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 15, 2022 Filed Aug 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 4,630 | $113.37 | $524,903.10 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.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: 53,203 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 15, 2022 Filed Aug 17, 2022 21:33 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 6,525 | $53.87 | $351,501.75 |
DisclosureSEC source: 0000109563-22-000112 · wf-form4_166077198294491.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: 57,833 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 12:40 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 715 | $113.43 | $81,102.45 |
DisclosureSEC source: 0000109563-22-000108 · wf-form4_166065363956249.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: 51,308 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 16:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,100 | $0.00 Strike: $103.92 | $0.00 |
DisclosureSEC source: 0000109563-22-000077 · wf-form4_166023638426984.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 Underlying: Common Stock · 3,100 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 16:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,478 | $103.92 | $153,593.76 |
DisclosureSEC source: 0000109563-22-000077 · wf-form4_166023638426984.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: 52,023 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 16:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 5,583 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000077 · wf-form4_166023638426984.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: 53,501 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 16:46 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000077 · wf-form4_166023638426984.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: 47,918 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, 2021 Filed Aug 11, 2021 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 3,400 | $0.00 Strike: $88.79 | $0.00 |
DisclosureSEC source: 0000109563-21-000076 · wf-form4_162871680019549.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: 3,400 Underlying: Common Stock · 3,400 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 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 273 | $88.79 | $24,239.67 |
DisclosureSEC source: 0000109563-21-000076 · wf-form4_162871680019549.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: 46,818 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 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,502 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000076 · wf-form4_162871680019549.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: 47,091 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 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000076 · wf-form4_162871680019549.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: 43,589 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 21:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 493 | $86.00 | $42,398.00 |
DisclosureSEC source: 0000109563-21-000076 · wf-form4_162871680019549.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: 42,389 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 8,800 | $0.00 Strike: $48.19 | $0.00 |
DisclosureSEC source: 0000109563-21-000043 · wf-form4_162033365773978.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: 0 Underlying: Common Stock · 8,800 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, 2021 Filed May 6, 2021 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 9,300 | $0.00 Strike: $49.04 | $0.00 |
DisclosureSEC source: 0000109563-21-000043 · wf-form4_162033365773978.xml · derivative · entry 5 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 · 9,300 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. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 11,885 | $101.19 | $1,202,643.15 |
DisclosureSEC source: 0000109563-21-000043 · wf-form4_162033365773978.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: 42,882 Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 8,800 | $48.19 | $424,072.00 |
DisclosureSEC source: 0000109563-21-000043 · wf-form4_162033365773978.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: 54,767 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 20:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 9,300 | $49.04 | $456,072.00 |
DisclosureSEC source: 0000109563-21-000043 · wf-form4_162033365773978.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: 45,967 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 24, 2021 Filed Feb 25, 2021 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 8,200 | $0.00 Strike: $50.74 | $0.00 |
DisclosureSEC source: 0000109563-21-000030 · wf-form4_161428450628450.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: 0 Underlying: Common Stock · 8,200 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. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 5,781 | $88.69 | $512,716.89 |
DisclosureSEC source: 0000109563-21-000030 · wf-form4_161428450628450.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: 36,667 Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 20:21 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 8,200 | $50.74 | $416,068.00 |
DisclosureSEC source: 0000109563-21-000030 · wf-form4_161428450628450.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: 42,448 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 |
| December 21, 2020 Filed Jan 5, 2021 17:14 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 884 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000006 · wf-form4_160986686513105.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: 34,248 Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 18:59 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000116 · wf-form4_160684918506124.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: 35,132 Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 7,100 | $0.00 Strike: $38.36 | $0.00 |
DisclosureSEC source: 0000109563-20-000110 · wf-form4_160616619107923.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: 0 Underlying: Common Stock · 7,100 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 20, 2020 Filed Nov 23, 2020 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 12,200 | $0.00 Strike: $41.29 | $0.00 |
DisclosureSEC source: 0000109563-20-000110 · wf-form4_160616619107923.xml · derivative · entry 5 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 · 12,200 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. Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 14,200 | $76.64 | $1,088,288.00 |
DisclosureSEC source: 0000109563-20-000110 · wf-form4_160616619107923.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: 35,192 Read SEC document |
| November 20, 2020 Filed Nov 23, 2020 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 7,100 | $38.36 | $272,356.00 |
DisclosureSEC source: 0000109563-20-000110 · wf-form4_160616619107923.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: 49,392 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 20, 2020 Filed Nov 23, 2020 21:16 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 12,200 | $41.29 | $503,738.00 |
DisclosureSEC source: 0000109563-20-000110 · wf-form4_160616619107923.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: 42,292 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, 2020 Filed Aug 13, 2020 19:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 5,900 | $0.00 Strike: $69.05 | $0.00 |
DisclosureSEC source: 0000109563-20-000080 · wf-form4_159734818793807.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,900 Underlying: Common Stock · 5,900 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 19:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 762 | $69.05 | $52,616.10 |
DisclosureSEC source: 0000109563-20-000080 · wf-form4_159734818793807.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: 30,092 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 19:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000080 · wf-form4_159734818793807.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: 30,854 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 19:50 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000080 · wf-form4_159734818793807.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: 29,054 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 20:49 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 328 | $68.67 | $22,523.76 |
DisclosureSEC source: 0000109563-20-000059 · wf-form4_159726532789747.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: 27,749 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 9,500 | $29.27 Strike: $29.27 | $278,065.00 |
DisclosureSEC source: 0000109563-20-000027 · wf-form4_158161249906690.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: 0 Underlying: Common Stock · 9,500 shares Expires 2020-09-03 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 11, 2020 Filed Feb 13, 2020 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 8,400 | $26.96 Strike: $26.96 | $226,464.00 |
DisclosureSEC source: 0000109563-20-000027 · wf-form4_158161249906690.xml · derivative · entry 5 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 · 8,400 shares Expires 2021-08-09 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 |
| February 11, 2020 Filed Feb 13, 2020 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 10,525 | $69.03 | $726,540.75 |
DisclosureSEC source: 0000109563-20-000027 · wf-form4_158161249906690.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: 28,077 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 9,500 | $29.27 | $278,065.00 |
DisclosureSEC source: 0000109563-20-000027 · wf-form4_158161249906690.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: 38,602 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 11, 2020 Filed Feb 13, 2020 16:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 8,400 | $26.96 | $226,464.00 |
DisclosureSEC source: 0000109563-20-000027 · wf-form4_158161249906690.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: 29,102 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 10, 2019 Filed Sep 12, 2019 11:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 3,475 | $0.00 Strike: $21.11 | $0.00 |
DisclosureSEC source: 0000109563-19-000099 · wf-form4_156828926670989.xml · derivative · entry 3 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 · 3,475 shares Expires 2019-09-10 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 |
| September 10, 2019 Filed Sep 12, 2019 11:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,960 | $55.65 | $109,074.00 |
DisclosureSEC source: 0000109563-19-000099 · wf-form4_156828926670989.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: 20,702 Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 11:54 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 3,475 | $21.11 | $73,357.25 |
DisclosureSEC source: 0000109563-19-000099 · wf-form4_156828926670989.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: 22,662 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, 2019 Filed Aug 15, 2019 14:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 8,700 | $0.00 Strike: $53.87 | $0.00 |
DisclosureSEC source: 0000109563-19-000092 · wf-form4_156588104350023.xml · derivative · entry 5 Hoffner Warren E III · CIK 0001657120 · VP, General Mgr-Fluid Power 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,700 Underlying: Common Stock · 8,700 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 14:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,256 | $53.87 | $67,660.72 |
DisclosureSEC source: 0000109563-19-000092 · wf-form4_156588104350023.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: 19,187 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 14:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000092 · wf-form4_156588104350023.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: 20,443 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 14:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 2,838 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000092 · wf-form4_156588104350023.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: 18,843 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 | 387 | $55.34 | $21,416.58 |
DisclosureSEC source: 0000109563-19-000068 · wf-form4_156563947770255.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: 16,005 F1 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 5,400 | $0.00 Strike: $74.55 | $0.00 |
DisclosureSEC source: 0000109563-18-000109 · wf-form4_153418601694270.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: 5,400 Underlying: Common Stock · 5,400 shares Expires 2028-08-09 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 09, 2018 Filed Aug 13, 2018 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 589 | $72.20 | $42,525.80 |
DisclosureSEC source: 0000109563-18-000109 · wf-form4_153418601694270.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: 16,392 F4 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 864 | $74.55 | $64,411.20 |
DisclosureSEC source: 0000109563-18-000109 · wf-form4_153418601694270.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: 16,981 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000109 · wf-form4_153418601694270.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: 17,845 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, 2018 Filed Aug 13, 2018 18:47 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 3,555 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000109 · wf-form4_153418601694270.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: 16,745 F1 · shares: Performance shares "banked" as a result of 2018 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.