[Form 4] Apogee Enterprises Inc Insider Trading Activity

Rhea-AI Filing Summary

Form 4 overview: Apogee Enterprises (APOG) director Patricia K. Wagner reported a Code G transaction on 06/18/2025, transferring 6,106 common shares to a family trust at $0. Code G indicates a bona-fide gift, not an open-market trade.

Following the transfer, Wagner directly owns 18,517 APOG shares and indirectly holds 6,106 shares via the trust, where she and her spouse act as trustees. The filing therefore does not reduce overall beneficial ownership; it simply reallocates a portion from direct to indirect control. No derivative securities were reported.

Because the transaction involves an internal estate-planning move rather than a sale or purchase, it is generally viewed as neutral for market sentiment and has no immediate impact on Apogee’s capital structure or insider ownership concentration.

Positive

• No shares sold on the open market; director maintains full economic exposure, signalling confidence in APOG.

Negative

• None.

Insights

Securities Analyst

TL;DR: Estate gift; no market sale, insider still holds all shares—neutral impact.

The Code G designation confirms this was a gift of 6,106 shares to a family trust, not a disposition into the market. Wagner’s aggregate exposure to APOG stock remains unchanged (18,517 direct + 6,106 indirect). With no cash consideration and no reduction in total holdings, there is no dilution or bearish signal. Such estate-planning moves are common among long-tenured directors and do not normally influence trading momentum or valuation models.

Corporate Governance Expert

TL;DR: Governance-neutral transfer; ownership transparency maintained, minimal investor significance.

The filing satisfies Section 16 disclosure by clarifying direct vs. indirect control. Trusteeship by the director and spouse keeps voting power consolidated, so no governance shift occurs. Investors should see this as procedural housekeeping rather than a strategic statement.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Wagner Patricia K

(Last) (First) (Middle)

C/O APOGEE ENTERPRISES, INC.

4400 WEST 78TH STREET, SUITE 520

(Street)

MINNEAPOLIS MN 55435

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
APOGEE ENTERPRISES, INC. [ APOG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
06/18/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/18/2025		G(1)		6,106	D	$0	18,517(2)	D
Common Stock								6,106	I	Family Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reporting person gifted these shares to a trust for the benefit of themselves and their spouse. The reporting person and their spouse are trustees.

2. Includes shares of restricted stock granted under the 2019 Stock Incentive Plan.

Remarks:

	/s/ Meghan M. Elliott, Attorney-in-Fact for Patricia K. Wagner	06/20/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many APOG shares did Director Patricia Wagner transfer?

6,106 common shares were gifted to a family trust.

Was the transaction a sale that could pressure APOG’s stock price?

No. It was a Code G gift at $0, not a market sale.

What are Wagner’s APOG holdings after the transaction?

She holds 18,517 shares directly and 6,106 shares indirectly via the trust.

Does the gift change Apogee’s insider ownership percentage?

Total beneficial ownership is unchanged; only the ownership form shifted from direct to indirect.

Were any derivative securities involved in this Form 4?

No derivative securities were reported in Table II.