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 09, 2022 Filed Aug 11, 2022 16:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 21,100 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000083 · wf-form4_166023677605889.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,100 Underlying: Common Stock · 21,100 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 16:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 12,805 | $103.92 | $1,330,695.60 |
DisclosureSEC source: 0000109563-22-000083 · wf-form4_166023677605889.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,906 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 16:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 46,898 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000083 · wf-form4_166023677605889.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,711 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 16:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000083 · wf-form4_166023677605889.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,813 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 17, 2022 Filed May 19, 2022 15:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 13,488 | $108.20 | $1,459,452.85 |
DisclosureSEC source: 0000109563-22-000058 · wf-form4_165297340598329.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,213 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.00 to $108.75, inclusive. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 72,100 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0000109563-22-000050 · wf-form4_165186909531741.xml · derivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 72,100 shares Expires 2026-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 50,312 | $111.14 | $5,591,675.68 |
DisclosureSEC source: 0000109563-22-000050 · wf-form4_165186909531741.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,701 Read SEC document |
| May 04, 2022 Filed May 6, 2022 20:31 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 72,100 | $48.19 | $3,474,499.00 |
DisclosureSEC source: 0000109563-22-000050 · wf-form4_165186909531741.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,013 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 28, 2022 Filed Mar 1, 2022 21:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,921 | $101.16 | $700,128.36 |
DisclosureSEC source: 0000109563-22-000033 · wf-form4_164616927349954.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,913 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.00 to $101.57, inclusive. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,079 | $101.58 | $312,764.82 |
DisclosureSEC source: 0000109563-22-000033 · wf-form4_164616927349954.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.05 to $101.88, inclusive. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 64,800 | $38.36 Strike: $38.36 | $2,485,728.00 |
DisclosureSEC source: 0000109563-21-000099 · wf-form4_163649388129230.xml · derivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,800 shares Expires 2025-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 43,085 | $103.15 | $4,444,217.75 |
DisclosureSEC source: 0000109563-21-000099 · wf-form4_163649388129230.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,913 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 64,800 | $38.36 | $2,485,728.00 |
DisclosureSEC source: 0000109563-21-000099 · wf-form4_163649388129230.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,998 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 13, 2021 Filed Sep 14, 2021 17:56 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 4,552 | $31.86 | $145,026.72 |
DisclosureSEC source: 0001209191-21-055995 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,674 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 10, 2021 Filed Aug 11, 2021 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 22,900 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000072 · wf-form4_162871639462670.xml · derivative · entry 6 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,900 Underlying: Common Stock · 22,900 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 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,231 | $88.79 | $198,090.49 |
DisclosureSEC source: 0000109563-21-000072 · wf-form4_162871639462670.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,198 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 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 29,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000072 · wf-form4_162871639462670.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,429 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 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 7,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000072 · wf-form4_162871639462670.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,946 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 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,152 | $86.00 | $357,072.00 |
DisclosureSEC source: 0000109563-21-000072 · wf-form4_162871639462670.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,146 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 14, 2021 Filed May 17, 2021 20:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 37,500 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0000109563-21-000053 · wf-form4_162128485450344.xml · derivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2024-08-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · 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 |
| May 14, 2021 Filed May 17, 2021 20:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 26,830 | $105.08 | $2,819,296.40 |
DisclosureSEC source: 0000109563-21-000053 · wf-form4_162128485450344.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,298 Read SEC document |
| May 14, 2021 Filed May 17, 2021 20:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 37,500 | $49.04 | $1,839,000.00 |
DisclosureSEC source: 0000109563-21-000053 · wf-form4_162128485450344.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,128 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 20,664 | $101.84 | $2,104,421.76 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.xml · nonDerivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,628 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.35 to $102.32, inclusive. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 35,000 | $0.00 Strike: $50.74 | $0.00 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.xml · derivative · entry 7 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2023-08-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| May 04, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 34,400 | $0.00 Strike: $41.29 | $0.00 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.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 · 34,400 shares Expires 2022-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| May 04, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 48,736 | $101.19 | $4,931,595.84 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,292 Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 35,000 | $50.74 | $1,775,900.00 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,028 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 34,400 | $41.29 | $1,420,376.00 |
DisclosureSEC source: 0000109563-21-000047 · wf-form4_162033408855431.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,028 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 |
| November 16, 2020 Filed Nov 18, 2020 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 27,600 | $0.00 Strike: $32.30 | $0.00 |
DisclosureSEC source: 0000109563-20-000104 · wf-form4_160573484369285.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 · 27,600 shares Expires 2021-10-25 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 |
| November 16, 2020 Filed Nov 18, 2020 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 30,000 | $0.00 Strike: $32.30 | $0.00 |
DisclosureSEC source: 0000109563-20-000104 · wf-form4_160573484369285.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2021-10-25 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 |
| November 16, 2020 Filed Nov 18, 2020 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 39,396 | $76.60 | $3,017,733.60 |
DisclosureSEC source: 0000109563-20-000104 · wf-form4_160573484369285.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,628 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 27,600 | $32.30 | $891,480.00 |
DisclosureSEC source: 0000109563-20-000104 · wf-form4_160573484369285.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,024 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 |
| November 16, 2020 Filed Nov 18, 2020 21:27 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 30,000 | $32.30 | $969,000.00 |
DisclosureSEC source: 0000109563-20-000104 · wf-form4_160573484369285.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,424 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 |
| November 10, 2020 Filed Nov 12, 2020 21:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 30,000 | $0.00 Strike: $32.30 | $0.00 |
DisclosureSEC source: 0000109563-20-000102 · wf-form4_160521798592130.xml · derivative · entry 4 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2021-10-25 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 |
| November 10, 2020 Filed Nov 12, 2020 21:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 20,976 | $71.85 | $1,507,125.60 |
DisclosureSEC source: 0000109563-20-000102 · wf-form4_160521798592130.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,424 Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 21:53 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 30,000 | $32.30 | $969,000.00 |
DisclosureSEC source: 0000109563-20-000102 · wf-form4_160521798592130.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,400 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 14, 2020 Filed Sep 16, 2020 16:28 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 4,704 | $24.66 | $116,000.64 |
DisclosureSEC source: 0001209191-20-050703 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,122 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 11, 2020 Filed Aug 13, 2020 19:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 40,800 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-20-000079 · wf-form4_159734805926878.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,800 Underlying: Common Stock · 40,800 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 19:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 10,015 | $69.05 | $691,535.75 |
DisclosureSEC source: 0000109563-20-000079 · wf-form4_159734805926878.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,400 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 19:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000079 · wf-form4_159734805926878.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,415 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 19:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 11,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000079 · wf-form4_159734805926878.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,915 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 20:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,975 | $68.67 | $204,293.25 |
DisclosureSEC source: 0000109563-20-000061 · wf-form4_159726565950666.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,823 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 04, 2020 Filed May 4, 2020 20:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | PurchaseCommon Stock | 2,100 | $47.73 | $100,233.00 |
DisclosureSEC source: 0000109563-20-000037 · wf-form4_158862290624948.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,798 Read SEC document |
| May 04, 2020 Filed May 4, 2020 20:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | PurchaseCommon Stock | 2,100 | $47.89 | $100,569.00 |
DisclosureSEC source: 0000109563-20-000037 · wf-form4_158862290624948.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,698 Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 15:12 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 6,200 | $18.71 | $116,002.00 |
DisclosureSEC source: 0001209191-19-050017 · doc4.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,418 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, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 59,900 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-19-000089 · wf-form4_156588097284324.xml · derivative · entry 5 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,900 Underlying: Common Stock · 59,900 shares Expires 2029-08-13 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, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 14,369 | $53.87 | $774,058.03 |
DisclosureSEC source: 0000109563-19-000089 · wf-form4_156588097284324.xml · nonDerivative · entry 3 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,598 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000089 · wf-form4_156588097284324.xml · nonDerivative · entry 2 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,967 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 14:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 23,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000089 · wf-form4_156588097284324.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,967 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 |
| August 11, 2019 Filed Aug 12, 2019 19:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,218 | $55.34 | $178,084.12 |
DisclosureSEC source: 0000109563-19-000067 · wf-form4_156563945745952.xml · nonDerivative · entry 1 Schrimsher Neil A · CIK 0001431804 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,648 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.