Apogee Board Member Reduces Holdings While Maintaining Significant Position
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Form 4 Filing Details: Director Frank Heard of Apogee Enterprises (APOG) reported two transactions of common stock dispositions on June 25, 2025:
- First disposition: 347 shares at $38.93 per share
- Second disposition: 545 shares at $38.93 per share
Following these transactions, Heard's beneficial ownership stands at 9,290 shares of common stock. The holdings include a combination of restricted stock units (1,262 RSUs) and direct common stock ownership. Both transactions were coded as "F" which typically indicates payment of exercise price or tax withholding by delivering or withholding securities.
The filing was submitted by Attorney-in-Fact Meghan M. Elliott on June 27, 2025, and confirms Heard's position as a Director without any 10% ownership stake in the company.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Heard Frank
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 347 | $38.93 | $14K |
| Tax Withholding | Common Stock | 545 | $38.93 | $21K |
Holdings After Transaction:
Common Stock — 9,835 shares (Direct)
Footnotes (1)
- The total reported in Column 5 includes 1,262 restricted stock units and 8,573 shares of common stock. The total reported in Column 5 includes 9,290 shares of common stock.
FAQ
What insider trading activity occurred at APOG on June 25, 2025?
Director Frank Heard disposed of a total of 892 shares of APOG common stock on June 25, 2025. Specifically, he disposed of 347 shares and 545 shares in two separate transactions, both at a price of $38.93 per share.
What type of ownership does Frank Heard have in APOG stock?
Frank Heard maintains Direct (D) ownership of APOG stock. Following the reported transactions, his holdings include 9,290 shares held directly, with no indirect ownership positions reported.
What is Frank Heard's role at APOG according to the Form 4?
According to the Form 4 filing, Frank Heard serves as a Director of Apogee Enterprises, Inc. (APOG), as indicated by the 'X' marked in the Director box under the Relationship of Reporting Person(s) to Issuer section.