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.
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.