Form 4: Apogee Enterprises Director Gifts Over 6,000 Shares to Family Trust

Patricia K. Wagner, a Director at Apogee Enterprises, Inc., reported gifting 6,106 shares of common stock to a family trust, maintaining significant beneficial ownership.

Summary

• Patricia K. Wagner, a Director of Apogee Enterprises, Inc. (APOG), reported a transaction involving the company's common stock.
• On June 18, 2025, Ms. Wagner gifted 6,106 shares of Apogee Enterprises common stock.
• The shares were gifted to a trust established for the benefit of Ms. Wagner and her spouse, with both serving as trustees.
• The transaction was reported with a price of $0 per share, consistent with a gift.
• Following this transaction, Ms. Wagner directly beneficially owns 18,517 shares of common stock, which includes shares of restricted stock granted under the 2019 Stock Incentive Plan.
• Additionally, Ms. Wagner indirectly beneficially owns the 6,106 shares through the Family Trust.
• The total beneficial ownership for Patricia K. Wagner after this transaction is 24,623 shares (18,517 direct + 6,106 indirect).

Sentiment

Score: 5

Explanation: A director's gift of shares is generally a neutral event for the company's sentiment, as it reflects personal financial planning rather than a direct statement on company performance or outlook.

Future Outlook

NA

Industry Context

This Form 4 filing details a routine insider transaction (a gift of shares) by a director. Such transactions are common and typically reflect personal financial planning rather than broader industry trends or company-specific performance signals. They do not inherently indicate changes in the company's operational or strategic direction within the industry.

Related Party Transactions

• Patricia K. Wagner, a Director, gifted 6,106 shares of common stock to a trust for the benefit of herself and her spouse, where they both serve as trustees. This constitutes a transaction with a related party (family trust).

Stakeholder Impact

• Shareholders: The transaction represents a minor change in the beneficial ownership structure of a director, with minimal direct impact on the company's share price or operational performance.
• Employees, Customers, Suppliers, Creditors: No direct impact on these stakeholders as the transaction is a personal financial matter of a director.

Key Dates

Keywords

SEC Form 4, Insider Transaction, Stock Gift, Director, Apogee Enterprises, APOG, Beneficial Ownership, Family Trust