AAON, INC. (AAON) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-04-29

Key Insights

Rebecca Thompson, Chief Accounting Officer, executed a net selling transaction on 04/27/2026, disposing of 400 shares at an average price of $100.27 while simultaneously acquiring 400 shares at $29.48, resulting in a modest net reduction in direct ownership from ~28,081 to 27,681 shares.
The sale was executed through a Rule 10b5-1 trading plan, indicating a pre-arranged, systematic approach to equity liquidation rather than reactive trading, which suggests controlled financial planning rather than negative sentiment about the company.
Thompson maintains substantial beneficial ownership including 27,681 direct common shares, 4,230 shares through a 401(k) plan, and significant unexercised stock options (55,762 vested and exercisable shares), demonstrating continued alignment with shareholders despite the net sale.

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Earlier Insider Trading filings

Filed: 2026-04-27

Rebecca Thompson, Chief Accounting Officer, executed a significant sale of 21,914 shares on 04/24/2026 at a weighted average price of $100.21, representing a substantial reduction in direct stock holdings and potential profit-taking after stock appreciation.
Concurrent with the share sale, Thompson exercised 21,914 stock options at $29.48 (granted 04/24/2026), suggesting a structured transaction to net sale proceeds while maintaining some equity exposure through option grants.
Thompson's total direct stock ownership decreased from approximately 49,595 shares to 27,681 shares post-transaction, while maintaining significant option holdings (191,066 total derivative shares), indicating reduced near-term confidence or rebalancing of personal wealth.
The sale at $100+ per share represents a strong valuation level and significant appreciation from multiple option exercise prices ($27.58-$82.39), suggesting the insider may view current prices as favorable for reducing exposure.

Filed: 2026-04-24

Rebecca Thompson, Chief Accounting Officer, executed a significant sale of 7,292 shares at an average price of $100.10 on April 23, 2026, reducing her direct stock holdings from 34,973 to 27,681 shares, indicating insider selling at elevated valuations.
Thompson simultaneously exercised stock options with a strike price of $29.48, acquiring 7,292 shares on the same day and immediately selling them at $100.10, representing a structured cashless exercise and sale pattern that suggests liquidity needs rather than confidence in future upside.
Her remaining beneficial ownership includes 4,230 shares held indirectly through a 401(k) plan and substantial unexercised option holdings (153,768 shares across various strike prices), with the most recent options granted at $82.39-$91.51, indicating management confidence at higher price points historically.
The transaction timing and structure (exercise-and-sell on the same day) combined with the sizable share reduction may signal neutral-to-cautious sentiment on near-term stock appreciation from the Chief Accounting Officer level.

Filed: 2026-04-22

Rebecca Thompson, Chief Accounting Officer, executed a significant net sale of 2,287 shares on 04/21/2026 at an average price of $100.11, while simultaneously exercising stock options at $29.48, suggesting strategic option exercise and immediate liquidation rather than long-term accumulation.
Thompson's direct common stock holdings decreased from approximately 29,968 to 27,681 shares following the sale, indicating a net reduction in her equity stake despite the option exercise, which may signal confidence in near-term valuation or personal liquidity needs.
The reported transaction shows Thompson holds significant option-based compensation (approximately 166,369 shares underlying exercisable options) with various strike prices ranging from $27.58 to $91.51, providing substantial upside leverage if the stock price appreciates.
The 401(k) plan holdings of 4,230 shares represent a smaller diversified position, suggesting Thompson's primary wealth concentration is in direct stock ownership and option compensation rather than retirement plan accumulation.

Filed: 2026-04-10

Gordon D. Wichman, the Executive Vice President of AAON, Inc., acquired 924 shares of the company's common stock on March 11, 2026 at a price of $0 per share, increasing his direct ownership to 10,997 shares.
Wichman also holds various stock options, including 24,250 options exercisable at $27.58, 15,780 options at $29.48, and 9,456 options at $91.51, which he acquired on different dates between 2020 and 2027.
The stock awards and options granted to Wichman are part of the company's 2024 Long Term Incentive Plan, with the stock awards vesting ratably over the first three years after the grant date.

Filed: 2026-04-10

The reporting person, Matthew Shaub, acquired 1,050 shares of AAON, Inc. common stock at $0 per share on March 11, 2026, increasing his direct ownership to 2,679 shares.
Shaub also holds 665 shares of AAON stock indirectly through the company's 401(k) plan.
In addition to the stock purchase, Shaub was granted three stock options with exercise prices of $79.73, $82.39, and $91.51, with vesting schedules over the next three years.

Filed: 2026-04-10

Casey Kidwell, the Chief Administration Officer of AAON, acquired 981 shares of common stock in a direct purchase, increasing his beneficial ownership to 13,463 shares.
Kidwell also holds 3 separate stock option grants for a total of 16,362 underlying common shares, indicating ongoing executive compensation and incentive alignment.
The Form 4 filing was submitted late due to an administrative delay, which could raise minor concerns about the company's reporting compliance.

Filed: 2026-04-10

The reporting person, Rebecca Thompson, acquired 1,539 shares of AAON, Inc. common stock at $0 per share, increasing her direct beneficial ownership to 27,681 shares.
Rebecca Thompson also holds various stock options in AAON, Inc. with exercise prices ranging from $27.58 to $91.51 and expiration dates from 2029 to 2036.
The transaction was made pursuant to a written plan, indicating a planned and structured approach to managing the reporting person's equity holdings in the company.

Filed: 2026-04-10

Insider Matthew Joseph Tobolski, the Chief Executive Officer, acquired 8,961 shares of AAON, Inc. common stock at $0 per share, increasing his direct beneficial ownership to 18,339 shares.
Tobolski also holds indirect beneficial ownership of 122,371 shares through his spouse's trust and 200,904 shares as a trustee of other trusts, indicating significant insider ownership.
The company granted Tobolski several stock options with exercise prices ranging from $73.87 to $91.51, further aligning his interests with shareholders.

Other reports for AAON, INC.

Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.