AG真人官方

STOCK TITAN
  1. Home
  2. Sec-filings
  3. AIT
  4. [Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Warren E. Hoffner III, Vice President and General Manager鈥擣luid Power at Applied Industrial Technologies, reported multiple equity awards and a withholding transaction on 08/12/2025. The Form 4 shows 515 restricted stock units granted (vesting in three years) and 1,722 performance shares banked from 2025 performance (vesting at the end of a three-year program), both to be settled in Applied common stock. The filing also reports 927 shares withheld to satisfy tax withholding on vested performance shares at a price of $270.68, leaving beneficial ownership counts shown as 56,751 shares after the transactions. The report also records 1,582 stock appreciation rights granted on 08/12/2025 exercisable in annual 25% increments beginning 08/12/2026 and expiring 08/12/2035, and an indirect interest of 452.234 shares through a Retirement Savings Plan. The form was signed by a POA on 08/14/2025.

Warren E. Hoffner III, Vice President e General Manager鈥擣luid Power di Applied Industrial Technologies, ha comunicato pi霉 attribuzioni azionarie e una transazione di ritenuta fiscale il 12/08/2025. Il Form 4 indica la concessione di 515 unit脿 di azioni vincolate (con vesting in tre anni) e 1.722 azioni a prestazione accantonate per le performance 2025 (con vesting alla conclusione di un programma triennale), entrambe da liquidare in azioni ordinarie Applied. La comunicazione riporta inoltre la trattenuta di 927 azioni a copertura delle imposte sulle azioni a prestazione maturate al prezzo di $270,68, lasciando la titolarit脿 beneficiaria mostrata a 56.751 azioni dopo le operazioni. Il report registra anche la concessione di 1.582 diritti di apprezzamento azionario il 12/08/2025 esercitabili in incrementi annuali del 25% a partire dal 12/08/2026 e con scadenza il 12/08/2035, e un interesse indiretto di 452,234 azioni tramite un Piano di Risparmio Pensionistico. Il modulo 猫 stato firmato da un POA il 14/08/2025.

Warren E. Hoffner III, vicepresidente y gerente general鈥擣luid Power en Applied Industrial Technologies, inform贸 m煤ltiples adjudicaciones de acciones y una transacci贸n de retenci贸n el 12/08/2025. El Formulario 4 muestra la concesi贸n de 515 unidades restringidas de acciones (con consolidaci贸n en tres a帽os) y 1.722 acciones por desempe帽o registradas por el desempe帽o de 2025 (con consolidaci贸n al final de un programa de tres a帽os), ambas a liquidar en acciones ordinarias de Applied. El informe tambi茅n se帽ala que se retuvieron 927 acciones para cubrir la retenci贸n fiscal sobre las acciones por desempe帽o ya consolidadas a un precio de $270.68, dejando la propiedad beneficiaria indicada en 56.751 acciones tras las operaciones. El reporte registra adem谩s la concesi贸n de 1.582 derechos de apreciaci贸n sobre acciones el 12/08/2025, ejercitables en incrementos anuales del 25% desde el 12/08/2026 y con vencimiento el 12/08/2035, y un inter茅s indirecto de 452,234 acciones a trav茅s de un Plan de Ahorro para el Retiro. El formulario fue firmado por un POA el 14/08/2025.

Warren E. Hoffner III, Applied Industrial Technologies鞚� Fluid Power 攵�氍� 攵�靷灔 瓴� 齑濌磩毵る媹鞝�電� 2025-08-12鞐� 雼れ垬鞚� 欤检嫕歆�旮夑臣 鞗愳矞歆曥垬 瓯半灅毳� 鞁犼碃頄堨姷雼堧嫟. Form 4鞐愲姅 515 鞝滍暅欤检嫕雼渼(RSU)臧� 攵�鞐悩鞐堦碃(3雲� 雮� 旆摑), 1,722 靹标臣欤�臧� 2025雲� 靹标臣搿� 鞝侂霅橃棃鞙茧┌(3雲� 頂勲攴鸽灗 膦呺 鞁� 旆摑), 霊� 瓯� 氇憪 Applied 氤错喌欤茧 鞝曥偘霅滊嫟瓿� 旮办灛霅橃柎 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 霕愴暅 靹标臣欤� 旆摑鞐� 雽�頃� 靹戈笀 鞗愳矞歆曥垬搿� 927欤茧ゼ 鞗愳矞歆曥垬頄堨溂氅� 臧�瓴╈潃 $270.68搿� 響滌嫓霅橃柎, 瓯半灅 鞚错泟 鞁れ唽鞙� 欤检嫕靾橂姅 56,751欤�搿� 雮姅雼り碃 旮办灛霅橃柎 鞛堨姷雼堧嫟. 氤搓碃靹滌棎電� 2025-08-12鞐� 1,582 鞀ろ啞 鞎彪Μ鞁滌棎鞚挫厴 霛检澊韸�(SAR)臧� 攵�鞐悩鞐堦碃 鞚措姅 2026-08-12攵�韯� 鞐瓣皠 25%鞌� 頄夓偓 臧�電ロ晿氅� 毵岆鞚检潃 2035-08-12鞛勳潉 旮半頃橁碃, 霕愴暅 韲挫鞝�於曣硠須嶌潉 韱淀暅 臧勳爲 歆�攵� 452.234欤�臧� 鞛堧姅 瓴冹溂搿� 雮橅儉雮姷雼堧嫟. 靹滊電� 2025-08-14鞐� POA(鞙勳瀯雽�毽澑)臧� 靹滊獏頄堨姷雼堧嫟.

Warren E. Hoffner III, Vice-pr茅sident et Directeur g茅n茅ral鈥擣luid Power chez Applied Industrial Technologies, a d茅clar茅 plusieurs attributions d'actions et une op茅ration de retenue le 12/08/2025. Le Formulaire 4 indique l'octroi de 515 unit茅s d'actions restreintes (acquisition sur trois ans) et de 1 722 actions de performance mises en r茅serve pour la performance 2025 (acquisition 脿 la fin d'un programme de trois ans), toutes deux 脿 r茅gler en actions ordinaires Applied. Le d茅p么t signale 茅galement la retenue de 927 actions pour couvrir l'imp么t sur les actions de performance acquises au prix de 270,68 $, laissant la propri茅t茅 b茅n茅ficiaire affich茅e 脿 56 751 actions apr猫s les op茅rations. Le rapport enregistre en outre l'attribution de 1 582 droits d'appr茅ciation d'actions le 12/08/2025, exer莽ables par tranches annuelles de 25 % 脿 partir du 12/08/2026 et expirant le 12/08/2035, ainsi qu'un int茅r锚t indirect de 452,234 actions via un Plan d'脡pargne Retraite. Le formulaire a 茅t茅 sign茅 par une POA le 14/08/2025.

Warren E. Hoffner III, Vice President und General Manager鈥擣luid Power bei Applied Industrial Technologies, meldete am 12.08.2025 mehrere Aktienzuteilungen und eine Steuerabzugs-Transaktion. Im Form 4 sind 515 Restricted Stock Units ausgewiesen (Vesting in drei Jahren) sowie 1.722 Performance-Aktien, die aus der Performance 2025 gebankt wurden (Vesting am Ende eines dreij盲hrigen Programms); beide werden in Applied-Stammaktien abgewickelt. Die Meldung berichtet ferner 眉ber 927 einbehaltene Aktien zur Begleichung der Steuerabz眉ge auf die vested Performance-Aktien zum Preis von $270,68, wodurch der wirtschaftliche Eigentumsbestand nach den Transaktionen mit 56.751 Aktien angegeben wird. Der Bericht verzeichnet au脽erdem die Gew盲hrung von 1.582 Stock Appreciation Rights am 12.08.2025, die ab dem 12.08.2026 in j盲hrlichen Schritten zu je 25% aus眉bbar sind und am 12.08.2035 verfallen, sowie ein indirektes Interesse von 452,234 Aktien 眉ber einen Ruhestands-Sparplan. Das Formular wurde am 14.08.2025 von einem POA unterschrieben.

Positive
  • Time-vested RSUs (515) that promote retention by vesting three years from grant
  • Performance shares (1,722) tied to a three-year performance cycle, aligning pay with long-term results
  • Stock appreciation rights (1,582) with long-term expirations (08/12/2035) create upside incentive
Negative
  • Shares withheld (927) to satisfy tax obligations reduced immediate reported beneficial ownership
  • No disclosure in this form of any sale for diversification or liquidity beyond tax withholding

Insights

TL;DR: Routine executive equity grants and tax-withholding; no unusual trading or large sale reported.

The filing documents time-based restricted stock units and performance-based shares awarded to an officer, plus share withholding to cover taxes on vested performance shares. The grants increase potential long-term alignment with shareholders because the restricted stock units vest in three years and performance shares vest at the end of a three-year performance period. The reported withholding of 927 shares at $270.68 reduces immediate beneficial ownership but is a standard practice to satisfy tax obligations. The 1,582 stock appreciation rights add long-duration upside tied to stock performance, exercisable beginning one year from grant in annual increments. Overall this is a routine equity-compensation disclosure without an indicated transfer of economic control.

TL;DR: Compensation-driven equity activity consistent with standard governance and executive incentive design.

The components disclosed鈥攖ime-vested restricted stock units, performance shares settled in common stock, tax-withholding via share retention, and long-dated stock appreciation rights鈥攁re common elements of executive pay programs intended to retain management and link pay to multi-year performance. The filing identifies the holder as an officer and shows both direct and indirect ownership (including 452.234 shares in a Retirement Savings Plan). There is no indication of sales for personal liquidity beyond tax withholding, and the transactions appear to follow plan mechanics documented in the company鈥檚 compensation program.

Warren E. Hoffner III, Vice President e General Manager鈥擣luid Power di Applied Industrial Technologies, ha comunicato pi霉 attribuzioni azionarie e una transazione di ritenuta fiscale il 12/08/2025. Il Form 4 indica la concessione di 515 unit脿 di azioni vincolate (con vesting in tre anni) e 1.722 azioni a prestazione accantonate per le performance 2025 (con vesting alla conclusione di un programma triennale), entrambe da liquidare in azioni ordinarie Applied. La comunicazione riporta inoltre la trattenuta di 927 azioni a copertura delle imposte sulle azioni a prestazione maturate al prezzo di $270,68, lasciando la titolarit脿 beneficiaria mostrata a 56.751 azioni dopo le operazioni. Il report registra anche la concessione di 1.582 diritti di apprezzamento azionario il 12/08/2025 esercitabili in incrementi annuali del 25% a partire dal 12/08/2026 e con scadenza il 12/08/2035, e un interesse indiretto di 452,234 azioni tramite un Piano di Risparmio Pensionistico. Il modulo 猫 stato firmato da un POA il 14/08/2025.

Warren E. Hoffner III, vicepresidente y gerente general鈥擣luid Power en Applied Industrial Technologies, inform贸 m煤ltiples adjudicaciones de acciones y una transacci贸n de retenci贸n el 12/08/2025. El Formulario 4 muestra la concesi贸n de 515 unidades restringidas de acciones (con consolidaci贸n en tres a帽os) y 1.722 acciones por desempe帽o registradas por el desempe帽o de 2025 (con consolidaci贸n al final de un programa de tres a帽os), ambas a liquidar en acciones ordinarias de Applied. El informe tambi茅n se帽ala que se retuvieron 927 acciones para cubrir la retenci贸n fiscal sobre las acciones por desempe帽o ya consolidadas a un precio de $270.68, dejando la propiedad beneficiaria indicada en 56.751 acciones tras las operaciones. El reporte registra adem谩s la concesi贸n de 1.582 derechos de apreciaci贸n sobre acciones el 12/08/2025, ejercitables en incrementos anuales del 25% desde el 12/08/2026 y con vencimiento el 12/08/2035, y un inter茅s indirecto de 452,234 acciones a trav茅s de un Plan de Ahorro para el Retiro. El formulario fue firmado por un POA el 14/08/2025.

Warren E. Hoffner III, Applied Industrial Technologies鞚� Fluid Power 攵�氍� 攵�靷灔 瓴� 齑濌磩毵る媹鞝�電� 2025-08-12鞐� 雼れ垬鞚� 欤检嫕歆�旮夑臣 鞗愳矞歆曥垬 瓯半灅毳� 鞁犼碃頄堨姷雼堧嫟. Form 4鞐愲姅 515 鞝滍暅欤检嫕雼渼(RSU)臧� 攵�鞐悩鞐堦碃(3雲� 雮� 旆摑), 1,722 靹标臣欤�臧� 2025雲� 靹标臣搿� 鞝侂霅橃棃鞙茧┌(3雲� 頂勲攴鸽灗 膦呺 鞁� 旆摑), 霊� 瓯� 氇憪 Applied 氤错喌欤茧 鞝曥偘霅滊嫟瓿� 旮办灛霅橃柎 鞛堨姷雼堧嫟. 鞁犼碃靹滌棎電� 霕愴暅 靹标臣欤� 旆摑鞐� 雽�頃� 靹戈笀 鞗愳矞歆曥垬搿� 927欤茧ゼ 鞗愳矞歆曥垬頄堨溂氅� 臧�瓴╈潃 $270.68搿� 響滌嫓霅橃柎, 瓯半灅 鞚错泟 鞁れ唽鞙� 欤检嫕靾橂姅 56,751欤�搿� 雮姅雼り碃 旮办灛霅橃柎 鞛堨姷雼堧嫟. 氤搓碃靹滌棎電� 2025-08-12鞐� 1,582 鞀ろ啞 鞎彪Μ鞁滌棎鞚挫厴 霛检澊韸�(SAR)臧� 攵�鞐悩鞐堦碃 鞚措姅 2026-08-12攵�韯� 鞐瓣皠 25%鞌� 頄夓偓 臧�電ロ晿氅� 毵岆鞚检潃 2035-08-12鞛勳潉 旮半頃橁碃, 霕愴暅 韲挫鞝�於曣硠須嶌潉 韱淀暅 臧勳爲 歆�攵� 452.234欤�臧� 鞛堧姅 瓴冹溂搿� 雮橅儉雮姷雼堧嫟. 靹滊電� 2025-08-14鞐� POA(鞙勳瀯雽�毽澑)臧� 靹滊獏頄堨姷雼堧嫟.

Warren E. Hoffner III, Vice-pr茅sident et Directeur g茅n茅ral鈥擣luid Power chez Applied Industrial Technologies, a d茅clar茅 plusieurs attributions d'actions et une op茅ration de retenue le 12/08/2025. Le Formulaire 4 indique l'octroi de 515 unit茅s d'actions restreintes (acquisition sur trois ans) et de 1 722 actions de performance mises en r茅serve pour la performance 2025 (acquisition 脿 la fin d'un programme de trois ans), toutes deux 脿 r茅gler en actions ordinaires Applied. Le d茅p么t signale 茅galement la retenue de 927 actions pour couvrir l'imp么t sur les actions de performance acquises au prix de 270,68 $, laissant la propri茅t茅 b茅n茅ficiaire affich茅e 脿 56 751 actions apr猫s les op茅rations. Le rapport enregistre en outre l'attribution de 1 582 droits d'appr茅ciation d'actions le 12/08/2025, exer莽ables par tranches annuelles de 25 % 脿 partir du 12/08/2026 et expirant le 12/08/2035, ainsi qu'un int茅r锚t indirect de 452,234 actions via un Plan d'脡pargne Retraite. Le formulaire a 茅t茅 sign茅 par une POA le 14/08/2025.

Warren E. Hoffner III, Vice President und General Manager鈥擣luid Power bei Applied Industrial Technologies, meldete am 12.08.2025 mehrere Aktienzuteilungen und eine Steuerabzugs-Transaktion. Im Form 4 sind 515 Restricted Stock Units ausgewiesen (Vesting in drei Jahren) sowie 1.722 Performance-Aktien, die aus der Performance 2025 gebankt wurden (Vesting am Ende eines dreij盲hrigen Programms); beide werden in Applied-Stammaktien abgewickelt. Die Meldung berichtet ferner 眉ber 927 einbehaltene Aktien zur Begleichung der Steuerabz眉ge auf die vested Performance-Aktien zum Preis von $270,68, wodurch der wirtschaftliche Eigentumsbestand nach den Transaktionen mit 56.751 Aktien angegeben wird. Der Bericht verzeichnet au脽erdem die Gew盲hrung von 1.582 Stock Appreciation Rights am 12.08.2025, die ab dem 12.08.2026 in j盲hrlichen Schritten zu je 25% aus眉bbar sind und am 12.08.2035 verfallen, sowie ein indirektes Interesse von 452,234 Aktien 眉ber einen Ruhestands-Sparplan. Das Formular wurde am 14.08.2025 von einem POA unterschrieben.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Hoffner Warren E III
(Last) (First) (Middle)
ONE APPLIED PLAZA
(Street)
CLEVELAND OH 44115
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
APPLIED INDUSTRIAL TECHNOLOGIES INC [ AIT ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP, General Mgr-Fluid Power
3. Date of Earliest Transaction (Month/Day/Year)
08/12/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/12/2025 A 515(1) A $0 55,956 D
Common Stock 08/12/2025 A 1,722(2) A $0 57,678 D
Common Stock 08/12/2025 F 927(3) D $270.68 56,751 D
Common Stock 452.234 I Retirement Savings Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Appreciation Rights $270.68 08/12/2025 A 1,582 08/12/2026(4) 08/12/2035 Common Stock 1,582 $0 1,582 D
Explanation of Responses:
1. Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.
2. Performance shares "banked" as a result of 2025 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock.
3. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.
4. Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.
Remarks:
/s/ Patricia A. Comai POA for Warren E. Hoffner, III 08/14/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

What transactions did AIT insider Warren E. Hoffner III report on 08/12/2025?

The Form 4 reports grants of 515 restricted stock units, 1,722 performance shares, withholding of 927 shares for taxes at $270.68, and acquisition of 1,582 stock appreciation rights.

How many shares does the filing show Hoffner beneficially owned after the transactions?

The filing shows beneficial ownership amounts after transactions with the final reported direct ownership listed as 56,751 shares following the withholding transaction.

When do the restricted stock units and performance shares vest?

The restricted stock units vest three years from the date of grant; performance shares vest at the end of the three-year performance program, and both are settled in Applied common stock.

What are the terms of the stock appreciation rights (SARs) granted to Hoffner?

The SARs (1,582) granted on 08/12/2025 are exercisable in annual increments of 25% beginning 08/12/2026 and expire on 08/12/2035.

Was any sale of shares reported for cash proceeds?

No sale for cash proceeds is reported; the only disposition noted is 927 shares withheld to satisfy tax withholding obligations on vesting performance shares.
Stock AIT logo
Applied Indl Technologies Inc

NYSE:AIT

AIT Rankings

#877 Ranked by Market Cap
#2163 Ranked by Dividends

AIT Latest News

Aug 14, 2025
Applied Industrial Technologies Reports Fiscal 2025 Fourth Quarter and Full-Year Results; Issues Guidance for Fiscal 2026
Jul 28, 2025
Applied Industrial Technologies to Report Fiscal Fourth Quarter Earnings and Conduct Conference Call on August 14, 2025
Jun 25, 2025
Applied Industrial Technologies Declares Quarterly Dividend
May 1, 2025
Applied Industrial Technologies Reports Fiscal 2025 Third Quarter Results; Announces Bolt-on Automation Acquisition & New Repurchase Authorization
Apr 11, 2025
Applied Industrial Technologies to Report Fiscal Third Quarter Earnings and Conduct Conference Call on May 1, 2025

AIT Latest SEC Filings

Aug 14, 2025
[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity
Aug 14, 2025
[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity
Aug 14, 2025
[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity
Aug 14, 2025
[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity
Aug 14, 2025
[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

AIT Stock Data

10.31B
37.73M
0.97%
99.15%
1.74%
Industrial Distribution
Wholesale-machinery, Equipment & Supplies
United States
CLEVELAND