Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | 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 | 234 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 234 · Balance 234 F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATTERSON COMPANIES, INC.
Report date April 17, 2025 · Filed April 17, 2025
Section 16 reporting ended · disclosed 2025-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-17 transaction · row 1
1 source rowRow 1 · 2025-04-17 · Disposition to issuer · Disposed 7,820 · Balance 0 F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below).
F2: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 13, 2026 20:44 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0002011100-26-000006 · wk-form4_1786653839.xml · nonDerivative · entry 1 TOMCZIK PAMELA J · CIK 0002011100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234 F1 · shares: Shares of restricted stock granted under the 2023 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| April 17, 2025 Filed Apr 17, 2025 14:15 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | Disposition to issuerCommon Stock | 7,820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-055222 · ownership.xml · nonDerivative · entry 1 TOMCZIK PAMELA J · CIK 0002011100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes an aggregate of 7,820 restricted stock units awarded to Non-Employee Directors as an annual grant in 2024 pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan and held by the Reporting Person immediately prior to the closing of the Merger (defined below). F2 · shares: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. F2 · price: Reflects the disposition of shares of common stock, par value $0.01 ("Shares"), of Patterson Companies, Inc. ("Patterson"), in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated as of December 10, 2024 (the "Merger Agreement"), by and among Patterson, Paradigm Parent, LLC, a Delaware limited liability company ("Parent"), and Paradigm Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Parent ("Merger Sub"). On April 17, 2025, upon the closing of the merger of Merger Sub with and into Patterson (the "Merger") contemplated by the Merger Agreement, each outstanding Share was cancelled and automatically converted into the right to receive $31.35 in cash, without interest, and minus any applicable withholding taxes. For purposes of Rule 16b-3 of the Exchange Act, Patterson's Board of Directors approved the disposition of all equity securities by the Reporting Person in connection with the merger. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 14:10 UTC | PATTERSON COMPANIES, INC. PDCO · Entity 80730 | GrantCommon Stock | 7,820 | $21.74 | $170,006.80 |
DisclosureSEC source: 0000950170-24-107721 · ownership.xml · nonDerivative · entry 1 TOMCZIK PAMELA J · CIK 0002011100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,820 F1 · kind: Shares of Restricted Stock awarded to Non-Employee Directors as an Annual Grant pursuant to the Patterson Companies, Inc. Amended and Restated 2015 Omnibus Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.