Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | VP-General Counsel & Secretary | August 11, 2026 | August 13, 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 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,953 |
Ending reported balance
After 2026-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 375 · Balance 3,380 F1: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock. Row 2 · 2026-08-11 · Grant · Acquired 1,023 · Balance 4,403 F2: 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. Row 3 · 2026-08-11 · Tax withholding · Disposed 450 · Balance 3,953 F3: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $352.35 · Expires 2036-08-11 | Direct | 1,240 |
Reported balance
After 2026-08-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-11 · Grant · Acquired 1,240 · Balance 1,240 F4: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.
F2: 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.
F3: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.
F4: Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.
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 11, 2026 Filed Aug 13, 2026 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,240 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001971363-26-000006 · wk-form4_1786651608.xml · derivative · entry 4 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 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 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 450 | $352.35 | $158,557.50 |
DisclosureSEC source: 0001971363-26-000006 · wk-form4_1786651608.xml · nonDerivative · entry 3 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,953 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 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001971363-26-000006 · wk-form4_1786651608.xml · nonDerivative · entry 2 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,403 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 20:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001971363-26-000006 · wk-form4_1786651608.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,380 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 20:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 291 | $359.90 | $104,730.90 |
DisclosureSEC source: 0001971363-26-000004 · wk-form4_1786479642.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,005 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| April 24, 2026 Filed Apr 28, 2026 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 146 | $293.35 | $42,829.10 |
DisclosureSEC source: 0001971363-26-000002 · wk-form4_1777407745.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,296 F1 · kind: 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 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,453 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000071 · wk-form4_1755203697.xml · derivative · entry 3 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453 Underlying: Common Stock · 1,453 shares Expires 2035-08-12 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 12, 2025 Filed Aug 14, 2025 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000071 · wk-form4_1755203697.xml · nonDerivative · entry 2 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,442 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 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000071 · wk-form4_1755203697.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,708 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, 2024 Filed Aug 15, 2024 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,796 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000071 · wk-form4_1723754050.xml · derivative · entry 3 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,796 Underlying: Common Stock · 1,796 shares Expires 2034-08-13 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, 2024 Filed Aug 15, 2024 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000071 · wk-form4_1723754050.xml · nonDerivative · entry 2 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,235 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 20:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000071 · wk-form4_1723754050.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,752 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, 2023 Filed Aug 10, 2023 21:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 2,303 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000068 · wf-form4_169170150663510.xml · derivative · entry 2 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 Underlying: Common Stock · 2,303 shares Expires 2033-08-08 F2 · 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 21:05 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000068 · wf-form4_169170150663510.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,204 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 |
| April 24, 2023 Filed Apr 26, 2023 19:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 1,400 | $0.00 Strike: $136.85 | $0.00 |
DisclosureSEC source: 0000109563-23-000042 · wf-form4_168253888050517.xml · derivative · entry 2 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires 2033-04-24 F2 · 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 |
| April 24, 2023 Filed Apr 26, 2023 19:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 470 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000042 · wf-form4_168253888050517.xml · nonDerivative · entry 1 Ploetz Jon S · CIK 0001971363 · VP-General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.