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 |
|---|---|---|---|---|---|---|
| December 12, 2019 Filed Dec 12, 2019 21:57 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 673 | $139.55 | $93,917.15 |
DisclosureSEC source: 0001628280-19-015015 · wf-form4_157618784422372.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188 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 retainer and meeting fees were earned. F3 · price: Price is based on the closing market price for the securities on the New York Stock Exchange as of December 6th, 2019. The date recipient elected to receive his shares. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 14:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 67.93 | $53.39 | $3,626.78 |
DisclosureSEC source: 0000109563-19-000103 · wf-form4_156994192908824.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 11,766.88 Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 17:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,449 | $58.84 | $85,259.16 |
DisclosureSEC source: 0000109563-19-000059 · wf-form4_156321072314716.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,381 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 17:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,449 | $58.84 | $85,259.16 |
DisclosureSEC source: 0000109563-19-000059 · wf-form4_156321072314716.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 11,698.95 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 14:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 74.2 | $54.62 | $4,052.80 |
DisclosureSEC source: 0000109563-19-000057 · wf-form4_156199155371920.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 13,147.95 Read SEC document |
| May 09, 2019 Filed May 13, 2019 19:30 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007815 · doc4.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,350 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 9, 2019 award of deferred stock units. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 13:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 69.34 | $58.14 | $4,031.43 |
DisclosureSEC source: 0000109563-19-000038 · wf-form4_155412487318018.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 13,073.75 Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 13:44 UTC | CURTISS WRIGHT CORP CW · Entity 3243 | GrantCommon Stock | 1,077 | $116.16 | $125,104.32 |
DisclosureSEC source: 0001628280-19-001357 · wf-form4_155015185732468.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515 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 6, 2019 into $125,000, the amount of the stock award granted to the Issuer's non-employee directors. F3 · price: Price is based on the closing price on of the Issuers securities as reported on the New York Stock Exchange for February 6, 2019, the date the award was approved by the Issuer's Board of Directors. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 21:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000025 · wf-form4_154827774748823.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,932 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 17, 2019 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 4 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531 Underlying: Capital (Common) Stock · 266 shares Expires 2019-01-17 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. F1 · date: This transaction is inadvertently reported late due to an administrative oversight. 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 |
| January 17, 2019 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 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,616 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 · date: This transaction is inadvertently reported late due to an administrative oversight. 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 |
| December 31, 2018 Filed Jan 2, 2019 16:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 59.53 | $65.23 | $3,883.14 |
DisclosureSEC source: 0000109563-19-000004 · wf-form4_154644614258619.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 13,004.41 Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 14:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 50.34 | $76.85 | $3,868.63 |
DisclosureSEC source: 0000109563-18-000121 · wf-form4_153840356588283.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 12,944.88 Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 17:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,420 | $72.35 | $102,737.00 |
DisclosureSEC source: 0000109563-18-000093 · wf-form4_153150307616276.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,057 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 17:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,420 | $72.35 | $102,737.00 |
DisclosureSEC source: 0000109563-18-000093 · wf-form4_153150307616276.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 12,894.54 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 17:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 61.3 | $69.75 | $4,275.68 |
DisclosureSEC source: 0000109563-18-000090 · wf-form4_153055143570858.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 14,314.54 Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 14:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 737 | $0.00 Strike: $22.09 | $0.00 |
DisclosureSEC source: 0000109563-18-000077 · wf-form4_152881429210870.xml · derivative · entry 4 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 737 shares Expires 2019-12-21 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 · shares: Exercise and sale of shares pursuant to a trading plan (pursuant to SEC Rule 10b5-1). Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 14:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 537 | $73.05 | $39,227.85 |
DisclosureSEC source: 0000109563-18-000077 · wf-form4_152881429210870.xml · nonDerivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 F1 · kind: Exercise and sale of shares pursuant to a trading plan (pursuant to SEC Rule 10b5-1). Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 14:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 200 | $73.00 | $14,600.00 |
DisclosureSEC source: 0000109563-18-000077 · wf-form4_152881429210870.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,174 F1 · kind: Exercise and sale of shares pursuant to a trading plan (pursuant to SEC Rule 10b5-1). Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 14:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 737 | $22.09 | $16,280.33 |
DisclosureSEC source: 0000109563-18-000077 · wf-form4_152881429210870.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,374 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 |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,700 | $0.00 Strike: $22.09 | $0.00 |
DisclosureSEC source: 0000109563-18-000075 · wf-form4_152874912907897.xml · derivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737 Underlying: Common Stock · 3,700 shares Expires 2019-12-21 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 · shares: Exercise and sale of shares pursuant to a trading plan (pursuant to SEC Rule 10b5-1). Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,700 | $73.04 | $270,248.00 |
DisclosureSEC source: 0000109563-18-000075 · wf-form4_152874912907897.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 F1 · kind: Exercise and sale of shares pursuant to a trading plan (pursuant to SEC Rule 10b5-1). F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73 to $73.125, inclusive. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 3,700 | $22.09 | $81,733.00 |
DisclosureSEC source: 0000109563-18-000075 · wf-form4_152874912907897.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,337 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, 2018 Filed May 7, 2018 18:35 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008786 · doc4.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,500 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 3, 2018 award of deferred stock units. Read SEC document |
| March 29, 2018 Filed Mar 30, 2018 13:29 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 60.48 | $70.40 | $4,257.79 |
DisclosureSEC source: 0000109563-18-000057 · wf-form4_152241653660726.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 14,253.24 Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 18:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000035 · wf-form4_151690416700603.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,637 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 64.07 | $63.95 | $4,097.28 |
DisclosureSEC source: 0000109563-18-000008 · wf-form4_151500300910199.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 14,192.76 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 71.52 | $57.00 | $4,076.64 |
DisclosureSEC source: 0000109563-17-000154 · wf-form4_150697213079854.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 14,128.69 Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,395 | $59.60 | $83,142.00 |
DisclosureSEC source: 0000109563-17-000098 · wf-form4_149997236996404.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,097 Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,395 | $59.60 | $83,142.00 |
DisclosureSEC source: 0000109563-17-000098 · wf-form4_149997236996404.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 14,057.17 Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 72.23 | $61.75 | $4,460.20 |
DisclosureSEC source: 0000109563-17-000090 · wf-form4_149910348765305.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 15,452.17 Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 21:09 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 1,000 | $106.40 | $106,400.00 |
DisclosureSEC source: 0001225208-17-010750 · doc4.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,300 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 21:09 UTC | ROGERS CORP ROG · Entity 4438 | SaleCapital (Common) Stock | 1,000 | $108.15 | $108,150.00 |
DisclosureSEC source: 0001225208-17-010750 · doc4.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 Read SEC document |
| May 04, 2017 Filed May 8, 2017 20:13 UTC | ROGERS CORP ROG · Entity 4438 | GrantCapital (Common) Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009308 · doc4.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 F1 · shares: Represents shares of Rogers Corporation Capital (Common) Stock receivable pursuant to the May 4, 2017 award of deferred stock units. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 15:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 70.42 | $63.05 | $4,439.98 |
DisclosureSEC source: 0000109563-17-000067 · wf-form4_149123357754639.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 15,379.94 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 13:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,000 | $61.85 | $61,850.00 |
DisclosureSEC source: 0000109563-17-000060 · wf-form4_148708068522728.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,702 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 16:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,596 | $0.00 Strike: $24.24 | $0.00 |
DisclosureSEC source: 0000109563-17-000055 · wf-form4_148700370326295.xml · derivative · entry 5 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,596 shares Expires 2018-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 16:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,000 | $61.58 | $123,152.20 |
DisclosureSEC source: 0000109563-17-000055 · wf-form4_148700370326295.xml · nonDerivative · entry 3 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,702 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.55 to $61.60, inclusive. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 16:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,018 | $61.85 | $62,963.30 |
DisclosureSEC source: 0000109563-17-000055 · wf-form4_148700370326295.xml · nonDerivative · entry 2 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,702 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 16:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,596 | $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-17-000055 · wf-form4_148700370326295.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,720 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 24, 2017 Filed Jan 25, 2017 18:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000031 · wf-form4_148536833030569.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,124 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 19:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 71.29 | $59.85 | $4,266.71 |
DisclosureSEC source: 0000109563-17-000013 · wf-form4_148347324802663.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 15,309.52 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 12:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 89.09 | $47.61 | $4,241.57 |
DisclosureSEC source: 0000109563-16-000303 · wf-form4_147558252040710.xml · nonDerivative · entry 1 Wallace Peter C · CIK 0001295366 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 15,238.23 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.