Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 23, 2024 | January 25, 2024 |
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 January 23, 2024 · Filed January 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,985 |
Reported balance
After 2024-01-23 transaction · row 1
1 source rowRow 1 · 2024-01-23 · Grant · Acquired 850 · Balance 25,985 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.
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 |
|---|---|---|---|---|---|---|
| January 23, 2024 Filed Jan 25, 2024 21:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-24-000008 · wk-form4_1706219280.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,985 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 14:48 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-23-000012 · wf-form4_167474449663377.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,135 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 20:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-22-000012 · wf-form4_164322719368447.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,091 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 19:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-21-000022 · wf-form4_161177472663111.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,823 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 16:09 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-20-000019 · wf-form4_157970936053170.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,186 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 22, 2019 Filed Jan 23, 2019 21:12 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-19-000028 · wf-form4_154827791073800.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,305 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 |
| January 23, 2018 Filed Jan 25, 2018 18:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000031 · wf-form4_151690409513763.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,430 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,114 | $0.00 Strike: $40.65 | $0.00 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · derivative · entry 9 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,114 shares Expires 2025-01-28 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,290 | $0.00 Strike: $46.72 | $0.00 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · derivative · entry 8 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,290 shares Expires 2024-01-28 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,641 | $0.00 Strike: $43.84 | $0.00 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · derivative · entry 7 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,641 shares Expires 2023-01-29 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,465 | $0.00 Strike: $36.54 | $0.00 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · derivative · entry 6 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,465 shares Expires 2022-07-23 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 6,553 | $61.50 | $403,009.50 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · nonDerivative · entry 5 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,890 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 3,114 | $40.65 | $126,584.10 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · nonDerivative · entry 4 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,443 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,290 | $46.72 | $106,988.80 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · nonDerivative · entry 3 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,329 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,641 | $43.84 | $115,781.44 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · nonDerivative · entry 2 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,039 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 |
| January 30, 2017 Filed Jan 31, 2017 21:28 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,465 | $36.54 | $53,531.10 |
DisclosureSEC source: 0000109563-17-000042 · wf-form4_148589807055052.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,398 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 |
| January 24, 2017 Filed Jan 25, 2017 18:18 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000030 · wf-form4_148536831444742.xml · nonDerivative · entry 1 KOMNENOVICH DAN · CIK 0001073132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,933 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.