Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | Chief Legal Officer, Secretary | May 01, 2025 | May 05, 2025 |
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 May 01, 2025 · Filed May 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,344 |
Reported balance
After 2025-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-01 · Tax withholding · Disposed 676 · Balance 30,344 F1: Includes the aggregate number of shares withheld for tax liability. F2: Includes restricted stock awards 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 restricted stock awards 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 |
|---|---|---|---|---|---|---|
| May 01, 2025 Filed May 5, 2025 15:57 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 676 | $40.08 | $27,094.08 |
DisclosureSEC source: 0000006845-25-000084 · wk-form4_1746460661.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,344 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes restricted stock awards granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2025 Filed May 2, 2025 17:02 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,576 | $39.67 | $62,519.92 |
DisclosureSEC source: 0000006845-25-000072 · wk-form4_1746205314.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,020 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes restricted stock awards granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 21:28 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,994 | $45.61 | $90,946.34 |
DisclosureSEC source: 0000006845-25-000051 · wk-form4_1745530076.xml · nonDerivative · entry 3 Elliott Meghan Marie · CIK 0001813758 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,596 F4 · 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 21:28 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,034 | $45.61 | $183,990.74 |
DisclosureSEC source: 0000006845-25-000051 · wk-form4_1745530076.xml · nonDerivative · entry 2 Elliott Meghan Marie · CIK 0001813758 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,590 F3 · 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 21:28 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,946 | $45.61 | $271,197.06 |
DisclosureSEC source: 0000006845-25-000051 · wk-form4_1745530076.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Chief Legal Officer, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,556 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 |
| May 01, 2024 Filed May 3, 2024 19:59 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,193 | $62.53 | $262,188.29 |
DisclosureSEC source: 0000006845-24-000114 · wk-form4_1714766332.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,610 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 2, 2024 22:00 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,312 | $61.78 | $142,835.36 |
DisclosureSEC source: 0000006845-24-000098 · wk-form4_1714687194.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,417 F1 · shares: Includes the aggregate number of shares withheld for tax liability. F2 · balance_after: Includes restricted stock awards granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 19:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 5,000 | $61.45 | $307,250.00 |
DisclosureSEC source: 0000006845-24-000075 · wk-form4_1714074898.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,729 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $61.32 to $61.58. 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 |
| April 19, 2024 Filed Apr 23, 2024 21:37 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,434 | $57.95 | $141,050.30 |
DisclosureSEC source: 0000006845-24-000060 · wk-form4_1713908236.xml · nonDerivative · entry 2 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,729 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 |
| April 19, 2024 Filed Apr 23, 2024 21:37 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,186 | $57.95 | $300,528.70 |
DisclosureSEC source: 0000006845-24-000060 · wk-form4_1713908236.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,163 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 |
| July 11, 2023 Filed Jul 12, 2023 20:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 1,500 | $48.05 | $72,075.00 |
DisclosureSEC source: 0001209191-23-042071 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,977 F1 · price: The price reported is the weighted average purchase price for the transactions reported. The prices paid ranged from $48.04 to $48.07. 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. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:12 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 5,570 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-23-041281 · doc4.xml · derivative · entry 3 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Option (Right to Buy) · 5,570 shares Expires 2030-06-23 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. F3 · shares: In addition to shares exercised, 5,180 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 |
| June 30, 2023 Filed Jul 5, 2023 22:12 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 3,581 | $47.47 | $169,990.07 |
DisclosureSEC source: 0001209191-23-041281 · doc4.xml · nonDerivative · entry 2 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,477 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 |
| June 30, 2023 Filed Jul 5, 2023 22:12 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 5,570 | $23.04 | $128,332.80 |
DisclosureSEC source: 0001209191-23-041281 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,058 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 |
| June 01, 2023 Filed Jun 5, 2023 16:39 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,020 | $37.50 | $38,250.00 |
DisclosureSEC source: 0001209191-23-034154 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,488 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 20:49 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,001 | $42.56 | $42,602.56 |
DisclosureSEC source: 0001209191-23-026547 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,508 F1 · balance_after: Includes restricted stock awards granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:28 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,538 | $44.02 | $243,782.76 |
DisclosureSEC source: 0001209191-23-025184 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,509 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 |
| June 30, 2022 Filed Jul 5, 2022 20:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 8,411 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-22-040755 · doc4.xml · derivative · entry 3 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,750 Underlying: Option (Right to Buy) · 8,411 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. F3 · shares: In addition to shares exercised, 2,339 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. F4 · 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 20:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 6,002 | $39.22 | $235,398.44 |
DisclosureSEC source: 0001209191-22-040755 · doc4.xml · nonDerivative · entry 2 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,971 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 |
| June 30, 2022 Filed Jul 5, 2022 20:55 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 8,411 | $23.04 | $193,789.44 |
DisclosureSEC source: 0001209191-22-040755 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,973 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 |
| June 01, 2022 Filed Jun 2, 2022 19:03 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,020 | $42.06 | $42,901.20 |
DisclosureSEC source: 0001209191-22-033452 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,562 F1 · balance_after: Includes restricted stock awards granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2022 Filed May 3, 2022 21:13 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 564 | $44.00 | $24,816.00 |
DisclosureSEC source: 0001209191-22-026805 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,582 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 20:49 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 4,235 | $49.09 | $207,896.15 |
DisclosureSEC source: 0001209191-22-025398 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,146 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 |
| June 20, 2021 Filed Jun 22, 2021 16:35 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 459 | $36.74 | $16,863.66 |
DisclosureSEC source: 0001209191-21-042351 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,911 F1 · balance_after: Includes restricted stock awards under the 2019 Stock Incentive Plan. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 21:11 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,019 | $38.77 | $39,506.63 |
DisclosureSEC source: 0001209191-21-037313 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,370 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 14:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPerformance Share Units · Derivative | 2,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027914 · doc4.xml · derivative · entry 2 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 Underlying: Common Stock · 2,593 shares Expires 2024-04-20 F3 · derivative.exercise_price: Settled 1-for-1. F4 · derivative.exercise_date: The actual number of performance shares the reporting person will receive at the end of the performance period will be based on pre-determined corporate financial performance criteria. If the threshold level of performance is not met, no performance shares will be issued pursuant to the Performance Award Agreement. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 14:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027914 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,389 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on 4/30/2022, 4/30/2023 and 4/30/2024. F2 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 18:16 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantOption (Right to Buy) · Derivative | 21,500 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-20-040089 · doc4.xml · derivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,500 Underlying: Common Stock · 21,500 shares Expires 2030-06-30 F1 · derivative.exercise_date: Exercisable as to 50% on the second anniversary of date of grant, with the remaining 50% exercisable on the third anniversary of date of grant, subject to the terms of the stock option agreement. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 16:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 297 | $24.52 | $7,282.44 |
DisclosureSEC source: 0001209191-20-034916 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,203 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 19:13 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033434 · doc4.xml · nonDerivative · entry 1 Elliott Meghan Marie · CIK 0001813758 · Vice Pres, Gen Counsel, Secy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 F1 · shares: Shares vest over a three year vesting period with one-third of the shares vesting on each anniversary of the award. F2 · 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.