Apogee Entr SEC Filings

Apogee Enterprises, Inc. (APOG) disclosed an insider transaction by Brent C. Jewell, President, Architectural Glass. On 10/17/2025, a Form 4 reports a Code F transaction in which 542 shares of common stock were withheld to satisfy tax liabilities at a reported price of $38 per share.

Following this withholding, Jewell directly beneficially owns 28,435 shares. The filing notes this total includes shares of restricted stock granted under the company’s 2019 Stock Incentive Plan.

Apogee Enterprises (APOG) reported insider buying by Matthew S. Christian, President, Architectural Services. On 10/17/2025, he acquired 3,047 shares of common stock at $38 and separately acquired 2,632 shares at $38, both held directly.

After the first transaction, beneficial ownership was 12,644 shares, and after the second it was 15,276 shares. The reported holdings include shares allocated under the Employee Stock Purchase Plan as of 9/11/2025 and shares of restricted stock granted under the 2019 Stock Incentive Plan.

Apogee Enterprises (APOG) insider activity: The company’s Pres, Architectural Services reported acquiring 8,553 shares of common stock on 10/17/2025 at $38 per share. Following the transaction, direct beneficial ownership stands at 48,521 shares.

The reported acquisition amount includes the aggregate number of shares withheld for tax liability. The reported beneficial holdings include shares allocated under the Employee Stock Purchase Plan as of 10/17/25 and shares of restricted stock granted under the 2019 Stock Incentive Plan.

Apogee Enterprises reported mixed first-half fiscal 2026 results following the acquisition of UW Solutions. Consolidated net sales rose 4.6% to $704.8M, driven by $46.6M of inorganic sales from UW Solutions and higher Architectural Services volume. Gross margin contracted to 22.4% from 29.1% due to lower price and volume, unfavorable mix, higher materials, tariffs, health insurance and restructuring charges. Operating income fell to $33.8M (margin 4.8%) and adjusted EBITDA declined to $78.8M (margin 11.2%).

The company completed Project Fortify with $16.7M of prior charges and launched Phase 2 expecting $24M–$26M of pre-tax charges and annualized pre-tax cost savings of approximately $13M–$15M, substantially complete by the end of Q4 fiscal 2026. It drew $250M on a delayed draw term loan for the UW Solutions acquisition and had total term and revolver outstanding of $270M at August 30, 2025, while remaining in compliance with covenant ratios. The company recorded a litigation-related expense of $9.4M in Q4 fiscal 2025 net of reserves and insurance.

Apogee Enterprises director Lloyd E. Johnson reported receiving 129 deferred restricted stock units (RSUs) on 09/30/2025 under the company's Non-Employee Director Stock Plans. The RSUs were allocated pursuant to a dividend-equivalent reinvestment feature and will settle 1-for-1 into shares of common stock upon the director's board departure or other plan-specified events. The filing shows a reported grant price of $43.57 per share for record purposes and that Mr. Johnson beneficially owns 21,837 shares following the transaction. The Form 4 was signed by an attorney-in-fact on 10/02/2025.

Christina M. Alvord, a director of Apogee Enterprises, Inc. (APOG), reported receiving 61 deferred restricted stock units (RSUs) on 09/30/2025 under the 2019 Non-Employee Director Stock Plan. The RSUs were awarded via a dividend equivalent reinvestment feature and settle 1-for-1 into common shares. Following this transaction, the reporting person beneficially owns 10,381 shares of common stock. The RSUs will be converted into shares upon the director's termination from the Board or other plan-specified events, per the plan's terms.

Apogee Enterprises director Donald A. Nolan received deferred equity awards on 09/30/2025: 62 phantom stock units and 179 deferred restricted stock units. Each unit is settled 1‑for‑1 into common stock and is shown at a per‑share value of $43.57. After these allocations, the reporting table lists 10,453 phantom stock units and 30,195 deferred restricted stock units beneficially owned by Mr. Nolan in direct form. The phantom units were granted under the Deferred Compensation Plan for Non‑Employee Directors and the deferred restricted stock units under the 2009 and 2019 Non‑Employee Director Stock Plans; both will convert to common shares upon events specified in those plans, such as the director’s termination from the board.

Mark A. Pompa, a director of Apogee Enterprises, Inc. (APOG), reported awards on 09/30/2025 of 59 phantom stock units and 145 deferred restricted stock units. Both classes are settled 1-for-1 into common stock and were increased by dividend-equivalent reinvestment credits. The filing shows 9,924 phantom stock units and 24,467 deferred restricted stock units owned following the transactions. The phantom units were granted under the Deferred Compensation Plan for Non-Employee Directors; the deferred restricted stock units were granted under the 2009 and 2019 Non-Employee Director Stock Plans. The form was signed on behalf of Mr. Pompa by an attorney-in-fact on 10/02/2025.