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 08, 2018 Filed Aug 9, 2018 15:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Appreciation Rights · Derivative | 2,350 | $0.00 Strike: $29.41 | $0.00 |
DisclosureSEC source: 0000109563-18-000095 · wf-form4_153382918142391.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 · 2,350 shares Expires 2018-08-08 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 08, 2018 Filed Aug 9, 2018 15:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,572 | $74.50 | $117,114.00 |
DisclosureSEC source: 0000109563-18-000095 · wf-form4_153382918142391.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: 13,190 Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 15:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,350 | $29.41 | $69,113.50 |
DisclosureSEC source: 0000109563-18-000095 · wf-form4_153382918142391.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: 14,762 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, 2017 Filed Aug 14, 2017 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 576 | $55.45 | $31,939.20 |
DisclosureSEC source: 0000109563-17-000121 · wf-form4_150272780218495.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: 12,412 F3 · shares: Shares withheld by Registrant to satisfy tax withholding obligations on vesting of restricted stock units. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantStock Appreciation Rights · Derivative | 6,200 | $0.00 Strike: $54.90 | $0.00 |
DisclosureSEC source: 0000109563-17-000121 · wf-form4_150272780218495.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: 6,200 Underlying: Common Stock · 6,200 shares Expires 2027-08-10 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 10, 2017 Filed Aug 14, 2017 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000121 · wf-form4_150272780218495.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: 12,988 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 10, 2017 Filed Aug 14, 2017 16:23 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,813 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000121 · wf-form4_150272780218495.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: 11,888 F1 · shares: Performance shares "banked" as a result of 2017 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock. Read SEC document |
| December 28, 2015 Filed Jan 3, 2017 19:56 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000014 · wf-form4_148347338368228.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: 10,075 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.