Applied Industrial (AIT) director shifts 1,168 shares via deferred compensation move

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an internal restructuring of his holdings in company common stock. A total of 584 shares were distributed from a Deferred Compensation Plan for Non-Employee Directors to him, reflected as matching "J" code entries in direct and indirect holdings. Following these entries, he holds 24,763 shares directly and 2,673.73 shares indirectly through the Deferred Compensation Plan. These are non-derivative, non-market transactions classified as other acquisitions or dispositions.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Wallace Peter C

Role Director

Type	Security	Shares	Price	Value
Other	Common Stock	584	$327.39	$191K
Other	Common Stock	584	$327.39	$191K

Holdings After Transaction: Common Stock — 2,673.73 shares (Indirect, Deferred Compensation Plan); Common Stock — 24,763 shares (Direct)

Footnotes (1)

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Key Figures

Restructured Shares: 1,168 shares Distribution from Plan: 584 shares Reference Price: $327.39 per share +3 more

6 metrics

Restructured Shares 1,168 shares Total restructuringShares reported in transactionSummary for J-code transactions

Distribution from Plan 584 shares Shares distributed from Deferred Compensation Plan for Non-Employee Directors

Reference Price $327.39 per share Transaction price per share for each J-code common stock entry

Direct Holdings After 24,763 shares Common stock directly owned by Peter C. Wallace following the transaction

Indirect Holdings After 2,673.73 shares Common stock indirectly owned via Deferred Compensation Plan following the transaction

Other Transactions Count 2 Number of J-code non-derivative restructuring transactions reported

Key Terms

Deferred Compensation Plan, non-derivative, indirect ownership, Other acquisition or disposition, +1 more

5 terms

Deferred Compensation Plan financial

"Represents distribution from Deferred Compensation Plan for Non-Employee Directors"

A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.

non-derivative financial

"transaction_type": "non-derivative" for common stock entries"

indirect ownership financial

"direct_or_indirect": "I" with nature_of_ownership "Deferred Compensation Plan""

Other acquisition or disposition financial

"transaction_code_description": "Other acquisition or disposition""

restructuringShares financial

"transactionSummary shows restructuringShares of 1168"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/13/2026 - 04:34 PM Accepted by SEC EDGAR 07/13/2026 - 04:34 PM Learn about SEC filing dates

FAQ

What insider transaction did AIT director Peter C. Wallace report?

Peter C. Wallace reported an internal restructuring of 1,168 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock, involving a 584-share distribution from a Deferred Compensation Plan and corresponding adjustments to his direct and indirect holdings, without any reported open-market buys or sells.

How many AIT shares did Peter C. Wallace receive from the Deferred Compensation Plan?

He received a distribution of 584 shares from the Deferred Compensation Plan for Non-Employee Directors. The Form 4 describes this as an "Other acquisition or disposition" with transaction code J, indicating an internal restructuring rather than a market trade.

What are Peter C. Wallace’s direct AIT holdings after the reported transactions?

After the restructuring, Peter C. Wallace directly holds 24,763 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock. This figure reflects his position following the J-code transaction classified as an other acquisition or disposition on July 12, 2026.

What are Peter C. Wallace’s indirect AIT holdings in the Deferred Compensation Plan?

Following the transaction, Wallace holds 2,673.73 shares of AIT common stock indirectly through a Deferred Compensation Plan. This position is reported as indirect ownership with code I, tied to the non-employee directors’ deferred compensation arrangement.

Did the AIT Form 4 for Peter C. Wallace report any open-market buys or sells?

No. The filing reports no open-market purchases or sales. Both entries use transaction code J, described as "Other acquisition or disposition," and are categorized as non-derivative restructuring transactions with a neutral net buy/sell direction.

What was the reference price per AIT share in Peter C. Wallace’s Form 4?

Each of the two J-code entries references a price of $327.39 per share for AIT common stock. This price is used in the Form 4’s transaction detail, even though the transactions are categorized as internal other acquisitions or dispositions.

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^*

Wallace Peter C

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/12/2026

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	07/12/2026		J(1)		584	D	$327.39	2,673.73	I	Deferred Compensation Plan
Common Stock	07/12/2026		J(1)		584	A	$327.39	24,763	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. Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person.

Remarks:

	/s/ Patricia A. Comai, POA for Peter C. Wallace	07/13/2026
	** 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)