Applied Industrial (AIT) CFO withholds shares to cover RSU tax obligations

Rhea-AI Filing Summary

Applied Industrial Technologies reported that Vice President-CFO & Treasurer David K. Wells had 573 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon the vesting of restricted stock units, at $359.90 per share. Following this tax-withholding disposition, he directly holds 32,228 shares of common stock.

Insider Trade Summary

Net Seller: 573 shares

Net Sell 1 txn

Insider Wells David K.

Role Vice President-CFO & Treasurer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	573	$359.90	$206K

Holdings After Transaction: Common Stock — 32,228 shares (Direct)

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: 573 shares Price per share: $359.90 Shares held after transaction: 32,228 shares

3 metrics

Shares withheld for taxes 573 shares Shares withheld to satisfy tax withholding obligations on RSU vesting on 2026-08-08

Price per share $359.90 Per-share value used for the 573-share tax-withholding disposition

Shares held after transaction 32,228 shares Direct common stock holdings of David K. Wells following the transaction

Key Terms

restricted stock units, tax withholding obligations, Form 4

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.

tax withholding obligations financial

"Shares withheld by Registrant to satisfy tax withholding obligations"

Form 4 regulatory

"reported in the Form 4 insider filing"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/11/2026 - 04:16 PM Accepted by SEC EDGAR 08/11/2026 - 04:15 PM Learn about SEC filing dates

FAQ

What insider transaction did AIT CFO David K. Wells report?

David K. Wells reported 573 shares of Applied Industrial Technologies common stock withheld on 2026-08-08 to cover tax withholding on vested restricted stock units at $359.90 per share.

How many AIT shares does the CFO hold after this Form 4 transaction?

After the tax-withholding disposition, the CFO directly holds 32,228 shares of Applied Industrial Technologies common stock, as reported in the Form 4 insider filing.

What does transaction code F mean in the AIT Form 4 filing?

In this AIT Form 4, code F represents payment of tax liability by delivering or withholding securities, specifically shares withheld to satisfy tax obligations on vested restricted stock units.

Was the AIT CFO’s Form 4 transaction under a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not marked, and there is no footnote indicating a trading plan, so the reported tax-withholding transaction is not identified as pursuant to a 10b5-1 plan.

Did the AIT CFO sell shares on the open market in this Form 4?

No open-market sale is reported. The Form 4 shows 573 shares were withheld by the company to satisfy tax withholding obligations related to the vesting of restricted stock units.

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 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)
	Vice President-CFO & Treasurer

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		573(1)	D	$359.9	32,228	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	08/11/2026
	** 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)