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.
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 (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.
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.