Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 20, 2026 | January 21, 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 January 20, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,490 |
Reported balance
After 2026-01-20 transaction · row 1
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 572 · Balance 1,490 F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MICROCHIP TECHNOLOGY INC
Report date August 15, 2026 · Filed August 20, 2026
Section 16 reporting ended · disclosed 2026-08-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 133,618 |
Reported balance
After 2026-08-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-15 · Exercise / conversion · Acquired 702 · Balance 133,618 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 133,320 |
Reported balance
After 2026-08-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-15 · Tax withholding · Disposed 298 · Balance 133,320 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 134,542 |
Reported balance
After 2026-08-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-15 · Exercise / conversion · Acquired 1,222 · Balance 134,542 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 134,024 |
Reported balance
After 2026-08-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-15 · Tax withholding · Disposed 518 · Balance 134,024 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 134,293 |
Reported balance
After 2026-08-15 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-08-15 · Exercise / conversion · Acquired 269 · Balance 134,293 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 134,179 |
Reported balance
After 2026-08-15 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-08-15 · Tax withholding · Disposed 114 · Balance 134,179 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 135,028 |
Reported balance
After 2026-08-15 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-08-15 · Exercise / conversion · Acquired 849 · Balance 135,028 |
| Common StockSEC Table I · non-derivative | IndirectShares held Indirectly, by Trust. | 134,668 |
Reported balance
After 2026-08-15 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-08-15 · Tax withholding · Disposed 360 · Balance 134,668 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $80.26 | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-08-15 · Exercise / conversion · Disposed 702 · Balance 0 F1: The restricted stock units vested in four quarterly installments of 1,406 shares beginning November 15, 2023, one quarterly installment of 702 shares on November 15, 2024, one quarterly installment of 704 shares on February 15, 2025 and six quarterly installments of 702 shares beginning on May 15, 2025 as long as the individual remains a service provider through the vesting date. Vested shares were delivered to the reporting person upon vest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $80.26 | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-08-15 · Exercise / conversion · Disposed 269 · Balance 0 F3: The restricted stock units vested in full on August 15, 2026. Vested shares were delivered to the reporting person upon vest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $80.26 | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-08-15 · Exercise / conversion · Disposed 849 · Balance 0 F3: The restricted stock units vested in full on August 15, 2026. Vested shares were delivered to the reporting person upon vest. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $80.26 | Direct | 0 |
Reported balance
After 2026-08-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-08-15 · Exercise / conversion · Disposed 1,222 · Balance 0 F2: Each Performance Stock Unit (PSU) granted under the Microchip Technology Incorporated (Microchip) 2004 Equity Incentive Plan represents a contingent right to receive shares of Microchip common stock based on Microchip's cumulative non-GAAP operating margin over a period of 12 quarters ending September 30, 2024. The target number of PSU shares that may be earned is reported in the table above and is based on Microchip achieving a cumulative non-GAAP operating margin of 40.0% over the 12 quarter measurement period. The actual number of shares that may be earned can be higher or lower than the target depending on Microchip's non-GAAP operating margin over the measurement period. Earned PSUs vested ratably over eight quarters beginning on November 15, 2024 as long as the reporting person remains a service provider through the vesting date. Vested shares were delivered to the reporting person upon vest. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested in four quarterly installments of 1,406 shares beginning November 15, 2023, one quarterly installment of 702 shares on November 15, 2024, one quarterly installment of 704 shares on February 15, 2025 and six quarterly installments of 702 shares beginning on May 15, 2025 as long as the individual remains a service provider through the vesting date. Vested shares were delivered to the reporting person upon vest.
F2: Each Performance Stock Unit (PSU) granted under the Microchip Technology Incorporated (Microchip) 2004 Equity Incentive Plan represents a contingent right to receive shares of Microchip common stock based on Microchip's cumulative non-GAAP operating margin over a period of 12 quarters ending September 30, 2024. The target number of PSU shares that may be earned is reported in the table above and is based on Microchip achieving a cumulative non-GAAP operating margin of 40.0% over the 12 quarter measurement period. The actual number of shares that may be earned can be higher or lower than the target depending on Microchip's non-GAAP operating margin over the measurement period. Earned PSUs vested ratably over eight quarters beginning on November 15, 2024 as long as the reporting person remains a service provider through the vesting date. Vested shares were delivered to the reporting person upon vest.
F3: The restricted stock units vested in full on August 15, 2026. Vested shares were delivered to the reporting person upon vest.
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 23:13 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-17-000012 · edgar.xml · derivative · entry 2 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231 Underlying: Common Stock · 231 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F3 · derivative.exercise_date: The restricted stock units will vest in full on February 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended March 31, 2017. Vested shares will be delivered to the reporting person upon vest. F3 · derivative.expiration_date: The restricted stock units will vest in full on February 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended March 31, 2017. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 21:56 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | SaleCommon Stock | 2,892 | $64.90 | $187,690.80 |
DisclosureSEC source: 0000827054-16-000502 · edgar.xml · nonDerivative · entry 1 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held Directly and Indirectly, by Trust. Disclosed balance after: 48,914 F1 · kind: The sale(s) reported in this Form 4 was/were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2014. F1 · shares: The sale(s) reported in this Form 4 was/were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2014. F2 · balance_after: Of the 48,914 shares held, 7,652 shares were held Directly; 41,262 shares were held by Trust. F2 · ownership.nature: Of the 48,914 shares held, 7,652 shares were held Directly; 41,262 shares were held by Trust. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 00:21 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | Exercise / conversionRestricted Stock Units · Derivative | 4,441 | $0.00 Strike: $65.19 | $0.00 |
DisclosureSEC source: 0000827054-16-000488 · edgar.xml · derivative · entry 3 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,441 shares Expires not disclosed 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. F3 · derivative.exercise_date: The restricted stock units will vest in full on November 15, 2016 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2012. Vested shares will be delivered to the reporting person upon vest. F3 · derivative.expiration_date: The restricted stock units will vest in full on November 15, 2016 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2012. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 00:21 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | Exercise / conversionCommon Stock | 4,441 | $65.19 | $289,508.79 |
DisclosureSEC source: 0000827054-16-000488 · edgar.xml · nonDerivative · entry 1 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held Directly and Indirectly, by Trust. Disclosed balance after: 53,355 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 · balance_after: Of the 53,355 shares held, 7,652 shares were held Directly; 45,703 shares were held by Trust. F1 · ownership.nature: Of the 53,355 shares held, 7,652 shares were held Directly; 45,703 shares were held by Trust. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 00:21 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | Tax withholdingCommon Stock | 1,549 | $65.19 | $100,979.31 |
DisclosureSEC source: 0000827054-16-000488 · edgar.xml · nonDerivative · entry 2 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held Directly and Indirectly, by Trust. Disclosed balance after: 51,806 F2 · balance_after: Of the 51,806 shares held, 7,652 shares were held Directly; 44,154 shares were held by Trust. F2 · ownership.nature: Of the 51,806 shares held, 7,652 shares were held Directly; 44,154 shares were held by Trust. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 23:57 UTC Amendment | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 2,772 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000461 · edgar.xml · derivative · entry 4 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,772 Underlying: Common Stock · 2,772 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F6 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2020 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F6 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2020 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 23:57 UTC Amendment | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000461 · edgar.xml · derivative · entry 3 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Underlying: Common Stock · 75 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F5 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F5 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 23:57 UTC Amendment | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000461 · edgar.xml · derivative · entry 2 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238 Underlying: Common Stock · 238 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F4 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2018 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F4 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2018 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 22:53 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 2,772 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000453 · edgar.xml · derivative · entry 4 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,772 Underlying: Common Stock · 2,772 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F5 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2020 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F5 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2020 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 22:53 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000453 · edgar.xml · derivative · entry 3 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Underlying: Common Stock · 75 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F4 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F4 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2019 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| October 02, 2016 Filed Oct 4, 2016 22:53 UTC | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantRestricted Stock Units · Derivative | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0000827054-16-000453 · edgar.xml · derivative · entry 2 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238 Underlying: Common Stock · 238 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Microchip Technology Incorporated common stock. F3 · derivative.exercise_date: The restricted stock units will vest in full on ovember 15, 2018 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. F3 · derivative.expiration_date: The restricted stock units will vest in full on ovember 15, 2018 as long as the individual remains a service provider through the vesting date and the Company achieves performance targets for operating expense in the quarter ended December 31, 2016. Vested shares will be delivered to the reporting person upon vest. Read SEC document |
| September 01, 2016 Filed Oct 4, 2016 23:57 UTC Amendment | MICROCHIP TECHNOLOGY INC MCHP · Entity 581 | GrantCommon Stock | 118 | $38.44 | $4,535.57 |
DisclosureSEC source: 0000827054-16-000461 · edgar.xml · nonDerivative · entry 1 SIMONCIC RICHARD J · CIK 0001181945 · VP, Analog and Intrfc Prod Div 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held Directly and Indirectly, by Trust. Disclosed balance after: 48,914 F1 · balance_after: Of the 48,914 shares held, 7,652 shares were held Directly; 41,262 shares were held by Trust. F2 · balance_after: This Amended Form 4 is filed to accurately report the number of shares held at the end of the period to include ESPP shares purchased on 9/1/2016. All subsequent reports filed after this date are deemed to include the modification herein. F1 · ownership.nature: Of the 48,914 shares held, 7,652 shares were held Directly; 41,262 shares were held by Trust. 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.