Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Vice President-CFO & Treasurer | August 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 | 32,050 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Sale · Disposed 1,812 · Balance 32,050 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $355.03 to $355.33, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $355.03 to $355.33, 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.
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 20:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,812 | $355.10 | $643,439.21 |
DisclosureSEC source: 0001716018-26-000006 · wk-form4_1787257391.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,050 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $355.03 to $355.33, 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 |
| August 11, 2026 Filed Aug 13, 2026 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 2,153 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001716018-26-000004 · wk-form4_1786651800.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,153 Underlying: Common Stock · 2,153 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 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 887 | $352.35 | $312,534.45 |
DisclosureSEC source: 0001716018-26-000004 · wk-form4_1786651800.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,862 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 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001716018-26-000004 · wk-form4_1786651800.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,749 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 20:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001716018-26-000004 · wk-form4_1786651800.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,879 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 573 | $359.90 | $206,222.70 |
DisclosureSEC source: 0001716018-26-000002 · wk-form4_1786479329.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,228 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 2,664 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000075 · wk-form4_1755204228.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 2,664 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 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,914 | $270.68 | $518,081.52 |
DisclosureSEC source: 0000109563-25-000075 · wk-form4_1755204228.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,801 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 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,608 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000075 · wk-form4_1755204228.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,715 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 20:43 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000075 · wk-form4_1755204228.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,107 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 20:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 516 | $263.13 | $135,775.08 |
DisclosureSEC source: 0000109563-25-000061 · wk-form4_1755030415.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,241 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,380 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000065 · wk-form4_1723752798.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,380 Underlying: Common Stock · 3,380 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,008 | $197.43 | $593,869.44 |
DisclosureSEC source: 0000109563-24-000065 · wk-form4_1723752798.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,757 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 4,825 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000065 · wk-form4_1723752798.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,765 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000065 · wk-form4_1723752798.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,940 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 10, 2024 Filed Aug 13, 2024 21:07 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 734 | $197.00 | $144,598.00 |
DisclosureSEC source: 0000109563-24-000057 · wk-form4_1723583238.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,908 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,101 | $152.60 | $168,012.60 |
DisclosureSEC source: 0000109563-23-000079 · wf-form4_169204759012668.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,642 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 4,029 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000062 · wf-form4_169170071840660.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,029 Underlying: Common Stock · 4,029 shares Expires 2033-08-08 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 08, 2023 Filed Aug 10, 2023 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,768 | $142.92 | $681,442.56 |
DisclosureSEC source: 0000109563-23-000062 · wf-form4_169170071840660.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,743 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000062 · wf-form4_169170071840660.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,511 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 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,284 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000062 · wf-form4_169170071840660.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,872 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 21:24 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 963 | $113.43 | $109,233.09 |
DisclosureSEC source: 0000109563-22-000099 · wf-form4_166059635473525.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,588 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 16:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 4,700 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000087 · wf-form4_166023703123205.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Underlying: Common Stock · 4,700 shares Expires 2032-08-09 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 09, 2022 Filed Aug 11, 2022 16:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,008 | $103.92 | $208,671.36 |
DisclosureSEC source: 0000109563-22-000087 · wf-form4_166023703123205.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,551 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000087 · wf-form4_166023703123205.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,559 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 16:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000087 · wf-form4_166023703123205.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,009 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 10, 2021 Filed Aug 11, 2021 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 4,700 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000070 · wf-form4_162871622765589.xml · derivative · entry 5 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Underlying: Common Stock · 4,700 shares Expires 2031-08-10 F5 · 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 10, 2021 Filed Aug 11, 2021 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 255 | $88.79 | $22,641.45 |
DisclosureSEC source: 0000109563-21-000070 · wf-form4_162871622765589.xml · nonDerivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,309 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 4,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000070 · wf-form4_162871622765589.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,564 F3 · shares: Performance shares "banked" as a result of 2021 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000070 · wf-form4_162871622765589.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,902 F2 · 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, 2021 Filed Aug 11, 2021 21:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 486 | $86.00 | $41,796.00 |
DisclosureSEC source: 0000109563-21-000070 · wf-form4_162871622765589.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,302 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 7,900 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-20-000073 · wf-form4_159734675027762.xml · derivative · entry 4 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 shares Expires 2030-08-11 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, 2020 Filed Aug 13, 2020 19:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,166 | $69.05 | $80,512.30 |
DisclosureSEC source: 0000109563-20-000073 · wf-form4_159734675027762.xml · nonDerivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,788 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 19:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000073 · wf-form4_159734675027762.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,954 F2 · 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, 2020 Filed Aug 13, 2020 19:26 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,805 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000073 · wf-form4_159734675027762.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 F1 · shares: Performance shares "banked" as a result of 2020 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| August 10, 2020 Filed Aug 12, 2020 21:02 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 516 | $68.67 | $35,433.72 |
DisclosureSEC source: 0000109563-20-000063 · wf-form4_159726614757030.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,749 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| June 21, 2020 Filed Jun 23, 2020 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 452 | $60.11 | $27,169.72 |
DisclosureSEC source: 0000109563-20-000043 · wf-form4_159293803362143.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,265 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 11,600 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-19-000093 · wf-form4_156588106321698.xml · derivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,600 Underlying: Common Stock · 11,600 shares Expires 2029-08-13 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 13, 2019 Filed Aug 15, 2019 14:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000093 · wf-form4_156588106321698.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,717 F2 · 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, 2019 Filed Aug 15, 2019 14:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,214 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000093 · wf-form4_156588106321698.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,617 F1 · shares: Performance shares "banked" as a result of 2019 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| June 21, 2019 Filed Jun 24, 2019 18:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 452 | $58.53 | $26,455.56 |
DisclosureSEC source: 0000109563-19-000051 · wf-form4_156139953813555.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,403 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 7,500 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-18-000107 · wf-form4_153418595515519.xml · derivative · entry 3 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2028-08-09 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, 2018 Filed Aug 13, 2018 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000107 · wf-form4_153418595515519.xml · nonDerivative · entry 2 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,855 F2 · 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, 2018 Filed Aug 13, 2018 18:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,791 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000107 · wf-form4_153418595515519.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,255 F1 · shares: Performance shares "banked" as a result of 2018 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 17:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 696 | $74.40 | $51,782.40 |
DisclosureSEC source: 0000109563-18-000079 · wf-form4_152994639815412.xml · nonDerivative · entry 1 Wells David K. · CIK 0001716018 · Vice President-CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,464 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. 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.