Thompson Rebecca 4

What Happened

• Rebecca Thompson, Chief Accounting Officer of AAON, exercised options to acquire 7,292 shares at a $29.48 strike (cost $214,968) and immediately sold those 7,292 shares in an open‑market transaction for total proceeds of $729,929. The net pre‑tax proceeds (sale proceeds minus exercise cost) were approximately $514,961. This is an option exercise followed by an immediate sale (commonly a cash‑less exercise), not a straightforward purchase.

Key Details

• Transaction date: April 23, 2026; Form 4 filed April 24, 2026 (no indication of a late filing in the provided data).
• Exercise (derivative, code M): 7,292 shares at $29.48 — aggregate cost reported as $214,968.
• Sale (open market, code S): 7,292 shares at a weighted average price of $100.10 — aggregate proceeds reported as $729,929.
• Footnote: The sale executed in multiple trades at prices ranging $100.00–$100.25; $100.10 is the weighted average (filing offers to provide per‑trade details on request).
• Shares owned after the transaction: not specified in the provided filing excerpt.

Context

• This was an exercise of derivative securities (options) immediately followed by an open‑market sale of all shares—i.e., a cashless exercise—so it reflects option monetization rather than a fresh bet on the stock. As with other insider sales, this is factual reporting of a transaction and not a direct signal of company prospects.