Key facts
- This page summarizes Warren E. Hoffner III's Form 4 filing for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT).
- 4 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 10 Aug 2023, 17:12.
Warren E. Hoffner III - 08 Aug 2023 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
- Reporting relationship
- VP, General Mgr-Fluid Power
- Issuer ticker
- AIT
- Reported as of
- 08 Aug 2023
- Net transaction value
- -$493,932
- SEC form
- 4
- Accepted by SEC
- 10 Aug 2023, 17:12:49 UTC
- Prior SEC filing
- 16 Feb 2023
- Next SEC filing
- 14 Aug 2023
- Source filing
- View source filing
- Reporting owner signature
- Patricia A. Comai POA for Warren E. Hoffner, III
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Warren E. Hoffner III filed Form 4 for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) on 10 Aug 2023.
Change
- Previous filing in this sequence was filed on 16 Feb 2023.
- Current net transaction value: -$493,932.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AIT
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +848
- Change %
- +1.5%
- Price
- $0.000000
- Shares after
- 56,671
- Date
- 08 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
AIT
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +5,507
- Change %
- +9.7%
- Price
- $0.000000
- Shares after
- 62,178
- Date
- 08 Aug 2023
- Ownership
- Direct
- Footnotes
- F2
AIT
transaction
Common Stock
Tax liability
- Transaction value
- $493,932
- Shares
- -3,456
- Change %
- -5.6%
- Price
- $142.92
- Shares after
- 58,722
- Date
- 08 Aug 2023
- Ownership
- Direct
- Footnotes
- F3
AIT
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 442
- Date
- 08 Aug 2023
- Ownership
- Retirement Savings Plan
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AIT
transaction
Derivative
Common Stock
Award
- Transaction value
- $0
- Shares
- +2,662
- Change %
- Price
- $0.000000
- Shares after
- 2,662
- Date
- 08 Aug 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,662
- Exercise price
- $142.92
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.
Footnote F2
Performance shares "banked" as a result of 2023 performance. Performance shares vest at end of three-year program and are settled in shares of Applied common stock.
Footnote F3
Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.
Footnote F4
Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.