Warren E. Hoffner III - 24 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: 24 Aug 2023
Net transaction value: -$278,111
SEC form: 4
Accepted by SEC: 25 Aug 2023, 16:59:14 UTC
Prior SEC filing: 14 Aug 2023
Next SEC filing: 31 Aug 2023
Source filing: View source filing
Reporting owner signature: Patricia A. Comai POA for Warren E. Hoffner, III

Key filing fact

Warren E. Hoffner III filed Form 4 for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) on 25 Aug 2023.

Key facts

This page summarizes Warren E. Hoffner III's Form 4 filing for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT).
5 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 25 Aug 2023, 16:59.

Change

Previous filing in this sequence was filed on 14 Aug 2023.
Current net transaction value: -$278,111.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AIT transaction

Common Stock

Options Exercise

Transaction value: $402,570
Shares: +5,400
Change %: +9.3%
Price: $74.55
Shares after: 63,324
Date: 24 Aug 2023
Ownership: Direct

AIT transaction

Common Stock

Options Exercise

Transaction value: $117,167
Shares: +2,175
Change %: +3.4%
Price: $53.87
Shares after: 65,499
Date: 24 Aug 2023
Ownership: Direct

AIT transaction

Common Stock

Tax liability

Transaction value: $797,848
Shares: -5,249
Change %: -8%
Price: $152.00
Shares after: 60,250
Date: 24 Aug 2023
Ownership: Direct
Footnotes: F1

AIT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 445
Date: 24 Aug 2023
Ownership: Retirement Savings Plan

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

AIT transaction Derivative

Stock Appreciation Rights

Options Exercise

Transaction value: $0
Shares: -5,400
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 24 Aug 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,400
Exercise price: $74.55

AIT transaction Derivative

Stock Appreciation Rights

Options Exercise

Transaction value: $0
Shares: -2,175
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 24 Aug 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,175
Exercise price: $53.87

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations.

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