Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | June 18, 2026 | June 22, 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 June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,951 |
Reported balance
After 2026-06-18 transaction · row 1
1 source rowRow 1 · 2026-06-18 · Sale · Disposed 3,845 · Balance 4,951 F1: On February 26, 2026, the reporting person provided her irrevocable consent to contribute at a later date 3,845 shares of Applied common stock to an exchange fund in exchange for shares of the exchange fund. The exchange fund transaction closed on June 18, 2026, Applied common stock was valued at $329.89 per share, and the reporting person's shares were contributed on that date consistent with the exchange fund's offering memorandum. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 26, 2026, the reporting person provided her irrevocable consent to contribute at a later date 3,845 shares of Applied common stock to an exchange fund in exchange for shares of the exchange fund. The exchange fund transaction closed on June 18, 2026, Applied common stock was valued at $329.89 per share, and the reporting person's shares were contributed on that date consistent with the exchange fund's offering memorandum.
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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 22, 2026 20:11 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,845 | $329.89 | $1,268,427.05 |
DisclosureSEC source: 0001426482-26-000004 · wk-form4_1782159082.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,951 F1 · kind: On February 26, 2026, the reporting person provided her irrevocable consent to contribute at a later date 3,845 shares of Applied common stock to an exchange fund in exchange for shares of the exchange fund. The exchange fund transaction closed on June 18, 2026, Applied common stock was valued at $329.89 per share, and the reporting person's shares were contributed on that date consistent with the exchange fund's offering memorandum. Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 21:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001426482-26-000002 · wk-form4_1769029748.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,796 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 |
| January 23, 2025 Filed Jan 27, 2025 21:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 562 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-25-000007 · wk-form4_1738012526.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,224 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 |
| January 23, 2024 Filed Jan 25, 2024 22:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000018 · wk-form4_1706220946.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,662 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 |
| January 24, 2023 Filed Jan 26, 2023 14:41 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000006 · wf-form4_167474405459396.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| January 25, 2022 Filed Jan 26, 2022 20:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000020 · wf-form4_164322793583401.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,768 F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 18:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000010 · wf-form4_161177352902234.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| January 21, 2020 Filed Jan 22, 2020 16:06 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000013 · wf-form4_157970914710653.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 F1 · shares: Shares of restricted stock granted under the 2019 Long-Term Performance Plan that vest one year from the date of the grant. Read SEC document |
| August 13, 2019 Filed Aug 13, 2019 20:30 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 982 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000079 · wf-form4_156572819726506.xml · nonDerivative · entry 1 Andrews Madhuri A · CIK 0001426482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. 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.