Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | September 30, 2026 | October 02, 2026 |
| CURTISS WRIGHT CORPCW · Entity 3243 | Director | June 01, 2026 | June 02, 2026 |
| ROGERS CORPROG · Entity 4438 | Director | April 30, 2026 | May 01, 2026 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 2,677.94 |
Reported balance
After 2026-09-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 4.21 · Balance 2,677.94 |
| Common StockSEC Table I · non-derivative | Direct | 22,859 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,859 |
CURTISS WRIGHT CORP
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,209 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 221 · Balance 6,209 F1: Shares were acquired through the Corporation's 2024 Omnibus Incentive Plan whereby non-employee directors may elect to defer their compensation, including their annual restricted stock award, and/or receive their annual retainer and meeting fees in the form of stock at a later date. F2: Reflects the annual restricted stock award that was earned in 2021, but receipt was deferred to June 1, 2025. Number of shares acquired is calculated based on the value of the award ($125,000) divided by the closing price of $115.24 for the Issuer's common stock as reported by the New York Stock Exchange on February 16, 2021, the date the Board initially approved the award. The number of shares is rounded up to the nearest whole share and includes dividend credits earned on outstanding award. This amount reflects 20% of the Reporting Person's restricted stock award as the reporting person elected to receive the restricted stock in five equal installments beginning June 1, 2025. F3: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of June 1, 2026. The date recipient elected to receive his shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired through the Corporation's 2024 Omnibus Incentive Plan whereby non-employee directors may elect to defer their compensation, including their annual restricted stock award, and/or receive their annual retainer and meeting fees in the form of stock at a later date.
F2: Reflects the annual restricted stock award that was earned in 2021, but receipt was deferred to June 1, 2025. Number of shares acquired is calculated based on the value of the award ($125,000) divided by the closing price of $115.24 for the Issuer's common stock as reported by the New York Stock Exchange on February 16, 2021, the date the Board initially approved the award. The number of shares is rounded up to the nearest whole share and includes dividend credits earned on outstanding award. This amount reflects 20% of the Reporting Person's restricted stock award as the reporting person elected to receive the restricted stock in five equal installments beginning June 1, 2025.
F3: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of June 1, 2026. The date recipient elected to receive his shares.
ROGERS CORP
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Capital (Common) StockSEC Table I · non-derivative | Direct | 4,260 |
Ending reported balance
After 2026-04-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-30 · Sale · Disposed 967 · Balance 5,690 F1: This is the weighted average sale price representing 967 shares sold at prices ranging from $131.400 to $132.330. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. Row 2 · 2026-04-30 · Sale · Disposed 1,430 · Balance 4,260 F2: This is the weighted average sale price representing 1,430 shares sold at prices ranging from $132.410 to $132.970. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. |
Filing footnotes · ownership attribution and instrument terms
F1: This is the weighted average sale price representing 967 shares sold at prices ranging from $131.400 to $132.330. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request.
F2: This is the weighted average sale price representing 1,430 shares sold at prices ranging from $132.410 to $132.970. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 18:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 4.21 | $323.98 | $1,363.96 |
DisclosureSEC source: 0001295366-26-000018 · wk-form4_1790950923.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,677.94 Read SEC document |
| August 26, 2026 Filed Aug 27, 2026 20:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,904 | $340.45 | $648,209.76 |
DisclosureSEC source: 0001295366-26-000016 · wk-form4_1787862747.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,859 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $340 to $340.65, inclusive. Read SEC document |
| July 12, 2026 Filed Jul 13, 2026 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 584 | $327.39 | $191,195.76 |
DisclosureSEC source: 0001295366-26-000014 · wk-form4_1783974854.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,763 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2026 Filed Jul 13, 2026 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 584 | $327.39 | $191,195.76 |
DisclosureSEC source: 0001295366-26-000014 · wk-form4_1783974854.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 2,673.73 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5.46 | $303.81 | $1,658.80 |
DisclosureSEC source: 0001295366-26-000012 · wk-form4_1782936731.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,258.49 Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:12 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 221 | $719.99 | $159,117.79 |
DisclosureSEC source: 0001628280-26-039795 · wk-form4_1780431128.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,209 F1 · kind: Shares were acquired through the Corporation's 2024 Omnibus Incentive Plan whereby non-employee directors may elect to defer their compensation, including their annual restricted stock award, and/or receive their annual retainer and meeting fees in the form of stock at a later date. F2 · shares: Reflects the annual restricted stock award that was earned in 2021, but receipt was deferred to June 1, 2025. Number of shares acquired is calculated based on the value of the award ($125,000) divided by the closing price of $115.24 for the Issuer's common stock as reported by the New York Stock Exchange on February 16, 2021, the date the Board initially approved the award. The number of shares is rounded up to the nearest whole share and includes dividend credits earned on outstanding award. This amount reflects 20% of the Reporting Person's restricted stock award as the reporting person elected to receive the restricted stock in five equal installments beginning June 1, 2025. F3 · price: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of June 1, 2026. The date recipient elected to receive his shares. Read SEC document |
| April 30, 2026 Filed May 1, 2026 19:08 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 1,430 | $132.63 | $189,665.19 |
DisclosureSEC source: 0001295366-26-000010 · f4_a1eus000008dt3fmaq-live.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,260 F2 · price: This is the weighted average sale price representing 1,430 shares sold at prices ranging from $132.410 to $132.970. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. Read SEC document |
| April 30, 2026 Filed May 1, 2026 19:08 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 967 | $131.56 | $127,219.39 |
DisclosureSEC source: 0001295366-26-000010 · f4_a1eus000008dt3fmaq-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690 F1 · price: This is the weighted average sale price representing 967 shares sold at prices ranging from $131.400 to $132.330. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5.865 | $282.58 | $1,657.33 |
DisclosureSEC source: 0001295366-26-000009 · wk-form4_1775074861.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,253.03 Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,000 | $285.03 | $1,425,150.00 |
DisclosureSEC source: 0001295366-26-000007 · wk-form4_1772226729.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,179 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.00 to $285.645, inclusive. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 20:03 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 8,000 | $107.37 | $858,947.20 |
DisclosureSEC source: 0001295366-26-000005 · f4_a1eus0000083fnhmam-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,657 F1 · price: This is the weighted average sale price representing 8,000 shares sold at prices ranging from $107.00 to $107.8650. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001295366-26-000004 · wk-form4_1769029503.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,179 F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 13:02 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 981 | $572.38 | $561,504.78 |
DisclosureSEC source: 0001628280-26-000780 · wk-form4_1767704553.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,988 F1 · kind: Shares were acquired through the Corporation's 2024 Omnibus Incentive Plan whereby non-employee directors may elect to defer their compensation, including their annual restricted stock award, and/or receive their annual retainer and meeting fees in the form of stock to a later date. F2 · shares: This amount reflects shares that were earned in 2022, but receipt was deferred to January 2, 2026. Share total represents the annual restricted stock award to be received in stock in that year. The number of shares acquired for the annual restricted stock award is calculated based on the value of the award divided by the closing price for the Issuer's common stock as reported by the New York Stock Exchange on the date the Board initially approved the award. The number of shares is rounded up to the nearest whole share and included dividend credits earned on outstanding awards. F3 · price: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of January 2, 2026. The date recipient elected to receive his shares. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5.761 | $258.82 | $1,491.06 |
DisclosureSEC source: 0001295366-26-000002 · wk-form4_1767650167.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,247.165 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 21:04 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057000 · wk-form4_1765832648.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,007 F1 · kind: The Reporting Person donated 200 shares to a donor advised fund, which will use the gifted shares for charitable purposes. The Reporting Person has no beneficial interest, control, or dispositive power over the gifted shares, or over the donor advised fund. F2 · price: Price is not applicable to acquisitions or dispositions resulting from bona fide gifts. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 15:05 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 3,590 | $85.00 | $305,154.31 |
DisclosureSEC source: 0001295366-25-000007 · f4_a1eus0000079n7rmae-live.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,657 F1 · price: This is the weighted average sale price representing 3,590 shares sold at prices ranging from $85.00 to $85.0250. The number of shares sold at each separate price will be made available to the SEC staff, the Company, or any security holder of the Company upon request. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 15:05 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 110 | $86.00 | $9,460.00 |
DisclosureSEC source: 0001295366-25-000007 · f4_a1eus0000079n7rmae-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,247 Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5.647 | $255.01 | $1,440.04 |
DisclosureSEC source: 0001295366-25-000006 · wk-form4_1759435253.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,241.404 Read SEC document |
| July 12, 2025 Filed Jul 15, 2025 20:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,571 | $253.11 | $397,635.81 |
DisclosureSEC source: 0000109563-25-000051 · wk-form4_1752609895.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,491 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2025 Filed Jul 15, 2025 20:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,571 | $253.11 | $397,635.81 |
DisclosureSEC source: 0000109563-25-000051 · wk-form4_1752609895.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 3,237.212 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 19:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 9.744 | $226.52 | $2,207.21 |
DisclosureSEC source: 0000109563-25-000047 · wk-form4_1751484427.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,808.212 Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 20:27 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 221 | $443.22 | $97,951.62 |
DisclosureSEC source: 0001628280-25-029077 · wk-form4_1748982452.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,207 F1 · kind: Shares were acquired through the Corporation's 2014 Omnibus Incentive Plan whereby non-employee directors may elect to defer their compensation, including their annual restricted stock award, and/or receive their annual retainer and meeting fees in the form of stock at a later date. F2 · shares: Reflects the annual restricted stock award that was earned in 2021, but receipt was deferred to June 1, 2025. Number of shares acquired is calculated based on the value of the award ($125,000) divided by the closing price of $115.24 for the Issuer's common stock as reported by the New York Stock Exchange on February 16, 2021, the date the Board initially approved the award. The number of shares is rounded up to the nearest whole share and includes dividend credits earned on outstanding award. This amount reflects 20% of the Reporting Person's restricted stock award as the reporting person elected to receive the restricted stock in five equal installments beginning June 1, 2025. F3 · price: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of June 2, 2025. The date recipient elected to receive his shares. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:31 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 2,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000295 · f4_a1eus0000051pgjmaa-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,357 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 5, 2025, award of deferred stock units. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8.793 | $250.58 | $2,203.35 |
DisclosureSEC source: 0000109563-25-000034 · wk-form4_1743624945.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,798.467 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000021 · wk-form4_1738013638.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,920 F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 6.442 | $274.72 | $1,769.75 |
DisclosureSEC source: 0000109563-25-000005 · wk-form4_1735939212.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,789.674 Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 20:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 8.613 | $205.12 | $1,766.70 |
DisclosureSEC source: 0000109563-24-000097 · wk-form4_1727813998.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,783.232 Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,560 | $194.56 | $303,513.60 |
DisclosureSEC source: 0000109563-24-000045 · wk-form4_1721160407.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,236 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,560 | $194.56 | $303,513.60 |
DisclosureSEC source: 0000109563-24-000045 · wk-form4_1721160407.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 4,774.62 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 20:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 12.121 | $193.00 | $2,339.35 |
DisclosureSEC source: 0000109563-24-000043 · wk-form4_1719866644.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 6,334.62 Read SEC document |
| May 02, 2024 Filed May 6, 2024 18:20 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000256 · f4_a1edp0000016phmmam-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,597 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 2, 2024, award of deferred stock units. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 17:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 12.294 | $189.89 | $2,334.51 |
DisclosureSEC source: 0000109563-24-000028 · wk-form4_1712165140.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 6,322.499 Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 22:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000016 · wk-form4_1706220829.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,676 F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 13.768 | $160.07 | $2,203.84 |
DisclosureSEC source: 0000109563-24-000002 · wk-form4_1704316256.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 6,310.203 Read SEC document |
| November 24, 2023 Filed Nov 27, 2023 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,130 | $0.00 Strike: $40.65 | $0.00 |
DisclosureSEC source: 0000109563-23-000115 · wk-form4_1701119535.xml · derivative · entry 4 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,130 shares Expires 2025-01-28 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 24, 2023 Filed Nov 27, 2023 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,130 | $163.20 | $184,410.35 |
DisclosureSEC source: 0000109563-23-000115 · wk-form4_1701119535.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,641 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.03 to $163.30, inclusive. Read SEC document |
| November 24, 2023 Filed Nov 27, 2023 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,130 | $40.65 | $45,934.50 |
DisclosureSEC source: 0000109563-23-000115 · wk-form4_1701119535.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,771 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 20, 2023 Filed Nov 21, 2023 21:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,984 | $0.00 Strike: $40.65 | $0.00 |
DisclosureSEC source: 0000109563-23-000113 · wk-form4_1700603851.xml · derivative · entry 4 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,130 Underlying: Common Stock · 1,984 shares Expires 2025-01-28 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 20, 2023 Filed Nov 21, 2023 21:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,984 | $163.01 | $323,404.70 |
DisclosureSEC source: 0000109563-23-000113 · wk-form4_1700603851.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,641 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.00 to $163.055, inclusive. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,984 | $40.65 | $80,649.60 |
DisclosureSEC source: 0000109563-23-000113 · wk-form4_1700603851.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,625 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, 2023 Filed Oct 2, 2023 19:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 14.242 | $154.37 | $2,198.54 |
DisclosureSEC source: 0000109563-23-000099 · wk-form4_1696273840.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 6,296.435 Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 18:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,546 | $148.26 | $229,209.96 |
DisclosureSEC source: 0000109563-23-000058 · wf-form4_168936092544223.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,641 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2023 Filed Jul 14, 2023 18:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,546 | $148.26 | $229,209.96 |
DisclosureSEC source: 0000109563-23-000058 · wf-form4_168936092544223.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 6,282.193 F1 · kind: Represents scheduled distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 18:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 22.22 | $122.96 | $2,732.17 |
DisclosureSEC source: 0000109563-23-000056 · wf-form4_168840796220441.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,828.193 Read SEC document |
| May 04, 2023 Filed May 5, 2023 21:43 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000327 · f4_a1e2k00000rxssduat-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,097 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 4, 2023, award of deferred stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 19:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 19.078 | $142.86 | $2,725.48 |
DisclosureSEC source: 0000109563-23-000040 · wf-form4_168063603103840.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,805.973 Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 14:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000020 · wf-form4_167474502518358.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,095 F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 13:57 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | OtherCommon Stock | 3 | $148.31 | $444.93 |
DisclosureSEC source: 0001628280-23-001154 · wf-form5_167405026127373.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,986 F1 · kind: Acquired at various times throughout 2022 pursuant to broker-sponsored dividend reinvestment plan. F3 · price: Price is based on the average purchase price of shares purchased throughout the year. F2 · acquired: Acquired pursuant to broker-sponsored dividend reinvestment plan. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 19.931 | $132.49 | $2,640.66 |
DisclosureSEC source: 0000109563-23-000002 · wf-form4_167286673804625.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,786.895 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 17:48 UTC | ROGERS CORP ROG · Entity 4438 | PurchaseCapital (Common) Stock | 1,000 | $100.20 | $100,200.00 |
DisclosureSEC source: 0001664272-22-000342 · f4_a1e2k00000rxoy2uad-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,047 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.