Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | VP-Sales & Marketing-USSC | August 18, 2026 | August 20, 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 August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,259 |
Ending reported balance
After 2026-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-18 · Exercise / conversion · Acquired 7,700 · Balance 23,033 Row 2 · 2026-08-18 · Tax withholding · Disposed 2,774 · Balance 20,259 F1: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $53.87 · Expires 2029-08-13 | Direct | 7,700 |
Reported balance
After 2026-08-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-18 · Exercise / conversion · Disposed 7,700 · Balance 7,700 |
| Common StockSEC Table I · non-derivative | IndirectRetirement Savings Plan | 885.459 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 885.459 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 18, 2026 Filed Aug 20, 2026 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 7,700 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0001881666-26-000008 · wk-form4_1787257263.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,700 Underlying: Common Stock · 7,700 shares Expires 2029-08-13 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 |
| August 18, 2026 Filed Aug 20, 2026 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,774 | $354.35 | $982,966.90 |
DisclosureSEC source: 0001881666-26-000008 · wk-form4_1787257263.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,259 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 7,700 | $53.87 | $414,799.00 |
DisclosureSEC source: 0001881666-26-000008 · wk-form4_1787257263.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,033 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 |
| August 11, 2026 Filed Aug 13, 2026 20:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,240 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001881666-26-000006 · wk-form4_1786651872.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,240 Underlying: Common Stock · 1,240 shares Expires 2036-08-11 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 341 | $352.35 | $120,151.35 |
DisclosureSEC source: 0001881666-26-000006 · wk-form4_1786651872.xml · nonDerivative · entry 3 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,333 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001881666-26-000006 · wk-form4_1786651872.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,674 F2 · shares: Performance shares "banked" as a result of 2026 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 11, 2026 Filed Aug 13, 2026 20:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001881666-26-000006 · wk-form4_1786651872.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,646 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 08, 2026 Filed Aug 11, 2026 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 220 | $359.90 | $79,178.00 |
DisclosureSEC source: 0001881666-26-000004 · wk-form4_1786479435.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,271 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 21:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,447 | $287.87 | $1,568,027.89 |
DisclosureSEC source: 0001881666-26-000002 · wk-form4_1770412097.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,491 Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 5,447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000109563-25-000091 · wk-form4_1757019478.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,938 F1 · kind: On September 2, 2025 the broker for the reporting person rescinded a sale transaction that was previously reported. The rescision was due to broker error in effecting the tranasaction. F1 · price: On September 2, 2025 the broker for the reporting person rescinded a sale transaction that was previously reported. The rescision was due to broker error in effecting the tranasaction. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,447 | $260.40 | $1,418,398.80 |
DisclosureSEC source: 0000109563-25-000087 · wk-form4_1755897028.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,491 Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,019 | $259.22 | $523,365.18 |
DisclosureSEC source: 0000109563-25-000087 · wk-form4_1755897028.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,938 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $258.76 to $259.38, inclusive. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,453 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000069 · wk-form4_1755203583.xml · derivative · entry 5 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453 Underlying: Common Stock · 1,453 shares Expires 2035-08-12 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,269 | $270.68 | $343,492.92 |
DisclosureSEC source: 0000109563-25-000069 · wk-form4_1755203583.xml · nonDerivative · entry 3 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,957 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000069 · wk-form4_1755203583.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,226 F2 · shares: Performance shares "banked" as a result of 2025 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000069 · wk-form4_1755203583.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,761 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2025 Filed Aug 12, 2025 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 409 | $263.13 | $107,620.17 |
DisclosureSEC source: 0000109563-25-000059 · wk-form4_1755030145.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,288 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,475 | $248.10 | $1,110,259.58 |
DisclosureSEC source: 0000109563-25-000032 · wk-form4_1740604671.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,697 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.78 to $248.35, inclusive. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 10,000 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-25-000030 · wk-form4_1740171865.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2028-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,525 | $266.00 | $1,469,650.00 |
DisclosureSEC source: 0000109563-25-000030 · wk-form4_1740171865.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,172 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 10,000 | $74.55 | $745,500.00 |
DisclosureSEC source: 0000109563-25-000030 · wk-form4_1740171865.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,697 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 |
| August 13, 2024 Filed Aug 15, 2024 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,796 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000067 · wk-form4_1723753706.xml · derivative · entry 5 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,796 Underlying: Common Stock · 1,796 shares Expires 2034-08-13 F4 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,769 | $197.43 | $349,253.67 |
DisclosureSEC source: 0000109563-24-000067 · wk-form4_1723753706.xml · nonDerivative · entry 3 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,697 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000067 · wk-form4_1723753706.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,466 F2 · shares: Performance shares "banked" as a result of 2024 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000067 · wk-form4_1723753706.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,665 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 11, 2024 Filed Aug 13, 2024 21:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,430 | $197.00 | $478,710.00 |
DisclosureSEC source: 0000109563-24-000055 · wk-form4_1723582946.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,117 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 10, 2024 Filed Aug 13, 2024 21:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 413 | $197.00 | $81,361.00 |
DisclosureSEC source: 0000109563-24-000055 · wk-form4_1723582946.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,547 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 20, 2024 Filed May 21, 2024 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 650 | $196.71 | $127,861.24 |
DisclosureSEC source: 0000109563-24-000035 · wk-form4_1716326838.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,960 Read SEC document |
| August 27, 2023 Filed Aug 29, 2023 20:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 9,300 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-23-000089 · wf-form4_169334136839472.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,300 shares Expires 2027-08-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 27, 2023 Filed Aug 29, 2023 20:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 6,059 | $153.98 | $932,964.82 |
DisclosureSEC source: 0000109563-23-000089 · wf-form4_169334136839472.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,610 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 27, 2023 Filed Aug 29, 2023 20:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 9,300 | $54.90 | $510,570.00 |
DisclosureSEC source: 0000109563-23-000089 · wf-form4_169334136839472.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,669 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 |
| August 08, 2023 Filed Aug 10, 2023 20:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 2,331 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000064 · wf-form4_169170091242656.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,331 Underlying: Common Stock · 2,331 shares Expires 2033-08-08 F3 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000064 · wf-form4_169170091242656.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,369 F2 · shares: Performance shares "banked" as a result of 2023 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000064 · wf-form4_169170091242656.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,945 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| August 13, 2022 Filed Aug 15, 2022 21:36 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 642 | $113.43 | $72,822.06 |
DisclosureSEC source: 0000109563-22-000100 · wf-form4_166059701356339.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,202 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 2,600 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000085 · wf-form4_166023689230531.xml · derivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,600 Underlying: Common Stock · 2,600 shares Expires 2032-08-09 F3 · derivative.exercise_date: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,193 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000085 · wf-form4_166023689230531.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,844 F2 · shares: Performance shares "banked" as a result of 2022 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:55 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000085 · wf-form4_166023689230531.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,651 F1 · shares: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 4,400 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · derivative · entry 7 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,400 shares Expires 2026-08-11 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. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 4,400 | $0.00 Strike: $38.36 | $0.00 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · derivative · entry 6 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,400 shares Expires 2025-08-11 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. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,039 | $111.14 | $337,754.46 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · nonDerivative · entry 4 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,751 Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,400 | $48.19 | $212,036.00 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · nonDerivative · entry 3 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,790 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 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,826 | $111.14 | $314,081.64 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,390 Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,400 | $38.36 | $168,784.00 |
DisclosureSEC source: 0000109563-22-000052 · wf-form4_165186946635155.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,216 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 25, 2022 Filed Mar 1, 2022 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 4,400 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0000109563-22-000035 · wf-form4_164616944234775.xml · derivative · entry 6 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,400 shares Expires 2024-08-12 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 25, 2022 Filed Mar 1, 2022 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 3,000 | $0.00 Strike: $50.74 | $0.00 |
DisclosureSEC source: 0000109563-22-000035 · wf-form4_164616944234775.xml · derivative · entry 5 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2023-08-13 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 25, 2022 Filed Mar 1, 2022 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,841 | $100.62 | $487,101.42 |
DisclosureSEC source: 0000109563-22-000035 · wf-form4_164616944234775.xml · nonDerivative · entry 3 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,816 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,400 | $49.04 | $215,776.00 |
DisclosureSEC source: 0000109563-22-000035 · wf-form4_164616944234775.xml · nonDerivative · entry 2 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,657 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 25, 2022 Filed Mar 1, 2022 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 3,000 | $50.74 | $152,220.00 |
DisclosureSEC source: 0000109563-22-000035 · wf-form4_164616944234775.xml · nonDerivative · entry 1 Vasquez Jason W · CIK 0001881666 · VP-Sales & Marketing-USSC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,257 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.