Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | EVP & CHRO | May 02, 2024 | May 06, 2024 |
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 02, 2024 · Filed May 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,369 |
Reported balance
After 2024-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-02 · Sale · Disposed 3,548 · Balance 30,369 F1: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $62.60 to $62.80. 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: Includes shares allocated under the Employee Stock Purchase Plan as of 5/1/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $62.60 to $62.80. 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: Includes shares allocated under the Employee Stock Purchase Plan as of 5/1/2024 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 |
|---|---|---|---|---|---|---|
| May 02, 2024 Filed May 6, 2024 20:25 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,548 | $62.67 | $222,353.16 |
DisclosureSEC source: 0000006845-24-000130 · wk-form4_1715027132.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,369 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices received ranged from $62.60 to $62.80. 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 allocated under the Employee Stock Purchase Plan as of 5/1/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 01, 2024 Filed May 3, 2024 19:57 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,392 | $62.53 | $212,101.76 |
DisclosureSEC source: 0000006845-24-000112 · wk-form4_1714766259.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,317 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 allocated under the Employee Stock Purchase Plan as of 5/1/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| May 01, 2024 Filed May 6, 2024 20:16 UTC Amendment | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,992 | $62.53 | $249,619.76 |
DisclosureSEC source: 0000006845-24-000126 · wk-form4a_1715026553.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,917 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 allocated under the Employee Stock Purchase Plan as of 5/1/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:57 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,746 | $61.78 | $169,647.88 |
DisclosureSEC source: 0000006845-24-000096 · wk-form4_1714687050.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,907 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 4/19/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 19:52 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,797 | $60.46 | $229,566.62 |
DisclosureSEC source: 0000006845-24-000073 · wk-form4_1714074722.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,653 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $60.36 to $60.66. 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 allocated under the Employee Stock Purchase Plan as of 4/19/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 21:33 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,997 | $57.95 | $173,676.15 |
DisclosureSEC source: 0000006845-24-000058 · wk-form4_1713908005.xml · nonDerivative · entry 2 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,450 F3 · 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 04/19/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 21:33 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,794 | $57.95 | $393,712.30 |
DisclosureSEC source: 0000006845-24-000058 · wk-form4_1713908005.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,447 F1 · shares: Performance share units awarded based upon pre-determined corporate financial performance criteria. F2 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 04/19/2024 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| September 28, 2023 Filed Oct 2, 2023 20:22 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 2,151 | $47.27 | $101,677.77 |
DisclosureSEC source: 0001209191-23-051069 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,332 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $47.31 to $47.20. 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 allocated under the Employee Stock Purchase Plan as of 10/02/2023 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 15:52 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 3,727 | $46.95 | $174,982.65 |
DisclosureSEC source: 0001209191-23-043034 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,314 F1 · price: The price reported is the weighted average sale price for the transactions reported. The prices sold ranged from $46.90 to $47.02. 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 |
| June 30, 2023 Filed Jul 5, 2023 22:07 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 11,426 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-23-041272 · doc4.xml · derivative · entry 3 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Option (Right to Buy) · 11,426 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, 10,624 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 22:07 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 7,699 | $47.47 | $365,471.53 |
DisclosureSEC source: 0001209191-23-041272 · doc4.xml · nonDerivative · entry 2 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,041 F2 · shares: Includes the aggregate number of shares withheld to pay the exercise price and for withholding taxes. F1 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 07/05/2023 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:07 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 11,426 | $23.04 | $263,255.04 |
DisclosureSEC source: 0001209191-23-041272 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,740 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 allocated under the Employee Stock Purchase Plan as of 07/05/2023 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:10 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 3,292 | $42.56 | $140,107.52 |
DisclosureSEC source: 0001209191-23-026582 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,199 F1 · balance_after: Includes shares allocated under the Employee Stock Purchase Plan as of 04/30/2023 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:19 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,237 | $44.02 | $274,552.74 |
DisclosureSEC source: 0001209191-23-025150 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,464 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 allocated under the Employee Stock Purchase Plan as of 04/20/2023 and shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 17,252 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-22-040732 · doc4.xml · derivative · entry 3 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,050 Underlying: Option (Right to Buy) · 17,252 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, 4,798 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 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 13,238 | $39.22 | $519,194.36 |
DisclosureSEC source: 0001209191-22-040732 · doc4.xml · nonDerivative · entry 2 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,921 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 20:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 17,252 | $23.04 | $397,486.08 |
DisclosureSEC source: 0001209191-22-040732 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,159 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 30, 2022 Filed May 3, 2022 21:12 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 3,120 | $44.00 | $137,280.00 |
DisclosureSEC source: 0001209191-22-026804 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,907 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 20:47 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 5,172 | $49.09 | $253,893.48 |
DisclosureSEC source: 0001209191-22-025396 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,027 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 |
| April 15, 2022 Filed Apr 19, 2022 19:49 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,492 | $46.02 | $68,661.84 |
DisclosureSEC source: 0001209191-22-024738 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,855 F1 · balance_after: Includes restricted stock awards under the 2009 Stock Incentive Plan and 2019 Stock Incentive Plan. Read SEC document |
| April 30, 2021 Filed May 4, 2021 16:16 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,128 | $35.13 | $74,756.64 |
DisclosureSEC source: 0001209191-21-029710 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,347 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 14:24 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 7,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027913 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,475 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 |
| April 15, 2021 Filed Apr 16, 2021 19:27 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,369 | $35.71 | $48,886.99 |
DisclosureSEC source: 0001209191-21-026933 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,002 F1 · 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 18:15 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantOption (Right to Buy) · Derivative | 44,100 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-20-040087 · doc4.xml · derivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,100 Underlying: Common Stock · 44,100 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 |
| April 23, 2020 Filed Apr 24, 2020 19:46 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-025586 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,371 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 |
| April 20, 2020 Filed Apr 22, 2021 14:24 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantPerformance Share Units · Derivative | 3,397 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027913 · doc4.xml · derivative · entry 2 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,397 Underlying: Common Stock · 3,397 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 15, 2020 Filed Apr 17, 2020 18:42 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,629 | $17.21 | $28,035.09 |
DisclosureSEC source: 0001209191-20-024766 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,371 F1 · shares: Vest in three equal annual installments beginning on the first anniversary date of grant. Read SEC document |
| April 15, 2020 Filed Dec 10, 2020 21:41 UTC Amendment | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,629 | $17.21 | $28,035.09 |
DisclosureSEC source: 0001209191-20-062721 · doc4a.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,371 F1 · shares: Vest in three equal annual installments beginning on the first anniversary date of grant. Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 20:06 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-024572 · doc4.xml · nonDerivative · entry 1 Dobler Curtis John · CIK 0001773645 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Vest in three equal annual installments beginning on the first anniversary date of grant. 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.