AG˹ٷ

STOCK TITAN

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

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

Richard M. Wagner, Chief Accounting Officer of Applied Industrial Technologies, reported equity awards granted on 08/12/2025. He was granted 286 restricted stock units (RSUs) that vest four years from the grant date and are settled in shares of Applied common stock. He was also granted 1,705 stock-only stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68; these SARs become exercisable in annual increments of 25% beginning 08/12/2026 and expire 08/12/2035. Following the reported transactions, the Form 4 shows beneficial ownership of 988 shares of common stock and 1,705 SARs (underlying 1,705 shares), all reported as direct holdings. The Form 4 was signed by Patricia A. Comai as POA for Mr. Wagner on 08/14/2025.

Richard M. Wagner, Chief Accounting Officer di Applied Industrial Technologies, ha dichiarato premi azionari concessi il 12/08/2025. Gli sono state assegnate 286 unità di azioni vincolate (RSU) che maturano quattro anni dalla data di attribuzione e saranno regolate in azioni ordinarie di Applied. Gli sono inoltre stati concessi 1.705 diritti di aumento del valore azionario solo in azioni (SAR) con prezzo di esercizio/convertibilità di $270,68; questi SAR diventano esercitabili in incrementi annuali del 25% a partire dal 12/08/2026 e scadono il 12/08/2035. A seguito delle operazioni riportate, il Modulo 4 indica la titolarità beneficiaria di 988 azioni ordinarie e di 1.705 SAR (corrispondenti a 1.705 azioni), tutte dichiarate come partecipazioni dirette. Il Modulo 4 è stato firmato da Patricia A. Comai in qualità di POA per il sig. Wagner il 14/08/2025.

Richard M. Wagner, Director de Contabilidad de Applied Industrial Technologies, notificó adjudicaciones de acciones otorgadas el 12/08/2025. Se le concedieron 286 unidades restringidas de acciones (RSU) que vencen cuatro años desde la fecha de concesión y se liquidan en acciones ordinarias de Applied. También se le otorgaron 1.705 derechos de apreciación de acciones solo en acciones (SAR) con un precio de ejercicio/convertibilidad de $270.68; estos SAR pasan a ser ejercitables en incrementos anuales del 25% a partir del 12/08/2026 y vencen el 12/08/2035. Tras las transacciones informadas, el Formulario 4 muestra la propiedad beneficiaria de 988 acciones ordinarias y de 1.705 SAR (equivalentes a 1.705 acciones), todas registradas como participaciones directas. El Formulario 4 fue firmado por Patricia A. Comai como apoderada (POA) del Sr. Wagner el 14/08/2025.

Richard M. Wagner님은 Applied Industrial Technologies� 최고회계책임자로� 2025-08-12� 부여된 지� 보상� 보고했습니다. 그에게는 부여일로부� 4� 후에 권리가 취득되고 Applied 보통주로 정산되는 286개의 제한부 주식 단위(RSU)가 부여되었습니다. 또한 행사가/전환 기준가격이 $270.681,705주의 주식 전용 주가상승�(SAR)� 부여되었으�, � SAR� 2026-08-12부� 연간 25%� 가집행 가능해지� 2035-08-12� 만료됩니�. 보고� 거래 � Form 4에는 � 988�� 보통� � 1,705 SAR(기초주식 1,705�)� 수익� 소유가 모두 직Ϊ 보유� 표시되어 있습니다. Form 4� 2025-08-14� Richard Wagner� 위한 대리권�(POA)� Patricia A. Comai가 서명했습니다.

Richard M. Wagner, directeur financier comptable d'Applied Industrial Technologies, a déclaré des attributions d'actions accordées le 12/08/2025. Il s'est vu attribuer 286 unités d'actions restreintes (RSU) qui deviennent acquises quatre ans après la date d'attribution et sont réglées en actions ordinaires Applied. Il a également reçu 1 705 droits d'appréciation d'actions exclusivement en actions (SAR) avec un prix d'exercice/de conversion de 270,68 $ ; ces SAR deviennent exerçables par tranches annuelles de 25 % à partir du 12/08/2026 et expirent le 12/08/2035. À la suite des opérations déclarées, le formulaire 4 indique une propriété bénéficiaire de 988 actions ordinaires et de 1 705 SAR (sous-jacent 1 705 actions), toutes déclarées comme détentions directes. Le formulaire 4 a été signé par Patricia A. Comai en tant que mandataire (POA) pour M. Wagner le 14/08/2025.

Richard M. Wagner, Chief Accounting Officer von Applied Industrial Technologies, meldete Aktienzuteilungen, die am 12.08.2025 gewährt wurden. Ihm wurden 286 Restricted Stock Units (RSUs) zugeteilt, die vier Jahre nach dem Gewährungsdatum unverfallbar werden und in Applied-Stammaktien ausgezahlt werden. Zudem erhielt er 1.705 rein aktienbasierte Stock Appreciation Rights (SARs) mit einem Ausübungs-/Umwandlungsreferenzpreis von $270,68; diese SARs werden ab dem 12.08.2026 in jährlichen Schritten von 25% ausübbar und verfallen am 12.08.2035. Nach den gemeldeten Transaktionen weist Formular 4 eine wirtschaftliche Inhaberschaft von 988 Aktien der Stammaktien sowie 1.705 SARs (zugrunde liegend 1.705 Aktien) aus, alle als direkte Beteiligungen gemeldet. Das Formular 4 wurde am 14.08.2025 von Patricia A. Comai als POA für Herrn Wagner unterzeichnet.

Positive
  • Transparent disclosure of award types, quantities, vesting, exercise schedule, and prices in compliance with Section 16 reporting
  • Long-term alignment: RSUs and SARs tie compensation to future share performance with multi-year vesting/exercisability
Negative
  • No negative items within the filing itself; the Form 4 reports routine equity compensation rather than adverse events

Insights

TL;DR: Routine executive equity awards were granted; no cash transaction or immediate dilution reported.

The filing documents standard long-term compensation: 286 RSUs that will convert to shares after a four-year vesting period and 1,705 SARs priced at $270.68 with staggered exercisability. These are compensation instruments intended to align executive incentives with share performance over multi-year horizons. The Form 4 shows direct beneficial ownership figures post-grant but does not report any cash proceeds or secondary transactions. The disclosure is procedural and typical for named officers; it does not by itself indicate operational or financial performance changes.

TL;DR: Compensation disclosure follows Section 16 reporting norms; vesting and exercisability schedules are clearly stated.

The Form 4 transparently discloses the award types, vesting timeline for RSUs, and the SAR exercisability schedule (25% annual tranches beginning one year after grant). All reported holdings are direct. The form includes a POA signature, which is acceptable for timely filing. There is no indication of related-party transactions, departures, or amendments to prior disclosures within this filing.

Richard M. Wagner, Chief Accounting Officer di Applied Industrial Technologies, ha dichiarato premi azionari concessi il 12/08/2025. Gli sono state assegnate 286 unità di azioni vincolate (RSU) che maturano quattro anni dalla data di attribuzione e saranno regolate in azioni ordinarie di Applied. Gli sono inoltre stati concessi 1.705 diritti di aumento del valore azionario solo in azioni (SAR) con prezzo di esercizio/convertibilità di $270,68; questi SAR diventano esercitabili in incrementi annuali del 25% a partire dal 12/08/2026 e scadono il 12/08/2035. A seguito delle operazioni riportate, il Modulo 4 indica la titolarità beneficiaria di 988 azioni ordinarie e di 1.705 SAR (corrispondenti a 1.705 azioni), tutte dichiarate come partecipazioni dirette. Il Modulo 4 è stato firmato da Patricia A. Comai in qualità di POA per il sig. Wagner il 14/08/2025.

Richard M. Wagner, Director de Contabilidad de Applied Industrial Technologies, notificó adjudicaciones de acciones otorgadas el 12/08/2025. Se le concedieron 286 unidades restringidas de acciones (RSU) que vencen cuatro años desde la fecha de concesión y se liquidan en acciones ordinarias de Applied. También se le otorgaron 1.705 derechos de apreciación de acciones solo en acciones (SAR) con un precio de ejercicio/convertibilidad de $270.68; estos SAR pasan a ser ejercitables en incrementos anuales del 25% a partir del 12/08/2026 y vencen el 12/08/2035. Tras las transacciones informadas, el Formulario 4 muestra la propiedad beneficiaria de 988 acciones ordinarias y de 1.705 SAR (equivalentes a 1.705 acciones), todas registradas como participaciones directas. El Formulario 4 fue firmado por Patricia A. Comai como apoderada (POA) del Sr. Wagner el 14/08/2025.

Richard M. Wagner님은 Applied Industrial Technologies� 최고회계책임자로� 2025-08-12� 부여된 지� 보상� 보고했습니다. 그에게는 부여일로부� 4� 후에 권리가 취득되고 Applied 보통주로 정산되는 286개의 제한부 주식 단위(RSU)가 부여되었습니다. 또한 행사가/전환 기준가격이 $270.681,705주의 주식 전용 주가상승�(SAR)� 부여되었으�, � SAR� 2026-08-12부� 연간 25%� 가집행 가능해지� 2035-08-12� 만료됩니�. 보고� 거래 � Form 4에는 � 988�� 보통� � 1,705 SAR(기초주식 1,705�)� 수익� 소유가 모두 직Ϊ 보유� 표시되어 있습니다. Form 4� 2025-08-14� Richard Wagner� 위한 대리권�(POA)� Patricia A. Comai가 서명했습니다.

Richard M. Wagner, directeur financier comptable d'Applied Industrial Technologies, a déclaré des attributions d'actions accordées le 12/08/2025. Il s'est vu attribuer 286 unités d'actions restreintes (RSU) qui deviennent acquises quatre ans après la date d'attribution et sont réglées en actions ordinaires Applied. Il a également reçu 1 705 droits d'appréciation d'actions exclusivement en actions (SAR) avec un prix d'exercice/de conversion de 270,68 $ ; ces SAR deviennent exerçables par tranches annuelles de 25 % à partir du 12/08/2026 et expirent le 12/08/2035. À la suite des opérations déclarées, le formulaire 4 indique une propriété bénéficiaire de 988 actions ordinaires et de 1 705 SAR (sous-jacent 1 705 actions), toutes déclarées comme détentions directes. Le formulaire 4 a été signé par Patricia A. Comai en tant que mandataire (POA) pour M. Wagner le 14/08/2025.

Richard M. Wagner, Chief Accounting Officer von Applied Industrial Technologies, meldete Aktienzuteilungen, die am 12.08.2025 gewährt wurden. Ihm wurden 286 Restricted Stock Units (RSUs) zugeteilt, die vier Jahre nach dem Gewährungsdatum unverfallbar werden und in Applied-Stammaktien ausgezahlt werden. Zudem erhielt er 1.705 rein aktienbasierte Stock Appreciation Rights (SARs) mit einem Ausübungs-/Umwandlungsreferenzpreis von $270,68; diese SARs werden ab dem 12.08.2026 in jährlichen Schritten von 25% ausübbar und verfallen am 12.08.2035. Nach den gemeldeten Transaktionen weist Formular 4 eine wirtschaftliche Inhaberschaft von 988 Aktien der Stammaktien sowie 1.705 SARs (zugrunde liegend 1.705 Aktien) aus, alle als direkte Beteiligungen gemeldet. Das Formular 4 wurde am 14.08.2025 von Patricia A. Comai als POA für Herrn Wagner unterzeichnet.

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*
Wagner Richard M

(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)
Chief Accounting Officer
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 286(1) A $0 988 D
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 1,705 08/12/2026(2) 08/12/2035 Common Stock 1,705 $0 1,705 D
Explanation of Responses:
1. Restricted stock units that vest four years from the date of grant and are settled in shares of Applied common stock.
2. 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 Richard M. Wagner 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.

FAQ

What did Richard M. Wagner report on the Form 4 for AIT?

He reported grants of 286 RSUs and 1,705 stock appreciation rights on 08/12/2025, with post-transaction beneficial ownership of 988 shares and 1,705 SARs.

When do the RSUs and SARs become exercisable or vest?

RSUs vest four years from the grant date; SARs are exercisable in 25% annual increments beginning 08/12/2026 and expire 08/12/2035.

What is the exercise/conversion price of the SARs reported?

The SARs are priced at $270.68 as shown on the Form 4.

Who signed the Form 4 and when was it filed?

Patricia A. Comai, as power of attorney for Richard M. Wagner, signed the Form 4 on 08/14/2025.

Does the Form 4 show any cash proceeds or stock dispositions by Mr. Wagner?

No. The filing reports only grants (acquisitions) of RSUs and SARs and shows no cash transactions or dispositions.
Applied Indl Technologies Inc

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