Apogee director Wagner gifts 2,419 shares to trust

APOGEE ENTERPRISES, INC. director Patricia K. Wagner reported a bona fide gift of 2,419 shares of common stock on 2026-08-07, transferring them at $0.00 per share to a trust for the benefit of herself and her spouse, of which they are trustees.

Rhea-AI Filing Summary

APOGEE ENTERPRISES, INC. director Patricia K. Wagner reported a bona fide gift of 2,419 shares of common stock on 2026-08-07, transferring them at $0.00 per share to a trust for the benefit of herself and her spouse, of which they are trustees. After this gift, Wagner directly holds 5,341 shares, which include shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan, and indirectly holds 24,977 shares through a Family Trust.

Insider Trade Summary

2,419 shares gifted

Gift 2 txns

Insider Wagner Patricia K

Role Director

Type	Security	Shares	Price	Value
Gift	Common Stock F1, F2	2,419	$0.00	$0.00
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 5,341 shares (Direct); Common Stock — 24,977 shares (Indirect, Family Trust)

Footnotes (2)

1. F1. 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. F2. Includes shares of restricted stock granted under the 2019 Non-Employee Director Stock Plan.

Key Figures

Gifted shares: 2,419 shares Gift price per share: $0.00 per share Direct holdings after transaction: 5,341 shares +2 more

5 metrics

Gifted shares 2,419 shares Bona fide gift of APOG common stock on 2026-08-07

Gift price per share $0.00 per share Reported value for the bona fide gift transaction

Direct holdings after transaction 5,341 shares APOG common stock directly held by Wagner after the gift

Indirect holdings (Family Trust) 24,977 shares APOG common stock held indirectly through a Family Trust

Gifted shares count (summary) 2,419 shares GiftShares reported in transactionSummary

Key Terms

bona fide gift, restricted stock, Family Trust

3 terms

bona fide gift financial

"transaction_code_description: Bona fide gift"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

restricted stock financial

"Includes shares of restricted stock granted under the 2019 Non-Employee Director"

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.

Family Trust financial

"Indirect ownership nature_of_ownership: Family Trust"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did APOG director Patricia K. Wagner report on this Form 4?

Patricia K. Wagner reported a bona fide gift of 2,419 APOG common shares on 2026-08-07. The shares were gifted to a trust for the benefit of herself and her spouse, with both serving as trustees.

How many APOG shares did Patricia K. Wagner hold directly after the reported gift?

After the gift, Patricia K. Wagner directly held 5,341 APOG common shares. This direct position includes restricted stock granted under the 2019 Non-Employee Director Stock Plan, as disclosed in the footnotes.

Does Patricia K. Wagner have any indirect holdings of APOG stock?

Yes. Following the reported transaction, Wagner indirectly held 24,977 APOG shares through a Family Trust. The filing identifies this indirect position separately from her directly held shares.

Was the APOG share transfer by Patricia K. Wagner a sale or a gift?

The transfer was a bona fide gift, not a sale, of 2,419 APOG shares. The transaction code is G, and the reported per-share price is $0.00, consistent with a non-sale gift transfer.

Who benefits from the trust that received the gifted APOG shares?

The trust receiving the 2,419 gifted APOG shares is for the benefit of Patricia K. Wagner and her spouse. Both are disclosed as trustees of this trust in the Form 4 footnote.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/17/2026 - 01:08 PM EDT Learn about SEC filing dates

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 MINNESOTA 55435

(City) (State) (Zip)

UNITED STATES

(Country)

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)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/07/2026

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

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

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

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	08/07/2026		G(1)		2,419	D	$0	5,341(2)	D
Common Stock								24,977	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 Non-Employee Director Stock Plan.

Remarks:

	/s/Bryan A. Welp, Attorney-in-Fact for Patricia K. Wagner	08/17/2026
	** 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.
* Form 4: SEC 1474 (03-26)