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.
The Apogee Enterprises, Inc. (Nasdaq: APOG) SEC filings page provides access to the company’s regulatory disclosures as a public issuer in the United States. Apogee, a Minnesota corporation headquartered in Minneapolis, files reports with the U.S. Securities and Exchange Commission related to its activities as a provider of architectural building products and services and high-performance coated materials.
Through this page, readers can review current reports on Form 8-K that Apogee files to describe material events. Recent 8-K filings have covered topics such as CEO transitions, CFO changes, appointments of segment presidents, and the release of quarterly financial results. These filings may include details on executive compensation arrangements, separation agreements, offer letters, and other governance-related matters.
In addition to 8-Ks, investors typically look to Apogee’s annual reports on Form 10-K and quarterly reports on Form 10-Q for information about segment performance, non-GAAP measures like adjusted EBITDA and consolidated leverage ratio, and risk factors related to non-residential construction cycles, material costs, tariffs, and project execution. Proxy materials and shareholder meeting results, such as vote outcomes for director elections, advisory votes on executive compensation, and auditor ratification, are also reflected in the company’s filings.
Stock Titan’s platform pairs these documents with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly identify items such as leadership changes, compensation terms, and significant financial disclosures. Users can track governance developments, monitor how Apogee describes its backlog and non-GAAP metrics, and follow the company’s formal communications with regulators and shareholders, all in one place with real-time updates from the SEC’s EDGAR system.
Apogee Enterprises director Lloyd Emerson Johnson reported the acquisition of 2,954 deferred restricted stock units (RSUs) on June 25, 2025. The RSUs were granted under the company's 2009 and 2019 Non-Employee Director Stock Incentive Plans.
Key transaction details:
- The RSUs will convert to common stock on a 1-for-1 basis
- Settlement occurs following the director's Board termination or other specified events
- Total beneficial ownership after transaction: 21,590 RSUs
- Transaction price: $0
The updated position includes RSUs acquired through dividend equivalent reinvestment features of both incentive plans. The filing was submitted by attorney-in-fact Meghan M. Elliott on Johnson's behalf.
Apogee Enterprises Director Elizabeth Murphy Lilly received 2,954 deferred restricted stock units (RSUs) on June 25, 2025, as part of the company's 2019 Non-Employee Director Stock Plan. Following this transaction, Lilly beneficially owns 6,733 deferred RSUs.
Key transaction details:
- RSUs will convert to common stock on a 1-for-1 basis
- Settlement occurs upon director's Board termination or other specified events
- Total holdings include units acquired through dividend reinvestment
- Transaction price recorded as $0, as these are compensation awards
This Form 4 filing, executed by attorney-in-fact Meghan M. Elliott, demonstrates ongoing director compensation practices and alignment with shareholder interests through equity-based awards.
Apogee Enterprises Director Patricia K. Wagner reported significant insider transactions on June 25, 2025. Key details include:
- Acquired 2,954 shares of Common Stock at $0 as restricted stock awards
- Shares vest over three years with one-third vesting annually
- Following the transaction, Wagner directly owns 21,471 shares
- Additionally holds 6,106 shares indirectly through a Family Trust
The transaction was executed under the 2019 Non-Employee Director Stock Plan. The indirect holdings are managed through a revocable living trust benefiting Wagner, spouse, and minor children as contingent beneficiaries. The Form 4 was filed by attorney-in-fact Meghan M. Elliott on June 27, 2025.
Director Mark A. Pompa of Apogee Enterprises received 2,954 deferred restricted stock units (RSUs) on June 25, 2025, bringing his total holdings to 24,188 units.
Key details of the transaction:
- RSUs were granted under the 2009 Non-Employee Director Stock Incentive Plan and 2019 Non-Employee Director Stock Plan
- Units will be settled in common stock following director's Board termination
- Settlement ratio is 1-for-1
- Total position includes RSUs acquired through dividend equivalent features of both plans
- Transaction price was $0, indicating a compensation grant
This Form 4 filing represents standard board member equity compensation, demonstrating continued alignment between director and shareholder interests through equity-based awards.
Form 4 Filing Details: Director Frank Heard of Apogee Enterprises (APOG) reported two transactions of common stock dispositions on June 25, 2025:
- First disposition: 347 shares at $38.93 per share
- Second disposition: 545 shares at $38.93 per share
Following these transactions, Heard's beneficial ownership stands at 9,290 shares of common stock. The holdings include a combination of restricted stock units (1,262 RSUs) and direct common stock ownership. Both transactions were coded as "F" which typically indicates payment of exercise price or tax withholding by delivering or withholding securities.
The filing was submitted by Attorney-in-Fact Meghan M. Elliott on June 27, 2025, and confirms Heard's position as a Director without any 10% ownership stake in the company.
Donald A. Nolan, Director at Apogee Enterprises, reported the acquisition of 3,468 deferred restricted stock units (RSUs) on June 25, 2025. The RSUs were granted under the company's 2009 Non-Employee Director Stock Incentive Plan and 2019 Non-Employee Director Stock Plan.
Key details of the transaction:
- The RSUs will convert to common stock on a 1-for-1 basis
- Settlement will occur following the director's board termination or other specified events
- Total beneficial ownership following the transaction: 29,848 RSUs
- The reported amount includes additional units from dividend equivalent reinvestment
- The RSUs were acquired at $0 cost
The Form 4 was filed through an attorney-in-fact, Meghan M. Elliott, on June 27, 2025.
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.