Applied Indl Technologies Inc SEC Filings

Richard M. Wagner, Chief Accounting Officer of Applied Industrial Technologies, reported equity awards granted on 08/12/2025. He was granted 286 restricted stock units (RSUs) that vest four years from the grant date and are settled in shares of Applied common stock. He was also granted 1,705 stock-only stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68; these SARs become exercisable in annual increments of 25% beginning 08/12/2026 and expire 08/12/2035. Following the reported transactions, the Form 4 shows beneficial ownership of 988 shares of common stock and 1,705 SARs (underlying 1,705 shares), all reported as direct holdings. The Form 4 was signed by Patricia A. Comai as POA for Mr. Wagner on 08/14/2025.

David K. Wells, Vice President, Chief Financial Officer and Treasurer of Applied Industrial Technologies, reported insider transactions dated 08/12/2025. The filing shows grant and vesting-related activity: 866 restricted stock units that vest in three years, 2,608 performance shares banked for the 2025 performance cycle (vest at the end of a three-year program), and 2,664 stock-only stock appreciation rights granted with an exercise price of $270.68 and exercisable in 25% annual increments beginning 08/12/2026. The registrant withheld 1,914 shares to satisfy tax-withholding on vesting. Following the reported transactions, Mr. Wells beneficially owned 32,801 shares of Applied common stock.

Applied Industrial Technologies (AIT) insider activity: Kurt W. Loring, VP-Chief HR Officer and a director, reported multiple equity transactions dated 08/12/2025. He received 593 restricted stock units that vest in three years and 1,840 performance shares banked for 2025 performance that vest at the end of a three-year program; both awards will be settled in common stock and were reported at $0 price (grants). He also exercised 1,207 shares via stock-only stock appreciation rights at an exercise price of $270.68, resulting in 1,825 SAR-related shares outstanding. After the transactions, Mr. Loring beneficially owned 20,176 common shares directly and 33.321 shares indirectly through a Retirement Savings Plan.

Applied Industrial Technologies (AIT) officer Jon S. Ploetz received equity awards on 08/12/2025 that were reported on Form 4. The filing shows the acquisition of 473 restricted stock units and 734 performance-based shares, both recorded as $0 purchase price awards and reflected as beneficial ownership totals of 2,708 and 3,442 shares respectively after each transaction. The filing also reports the grant of 1,453 stock appreciation rights (SARs) with a $270.68 exercise/conversion price, exercisable in annual 25% increments beginning 08/12/2026 and expiring 08/12/2035. The awards consist of time-vested restricted stock units, performance shares banked for the 2025 program, and stock-only SARs; they were signed by a power of attorney on 08/14/2025.

Applied Industrial Technologies insider transactions by VP-Sales & Marketing-USSC Jason W. Vasquez on 08/12/2025. The filing shows grant and settlement activity: 473 restricted stock units were granted that vest in three years, 1,465 performance shares were banked for the 2025 performance period (vesting at the end of a three-year program), and 1,269 shares were withheld by the company to satisfy tax withholding related to vested performance shares. Additionally, 1,453 stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68 were granted on 08/12/2025; these SARs vest in annual 25% increments beginning 08/12/2026 and expire 08/12/2035. Following the transactions, Vasquez beneficially owned 866.565 shares indirectly through the company Retirement Savings Plan and held 21,957 shares directly after the reported activity.

Warren E. Hoffner III, Vice President and General Manager—Fluid Power at Applied Industrial Technologies, reported multiple equity awards and a withholding transaction on 08/12/2025. The Form 4 shows 515 restricted stock units granted (vesting in three years) and 1,722 performance shares banked from 2025 performance (vesting at the end of a three-year program), both to be settled in Applied common stock. The filing also reports 927 shares withheld to satisfy tax withholding on vested performance shares at a price of $270.68, leaving beneficial ownership counts shown as 56,751 shares after the transactions. The report also records 1,582 stock appreciation rights granted on 08/12/2025 exercisable in annual 25% increments beginning 08/12/2026 and expiring 08/12/2035, and an indirect interest of 452.234 shares through a Retirement Savings Plan. The form was signed by a POA on 08/14/2025.

Applied Industrial Technologies reporting person Neil A. Schrimsher completed several equity-based awards and related tax withholding on 08/12/2025. The filing shows grant and vesting activity: 3,922 restricted stock units that vest in three years, 14,399 performance shares banked for the 2025 performance cycle that vest at the end of a three-year program, and 12,062 stock-only stock appreciation rights granted with a $270.68 strike price and an exercisability schedule beginning 08/12/2026 and expiring 08/12/2035.

The registrant withheld 12,303 shares to satisfy tax obligations upon vesting of performance shares. Reported beneficial ownership following the transactions shows common stock holdings of 176,406 shares (direct) and 436.903 shares held indirectly through a Retirement Savings Plan.

Applied Industrial Technologies, Inc. furnished an 8-K disclosing that it issued a press release reporting results for its fiscal 2025 fourth quarter ended June 30, 2025. The press release is attached as Exhibit 99.1 and the filing states the information is being furnished, not filed, under the Exchange Act. The 8-K itself does not include earnings figures, financial statements, or detailed operating metrics; the exhibit is the source for those details.

Applied Industrial Technologies insider report: Vice President-CFO & Treasurer David K. Wells recorded a transaction dated 08/09/2025 showing 516 shares of common stock were withheld to satisfy tax withholding on vested restricted stock units. The Form lists a per-share amount of $263.13 and shows Mr. Wells' beneficial ownership after the transaction as 31,241 shares.

The filing identifies the transaction with code "F" and includes an explanatory note that the shares were withheld by the registrant for tax withholding obligations. This is a routine equity-compensation tax-withholding action that reduced the number of delivered shares while leaving his direct ownership stake intact.