Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APOGEE ENTERPRISES, INC.APOG · Entity 5131 | President, Large Scale Optical | May 01, 2024 | May 03, 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 01, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,076 |
Reported balance
After 2024-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-01 · Grant · Acquired 3,953 · Balance 24,076 F1: 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: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 25,499 |
Reported balance
Holding disclosure · report date 2024-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,499 F3: The reporting person gifted these shares to a trust for the benefit of themselves, with their spouse as a contingent beneficiary. The reporting person is the sole trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan.
F3: The reporting person gifted these shares to a trust for the benefit of themselves, with their spouse as a contingent beneficiary. The reporting person is the sole trustee of the trust.
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, 2024 Filed May 3, 2024 19:54 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 3,953 | $62.53 | $247,181.09 |
DisclosureSEC source: 0000006845-24-000110 · wk-form4_1714766058.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,076 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 21:48 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 1,710 | $61.78 | $105,643.80 |
DisclosureSEC source: 0000006845-24-000094 · wk-form4_1714686474.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,123 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 21:27 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 2,013 | $57.95 | $116,653.35 |
DisclosureSEC source: 0000006845-24-000056 · wk-form4_1713907646.xml · nonDerivative · entry 2 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,833 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 21:27 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GrantCommon Stock | 6,742 | $57.95 | $390,698.90 |
DisclosureSEC source: 0000006845-24-000056 · wk-form4_1713907646.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,846 F1 · shares: Performance share units awarded based upon pre-determined financial performance criteria. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| September 20, 2023 Filed Sep 21, 2023 21:12 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 25,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050308 · doc4.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,104 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves, with their spouse as a contingent beneficiary. The reporting person is the sole trustee of the trust. F2 · balance_after: Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 18:38 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | SaleCommon Stock | 14,500 | $47.42 | $687,590.00 |
DisclosureSEC source: 0001209191-23-042873 · doc4.xml · nonDerivative · entry 3 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust Disclosed balance after: 0 Read SEC document |
| July 14, 2023 Filed Jul 20, 2023 18:38 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | GiftCommon Stock | 14,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-042873 · doc4.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,603 F1 · kind: The reporting person gifted these shares to a trust for the benefit of themselves, with their spouse as a contingent beneficiary. The reporting person is the sole trustee of the trust. 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 22:04 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionOption (Right to Buy) · Derivative | 11,245 | $0.00 Strike: $23.04 | $0.00 |
DisclosureSEC source: 0001209191-23-041270 · doc4.xml · derivative · entry 3 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Option (Right to Buy) · 11,245 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, 10,455 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 22:04 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Tax withholdingCommon Stock | 7,154 | $47.47 | $339,600.38 |
DisclosureSEC source: 0001209191-23-041270 · doc4.xml · nonDerivative · entry 2 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,103 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 22:04 UTC | APOGEE ENTERPRISES, INC. APOG · Entity 5131 | Exercise / conversionCommon Stock | 11,245 | $23.04 | $259,084.80 |
DisclosureSEC source: 0001209191-23-041270 · doc4.xml · nonDerivative · entry 1 Boyce Jane Marie · CIK 0001983033 · President, Large Scale Optical 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,257 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.