Welcome to our dedicated page for APOGEE ENTERPRISES 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. executive Matthew Sean Christian, President of Architectural Services, reported a tax-related share disposition. On April 30, 2026, 708 shares of common stock were withheld at $36.40 per share to cover tax liabilities. After this withholding, he directly holds 37,817 common shares, which include shares from the Employee Stock Purchase Plan as of May 4, 2026 and restricted stock granted under the 2019 Stock Incentive Plan.
APOGEE ENTERPRISES, INC. executive Veena M. Lakkundi had 1,306 shares of common stock withheld at $36.40 per share to cover tax liabilities tied to equity compensation. After this tax-withholding disposition, she directly holds 39,158 shares, including restricted stock granted under the 2019 Stock Incentive Plan.
APOGEE ENTERPRISES, INC. executive Troy R. Johnson, President of Architectural Metals, reported a tax-related share disposition tied to equity compensation. On April 30, 2026, 2,471 shares of common stock were withheld at $36.40 per share to cover tax liabilities, rather than sold on the open market.
After this withholding, Johnson directly owned 72,846 shares of Apogee common stock. This balance includes shares allocated under the Employee Stock Purchase Plan as of May 4, 2026 and restricted stock granted under the 2019 Stock Incentive Plan, indicating the transaction is primarily a routine compensation and tax event.
APOGEE ENTERPRISES, INC. executive Brent C. Jewell, President, Architectural Glass, reported a routine tax-related share disposition. On April 30, 2026, 2,806 shares of common stock were withheld at $36.40 per share to cover tax obligations tied to equity compensation, not an open-market sale. After this transaction, he directly held 51,790 common shares. He also indirectly held 66 shares in a revocable living trust for the benefit of himself and his spouse, with their minor children as contingent beneficiaries.
APOGEE ENTERPRISES, INC. VP and General Counsel Bryan Alan Welp reported a tax-related share disposition. On this Form 4, 180 shares of common stock were withheld at $36.40 per share to satisfy tax liability associated with equity compensation, rather than sold on the open market.
Following this withholding, Welp directly holds 9,525 shares of common stock. This figure includes shares allocated under the Employee Stock Purchase Plan as of May 4, 2026 and shares of restricted stock granted under the 2019 Stock Incentive Plan.
Apogee Enterprises Inc Schedule 13G: Vanguard Capital Management reports beneficial ownership of 1,099,698 shares of Common Stock, representing 5.11% of the class. The filer reports sole voting power for 158,180 shares and sole dispositive power for 1,099,698 shares. The filing states holdings include securities managed on behalf of Vanguard funds and clients and is signed by the Head of Global Fund Administration.
Apogee Enterprises updated executive compensation by granting new equity and cash incentives. On April 22, 2026, the board approved time-based restricted stock awards for senior leaders, including 11,630 shares for CFO Mark R. Augdahl and 9,583 shares for segment president Veena M. Lakkundi, all vesting in full on April 30, 2029, with three equal annual installments starting April 30, 2027. These awards accelerate or fully vest in certain cases of retirement, involuntary termination without cause, disability, death, or qualifying change in control and are subject to the company’s clawback policy.
The company also granted three-year performance awards combining cash and stock units, each split 50/50, for a performance period from February 28, 2026, to March 3, 2029. Payouts can range from 0% to 200% of target based on cumulative adjusted diluted EPS and average adjusted return on invested capital. In parallel, Apogee issued fiscal 2027 executive short-term incentive plan awards tied to consolidated or segment net sales and adjusted EBITDA, with potential payouts between 0% and 200% of target, all subject to committee discretion and clawback provisions.
Vanguard Portfolio Management reported beneficial ownership of 1,560,667 shares of Apogee Enterprises common stock, equal to 7.25% of the class. The filing states Vanguard has sole voting power for 20,338 shares and sole dispositive power for 1,560,667 shares as of 03/31/2026.
BlackRock, Inc. amends beneficial ownership disclosure for Apogee Enterprises, Inc. The filing reports 3,238,890 shares of Common Stock beneficially owned, representing 15.1% of the class. The filing shows sole voting power for 3,204,509 shares and sole dispositive power for 3,238,890 shares. The schedule notes that iShares Core S&P Small-Cap ETF holds an interest exceeding 5% of Apogee's outstanding common stock.
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.