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.
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.
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.