What are Peter C. Wallace’s APPLIED INDUSTRIAL TECHNOLOGIES share holdings after this Form 4?

After the reported transactions, Wallace held 24,179 Common Stock shares directly. In addition, his Deferred Compensation Plan account reflected 3,258.49 Common Stock-equivalent shares held indirectly, showing both direct and plan-based interests in APPLIED INDUSTRIAL TECHNOLOGIES stock.

APPLIED INDUSTRIAL TECHNOLOGIES (NYSE: AIT) director receives small stock award

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

APPLIED INDUSTRIAL TECHNOLOGIES director Peter C. Wallace reported a small stock award under a deferred compensation plan. On the reported date, an indirect acquisition of 5.46 shares of Common Stock at $303.81 per share was credited to this plan, bringing his indirect holdings there to 3,258.49 shares. A separate holding line shows 24,179 Common Stock shares held directly after the transactions.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Wallace Peter C

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	5.46	$303.81	$2K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 3,258.49 shares (Indirect, Deferred Compensation Plan); Common Stock — 24,179 shares (Direct, null)

Footnotes (1)

Key Figures

Stock award size: 5.46 shares Award price: $303.81/share Indirect holdings after award: 3,258.49 shares +1 more

4 metrics

Stock award size 5.46 shares Common Stock awarded under Deferred Compensation Plan

Award price $303.81/share Price per share for 5.46-share acquisition

Indirect holdings after award 3,258.49 shares Common Stock in Deferred Compensation Plan after transaction

Direct holdings after transaction 24,179 shares Common Stock held directly by Peter C. Wallace

Key Terms

Deferred Compensation Plan, Grant, award, or other acquisition, Common Stock

3 terms

Deferred Compensation Plan financial

"nature_of_ownership: "Deferred Compensation Plan""

A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.

Grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition""

Common Stock financial

"security_title: "Common Stock""

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.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/01/2026 - 04:12 PM Accepted by SEC EDGAR 07/01/2026 - 04:12 PM

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^*

Wallace Peter C

(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)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/30/2026		A		5.46	A	$303.81	3,258.49	I	Deferred Compensation Plan
Common Stock								24,179	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Patricia A. Comai, POA for Peter C. Wallace	07/01/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did AIT director Peter C. Wallace report?

Peter C. Wallace reported an acquisition of Common Stock tied to compensation. An award of 5.46 shares at $303.81 per share was credited to a Deferred Compensation Plan, increasing his indirect holdings in that plan while leaving his direct holdings separately reported.

How many APPLIED INDUSTRIAL TECHNOLOGIES (AIT) shares did Wallace acquire?

Wallace acquired 5.46 shares of Common Stock through a compensation-related transaction. These shares were not bought on the open market but credited at $303.81 per share to his Deferred Compensation Plan account, reflecting a small incremental increase in his indirect ownership position.

Was the AIT insider transaction an open-market purchase or a stock award?

The transaction was a stock award, not an open-market purchase. The Form 4 uses transaction code “A,” described as a grant, award, or other acquisition, indicating the 5.46 shares were credited to a Deferred Compensation Plan rather than bought on an exchange.

How is the Deferred Compensation Plan involved in the AIT Form 4 filing?

The Deferred Compensation Plan is listed as the nature of ownership for the indirect shares. The 5.46-share acquisition at $303.81 per share increased Wallace’s indirect holdings in this plan to 3,258.49 shares, separate from his directly held 24,179 shares of Common Stock.