APOG DEFA14A SEC Filing Analysis

Latest settled — T+5d

APOG ▼ -2.66% at T+5d

NEUTRAL call ✗ call lost -2.66% · α vs SPY -2.74% · entry $35.35 → $34.41

Next anchor: T+20d due 5d ago

Last close $40.14 (close Jun 12) · +13.55% from $35.35 entry

Entry anchored
May 12, 03:08 PM ET
via Databento tick

T+1d

-0.40%

call -0.40% · α -0.97%

$35.21

settled 5w ago

T+5d

-2.66%

call -2.66% · α -2.74%

$34.41

settled 27d ago

T+20d

—

call — · α —

—

due 5d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

Loading chart...

Executive Summary

Apogee Enterprises filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual Meeting to be held virtually on June 24, 2026. The meeting agenda includes election of two Class I directors, an advisory vote on executive compensation, approval to increase authorized shares under the 2019 Stock Incentive Plan from 2,150,000 to 2,950,000, and ratification of Deloitte & Touche as auditor. The filing is routine proxy material with no material financial data or unexpected proposals.

Actionable Insight

Routine proxy filing with no material financial surprises. The 800,000 share increase under the stock incentive plan is modest and standard practice. Monitor the vote outcome for any signs of shareholder dissent on executive compensation or director elections, though no activist campaign is evident from this filing alone.

Key Facts

Annual Meeting scheduled for June 24, 2026 at 8:00 AM CT, virtual format
Voting deadline: June 23, 2026 11:59 PM ET (June 22 for plan shares)
Proposal 1: Election of Class I directors Donald A. Nolan and Patricia K. Wagner
Proposal 2: Advisory vote on executive compensation (Say-on-Pay)
Proposal 3: Amendment to 2019 Stock Incentive Plan to increase authorized shares from 2,150,000 to 2,950,000 (800,000 share increase)
Proposal 4: Ratification of Deloitte & Touche LLP as independent auditor for FY ending Feb 27, 2027
Board recommends FOR all proposals
Cross-filing: 8-K filed 14 days ago (April 22, 2026) disclosed time-based restricted stock awards to six executive officers

Financial Impact

Proposal 3 seeks to increase authorized shares under the stock incentive plan by 800,000 shares (from 2,150,000 to 2,950,000), representing approximately 3.6% dilution based on current shares outstanding. No financial results or guidance provided.

dilution

Risk Factors

Potential dilution of ~3.6% from proposed stock plan amendment if approved
No financial data or guidance provided in this filing

Market Snapshot

Exchange

Nasdaq

Sector

Glass Products, Made of Purchased Glass

Analyst Consensus

89% bullish (9 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

Document	Accession Number
DEFA14A Filing (Primary)	0000006845-26-000034
Document: 0000006845-26-000034-index-headers.html	0000006845-26-000034
Document: 0000006845-26-000034-index.html	0000006845-26-000034
Document: 0000006845-26-000034.txt	0000006845-26-000034

4 reports for APOG

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for APOG — sortable, filterable
	Type				Now
May 29, 2026 16d ago	8-K NEUTRAL ★ 3/10	$38.41 $37.33	▼ −2.81%	▼ −2.52%	$40.14 (+4.50%)
May 28, 2026 17d ago	8-K BULLISH ★ 7/10	$37.74 $37.33	▼ −1.09%	▼ −1.04%	$40.14 (+6.36%)
May 12, 2026 4w ago	DEFA14A NEUTRAL ★ 3/10	$35.35 $34.41	▼ −2.66%	▼ −2.74%	$40.14 (+13.55%)
Apr 24, 2026 7w ago	8-K BEARISH ★ 8/10	$38.29 $36.40	▲ +4.94%	▲ +5.85%	$40.14 (−4.83%)

US Market Status

Market Closed — Opens in 5h 8m

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access