
Congress trades
Applied Industrial Technologies, Inc. (AIT)
NYSE · Industrials · 17 congress trades · last filed 6 months ago
About Applied Industrial Technologies, Inc.
from the company's filings and listing, as of Oct 27, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Chief executive
- Neil A. Schrimsher
- Employees
- 6,900
- Listed since
- -
- Market value
- $11.9B
- Price to earnings (12 mo)
- 29.3
- Net income per share, as reported (12 mo)
- $11.09
- Dividend yield
- 0.61%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 13, 2026 | $3.17 | $2.92 | $1.4B | $1.3B | EPS beatRevenue beat |
| Q3 FY2026reported Apr 28, 2026 | $2.65 | $2.63 | $1.3B | $1.2B | EPS in line, GAAPRevenue beat |
| Q2 FY2026reported Jan 27, 2026 | $2.51 | $2.48 | $1.2B | $1.2B | EPS in line, GAAPRevenue in line |
| Q1 FY2026reported Oct 28, 2025 | $2.63 | $2.48 | $1.2B | $1.2B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Aug 14, 2025 | $2.80 | $2.63 | $1.2B | $1.2B | EPS beatRevenue beat |
| Q3 FY2025reported May 1, 2025 | $2.57 | $2.40 | $1.2B | $1.2B | EPS beat, GAAPRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 10, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Neil A. SchrimsherPresident & Chief Executive Officer | $1.0M | $3.7M | $3.0M | $7.7M |
| David K. WellsVice President - Chief Financial Officer & Treasurer | $520K | $715K | $770K | $2.0M |
| Kurt W. LoringVice President - Chief Human Resources Officer | $420K | $489K | $510K | $1.4M |
| Warren E. HoffnerVice President, General Manager - Fluid Power & Flow Control | $440K | $424K | $524K | $1.4M |
| Jason W. VasquezVice President - Sales & Marketing, U.S. Service Centers | $445K | $390K | $516K | $1.4M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 3,953,290 | +3.0% | 10.58% |
| Vanguard Portfolio Management LLC | $714.0M | 2,111,426 | -0.5% | 5.65% |
| Vanguard Capital Management LLC | $563.7M | 1,666,903 | -0.2% | 4.46% |
| AQR Capital Management LLCCliff Asness | $451.6M | 1,343,397 | +46.1% | 3.59% |
| State Street Corp | $414.5M | 1,225,877 | +1.5% | 3.27% |
| First Trust Advisors LP | $340.6M | 1,007,223 | +2.9% | 2.69% |
| Geode Capital Management, LLC | $317.7M | 939,318 | +4.3% | 2.51% |
| Fuller & Thaler Asset Management, Inc. | $302.2M | 893,709 | +58.8% | 2.39% |
| Dimensional Fund Advisors LP | $243.8M | 720,985 | 0.0% | 1.93% |
| Wellington Management Group LLP | $213.6M | 631,562 | -16.3% | 1.69% |
| Norges Bank | $196.0M | 579,746 | New | 1.55% |
| FMR LLC | $194.2M | 574,402 | +13.4% | 1.54% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in AIT
17 disclosures of 17 on record · median 26d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +10.7% since the saleEstimated exit price $286.41, close on Thu Apr 9Current price $317.00, close on Fri Oct 23 | Apr 9, 2026 | May 4, 2026 | 25d |
| Markwayne MullinJoint | Stock | Sale (Full) | $1,001 - $15,000 | +9.3% since the saleEstimated exit price $289.94, close on Wed Feb 4Current price $317.00, close on Fri Oct 23 | Feb 4, 2026 | Mar 2, 2026 | 26d |
| Markwayne MullinSpouse | Stock | Sale (Full) | $15,001 - $50,000 | +22.2% since the saleEstimated exit price $259.48, close on Thu Dec 18, 2025Current price $317.00, close on Fri Oct 23 | Dec 18, 2025 | Jan 13, 2026 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +22.5% since the saleEstimated exit price $258.76, close on Thu Aug 21, 2025Current price $317.00, close on Fri Oct 23 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Markwayne MullinJoint | Stock | Purchase | $1,001 - $15,000 | +22.6% since the tradeEstimated entry price $258.46, close on Mon Feb 3, 2025Current price $317.00, close on Fri Oct 23 | Feb 3, 2025 | Feb 27, 2025 | 24d |
| Markwayne MullinSpouse | Stock | Purchase | $15,001 - $50,000 | +32.9% since the tradeEstimated entry price $238.61, close on Thu Jan 2, 2025Current price $317.00, close on Fri Oct 23 | Jan 2, 2025 | Jan 31, 2025 | 29d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +14.4% since the saleEstimated exit price $277.11, close on Fri Nov 22, 2024Current price $317.00, close on Fri Oct 23 | Nov 22, 2024 | Dec 16, 2024 | 24d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Sep 26, 2023 | Oct 18, 2023 | 22d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Dec 14, 2020 | Jan 25, 2021 | 42d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | n/a | Nov 18, 2020 | Jan 7, 2021 | 50d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Apr 2, 2020 | May 18, 2020 | 46d |
| Susan M. CollinsSpouse | Stock | Sale (Full) | $1,001 - $15,000 | n/a | Jun 19, 2014 | Jun 27, 2014 | 8d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in AIT, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded AIT?
Michael T. McCaul, Markwayne Mullin and Susan M. Collins disclosed AIT transactions in the filings shown here.
How quickly are AIT trades disclosed?
Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 27, 2026.
