Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | President, Architectural Glass | April 30, 2026 | May 04, 2026 |
| Accelevation Holdings Corp.ACCV · Entity 87618 | Chief Operating Officer | October 01, 2026 | October 06, 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 | 51,790 |
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 2,806 · Balance 51,790 F1: Includes the aggregate number of shares withheld for tax liability. F2: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 66 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 66 F3: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the aggregate number of shares withheld for tax liability.
F2: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan.
F3: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust.
Accelevation Holdings Corp.
Report date October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 304,068 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 301,568 · Balance 301,568 F1: Consists of 301,568 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting, subject to continued service through the applicable vesting date. Row 2 · 2026-10-01 · Purchase · Acquired 2,500 · Balance 304,068 F2: Reflects shares of Class A common stock purchased pursuant to a directed share program in connection with the Issuer's initial public offering. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of 301,568 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting, subject to continued service through the applicable vesting date.
F2: Reflects shares of Class A common stock purchased pursuant to a directed share program in connection with the Issuer's initial public offering.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 6, 2026 01:27 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | PurchaseClass A Common Stock | 2,500 | $18.00 | $45,000.00 |
DisclosureSEC source: 0001628280-26-065154 · wk-form4_1791250043.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,068 F2 · kind: Reflects shares of Class A common stock purchased pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| October 01, 2026 Filed Oct 6, 2026 01:27 UTC | Accelevation Holdings Corp. ACCV · Entity 87618 | GrantClass A Common Stock | 301,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065154 · wk-form4_1791250043.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,568 F1 · shares: Consists of 301,568 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A common stock upon vesting, subject to continued service through the applicable vesting date. Read SEC document |
| April 30, 2026 Filed May 4, 2026 17:04 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,806 | $36.40 | $102,138.40 |
DisclosureSEC source: 0001741720-26-000006 · wk-form4_1777914279.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,790 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 19:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,315 | $35.47 | $46,643.05 |
DisclosureSEC source: 0001741720-26-000004 · wk-form4_1777060546.xml · nonDerivative · entry 4 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,596 F5 · shares: Includes the aggregate number of shares withheld to pay for withholding taxes. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 19:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,527 | $35.47 | $89,632.69 |
DisclosureSEC source: 0001741720-26-000004 · wk-form4_1777060546.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,911 F4 · shares: Performance share units awarded based upon pre-determined corporate financial performance criteria. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2026 Filed Apr 24, 2026 19:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 8,067 | $35.47 | $286,136.49 |
DisclosureSEC source: 0001741720-26-000004 · wk-form4_1777060546.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,384 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 of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 21:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 16,882 | $35.54 | $599,986.28 |
DisclosureSEC source: 0001741720-26-000002 · wk-form4_1768597409.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,317 F1 · shares: Shares vest over a two-year vesting period with one-half of the shares vesting on 1/14/27 and 1/14/28. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 19:15 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 542 | $38.00 | $20,596.00 |
DisclosureSEC source: 0001741720-25-000004 · wk-form4_1761074107.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,435 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 01, 2025 Filed May 5, 2025 15:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 716 | $40.08 | $28,697.28 |
DisclosureSEC source: 0000006845-25-000086 · wk-form4_1746460771.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,977 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:04 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,858 | $39.67 | $73,706.86 |
DisclosureSEC source: 0000006845-25-000074 · wk-form4_1746205463.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,693 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,609 | $45.61 | $118,996.49 |
DisclosureSEC source: 0000006845-25-000053 · wk-form4_1745530152.xml · nonDerivative · entry 4 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,551 F5 · shares: Includes the aggregate number of shares withheld to pay for withholding taxes. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,206 | $45.61 | $237,445.66 |
DisclosureSEC source: 0000006845-25-000053 · wk-form4_1745530152.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,160 F4 · shares: Performance share units awarded based upon pre-determined corporate financial performance criteria. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:29 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,091 | $45.61 | $277,810.51 |
DisclosureSEC source: 0000006845-25-000053 · wk-form4_1745530152.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,954 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2026, 4/30/2027 and 4/30/2028. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| October 18, 2024 Filed Oct 22, 2024 20:15 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 542 | $78.85 | $42,736.70 |
DisclosureSEC source: 0000006845-24-000258 · wk-form4_1729628142.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,863 F1 · shares: Shares vest over a two year vesting period with one-half of the shares vesting on each of 10/18/2024 and 10/18/2025. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 16, 2024 Filed Jul 17, 2024 17:34 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 5,000 | $64.34 | $321,700.00 |
DisclosureSEC source: 0000006845-24-000224 · wk-form4_1721237683.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,405 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $64.16 to $64.52. 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 of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:01 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,366 | $62.53 | $273,005.98 |
DisclosureSEC source: 0000006845-24-000116 · wk-form4_1714766438.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,405 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 5/1/2025, 4/30/2026 and 4/30/2027. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2024 Filed May 1, 2024 17:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 7,500 | $61.79 | $463,425.00 |
DisclosureSEC source: 0000006845-24-000092 · wk-form4_1714582835.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 66 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $61.73 to $61.98. 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, 2024 Filed May 2, 2024 22:02 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 3,288 | $61.78 | $203,132.64 |
DisclosureSEC source: 0000006845-24-000100 · wk-form4_1714687328.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,039 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 21:40 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 3,602 | $57.95 | $208,735.90 |
DisclosureSEC source: 0000006845-24-000062 · wk-form4_1713908405.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,327 F3 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 21:40 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 7,260 | $57.95 | $420,717.00 |
DisclosureSEC source: 0000006845-24-000062 · wk-form4_1713908405.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,929 F1 · shares: Performance share units awarded based upon pre-determined corporate financial performance criteria. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| October 18, 2023 Filed Feb 9, 2024 21:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 2,200 | $43.43 | $95,546.00 |
DisclosureSEC source: 0000006845-24-000031 · wk-form4_1707512758.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, Architectural Glass 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,669 F1 · shares: Shares vest over a two year vesting period with one-half of the shares vesting on each of 10/18/2024 and 10/18/2025. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 16:23 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,250 | $48.72 | $158,340.00 |
DisclosureSEC source: 0001209191-23-042255 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,566 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $48.69 to $48.75. 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 |
| July 03, 2023 Filed Jul 6, 2023 19:17 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 12,133 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-23-041493 · doc4.xml · derivative · entry 4 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Option (Right to Buy) · 12,133 shares Expires 2030-06-30 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 · shares: In addition to shares exercised, 11,367 shares were forfeited as a result of the limit on the "total allowable compensatory gain" pursuant to Section 5 of the stock option award agreement. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 19:17 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 8,956 | $47.56 | $425,947.36 |
DisclosureSEC source: 0001209191-23-041493 · doc4.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,469 F2 · shares: Includes the aggregate number of shares withheld to pay the exercise price and for withholding taxes. F1 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 19:17 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 12,133 | $23.04 | $279,544.32 |
DisclosureSEC source: 0001209191-23-041493 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,425 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 of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 28, 2023 Filed May 2, 2023 20:56 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 5,511 | $42.56 | $234,548.16 |
DisclosureSEC source: 0001209191-23-026554 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,292 F1 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,642 | $44.02 | $292,380.84 |
DisclosureSEC source: 0001209191-23-025199 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,803 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2024, 4/30/2025 and 4/30/2026. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| January 09, 2023 Filed Jan 11, 2023 17:54 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 4,500 | $45.36 | $204,120.00 |
DisclosureSEC source: 0001209191-23-002941 · doc4.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 10,816 F3 · price: The price reported is the weighted average purchase price for the transactions reported. The prices paid ranged from $45.36 to $45.41. 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 purchased at each price within the range. Read SEC document |
| August 29, 2022 Filed Jan 11, 2023 17:54 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002941 · doc4.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 15,316 F1 · kind: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F1 · balance_after: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. Read SEC document |
| August 29, 2022 Filed Jan 11, 2023 17:54 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 1,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-002941 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,161 F1 · kind: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:45 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,606 | $41.47 | $66,600.82 |
DisclosureSEC source: 0001209191-22-045029 · doc4.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,888 F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 15, 2022 Filed Aug 9, 2022 20:45 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 2,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045029 · doc4.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust Disclosed balance after: 13,589 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F1 · balance_after: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. Read SEC document |
| July 15, 2022 Filed Aug 9, 2022 20:45 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 2,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045029 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,494 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 11, 2022 Filed Jul 12, 2022 21:36 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 1,313 | $37.88 | $49,736.44 |
DisclosureSEC source: 0001209191-22-041952 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,111 F1 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. The reporting person's direct holdings in the Form 4 filed on July 5, 2022 for the transaction occurring on June 30, 2022 overstated his direct holdings by 10,792 shares. The amount of direct holdings in the current Form 4 corrects the overstatement and shows his true direct ownership. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 18,387 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-22-040805 · doc4.xml · derivative · entry 5 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,500 Underlying: Options (Right to Buy) · 18,387 shares Expires 2030-06-30 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 · shares: In addition to shares exercised, 5,113 shares were forfeited as a result of the limit on the "total allowable compensatory gain" pursuant to Section 5 of the stock option award agreement. F5 · balance_after: The remaining shares underlying the option vest and become exercisable on June 30, 2023. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 14,457 | $39.22 | $567,003.54 |
DisclosureSEC source: 0001209191-22-040805 · doc4.xml · nonDerivative · entry 4 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,396 F3 · shares: Includes the aggregate number of shares withheld to pay the exercise price and for withholding taxes. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 18,387 | $23.04 | $423,636.48 |
DisclosureSEC source: 0001209191-22-040805 · doc4.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,853 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 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 19, 2022 Filed Jul 5, 2022 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 5,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040805 · doc4.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,972 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F1 · balance_after: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. Read SEC document |
| May 19, 2022 Filed Jul 5, 2022 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 5,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040805 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,494 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. Read SEC document |
| April 30, 2022 Filed May 3, 2022 21:16 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 5,414 | $44.00 | $238,216.00 |
DisclosureSEC source: 0001209191-22-026809 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,317 F1 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 20:51 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,686 | $49.09 | $230,035.74 |
DisclosureSEC source: 0001209191-22-025400 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,731 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2023, 4/30/2024 and 4/30/2025. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 19:05 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 2,500 | $48.86 | $122,150.00 |
DisclosureSEC source: 0001209191-22-003971 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,194 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| September 28, 2021 Filed Sep 28, 2021 17:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 1,800 | $39.96 | $71,928.00 |
DisclosureSEC source: 0001209191-21-057887 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,694 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| September 03, 2021 Filed Apr 4, 2022 15:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022175 · doc5.xml · nonDerivative · entry 4 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 5,149 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F3 · balance_after: The number of shares held by the trust reported herein reflect the gifts reported on this Form 5, minus previously reported sales on September 28, 2021 and January 18, 2022, which were originally reported as sales of directly owned shares. Read SEC document |
| September 03, 2021 Filed Apr 4, 2022 15:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022175 · doc5.xml · nonDerivative · entry 2 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,045 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and the 2019 Stock Incentive Plan. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 17:19 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,606 | $39.60 | $63,597.60 |
DisclosureSEC source: 0001209191-21-050322 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,494 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| June 16, 2021 Filed Apr 4, 2022 15:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 7,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022175 · doc5.xml · nonDerivative · entry 3 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 7,221 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. Read SEC document |
| June 16, 2021 Filed Apr 4, 2022 15:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 7,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-022175 · doc5.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,773 F1 · shares: The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and the 2019 Stock Incentive Plan. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 17:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 918 | $20.65 | $18,956.70 |
DisclosureSEC source: 0001209191-20-033400 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · President, AFS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,669 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:16 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 495 | $20.44 | $10,117.80 |
DisclosureSEC source: 0001209191-20-026580 · doc4.xml · nonDerivative · entry 1 Jewell Brent C · CIK 0001741720 · Sr VP Business Dev & Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,587 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 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.