Every Form 4 that Applied Industrial Technologies, Inc. (AIT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow AIT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AIT filings page.
Applied Industrial Technologies Inc. director Peter C. Wallace reported a grant/award acquisition of 4 shares of Common Stock on September 30, 2026, held indirectly through a Deferred Compensation Plan, at a reported price of $323.98 per share. After the transaction, the plan-held position was 2,678 shares. Wallace also reported 22,859 shares held directly as of September 30, 2026.
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) director Peter C. Wallace reported a sale of 1,904 shares of common stock on 2026-08-26 in an open-market or private transaction at a weighted average price of $340.4463 per share, with trade prices ranging from $340 to $340.65. After this sale, he directly holds 22,859 shares and has an additional 2,673.73 shares in a Deferred Compensation Plan reported as indirect ownership.
Applied Industrial Technologies Inc. (AIT) reported that Vice President-CFO & Treasurer David K. Wells sold common stock in an open-market or private transaction. On 2026-08-18, he sold 1,812 shares at a weighted average price of $355.0989 per share, with individual sale prices ranging from $355.03 to $355.33. Following this transaction, he directly held 32,050 shares of AIT common stock.
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
TOMCZIK PAMELA J reported acquisition or exercise transactions in this Form 4 filing.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Pamela J. Tomczik reported an equity compensation grant of 234 shares of Common Stock. The shares are designated as restricted stock granted under the 2023 Long-Term Performance Plan and are scheduled to vest one year from the August 11, 2026 grant date. Following this award, her reported direct holdings total 234 shares.
APPLIED INDUSTRIAL TECHNOLOGIES INC granted Chief Accounting Officer Richard M. Wagner equity-based awards. He received 215 restricted stock units, which vest four years from the grant date and are settled in shares of common stock. He also received 1,378 stock-only stock appreciation rights with an exercise price of $352.35 per share, becoming exercisable in 25% annual increments starting one year after grant, and expiring in 2036. Following these grants, Wagner directly holds 1,203 common shares.
Applied Industrial Technologies executive Warren E. Hoffner III, VP and General Manager–Fluid Power, reported equity compensation activity. He received 1,305 stock-only stock appreciation rights at an exercise price of $352.35 per share, becoming exercisable in 25% annual increments starting one year after grant and expiring in 2036. He was also granted 394 restricted stock units that vest three years from grant and 1,157 performance shares "banked" based on 2026 performance that vest at the end of a three-year program, all to be settled in common stock. In connection with the vesting of performance shares, 320 shares of common stock were withheld to satisfy tax withholding obligations.
APPLIED INDUSTRIAL TECHNOLOGIES INC VP-Chief HR Officer Kurt W. Loring reported multiple equity awards dated 2026-08-11. He received 458 restricted stock units that vest in three years, 1,294 performance shares banked for a three-year program, and 1,514 stock-only stock appreciation rights exercisable at $352.35 per share, vesting 25% annually starting one year after grant and expiring in 2036. In a related move, 628 common shares were withheld to satisfy tax withholding obligations on vesting performance shares.
Applied Industrial Technologies President and CEO Neil A. Schrimsher reported equity compensation and related tax withholding transactions dated August 11, 2026. He received 10,217 stock-only stock appreciation rights with an exercise price of $352.35 per share, which become exercisable in 25% annual increments starting one year after grant. He was also granted 3,089 restricted stock units that vest three years from the grant date, and 10,313 performance shares banked based on 2026 performance that vest at the end of a three-year program, all to be settled in common stock. In connection with vesting of performance shares, 4,876 shares of common stock were withheld by the company to satisfy tax withholding obligations at $352.35 per share.
APPLIED INDUSTRIAL TECHNOLOGIES executive Jason W. Vasquez, VP-Sales & Marketing-USSC, reported multiple equity awards on 2026-08-11. He received 1,240 Stock Appreciation Rights tied to common stock at a $352.35 exercise price, becoming exercisable in 25% annual increments starting one year after grant. He also acquired 375 restricted stock units that vest three years from grant and 1,028 performance shares banked for 2026 performance that vest at the end of a three-year program. In a related transaction, 341 common shares were withheld by the company to satisfy tax withholding obligations upon vesting of performance shares.
Applied Industrial Technologies Inc. reported equity compensation changes for Vice President-CFO & Treasurer David K. Wells. He received 2,153 stock appreciation rights with an exercise price of $352.35 per share that become exercisable in 25% annual increments starting one year from grant. He also received 651 restricted stock units that vest three years from grant and 1,870 performance shares banked based on 2026 performance, which vest at the end of a three-year program, all settled in common stock. In a related transaction, 887 shares of common stock were withheld by the company to satisfy tax withholding obligations upon vesting of performance shares.
APPLIED INDUSTRIAL TECHNOLOGIES INC reported equity compensation changes for officer Jon S. Ploetz, VP-General Counsel & Secretary. On 2026-08-11 he received 1,240 stock-only stock appreciation rights tied to common stock at an exercise price of $352.35, which become exercisable in 25% annual increments starting one year after grant. He was also granted 375 restricted stock units that vest three years from the grant date and 1,023 performance shares banked based on 2026 performance that vest at the end of a three-year program, all settled in Applied common stock. On the same date, 450 shares of common stock were withheld to satisfy tax withholding obligations on the vesting of performance shares.
APPLIED INDUSTRIAL TECHNOLOGIES INC reported that officer Warren E. Hoffner III, VP, General Mgr-Fluid Power, had 207 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units. After this withholding, he directly holds 40,544 shares of common stock and has an additional 455.352 shares held indirectly through a Retirement Savings Plan.
APPLIED INDUSTRIAL TECHNOLOGIES INC executive Kurt W. Loring, VP-Chief HR Officer, reported a disposition of 405 shares of common stock on 2026-08-08. The shares were withheld by the company to satisfy tax withholding obligations upon vesting of restricted stock units at a reference price of $359.90 per share. After this withholding, he held 18,868 direct shares and an additional 33.554 shares indirectly through a Retirement Savings Plan.
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.
APPLIED INDUSTRIAL TECHNOLOGIES INC reports that President and CEO Neil A. Schrimsher had 2,161 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon vesting of restricted stock units at a reference price of $359.90 per share. After this tax-withholding disposition, he directly holds 128,367 shares of common stock and indirectly holds 439.9 shares through a Retirement Savings Plan.
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.
Applied Industrial Technologies reported that Vice President-CFO & Treasurer David K. Wells had 573 shares of common stock withheld on 2026-08-08 to satisfy tax withholding obligations upon the vesting of restricted stock units, at $359.90 per share. Following this tax-withholding disposition, he directly holds 32,228 shares of common stock.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an internal restructuring of his holdings in company common stock. A total of 584 shares were distributed from a Deferred Compensation Plan for Non-Employee Directors to him, reflected as matching "J" code entries in direct and indirect holdings. Following these entries, he holds 24,763 shares directly and 2,673.73 shares indirectly through the Deferred Compensation Plan. These are non-derivative, non-market transactions classified as other acquisitions or dispositions.
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.
Andrews Madhuri A reported open-market sale transactions in this Form 4 filing.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Madhuri A. Andrews contributed 3,845 shares of common stock to an exchange fund. The exchange fund transaction closed on June 18, 2026, when Applied common stock was valued at $329.89 per share. Following this contribution, she directly holds 4,951 shares of Applied common stock.
Andrews had previously given irrevocable consent on February 26, 2026 to contribute these shares at a later date in exchange for shares of the exchange fund, consistent with the fund’s offering memorandum.
Applied Industrial Technologies executive Warren E. Hoffner III, VP and General Manager–Fluid Power, reported open-market sales of a total of 8,000 shares of Common Stock on May 5, 2026, at prices of $305.72 and $306.35 per share. Following these sales, he holds 40,751 shares directly and 454.63 shares indirectly through a Retirement Savings Plan.
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.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an acquisition of common stock through compensation. On this Form 4, he received 5.865 shares of common stock at $282.58 per share as a grant or award, held indirectly through a Deferred Compensation Plan. Following this transaction, his indirect holdings in this plan total 3,253.03 shares, and he also reports 24,179 shares held directly.
APPLIED INDUSTRIAL TECHNOLOGIES INC director Peter C. Wallace reported an open-market sale of 5,000 shares of Common Stock. The shares were sold on February 26, 2026 at a weighted average price of $285.03 per share, with individual trade prices ranging from $285.00 to $285.645.
After this transaction, Wallace directly holds 24,179 shares of APPLIED INDUSTRIAL TECHNOLOGIES INC common stock. He also has an additional 3,247.165 shares reported as indirectly held through a Deferred Compensation Plan, reflecting equity accumulated in that plan rather than a new market trade.
Applied Industrial Technologies vice president Warren E. Hoffner III reported selling 4,000 shares of common stock on February 6, 2026 at $292.64 per share. After this transaction, he directly holds 48,751 common shares and has an additional 453.798 shares held indirectly through a Retirement Savings Plan.
Applied Industrial Technologies officer Warren E. Hoffner III, VP and General Manager – Fluid Power, reported a sale of common stock. On February 5, 2026, he disposed of 4,000 shares of AIT common stock at a weighted average price of $288.62 per share, with individual trade prices ranging from $288.3595 to $288.70. Following this transaction, he directly beneficially owned 52,751 shares of common stock and indirectly held 453.798 shares through a Retirement Savings Plan.
Applied Industrial Technologies President and CEO Neil A. Schrimsher reported multiple open-market sales of common stock. On February 4, 2026, he sold blocks of 8,634, 1,740, 2,996, 4,544 and 1,293 shares at weighted average prices between $284.49 and $288.29 per share. Following these transactions, he directly beneficially owned 130,528 common shares and indirectly held 438.408 shares through a Retirement Savings Plan.
Applied Industrial Technologies officer Jason W. Vasquez, VP-Sales & Marketing-USSC, reported a stock sale. On 02/05/2026, he sold 5,447 shares of common stock at $287.87 per share. After this transaction, he directly owns 14,491 common shares and indirectly holds 876.951 shares through a Retirement Savings Plan.
Applied Industrial Technologies director receives restricted stock grant. Director Robert J. Pagano Jr. was granted 572 shares of Applied Industrial Technologies common stock on 01/20/2026. The shares were awarded at a price of $0 per share as restricted stock under the company’s 2023 Long-Term Performance Plan and will vest one year from the grant date. Following this grant, Pagano beneficially owns 12,156 shares of the company’s common stock held directly.
Applied Industrial Technologies director Joe Anthony Raver reported an equity award of company stock. On 01/20/2026, he received 572 shares of common stock at a price of $0. These shares are described as restricted stock granted under the 2023 Long-Term Performance Plan and are scheduled to vest one year from the grant date.
Following this award, Raver beneficially owns 13,671 shares of Applied Industrial Technologies common stock in direct form. This filing reflects an equity-based compensation grant rather than an open-market purchase or sale.
Applied Industrial Technologies director Richard J. Simoncic reported a new equity award. On 01/20/2026, he received 572 shares of common stock as a grant of restricted stock under the company’s 2023 Long-Term Performance Plan at a stated price of $0 per share.
The filing notes that these restricted shares vest one year from the grant date. After this award, Simoncic directly beneficially owns 1,490 shares of Applied Industrial Technologies common stock.
Applied Industrial Technologies director Shelly Marie Chadwick reported a stock-based compensation grant. On January 20, 2026, she received 572 shares of Common Stock with a reported price of $0 per share. A footnote explains these are restricted shares granted under the 2023 Long-Term Performance Plan that will vest one year from the grant date.
After this grant, Chadwick beneficially owns 3,656 Common shares, all held directly. The filing reflects routine equity compensation for a director rather than an open-market purchase or sale.
Applied Industrial Technologies director Mary Dean Hall received 572 shares of common stock as a grant on 01/20/2026. These shares are classified as restricted stock awarded under the 2023 Long-Term Performance Plan and vest one year from the grant date. The grant was priced at $0 per share, consistent with typical equity compensation awards, and increases her beneficial ownership to 4,596 shares held directly.
Applied Industrial Technologies director reports restricted stock grant
Director Madhuri A. Andrews reported receiving 572 shares of Applied Industrial Technologies common stock on January 20, 2026. The filing shows these shares as an acquisition at a price of $0 per share, reflecting an equity award rather than an open-market purchase. After this grant, Andrews beneficially owns 8,796 common shares, held directly. According to the footnote, the 572 shares are restricted stock granted under the company’s 2023 Long-Term Performance Plan and are scheduled to vest one year from the grant date, aligning her compensation with longer-term company performance.
Applied Industrial Technologies director Vincent K. Petrella reported a stock award of 572 shares of common stock. The shares were granted on 01/20/2026 at a stated price of $0.00 per share as restricted stock under the company’s 2023 Long-Term Performance Plan.
According to the filing, these restricted shares vest one year from the grant date. After this award, Petrella directly beneficially owns 21,694.16 shares of Applied Industrial Technologies common stock.
Applied Industrial Technologies director Peter C. Wallace reported an equity award of company stock. On 01/20/2026, he received 688 shares of common stock, recorded at a price of $0 per share, which a footnote explains are restricted shares granted under the 2023 Long-Term Performance Plan that vest one year from the grant date.
After this grant, Wallace beneficially owned 29,179 shares of Applied Industrial Technologies common stock directly. He also held 3,247.165 additional shares indirectly through a Deferred Compensation Plan. This filing reflects equity-based compensation rather than an open-market purchase or sale.
Applied Industrial Technologies director Peter C. Wallace reported a small acquisition of company stock. On 12/31/2025, he acquired 5.761 shares of common stock at $258.82 per share, recorded as an indirect holding through a Deferred Compensation Plan. Following this transaction, he beneficially owned 3,247.165 shares indirectly in the plan and 28,491 shares directly. This filing is a routine insider ownership update rather than a corporate event affecting the company’s operations.