Applied Indl Technologies Inc SEC Filings

Applied Industrial Technologies reporting person Neil A. Schrimsher completed several equity-based awards and related tax withholding on 08/12/2025. The filing shows grant and vesting activity: 3,922 restricted stock units that vest in three years, 14,399 performance shares banked for the 2025 performance cycle that vest at the end of a three-year program, and 12,062 stock-only stock appreciation rights granted with a $270.68 strike price and an exercisability schedule beginning 08/12/2026 and expiring 08/12/2035.

The registrant withheld 12,303 shares to satisfy tax obligations upon vesting of performance shares. Reported beneficial ownership following the transactions shows common stock holdings of 176,406 shares (direct) and 436.903 shares held indirectly through a Retirement Savings Plan.

Applied Industrial Technologies, Inc. furnished an 8-K disclosing that it issued a press release reporting results for its fiscal 2025 fourth quarter ended June 30, 2025. The press release is attached as Exhibit 99.1 and the filing states the information is being furnished, not filed, under the Exchange Act. The 8-K itself does not include earnings figures, financial statements, or detailed operating metrics; the exhibit is the source for those details.

Applied Industrial Technologies insider report: Vice President-CFO & Treasurer David K. Wells recorded a transaction dated 08/09/2025 showing 516 shares of common stock were withheld to satisfy tax withholding on vested restricted stock units. The Form lists a per-share amount of $263.13 and shows Mr. Wells' beneficial ownership after the transaction as 31,241 shares.

The filing identifies the transaction with code "F" and includes an explanatory note that the shares were withheld by the registrant for tax withholding obligations. This is a routine equity-compensation tax-withholding action that reduced the number of delivered shares while leaving his direct ownership stake intact.

Reporting person: Jason W. Vasquez, an officer of Applied Industrial Technologies Inc. (AIT) with the title VP-Sales & Marketing-USSC, filed a Form 4 disclosing a routine withholding transaction.

On 08/09/2025 the registrant withheld 409 shares of Applied Industrial Technologies common stock to satisfy tax withholding obligations that arose on the vesting of restricted stock units; the reported price is $263.13 per share and the transaction is shown with transaction code F. Following the transaction the filing reports 21,288 shares beneficially owned directly and 865.212 shares beneficially owned indirectly through a Retirement Savings Plan. The Form 4 was signed on behalf of Vasquez by Patricia A. Comai, POA, on 08/12/2025.

Applied Industrial Technologies, Inc. officer Kurt W. Loring reported a Form 4 disclosing a securities transaction dated 08/09/2025. The filing shows 365 common shares were withheld by the registrant to satisfy tax withholding on vesting of restricted stock units (Transaction Code F) at a reported price of $263.13. After the reported transaction, Mr. Loring beneficially owned 18,950 shares directly and reported an indirect holding shown as 33.321 via a Retirement Savings Plan. The Form 4 was signed under power of attorney by Patricia A. Comai on 08/12/2025.

Warren E. Hoffner III, VP and General Manager - Fluid Power, reported a Form 4 for Applied Industrial Technologies, Inc. (AIT) showing transactions dated 08/09/2025 relating to restricted stock units. The filing states that 268 shares were withheld by the registrant to satisfy tax withholding obligations on the vesting of restricted stock units at a price shown as $263.13. After the reported transaction, the filing shows 55,441 shares held directly and 452.243 shares held indirectly via a Retirement Savings Plan.

The form is signed by Patricia A. Comai as POA for Mr. Hoffner on 08/12/2025. The disclosure is limited to the withholding-for-taxes vesting event and does not include other transactions or company financial results.

Neil A. Schrimsher, who serves as a director and as President and CEO of Applied Industrial Technologies (AIT), reported a routine compensation-related transaction on 08/09/2025. The registrant withheld 3,218 shares to satisfy tax-withholding obligations arising from the vesting of restricted stock units. The withholding price shown is $263.13 per share. After the withholding, Mr. Schrimsher beneficially owned 170,388 shares of AIT common stock. The filing also lists an indirect holding of 436.92 shares associated with a Retirement Savings Plan.

This Form 4 reflects an internal tax-withholding action tied to equity compensation rather than an open-market sale or discretionary disposition.

Applied Industrial Technologies, Inc. (NYSE: AIT) filed an 8-K on 10 July 2025 to disclose that it amended and extended its accounts-receivable securitization facility.

The facility, arranged with PNC Bank, PNC Capital Markets and a lender group, is now scheduled to mature on 10 July 2028, replacing the prior expiry of 4 Aug 2026. The amendment was executed through (i) Amendment No. 4 to the Receivables Financing Agreement and Performance Guaranty and (ii) Amendment No. 4 to the Purchase and Sale Agreement. AIT Receivables LLC, the Company’s wholly-owned special-purpose subsidiary, remains the borrower; Applied Industrial Technologies continues as servicer.

The filing indicates the borrower paid customary fees; however, no changes to committed size, advance rates, pricing or covenants were disclosed in the text provided. By extending tenor almost two years, AIT secures long-term liquidity while maintaining off-balance-sheet treatment for the transferred receivables. The amendment also triggers 8-K Item 2.03 disclosure because it constitutes the creation (or extension) of a direct financial obligation and an off-balance-sheet arrangement.

The Company attached the full legal agreements as Exhibits 10.1 and 10.2, incorporated by reference. No other business, financial results, or forward-looking statements were included.