AIT counsel reports tax withholding of 146 shares

APPLIED INDUSTRIAL TECHNOLOGIES INC vice president, general counsel and secretary Jon S. Ploetz reported a routine tax-related share disposition.

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES INC vice president, general counsel and secretary Jon S. Ploetz reported a routine tax-related share disposition. On the vesting of restricted stock units, 146 shares of common stock were withheld by the company at $293.35 per share to cover tax obligations. After this withholding, Ploetz directly held 3,296 common shares. This Form 4 reflects tax-withholding mechanics on equity compensation rather than an open-market sale or purchase.

Insider Trade Summary

Exercise Price or Tax Liability: 146 shares

Exercise Price or Tax Liability 1 txn

Insider Ploetz Jon S

Role VP-General Counsel & Secretary

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	146	$293.35	$43K

Holdings After Transaction: Common Stock — 3,296 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 for taxes: 146 shares Withholding share price: $293.35 per share Shares held after transaction: 3,296 shares

3 metrics

Shares withheld for taxes 146 shares Common stock withheld to satisfy tax on RSU vesting

Withholding share price $293.35 per share Valuation used for 146 withheld common shares

Shares held after transaction 3,296 shares Direct common stock holdings after tax-withholding disposition

Key Terms

restricted stock units, tax withholding obligations, Common Stock

3 terms

restricted stock units financial

"Shares withheld by Registrant to satisfy 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 on vesting of restricted stock units."

Common Stock financial

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

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

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

Jon S. Ploetz reported a tax-related share disposition. 146 common shares were withheld by Applied Industrial Technologies to satisfy tax obligations on vesting restricted stock units, rather than being sold in the open market.

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

No, the Form 4 does not report an open-market sale. It shows 146 shares of common stock were withheld by the company to cover tax withholding on vesting restricted stock units, a standard equity compensation mechanism.

How many Applied Industrial Technologies shares does Jon S. Ploetz hold after this transaction?

After the tax-withholding disposition, Jon S. Ploetz directly holds 3,296 shares of Applied Industrial Technologies common stock. This figure reflects his position immediately following the RSU vesting and related share withholding event.

At what price were the AIT shares valued for the tax-withholding on this Form 4?

The withheld shares were valued at $293.35 per share. This price is used in the Form 4 to calculate the value of the 146 common shares withheld to satisfy tax obligations on the vesting of restricted stock units.

What role does Jon S. Ploetz hold at Applied Industrial Technologies (AIT)?

Jon S. Ploetz serves as Vice President, General Counsel and Secretary of Applied Industrial Technologies. His Form 4 filing reflects equity compensation activity, specifically tax withholding on vesting restricted stock units, rather than discretionary trading.

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

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Accepted by SEC EDGAR 04/28/2026 - 04:22 PM EDT 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^*

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)
04/24/2026

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	04/24/2026		F(1)		146	D	$293.35	3,296	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	04/28/2026
	** 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)