Applied Industrial (AIT) Officer Withholds 409 Shares for Taxes

Rhea-AI Filing Summary

Reporting person: Jason W. Vasquez, an officer of Applied Industrial Technologies Inc. (AIT) with the title VP-Sales & Marketing-USSC, filed a Form 4 disclosing a routine withholding transaction.

On 08/09/2025 the registrant withheld 409 shares of Applied Industrial Technologies common stock to satisfy tax withholding obligations that arose on the vesting of restricted stock units; the reported price is $263.13 per share and the transaction is shown with transaction code F. Following the transaction the filing reports 21,288 shares beneficially owned directly and 865.212 shares beneficially owned indirectly through a Retirement Savings Plan. The Form 4 was signed on behalf of Vasquez by Patricia A. Comai, POA, on 08/12/2025.

Insights

Financial Analyst

TL;DR: Routine tax-withholding on vested RSUs; small share withholding, no open-market sale reported, neutral for shareholders.

The filing documents a withholding of 409 shares at a reported price of $263.13 on 08/09/2025 to cover taxes when restricted stock units vested. This is a common administrative post-vesting action and does not indicate a voluntary sale or change in insider intent. The direct beneficial ownership after the withholding remains 21,288 shares with an additional 865.212 held indirectly via the Retirement Savings Plan. From a financial-analytics perspective, the disclosure is routine and provides no information suggesting material change to insider alignment with shareholders.

Corporate Governance Expert

TL;DR: Administrative withholding for tax compliance on RSU vesting; governance procedures appear followed, no material governance event.

The Form 4 shows the registrant withheld shares to satisfy tax obligations tied to RSU vesting, with the transaction recorded under code F and an explicit explanatory note. The filing was executed by a power of attorney, which is consistent with standard practice for timely reporting. There is no indication of departures, pledging, or discretionary insider selling beyond the withholding, so this disclosure represents routine compliance rather than a governance concern.

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
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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^*

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)
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		409(1)	D	$263.13	21,288	D
Common Stock								865.212	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 Jason W. Vasquez	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 transaction did Jason W. Vasquez report on the Form 4 for AIT?

The Form 4 reports that on 08/09/2025 409 shares were withheld by the registrant to satisfy tax withholding on vested restricted stock units; the reported price was $263.13 per share.

How many shares does Jason W. Vasquez beneficially own after the reported transaction?

After the reported transaction the filing shows 21,288 shares beneficially owned directly and 865.212 shares beneficially owned indirectly through a Retirement Savings Plan.

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

The Form 4 lists Jason W. Vasquez as an officer with the title VP-Sales & Marketing-USSC.

When was the Form 4 signed and who signed it?

The signature block shows the Form 4 was signed on behalf of Jason W. Vasquez by Patricia A. Comai, POA on 08/12/2025.

What explanation does the Form 4 provide for the transaction code listed?

The explanatory note states: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. The transaction is shown with code F in the table.