Apogee Enterprises CEO acquires dividend-linked units
The CEO’s units will be settled in common shares after Board termination in accordance with his election, or after other events specified in the plans.
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Form Type
4
Rhea-AI Filing Summary
Donald A. Nolan, Apogee Enterprises’ Chief Executive Officer, acquired 82 phantom stock units and 560 deferred restricted stock units on September 30, 2026, through dividend-equivalent reinvestment features. After the transactions, his reported holdings were 10,757 phantom stock units and 73,835 deferred restricted stock units, respectively. The units will be settled in common shares following his termination from the Board in accordance with his election, or after other events specified in the applicable plans.
Insider Trade Summary
Grant/Award: 0 shares
Grant/Award
2 txns
Insider
Nolan Donald A
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units F1, F2, F3 | 0 | $35.37 | $0.00 |
| Grant/Award | Deferred Restricted Stock Units F1, F4, F5 | 0 | $35.37 | $0.00 |
Holdings After Transaction:
Phantom Stock Units — 10,757 contracts (Direct);
Deferred Restricted Stock Units — 73,835 contracts (Direct)
Footnotes (5)
- F1. Settled 1-for-1.
- F2. Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature of the Deferred Compensation Plan for Non-Employee Directors.
- F3. The phantom stock units were allocated under the Deferred Compensation Plan for Non-Employee Directors. The phantom stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan.
- F4. Additional deferred restricted stock units acquired pursuant to a dividend equivalent reinvestment feature of the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan.
- F5. The deferred restricted stock units were allocated under the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan. The deferred restricted stock units will be settled in shares of common stock following the director's termination from the Board in accordance with the election of the reporting person, or following the occurrence of other events specified in the Plan.
Key Figures
Phantom stock units acquired: 82 units
Phantom stock unit holdings: 10,757 units
Deferred restricted stock units acquired: 560 units
+1 more
4 metrics
Phantom stock units acquired
82 units
September 30, 2026
Phantom stock unit holdings
10,757 units
Following the September 30, 2026 transaction
Deferred restricted stock units acquired
560 units
September 30, 2026
Deferred restricted stock unit holdings
73,835 units
Following the September 30, 2026 transaction
Key Terms
Phantom Stock Units, Deferred Restricted Stock Units, dividend equivalent reinvestment feature
3 terms
Phantom Stock Units financial
"Additional phantom stock units acquired pursuant to a dividend equivalent reinvestment feature"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Deferred Restricted Stock Units financial
"Additional deferred restricted stock units acquired pursuant to a dividend equivalent reinvestment feature"
Deferred restricted stock units are promises by a company to give employees or executives company shares at a future date, subject to conditions like continued employment or performance targets; the delivery and tax event are intentionally delayed. They matter to investors because they affect when new shares may be issued and how executives are motivated—like a paycheck held in escrow that vests over time, influencing potential share dilution and management behavior.
dividend equivalent reinvestment feature financial
"acquired pursuant to a dividend equivalent reinvestment feature"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did APOG CEO Donald A. Nolan acquire?
On September 30, 2026, Donald A. Nolan acquired 82 phantom stock units and 560 deferred restricted stock units. After the transactions, his reported holdings were 10,757 phantom stock units and 73,835 deferred restricted stock units, respectively.
How were Donald A. Nolan’s APOG units credited?
The 82 phantom stock units were additional units acquired through the Deferred Compensation Plan for Non-Employee Directors’ dividend equivalent reinvestment feature. The 560 deferred restricted stock units were additional units acquired through dividend equivalent reinvestment features in the 2009 Non-Employee Director Stock Incentive Plan, the 2019 Non-Employee Director Stock Plan and the 2019 Stock Incentive Plan.
When will Donald A. Nolan’s APOG units be settled?
The phantom stock units and deferred restricted stock units will be settled in common shares following the reporting person’s termination from the Board in accordance with his election, or following other events specified in the applicable plans.
AI-generated analysis. How Rhea-AI works. Not financial advice.
