Applied Industrial VP reports tax-share withholding

APPLIED INDUSTRIAL TECHNOLOGIES INC officer Jason W. Vasquez, VP-Sales & Marketing-USSC, reported a Form 4 transaction involving company common stock.

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC officer Jason W. Vasquez, VP-Sales & Marketing-USSC, reported a Form 4 transaction involving company common stock. On 2026-08-08, 220 shares of common stock at $359.90 per share were withheld by the company to satisfy tax withholding obligations on the vesting of restricted stock units, rather than sold in the open market. Following this tax-withholding disposition, Vasquez directly held 14,271 shares of common stock. In addition, he reported indirect ownership of 885.459 shares of common stock held through a Retirement Savings Plan.

Insider Trade Summary

Tax Withholding: 220 shares

Tax Withholding 2 txns

Insider Vasquez Jason W

Role VP-Sales & Marketing-USSC

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	220	$359.90	$79K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 14,271 shares (Direct); Common Stock — 885.459 shares (Indirect, Retirement Savings Plan)

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: 220 shares Per-share value for withholding: $359.90 per share Direct holdings after transaction: 14,271 shares +1 more

4 metrics

Shares withheld for taxes 220 shares Common stock withheld on 2026-08-08 to satisfy tax withholding obligations

Per-share value for withholding $359.90 per share Value applied to 220 withheld common shares

Direct holdings after transaction 14,271 shares Directly held common stock following the 2026-08-08 withholding

Indirect plan holdings 885.459 shares Common stock held indirectly via Retirement Savings Plan

Key Terms

restricted stock units, Retirement Savings Plan, tax withholding obligations

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.

Retirement Savings Plan financial

"indirect ownership of 885.459 shares through a Retirement Savings Plan"

tax withholding obligations financial

"Shares withheld by Registrant to satisfy tax withholding obligations"

FAQ

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

What did AIT executive Jason W. Vasquez report on this Form 4?

Vasquez reported that 220 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock were withheld on 2026-08-08 to cover tax obligations from vesting restricted stock units, not as an open-market sale.

How many AIT shares were involved in the tax withholding for Jason W. Vasquez?

The company withheld 220 common shares at a value of $359.90 per share to satisfy tax withholding obligations arising from the vesting of restricted stock units held by Jason W. Vasquez.

What are Jason W. Vasquez’s direct AIT share holdings after this transaction?

After the tax-withholding disposition, Jason W. Vasquez directly held 14,271 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock, as reported in the Form 4 for the 2026-08-08 transaction.

Does Jason W. Vasquez have any indirect AIT share ownership reported?

Yes. In addition to his direct holdings, Vasquez reported 885.459 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock held indirectly through a Retirement Savings Plan.

Was the AIT Form 4 transaction by Jason W. Vasquez an open-market sale?

No. The Form 4 footnote states the 220 shares were withheld by the registrant to satisfy tax withholding obligations on vesting restricted stock units, rather than being sold on the open market.

What position does Jason W. Vasquez hold at APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)?

Jason W. Vasquez is reported as an officer of APPLIED INDUSTRIAL TECHNOLOGIES INC, serving as VP-Sales & Marketing-USSC, and he filed this Form 4 regarding his equity holdings and tax-withholding transaction.

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

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Available on EDGAR 08/11/2026 - 04:18 PM Accepted by SEC EDGAR 08/11/2026 - 04:17 PM Learn about SEC filing dates

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^*

Vasquez Jason W

(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-Sales & Marketing-USSC

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		220(1)	D	$359.9	14,271	D
Common Stock								885.459	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	08/11/2026
	** 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)