STOCK TITAN

Applied Industrial (NYSE: AIT) exec exercises 7,700 stock rights

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) reported insider equity compensation activity by Jason W. Vasquez, VP-Sales & Marketing-USSC. On 2026-08-18 he exercised 7,700 Stock Appreciation Rights$53.872,774 common shares885.459 common shares

Positive

  • None.

Negative

  • None.
Insider Vasquez Jason W
Role VP-Sales & Marketing-USSC
Type Security Shares Price Value
Exercise Stock Appreciation Rights 7,700 $0.00 $0.00
Exercise Common Stock 7,700 $53.87 $415K
Tax Withholding Common Stock F1 2,774 $354.35 $983K
holding Common Stock -- -- --
Holdings After Transaction: Stock Appreciation Rights — 7,700 shares (Direct); Common Stock — 20,259 shares (Direct); Common Stock — 885.459 shares (Indirect, Retirement Savings Plan)
Footnotes (1)
  1. F1. Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations.
Stock Appreciation Rights exercised 7,700 shares Stock Appreciation Rights exercised on 2026-08-18 into common stock
Exercise price of Stock Appreciation Rights $53.87 per share Exercise or conversion price for 7,700 Stock Appreciation Rights
Shares withheld for exercise cost and taxes 2,774 shares at $354.35 per share Common shares withheld to cover cost of exercising rights and tax withholding obligations
Indirect common shares held 885.459 shares Common stock held indirectly through a Retirement Savings Plan after transactions
Stock Appreciation Rights financial
"security_title: "Stock Appreciation Rights""
Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.
Retirement Savings Plan financial
"nature_of_ownership: "Retirement Savings Plan""
tax withholding obligations financial
"to satisfy tax withholding obligations."

FAQ

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

Jason W. Vasquez reported exercising 7,700 Stock Appreciation Rights2026-08-18$53.87

How many AIT shares were withheld for costs and taxes in Jason Vasquez’s Form 4?

The filing states that 2,774 common shareswithheld by the company

What was the exercise price of the Stock Appreciation Rights reported for AIT?

The Stock Appreciation Rights exercised by Jason W. Vasquez had an exercise price of $53.87 per share7,700 rights

Does the AIT Form 4 show any indirect holdings for Jason Vasquez after the transactions?

Yes. After the reported transactions, Jason W. Vasquez reports 885.459 common sharesindirectlyRetirement Savings Plan, as disclosed in the holding entry on the Form 4.

Were Jason Vasquez’s AIT transactions reported as open-market buys or sells?

No. The transactions are reported as a derivative exercisewithholding of 2,774 shares

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
VP-Sales & Marketing-USSC
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/18/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock08/18/2026M7,700A$53.8723,033D
Common Stock08/18/2026F2,774(1)D$354.3520,259D
Common Stock885.459IRetirement 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Appreciation Rights$53.8708/18/2026M7,70008/13/202008/13/2029Common Stock7,700$07,700D
Explanation of Responses:
1. Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations.
Remarks:
/s/ Patricia A . Comai, POA for Jason W. Vasquez08/20/2026
** Signature of Reporting PersonDate
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)