Welcome to our dedicated page for Apogee Entr SEC filings (Ticker: APOG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Apogee Enterprises filings document a Minnesota operating company with Nasdaq-listed common stock and disclosure centered on architectural building products, coated materials, and segment-level operations. Recent Form 8-K filings furnish quarterly and annual financial results, including sales, earnings measures, segment performance, guidance, debt, leverage, and exhibits to earnings releases.
The filing record also documents governance and executive-compensation matters, including officer appointments and departures, segment-president leadership changes, restricted stock awards, offer-letter terms, and grants under the Apogee Enterprises, Inc. 2019 Stock Incentive Plan. Other material-event disclosures cover capital-structure matters, material agreements, Regulation FD releases, and board or compensation committee actions.
Apogee Enterprises, Inc. (APOG) – Form 4 insider filing
Director Frank G. Heard reported three small, tax-related transactions coded “F” (withholding of shares to cover taxes upon the vesting of equity awards) on 20-22 June 2025. A total of 738 common shares were surrendered to the issuer at a price of $38.14, representing an aggregate value of approximately $28.2 thousand. No open-market purchases or sales occurred, and no derivative securities were involved.
After the withholdings, Heard’s beneficial ownership declined from 10,920 to 10,182 shares, comprising a mix of restricted stock units (RSUs) and freely-tradeable common shares as detailed in the footnotes:
- 06/22/25 – 293 shares withheld; post-transaction holding 10,627 (3,792 RSUs + 6,930 shares)
- 06/21/25 – 247 shares withheld; post-transaction holding 10,380 (2,989 RSUs + 7,486 shares)
- 06/20/25 – 198 shares withheld; post-transaction holding 10,182 (2,065 RSUs + 8,117 shares)
Because the shares were withheld to satisfy tax obligations, the activity neither signals discretionary selling pressure nor alters the executive’s incentive alignment. The disclosed volume is immaterial relative to Apogee’s ~22 million shares outstanding and should not meaningfully affect float or liquidity.
No other insider participants, derivative exercises, or significant ownership changes were reported. Investors typically view Form 4 “F” transactions as routine administrative events rather than directional indicators.
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.