Applied Industrial (AIT) Notice: $2.28M Proposed Sale from Equity Vesting

Rhea-AI Filing Summary

Applied Industrial Technologies reported a Notice of Proposed Sale on Form 144 indicating an intended sale of 8,523 common shares through Charles Schwab & Co., with an aggregate market value of $2,276,171 and an approximate sale date of 08/22/2025 on the NYSE. The filing shows these shares derive from recent equity compensation events: 835 shares from restricted stock lapse (08/09/2025), 2,290 shares from a performance award lapse (08/12/2025), and 5,398 shares from stock appreciation rights (08/20/2025). The filer states no sales in the past three months and includes the standard representation that no material nonpublic information is known.

Positive

• Full disclosure of broker, share count, aggregate market value, and source of securities consistent with Rule 144
• Securities originate from equity compensation (restricted stock lapse, performance award lapse, and SARs), not open-market purchases

Negative

• Insider sale of 8,523 shares valued at $2,276,171 is being proposed, which represents insider monetization of equity
• Filing lacks contextual company details such as role of the selling person or reason for sale beyond the equity vesting events

Insights

Securities Analyst

TL;DR: Small insider sale from equity compensation; disclosure aligns with Rule 144 requirements and appears routine.

The filing shows an intended sale of 8,523 shares valued at $2.28M executed through a broker, sourced entirely from recent equity compensation vesting events on 08/09/2025, 08/12/2025, and 08/20/2025. The notice states no other sales in the prior three months and includes the standard representation regarding material nonpublic information. Given the number of shares outstanding reported (37,752,947), the offered shares represent a very small portion of float, suggesting limited immediate market impact. This is a routine compliance disclosure rather than an operational development.

Corporate Governance Expert

TL;DR: Form 144 properly documents disposition of recently vested equity; procedural transparency is appropriate.

The form identifies the class, broker, amount, market value, and origin of the securities (restricted stock lapse, performance award lapse, and stock appreciation rights). The inclusion of the standard attestation about possession of material nonpublic information and the absence of reported sales in the prior three months indicate the filer followed procedural norms. From a governance perspective, the filing documents insider monetization of compensation, but the scale relative to total shares outstanding is minimal based on the numbers provided.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Charles Schwab & Co., Inc. 3000 Schwab Way Westlake TX 76262	8523	2276171.00	37752947	08/22/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/09/2025	Restricted Stock Lapse	APPLIED INDUSTRIAL TECHNOLOGIES INC			835	08/09/2025	Equity Compensation
Common	08/12/2025	Performance Award Lapse	APPLIED INDUSTRIAL TECHNOLOGIES INC			2290	08/12/2025	Equity Compensation
Common	08/20/2025	Stock Appreciation Rights	APPLIED INDUSTRIAL TECHNOLOGIES INC			5398	08/20/2025	Equity Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does Applied Industrial Technologies (AIT) report on this Form 144?

Answer: The filer proposes to sell 8,523 common shares through Charles Schwab with an aggregate market value of $2,276,171, approximately on 08/22/2025 on the NYSE.

What is the source of the shares being sold in the AIT Form 144?

Answer: The shares result from equity compensation: 835 restricted stock lapse (08/09/2025), 2,290 performance award lapse (08/12/2025), and 5,398 stock appreciation rights (08/20/2025).

Does the Form 144 report any other sales by this person in the past three months?

Answer: The filing indicates "Nothing to Report" for securities sold during the past three months.

Through which broker will the AIT shares be sold?

Answer: The proposed sale is to be executed through Charles Schwab & Co., Inc.

How large is the proposed sale relative to AIT's outstanding shares?

Answer: The filing lists 37,752,947 shares outstanding; the proposed sale of 8,523 shares is a small fraction of that total based on the numbers provided.