Hoffner Warren E III's Form 4 filing
Applied Industrial Technologies Inc (AIT) · filed Feb 5, 2024
- Accession no.
- 0000109563-24-000026
- Filed
- Feb 5, 2024
- Trade date
- Feb 1-2, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $364.7K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Hoffner Warren E IIICIK 0001657120 | Officer (VP, General Mgr-Fluid Power) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 1, 2024 | Common Stock | MOption exerciseAcquired | +1,700 | $88.79 | +$150,943 | 60,404 | Direct | |
| Feb 1, 2024 | Common Stock | FTax withholdingDisposed | −1,249 | $182.10 | −$227,442.9 | 59,155 | Direct | |
| Feb 2, 2024 | Common Stock | SSaleDisposed | −2,000 | $182.34F2 | −$364,680 | 57,155 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 1, 2024 | Common Stock | MOption exerciseDisposed | −1,700 | $0.00 | $0 | 1,700 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.2206 to $182.448, inclusive.
Referenced by the price of 1 transaction in Table I.