AIT insider grants: 1,453 SARs and 1,938 equity awards disclosed

Q: What transactions did Jason W. Vasquez report on the AIT Form 4 dated 08/12/2025?

The report shows grants of 473 restricted stock units , 1,465 performance shares (banked) , 1,453 stock appreciation rights (SARs) and 1,269 shares withheld for tax withholding.

Q: When do the restricted stock units and performance shares vest?

The restricted stock units vest three years from grant; the performance shares vest at the end of the three-year program tied to 2025 performance.

Q: What are the terms of the stock appreciation rights reported?

The SARs have a reference price of $270.68 , were granted 08/12/2025, vest in annual 25% increments beginning 08/12/2026 , and expire 08/12/2035 .

Q: How many shares did Vasquez beneficially own after the transactions?

After the reported activity, Vasquez beneficially owned 21,957 shares directly and 866.565 shares indirectly through the Retirement Savings Plan.

[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

Filing Impact

(Neutral)

Filing Sentiment

(Negative)

Form Type

Rhea-AI Filing Summary

Applied Industrial Technologies insider transactions by VP-Sales & Marketing-USSC Jason W. Vasquez on 08/12/2025. The filing shows grant and settlement activity: 473 restricted stock units were granted that vest in three years, 1,465 performance shares were banked for the 2025 performance period (vesting at the end of a three-year program), and 1,269 shares were withheld by the company to satisfy tax withholding related to vested performance shares. Additionally, 1,453 stock appreciation rights (SARs) with an exercise/conversion reference price of $270.68 were granted on 08/12/2025; these SARs vest in annual 25% increments beginning 08/12/2026 and expire 08/12/2035. Following the transactions, Vasquez beneficially owned 866.565 shares indirectly through the company Retirement Savings Plan and held 21,957 shares directly after the reported activity.

Positive

Executive alignment: Grants of 473 RSUs and 1,465 performance shares create long-term incentives aligned with shareholder outcomes.
Performance linkage: 1,465 performance shares are banked for the 2025 program and vest at the end of a three-year performance period.

Negative

Tax withholding: 1,269 shares were withheld to satisfy tax obligations on vested performance shares, reducing the reporting person's net increase in shares.

Insights

TL;DR: Routine equity compensation grants increase executive alignment without indicating immediate liquidity or major dilution.

The Form 4 documents standard equity compensation: time-based restricted stock units (473 RSUs) and performance-based shares (1,465) that vest over three years, plus 1,453 SARs exercisable over a long window with a $270.68 reference price. The withholding of 1,269 shares for taxes is an administrative settlement, not a sale into the market. These awards suggest continued use of long-term equity incentives to retain and align this officer, but the sizes disclosed are modest relative to a public company and do not, by themselves, represent a material change to outstanding share counts or capital structure.

TL;DR: Grants follow common governance practices; vesting schedules and performance metrics preserve shareholder alignment.

The grant structure鈥攖hree-year vesting for RSUs and performance shares plus SARs with staggered annual vesting鈥攔eflects standard retention and performance alignment design. The filing states performance shares were "banked" for 2025 performance, indicating a pending determination mechanism tied to a multi-year program. The withholding of 1,269 shares to satisfy tax obligations is routine and documented. No unusual acceleration, related-party transactions, or departures from typical award terms are disclosed in this form.

08/14/2025 - 04:33 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Vasquez Jason W

(Last)

(First)

(Middle)

ONE APPLIED PLAZA

(Street)

CLEVELAND

44115

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
APPLIED INDUSTRIAL TECHNOLOGIES INC [ AIT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	VP-Sales & Marketing-USSC

3. Date of Earliest Transaction (Month/Day/Year)
08/12/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	08/12/2025		A		473⁽¹⁾	A	$0	21,761	D
Common Stock	08/12/2025		A		1,465⁽²⁾	A	$0	23,226	D
Common Stock	08/12/2025		F		1,269⁽³⁾	D	$270.68	21,957	D
Common Stock								866.565	I	Retirement Savings Plan

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Stock Appreciation Rights	$270.68	08/12/2025		A		1,453		08/12/2026⁽⁴⁾	08/12/2035	Common Stock	1,453	$0	1,453	D

Explanation of Responses:

1. Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.

2. 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.

3. Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.

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

Remarks:

	/s/ Patricia A . Comai, POA for Jason W. Vasquez	08/14/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

What transactions did Jason W. Vasquez report on the AIT Form 4 dated 08/12/2025?

The report shows grants of 473 restricted stock units, 1,465 performance shares (banked), 1,453 stock appreciation rights (SARs) and 1,269 shares withheld for tax withholding.

When do the restricted stock units and performance shares vest?

The restricted stock units vest three years from grant; the performance shares vest at the end of the three-year program tied to 2025 performance.

What are the terms of the stock appreciation rights reported?

The SARs have a reference price of $270.68, were granted 08/12/2025, vest in annual 25% increments beginning 08/12/2026, and expire 08/12/2035.

How many shares did Vasquez beneficially own after the transactions?

After the reported activity, Vasquez beneficially owned 21,957 shares directly and 866.565 shares indirectly through the Retirement Savings Plan.

Does the Form 4 indicate any sale of shares by Vasquez?

No sale transactions are disclosed; the only disposals reported are 1,269 shares withheld by the registrant to satisfy tax withholding.

AG真人官方

[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

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FAQ

What transactions did Jason W. Vasquez report on the AIT Form 4 dated 08/12/2025?

When do the restricted stock units and performance shares vest?

What are the terms of the stock appreciation rights reported?

How many shares did Vasquez beneficially own after the transactions?

Does the Form 4 indicate any sale of shares by Vasquez?

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[Form 4] Applied Industrial Technologies, Inc. Insider Trading Activity

Insights

Financial Analyst neutral

Corporate Governance Expert neutral

FAQ

What transactions did Jason W. Vasquez report on the AIT Form 4 dated 08/12/2025?

When do the restricted stock units and performance shares vest?

What are the terms of the stock appreciation rights reported?

How many shares did Vasquez beneficially own after the transactions?

Does the Form 4 indicate any sale of shares by Vasquez?

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