Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | VP, General Mgr-Fluid Power | 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 | 41,775 |
Ending reported balance
After 2026-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-11 · Grant · Acquired 394 · Balance 40,938 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 1,157 · Balance 42,095 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 320 · Balance 41,775 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 | 1,305 |
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 1,305 · Balance 1,305 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 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,305 | $0.00 Strike: $352.35 | $0.00 |
DisclosureSEC source: 0001657120-26-000010 · wk-form4_1786652259.xml · derivative · entry 4 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,305 Underlying: Common Stock · 1,305 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 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 320 | $352.35 | $112,752.00 |
DisclosureSEC source: 0001657120-26-000010 · wk-form4_1786652259.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,775 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 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001657120-26-000010 · wk-form4_1786652259.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,095 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 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001657120-26-000010 · wk-form4_1786652259.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,938 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 20:24 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 207 | $359.90 | $74,499.30 |
DisclosureSEC source: 0001657120-26-000008 · wk-form4_1786479853.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,544 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,000 | $305.72 | $1,222,880.00 |
DisclosureSEC source: 0001657120-26-000006 · wk-form4_1778098509.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,751 Read SEC document |
| May 05, 2026 Filed May 6, 2026 20:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,000 | $306.35 | $1,225,400.00 |
DisclosureSEC source: 0001657120-26-000006 · wk-form4_1778098509.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,751 Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,000 | $292.64 | $1,170,560.00 |
DisclosureSEC source: 0001657120-26-000004 · wk-form4_1770757781.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,751 Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 21:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,000 | $288.62 | $1,154,480.00 |
DisclosureSEC source: 0001657120-26-000002 · wk-form4_1770412871.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,751 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $288.3595 to $288.70, inclusive. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 1,582 | $0.00 Strike: $270.68 | $0.00 |
DisclosureSEC source: 0000109563-25-000067 · wk-form4_1755203409.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582 Underlying: Common Stock · 1,582 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 927 | $270.68 | $250,920.36 |
DisclosureSEC source: 0000109563-25-000067 · wk-form4_1755203409.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,751 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000067 · wk-form4_1755203409.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,678 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 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000067 · wk-form4_1755203409.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,956 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 20:17 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 268 | $263.13 | $70,518.84 |
DisclosureSEC source: 0000109563-25-000055 · wk-form4_1755029819.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,441 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 21:13 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,000 | $281.64 | $1,126,560.00 |
DisclosureSEC source: 0000109563-24-000112 · wk-form4_1733173977.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,709 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $$281.13 to $$282.00, inclusive. The price reported reflects the weighted average sale price. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 23:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 850 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-24-000088 · wk-form4_1725488328.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 850 Underlying: Common Stock · 850 shares Expires 2031-08-10 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 |
| August 30, 2024 Filed Sep 4, 2024 23:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 1,475 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-24-000088 · wk-form4_1725488328.xml · derivative · entry 4 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,475 shares Expires 2030-08-11 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 30, 2024 Filed Sep 4, 2024 23:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,440 | $205.12 | $295,372.80 |
DisclosureSEC source: 0000109563-24-000088 · wk-form4_1725488328.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,709 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 30, 2024 Filed Sep 4, 2024 23:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 850 | $88.79 | $75,471.50 |
DisclosureSEC source: 0000109563-24-000088 · wk-form4_1725488328.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,149 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 30, 2024 Filed Sep 4, 2024 23:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,475 | $69.05 | $101,848.75 |
DisclosureSEC source: 0000109563-24-000088 · wk-form4_1725488328.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,299 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, 2024 Filed Aug 15, 2024 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 2,070 | $0.00 Strike: $197.43 | $0.00 |
DisclosureSEC source: 0000109563-24-000073 · wk-form4_1723755056.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,070 Underlying: Common Stock · 2,070 shares Expires 2034-08-13 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 13, 2024 Filed Aug 15, 2024 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,823 | $197.43 | $359,914.89 |
DisclosureSEC source: 0000109563-24-000073 · wk-form4_1723755056.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,824 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 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000073 · wk-form4_1723755056.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,647 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 20:51 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 632 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000073 · wk-form4_1723755056.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,314 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 20:45 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 473 | $197.00 | $93,181.00 |
DisclosureSEC source: 0000109563-24-000049 · wk-form4_1723581912.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,682 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 21:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,000 | $182.34 | $364,680.00 |
DisclosureSEC source: 0000109563-24-000026 · wk-form4_1707170316.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,155 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.2206 to $182.448, inclusive. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 1,700 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-24-000026 · wk-form4_1707170316.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires 2031-08-10 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 01, 2024 Filed Feb 5, 2024 21:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,249 | $182.10 | $227,442.90 |
DisclosureSEC source: 0000109563-24-000026 · wk-form4_1707170316.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,155 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 01, 2024 Filed Feb 5, 2024 21:58 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,700 | $88.79 | $150,943.00 |
DisclosureSEC source: 0000109563-24-000026 · wk-form4_1707170316.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,404 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 17, 2023 Filed Nov 20, 2023 20:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 2,000 | $163.00 | $326,000.00 |
DisclosureSEC source: 0000109563-23-000111 · wk-form4_1700511793.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,704 Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 1,475 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-23-000093 · wf-form4_169351657747832.xml · derivative · entry 4 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,475 Underlying: Common Stock · 1,475 shares Expires 2030-08-11 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 30, 2023 Filed Aug 31, 2023 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,021 | $154.58 | $157,826.18 |
DisclosureSEC source: 0000109563-23-000093 · wf-form4_169351657747832.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,704 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 30, 2023 Filed Aug 31, 2023 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,475 | $69.05 | $101,848.75 |
DisclosureSEC source: 0000109563-23-000093 · wf-form4_169351657747832.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,725 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 24, 2023 Filed Aug 25, 2023 20:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 2,175 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-23-000087 · wf-form4_169299713715665.xml · derivative · entry 6 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,175 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 |
| August 24, 2023 Filed Aug 25, 2023 20:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 5,400 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-23-000087 · wf-form4_169299713715665.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,400 shares Expires 2028-08-09 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. Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 20:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,249 | $152.00 | $797,848.00 |
DisclosureSEC source: 0000109563-23-000087 · wf-form4_169299713715665.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,250 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 24, 2023 Filed Aug 25, 2023 20:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,175 | $53.87 | $117,167.25 |
DisclosureSEC source: 0000109563-23-000087 · wf-form4_169299713715665.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,499 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 24, 2023 Filed Aug 25, 2023 20:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 5,400 | $74.55 | $402,570.00 |
DisclosureSEC source: 0000109563-23-000087 · wf-form4_169299713715665.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,324 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 11, 2023 Filed Aug 14, 2023 21:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 798 | $152.60 | $121,774.80 |
DisclosureSEC source: 0000109563-23-000077 · wf-form4_169204748082825.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,924 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 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock · Derivative | 2,662 | $0.00 Strike: $142.92 | $0.00 |
DisclosureSEC source: 0000109563-23-000070 · wf-form4_169170195583081.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,662 Underlying: Common Stock · 2,662 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 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 3,456 | $142.92 | $493,931.52 |
DisclosureSEC source: 0000109563-23-000070 · wf-form4_169170195583081.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,722 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 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,507 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000070 · wf-form4_169170195583081.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,178 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 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000070 · wf-form4_169170195583081.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,671 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 |
| February 14, 2023 Filed Feb 16, 2023 19:37 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 2,950 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-23-000027 · wf-form4_167657620440593.xml · derivative · entry 4 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,950 Underlying: Common Stock · 2,950 shares Expires 2030-08-11 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 |
| February 14, 2023 Filed Feb 16, 2023 19:37 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 2,139 | $142.29 | $304,358.31 |
DisclosureSEC source: 0000109563-23-000027 · wf-form4_167657620440593.xml · nonDerivative · entry 2 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,823 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 14, 2023 Filed Feb 16, 2023 19:37 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,950 | $69.05 | $203,697.50 |
DisclosureSEC source: 0000109563-23-000027 · wf-form4_167657620440593.xml · nonDerivative · entry 1 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,962 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 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 6,200 | $54.90 Strike: $54.90 | $340,380.00 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.xml · derivative · entry 7 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,200 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 |
| August 16, 2022 Filed Aug 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,391 | $116.16 | $510,058.56 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.xml · nonDerivative · entry 4 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,012 F1 · shares: Shares withheld by Registrant to cover the cost of the exercising stock appreciation rights and to satisfy tax withholding obligations. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 6,200 | $54.90 | $340,380.00 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.xml · nonDerivative · entry 3 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,403 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 15, 2022 Filed Aug 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 6,525 | $53.87 Strike: $53.87 | $351,501.75 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.xml · derivative · entry 6 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Underlying: Common Stock · 6,525 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.