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.
Applied Industrial Technologies (AIT) reporting person Jason W. Vasquez filed a Form 4 disclosing a correction to a previously reported sale. The broker rescinded a sale transaction on September 2, 2025 due to broker error, and the rescission was reported on the Form 4 filed September 4, 2025. The filing shows an entry of 5,447 shares acquired (transaction code J(1)) and a post-transaction beneficial ownership of 19,938 shares reported as direct holdings. The report also lists 866.565 shares held indirectly in a Retirement Savings Plan. The signature was submitted by a power of attorney on the reporting person's behalf.
Kurt W. Loring, Vice President and Chief HR Officer of Applied Industrial Technologies, reported a sale of 8,523 shares of Applied Industrial Technologies, Inc. (AIT) on 08/22/2025 at a weighted average price of $267.06 per share. After the reported transaction he beneficially owned 19,273 shares directly and 33.321 shares indirectly through a Retirement Savings Plan. The Form 4 was signed by Patricia A. Comai as POA on 08/25/2025.
Applied Industrial Technologies reported a Notice of Proposed Sale on Form 144 indicating an intended sale of 8,523 common shares through Charles Schwab & Co., with an aggregate market value of $2,276,171 and an approximate sale date of 08/22/2025 on the NYSE. The filing shows these shares derive from recent equity compensation events: 835 shares from restricted stock lapse (08/09/2025), 2,290 shares from a performance award lapse (08/12/2025), and 5,398 shares from stock appreciation rights (08/20/2025). The filer states no sales in the past three months and includes the standard representation that no material nonpublic information is known.
Jason W. Vasquez, VP-Sales & Marketing-USSC at Applied Industrial Technologies (AIT), reported sales of company stock on 08/21/2025. The filing shows two non-derivative sale transactions: 2,019 shares sold at a weighted-average price of $259.22 and 5,447 shares sold at $260.40. After those sales his direct beneficial holdings are reported as 19,938 shares and 14,491 shares on the respective lines. The report also discloses an indirect holding of 866.565 shares held in a Retirement Savings Plan. The filing includes a note that the $259.22 price is a weighted average for multiple trades that executed between $258.76 and $259.38.
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.