Applied Industrial Technologies filings document operating results, capital structure, financing arrangements, and governance for an NYSE-listed industrial distributor. Recent Form 8-K reports furnish quarterly earnings releases and Regulation FD disclosures tied to sales, earnings, cash flow, guidance, dividends, and share repurchase authorization.
Other filings describe material credit arrangements, including a senior unsecured revolving credit facility and amendments to an accounts receivable securitization facility involving AIT Receivables LLC. Proxy and annual meeting materials cover director elections, executive compensation votes, auditor ratification, board governance, and shareholder voting outcomes.
Applied Industrial Technologies Inc. director Peter C. Wallace reported a grant/award acquisition of 4 shares of Common Stock on September 30, 2026, held indirectly through a Deferred Compensation Plan, at a reported price of $323.98 per share. After the transaction, the plan-held position was 2,678 shares. Wallace also reported 22,859 shares held directly as of September 30, 2026.
Applied Industrial Technologies, Inc. (AIT) is asking shareholders to vote at its October 20, 2026 annual meeting on three items: electing three directors for terms expiring in 2029, approving on a nonbinding basis the compensation of its named executive officers, and ratifying Deloitte & Touche LLP as independent auditor for the year ending June 30, 2027. The Board recommends voting FOR all three proposals.
The Board remains majority independent, with an independent chair role, fully independent key committees, and stock ownership guidelines requiring non-employee directors to hold shares worth at least five times their annual retainer. In fiscal 2026, AIT reports record net sales of $5.0 billion, net income of $414.5 million, and $389.8 million of cash returned to shareholders via dividends and buybacks. Executive pay is structured with a strong performance orientation: on average 69% of named executive officers’ target compensation (84% for the CEO) is performance-based, with annual incentives tied mainly to net income and working capital efficiency and long-term incentives delivered through performance shares, stock appreciation rights, and restricted stock units.
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) director Peter C. Wallace reported a sale of 1,904 shares of common stock on 2026-08-26 in an open-market or private transaction at a weighted average price of $340.4463 per share, with trade prices ranging from $340 to $340.65. After this sale, he directly holds 22,859 shares and has an additional 2,673.73 shares in a Deferred Compensation Plan reported as indirect ownership.
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) received a Rule 144 notice relating to planned sales of its common stock for the account of director Peter C. Wallace, through the PETER C WALLACE TRUST. The notice covers 1,904 shares of common stock held at Charles Schwab & Co., Inc., with an aggregate market value of 648210.00, and notes that there are 36,698,856 shares of this class outstanding. The securities to be sold were acquired through Restricted Stock Lapse equity compensation awards of 1,571 shares on 07/12/2025 and 333 shares on 01/24/2024.
Applied Industrial Technologies Inc. (AIT) reported that Vice President-CFO & Treasurer David K. Wells sold common stock in an open-market or private transaction. On 2026-08-18, he sold 1,812 shares at a weighted average price of $355.0989 per share, with individual sale prices ranging from $355.03 to $355.33. Following this transaction, he directly held 32,050 shares of AIT common stock.
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) reported insider equity compensation activity by Jason W. Vasquez, VP-Sales & Marketing-USSC. On 2026-08-18 he exercised 7,700 Stock Appreciation Rights$53.872,774 common shares885.459 common shares
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) reports that officer David K. Wells has filed a Rule 144 notice covering a proposed sale of 1,812 shares of common stock held at Charles Schwab. The shares derive from equity compensation, including 711 restricted stock shares vesting on 08/08/2026 and 1,101 performance stock shares vesting on 08/11/2026, which may be sold on the NYSE.
Applied Industrial Technologies, Inc. reported changes to its Board of Directors. On August 11, 2026, the company elected Pamela J. Tomczik, age 52, to the Board with a term expiring in October 2026. She currently serves as Senior Vice President, Treasurer and Business Development of Target Corporation and previously held corporate development and legal roles at Target, Thomson Reuters, Travelers and Andersen Corporation. As a non-employee director, she will receive compensation consistent with other non-employee directors and will enter into an Indemnification Agreement in the form previously filed with the SEC. On the same date, Peter C. Wallace submitted his notice of retirement from the Board in line with Applied’s director retirement policy, effective at the annual meeting of shareholders on October 20, 2026.
TOMCZIK PAMELA J reported acquisition or exercise transactions in this Form 4 filing.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Pamela J. Tomczik reported an equity compensation grant of 234 shares of Common Stock. The shares are designated as restricted stock granted under the 2023 Long-Term Performance Plan and are scheduled to vest one year from the August 11, 2026 grant date. Following this award, her reported direct holdings total 234 shares.