Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Chief Executive Officer | September 30, 2026 | October 03, 2026 |
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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,757 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 0 · Balance 10,757 F1: Settled 1-for-1. F2: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors. F3: 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. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 73,835 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 0 · Balance 73,835 F1: Settled 1-for-1. F4: Additional deferred restricted stock units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan. F5: The deferred restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan. The deferred restricted 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Settled 1-for-1.
F2: Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors.
F3: 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.
F4: Additional deferred restricted stock units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan.
F5: The deferred restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan. The deferred restricted 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.
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 |
|---|---|---|---|---|---|---|
| December 30, 2016 Filed Jan 4, 2017 15:33 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 175 | $53.56 Strike: $0.00 | $9,373.00 |
DisclosureSEC source: 0001209191-17-000564 · doc4.xml · derivative · entry 1 Nolan Donald A · CIK 0001331748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,206 Underlying: Common Stock · 175 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 21:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantRestricted Stock Units · Derivative | 9 | $44.69 Strike: $0.00 | $402.21 |
DisclosureSEC source: 0001209191-16-143694 · doc4.xml · derivative · entry 3 Nolan Donald A · CIK 0001331748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,370 Underlying: Common Stock · 9 shares Expires not disclosed F4 · security: The restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan. The units of restricted 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. F5 · kind: Units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan. F4 · derivative.exercise_date: The restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan. The units of restricted 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.expiration_date: The restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan. The units of restricted 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 21:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 13 | $44.69 Strike: $0.00 | $580.97 |
DisclosureSEC source: 0001209191-16-143694 · doc4.xml · derivative · entry 2 Nolan Donald A · CIK 0001331748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,030 Underlying: Common Stock · 13 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 21:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPhantom Stock Units · Derivative | 209 | $44.69 Strike: $0.00 | $9,340.21 |
DisclosureSEC source: 0001209191-16-143694 · doc4.xml · derivative · entry 1 Nolan Donald A · CIK 0001331748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,017 Underlying: Common Stock · 209 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.