Applied Industrial (AIT) Form 4: Broker Rescission Updates Insider Holdings

Rhea-AI Filing Summary

Applied Industrial Technologies (AIT) reporting person Jason W. Vasquez filed a Form 4 disclosing a correction to a previously reported sale. The broker rescinded a sale transaction on September 2, 2025 due to broker error, and the rescission was reported on the Form 4 filed September 4, 2025. The filing shows an entry of 5,447 shares acquired (transaction code J(1)) and a post-transaction beneficial ownership of 19,938 shares reported as direct holdings. The report also lists 866.565 shares held indirectly in a Retirement Savings Plan. The signature was submitted by a power of attorney on the reporting person's behalf.

Positive

• Rescission and correction were disclosed publicly, preserving compliance with reporting rules
• Post-transaction ownership totals provided (19,938 direct; 866.565 indirect) for transparency

Negative

• None.

Insights

Securities Compliance Analyst

TL;DR: A corrective Form 4 reports a rescinded sale due to broker error; disclosure maintains Section 16 transparency.

The filing documents a rescission of a previously reported sale transaction, recorded as a J(1) code event. The reporting of the rescission and updated share counts is consistent with Section 16 reporting obligations and helps preserve the public record of insider holdings. There is no indication in the form of any additional derivative activity or material change in total ownership beyond the corrected entry.

Financial Analyst

TL;DR: Insignificant for valuation; administrative correction changes reported share movement but not ownership materially.

The reported acquisition of 5,447 shares reflects a rescinded sale, not a new underlying economic decision by the insider. Post-report ownership is 19,938 shares direct plus 866.565 shares indirectly via a retirement plan. From a financial-materiality perspective, the filing documents a housekeeping correction rather than a substantive shift in insider stake or company capital structure.

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^*

Vasquez Jason W

(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-Sales & Marketing-USSC

3. Date of Earliest Transaction (Month/Day/Year)
09/02/2025

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	09/02/2025		J(1)		5,447	A	(1)	19,938	D
Common Stock								866.565	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. On September 2, 2025 the broker for the reporting person rescinded a sale transaction that was previously reported. The rescision was due to broker error in effecting the tranasaction.

Remarks:

	/s/ Patricia A . Comai, POA for Jason W. Vasquez	09/04/2025
	** 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 did the AIT Form 4 filed by Jason W. Vasquez report?

The Form 4 reported a broker-rescinded sale on September 2, 2025, an acquisition entry of 5,447 shares (code J(1)), and post-transaction holdings of 19,938 direct shares plus 866.565 indirect shares in a retirement plan.

Why was the original transaction rescinded in the AIT filing?

The filing states the rescission was due to broker error in effecting the transaction.

Does the Form 4 show any derivative or option activity for AIT?

No; Table II for derivative securities contains no reported transactions or holdings in this filing.

Who signed the AIT Form 4 for the reporting person?

The Form 4 was signed by Patricia A. Comai, POA on behalf of Jason W. Vasquez on September 4, 2025.

What ownership does the filing show for the retirement plan related to AIT?

The filing lists 866.565 shares as indirectly beneficially owned via a Retirement Savings Plan.

Was the rescission recorded with a transaction code in the filing?

Yes; the rescission appears as a transaction coded J(1), indicating a reported rescission event.