Apogee (NASDAQ: APOG) exec has 2,806 shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
APOGEE ENTERPRISES, INC. executive Brent C. Jewell, President, Architectural Glass, reported a routine tax-related share disposition. On April 30, 2026, 2,806 shares of common stock were withheld at $36.40 per share to cover tax obligations tied to equity compensation, not an open-market sale. After this transaction, he directly held 51,790 common shares. He also indirectly held 66 shares in a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Jewell Brent C
Role
President, Architectural Glass
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 2,806 | $36.40 | $102K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 51,790 shares (Direct, null);
Common Stock — 66 shares (Indirect, By Trust)
Footnotes (1)
- Includes the aggregate number of shares withheld for tax liability. Includes shares of restricted stock granted under the 2019 Stock Incentive Plan. The reporting person gifted these shares to a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries. The reporting person and his spouse are the co-trustees of the trust.
Key Figures
Tax-withheld shares: 2,806 shares
Tax-withholding price: $36.40 per share
Direct holdings after transaction: 51,790 shares
+1 more
4 metrics
Tax-withheld shares
2,806 shares
Common stock withheld for tax liability on Apr. 30, 2026
Tax-withholding price
$36.40 per share
Value used for 2,806-share tax-withholding disposition
Direct holdings after transaction
51,790 shares
Common stock directly held after Apr. 30, 2026 event
Indirect trust holdings
66 shares
Common stock held via revocable living trust
Key Terms
tax-withholding disposition, revocable living trust, restricted stock, 2019 Stock Incentive Plan
4 terms
tax-withholding disposition financial
"shares withheld for tax liability on equity compensation"
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.
revocable living trust financial
"gifted these shares to a revocable living trust for the benefit"
restricted stock financial
"Includes 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"