Apogee (APOG) VP and General Counsel reports 180-share tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
APOGEE ENTERPRISES, INC. VP and General Counsel Bryan Alan Welp reported a tax-related share disposition. On this Form 4, 180 shares of common stock were withheld at $36.40 per share to satisfy tax liability associated with equity compensation, rather than sold on the open market.
Following this withholding, Welp directly holds 9,525 shares of common stock. This figure includes shares allocated under the Employee Stock Purchase Plan as of May 4, 2026 and shares of restricted stock granted under the 2019 Stock Incentive Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Welp Bryan Alan
Role
VP, General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 180 | $36.40 | $7K |
Holdings After Transaction:
Common Stock — 9,525 shares (Direct, null)
Footnotes (1)
- Includes the aggregate number of shares withheld for tax liability. Includes shares allocated under the Employee Stock Purchase Plan as of 5/4/26 and shares of restricted stock granted under the 2019 Stock Incentive Plan.
Key Figures
Shares withheld for taxes: 180 shares
Per-share tax value: $36.40 per share
Shares held after transaction: 9,525 shares
3 metrics
Shares withheld for taxes
180 shares
Tax-withholding disposition of common stock
Per-share tax value
$36.40 per share
Value used for tax-withholding disposition
Shares held after transaction
9,525 shares
Direct common stock holdings following withholding
Key Terms
tax-withholding disposition, Employee Stock Purchase Plan, restricted stock, 2019 Stock Incentive Plan
4 terms
tax-withholding disposition financial
"reported a tax-related share disposition. On this Form 4, 180 shares of common stock were withheld"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Employee Stock Purchase Plan financial
"includes shares allocated under the Employee Stock Purchase Plan as of May 4, 2026"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
restricted stock financial
"and shares of restricted stock granted under the 2019 Stock Incentive Plan"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
2019 Stock Incentive Plan financial
"restricted stock granted under the 2019 Stock Incentive Plan"
FAQ
What insider transaction did APOG executive Bryan Welp report on this Form 4 for Apogee Enterprises (APOG)?
Bryan Welp reported a tax-withholding disposition of 180 shares of Apogee Enterprises common stock. The shares were withheld at $36.40 each to cover tax liabilities from equity compensation, not sold in an open-market transaction.
What plans are referenced in Bryan Welp’s Apogee Enterprises (APOG) holdings disclosure?
His reported 9,525 APOG shares include allocations under the Employee Stock Purchase Plan as of May 4, 2026, plus restricted stock granted under the 2019 Stock Incentive Plan. These plan-based holdings are part of his total direct ownership after the transaction.