Applied Industrial (AIT) VP Ploetz has 291 shares withheld to cover tax liability

Rhea-AI Filing Summary

Applied Industrial Technologies Inc (AIT) reported an insider equity transaction by vice president, general counsel and secretary Jon S. Ploetz. On 2026-08-08, 291 shares of Common Stock were disposed of at $359.90 per share to satisfy tax withholding obligations upon the vesting of restricted stock units, as noted in the footnote. Following this withholding transaction, Ploetz directly held 3,005 shares of Common Stock.

Insider Trade Summary

Net Seller: 291 shares

Net Sell 1 txn

Insider Ploetz Jon S

Role VP-General Counsel & Secretary

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	291	$359.90	$105K

Holdings After Transaction: Common Stock — 3,005 shares (Direct)

Footnotes (1)

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

Key Figures

Shares withheld: 291 shares Per-share price: $359.90 per share Shares held after transaction: 3,005 shares +1 more

4 metrics

Shares withheld 291 shares Common Stock disposed of to satisfy tax withholding obligations on 2026-08-08

Per-share price $359.90 per share Price applied to the 291 withheld shares for tax withholding disposition

Shares held after transaction 3,005 shares Direct Common Stock holdings of Jon S. Ploetz following the transaction

Code F shares 291 shares Shares reported under transaction code F for payment of tax liability

Key Terms

restricted stock units, tax withholding obligations, transaction code F, direct ownership

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.

tax withholding obligations financial

"Shares withheld by Registrant to satisfy tax withholding obligations"

transaction code F regulatory

"coded as F, Payment of tax liability by delivering or withholding"

direct ownership financial

"reported ownership is classified as direct (code D)"

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/11/2026 - 04:21 PM Accepted by SEC EDGAR 08/11/2026 - 04:20 PM Learn about SEC filing dates

FAQ

What insider transaction did AIT executive Jon S. Ploetz report on this Form 4?

Jon S. Ploetz reported a disposition of 291 shares of Applied Industrial Technologies Common Stock at $359.90 per share. The shares were withheld to cover tax withholding obligations arising from the vesting of restricted stock units, rather than an open-market sale.

Was the AIT (AIT) Form 4 transaction an open-market sale of shares?

No. The Form 4 states the 291 shares were withheld by the registrant to satisfy tax withholding obligations on vesting of restricted stock units. This is coded as an F transaction, for payment of tax liability by delivering or withholding securities, not a discretionary market sale.

How many AIT shares does Jon S. Ploetz hold after the reported transaction?

After the tax-withholding disposition of 291 shares, Jon S. Ploetz directly holds 3,005 shares of Applied Industrial Technologies Common Stock. The reported ownership is classified as direct (code D), with no indirect ownership entity noted in the filing’s data.

What price was used for the AIT shares withheld for Jon S. Ploetz’s tax obligations?

The withheld shares are reported at $359.90 per share. The Form 4 identifies this as a per-share price for the 291 Common Stock shares used to satisfy tax withholding obligations arising from the vesting of restricted stock units held by Jon S. Ploetz.

Is the AIT (AIT) insider transaction by Jon S. Ploetz under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 indicator is false, meaning the box affirming a Rule 10b5-1 trading plan was not checked. The transaction is characterized specifically as shares withheld for tax withholding obligations on restricted stock unit vesting, not as a planned trading program.

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^*

Ploetz Jon S

(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 Counsel & Secretary

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		291(1)	D	$359.9	3,005	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. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.

Remarks:

	/s/ Patricia A. Comai, POA for Jon S. Ploetz	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)