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. Chief Executive Officer Donald A. Nolan filed an amended Form 4 to update his holdings of deferred restricted stock units. On 12/31/2025, he acquired 216 deferred restricted stock units at an underlying common stock price of $36.41, bringing his total beneficial ownership of these derivative securities to 30,411 units held directly. These units were allocated under the 2009 Non-Employee Director Stock Incentive Plan and the 2019 Non-Employee Director Stock Plan and are designed to be settled in shares of common stock on a 1-for-1 basis after the director leaves the Board or upon certain events specified in the plans.
The amendment corrects a typographical error in the previously reported number of derivative securities beneficially owned after the transaction, revising it from 30,441 to 30,411. It also corrects the relationship checkbox for the reporting person, changing the designation from director to officer (Chief Executive Officer).
Apogee Enterprises officer Veena M. Lakkundi, president of Performance Surfaces, reported an acquisition of company stock. On 01/06/2026, she received 1,341 shares of Apogee common stock at $37.29 per share, reported as an acquisition transaction. After this grant, she beneficially owns 13,999 shares of Apogee common stock in direct form. The reported holdings include shares that were withheld to cover tax liabilities and shares of restricted stock granted under Apogee’s 2019 Stock Incentive Plan.
Apogee Enterprises’ latest quarter shows modest sales growth but sharply lower profits as restructuring and higher interest costs weigh on results. Net sales for the quarter ended November 29, 2025 rose to $348.6M from $341.3M, but net earnings fell to $16.5M from $21.0M, with diluted EPS down to $0.77 from $0.96. For the first nine months, revenue increased to $1.05B from $1.02B, while net earnings dropped to $37.5M from $82.6M, and diluted EPS declined to $1.74 from $3.76.
Cash from operating activities was $66.6M for the nine months, and long-term debt stood at $255.0M. The company is executing “Project Fortify Phase 2,” expecting $28–$29M of pre-tax charges and annualized pre-tax cost savings of $25–$26M, with $23.6M of related costs recorded year-to-date. The recent UW Solutions acquisition contributed $74.8M in sales but a $1.8M net loss over nine months, and Apogee also booked $6.7M in gains from settling New Markets Tax Credit transactions. During the quarter, a CEO separation triggered an additional $2.1M of stock-based compensation expense.
Apogee Enterprises, Inc. reported that Executive Vice President and Chief Financial Officer Matthew J. Osberg tendered his resignation on January 2, 2026, with his last day at the company on January 16, 2026. The board appointed Mark Augdahl as interim Chief Financial Officer effective January 7, 2026, and he will serve as the company’s Principal Financial Officer and Principal Accounting Officer.
Augdahl, age 60, has been Apogee’s Chief Accounting Officer since 2023 and has held various finance leadership roles at the company and its subsidiaries for the past 25 years, including prior service as interim CFO. The company noted that Augdahl has no family relationships with any director or officer, and it is beginning a search for a permanent Chief Financial Officer. A press release describing this CFO transition was furnished as Exhibit 99.1.
Apogee Enterprises, Inc. furnished a current report to disclose that it issued a press release with its financial results for the third quarter of fiscal 2026. The company attached the full earnings press release as Exhibit 99.1 and incorporated it by reference, while clarifying that this information is being furnished rather than filed under federal securities laws. The report was signed on behalf of Apogee by its interim chief financial officer, Mark R. Augdahl.
Apogee Enterprises director Lloyd Emerson Johnson reported settling deferred restricted stock units into common shares. On January 2, 2026, he converted 2,883 deferred restricted stock units into the same number of Apogee common shares under the company’s non-employee director stock plans, in line with his prior election under the plan.
After this settlement, Johnson directly holds 10,014 shares of common stock and 19,111 deferred restricted stock units, which will be settled in stock after he leaves the board or upon other plan events. The transaction was reported as a code “M” (exercise or conversion) with a reported price of $0.00 per unit and share, reflecting the nature of the deferred stock unit settlement.
Apogee Enterprises (APOG) announced a CEO transition. Effective October 31, 2025, Ty R. Silberhorn departed as CEO and director. The Board appointed Donald A. Nolan, previously Independent Chair, as CEO and Executive Chair, and named Patricia K. Wagner Lead Independent Director.
Under a Separation Agreement, Mr. Silberhorn will receive $932,000 in cash in 24 monthly installments, accelerated vesting of 78,376 time‑based restricted shares, an additional $466,000 equal to 50% of his fiscal 2026 annual incentive target, and his 2023 Performance Award at 100% (16,867 shares and $742,500 cash). The Company will cover his medical, dental, and vision insurance for up to 12 months, and he agreed to a two‑year employee non‑solicitation covenant.
Mr. Nolan’s Offer Letter runs through October 31, 2026, with $925,000 base salary, a one‑time $100,000 travel and lodging payment, a short‑term incentive target equal to 100% of base paid during the term, and a time‑based restricted stock award valued at $1.75 million that vests one year from grant.
Apogee Enterprises, Inc. (APOG) disclosed an insider transaction by Brent C. Jewell, President, Architectural Glass. On 10/17/2025, a Form 4 reports a Code F transaction in which 542 shares of common stock were withheld to satisfy tax liabilities at a reported price of $38 per share.
Following this withholding, Jewell directly beneficially owns 28,435 shares. The filing notes this total includes shares of restricted stock granted under the company’s 2019 Stock Incentive Plan.
Apogee Enterprises (APOG) reported insider buying by Matthew S. Christian, President, Architectural Services. On 10/17/2025, he acquired 3,047 shares of common stock at $38 and separately acquired 2,632 shares at $38, both held directly.
After the first transaction, beneficial ownership was 12,644 shares, and after the second it was 15,276 shares. The reported holdings include shares allocated under the Employee Stock Purchase Plan as of 9/11/2025 and shares of restricted stock granted under the 2019 Stock Incentive Plan.
Apogee Enterprises (APOG) insider activity: The company’s Pres, Architectural Services reported acquiring 8,553 shares of common stock on 10/17/2025 at $38 per share. Following the transaction, direct beneficial ownership stands at 48,521 shares.
The reported acquisition amount includes the aggregate number of shares withheld for tax liability. The reported beneficial holdings include shares allocated under the Employee Stock Purchase Plan as of 10/17/25 and shares of restricted stock granted under the 2019 Stock Incentive Plan.