Apogee Therapeutics (APGE) CFO makes bona fide gift of 15,000 shares

Rhea-AI Filing Summary

Apogee Therapeutics Chief Financial Officer Jane Henderson reported a bona fide gift of 15,000 shares of common stock to a donor-advised fund. After this transfer, she directly holds 158,371 shares. The transaction was reported as not made under a Rule 10b5-1 plan.

Insider Trade Summary

Net Seller: 15,000 shares

Net Sell 1 txn

Insider Henderson Jane

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Gift	Common Stock F1	15,000	$0.00	$0.00

Holdings After Transaction: Common Stock — 158,371 shares (Direct)

Footnotes (1)

1. F1. This transaction involves a bona fide gift of securities from the reporting person to a donor advised fund.

Key Figures

Shares gifted: 15,000 shares Price per share: $0.0000 Shares held after transaction: 158,371 shares +2 more

5 metrics

Shares gifted 15,000 shares Common stock transferred as a bona fide gift on 2026-07-24

Price per share $0.0000 Reported transaction price per share for the gifted common stock

Shares held after transaction 158,371 shares Direct holdings following the 15,000-share gift on 2026-07-24

Gift transactions 1 Number of bona fide gift transactions reported in this Form 4

Total shares gifted 15,000 shares Aggregate shares categorized as a bona fide gift in the filing

Key Terms

bona fide gift, donor advised fund, Rule 10b5-1 plan

3 terms

bona fide gift financial

"This transaction involves a bona fide gift of securities from the reporting person"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

donor advised fund financial

"a bona fide gift of securities from the reporting person to a donor advised fund"

A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.

Rule 10b5-1 plan regulatory

"The transaction was reported as not made under a Rule 10b5-1 plan"

A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/24/2026 - 08:00 PM Accepted by SEC EDGAR 07/24/2026 - 08:00 PM Learn about SEC filing dates

FAQ

What insider transaction did Apogee Therapeutics (APGE) report in this Form 4?

Apogee Therapeutics reported that CFO Jane Henderson made a bona fide gift of 15,000 common shares. The shares were transferred to a donor-advised fund, and following the gift she directly holds 158,371 shares of Apogee Therapeutics common stock.

How many Apogee Therapeutics (APGE) shares did CFO Jane Henderson gift?

Jane Henderson gifted 15,000 shares of Apogee Therapeutics common stock. The filing characterizes this as a bona fide gift of securities to a donor-advised fund, with no per-share sale price reported beyond a stated value of $0.0000 per share.

What is Jane Henderson’s remaining Apogee Therapeutics (APGE) stake after the gift?

Following the reported gift, Jane Henderson directly holds 158,371 shares of Apogee Therapeutics common stock. This post-transaction amount is disclosed in the Form 4 as her direct ownership position after transferring 15,000 shares to a donor-advised fund.

Was the Apogee Therapeutics (APGE) stock gift made under a Rule 10b5-1 trading plan?

The transaction was reported as not made under a Rule 10b5-1 plan. The Form 4’s Rule 10b5-1 checkbox is not affirmed, indicating the bona fide gift of 15,000 shares was not executed pursuant to a pre-arranged trading plan.

To whom were the Apogee Therapeutics (APGE) shares gifted by Jane Henderson?

According to the footnote, the transaction is a bona fide gift of securities from the reporting person to a donor-advised fund. This means the 15,000 shares of Apogee Therapeutics common stock were transferred to that charitable giving vehicle.

What does the term "bona fide gift" signify in the Apogee Therapeutics (APGE) filing?

The Form 4 describes the transaction as a bona fide gift of securities from Jane Henderson to a donor-advised fund. This language indicates the shares were transferred as a gift, not recorded as a purchase or sale transaction, and were coded as a gift (code G).

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Henderson Jane

(Last) (First) (Middle)

C/O APOGEE THERAPEUTICS, INC.

1 LETTERMAN DRIVE, BUILDING B

(Street)

SAN FRANCISCO CALIFORNIA 94129

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Apogee Therapeutics, Inc. [ APGE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/24/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/24/2026		G(1)		15,000	D	$0.00	158,371	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction involves a bona fide gift of securities from the reporting person to a donor advised fund.

	/s/ Matthew Batters, as attorney-in-fact for Jane Pritchett Henderson	07/24/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)