Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Vice President-CFO & Treasurer | August 28, 2017 | August 29, 2017 |
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 28, 2017 · Filed August 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 106,090 |
Reported balance
After 2017-08-28 transaction · row 1
1 source rowRow 1 · 2017-08-28 · Sale · Disposed 4,939 · Balance 106,090 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 7,727.23 |
Reported balance
Holding disclosure · report date 2017-08-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,727.23 |
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 28, 2017 Filed Aug 29, 2017 11:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,939 | $55.91 | $276,156.78 |
DisclosureSEC source: 0000109563-17-000144 · wf-form4_150400758703138.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,090 Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 12:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $55.89 | $335,322.60 |
DisclosureSEC source: 0000109563-17-000142 · wf-form4_150392363460634.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,029 Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 15:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $55.28 | $331,686.00 |
DisclosureSEC source: 0000109563-17-000140 · wf-form4_150367595718573.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,029 Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 12:03 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $54.69 | $328,138.20 |
DisclosureSEC source: 0000109563-17-000138 · wf-form4_150357621993206.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,029 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 15:24 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,926.4 | $54.52 | $159,547.33 |
DisclosureSEC source: 0000109563-17-000136 · wf-form4_150350183638235.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Savings Plan Disclosed balance after: 0 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 15:24 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $54.70 | $328,177.80 |
DisclosureSEC source: 0000109563-17-000136 · wf-form4_150350183638235.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,029 Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 14:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,926.4 | $54.52 | $159,547.33 |
DisclosureSEC source: 0000109563-17-000134 · wf-form4_150341197076181.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Savings Plan Disclosed balance after: 2,926.4 Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 14:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $54.37 | $326,235.00 |
DisclosureSEC source: 0000109563-17-000134 · wf-form4_150341197076181.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,029 Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 15:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,925.96 | $54.42 | $159,230.74 |
DisclosureSEC source: 0000109563-17-000132 · wf-form4_150332762445505.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Savings Plan Disclosed balance after: 5,852.8 Read SEC document |
| August 18, 2017 Filed Aug 21, 2017 15:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $54.62 | $327,718.20 |
DisclosureSEC source: 0000109563-17-000132 · wf-form4_150332762445505.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,029 Read SEC document |
| August 17, 2017 Filed Aug 18, 2017 18:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $55.48 | $332,880.00 |
DisclosureSEC source: 0000109563-17-000130 · wf-form4_150308006128162.xml · nonDerivative · entry 3 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,029 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.35 to $55.625, inclusive. Read SEC document |
| August 17, 2017 Filed Aug 18, 2017 18:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,926.25 | $55.88 | $163,518.85 |
DisclosureSEC source: 0000109563-17-000130 · wf-form4_150308006128162.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Savings Plan Disclosed balance after: 8,778.76 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 13:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $56.11 | $336,660.00 |
DisclosureSEC source: 0000109563-17-000126 · wf-form4_150297628763374.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,029 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.105 to $56.20, inclusive. Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 18:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,927.25 | $56.22 | $164,570.00 |
DisclosureSEC source: 0000109563-17-000130 · wf-form4_150308006128162.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Retirement Savings Plan Disclosed balance after: 11,705.01 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 13:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,000 | $56.92 | $341,520.00 |
DisclosureSEC source: 0000109563-17-000124 · wf-form4_150288902098281.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,029 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.65 to $57.10, inclusive. Read SEC document |
| August 12, 2017 Filed Aug 14, 2017 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,332 | $55.45 | $73,859.40 |
DisclosureSEC source: 0000109563-17-000119 · wf-form4_150272777054017.xml · nonDerivative · entry 3 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,029 F3 · 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 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 762 | $54.90 | $41,833.80 |
DisclosureSEC source: 0000109563-17-000119 · wf-form4_150272777054017.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,361 F2 · 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 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,417 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000119 · wf-form4_150272777054017.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,123 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 |
| June 30, 2017 Filed Jul 3, 2017 17:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 36.12 | $61.75 | $2,230.41 |
DisclosureSEC source: 0000109563-17-000091 · wf-form4_149910350499528.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,727.23 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 35.21 | $63.05 | $2,219.99 |
DisclosureSEC source: 0000109563-17-000072 · wf-form4_149124524097415.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,691.11 Read SEC document |
| February 08, 2017 Filed Feb 8, 2017 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000050 · wf-form4_148658459792969.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,706 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000050 · wf-form4_148658459792969.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,534 Read SEC document |
| January 31, 2017 Filed Feb 3, 2017 13:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 338.77 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000044 · wf-form4_148612771737589.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Supplemental Defined Contribution Plan Disclosed balance after: 0 F1 · shares: The Applied Industrial Technologies Stock Fund was removed from the Supplemental Defined Contribution Plan's investment options. All participants' balances in the fund were automatically transferred to a money market fund in non-discretionary transactions. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 12,100 | $0.00 Strike: $26.96 | $0.00 |
DisclosureSEC source: 0000109563-17-000041 · wf-form4_148589804941541.xml · derivative · entry 6 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,100 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 |
| January 30, 2017 Filed Jan 31, 2017 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 8,853 | $61.50 | $544,459.50 |
DisclosureSEC source: 0000109563-17-000041 · wf-form4_148589804941541.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,231 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 12,100 | $26.96 | $326,216.00 |
DisclosureSEC source: 0000109563-17-000041 · wf-form4_148589804941541.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,084 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 | 35.65 | $59.85 | $2,133.65 |
DisclosureSEC source: 0000109563-17-000011 · wf-form4_148347321278922.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,655.9 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 13,000 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0000109563-16-000329 · wf-form4_147924151326244.xml · derivative · entry 6 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,000 shares Expires 2020-09-03 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 11, 2016 Filed Nov 15, 2016 20:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 10,008 | $54.90 | $549,439.20 |
DisclosureSEC source: 0000109563-16-000329 · wf-form4_147924151326244.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,984 Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 13,000 | $29.27 | $380,510.00 |
DisclosureSEC source: 0000109563-16-000329 · wf-form4_147924151326244.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,992 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 |
| October 31, 2016 Filed Nov 1, 2016 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,800 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0000109563-16-000317 · wf-form4_147803212533188.xml · derivative · entry 6 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,800 shares Expires 2018-08-08 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 |
| October 31, 2016 Filed Nov 1, 2016 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 14,898 | $50.80 | $756,818.40 |
DisclosureSEC source: 0000109563-16-000317 · wf-form4_147803212533188.xml · nonDerivative · entry 2 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,992 Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 18,800 | $29.41 | $552,908.00 |
DisclosureSEC source: 0000109563-16-000317 · wf-form4_147803212533188.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,890 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 |
| September 30, 2016 Filed Oct 4, 2016 12:01 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 44.56 | $47.61 | $2,121.50 |
DisclosureSEC source: 0000109563-16-000300 · wf-form4_147558246251288.xml · nonDerivative · entry 1 EISELE MARK O · CIK 0001208347 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,620.25 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.