Thompson Rebecca 4

What Happened

• Rebecca Thompson, Chief Financial Officer of AAON, converted/exercised derivative awards on January 30, 2026, resulting in the acquisition of 3,306 shares at $95.64 per share (total value ≈ $316,186). To cover tax withholding, 1,056 shares were surrendered/disposed (741 and 315 shares) at the same price (total ≈ $100,996). Net of withholding, Thompson received 2,250 shares and the net cash value exchanged is roughly $215,190.

Key Details

• Transaction dates and prices: Jan 30, 2026 — conversions/exercises at $95.64 per share.
  • Acquired: 2,217 shares ($212,034) and 1,089 shares ($104,152).
  • Withheld/disposed for taxes: 741 shares ($70,869) and 315 shares ($30,127).
• Shares owned after transaction: not specified in the provided summary.
• Footnotes:
  • F1: These were performance restricted stock units (granted in 2023) that vested at 83.2% of target; shares were issued net of taxes withheld and cash paid for any fractional shares.
  • F2: All transactions executed at the exact price shown.
• Filing timeliness: no late filing flag indicated in the provided details.

Context

• This was a conversion of performance-based equity (not an open-market buy or sale). The withholding of shares to cover tax liabilities is a common practice for vested awards and does not indicate an open-market sale for investment purposes.
• For retail investors, such conversions mainly reflect compensation realization rather than a direct buy/sell signal from the insider.