APOGEE ENTERPRISES, INC. SEC Filings

APOGEE ENTERPRISES, INC. reports initial insider holdings for officer Ede Christopher Willliam, President, Architectural Glass. He directly beneficially owns 16,168 shares of Common Stock as of July 6, 2026, including shares allocated under the Employee Stock Purchase Plan and restricted stock granted under the 2019 Stock Incentive Plan.

Dimensional Fund Advisors LP, a Delaware limited partnership and registered investment adviser, reports beneficial ownership of 1,153,822 shares of Apogee Enterprises Inc common stock in a Schedule 13G dated 06/30/2026. This position represents 5.5% of the outstanding common stock.

Dimensional has sole voting power over 1,128,314 shares and sole dispositive power over 1,153,822 shares, with no shared voting or dispositive power. The shares are owned by underlying investment funds and accounts it advises or manages, which have rights to dividends and sale proceeds. Dimensional states that, to its knowledge, no individual fund holds more than 5% of the class and it disclaims beneficial ownership of the securities beyond Section 13(d) reporting purposes.

Alvord Christina M reported acquisition or exercise transactions in this Form 4 filing.

APOGEE ENTERPRISES director Christina M. Alvord reported a routine equity compensation transaction. She received 63 deferred restricted stock units, each tied 1-for-1 to shares of common stock, as a grant under the 2019 Non-Employee Director Stock Plan, including units from a dividend equivalent reinvestment feature.

These deferred restricted stock units will be settled in common shares after she leaves the Board or upon other events specified in the plan. Following this award, she holds 13,343 deferred restricted stock units directly, reflecting ongoing non-cash, stock-based compensation rather than an open‑market purchase or sale.

Lilly Elizabeth Murphy reported acquisition or exercise transactions in this Form 4 filing.

APOGEE ENTERPRISES, INC. director Elizabeth Murphy received a grant of 41 Deferred Restricted Stock Units as compensation. These units were allocated under the 2019 Non-Employee Director Stock Plan and are settled 1-for-1 in common stock.

After this award, Murphy holds 9,682 deferred restricted stock units tied to Apogee common shares. The units will generally be settled in stock following her termination from the Board or upon other events specified in the plan, and include additional units from a dividend equivalent reinvestment feature.

POMPA MARK A reported acquisition or exercise transactions in this Form 4 filing.

APOGEE ENTERPRISES, INC. director Mark A. Pompa received routine equity-based compensation in the form of derivative awards. He was granted 147 deferred restricted stock units and 60 phantom stock units, each tied 1-for-1 to shares of common stock at a reference price of $45.74 per unit.

Following these grants, Pompa holds 27,728 deferred restricted stock units and 10,135 phantom stock units. Both types of units were allocated under the company’s non-employee director compensation and stock plans and will be settled in common shares after his Board service ends or upon other plan-specified events.

APOGEE ENTERPRISES, INC. Chief Executive Officer Donald A. Nolan reported routine equity-based compensation awards tied to company stock. On June 30, 2026, he acquired 430 Deferred Restricted Stock Units and 62 Phantom Stock Units, each referenced at $45.74 per unit and settled 1-for-1 in common shares.

These units were credited under existing company plans through dividend equivalent reinvestment features and will be settled in common stock after service ends or other plan-specified events. Following these awards, Nolan holds 73,275 Deferred Restricted Stock Units and 10,675 Phantom Stock Units.

Apogee Enterprises, Inc. has completed its acquisition of Keller Companies, Inc. and its subsidiaries, including Kalwall Corporation and Structures Unlimited, Inc. The deal includes $105 million in cash paid at closing, plus up to $10 million in contingent consideration tied to Kalwall’s future financial performance.

Apogee funded the purchase with available cash and borrowings under its existing revolving credit facility. Management describes Kalwall as a long-established U.S. manufacturer of high-performance translucent daylighting solutions, noting that the acquisition is an important step in advancing Apogee’s strategy and strengthening its position in architectural end markets.

Apogee Enterprises reported first-quarter fiscal 2027 net sales of $342.7M, down slightly year over year, but swung to net earnings of $11.5M from a $2.7M loss. Gross margin improved to 21.9% and operating margin to 5.5%, helped by cost savings from Project Fortify Phase 2.

Adjusted EBITDA was $32.1M with a 9.4% margin, modestly below last year. The company agreed to acquire Keller Companies for about $105M in cash plus up to $10M in earn-out, to be folded into the Architectural Glass segment. Architectural Services backlog reached $734.5M, while Apogee repurchased 269,500 shares for $9.7M and paid dividends of $0.27 per share.

Apogee Enterprises, Inc. reported the results of its Annual Meeting of Shareholders held on June 24, 2026. Shareholders re-elected Donald A. Nolan and Patricia K. Wagner as directors. They approved an advisory resolution on executive compensation and ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending February 27, 2027.

Shareholders also approved an amendment to the 2019 Stock Incentive Plan, increasing shares authorized for awards from 2,150,000 to 2,950,000, which expands the company’s capacity to grant equity-based compensation.