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

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.

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.

Insights

Securities Analyst

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.

Corporate Governance Expert

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.

Insider Trade Summary

Exercise Price or Tax Liability: 516 shares

Exercise Price or Tax Liability 1 txn

Insider Wells David K.

Role Vice President-CFO & Treasurer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	516	$263.13	$136K

Holdings After Transaction: Common Stock — 31,241 shares (Direct)

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 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.

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

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Accepted by SEC EDGAR 08/12/2025 - 04:27 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^*

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.