STOCK TITAN

[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Applied Industrial Technologies insider report: Vice President-CFO & Treasurer David K. Wells recorded a transaction dated 08/09/2025 showing 516 shares of common stock were withheld to satisfy tax withholding on vested restricted stock units. The Form lists a per-share amount of $263.13 and shows Mr. Wells' beneficial ownership after the transaction as 31,241 shares.

The filing identifies the transaction with code "F" and includes an explanatory note that the shares were withheld by the registrant for tax withholding obligations. This is a routine equity-compensation tax-withholding action that reduced the number of delivered shares while leaving his direct ownership stake intact.

Segnalazione insider di Applied Industrial Technologies: Il Vicepresidente, CFO e Tesoriere David K. Wells ha registrato una transazione del 08/09/2025 che mostra che 516 azioni ordinarie sono state trattenute per soddisfare la ritenuta fiscale sulle unità azionarie vincolate maturate. Il modulo indica un importo per azione di $263.13 e mostra la titolarità effettiva di Mr. Wells dopo la transazione pari a 31,241 azioni.

La comunicazione identifica la transazione con il codice "F" e include una nota esplicativa secondo cui le azioni sono state trattenute dall'emittente per obblighi di ritenuta fiscale. Si tratta di un'operazione di routine di ritenuta fiscale legata alla remunerazione in azioni che ha ridotto il numero di azioni consegnate senza modificare la sua partecipazione diretta.

Informe interno de Applied Industrial Technologies: El vicepresidente, CFO y tesorero David K. Wells registró una transacción con fecha 08/09/2025 que muestra que se retuvieron 516 acciones ordinarias para satisfacer la retención fiscal sobre unidades de acciones restringidas ya consolidadas. El formulario indica un importe por acción de $263.13 y muestra la titularidad beneficiaria de Wells tras la operación como 31,241 acciones.

La presentación identifica la operación con el código "F" e incluye una nota explicativa en la que se indica que las acciones fueron retenidas por el emisor para cumplir obligaciones de retención fiscal. Se trata de una acción rutinaria de retención fiscal asociada a la compensación en acciones que redujo el número de acciones entregadas sin alterar su participación directa.

Applied Industrial Technologies 내부 보고: 부사장·CFO 겸 재무담당자 David K. Wells가 08/09/2025자 거래를 신고했으며, 516주의 보통주가 기초 제한 주식 단위(RSU)의 세금 원천징수를 충당하기 위해 보류되었다고 기재되어 있습니다. 신고서에는 주당 금액이 $263.13로 기재되어 있으며, 거래 후 Wells의 실질 보유 주식 수는 31,241주로 표시됩니다.

해당 신고는 거래를 코드 "F"로 식별하며, 주식이 발행인에 의해 세금 원천징수 의무를 이행하기 위해 보류되었다는 설명을 포함하고 있습니다. 이는 주식 보상에 따른 세금 원천징수의 일상적인 조치로, 지급되는 주식 수를 줄였지만 그의 직접 보유 지분에는 변함이 없습니다.

Déclaration d'initié d'Applied Industrial Technologies : Le vice-président, directeur financier (CFO) et trésorier David K. Wells a enregistré une opération datée du 08/09/2025 indiquant que 516 actions ordinaires ont été retenues pour couvrir la retenue fiscale sur des unités d'actions restreintes devenues acquises. Le formulaire précise un montant par action de $263.13 et indique la détention effective de M. Wells après l'opération à 31,241 actions.

Le dépôt identifie la transaction par le code "F" et comprend une note explicative indiquant que les actions ont été retenues par l'émetteur pour répondre aux obligations de retenue fiscale. Il s'agit d'une opération courante de retenue fiscale liée à la rémunération en actions, qui a réduit le nombre d'actions livrées sans modifier sa participation directe.

Insider-Meldung von Applied Industrial Technologies: Vizepräsident, CFO und Schatzmeister David K. Wells meldete eine Transaktion vom 08/09/2025, die zeigt, dass 516 Stammaktien einbehalten wurden, um die Steuerabzüge auf fällige Restricted Stock Units zu erfüllen. Im Formular ist ein Betrag pro Aktie von $263.13 angegeben und nach der Transaktion wird Wells' wirtschaftlicher Besitz mit 31,241 Aktien ausgewiesen.

Die Meldung kennzeichnet die Transaktion mit dem Code "F" und enthält den Hinweis, dass die Aktien vom Emittenten zur Erfüllung von Steuerabzugsverpflichtungen einbehalten wurden. Dies ist eine routinemäßige Maßnahme zur steuerlichen Einbehaltung bei aktienbasierter Vergütung, die die Anzahl der ausgelieferten Aktien verringerte, ohne seine direkte Beteiligung zu verändern.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine tax-withholding on vested RSUs; negligible investor impact.

The Form 4 shows a standard withholding of 516 shares to satisfy tax liabilities tied to vested restricted stock units for David K. Wells, with a reported per-share amount of $263.13 and post-transaction beneficial ownership of 31,241 shares. Transaction code "F" and the explanatory note confirm this is a withholding, not an open-market sale. For investors, this is procedural compensation administration and does not materially change insider ownership concentration.

TL;DR: Compliance with reporting and tax obligations; governance process functioning as expected.

The filing documents compliance with tax-withholding requirements on RSU vesting and includes an explanatory remark stating shares were withheld by the registrant for tax obligations. The report was filed for a single reporting person and signed via power of attorney, indicating standard internal reporting controls. This event reflects routine administration of equity compensation rather than a governance concern.

Segnalazione insider di Applied Industrial Technologies: Il Vicepresidente, CFO e Tesoriere David K. Wells ha registrato una transazione del 08/09/2025 che mostra che 516 azioni ordinarie sono state trattenute per soddisfare la ritenuta fiscale sulle unità azionarie vincolate maturate. Il modulo indica un importo per azione di $263.13 e mostra la titolarità effettiva di Mr. Wells dopo la transazione pari a 31,241 azioni.

La comunicazione identifica la transazione con il codice "F" e include una nota esplicativa secondo cui le azioni sono state trattenute dall'emittente per obblighi di ritenuta fiscale. Si tratta di un'operazione di routine di ritenuta fiscale legata alla remunerazione in azioni che ha ridotto il numero di azioni consegnate senza modificare la sua partecipazione diretta.

Informe interno de Applied Industrial Technologies: El vicepresidente, CFO y tesorero David K. Wells registró una transacción con fecha 08/09/2025 que muestra que se retuvieron 516 acciones ordinarias para satisfacer la retención fiscal sobre unidades de acciones restringidas ya consolidadas. El formulario indica un importe por acción de $263.13 y muestra la titularidad beneficiaria de Wells tras la operación como 31,241 acciones.

La presentación identifica la operación con el código "F" e incluye una nota explicativa en la que se indica que las acciones fueron retenidas por el emisor para cumplir obligaciones de retención fiscal. Se trata de una acción rutinaria de retención fiscal asociada a la compensación en acciones que redujo el número de acciones entregadas sin alterar su participación directa.

Applied Industrial Technologies 내부 보고: 부사장·CFO 겸 재무담당자 David K. Wells가 08/09/2025자 거래를 신고했으며, 516주의 보통주가 기초 제한 주식 단위(RSU)의 세금 원천징수를 충당하기 위해 보류되었다고 기재되어 있습니다. 신고서에는 주당 금액이 $263.13로 기재되어 있으며, 거래 후 Wells의 실질 보유 주식 수는 31,241주로 표시됩니다.

해당 신고는 거래를 코드 "F"로 식별하며, 주식이 발행인에 의해 세금 원천징수 의무를 이행하기 위해 보류되었다는 설명을 포함하고 있습니다. 이는 주식 보상에 따른 세금 원천징수의 일상적인 조치로, 지급되는 주식 수를 줄였지만 그의 직접 보유 지분에는 변함이 없습니다.

Déclaration d'initié d'Applied Industrial Technologies : Le vice-président, directeur financier (CFO) et trésorier David K. Wells a enregistré une opération datée du 08/09/2025 indiquant que 516 actions ordinaires ont été retenues pour couvrir la retenue fiscale sur des unités d'actions restreintes devenues acquises. Le formulaire précise un montant par action de $263.13 et indique la détention effective de M. Wells après l'opération à 31,241 actions.

Le dépôt identifie la transaction par le code "F" et comprend une note explicative indiquant que les actions ont été retenues par l'émetteur pour répondre aux obligations de retenue fiscale. Il s'agit d'une opération courante de retenue fiscale liée à la rémunération en actions, qui a réduit le nombre d'actions livrées sans modifier sa participation directe.

Insider-Meldung von Applied Industrial Technologies: Vizepräsident, CFO und Schatzmeister David K. Wells meldete eine Transaktion vom 08/09/2025, die zeigt, dass 516 Stammaktien einbehalten wurden, um die Steuerabzüge auf fällige Restricted Stock Units zu erfüllen. Im Formular ist ein Betrag pro Aktie von $263.13 angegeben und nach der Transaktion wird Wells' wirtschaftlicher Besitz mit 31,241 Aktien ausgewiesen.

Die Meldung kennzeichnet die Transaktion mit dem Code "F" und enthält den Hinweis, dass die Aktien vom Emittenten zur Erfüllung von Steuerabzugsverpflichtungen einbehalten wurden. Dies ist eine routinemäßige Maßnahme zur steuerlichen Einbehaltung bei aktienbasierter Vergütung, die die Anzahl der ausgelieferten Aktien verringerte, ohne seine direkte Beteiligung zu verändern.

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*
Wells David K.

(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)
Vice President-CFO & Treasurer
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 516(1) D $263.13 31,241 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 withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.
Remarks:
/s/ Patricia A. Comai POA for David K. Wells 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).
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 transaction did the AIT Form 4 report?

The Form 4 reports 516 shares were withheld to satisfy tax withholding on vesting of restricted stock units, transaction date 08/09/2025, transaction code F.

Who is the reporting person on the AIT Form 4?

David K. Wells, Vice President-CFO & Treasurer, is the reporting person listed on the Form 4.

How many AIT shares does David K. Wells beneficially own after the transaction?

31,241 shares are reported as beneficially owned following the reported transaction.

What price per share is shown on the AIT Form 4?

$263.13 per share is the per-share amount listed in the transaction section of the Form 4.

Why were the shares withheld according to the AIT filing?

The explanatory note states the shares were withheld by the registrant to satisfy tax withholding obligations on vesting of restricted stock units.
Applied Indl Technologies Inc

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