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 |
|---|---|---|---|---|---|---|
| April 23, 2020 Filed Apr 24, 2020 19:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025584 · 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: 42,082 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2021, 4/30/2022 and 4/30/2023. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| January 14, 2020 Filed Jan 16, 2020 20:43 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003630 · 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: 22,082 F1 · shares: Shares vest on the following vesting schedule: one-third of the shares vest on January 14, 2021, the second one-third of the shares vest on August 5, 2021 and the final one-third of the shares vest on August 5, 2022. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 14:33 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | PurchaseCommon Stock | 2,000 | $31.10 | $62,200.00 |
DisclosureSEC source: 0001209191-19-061862 · 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: 12,082 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan. Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:49 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 918 | $37.51 | $34,434.18 |
DisclosureSEC source: 0001209191-19-033679 · 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: 10,082 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan. Read SEC document |
| April 25, 2019 Filed Apr 26, 2019 17:05 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026103 · 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: 11,000 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2020, 4/30/2021 and 4/30/2022. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan. Read SEC document |
| May 29, 2018 Filed May 29, 2018 21:27 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033909 · 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: 6,000 F1 · shares: The Reporting Person received a restricted stock award of 6,000 shares that vests over a two year vesting period with one-half of the shares vesting on each anniversary of the award. 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.