Applied Industrial CAO receives new equity awards

APPLIED INDUSTRIAL TECHNOLOGIES INC granted Chief Accounting Officer Richard M. Wagner equity-based awards.

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC granted Chief Accounting Officer Richard M. Wagner equity-based awards. He received 215 restricted stock units, which vest four years from the grant date and are settled in shares of common stock. He also received 1,378 stock-only stock appreciation rights with an exercise price of $352.35 per share, becoming exercisable in 25% annual increments starting one year after grant, and expiring in 2036. Following these grants, Wagner directly holds 1,203 common shares.

Insider Trade Summary

Grant/Award: 1,593 shares

Grant/Award 2 txns

Insider Wagner Richard M

Role Chief Accounting Officer

Type	Security	Shares	Price	Value
Grant/Award	Stock Appreciation Rights F2	1,378	$0.00	$0.00
Grant/Award	Common Stock F1	215	$0.00	$0.00

Holdings After Transaction: Stock Appreciation Rights — 1,378 contracts (Direct); Common Stock — 1,203 shares (Direct)

Footnotes (2)

1. F1. Restricted stock units that vest four years from the date of grant and are settled in shares of Applied common stock.
2. F2. Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.

Key Figures

Restricted stock units granted: 215 units Stock appreciation rights granted: 1,378 rights SAR exercise price: $352.35 per share +2 more

5 metrics

Restricted stock units granted 215 units Equity award to Chief Accounting Officer vesting four years from grant

Stock appreciation rights granted 1,378 rights Stock-only stock appreciation rights granted to Chief Accounting Officer

SAR exercise price $352.35 per share Exercise price of stock-only stock appreciation rights

SAR expiration date 2036-08-11 Expiration of stock-only stock appreciation rights if unexercised

Common shares held after grant 1,203 shares Direct AIT common stock holdings following reported transactions

Key Terms

Restricted stock units, Stock appreciation rights, exercise price

3 terms

Restricted stock units financial

"Restricted stock units that vest four years from the date of grant"

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.

Stock appreciation rights financial

"Stock-only stock appreciation rights which become exercisable in annual increments"

Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.

exercise price financial

"conversion or exercise price: 352.3500"

The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.

FAQ

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

What equity awards did AIT grant to Richard M. Wagner on this Form 4?

Richard M. Wagner received 215 restricted stock units and 1,378 stock-only stock appreciation rights. The RSUs settle in common shares after vesting, and the SARs are exercisable over time at a fixed exercise price.

When do Richard M. Wagner’s new AIT restricted stock units vest?

The 215 restricted stock units vest four years from the date of grant. Once vested, they are settled in shares of Applied Industrial Technologies common stock, increasing his actual share ownership if he retains the shares.

What are the key terms of Richard M. Wagner’s AIT stock appreciation rights?

Wagner received 1,378 stock-only stock appreciation rights with an exercise price of $352.35 per share. They become exercisable in 25% annual installments starting one year after grant and expire in 2036 if not exercised.

How many AIT common shares does Richard M. Wagner hold after these transactions?

After the reported grants, Richard M. Wagner directly holds 1,203 shares of Applied Industrial Technologies common stock. This figure reflects his direct ownership position immediately following the equity awards disclosed.

Were Richard M. Wagner’s AIT transactions under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not affirmed (set to false). The reported transactions are equity grants rather than open-market trades and are not described as executed under a trading plan.

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

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Accepted by SEC EDGAR 08/13/2026 - 04:18 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^*

Wagner Richard M

(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)
	Chief Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/11/2026

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	08/11/2026		A		215(1)	A	$0	1,203	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
Stock Appreciation Rights	$352.35	08/11/2026		A		1,378		08/11/2027(2)	08/11/2036	Common Stock	1,378	$0	1,378	D

Explanation of Responses:

1. Restricted stock units that vest four years from the date of grant and are settled in shares of Applied common stock.

2. Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.

Remarks:

	/s/ Patricia A. Comai, POA for Richard M. Wagner	08/13/2026
	** 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)