AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Insider Trading

Warren E Iii Hoffner (VP, General Mgr-Fluid Power) sold 8,000 shares at blended avg $306.04 for $2,448,280.00 on 2026-05-05

Hoffner executed 2 separate sales totaling 8,000 shares for $2,448,280.00 at prices near current levels ($306.35 and $305.72 vs. current price $320.11). His post-transaction holdings stand at 40,751 shares, down 16.4% from prior holdings of 48,751 shares. In his prior sales at AIT, outcomes have been mixed: the 2 most recent sales (2026-02-06 and 2026-02-05) showed positive 90-day returns of +6.1% and +9.3% respectively, while his 2024-11-27 sale showed a 90-day decline of -12.1%. His cross-ticker track record shows an average 90-day return of +1.1% across 3 prior sells with a 33.33% well-timed rate.

Director Wallace Peter C sold 5,000 AIT shares at $285.03 (Feb 26), reducing holdings by 17.1% to 24,179 shares.

Director Wallace Peter C sold 5,000 shares valued at $1,425,150.00 on 2026-02-26 at $285.03 per share, reducing his stake from 29,179 shares to 24,179 shares—a 17.1% reduction in holdings. The transaction occurred near the 52-week high of $291.74, with the stock up 10.3% over the prior 30 days and 9.2% over 90 days. AIT trades at a P/E of 26.12 on $1.2B in quarterly revenue, with modest annual growth of 1.9%. The sale represents a material reduction in the director's equity position during a period of strong recent price appreciation.

VP Hoffner sells 4,000 shares of AIT at $292.64; holds 48,751 post-sale; prior sell at same ticker yielded -12.1% 90-day return

Hoffner Warren E III, VP and General Manager of Fluid Power at Applied Industrial Technologies, sold 4,000 shares on 2026-02-06 at $292.64, reducing his stake by 7.6% to 48,751 shares (down from 52,751). The transaction occurred near the company's 52-week high of $291.74, with the stock currently trading at $283.73. Reviewing his prior same-ticker history, a sell on 2024-11-27 at AIT was followed by a -12.1% 90-day return, indicating that transaction was well-timed relative to the subsequent decline. His cross-ticker track record across all open-market trades shows a 100.00% well-timed rate on sells (average 90-day return of -12.1%), suggesting a pattern of selling ahead of downward price movement. The current 30-day and 90-day performance (+4.2% and +10.7% respectively) reflect strength since the Feb 2026 sale, though the outcome window is still developing.

VP-Sales & Marketing sells 5,447 shares (27.3% of holdings) at $287.87; stock near 52-week high, insider's cross-ticker timing 100% well-timed on 90-day basis

Vasquez sold 5,447 shares at $287.87, reducing his holdings by 27.3%, at a price point just below the current $291.74 market price and at the 52-week high of $291.74. His cross-ticker track record shows a 100.00% well-timed rate on 90-day outcomes across 3 prior sells, with an average 90-day return of -7.5%, indicating a consistent pattern of selling before subsequent stock declines. At the same ticker (AIT), all 3 prior sells show negative 90-day returns (-6.0%, -6.4%, -10.2%), demonstrating this insider's reliability in exiting before weakness. The stock is at peak valuation (52-week high, P/E of 26.96) and has advanced 11.9% in 30 days and 12.7% in 90 days—a substantial run-up into which this sale was executed. This sale should be monitored as a potential signal that a VP-Sales & Marketing insider with a proven track record of well-timed selling may be positioned ahead of market consolidation.

VP Hoffner sells 4,000 AIT shares at $288.62; price now at $291.74, near 52-week high.

Hoffner Warren E III, VP and General Manager of Fluid Power at Applied Industrial Technologies, sold 4,000 shares (4.0K shares) on 2026-02-05 at $288.62, reducing his post-transaction holdings to 52,751 shares (52.8K shares). The sale occurred near the company's 52-week peak; the stock currently trades at $291.74, which is +0.0% from the 52-week high of $291.74. His cross-ticker track record shows 2 prior sells with an average 90-day return of -12.1% and a 90d well-timed rate of 100.00%, though same-ticker history shows only 1 measurable prior sale at AIT (2024-11-27) which posted a 90d return of -12.1%. This current transaction occurred immediately before a second AIT sale recorded on 2026-02-06, both executed near all-time highs as the stock rallied +11.9% over 30 days and +12.7% over 90 days. The disposition warrants monitoring to see whether the post-sale price action aligns with his historical pattern.

CEO Schrimsher sells 19.2K shares for $5.5M on 2026-02-04 at $285.85 blended average; stock now at $291.74.

Neil A Schrimsher, President and CEO, executed 5 separate sales totaling 19,207 shares for $5,490,273.87 on February 4, 2026, reducing his holdings from 149,735 to 130,528 shares (-12.8% reduction). The sales occurred at prices ranging from $284.49 to $288.29, with a blended average of $285.85, while the current market price stands at $291.74—meaning the shares have appreciated $5.89 per share since the sale. Across his cross-ticker track record, Schrimsher's 9 prior open-market sells have generated a modest average 90-day return of +8.1%, with a well-timed rate of 22.22%, and at Applied Industrial specifically, his 5 prior AIT sales show mixed timing (2 of 5 were well-timed at the 90-day mark). The sale occurs amid strong price momentum: the stock is at its 52-week high and has gained 11.9% over the past 30 days and 12.7% over 90 days, suggesting the insider liquidated a portion of holdings near peak valuation.

VP-Chief HR Officer Loring Kurt W. sold 8,523 shares of AIT at $267.06 for $2.3M, reducing holdings by 30.7% to 19.3K shares

Loring Kurt W. executed a substantial sale of 8,523 shares at $267.06, representing a 30.7% reduction in his holdings to 19.3K shares. The transaction occurred near the 52-week high range—just $13.43 below the 52-week peak of $280.49—and at a price currently $2.85 above the existing market price of $264.21. The company trades at a P/E of 25.19 with modest annual revenue growth of 1.9% and a market cap of $10.0B. The sale structure and magnitude merit monitoring to understand whether this reflects portfolio rebalancing by the HR officer or a broader signal about executive confidence in current valuations.

VP-Sales & Marketing sold 7,466 shares at avg $260.08 for $1.9M; holds 14.5K shares post-sale.

Jason W Vasquez executed 2 separate sales totaling 7,466 shares for $1,941,763.98 on 2025-08-21, reducing his holdings from 22.0K to 14.5K shares (-34.0% reduction in position). The stock currently trades at $267.11, roughly 2.7% above the blended average transaction price of $260.08, placing the sales near recent strength but 4.8% below the 52-week high. His prior sale at AIT on 2025-02-25 posted negative 90-day returns (-10.2%), and his cross-ticker track record shows 100% well-timed selling (1 of 1 prior sells), suggesting a pattern of sales executed before or near downturns. The current context—90-day price momentum of +19.9% and P/E of 25.46—indicates the stock has experienced recent appreciation, but this filing alone does not signal whether the sales reflect a view on valuation or operational concerns, or are routine portfolio activity.

AIT CEO Schrimsher sold 26,671 shares for $7.0M at $262.46; holds 149,735 shares post-sale.

Schrimsher Neil A, President and CEO of Applied Industrial Technologies, executed a $7.0M open-market sale of 26,671 shares at $262.46 on August 21, 2025, reducing his holdings by 15.1%. His prior sales at AIT show mixed timing outcomes: five prior sales averaged +5.8% and +12.9% over 30 and 90 days respectively, with only 1 of 5 prior sales well-timed (90-day decline post-sale). The current stock price of $267.11 is 1.8% above the transaction price and 4.8% below the 52-week high, placing the sale in an elevated-valuation zone relative to the stock's recent range. His cross-ticker track record shows a 12.5% well-timed rate across 8 prior open-market sales (average 90-day return +10.0%), indicating historically poor timing of sell transactions. This sale carries moderate significance: it represents a substantial absolute dollar reduction in CEO equity stake, yet the company shows solid fundamentals (P/E 25.46, $1.2B quarterly revenue, +1.9% annual growth) and no evident operational crisis.

VP Sales Jason Vasquez sells 4,475 shares of AIT for $1.1M at $248.10 on Feb 25; retains 21,697 shares

Jason Vasquez, VP-Sales & Marketing-USSC at Applied Industrial Technologies, sold 4,475 shares for $1,110,259.58 on 2025-02-25 at $248.10, reducing his holdings by 17.1% to 21,697 shares. The sale occurred within the company's 52-week range ($178.94–$280.49) and near current levels ($245.08 is only $3.02 below the transaction price). Applied Industrial generated $1.1B in quarterly revenue and $93.3M in net income with 24.36 P/E; annual revenue growth stands at +1.5%, indicating steady but modest growth. The transaction is a discrete open-market sale by a senior marketing executive with substantive ongoing equity ownership remaining, presenting a routine insider activity in a mature, profitably-operated company.