSEC source: 0001209191-18-027426 · doc4.xml · nonDerivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,511 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 Stock Incentive Plan. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 20:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 100 | $0.00 Strike: $18.31 | $0.00 |
DisclosureSEC source: 0001209191-18-026870 · doc4.xml · derivative · entry 3 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,900 Underlying: Common Stock · 100 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. F2 · derivative.exercise_date: Currently 100% exercisable. Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 20:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 100 | $42.50 | $4,250.00 |
DisclosureSEC source: 0001209191-18-026870 · doc4.xml · nonDerivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,011 Read SEC document |
| April 26, 2018 Filed Apr 30, 2018 20:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 100 | $18.31 | $1,831.00 |
DisclosureSEC source: 0001209191-18-026870 · doc4.xml · nonDerivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,111 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 Stock Incentive Plan. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 19:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 513 | $43.35 Strike: $0.00 | $22,238.55 |
DisclosureSEC source: 0001209191-18-022810 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,890 Underlying: Common Stock · 513 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. 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 21, 2018 Filed Apr 3, 2018 19:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 59 | $43.35 Strike: $0.00 | $2,557.65 |
DisclosureSEC source: 0001209191-18-022810 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,949 Underlying: Common Stock · 59 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 31, 2017 Filed Jan 3, 2018 18:38 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 48 | $45.73 Strike: $0.00 | $2,195.04 |
DisclosureSEC source: 0001209191-18-000634 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,377 Underlying: Common Stock · 48 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 31, 2017 Filed Jan 3, 2018 18:38 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 486 | $45.73 Strike: $0.00 | $22,224.78 |
DisclosureSEC source: 0001209191-18-000634 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,329 Underlying: Common Stock · 486 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. 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, 2017 Filed Oct 3, 2017 13:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 44 | $48.26 Strike: $0.00 | $2,123.44 |
DisclosureSEC source: 0001209191-17-054803 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,842 Underlying: Common Stock · 44 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 |
| September 30, 2017 Filed Oct 3, 2017 13:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 495 | $48.26 Strike: $0.00 | $23,888.70 |
DisclosureSEC source: 0001209191-17-054803 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,798 Underlying: Common Stock · 495 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. 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 15:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 36 | $56.84 Strike: $0.00 | $2,046.24 |
DisclosureSEC source: 0001209191-17-042705 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,302 Underlying: Common Stock · 36 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 15:41 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 351 | $56.84 Strike: $0.00 | $19,950.84 |
DisclosureSEC source: 0001209191-17-042705 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,266 Underlying: Common Stock · 351 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. 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 14:44 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041554 · doc4.xml · nonDerivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,011 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 20:45 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 34 | $59.61 Strike: $0.00 | $2,026.74 |
DisclosureSEC source: 0001209191-17-024901 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,913 Underlying: Common Stock · 34 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 |
| March 31, 2017 Filed Apr 4, 2017 20:45 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 336 | $59.61 Strike: $0.00 | $20,028.96 |
DisclosureSEC source: 0001209191-17-024901 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,879 Underlying: Common Stock · 336 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. 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 04, 2017 Filed Jan 5, 2017 16:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionDirector Option to Buy · Derivative | 6,072 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001209191-17-001681 · doc4.xml · derivative · entry 3 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,072 shares Expires 2017-06-27 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 04, 2017 Filed Jan 5, 2017 16:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 6,072 | $55.91 | $339,485.52 |
DisclosureSEC source: 0001209191-17-001681 · doc4.xml · nonDerivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,291 F2 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $55.791 to $55.985. 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 04, 2017 Filed Jan 5, 2017 16:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 6,072 | $28.10 | $170,623.20 |
DisclosureSEC source: 0001209191-17-001681 · doc4.xml · nonDerivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,363 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 15:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 32 | $53.56 Strike: $0.00 | $1,713.92 |
DisclosureSEC source: 0001209191-17-000563 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,543 Underlying: Common Stock · 32 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 30, 2016 Filed Jan 4, 2017 15:32 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 373 | $53.56 Strike: $0.00 | $19,977.88 |
DisclosureSEC source: 0001209191-17-000563 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 Underlying: Common Stock · 373 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. 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, 2016 Filed Oct 3, 2016 21:24 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 38 | $44.69 Strike: $0.00 | $1,698.22 |
DisclosureSEC source: 0001209191-16-143693 · doc4.xml · derivative · entry 2 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,137 Underlying: Common Stock · 38 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 |
| September 30, 2016 Filed Oct 3, 2016 21:24 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 447 | $44.69 Strike: $0.00 | $19,976.43 |
DisclosureSEC source: 0001209191-16-143693 · doc4.xml · derivative · entry 1 MARZEC ROBERT J · CIK 0001191966 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,099 Underlying: Common Stock · 447 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. 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.