AIT Insider: 268 Shares Withheld at $263.13 on RSU Vesting

Warren E. Hoffner III, VP and General Manager - Fluid Power, reported a Form 4 for Applied Industrial Technologies, Inc. (AIT) showing transactions dated 08/09/2025 relating to restricted stock units.

Rhea-AI Filing Summary

Warren E. Hoffner III, VP and General Manager - Fluid Power, reported a Form 4 for Applied Industrial Technologies, Inc. (AIT) showing transactions dated 08/09/2025 relating to restricted stock units. The filing states that 268 shares were withheld by the registrant to satisfy tax withholding obligations on the vesting of restricted stock units at a price shown as $263.13. After the reported transaction, the filing shows 55,441 shares held directly and 452.243 shares held indirectly via a Retirement Savings Plan.

The form is signed by Patricia A. Comai as POA for Mr. Hoffner on 08/12/2025. The disclosure is limited to the withholding-for-taxes vesting event and does not include other transactions or company financial results.

Insights

Securities Analyst

TL;DR: Routine tax-withholding on RSU vesting; modest change in direct holdings.

The Form 4 documents a standard practice where 268 shares were withheld to cover taxes when restricted stock units vested. The reported per-share value is shown as $263.13, and direct beneficial ownership after the event is 55,441 shares. This disclosure is procedural and does not indicate an open-market sale or acquisition that would change liquidity or signal a trading intent.

Corporate Governance Expert

TL;DR: Insider filing reflects compensation settlement; no governance red flags.

The filing identifies Mr. Hoffner as an officer and documents withholding to satisfy tax obligations on vesting RSUs, with 268 shares withheld and an indirect holding noted via the Retirement Savings Plan (452.243 shares). The form is executed by a Power of Attorney, which is a common administrative practice. No departures, material transactions, or policy concerns are disclosed in this filing.

Insider Trade Summary

Exercise Price or Tax Liability: 268 shares

Exercise Price or Tax Liability 2 txns

Insider Hoffner Warren E III

Role VP, General Mgr-Fluid Power

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	268	$263.13	$71K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 55,441 shares (Direct); Common Stock — 452.243 shares (Indirect, Retirement Savings Plan)

Footnotes (1)

1. F1. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did Warren E. Hoffner III report on Form 4 for AIT?

The Form 4 reports that 268 shares were withheld by the registrant to satisfy tax withholding obligations on the vesting of restricted stock units, with the transaction dated 08/09/2025.

How many AIT shares does Hoffner hold after the reported transaction?

The filing shows 55,441 shares held directly following the reported transaction and 452.243 shares held indirectly via a Retirement Savings Plan.

At what price were the withheld shares recorded on the Form 4?

The Form 4 lists a price of $263.13 associated with the withheld shares.

Who signed the Form 4 on behalf of Warren E. Hoffner III and when?

The form is signed by Patricia A. Comai as POA for Warren E. Hoffner III on 08/12/2025.

Does the Form 4 indicate an open-market sale of AIT shares by Hoffner?

No. The filing's explanation states the shares were withheld by the registrant to satisfy tax withholding obligations on vesting of restricted stock units, not an open-market sale.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/12/2025 - 04:17 PM EDT Learn about SEC filing dates

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^*

Hoffner Warren E III

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	VP, General Mgr-Fluid Power

3. Date of Earliest Transaction (Month/Day/Year)
08/09/2025

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	08/09/2025		F		268(1)	D	$263.13	55,441	D
Common Stock								452.243	I	Retirement Savings Plan

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 withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

Remarks:

	/s/ Patricia A. Comai POA for Warren E. Hoffner, III	08/12/2025
	** 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).
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