STOCK TITAN

Applied Industrial (NYSE: AIT) grants director 572 restricted shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Applied Industrial Technologies director Richard J. Simoncic reported a new equity award. On 01/20/2026, he received 572 shares of common stock as a grant of restricted stock under the company’s 2023 Long-Term Performance Plan at a stated price of $0 per share.

The filing notes that these restricted shares vest one year from the grant date. After this award, Simoncic directly beneficially owns 1,490 shares of Applied Industrial Technologies common stock.

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Simoncic Richard J

(Last) (First) (Middle)
ONE APPLIED PLAZA

(Street)
CLEVELAND OH 44115

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
APPLIED INDUSTRIAL TECHNOLOGIES INC [ AIT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/20/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/20/2026 A 572(1) A $0 1,490 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.
Remarks:
/s/ Patricia A. Comai, POA for Richard J. Simoncic 01/21/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did AIT director Richard J. Simoncic report?

Director Richard J. Simoncic reported receiving 572 shares of Applied Industrial Technologies (AIT) common stock as a grant of restricted stock on 01/20/2026.

Was the AIT insider transaction a purchase or a grant of shares?

The Form 4 shows a transaction code "A", indicating an acquisition. The footnote clarifies this was a grant of restricted stock under the 2023 Long-Term Performance Plan at a stated price of $0 per share.

How many AIT shares does Richard J. Simoncic own after this Form 4 transaction?

Following the reported grant, Richard J. Simoncic directly beneficially owns 1,490 shares of Applied Industrial Technologies common stock.

When do the restricted AIT shares granted to Richard J. Simoncic vest?

The footnote states that the 572 restricted shares granted under the 2023 Long-Term Performance Plan vest one year from the date of the grant.

What is Richard J. Simoncic’s relationship to Applied Industrial Technologies (AIT)?

The Form 4 identifies Richard J. Simoncic as a director of Applied Industrial Technologies and not a 10% owner or officer.

Is the AIT Form 4 transaction held directly or indirectly by Richard J. Simoncic?

The filing reports direct ownership (D) of the shares by Richard J. Simoncic, with no nature of indirect ownership specified.

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10.71B
37.40M
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1.86%
Industrial Distribution
Wholesale-machinery, Equipment & Supplies
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United States
CLEVELAND