Form 4: Apogee Enterprises Director Patricia Wagner Gifts Shares to Family Trust

Sentiment:

Insider Transaction Report


Patricia K. Wagner, a Director at Apogee Enterprises, Inc., reported gifting 14,094 shares of common stock to a trust for the benefit of herself and her spouse.

Summary

  • Patricia K. Wagner, a Director of Apogee Enterprises, Inc. (APOG), reported a transaction on July 1, 2025.
  • The transaction involved the disposition of 14,094 shares of Common Stock as a gift (Transaction Code G).
  • The shares were gifted to a trust established for the benefit of Ms. Wagner and her spouse, who also serve as trustees of the trust.
  • Following the transaction, Ms. Wagner directly beneficially owns 7,377 shares of Common Stock.
  • Additionally, Ms. Wagner indirectly beneficially owns 20,200 shares of Common Stock through a Family Trust.
  • The directly owned shares include restricted stock granted under the 2019 Stock Incentive Plan.

Sentiment

Score: 5

Explanation: The document is a routine SEC Form 4 filing reporting a personal stock transaction (a gift) by a director. It provides no information that would indicate a positive or negative sentiment regarding the company's operational or financial performance.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing.

Industry Context

This Form 4 filing reports a routine insider transaction related to a director's personal stock holdings and does not provide information relevant to broader industry trends or competitive dynamics.

Stakeholder Impact

  • The reported transaction, a personal gift of shares by a director, has minimal to no direct impact on key stakeholders such as shareholders, employees, customers, suppliers, or creditors.

Key Dates

DateDescription
07/01/2025Date of transaction where shares were gifted.
07/03/2025Date the Form 4 was signed by the reporting person's attorney-in-fact.

Keywords

APOG, Apogee Enterprises, Form 4, Insider Transaction, Stock Gift, Director, Patricia K. Wagner, Beneficial Ownership, Common Stock

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