Does Hoffner have any indirect AIT share holdings reported on this Form 4?

Yes. The Form 4 reports an indirect holding of 455.352 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock through a Retirement Savings Plan, listed as an indirect ownership entry with that plan as the nature of ownership.

Applied Industrial exec reports tax share withholding

Q: What transaction did AIT officer Warren E. Hoffner III report on this Form 4?

Warren E. Hoffner III reported 207 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock withheld on 2026-08-08 to satisfy tax withholding obligations related to vesting restricted stock units, rather than an open-market purchase or sale.

Q: How many AIT shares were withheld for taxes in Hoffner’s 2026-08-08 transaction?

The transaction shows 207 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock withheld at $359.90 per share to cover tax withholding obligations upon vesting of restricted stock units, as noted in the footnote describing the purpose of the withholding.

Q: Was Hoffner’s AIT Form 4 transaction an open-market sale or part of compensation tax withholding?

The Form 4 describes the transaction as shares withheld to satisfy tax withholding obligations on vesting of restricted stock units, coded as an F transaction, indicating a tax or exercise-price related disposition rather than an open-market sale.

APPLIED INDUSTRIAL TECHNOLOGIES INC reported that officer Warren E. Hoffner III, VP, General Mgr-Fluid Power, had 207 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC reported that officer Warren E. Hoffner III, VP, General Mgr-Fluid Power, had 207 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units. After this withholding, he directly holds 40,544 shares of common stock and has an additional 455.352 shares held indirectly through a Retirement Savings Plan.

Insider Trade Summary

Tax Withholding: 207 shares

Tax Withholding 2 txns

Insider Hoffner Warren E III

Role VP, General Mgr-Fluid Power

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock ^F1	207	$359.90	$74K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 40,544 shares (Direct); Common Stock — 455.352 shares (Indirect, Retirement Savings Plan)

Footnotes (1)

F1. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

Key Figures

Shares withheld for taxes: 207 shares Withholding price per share: $359.90 per share Direct holdings after transaction: 40,544 shares +1 more

4 metrics

Shares withheld for taxes 207 shares Common stock withheld on 2026-08-08 to satisfy tax withholding on RSU vesting

Withholding price per share $359.90 per share Price used for the 207 withheld shares in the tax-related transaction

Direct holdings after transaction 40,544 shares Common stock directly held by Warren E. Hoffner III following the withholding

Indirect Retirement Plan holdings 455.352 shares Common stock held indirectly through a Retirement Savings Plan after the reported date

Key Terms

restricted stock units, Retirement Savings Plan, tax withholding obligations, Form 4

4 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.

Retirement Savings Plan financial

"indirect ownership with nature of ownership "Retirement Savings Plan""

tax withholding obligations financial

"Shares withheld by Registrant to satisfy tax withholding obligations"

Form 4 regulatory

"What transaction did AIT officer Warren E. Hoffner III report on this Form 4"

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.

FAQ

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

What transaction did AIT officer Warren E. Hoffner III report on this Form 4?

Warren E. Hoffner III reported 207 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock withheld on 2026-08-08 to satisfy tax withholding obligations related to vesting restricted stock units, rather than an open-market purchase or sale.

How many AIT shares were withheld for taxes in Hoffner’s 2026-08-08 transaction?

The transaction shows 207 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock withheld at $359.90 per share to cover tax withholding obligations upon vesting of restricted stock units, as noted in the footnote describing the purpose of the withholding.

What are Warren E. Hoffner III’s direct AIT holdings after this Form 4 event?

After the tax-related withholding, Warren E. Hoffner III directly holds 40,544 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock. This figure is reported as the total shares following the 207-share withholding transaction on 2026-08-08.

Was Hoffner’s AIT Form 4 transaction an open-market sale or part of compensation tax withholding?

The Form 4 describes the transaction as shares withheld to satisfy tax withholding obligations on vesting of restricted stock units, coded as an F transaction, indicating a tax or exercise-price related disposition rather than an open-market sale.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Available on EDGAR 08/11/2026 - 04:24 PM Accepted by SEC EDGAR 08/11/2026 - 04:24 PM

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^*

Hoffner Warren E III

(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)
	VP, General Mgr-Fluid Power

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	08/08/2026		F		207⁽¹⁾	D	$359.9	40,544	D
Common Stock								455.352	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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 Warren E. Hoffner, III	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)

Source: View Original Filing on SEC EDGAR