Jon S. Ploetz - 12 Aug 2025 Form 4 Insider Report for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT)

Reporting relationship: VP-General Counsel & Secretary
Issuer ticker: AIT
Reported as of: 12 Aug 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 14 Aug 2025, 16:35:00 UTC
Prior SEC filing: 15 Aug 2024
Next SEC filing: 28 Apr 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 14 Aug 2025.

Key facts

This page summarizes Jon S. Ploetz's Form 4 filing for APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 14 Aug 2025, 16:35.

Change

Previous filing in this sequence was filed on 15 Aug 2024.
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: 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: +473
Change %: +21%
Price: $0.000000
Shares after: 2,708
Date: 12 Aug 2025
Ownership: Direct
Footnotes: F1

AIT transaction

Common Stock

Award

Transaction value: $0
Shares: +734
Change %: +27%
Price: $0.000000
Shares after: 3,442
Date: 12 Aug 2025
Ownership: Direct
Footnotes: F2

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: +1,453
Change %
Price: $0.000000
Shares after: 1,453
Date: 12 Aug 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,453
Exercise price: $270.68
Footnotes: F3

^* 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

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

Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.