SEC Form 4 · accession 0001971363-26-000006
APPLIED INDUSTRIAL TECHNOLOGIES INC · AIT
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Jon S Ploetz
Officer — VP-General Counsel & Secretary
Period of report
Aug 11, 2026
Accepted (ET)
Aug 13, 2026 · 4:06 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000109563
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 11, 2026 | A | 375 | $0.00 | A | 3,380 | D | |
| Common StockF2 | Aug 11, 2026 | A | 1,023 | $0.00 | A | 4,403 | D | |
| Common StockF3 | Aug 11, 2026 | F | 450 | $352.35 | D | 3,953 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock Appreciation RightsF4 | $352.35 | Aug 11, 2026 | A | 1,240 | A | Aug 11, 2027 | Aug 11, 2036 | Common Stock | 1,240 | 1,240 | D |
Explanation of responses
- F1Restricted stock units that vest three years from the date of grant and are settled in shares of Applied common stock.
- F2Performance 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.
- F3Shares withheld by Registrant to satisfy tax withholding obligations on vesting of performance shares.
- F4Stock-only stock appreciation rights which become exercisable in annual increments of 25% commencing one year after the date of grant.