Applied Industrial Technologies filings document operating results, capital structure, financing arrangements, and governance for an NYSE-listed industrial distributor. Recent Form 8-K reports furnish quarterly earnings releases and Regulation FD disclosures tied to sales, earnings, cash flow, guidance, dividends, and share repurchase authorization.
Other filings describe material credit arrangements, including a senior unsecured revolving credit facility and amendments to an accounts receivable securitization facility involving AIT Receivables LLC. Proxy and annual meeting materials cover director elections, executive compensation votes, auditor ratification, board governance, and shareholder voting outcomes.
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.
Applied Industrial Technologies, Inc. reported that director Mary Dean Hall has resigned from the Board of Directors. The Corporate Governance & Sustainability Committee accepted her resignation on June 22, 2026, with the resignation to take effect at the company’s next annual meeting of shareholders. The filing is primarily an update on board composition and does not describe any related financial 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.