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: 15 Aug 2024, 16:51.
Warren E. Hoffner III - 13 Aug 2024 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)
- Reporting relationship
- VP, General Mgr-Fluid Power
- Issuer ticker
- AIT
- Reported as of
- 13 Aug 2024
- Net transaction value
- -$359,915
- SEC form
- 4
- Accepted by SEC
- 15 Aug 2024, 16:51:03 UTC
- Prior SEC filing
- 13 Aug 2024
- Next SEC filing
- 04 Sep 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 15 Aug 2024.
Change
- Previous filing in this sequence was filed on 13 Aug 2024.
- Current net transaction value: -$359,915.
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
- +632
- Change %
- +1.1%
- Price
- $0.000000
- Shares after
- 57,314
- Date
- 13 Aug 2024
- Ownership
- Direct
- Footnotes
- F1
AIT
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +3,333
- Change %
- +5.8%
- Price
- $0.000000
- Shares after
- 60,647
- Date
- 13 Aug 2024
- Ownership
- Direct
- Footnotes
- F2
AIT
transaction
Common Stock
Tax liability
- Transaction value
- $359,915
- Shares
- -1,823
- Change %
- -3%
- Price
- $197.43
- Shares after
- 58,824
- Date
- 13 Aug 2024
- Ownership
- Direct
- Footnotes
- F3
AIT
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 449
- Date
- 13 Aug 2024
- Ownership
- Retirement Savings Plan
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AIT
transaction
Derivative
Stock Appreciation Rights
Award
- Transaction value
- $0
- Shares
- +2,070
- Change %
- Price
- $0.000000
- Shares after
- 2,070
- Date
- 13 Aug 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,070
- Exercise price
- $197.43
- Footnotes
- F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 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 2024 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
Shares held in the Company's 401k account.
Footnote F5
Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.