Jon S. Ploetz - 11 Aug 2026 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)

Reporting relationship: VP-General Counsel & Secretary
Issuer ticker: AIT
Reported as of: 11 Aug 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 13 Aug 2026, 16:06:51 UTC
Prior SEC filing: 11 Aug 2026
Source filing: View source filing
Reporting owner signature: /s/ Patricia A. Comai, POA for Jon S. Ploetz

Key filing fact

Jon S. Ploetz filed Form 4 for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) on 13 Aug 2026.

Key facts

This page summarizes Jon S. Ploetz's Form 4 filing for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT).
4 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 13 Aug 2026, 16:06.

Change

Previous filing in this sequence was filed on 11 Aug 2026.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001971363 Primary reporting owner

Ploetz Jon S

Relationship: VP-General Counsel & Secretary
Address: ONE APPLIED PLAZA, CLEVELAND
Signature: /s/ Patricia A. Comai, POA for Jon S. Ploetz
Signature date: 13 Aug 2026

Reported non-derivative transactions

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

AIT transaction

Common Stock

Award

Transaction value
Shares: +375
Change %: +12%
Price: $0.000000^*
Shares after: 3,380
Date: 11 Aug 2026
Ownership: Direct
Footnotes: F1

AIT transaction

Common Stock

Award

Transaction value
Shares: +1,023
Change %: +30%
Price: $0.000000^*
Shares after: 4,403
Date: 11 Aug 2026
Ownership: Direct
Footnotes: F2

AIT transaction

Common Stock

Tax liability

Transaction value
Shares: -450
Change %: -10%
Price: $352.35^*
Shares after: 3,953
Date: 11 Aug 2026
Ownership: Direct
Footnotes: F3

Reported derivative securities

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

AIT transaction Derivative

Stock Appreciation Rights

Award

Transaction value
Shares: +1,240
Change %
Price: $0.000000^*
Shares after: 1,240
Date: 11 Aug 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,240
Exercise price: $352.35
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 2026 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.