Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | August 20, 2018 | August 21, 2018 |
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 20, 2018 · Filed August 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,544 |
Reported balance
After 2018-08-20 transaction · row 1
1 source rowRow 1 · 2018-08-20 · Sale · Disposed 12,500 · Balance 1,544 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.10 to $77.35, inclusive. |
| Common StockSEC Table I · non-derivative | IndirectBy Self as Guardian for Son | 12,718 |
Reported balance
Holding disclosure · report date 2018-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,718 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.10 to $77.35, inclusive.
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 20, 2018 Filed Aug 21, 2018 15:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 12,500 | $77.15 | $964,375.00 |
DisclosureSEC source: 0000109563-18-000113 · wf-form4_153486661767910.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,544 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.10 to $77.35, inclusive. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 13:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,418 | $73.80 | $252,248.40 |
DisclosureSEC source: 0000109563-18-000047 · wf-form4_151783796984144.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,044 Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 18:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000038 · wf-form4_151690421861162.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,462 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,596 | $24.24 Strike: $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000016 · wf-form4_151681911898111.xml · derivative · entry 4 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,596 shares Expires 2018-01-22 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 |
| January 22, 2018 Filed Jan 24, 2018 18:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 891 | $70.70 | $62,993.70 |
DisclosureSEC source: 0000109563-18-000016 · wf-form4_151681911898111.xml · nonDerivative · entry 2 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,922 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,596 | $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000016 · wf-form4_151681911898111.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,813 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 07, 2017 Filed Feb 8, 2017 15:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,277 | $60.89 | $199,536.53 |
DisclosureSEC source: 0000109563-17-000048 · wf-form4_148656685987581.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,217 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.65 to $61.00, inclusive. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000032 · wf-form4_148536835499401.xml · nonDerivative · entry 3 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,494 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,885 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0000109563-17-000032 · wf-form4_148536835499401.xml · derivative · entry 5 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,885 shares Expires 2017-01-23 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 |
| January 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 722 | $62.15 | $44,872.30 |
DisclosureSEC source: 0000109563-17-000032 · wf-form4_148536835499401.xml · nonDerivative · entry 2 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,781 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,885 | $23.78 | $44,815.88 |
DisclosureSEC source: 0000109563-17-000032 · wf-form4_148536835499401.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,503 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, 2016 Filed Nov 14, 2016 12:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,000 | $54.43 | $272,164.00 |
DisclosureSEC source: 0000109563-16-000326 · wf-form4_147912768085120.xml · nonDerivative · entry 1 HILTZ L THOMAS · CIK 0001209542 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Guardian for Son Disclosed balance after: 12,718 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.20 to $54.55, inclusive. 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.