Warren E. Hoffner III - 12 Aug 2025 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)

Reporting relationship: VP, General Mgr-Fluid Power
Issuer ticker: AIT
Reported as of: 12 Aug 2025
Net transaction value: -$250,920
SEC form: 4
Accepted by SEC: 14 Aug 2025, 16:30:16 UTC
Prior SEC filing: 12 Aug 2025
Next SEC filing: 06 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ 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 14 Aug 2025.

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: 14 Aug 2025, 16:30.

Change

Previous filing in this sequence was filed on 12 Aug 2025.
Current net transaction value: -$250,920.

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 0001657120 Primary reporting owner

Hoffner Warren E III

Relationship: VP, General Mgr-Fluid Power
Address: ONE APPLIED PLAZA, CLEVELAND
Signature: /s/ Patricia A. Comai POA for Warren E. Hoffner, III
Signature date: 14 Aug 2025

Reported non-derivative transactions

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

AIT transaction

Common Stock

Award

Transaction value: $0
Shares: +515
Change %: +0.93%
Price: $0.000000
Shares after: 55,956
Date: 12 Aug 2025
Ownership: Direct
Footnotes: F1

AIT transaction

Common Stock

Award

Transaction value: $0
Shares: +1,722
Change %: +3.1%
Price: $0.000000
Shares after: 57,678
Date: 12 Aug 2025
Ownership: Direct
Footnotes: F2

AIT transaction

Common Stock

Tax liability

Transaction value: $250,920
Shares: -927
Change %: -1.6%
Price: $270.68
Shares after: 56,751
Date: 12 Aug 2025
Ownership: Direct
Footnotes: F3

AIT holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 452
Date: 12 Aug 2025
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

Award

Transaction value: $0
Shares: +1,582
Change %
Price: $0.000000
Shares after: 1,582
Date: 12 Aug 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,582
Exercise price: $270.68
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 2025 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.