Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director · President and CEO | August 11, 2026 | August 13, 2026 |
| Ralliant CorpRAL · Entity 3728 | Director | June 05, 2026 | June 09, 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 | 136,893 |
Ending reported balance
After 2026-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 3,089 · Balance 131,456 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 10,313 · Balance 141,769 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 4,876 · Balance 136,893 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 | 10,217 |
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 10,217 · Balance 10,217 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.
Ralliant Corp
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,628 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 3,225 · Balance 6,628 F1: On June 5, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2027 annual meeting of stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 5, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2027 annual meeting of stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATTERSON COMPANIES, INC.
Report date April 17, 2025 · Filed April 17, 2025
Section 16 reporting ended · disclosed 2025-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 1
1 source rowRow 1 · 2025-04-17 · Disposition to issuer · Disposed 48,788 · Balance 0 F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below).
F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger.
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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 10,217 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001431804-26-000008 · wk-form4_1786651992.xml · derivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,217 Underlying: Common Stock · 10,217 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,876 | $352.35 | $1,718,058.60 |
DisclosureSEC source: 0001431804-26-000008 · wk-form4_1786651992.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,893 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 10,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001431804-26-000008 · wk-form4_1786651992.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,769 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 20:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001431804-26-000008 · wk-form4_1786651992.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,456 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 20:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,161 | $359.90 | $777,743.90 |
DisclosureSEC source: 0001431804-26-000006 · wk-form4_1786479524.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,367 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:13 UTC | Ralliant Corp RAL · Entity 3728 | GrantCommon Stock | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001431804-26-000004 · wk-form4_1781039595.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,628 F1 · shares: On June 5, 2026, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2027 annual meeting of stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,293 | $288.29 | $372,758.97 |
DisclosureSEC source: 0001431804-26-000002 · wk-form4_1770412277.xml · nonDerivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,528 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $288.12 to $288.49, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,544 | $287.51 | $1,306,445.44 |
DisclosureSEC source: 0001431804-26-000002 · wk-form4_1770412277.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,821 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $287.035 to $287.99, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,996 | $286.45 | $858,204.20 |
DisclosureSEC source: 0001431804-26-000002 · wk-form4_1770412277.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,365 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $286.00 to $286.905, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,740 | $285.39 | $496,578.60 |
DisclosureSEC source: 0001431804-26-000002 · wk-form4_1770412277.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,361 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.00 to $285.95, inclusive. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 8,634 | $284.49 | $2,456,286.66 |
DisclosureSEC source: 0001431804-26-000002 · wk-form4_1770412277.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,101 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $284.00 to $284.995, inclusive. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 21:01 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 26,671 | $262.46 | $7,000,070.66 |
DisclosureSEC source: 0000109563-25-000085 · wk-form4_1755896461.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,735 F1 · kind: On August 21, 2025, the reporting person made an irrevocable contribution of Common Stock to an exchange fund in exchange for shares of the exchange fund. The Common Stock was valued at the closing price on the business day immediately preceding the day on which the shares were accepted by the exchange fund. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 12,062 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000065 · wk-form4_1755202371.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,062 Underlying: Common Stock · 12,062 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 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 12,303 | $270.68 | $3,330,176.04 |
DisclosureSEC source: 0000109563-25-000065 · wk-form4_1755202371.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,406 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 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 14,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000065 · wk-form4_1755202371.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,709 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 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000065 · wk-form4_1755202371.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,310 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,218 | $263.13 | $846,752.34 |
DisclosureSEC source: 0000109563-25-000053 · wk-form4_1755029704.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,388 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:45 UTC | Ralliant Corp RAL · Entity 3728 | GrantCommon Stock | 3,403 | $0.00 | $0.00 |
DisclosureSEC source: 0002041385-25-000020 · wk-form4_1751489118.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,403 F1 · shares: On June 30, 2025, the Issuer granted to the Reporting Person restricted stock units ("Annual Grant RSUs") of the Issuer in the amount indicated. The Annual Grant RSUs vest on the earlier of the first anniversary of the grant date or the date of and immediately prior to the Issuer's 2026 annual meeting of the stockholders, but the underlying shares will not be issued until the earlier of the Reporting Person's death or the first day of the seventh month following the Reporting Person's retirement from the Board of Directors of the Issuer. Read SEC document |
| April 17, 2025 Filed Apr 17, 2025 14:08 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Disposition to issuerCommon Stock | 48,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-055209 · ownership.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2 · shares: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. F2 · price: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 10,680 | $269.18 | $2,874,842.40 |
DisclosureSEC source: 0000109563-25-000028 · wk-form4_1740086141.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,606 F1 · kind: On February 18, 2025, the reporting person made an irrevocable contribution of Common Stock to an exchange fund in exchange for shares of the exchange fund. The Common Stock was valued at the closing price on the day the shares were accepted by the exchange fund. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 14:06 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 7,820 | $21.74 | $170,006.80 |
DisclosureSEC source: 0000950170-24-107716 · ownership.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,788 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan. Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 20:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 21,422 | $202.37 | $4,335,170.14 |
DisclosureSEC source: 0000109563-24-000082 · wk-form4_1724444402.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,286 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.00 to $202.93, inclusive. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 21:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,703 | $202.24 | $748,894.72 |
DisclosureSEC source: 0000109563-24-000080 · wk-form4_1724275843.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,708 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $202.00 to $202.51, inclusive. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 15,210 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000069 · wk-form4_1723753843.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,210 Underlying: Common Stock · 15,210 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 17,692 | $197.43 | $3,492,931.56 |
DisclosureSEC source: 0000109563-24-000069 · wk-form4_1723753843.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,411 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 27,477 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000069 · wk-form4_1723753843.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,103 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 4,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000069 · wk-form4_1723753843.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,626 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 20:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,576 | $197.00 | $704,472.00 |
DisclosureSEC source: 0000109563-24-000053 · wk-form4_1723582576.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,981 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 21:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 93,750 | $169.72 | $15,911,250.00 |
DisclosureSEC source: 0000109563-23-000120 · wk-form4_1702936013.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,557 F1 · kind: On November 2, 2023, the reporting person provided his irrevocable consent to contribute at a later date 93,750 shares of Applied common stock to an exchange fund in exchange for shares of the exchange fund. The exchange fund transaction closed on December 14, 2023, Applied common stock was valued at $169.72 per share, and the reporting person's shares were contributed on that date consistent with the exchange fund's offering memorandum. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 15:13 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 4,968 | $29.19 | $145,015.92 |
DisclosureSEC source: 0001209191-23-049226 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,968 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 9,889 | $154.16 | $1,524,478.35 |
DisclosureSEC source: 0000109563-23-000091 · wf-form4_169334169566066.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,307 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.00 to $154.78, inclusive. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 111 | $154.00 | $17,094.00 |
DisclosureSEC source: 0000109563-23-000085 · wf-form4_169221809851182.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,196 Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,568 | $154.23 | $1,012,982.64 |
DisclosureSEC source: 0000109563-23-000085 · wf-form4_169221809851182.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,307 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.00 to $154.44, inclusive. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 20:35 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 23,432 | $153.51 | $3,597,046.32 |
DisclosureSEC source: 0000109563-23-000085 · wf-form4_169221809851182.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,875 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.14 to $153.99, inclusive. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,730 | $152.60 | $874,398.00 |
DisclosureSEC source: 0000109563-23-000081 · wf-form4_169204770899437.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,307 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 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 18,133 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000066 · wf-form4_169170118934960.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,133 Underlying: Common Stock · 18,133 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 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 30,072 | $142.92 | $4,297,890.24 |
DisclosureSEC source: 0000109563-23-000066 · wf-form4_169170118934960.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,037 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 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 45,767 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000066 · wf-form4_169170118934960.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,109 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 21:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,779 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000066 · wf-form4_169170118934960.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,342 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 22, 2023 Filed May 24, 2023 22:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,655 | $130.01 | $215,161.25 |
DisclosureSEC source: 0000109563-23-000049 · wf-form4_168496562477728.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,563 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.00 to $130.02, inclusive. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 21:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 21,526 | $145.06 | $3,122,561.56 |
DisclosureSEC source: 0000109563-23-000033 · wf-form4_167830960682735.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,218 F1 · kind: The trades were effected pursuant to a Rule 10b5-1 trading plan adopted prior to the effective date of the SEC's recent rule amendments. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.00 to $145.25, inclusive. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,186 | $145.00 | $606,970.00 |
DisclosureSEC source: 0000109563-23-000031 · wf-form4_167787821964754.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,744 F1 · kind: The trades were effected pursuant to a Rule 10b5-1 trading plan adopted prior to the effective date of the SEC's recent rule amendments. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.00 to $145.02, inclusive. Read SEC document |
| February 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 44,925 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · derivative · entry 7 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,975 Underlying: Common Stock · 44,925 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 |
| February 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 53,000 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · derivative · entry 6 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,000 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 |
| February 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 29,659 | $144.59 | $4,288,394.81 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343,930 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 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 44,925 | $53.87 | $2,420,109.75 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,589 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 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 35,199 | $144.59 | $5,089,423.41 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,664 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 20, 2023 Filed Feb 21, 2023 22:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 53,000 | $54.90 | $2,909,700.00 |
DisclosureSEC source: 0000109563-23-000029 · wf-form4_167701802819688.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,863 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 |
| September 12, 2022 Filed Sep 13, 2022 15:59 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 5,326 | $27.23 | $145,026.98 |
DisclosureSEC source: 0001209191-22-049677 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,000 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan. Read SEC document |
| August 13, 2022 Filed Aug 16, 2022 12:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,043 | $113.43 | $572,027.49 |
DisclosureSEC source: 0000109563-22-000102 · wf-form4_166065322882796.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,863 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.