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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.
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.