Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | VP-General Counsel & Secretary | November 22, 2022 | November 23, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date November 22, 2022 · Filed November 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,587 |
Ending reported balance
After 2022-11-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-22 · Exercise / conversion · Acquired 13,200 · Balance 99,420 Row 2 · 2022-11-22 · Tax withholding · Disposed 8,833 · Balance 90,587 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $48.19 · Expires 2026-08-11 | Direct | 0 |
Reported balance
After 2022-11-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-22 · Exercise / conversion · Disposed 13,200 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectRetirement Savings Plan | 21.164 |
Reported balance
Holding disclosure · report date 2022-11-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 21.164 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 22, 2022 Filed Nov 23, 2022 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 13,200 | $48.19 Strike: $48.19 | $636,108.00 |
DisclosureSEC source: 0000109563-22-000134 · wf-form4_166923493218405.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,200 shares Expires 2026-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 8,833 | $130.73 | $1,154,738.09 |
DisclosureSEC source: 0000109563-22-000134 · wf-form4_166923493218405.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,587 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 13,200 | $48.19 | $636,108.00 |
DisclosureSEC source: 0000109563-22-000134 · wf-form4_166923493218405.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,420 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 14,539 | $126.90 | $1,844,999.10 |
DisclosureSEC source: 0000109563-22-000132 · wf-form4_166750634723520.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,220 Read SEC document |
| August 13, 2022 Filed Aug 16, 2022 12:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 857 | $113.43 | $97,209.51 |
DisclosureSEC source: 0000109563-22-000110 · wf-form4_166065379847378.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,759 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,300 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000075 · wf-form4_166023624579934.xml · derivative · entry 5 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: Common Stock · 3,300 shares Expires 2032-08-09 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,807 | $103.92 | $187,783.44 |
DisclosureSEC source: 0000109563-22-000075 · wf-form4_166023624579934.xml · nonDerivative · entry 3 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,616 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 6,266 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000075 · wf-form4_166023624579934.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,423 F2 · shares: Performance shares "banked" as a result of 2022 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000075 · wf-form4_166023624579934.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,157 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 12,000 | $0.00 Strike: $38.36 | $0.00 |
DisclosureSEC source: 0000109563-22-000054 · wf-form4_165186977442200.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2025-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 7,941 | $111.14 | $882,562.74 |
DisclosureSEC source: 0000109563-22-000054 · wf-form4_165186977442200.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,957 Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 12,000 | $38.36 | $460,320.00 |
DisclosureSEC source: 0000109563-22-000054 · wf-form4_165186977442200.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,898 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2022 Filed Feb 3, 2022 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000029 · wf-form4_164392362740901.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,898 Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,984 | $106.10 | $316,602.40 |
DisclosureSEC source: 0000109563-21-000107 · wf-form4_163735563211951.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,098 Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 7,371 | $105.55 | $778,009.05 |
DisclosureSEC source: 0000109563-21-000107 · wf-form4_163735563211951.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,082 Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 7,300 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0000109563-21-000101 · wf-form4_163675463100610.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,300 shares Expires 2024-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,301 | $104.51 | $554,007.51 |
DisclosureSEC source: 0000109563-21-000101 · wf-form4_163675463100610.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,453 Read SEC document |
| November 11, 2021 Filed Nov 12, 2021 22:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 7,300 | $49.04 | $357,992.00 |
DisclosureSEC source: 0000109563-21-000101 · wf-form4_163675463100610.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,754 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,700 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000068 · wf-form4_162871605963944.xml · derivative · entry 6 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 Underlying: Common Stock · 3,700 shares Expires 2031-08-10 F5 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 358 | $88.79 | $31,786.82 |
DisclosureSEC source: 0000109563-21-000068 · wf-form4_162871605963944.xml · nonDerivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,454 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,969 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000068 · wf-form4_162871605963944.xml · nonDerivative · entry 3 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,812 F3 · shares: Performance shares "banked" as a result of 2021 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000068 · wf-form4_162871605963944.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,843 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 678 | $86.00 | $58,308.00 |
DisclosureSEC source: 0000109563-21-000068 · wf-form4_162871605963944.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,543 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 7,600 | $0.00 Strike: $50.74 | $0.00 |
DisclosureSEC source: 0000109563-21-000051 · wf-form4_162067766784575.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,600 shares Expires 2023-08-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,599 | $103.35 | $578,656.65 |
DisclosureSEC source: 0000109563-21-000051 · wf-form4_162067766784575.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,221 Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 7,600 | $50.74 | $385,624.00 |
DisclosureSEC source: 0000109563-21-000051 · wf-form4_162067766784575.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,820 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 10,201 | $101.25 | $1,032,851.25 |
DisclosureSEC source: 0000109563-21-000049 · wf-form4_162033429409001.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,220 Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 99 | $101.25 | $10,023.75 |
DisclosureSEC source: 0000109563-21-000049 · wf-form4_162033429409001.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,421 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 8,400 | $0.00 Strike: $41.29 | $0.00 |
DisclosureSEC source: 0000109563-20-000112 · wf-form4_160625355439103.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,400 shares Expires 2022-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 6,275 | $79.16 | $496,729.00 |
DisclosureSEC source: 0000109563-20-000112 · wf-form4_160625355439103.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,520 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 8,400 | $41.29 | $346,836.00 |
DisclosureSEC source: 0000109563-20-000112 · wf-form4_160625355439103.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,795 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 8,800 | $0.00 Strike: $26.96 | $0.00 |
DisclosureSEC source: 0000109563-20-000100 · wf-form4_160521770390285.xml · derivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,800 shares Expires 2021-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,892 | $71.85 | $423,340.20 |
DisclosureSEC source: 0000109563-20-000100 · wf-form4_160521770390285.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,395 Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 8,800 | $26.96 | $237,248.00 |
DisclosureSEC source: 0000109563-20-000100 · wf-form4_160521770390285.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,287 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 6,700 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-20-000077 · wf-form4_159734769605706.xml · derivative · entry 5 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,700 Underlying: Common Stock · 6,700 shares Expires 2030-08-11 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,165 | $69.05 | $80,443.25 |
DisclosureSEC source: 0000109563-20-000077 · wf-form4_159734769605706.xml · nonDerivative · entry 3 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,487 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000077 · wf-form4_159734769605706.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,652 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,617 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000077 · wf-form4_159734769605706.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,552 F1 · shares: Performance shares "banked" as a result of 2020 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 514 | $68.67 | $35,296.38 |
DisclosureSEC source: 0000109563-20-000069 · wf-form4_159726713307145.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,935 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 9,800 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-19-000090 · wf-form4_156588099782414.xml · derivative · entry 5 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 Underlying: Common Stock · 9,800 shares Expires 2029-08-13 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,033 | $53.87 | $109,517.71 |
DisclosureSEC source: 0000109563-19-000090 · wf-form4_156588099782414.xml · nonDerivative · entry 3 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,449 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000090 · wf-form4_156588099782414.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,482 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 4,003 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000090 · wf-form4_156588099782414.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,682 F1 · shares: Performance shares "banked" as a result of 2019 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 11, 2019 Filed Aug 12, 2019 19:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 610 | $55.34 | $33,757.40 |
DisclosureSEC source: 0000109563-19-000069 · wf-form4_156563950472617.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,679 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 11, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,070 | $72.20 | $77,254.00 |
DisclosureSEC source: 0000109563-18-000105 · wf-form4_153418588457082.xml · nonDerivative · entry 4 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,289 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 6,700 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-18-000105 · wf-form4_153418588457082.xml · derivative · entry 6 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,700 Underlying: Common Stock · 6,700 shares Expires 2028-08-09 F5 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,556 | $74.55 | $115,999.80 |
DisclosureSEC source: 0000109563-18-000105 · wf-form4_153418588457082.xml · nonDerivative · entry 3 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,359 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000105 · wf-form4_153418588457082.xml · nonDerivative · entry 2 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,915 F2 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,360 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000105 · wf-form4_153418588457082.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,515 F1 · shares: Performance shares "banked" as a result of 2018 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 13:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,000 | $75.00 | $375,000.00 |
DisclosureSEC source: 0000109563-18-000045 · wf-form4_151783792675205.xml · nonDerivative · entry 1 BAUER FRED D · CIK 0001208349 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,155 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.