---
schema_version: "secwatch.filing_event.v1"
accession: "0000109563-24-000110"
form_type: "8-K"
ticker: "AIT"
cik: "0000109563"
company_name: "APPLIED INDUSTRIAL TECHNOLOGIES INC"
filed_at: "2024-11-12T23:59:59+00:00"
generated_at: "2026-05-30T01:33:15.433299+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.2
calibrated_materiality_score: 0.2
confidence: "high"
source: SEC EDGAR
---

# AIT retirement plan moving to Schwab; trading blackout Dec 20 to Jan 19

## Summary
- Plan migrates from Principal to Schwab; blackout begins Dec 20, 2024 at 4pm ET, ends week of Jan 19, 2025.
- Participants temporarily cannot change contributions, transfer funds, request loans or distributions.
- Directors and Section 16 officers prohibited from trading company shares acquired through service during blackout.
- Blackout notice delivered Nov 11, 2024; filed as Exhibit 99.1 with this 8-K.

## SEC filing metadata
- accession: 0000109563-24-000110
- form_type: 8-K
- ticker: AIT
- cik: 0000109563
- company_name: APPLIED INDUSTRIAL TECHNOLOGIES INC
- filed_at: 2024-11-12T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.2
- calibrated_materiality_score: 0.2
- confidence: high
- sec_items: 5.04, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/109563/000010956324000110/0000109563-24-000110-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/109563/000010956324000110/ait-20241105.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000109563-24-000110
- JSON: https://secwatch.observer/filing/0000109563-24-000110.json
- Plain text: https://secwatch.observer/filing/0000109563-24-000110.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.