Welcome to our dedicated page for Applied Indl Technologies SEC filings (Ticker: AIT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Applied Industrial Technologies, Inc. (NYSE: AIT) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures, along with AI-powered summaries that help interpret complex documents. As an Ohio-incorporated, Cleveland-based industrial distributor and technical solutions provider, AIT files a range of documents with the U.S. Securities and Exchange Commission that shed light on its operations, governance, and capital structure.
Core filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which present detailed information on net sales, segment performance for the Service Center and Engineered Solutions businesses, cash flows, and risk factors. Form 8-K current reports document material events such as earnings releases, new or amended credit facilities, receivables securitization amendments, and other significant agreements or obligations.
Applied Industrial Technologies also files a DEF 14A definitive proxy statement, which describes its board structure, director elections, executive compensation programs, stock ownership guidelines, and shareholder voting items. This filing is central for understanding the company’s governance practices and compensation policies.
On this page, users can also review insider-related filings such as Forms 3, 4, and 5 when available, which report transactions in AIT common stock by directors, officers, and other insiders. These documents help track ownership changes and equity-based compensation activity.
Stock Titan enhances these filings with AI-generated highlights and explanations that summarize key points from lengthy documents, clarify technical language, and draw attention to items such as new credit agreements, covenant terms, or changes in capital allocation. Real-time updates from the SEC’s EDGAR system ensure that new 10-K, 10-Q, 8-K, proxy, and insider trading filings for AIT are surfaced quickly, while the AI layer helps investors and researchers navigate the details more efficiently.
On August 21, 2025, Neil A. Schrimsher, President and CEO and a director of Applied Industrial Technologies, made an irrevocable contribution of 26,671 shares of Applied Industrial Technologies common stock to an exchange fund, valued at the closing price on the business day before the fund accepted the shares (reported price $262.46). After the reported transaction, Mr. Schrimsher directly beneficially owned 149,735 shares and indirectly held 436.903 shares through the company retirement savings plan. The Form 4 was signed by a power of attorney on August 22, 2025.
Kurt W. Loring, listed as a director and VP–Chief HR Officer of Applied Industrial Technologies, reported transactions on 08/20/2025 in AIT common stock. The filing shows the exercise of stock appreciation rights resulting in acquisition of 12,100 shares at a price tied to $48.19, and a separate reported disposition of 4,480 shares at $262.46. Following these transactions the filing lists 32,276 shares beneficially owned after the acquisition and 27,796 after the disposition. The filing notes shares were withheld to cover exercise costs and tax withholding obligations and includes an indirect holding identified with a retirement savings plan.
Applied Industrial Technologies, Inc. (AIT) notice reports a proposed insider sale under Rule 144 of 2,019 common shares through Charles Schwab on 08/21/2025 with an aggregate market value of $523,363.00. The filing shows the shares were acquired as equity compensation: 491 shares from a restricted stock lapse on 08/09/2025 and 1,528 shares from a performance award lapse on 08/12/2025. There are 37,752,947 shares outstanding. No sales by the filer in the past three months are reported.
Applied Industrial Technologies (AIT) is a distributor and technical solutions provider with ~6,800 employees and ~600 facilities, offering over 9.2 million stocked SKUs focused on bearings, power transmission, fluid power, flow control and automation.
The company reported an aggregate market value of common equity held by non‑affiliates of $9,109,716,000 and had 37,752,947 shares outstanding as of August 1, 2025. At June 30, 2025 it held $572.3 million of total debt, working capital of $1,221.3 million and a current ratio of 3.3:1$699.4 million and other intangible assets net were $348.6 million. Operating income was $498.5 million (10.9% of sales) in fiscal 2025, slightly below prior-year margin of 11.1%.
Richard M. Wagner, Chief Accounting Officer of Applied Industrial Technologies, reported equity awards granted on 08/12/2025. He was granted 286 restricted stock units (RSUs) that vest four years from the grant date and are settled in shares of Applied common stock. He was also granted 1,705 stock-only stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68; these SARs become exercisable in annual increments of 25% beginning 08/12/2026 and expire 08/12/2035. Following the reported transactions, the Form 4 shows beneficial ownership of 988 shares of common stock and 1,705 SARs (underlying 1,705 shares), all reported as direct holdings. The Form 4 was signed by Patricia A. Comai as POA for Mr. Wagner on 08/14/2025.
David K. Wells, Vice President, Chief Financial Officer and Treasurer of Applied Industrial Technologies, reported insider transactions dated 08/12/2025. The filing shows grant and vesting-related activity: 866 restricted stock units that vest in three years, 2,608 performance shares banked for the 2025 performance cycle (vest at the end of a three-year program), and 2,664 stock-only stock appreciation rights granted with an exercise price of $270.68 and exercisable in 25% annual increments beginning 08/12/2026. The registrant withheld 1,914 shares to satisfy tax-withholding on vesting. Following the reported transactions, Mr. Wells beneficially owned 32,801 shares of Applied common stock.
Applied Industrial Technologies (AIT) insider activity: Kurt W. Loring, VP-Chief HR Officer and a director, reported multiple equity transactions dated 08/12/2025. He received 593 restricted stock units that vest in three years and 1,840 performance shares banked for 2025 performance that vest at the end of a three-year program; both awards will be settled in common stock and were reported at $0 price (grants). He also exercised 1,207 shares via stock-only stock appreciation rights at an exercise price of $270.68, resulting in 1,825 SAR-related shares outstanding. After the transactions, Mr. Loring beneficially owned 20,176 common shares directly and 33.321 shares indirectly through a Retirement Savings Plan.
Applied Industrial Technologies (AIT) officer Jon S. Ploetz received equity awards on 08/12/2025 that were reported on Form 4. The filing shows the acquisition of 473 restricted stock units and 734 performance-based shares, both recorded as $0 purchase price awards and reflected as beneficial ownership totals of 2,708 and 3,442 shares respectively after each transaction. The filing also reports the grant of 1,453 stock appreciation rights (SARs) with a $270.68 exercise/conversion price, exercisable in annual 25% increments beginning 08/12/2026 and expiring 08/12/2035. The awards consist of time-vested restricted stock units, performance shares banked for the 2025 program, and stock-only SARs; they were signed by a power of attorney on 08/14/2025.
Applied Industrial Technologies insider transactions by VP-Sales & Marketing-USSC Jason W. Vasquez on 08/12/2025. The filing shows grant and settlement activity: 473 restricted stock units were granted that vest in three years, 1,465 performance shares were banked for the 2025 performance period (vesting at the end of a three-year program), and 1,269 shares were withheld by the company to satisfy tax withholding related to vested performance shares. Additionally, 1,453 stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68 were granted on 08/12/2025; these SARs vest in annual 25% increments beginning 08/12/2026 and expire 08/12/2035. Following the transactions, Vasquez beneficially owned 866.565 shares indirectly through the company Retirement Savings Plan and held 21,957 shares directly after the reported activity.
Warren E. Hoffner III, Vice President and General Manager—Fluid Power at Applied Industrial Technologies, reported multiple equity awards and a withholding transaction on 08/12/2025. The Form 4 shows 515 restricted stock units granted (vesting in three years) and 1,722 performance shares banked from 2025 performance (vesting at the end of a three-year program), both to be settled in Applied common stock. The filing also reports 927 shares withheld to satisfy tax withholding on vested performance shares at a price of $270.68, leaving beneficial ownership counts shown as 56,751 shares after the transactions. The report also records 1,582 stock appreciation rights granted on 08/12/2025 exercisable in annual 25% increments beginning 08/12/2026 and expiring 08/12/2035, and an indirect interest of 452.234 shares through a Retirement Savings Plan. The form was signed by a POA on 08/14/2025.