Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Corporate Controller | August 13, 2022 | August 16, 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 August 13, 2022 · Filed August 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,546 |
Reported balance
After 2022-08-13 transaction · row 1
1 source rowRow 1 · 2022-08-13 · Tax withholding · Disposed 412 · Balance 7,546 F1: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| August 13, 2022 Filed Aug 16, 2022 12:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 412 | $113.43 | $46,733.16 |
DisclosureSEC source: 0000109563-22-000104 · wf-form4_166065336190279.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,546 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 16:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,400 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000081 · wf-form4_166023663042983.xml · derivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 3,400 shares Expires 2032-08-09 F2 · 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 16:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000081 · wf-form4_166023663042983.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,958 F1 · shares: Restricted stock units that vest four years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,458 | $100.71 | $448,965.18 |
DisclosureSEC source: 0000109563-22-000064 · wf-form4_165402800039819.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.20 to $101.04, inclusive. Read SEC document |
| May 18, 2022 Filed May 20, 2022 15:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 9,000 | $0.00 Strike: $38.36 | $0.00 |
DisclosureSEC source: 0000109563-22-000060 · wf-form4_165305957563262.xml · derivative · entry 5 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,000 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 18, 2022 Filed May 20, 2022 15:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 4,070 | $0.00 Strike: $41.64 | $0.00 |
DisclosureSEC source: 0000109563-22-000060 · wf-form4_165305957563262.xml · derivative · entry 4 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,070 shares Expires 2025-04-29 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 18, 2022 Filed May 20, 2022 15:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 8,612 | $105.03 | $904,518.36 |
DisclosureSEC source: 0000109563-22-000060 · wf-form4_165305957563262.xml · nonDerivative · entry 3 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,816 Read SEC document |
| May 18, 2022 Filed May 20, 2022 15:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 9,000 | $38.36 | $345,240.00 |
DisclosureSEC source: 0000109563-22-000060 · wf-form4_165305957563262.xml · nonDerivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,428 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 18, 2022 Filed May 20, 2022 15:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,070 | $41.64 | $169,474.80 |
DisclosureSEC source: 0000109563-22-000060 · wf-form4_165305957563262.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,428 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 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,600 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000074 · wf-form4_162871658980544.xml · derivative · entry 3 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 shares Expires 2031-08-10 F3 · 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 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000074 · wf-form4_162871658980544.xml · nonDerivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,358 F2 · shares: Restricted stock units that vest four 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 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 179 | $86.00 | $15,394.00 |
DisclosureSEC source: 0000109563-21-000074 · wf-form4_162871658980544.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,758 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,000 | $100.73 | $201,460.00 |
DisclosureSEC source: 0000109563-21-000045 · wf-form4_162033378976653.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000071 · wf-form4_159734644643842.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,937 F1 · shares: Restricted stock units that vest four years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 208 | $68.67 | $14,283.36 |
DisclosureSEC source: 0000109563-20-000065 · wf-form4_159726643778451.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,037 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 | 9,300 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-19-000088 · wf-form4_156588094715707.xml · derivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 Underlying: Common Stock · 9,300 shares Expires 2029-08-13 F2 · 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 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000088 · wf-form4_156588094715707.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,245 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 |
| August 11, 2019 Filed Aug 12, 2019 19:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 213 | $55.34 | $11,787.42 |
DisclosureSEC source: 0000109563-19-000066 · wf-form4_156563943755465.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,345 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 17:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 393 | $60.04 | $23,595.72 |
DisclosureSEC source: 0000109563-19-000045 · wf-form4_155664573056765.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,558 Read SEC document |
| August 11, 2018 Filed Aug 13, 2018 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 243 | $72.20 | $17,544.60 |
DisclosureSEC source: 0000109563-18-000108 · wf-form4_153418598590094.xml · nonDerivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,951 F2 · 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 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 5,800 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-18-000108 · wf-form4_153418598590094.xml · derivative · entry 3 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 shares Expires 2028-08-09 F3 · 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 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000108 · wf-form4_153418598590094.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,194 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 |
| April 29, 2018 Filed Apr 30, 2018 15:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 389 | $64.70 | $25,168.30 |
DisclosureSEC source: 0000109563-18-000069 · wf-form4_152510253899295.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,594 Read SEC document |
| August 10, 2017 Filed Jan 11, 2018 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 7,200 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-18-000010 · wf-form4_151570367758384.xml · derivative · entry 2 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires 2027-08-10 F2 · 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, 2017 Filed Jan 11, 2018 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000010 · wf-form4_151570367758384.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,983 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 |
| April 29, 2017 Filed May 1, 2017 17:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 424 | $64.00 | $27,136.00 |
DisclosureSEC source: 0000109563-17-000078 · wf-form4_149365950307716.xml · nonDerivative · entry 1 Macey Christopher · CIK 0001549083 · Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,283 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.