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: 05 Feb 2024, 16:58.
Warren E. Hoffner III - 01 Feb 2024 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
- Reporting relationship
- VP, General Mgr-Fluid Power
- Issuer ticker
- AIT
- Reported as of
- 01 Feb 2024
- Net transaction value
- -$441,180
- SEC form
- 4
- Accepted by SEC
- 05 Feb 2024, 16:58:49 UTC
- Prior SEC filing
- 20 Nov 2023
- Next SEC filing
- 13 Aug 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ 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 05 Feb 2024.
Change
- Previous filing in this sequence was filed on 20 Nov 2023.
- Current net transaction value: -$441,180.
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
Options Exercise
- Transaction value
- $150,943
- Shares
- +1,700
- Change %
- +2.9%
- Price
- $88.79
- Shares after
- 60,404
- Date
- 01 Feb 2024
- Ownership
- Direct
AIT
transaction
Common Stock
Tax liability
- Transaction value
- $227,443
- Shares
- -1,249
- Change %
- -2.1%
- Price
- $182.10
- Shares after
- 59,155
- Date
- 01 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
AIT
transaction
Common Stock
Sale
- Transaction value
- $364,680
- Shares
- -2,000
- Change %
- -3.4%
- Price
- $182.34
- Shares after
- 57,155
- Date
- 02 Feb 2024
- Ownership
- Direct
- Footnotes
- F2
AIT
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 447
- Date
- 01 Feb 2024
- Ownership
- Retirement Savings Plan
- Footnotes
- F3
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
- -1,700
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 1,700
- Date
- 01 Feb 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,700
- Exercise price
- $88.79
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Shares withheld by Registrant to cover the cost of exercising stock appreciation rights and to satisfy tax withholding obligations.
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.2206 to $182.448, inclusive.
Footnote F3
Shares held in the Company's 401k account.