APOGEE ENTERPRISES, INC. (APOG)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-04-28

Key Insights

  • Six executive officers received time-based restricted stock awards totaling 50,218 shares with a 3-year vesting period (April 30, 2029), representing standard annual equity compensation for senior management across all business segments.
  • Performance awards are tied to cumulative adjusted diluted earnings per share and average adjusted return on invested capital over a 3-year period (Feb 2026-Mar 2029), with payouts ranging from 0-200% of target based on achievement levels.
  • Acceleration provisions exist for restricted stock upon retirement, involuntary termination without cause, disability, or death, plus full acceleration upon change of control followed by termination, providing reasonable employee protections.
  • The filing is routine equity compensation disclosure with no indication of material changes in executive compensation structure, leadership turnover, or strategic shifts at the company.
Insider Trading Filed: 2026-04-24

Key Insights

  • President of Architectural Glass Brent C. Jewell acquired 10,594 shares of APOG on 04/22/2026 at $35.47 per share, totaling approximately $375,570 in stock purchases, indicating meaningful insider confidence in the company.
  • The acquisition includes 8,067 shares of restricted stock vesting over three years (2027-2029) and 2,527 performance share units tied to corporate financial performance criteria, suggesting alignment with long-term company objectives.
  • Jewell transferred 66 shares to a revocable living trust benefiting himself, spouse, and minor children while offsetting 1,315 shares withheld for tax obligations, demonstrating estate planning activity alongside net accumulation of shares.
  • As an officer holding 54,596 direct shares post-transaction, Jewell maintains substantial direct ownership, which combined with the recent acquisition pattern suggests positive sentiment regarding APOG's future prospects.
Insider Trading Filed: 2026-04-24

Key Insights

  • Troy R. Johnson, President of Architectural Metals, acquired 11,056 shares of common stock on 04/22/2026 at $35.47 per share, demonstrating insider confidence in the company's valuation at this price point.
  • The transaction includes restricted stock units vesting over three years (one-third annually from 4/30/27-4/30/29) and performance share units tied to corporate financial criteria, aligning executive compensation with long-term company performance.
  • Johnson's total beneficial ownership increased to 75,317 shares following the transaction, with shares held directly and through employee stock purchase plans, indicating sustained commitment to APOG.
  • The acquisition of performance-based shares contingent on predetermined financial targets suggests management confidence in achieving specific corporate performance goals going forward.
Insider Trading Filed: 2026-04-24

Key Insights

  • President of Performance Surfaces Veena M. Lakkundi acquired 9,583 shares at $35.47 per share on April 22, 2026, representing a significant insider purchase that signals confidence in the company's valuation and near-term prospects.
  • The acquisition increases Lakkundi's total beneficial ownership to 40,464 shares held directly, demonstrating meaningful personal investment in the company by an executive officer.
  • The shares were granted under the 2019 Stock Incentive Plan with a three-year vesting schedule (one-third vesting on 4/30/27, 4/30/28, and 4/30/29), indicating this is a retention and performance incentive rather than an open market purchase.
  • The filing was executed by attorney-in-fact Bryan A. Welp on April 23, 2026, suggesting this was a routine equity grant or award rather than discretionary insider buying activity.
Insider Trading Filed: 2026-04-24

Key Insights

  • Matthew S. Christian, President of Architectural Services at APOG, acquired 6,628 shares at $35.47 per share on 04/22/2026, demonstrating insider confidence in the company's valuation.
  • The acquisition consists of restricted stock units with a three-year vesting schedule (1/3 vesting annually from 4/30/27-4/30/29), indicating this is a compensation/equity grant rather than open market purchase.
  • Christian's total beneficial ownership reached 38,525 shares following the transaction, with holdings primarily composed of ESPP allocations and restricted stock from the 2019 Stock Incentive Plan.
  • The filing was executed by attorney-in-Fact Bryan A. Welp rather than the officer directly, which is a standard administrative procedure for insider transactions.
Insider Trading Filed: 2026-04-24

Key Insights

  • EVP and CFO Mark Augdahl acquired 12,535 shares of APOG common stock on 04/22/2026 at $35.47 per share through equity compensation, demonstrating confidence in company valuation and management commitment.
  • The acquisition includes 11,630 restricted shares with a three-year vesting schedule (one-third vesting annually from 4/30/2027-4/30/2029), indicating long-term incentive alignment typical of executive compensation structures.
  • Total beneficial ownership increased to 44,886 shares following the transaction, with the majority held directly, suggesting substantial personal financial stake in company performance.
  • Filing was executed by attorney Bryan A. Welp on behalf of Augdahl, indicating this was a standard equity grant or RSU vesting event rather than open market transaction or discretionary purchase.
Insider Trading Filed: 2026-04-24

Key Insights

  • Bryan Alan Welp, VP and General Counsel of Apogee Enterprises, acquired 5,639 shares at $35.47 per share on April 22, 2026, representing a meaningful insider purchase that signals confidence in the company's valuation.
  • The acquisition was structured through a vesting schedule with one-third vesting annually over three years (4/30/27, 4/30/28, 4/30/29), indicating these are restricted stock units typical of executive compensation rather than discretionary open market purchases.
  • Welp's total beneficial ownership increased to 9,705 shares following the transaction, with holdings including Employee Stock Purchase Plan allocations, demonstrating sustained personal investment alignment with shareholders.
Annual Report Filed: 2026-04-24

Key Insights

  • The filing shows fiscal year 2026 (ended February 28, 2026) with significant operational activity across multiple segments including Architectural Metals, Architectural Services, Architectural Glass, and Performance Surfaces divisions.
  • Company maintains active hedging strategies through interest rate swaps, commodity swaps, and foreign exchange forwards, indicating proactive management of financial risk in a volatile market environment.
  • Balance sheet includes construction in progress and multiple fixed asset categories, suggesting ongoing capital investment and modernization of manufacturing facilities to support operational capabilities.
  • The presence of Project Fortify intangible assets and customer relationships acquired through business combinations indicates the company has pursued strategic acquisitions to expand market presence and capabilities.
Current Report Filed: 2026-04-24

Key Insights

  • Apogee Enterprises announced fourth quarter and full year fiscal 2026 financial results on April 24, 2026, indicating the company has completed its fiscal year earnings cycle and is communicating performance to stakeholders.
  • The 8-K filing is a routine earnings announcement with no material agreements, leadership changes, or other significant corporate events disclosed, suggesting stable operational continuity.
  • As a non-emerging growth company, Apogee maintains standard SEC reporting obligations without extended transition periods, indicating established financial reporting maturity and investor oversight protocols.
Insider Trading Filed: 2026-04-01

Key Insights

  • The reporting person, Lloyd Emerson Johnson, has acquired 153 deferred restricted stock units of Apogee Enterprises, Inc. (APOG) on March 31, 2026, indicating ongoing insider ownership and alignment with shareholders.
  • The deferred restricted stock units acquired by the director will be settled in shares of common stock following his termination from the Board or other specified events, suggesting continued long-term investment in the company.
  • The acquisition of these securities is pursuant to a dividend equivalent reinvestment feature of the company's non-employee director stock plans, reflecting the director's commitment to the company's performance and growth.
Insider Trading Filed: 2026-04-01

Key Insights

  • Christina M. Alvord, a director of Apogee Enterprises, Inc. (APOG), acquired 84 deferred restricted stock units on March 31, 2026 under the company's 2019 Non-Employee Director Stock Plan.
  • The deferred restricted stock units will be settled in shares of APOG common stock following Alvord's termination from the Board or other specified events, indicating her continued commitment to the company.
  • The acquisition of additional equity by a director suggests confidence in the company's long-term prospects and aligns Alvord's interests with those of APOG shareholders.
Insider Trading Filed: 2026-04-01

Key Insights

  • Mark A. Pompa, a director of Apogee Enterprises, Inc., acquired 80 phantom stock units and 199 deferred restricted stock units through a dividend reinvestment feature of the company's director compensation plans.
  • The phantom stock units and deferred restricted stock units will be settled in shares of common stock following Pompa's termination from the board, providing him with additional equity exposure to the company.
  • The insider transaction indicates continued confidence in Apogee Enterprises by a member of the board of directors.
Insider Trading Filed: 2026-04-01

Key Insights

  • The reporting person, Elizabeth Murphy Lilly, acquired 55 deferred restricted stock units of the issuer, Apogee Enterprises, Inc., on March 31, 2026, pursuant to a dividend equivalent reinvestment feature of the company's 2019 Non-Employee Director Stock Plan.
  • The deferred restricted stock units will be settled in shares of the issuer's common stock following the reporting person's termination from the Board or upon the occurrence of other specified events.
  • The reporting person's total beneficial ownership of the issuer's securities increased to 6,900 shares, indicating continued investment in the company.
Insider Trading Filed: 2026-04-01

Key Insights

  • Donald A. Nolan, the Chief Executive Officer of Apogee Enterprises, Inc. (APOG), acquired additional phantom stock units and deferred restricted stock units through dividend reinvestment programs on March 31, 2026.
  • The acquisition of these securities indicates Nolan's continued commitment to the company and alignment with shareholder interests.
  • The total number of phantom stock units and deferred restricted stock units beneficially owned by Nolan increased to 10,613 and 72,845, respectively, following this transaction.
Insider Trading Filed: 2026-03-11

Key Insights

  • Bryan Alan Welp, VP and General Counsel of Apogee Enterprises, acquired 1,992 shares of common stock on February 2, 2026, at $37.66 per share, increasing his direct beneficial ownership to 4,032 shares.
  • The shares acquired by Welp vest over a two-year period, with one-half vesting on February 2, 2027, and the remaining one-half vesting on February 2, 2028.
  • Welp's increased ownership stake in the company could be seen as a positive signal, as it aligns his interests with those of other shareholders.
Insider Trading Filed: 2026-02-20

Key Insights

  • Insider Mark Richard Augdahl, the Interim CFO, acquired 18,960 shares of Apogee Enterprises, Inc. (APOG) on January 19, 2026. This suggests potential confidence in the company's prospects.
  • The acquired shares are restricted and vest 50% each year on January 19, 2027 and January 19, 2028, indicating a long-term investment horizon.
  • Augdahl's total beneficial ownership in the company increased to 32,351 shares, which represents a sizable stake for an insider.
Insider Trading Filed: 2026-02-04

Key Insights

  • The reporting person, Matthew S. Christian, who is the President of Architectural Services at Apogee Enterprises, Inc. (APOG), has sold 360 shares of the company's common stock on 02/02/2026.
  • The shares were sold as part of a transaction to cover tax liabilities, as indicated by the 'F' code in the transaction code field.
  • Following the reported transaction, the reporting person continues to hold a significant position of 31,859 shares in the company, indicating their continued commitment and alignment with Apogee Enterprises.
Current Report Filed: 2026-01-22

Key Insights

  • Apogee Enterprises appointed Mark R. Augdahl as the new Executive Vice President and Chief Financial Officer, effective January 19, 2026.
  • Augdahl will receive an annual base salary of $550,000, a grant of $700,000 worth of restricted shares with a two-year vesting schedule, and a $50,000 sign-on bonus.
  • Augdahl will participate in the company's Annual Short-Term Incentive Plan and Long-Term Incentive Plan, with target incentives of 75% of his base salary.
Insider Trading Filed: 2026-01-16

Key Insights

  • The reporting person, Veena M. Lakkundi, acquired 16,882 shares of the company's common stock on January 14, 2026 at a price of $35.54 per share. This indicates an increase in the insider's beneficial ownership of the company's securities.
  • The shares acquired are subject to a two-year vesting period, with half of the shares vesting on January 14, 2027 and the remaining half vesting on January 14, 2028. This suggests a long-term commitment from the insider to the company's performance.
  • The reporting person's total beneficial ownership of the company's common stock has increased to 30,881 shares following this transaction, representing a direct ownership stake in the company.
Insider Trading Filed: 2026-01-16

Key Insights

  • The reporting person, Brent C. Jewell, acquired 16,882 shares of common stock in Apogee Enterprises, Inc. (APOG) on January 14, 2026. This suggests an increase in the insider's ownership position in the company.
  • The shares acquired are restricted stock that vest over a two-year period, indicating the reporting person has a long-term investment horizon and confidence in the company's future performance.
  • The transaction price of $35.54 per share is close to the current market price, suggesting the reporting person did not receive a significant discount or premium on the shares.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.