Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date June 29, 2018 · Filed July 02, 2018
Section 16 reporting ended · disclosed 2018-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 8,968.12 |
Reported balance
After 2018-06-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-06-29 · Grant · Acquired 38.41 · Balance 8,968.12 |
| Common StockSEC Table I · non-derivative | Direct | 17,632 |
Reported balance
Holding disclosure · report date 2018-06-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,632 |
| Common StockSEC Table I · non-derivative | IndirectRetirement Savings Plan | 7,787.76 |
Reported balance
Holding disclosure · report date 2018-06-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,787.76 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 100 |
Reported balance
Holding disclosure · report date 2018-06-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 100 |
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 |
|---|---|---|---|---|---|---|
| June 29, 2018 Filed Jul 2, 2018 17:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 38.41 | $69.75 | $2,679.10 |
DisclosureSEC source: 0000109563-18-000091 · wf-form4_153055146408602.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,968.12 Read SEC document |
| March 29, 2018 Filed Mar 30, 2018 13:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 37.89 | $70.40 | $2,667.46 |
DisclosureSEC source: 0000109563-18-000059 · wf-form4_152241658759619.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,929.71 Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 13:40 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,800 | $75.00 | $285,000.00 |
DisclosureSEC source: 0000109563-18-000048 · wf-form4_151783798602984.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,632 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 40.14 | $63.95 | $2,566.95 |
DisclosureSEC source: 0000109563-18-000007 · wf-form4_151500299385726.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,891.82 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 44.8 | $57.00 | $2,553.60 |
DisclosureSEC source: 0000109563-17-000153 · wf-form4_150697211426983.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,851.68 Read SEC document |
| August 12, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 816 | $55.45 | $45,247.20 |
DisclosureSEC source: 0000109563-17-000118 · wf-form4_150272775113823.xml · nonDerivative · entry 4 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,432 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 8,100 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-17-000118 · wf-form4_150272775113823.xml · derivative · entry 8 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,100 Underlying: Common Stock · 8,100 shares Expires 2027-08-10 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, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 454 | $54.90 | $24,924.60 |
DisclosureSEC source: 0000109563-17-000118 · wf-form4_150272775113823.xml · nonDerivative · entry 3 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,248 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000118 · wf-form4_150272775113823.xml · nonDerivative · entry 2 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,702 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 10, 2017 Filed Aug 14, 2017 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,644 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000118 · wf-form4_150272775113823.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,202 F1 · shares: Performance shares "banked" as a result of 2017 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 341 | $59.60 | $20,323.60 |
DisclosureSEC source: 0000109563-17-000097 · wf-form4_149997235110780.xml · nonDerivative · entry 3 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,558 Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,100 | $59.60 | $65,560.00 |
DisclosureSEC source: 0000109563-17-000097 · wf-form4_149997235110780.xml · nonDerivative · entry 2 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,899 Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,100 | $59.60 | $65,560.00 |
DisclosureSEC source: 0000109563-17-000097 · wf-form4_149997235110780.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 8,806.88 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 46.31 | $61.75 | $2,859.64 |
DisclosureSEC source: 0000109563-17-000093 · wf-form4_149910354035122.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,906.88 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 45.15 | $63.05 | $2,846.71 |
DisclosureSEC source: 0000109563-17-000071 · wf-form4_149124522149972.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,860.57 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 18:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,970 | $61.00 | $242,170.00 |
DisclosureSEC source: 0000109563-17-000052 · wf-form4_148675178739489.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 9,300 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0000109563-17-000046 · wf-form4_148648619084757.xml · derivative · entry 6 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,300 shares Expires 2019-09-10 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 06, 2017 Filed Feb 7, 2017 16:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,330 | $60.80 | $324,064.00 |
DisclosureSEC source: 0000109563-17-000046 · wf-form4_148648619084757.xml · nonDerivative · entry 2 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,769 Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 9,300 | $21.11 | $196,323.00 |
DisclosureSEC source: 0000109563-17-000046 · wf-form4_148648619084757.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,099 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 |
| December 30, 2016 Filed Jan 3, 2017 19:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 45.71 | $59.85 | $2,735.74 |
DisclosureSEC source: 0000109563-17-000009 · wf-form4_148347317718954.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,815.42 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 12:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 57.12 | $47.61 | $2,719.48 |
DisclosureSEC source: 0000109563-16-000298 · wf-form4_147558242012522.xml · nonDerivative · entry 1 BARLETT TODD A · CIK 0001208350 · VP-Acq & Global Bus Dev 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,769.71 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.