Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | VP, General Counsel | April 30, 2026 | May 04, 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 April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,525 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Tax withholding · Disposed 180 · Balance 9,525 F1: Includes the aggregate number of shares withheld for tax liability. F2: Includes shares allocated under the Employee Stock Purchase Plan as of 5/4/26 and shares of restricted stock granted under the 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the aggregate number of shares withheld for tax liability.
F2: Includes shares allocated under the Employee Stock Purchase Plan as of 5/4/26 and shares of restricted stock granted under the 2019 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, 2026 Filed May 4, 2026 17:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 180 | $36.40 | $6,552.00 |
DisclosureSEC source: 0002117923-26-000008 · wk-form4_1777914227.xml · nonDerivative · entry 1 Welp Bryan Alan · CIK 0002117923 · VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,525 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 5/4/26 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 19:50 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,639 | $35.47 | $200,015.33 |
DisclosureSEC source: 0002117923-26-000006 · wk-form4_1777060229.xml · nonDerivative · entry 1 Welp Bryan Alan · CIK 0002117923 · VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,705 F1 · shares: Shares vest over a three-year vesting period with one-third of the shares vesting on 4/30/27, 4/30/28 and 4/30/29. F2 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 4/22/26. Read SEC document |
| February 02, 2026 Filed Mar 11, 2026 20:28 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 1,992 | $37.66 | $75,018.72 |
DisclosureSEC source: 0002117923-26-000004 · wk-form4_1773260910.xml · nonDerivative · entry 1 Welp Bryan Alan · CIK 0002117923 · VP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,032 F1 · shares: Shares vest over a two-year vesting period with one-half vesting on 2/2/27 and 2/2/28. F2 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 2/2/26. 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.