Apogee Entr SEC Filings

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.