Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | SVP Ops & Supply Chain Mgmt | April 27, 2017 | May 01, 2017 |
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 April 27, 2017 · Filed May 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,478 |
Reported balance
After 2017-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-27 · Grant · Acquired 1,500 · Balance 18,478 F1: 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: Includes restricted stock awards under the 2009 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | Direct | 18,058 |
Reported balance
After 2017-04-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-04-29 · Tax withholding · Disposed 420 · Balance 18,058 |
| Common StockSEC Table I · non-derivative | Direct | 17,436 |
Reported balance
After 2017-04-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-04-30 · Tax withholding · Disposed 622 · Balance 17,436 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes restricted stock awards under the 2009 Stock Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| April 30, 2017 Filed May 1, 2017 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 622 | $54.50 | $33,899.00 |
DisclosureSEC source: 0001209191-17-028982 · doc4.xml · nonDerivative · entry 3 Klein John Alfred · CIK 0001548441 · SVP Ops & Supply Chain Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 Read SEC document |
| April 29, 2017 Filed May 1, 2017 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 420 | $54.50 | $22,890.00 |
DisclosureSEC source: 0001209191-17-028982 · doc4.xml · nonDerivative · entry 2 Klein John Alfred · CIK 0001548441 · SVP Ops & Supply Chain Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,058 Read SEC document |
| April 27, 2017 Filed May 1, 2017 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-028982 · doc4.xml · nonDerivative · entry 1 Klein John Alfred · CIK 0001548441 · SVP Ops & Supply Chain Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,478 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 restricted stock awards under the 2009 Stock Incentive Plan. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 15:53 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 5,000 | $57.18 | $285,895.00 |
DisclosureSEC source: 0001209191-17-007406 · doc4.xml · nonDerivative · entry 1 Klein John Alfred · CIK 0001548441 · SVP Ops & Supply Chain Mgmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,978 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $56.81 to $57.64. 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 restricted stock awards under the 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.