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 |
|---|---|---|---|---|---|---|
| November 21, 2022 Filed Nov 23, 2022 17:48 UTC | ROGERS CORP ROG · Entity 4438 | PurchaseCapital (Common) Stock | 2,000 | $100.10 | $200,193.40 |
DisclosureSEC source: 0001664272-22-000342 · f4_a1e2k00000rxoy2uad-live.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,047 F1 · price: This is the weighted average purchase price representing 2,000 shares purchased at prices ranging from $100.0159 to $100.1400. The number of shares purchased 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 |
| September 30, 2022 Filed Oct 3, 2022 21:37 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 24.828 | $106.02 | $2,632.26 |
DisclosureSEC source: 0000109563-22-000120 · wf-form4_166483297236758.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,766.964 Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 16:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,527 | $93.22 | $142,346.94 |
DisclosureSEC source: 0000109563-22-000071 · wf-form4_165781438690433.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,884 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 16:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,527 | $93.22 | $142,346.94 |
DisclosureSEC source: 0000109563-22-000071 · wf-form4_165781438690433.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 7,742.137 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 15:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 30.377 | $103.41 | $3,141.29 |
DisclosureSEC source: 0000109563-22-000069 · wf-form4_165703673098547.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,269.137 Read SEC document |
| May 17, 2022 Filed May 18, 2022 14:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,000 | $108.47 | $542,350.00 |
DisclosureSEC source: 0000109563-22-000056 · wf-form4_165288304396695.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,357 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.19 to $108.75, inclusive. Read SEC document |
| May 05, 2022 Filed May 6, 2022 16:29 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000237 · f4_a1e2k00000rxm5puat-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,047 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 5, 2022, award of deferred stock units. Read SEC document |
| May 03, 2022 Filed May 4, 2022 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,290 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0000109563-22-000046 · wf-form4_165169149760029.xml · derivative · entry 6 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,290 shares Expires 2024-01-28 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 |
| May 03, 2022 Filed May 4, 2022 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,641 | $0.00 Strike: $43.84 | $0.00 |
DisclosureSEC source: 0000109563-22-000046 · wf-form4_165169149760029.xml · derivative · entry 5 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,641 shares Expires 2023-01-29 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 03, 2022 Filed May 4, 2022 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,931 | $105.06 | $518,030.15 |
DisclosureSEC source: 0000109563-22-000046 · wf-form4_165169149760029.xml · nonDerivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,357 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.00 to $105.20, inclusive. Read SEC document |
| May 03, 2022 Filed May 4, 2022 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,290 | $46.72 | $106,988.80 |
DisclosureSEC source: 0000109563-22-000046 · wf-form4_165169149760029.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,288 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 03, 2022 Filed May 4, 2022 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,641 | $43.84 | $115,781.44 |
DisclosureSEC source: 0000109563-22-000046 · wf-form4_165169149760029.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,998 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 |
| March 31, 2022 Filed Apr 4, 2022 12:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 30.965 | $101.10 | $3,130.56 |
DisclosureSEC source: 0000109563-22-000039 · wf-form4_164907685360807.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,238.758 Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 20:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000014 · wf-form4_164322734281026.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,357 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 |
| December 31, 2021 Filed Jan 4, 2022 21:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 31.86 | $95.04 | $3,027.97 |
DisclosureSEC source: 0000109563-22-000004 · wf-form4_164133267036194.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,207.793 Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 33.97 | $88.81 | $3,016.88 |
DisclosureSEC source: 0000109563-21-000090 · wf-form4_163337882280619.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,175.93 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 21:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,505 | $89.06 | $134,035.30 |
DisclosureSEC source: 0000109563-21-000064 · wf-form4_162621206820411.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,886 Read SEC document |
| July 12, 2021 Filed Jul 13, 2021 21:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,505 | $89.06 | $134,035.30 |
DisclosureSEC source: 0000109563-21-000064 · wf-form4_162621206820411.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 9,141.96 Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 14:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 35.75 | $97.96 | $3,502.07 |
DisclosureSEC source: 0000109563-21-000060 · wf-form4_162523556143647.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 10,646.96 Read SEC document |
| May 05, 2021 Filed May 7, 2021 15:06 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-21-000147 · f4_a1e2k00000h7pz9uaf-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,447 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 5, 2021, award of deferred stock units. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 16:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 40.86 | $85.37 | $3,488.22 |
DisclosureSEC source: 0000109563-21-000034 · wf-form4_161738067223869.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 10,611.22 Read SEC document |
| March 02, 2021 Filed Mar 2, 2021 15:32 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 872 | $114.81 | $100,114.32 |
DisclosureSEC source: 0001628280-21-003702 · wf-form4_161469915149795.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,983 F1 · kind: Shares were acquired through the Corporation's 2014 Stock Plan for Non-employee Directors whereby non-employee directors may elect to defer their compensation and/or receive their annual retainer and meeting fees in the form of stock at a later date. F2 · shares: The number of shares is arrived by dividing the closing price of the Issuer's securities on February 7, 2018 into $105,000, the amount of the stock award granted to the Issuer's non-employee directors. F3 · price: Price is based on the closing market price for the Issuer's securities on the New York Stock Exchange as of March 1, 2021. The date recipient elected to receive his shares. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 18:49 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000008 · wf-form4_161177338695750.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,381 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 22, 2021 Filed Jan 22, 2021 19:05 UTC | ROGERS CORP ROG · Entity 4438 | Exercise / conversionPhantom Stock Units · Derivative | 265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001664272-21-000002 · f4_a1e2k00000klxnduax-live.xml · derivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Capital (Common) Stock · 265 shares Expires 2021-01-22 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. F1 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. F1 · price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. Read SEC document |
| January 22, 2021 Filed Jan 22, 2021 19:05 UTC | ROGERS CORP ROG · Entity 4438 | Exercise / conversionCapital (Common) Stock | 265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001664272-21-000002 · f4_a1e2k00000klxnduax-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,597 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. F1 · price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 17:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 42.95 | $78.43 | $3,368.57 |
DisclosureSEC source: 0000109563-21-000002 · wf-form4_160986612763675.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 10,570.36 Read SEC document |
| November 25, 2020 Filed Nov 30, 2020 16:47 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 4,600 | $153.91 | $708,001.64 |
DisclosureSEC source: 0001664272-20-000138 · f4_a1e2k00000klwhouax-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,332 F1 · price: This is the weighted average sale price representing 4,600 shares sold at prices ranging from $153.80 to $154.07. 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 19, 2020 Filed Nov 20, 2020 16:03 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,600 | $76.30 | $350,980.00 |
DisclosureSEC source: 0000109563-20-000108 · wf-form4_160588821747592.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,744 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76 to $76.46, inclusive. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,044 | $0.00 Strike: $39.77 | $0.00 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · derivative · entry 7 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,044 shares Expires 2022-01-24 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 18, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 7,444 | $76.83 | $571,922.52 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · nonDerivative · entry 4 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,344 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.65 to $76.98, inclusive. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,044 | $39.77 | $81,289.88 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · nonDerivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,788 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 17, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 700 | $0.00 Strike: $39.77 | $0.00 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · derivative · entry 6 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,044 Underlying: Common Stock · 700 shares Expires 2022-01-24 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 17, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 700 | $76.72 | $53,704.00 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,744 Read SEC document |
| November 17, 2020 Filed Nov 19, 2020 22:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 700 | $39.77 | $27,839.00 |
DisclosureSEC source: 0000109563-20-000106 · wf-form4_160582362779003.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,444 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 09, 2020 Filed Nov 10, 2020 20:12 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 4,600 | $136.38 | $627,354.44 |
DisclosureSEC source: 0001664272-20-000132 · f4_a1e2k00000krlj4uaj-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,932 F1 · price: This is the weighted average sale price representing 4,600 shares sold at prices ranging from $136.0900 to $136.6220. 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 |
| September 30, 2020 Filed Oct 2, 2020 20:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 55.65 | $60.21 | $3,350.69 |
DisclosureSEC source: 0000109563-20-000089 · wf-form4_160166965191039.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 10,527.4 Read SEC document |
| July 12, 2020 Filed Jul 14, 2020 12:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,482 | $59.73 | $88,519.86 |
DisclosureSEC source: 0000109563-20-000055 · wf-form4_159473078897388.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,744 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2020 Filed Jul 14, 2020 12:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,482 | $59.73 | $88,519.86 |
DisclosureSEC source: 0000109563-20-000055 · wf-form4_159473078897388.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 10,471.75 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 19:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 65.59 | $58.00 | $3,804.22 |
DisclosureSEC source: 0000109563-20-000053 · wf-form4_159371826613748.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 11,953.75 Read SEC document |
| May 26, 2020 Filed May 28, 2020 13:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,724 | $31.69 Strike: $31.69 | $86,323.56 |
DisclosureSEC source: 0000109563-20-000039 · wf-form4_159067113838768.xml · derivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,724 shares Expires 2021-01-25 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 26, 2020 Filed May 28, 2020 13:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,724 | $58.43 | $159,163.32 |
DisclosureSEC source: 0000109563-20-000039 · wf-form4_159067113838768.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,262 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.40 to $58.50, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 26, 2020 Filed May 28, 2020 13:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,724 | $31.69 | $86,323.56 |
DisclosureSEC source: 0000109563-20-000039 · wf-form4_159067113838768.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,986 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 07, 2020 Filed May 11, 2020 18:27 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-20-000095 · f4_a1e2k00000krsixuat-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,532 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 7, 2020, award of deferred stock units. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 64.14 | $58.99 | $3,783.62 |
DisclosureSEC source: 0000109563-20-000031 · wf-form4_158577350243337.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 11,888.16 Read SEC document |
| March 04, 2020 Filed Mar 4, 2020 17:46 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 1,085 | $126.31 | $137,046.35 |
DisclosureSEC source: 0001628280-20-002869 · wf-form4_158334397737716.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,111 F1 · kind: Shares were acquired through the Corporation's 2014 Stock Plan for Non-employee Directors whereby non-employee directors may elect to defer their compensation and/or receive their annual retainer and meeting fees in the form of stock at a later date. F2 · shares: Number of shares calculated based on the value of the award at the time earned divided by the closing price for Issuer's common stock as reported by the New York Stock Exchange on the date the annual award was approved by the Board. F3 · price: Price is based on the closing market price for the securities on the New York Stock Exchange as of March 2, 2020. The date recipient elected to receive his shares. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 15:19 UTC | ROGERS CORP ROG · Entity 4438 | Exercise / conversionPhantom Stock Units · Derivative | 266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001664272-20-000024 · f4_a1e2k00000jrzwmuax-live.xml · derivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265 Underlying: Capital (Common) Stock · 266 shares Expires 2020-02-11 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. F2 · derivative.exercise_price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. F2 · price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 15:19 UTC | ROGERS CORP ROG · Entity 4438 | Exercise / conversionCapital (Common) Stock | 266 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001664272-20-000024 · f4_a1e2k00000jrzwmuax-live.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,882 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. F2 · price: Each Phantom Stock Unit is the economic equivalent of one share of Rogers Corporation Capital (Common) Stock. Mr. Wallace received a grant of 797 Phantom Stock Units in 2010. He deferred settlement of the Phantom Stock Units under the Rogers Corporation Voluntary Deferred Compensation Plan for Non-Management Directors with settlement to occur in shares of Rogers Corporation Capital (Common) Stock in three equal tranches in early 2019, 2020, and 2021. Read SEC document |
| February 07, 2020 Filed Feb 7, 2020 21:43 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 838 | $149.25 | $125,071.50 |
DisclosureSEC source: 0001628280-20-001193 · wf-form4_158111180766526.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,026 F1 · kind: Shares were issued pursuant to the Company's 2014 Omnibus Incentive Plan in which non-employee directors receive an annual grant of restricted stock for service on the board. The restrictions on these shares lapse upon the shorter of (a) three years from the date of grant or (b) until such time as the service of the recipient as a Non-employee Director of the Company shall have ended by reason of his or her (i) death or disability or (ii) failure to be reelected. F2 · shares: The number of shares is arrived by dividing the closing price of the Issuer's securities on February 5, 2020 into $125,000, the amount of the stock award granted to the Issuer's non-employee directors. F3 · price: Price is based on the close price for the Registrant's common stock on February 5, 2020 the date the reporting person earned annual award. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 16:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000015 · wf-form4_157970919710290.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,262 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 |
| December 31, 2019 Filed Jan 2, 2020 19:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 57.13 | $63.85 | $3,647.75 |
DisclosureSEC source: 0000109563-20-000003 · wf-form4_157799448919227.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 11,824.01 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.