Apogee Enterprises (NASDAQ: APOG) director gifts 2,419 shares
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 2,419 shares
Net Sell
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)
- 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.
- 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
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
