Applied Industrial VP uses 405 shares for tax withholding

APPLIED INDUSTRIAL TECHNOLOGIES INC executive Kurt W. Loring, VP-Chief HR Officer, reported a disposition of 405 shares of common stock on 2026-08-08.

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC executive Kurt W. Loring, VP-Chief HR Officer, reported a disposition of 405 shares of common stock on 2026-08-08. The shares were withheld by the company to satisfy tax withholding obligations upon vesting of restricted stock units at a reference price of $359.90 per share. After this withholding, he held 18,868 direct shares and an additional 33.554 shares indirectly through a Retirement Savings Plan.

Insider Trade Summary

Tax Withholding: 405 shares

Tax Withholding 2 txns

Insider Loring Kurt W.

Role VP-Chief HR Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	405	$359.90	$146K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 18,868 shares (Direct); Common Stock — 33.554 shares (Indirect, Retirement Savings Plan)

Footnotes (1)

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

Key Figures

Shares withheld for taxes: 405 shares Reference price per share: $359.90 per share Direct shares after transaction: 18,868 shares +1 more

4 metrics

Shares withheld for taxes 405 shares Common stock withheld on 2026-08-08 to satisfy tax withholding on RSU vesting

Reference price per share $359.90 per share Price used for the 405-share tax-withholding disposition

Direct shares after transaction 18,868 shares Direct ownership of Kurt W. Loring following the 405-share withholding

Indirect Retirement Plan shares 33.554 shares Indirect holdings through a Retirement Savings Plan after the reported date

Key Terms

restricted stock units, Retirement Savings Plan, tax withholding obligations

3 terms

restricted stock units financial

"tax withholding obligations on vesting of restricted stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Retirement Savings Plan financial

"33.5540 indirectly through a Retirement Savings Plan"

tax withholding obligations financial

"Shares withheld by Registrant to satisfy tax withholding obligations"

FAQ

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

What insider transaction did AIT executive Kurt W. Loring report?

Kurt W. Loring reported that 405 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock were withheld on 2026-08-08 to cover tax withholding obligations tied to vesting restricted stock units.

Was the AIT Form 4 transaction a market sale or tax withholding?

The Form 4 for AIT shows a tax-withholding disposition, not an open-market sale. 405 shares were withheld by the issuer to satisfy tax liabilities on RSU vesting.

At what price were the withheld AIT shares valued on the Form 4?

The 405 withheld shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock were reported at $359.90 per share, reflecting the price used to calculate the tax withholding obligation.

How many AIT shares does Kurt W. Loring hold after the reported transaction?

After the tax-withholding transaction, Kurt W. Loring directly held 18,868 shares of AIT common stock and 33.554 shares indirectly through a Retirement Savings Plan.

Does the AIT Form 4 indicate use of a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked as affirming a trading plan, and the transaction reflects shares withheld for taxes rather than discretionary market trading.

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

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Accepted by SEC EDGAR 08/11/2026 - 04:22 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^*

Loring Kurt W.

(Last) (First) (Middle)

ONE APPLIED PLAZA

(Street)

CLEVELAND OHIO 44115

(City) (State) (Zip)

UNITED STATES

(Country)

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-Chief HR Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	08/08/2026		F		405(1)	D	$359.9	18,868	D
Common Stock								33.554	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 Kurt Loring	08/11/2026
	** 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.
* Form 4: SEC 1474 (03-26)