Applied Industrial (AIT) insider: 365 shares tax-withheld on RSU vesting

Rhea-AI Filing Summary

Applied Industrial Technologies, Inc. officer Kurt W. Loring reported a Form 4 disclosing a securities transaction dated 08/09/2025. The filing shows 365 common shares were withheld by the registrant to satisfy tax withholding on vesting of restricted stock units (Transaction Code F) at a reported price of $263.13. After the reported transaction, Mr. Loring beneficially owned 18,950 shares directly and reported an indirect holding shown as 33.321 via a Retirement Savings Plan. The Form 4 was signed under power of attorney by Patricia A. Comai on 08/12/2025.

Positive

• Transaction was a tax-withholding on RSU vesting (Code F), indicating this was an administrative action rather than an open-market sale.
• Reporting officer retains direct ownership of 18,950 shares after the withholding, showing continued equity alignment.

Negative

• 365 shares were withheld, which reduced the officer's direct share count by that amount.
• No additional context on the indirect holding labeled '33.321' is provided, leaving the exact magnitude unclear from this filing alone.

Insights

Corporate Governance Expert

TL;DR: Routine equity withholding on RSU vesting; no open-market sale reported.

The Form 4 documents a standard internal tax-withholding action associated with restricted stock unit vesting rather than an open-market disposition. The use of Transaction Code F with the explanatory note makes the nature of the transaction explicit: 365 shares were withheld to satisfy tax obligations at $263.13. This is a routine compensation event by an officer (VP-Chief HR Officer) and does not indicate a change in company control or a sale that would increase public float.

Compensation/Equity Analyst

TL;DR: Executive retained meaningful direct ownership; withholding reflects tax mechanics of RSU vesting.

The filing shows the officer continues to hold 18,950 direct shares after withholding, while also reporting an indirect stake via a Retirement Savings Plan noted as 33.321. The reported per-share price of $263.13 provides context for the tax-withheld value. For investors, this filing primarily documents administrative handling of vested equity rather than intent to divest.

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

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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^*

Loring Kurt 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-Chief HR Officer

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		365(1)	D	$263.13	18,950	D
Common Stock								33.321	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. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

Remarks:

	/s/ Patricia A. Comai POA for Kurt Loring	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.

FAQ

What did the AIT Form 4 filed by Kurt W. Loring report?

The Form 4 reports that on 08/09/2025 365 common shares were withheld to satisfy tax withholding on RSU vesting (Transaction Code F) at a reported price of $263.13.

How many AIT shares does Kurt W. Loring beneficially own after the reported transaction?

The filing shows 18,950 shares beneficially owned directly following the reported transaction and an indirect holding reported as 33.321 via a Retirement Savings Plan.

What is Kurt Loring's role at Applied Industrial Technologies (AIT)?

The Form 4 lists the reporting person as an officer with the title VP-Chief HR Officer.

What does Transaction Code F mean in this Form 4?

In this filing Transaction Code F is used and the explanation states: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

When was the Form 4 signed and by whom?

The Form 4 bears a signature by /s/ Patricia A. Comai POA for Kurt Loring dated 08/12/2025.