Apogee (APOG) exec Brent Jewell awarded shares, with taxes paid in stock
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
APOGEE ENTERPRISES, INC. executive Brent C. Jewell, President of Architectural Glass, reported routine equity compensation and related tax withholding in company stock.
On April 22, 2026, he received two awards of common stock totaling 10,594 shares (8,067 and 2,527 shares) at a reference value of $35.47 per share. Footnotes explain these include restricted stock and performance share units granted under the 2019 Stock Incentive Plan, with shares vesting over three years, one-third on April 30, 2027, April 30, 2028 and April 30, 2029.
The filing also shows 1,315 shares of common stock were disposed of at $35.47 per share to cover withholding taxes, a non-market transaction. Separately, Jewell gifted shares to a revocable living trust he co‑trustees with his spouse, which now holds 66 shares indirectly for their benefit.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Jewell Brent C
Role
President, Architectural Glass
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 8,067 | $35.47 | $286K |
| Grant/Award | Common Stock | 2,527 | $35.47 | $90K |
| Tax Withholding | Common Stock | 1,315 | $35.47 | $47K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 53,384 shares (Direct, null);
Common Stock — 66 shares (Indirect, By Trust)
Footnotes (1)
- Shares vest over a three-year vesting period with one-third of the shares vesting on 4/30/27, 4/30/28 and 4/30/29. 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. Performance share units awarded based upon pre-determined corporate financial performance criteria. Includes the aggregate number of shares withheld to pay for withholding taxes.
Key Figures
Stock award 1: 8,067 shares at $35.47
Stock award 2: 2,527 shares at $35.47
Tax withholding shares: 1,315 shares at $35.47
+2 more
5 metrics
Stock award 1
8,067 shares at $35.47
Common stock grant/award on April 22, 2026
Stock award 2
2,527 shares at $35.47
Additional common stock grant/award on April 22, 2026
Tax withholding shares
1,315 shares at $35.47
Shares withheld to pay withholding taxes
Indirect trust holding
66 shares
Common stock held indirectly by revocable living trust
Vesting schedule
One-third each in 2027, 2028, 2029
Three-year vesting on 4/30/27, 4/30/28, 4/30/29
Key Terms
restricted stock, performance share units, revocable living trust, withholding taxes, +1 more
5 terms
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.
revocable living trust financial
"gifted these shares to a revocable living trust for the benefit of himself and his spouse"
withholding taxes financial
"Includes the aggregate number of shares withheld to pay for withholding taxes."
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
2019 Stock Incentive Plan financial
"Includes shares of restricted stock granted under the 2019 Stock Incentive Plan."
FAQ
What did APOG executive Brent Jewell report in this Form 4 filing?
Brent Jewell reported routine equity compensation and related tax withholding in Apogee Enterprises common stock. He received stock awards and had shares withheld to satisfy taxes, along with an indirect holding via a revocable living trust noted in the filing’s footnotes.
How do Brent Jewell’s new APOG awards vest over time?
The granted shares vest over a three-year period, with one‑third of the shares vesting on April 30, 2027, another third on April 30, 2028, and the final third on April 30, 2029. Vesting is connected to restricted stock and performance share unit awards.
What indirect APOG holdings does Brent Jewell report through a trust?
The Form 4 notes 66 shares of Apogee common stock held indirectly by a revocable living trust. Jewell gifted these shares to the trust, which is co‑trusteeed by him and his spouse, for their benefit with their minor children listed as contingent beneficiaries.
Are Brent Jewell’s APOG transactions open-market buys or sells?
No open‑market purchases or sales are reported. The transactions are stock grants and a tax‑withholding disposition, both related to compensation. The F-code entry reflects shares withheld to pay taxes, rather than a discretionary market sale of Apogee shares.