Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | VP-Chief HR Officer | 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 | 19,992 |
Ending reported balance
After 2026-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 458 · Balance 19,326 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 1,294 · Balance 20,620 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 628 · Balance 19,992 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 | 1,514 |
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 1,514 · Balance 1,514 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,514 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001615457-26-000004 · wk-form4_1786652151.xml · derivative · entry 4 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 1,514 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 628 | $352.35 | $221,275.80 |
DisclosureSEC source: 0001615457-26-000004 · wk-form4_1786652151.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,992 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001615457-26-000004 · wk-form4_1786652151.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,620 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 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001615457-26-000004 · wk-form4_1786652151.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,326 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 20:22 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 405 | $359.90 | $145,759.50 |
DisclosureSEC source: 0001615457-26-000002 · wk-form4_1786479751.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,868 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 20:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 8,523 | $267.06 | $2,276,152.38 |
DisclosureSEC source: 0000109563-25-000089 · wk-form4_1756153074.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,273 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $267.00 to $267.38, inclusive. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 12,100 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0000109563-25-000083 · wk-form4_1755896178.xml · derivative · entry 4 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,100 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 |
| August 20, 2025 Filed Aug 22, 2025 20:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,480 | $262.46 | $1,175,820.80 |
DisclosureSEC source: 0000109563-25-000083 · wk-form4_1755896178.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,796 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 12,100 | $48.19 | $583,099.00 |
DisclosureSEC source: 0000109563-25-000083 · wk-form4_1755896178.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,276 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 |
| August 12, 2025 Filed Aug 14, 2025 20:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,825 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000073 · wk-form4_1755203971.xml · derivative · entry 5 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,825 Underlying: Common Stock · 1,825 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 20:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,207 | $270.68 | $326,710.76 |
DisclosureSEC source: 0000109563-25-000073 · wk-form4_1755203971.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,176 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 20:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000073 · wk-form4_1755203971.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,383 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 20:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000073 · wk-form4_1755203971.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,543 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 20:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 365 | $263.13 | $96,042.45 |
DisclosureSEC source: 0000109563-25-000057 · wk-form4_1755030043.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,950 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 23:25 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,858 | $203.10 | $986,659.80 |
DisclosureSEC source: 0000109563-24-000087 · wk-form4_1725487857.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,315 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.07 to $203.37, inclusive. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 11,000 | $0.00 Strike: $38.36 | $0.00 |
DisclosureSEC source: 0000109563-24-000084 · wk-form4_1724792218.xml · derivative · entry 5 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,000 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 |
| August 23, 2024 Filed Aug 27, 2024 20:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 6,142 | $207.95 | $1,277,228.90 |
DisclosureSEC source: 0000109563-24-000084 · wk-form4_1724792218.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,173 F2 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 20:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 11,000 | $38.36 | $421,960.00 |
DisclosureSEC source: 0000109563-24-000084 · wk-form4_1724792218.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,315 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 |
| August 23, 2024 Filed Aug 27, 2024 20:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,366 | $209.02 | $703,561.32 |
DisclosureSEC source: 0000109563-24-000084 · wk-form4_1724792218.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,315 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.38 to $209.19, inclusive. Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 2,324 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000075 · wk-form4_1723755172.xml · derivative · entry 5 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,324 Underlying: Common Stock · 2,324 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 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,300 | $197.43 | $454,089.00 |
DisclosureSEC source: 0000109563-24-000075 · wk-form4_1723755172.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,681 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 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000075 · wk-form4_1723755172.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,981 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 20:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000075 · wk-form4_1723755172.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,428 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 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 551 | $197.00 | $108,547.00 |
DisclosureSEC source: 0000109563-24-000051 · wk-form4_1723582273.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,718 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 22:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 5,470 | $164.50 | $899,787.65 |
DisclosureSEC source: 0000109563-23-000109 · wk-form4_1700085597.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,269 Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 871 | $152.60 | $132,914.60 |
DisclosureSEC source: 0000109563-23-000083 · wf-form4_169204788835744.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,739 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 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 2,849 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000072 · wf-form4_169170215038713.xml · derivative · entry 5 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,849 Underlying: Common Stock · 2,849 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 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,759 | $142.92 | $537,236.28 |
DisclosureSEC source: 0000109563-23-000072 · wf-form4_169170215038713.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,610 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 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000072 · wf-form4_169170215038713.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,369 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 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000072 · wf-form4_169170215038713.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,540 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 25, 2022 Filed Aug 29, 2022 18:34 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 7,146 | $112.66 | $805,068.36 |
DisclosureSEC source: 0000109563-22-000118 · wf-form4_166179803032322.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,632 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.54 to $112.82, inclusive. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 6,400 | $49.04 Strike: $49.04 | $313,856.00 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · derivative · entry 7 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,400 shares Expires 2024-08-13 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 |
| August 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 13,500 | $49.04 Strike: $49.04 | $662,040.00 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · derivative · entry 6 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 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. 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 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,398 | $116.16 | $510,871.68 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · nonDerivative · entry 4 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,778 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 6,400 | $49.04 | $313,856.00 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,176 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 |
| August 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 9,276 | $116.16 | $1,077,500.16 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,776 F1 · shares: Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 13,500 | $49.04 | $662,040.00 |
DisclosureSEC source: 0000109563-22-000114 · wf-form4_166085372670401.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,052 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 |
| August 13, 2022 Filed Aug 16, 2022 12:38 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 780 | $113.43 | $88,475.40 |
DisclosureSEC source: 0000109563-22-000106 · wf-form4_166065350072264.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,552 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,300 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000079 · wf-form4_166023651230575.xml · derivative · entry 5 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300 Underlying: Common Stock · 3,300 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 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,607 | $103.92 | $166,999.44 |
DisclosureSEC source: 0000109563-22-000079 · wf-form4_166023651230575.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,332 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 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,929 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000079 · wf-form4_166023651230575.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,939 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 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000079 · wf-form4_166023651230575.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,010 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 |
| November 12, 2021 Filed Nov 12, 2021 22:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,800 | $104.67 | $711,756.00 |
DisclosureSEC source: 0000109563-21-000103 · wf-form4_163675497800453.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,810 Read SEC document |
| August 10, 2021 Filed Aug 11, 2021 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,600 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000066 · wf-form4_162871586638130.xml · derivative · entry 6 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 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 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 209 | $88.79 | $18,557.11 |
DisclosureSEC source: 0000109563-21-000066 · wf-form4_162871586638130.xml · nonDerivative · entry 4 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,610 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 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,689 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000066 · wf-form4_162871586638130.xml · nonDerivative · entry 3 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,819 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 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000066 · wf-form4_162871586638130.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,130 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 21:04 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 395 | $86.00 | $33,970.00 |
DisclosureSEC source: 0000109563-21-000066 · wf-form4_162871586638130.xml · nonDerivative · entry 1 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,930 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 22:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 10,000 | $49.04 Strike: $49.04 | $490,400.00 |
DisclosureSEC source: 0000109563-20-000098 · wf-form4_160504754441226.xml · derivative · entry 4 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 10,000 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 |
| November 09, 2020 Filed Nov 10, 2020 22:32 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 8,381 | $69.69 | $584,071.89 |
DisclosureSEC source: 0000109563-20-000098 · wf-form4_160504754441226.xml · nonDerivative · entry 2 Loring Kurt W. · CIK 0001615457 · VP-Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,325 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.