Apogee Enterprises Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:APOG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Jul 24	SellUS$321,700	Brent Jewell	Individual	5,000	US$64.34
02 May 24	SellUS$222,353	Curtis Dobler	Individual	3,548	US$62.67
02 May 24	SellUS$673,845	Ty Silberhorn	Individual	10,679	US$63.10
02 May 24	SellUS$1,515,120	Lloyd Johnson	Individual	24,000	US$63.13
30 Apr 24	SellUS$463,425	Brent Jewell	Individual	7,500	US$61.79
23 Apr 24	SellUS$229,567	Curtis Dobler	Individual	3,797	US$60.46
23 Apr 24	SellUS$307,250	Meghan Elliott	Individual	5,000	US$61.45
23 Apr 24	SellUS$732,720	Troy Johnson	Individual	12,000	US$61.06
23 Apr 24	SellUS$949,185	Herbert Parker	Individual	15,728	US$60.35

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of APOG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	11,650	0.0531%
Individual Insiders	472,695	2.15%
General Public	611,630	2.79%
Institutions	20,847,041	95%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 75.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.8%	BlackRock, Inc.	3,910,131	US$280.5m	-0.41%	no data
14.2%	The Vanguard Group, Inc.	3,110,626	US$223.1m	0.84%	no data
5.4%	Dimensional Fund Advisors LP	1,183,955	US$84.9m	-2.68%	0.01%
4.92%	Victory Capital Management Inc.	1,080,529	US$77.5m	-3.04%	0.07%
3.93%	State Street Global Advisors, Inc.	862,224	US$61.8m	-0.17%	no data
3.56%	Pacer Advisors, Inc.	781,392	US$56.0m	-14.8%	0.13%
3.07%	Segall Bryant & Hamill, LLC	672,853	US$48.3m	0.2%	0.62%
2.79%	American Century Investment Management Inc	613,130	US$44.0m	16%	0.02%
2.42%	Geode Capital Management, LLC	530,226	US$38.0m	1.41%	no data
2.13%	LSV Asset Management	467,744	US$33.6m	-7.56%	0.07%
1.76%	Invesco Capital Management LLC	385,555	US$27.7m	28.6%	0.01%
1.74%	Charles Schwab Investment Management, Inc.	381,557	US$27.4m	-0.44%	no data
1.45%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	317,936	US$22.8m	5.39%	0.01%
1.28%	BNY Asset Management	281,137	US$20.2m	-7.28%	no data
1.26%	Goldman Sachs Group, Investment Banking and Securities Investments	276,062	US$19.8m	32.6%	0.01%
1.06%	Northern Trust Global Investments	231,722	US$16.6m	1.28%	no data
0.97%	Morgan Stanley, Investment Banking and Brokerage Investments	211,789	US$15.2m	-13.2%	no data
0.74%	Assenagon Asset Management S.A.	162,379	US$11.6m	70.8%	0.02%
0.72%	Mellon Investments Corporation	158,850	US$11.4m	0.1%	0.01%
0.68%	Citadel Advisors LLC	150,158	US$10.8m	-20.7%	0.01%
0.66%	Pacific Investment Management Company LLC	144,860	US$10.4m	9.23%	0.04%
0.66%	Columbia Management Investment Advisers, LLC	143,842	US$10.3m	1.39%	no data
0.65%	Qube Research & Technologies Ltd	141,780	US$10.2m	10.2%	0.02%
0.64%	PanAgora Asset Management, Inc.	140,107	US$10.0m	2.58%	0.05%
0.59%	Eaton Vance Management	130,187	US$9.3m	-0.18%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 12:41
End of Day Share Price	2024/12/20 00:00
Earnings	2024/08/31
Annual Earnings	2024/03/02

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Apogee Enterprises, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Eric Prouty	Canaccord Genuity
Eric Stine	Craig-Hallum Capital Group LLC
Brent Thielman	D.A. Davidson & Co.