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AIT · Applied Industrial Technologies Inc
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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AIT

APPLIED INDUSTRIAL TECHNOLOGIES INC
WHOLESALE & RETAIL · WHOLESALE-MACHINERY, EQUIPMENT & SUPPLIES · CIK 0000109563
FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$5.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
325
13F, latest reported quarter
REVENUE GROWTH
+8.8%
XBRL, annual
NET MARGIN
8.3%
CONVERSIONS · 180D
1
codes C/M, not in net · $414.8K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$5.0M over 180 days
-$2.6M over 90 days
below 69% of Wholesale & Retail
CONGRESS
no member of Congress has reported trading it
FUNDS
325 funds added or opened last quarter
more than 83% of Wholesale & Retail
REVENUE
+8.8% year over year
more than 69% of Wholesale & Retail
MARGIN
8.3% net margin
more than 85% of Wholesale & Retail
BUYBACKS
$317.2M repurchased, FY to 2026-06-30
more than 82% of Wholesale & Retail
SHORT
2.0% of shares outstanding short · 2.6 days to cover · settled 2026-07-31
below 58% of Wholesale & Retail
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$5.0M across 4 people in 180 days.
325 funds added or opened positions in the latest 13F quarter, of 620 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +24.6%
+24.6%12M
-8%+7%+23%+38%2025-092025-102025-122026-032026-052026-072026-09 2026-02-04 · Schrimsher Neil A sold $2.5M2026-02-05 · Vasquez Jason W sold $1.6M2026-02-26 · Wallace Peter C sold $1.4M2026-02-04 · Schrimsher Neil A sold $1.3M2026-06-18 · Andrews Madhuri A sold $1.3M2026-05-05 · Hoffner Warren E III sold $1.2M2026-05-05 · Hoffner Warren E III sold $1.2M2026-02-06 · Hoffner Warren E III sold $1.2M2026-02-05 · Hoffner Warren E III sold $1.2M2026-02-04 · Schrimsher Neil A sold $858.2K2026-08-26 · Wallace Peter C sold $648.2K2026-08-18 · Wells David K. sold $643.4K2026-02-04 · Schrimsher Neil A sold $496.6K2026-02-04 · Schrimsher Neil A sold $372.8K2026-08-26 · Wallace Peter C filed to sell $648.2K2026-08-18 · Wells David K. filed to sell $643.4K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $5.0M sold by insiders over 180 days, 325 funds added last quarter, $1.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
CVNAWMTAMZNSNXRVLVWAZOPSMTWLFCTDUPURBNTTSH
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, APPLIED INDUSTRIAL TECHNOLOGIES INC insiders sold a net $5.0M of stock across 59 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Wallace Peter C
Director
SELL
2026-08-26
1,904.0
$648.2K
Wells David K.
Vice President-CFO & Treasurer
SELL
2026-08-18
1,812.0
$643.4K
Andrews Madhuri A
Director
SELL
2026-06-18
3,845.0
$1.3M
Hoffner Warren E III
VP, General Mgr-Fluid Power
SELL
2026-05-05
4,000.0
$1.2M
Hoffner Warren E III
VP, General Mgr-Fluid Power
SELL
2026-05-05
4,000.0
$1.2M
59 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 54 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
3,953,290.0 sh
$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC
2,111,426.0 sh
$714.0M
VANGUARD CAPITAL MANAGEMENT LLC
1,666,903.0 sh
$563.7M
AQR CAPITAL MANAGEMENT LLC
1,343,397.0 sh
$451.6M
STATE STREET CORP
1,225,877.0 sh
$414.5M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Wallace Peter C
FILED 2026-08-26
$648.2K
Wells David K.
FILED 2026-08-18
$643.4K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
RIVER OAK DISCOVERY FUND
$846.9K POSITION · AS OF 2026-04-30
5.5%
Tema American Reshoring ETF
$13.0M POSITION · AS OF 2026-02-28
4.9%
BLACK OAK EMERGING TECHNOLOGY FUND
$3.0M POSITION · AS OF 2026-04-30
4.9%
ROCK OAK CORE GROWTH FUND
$591.9K POSITION · AS OF 2026-04-30
4.6%
Value Line Small Cap Opportunities Fund, Inc.
$35.2M POSITION · AS OF 2026-03-31
4.5%
Small-Company Stock Fund
$7.1M POSITION · AS OF 2026-03-31
3.6%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Neil A. Schrimsher
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2024
$6.5M
$9.7M
$1.4M
+294%
+159%
2023
$6.3M
$14.0M
$1.3M
+227%
+120%
2022
$6.4M
$17.7M
$1.4M
+142%
+85%
2021
$5.8M
$8.8M
$1.4M
+59%
+30%
2020
$6.1M
$11.1M
$1.4M
+48%
+34%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-062025-062024-062023-06
REVENUE$5.0B$4.6B$4.5B$4.4B
GROSS PROFIT$1.5B$1.4B$1.3B$1.3B
OPERATING INCOME$549.5M$498.5M$495.8M$473.2M
NET INCOME$414.5M$393.0M$385.8M$346.7M
EPS (DILUTED)10.9510.129.838.84
OPERATING CASH FLOW$484.1M$492.4M$371.4M$344.0M
LONG-TERM DEBT$262.3M$572.3M$572.3M$596.9M
BUYBACKS$317.2M$152.8M$73.4M$716.0K
DIVIDENDS PAID$72.6M$63.7M$55.9M$53.4M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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