Thompson Rebecca 4
4 · AAON, INC. · Filed Apr 29, 2026
Research Summary
AI-generated summary of this filing
AAON CAO Rebecca Thompson Exercises Options, Sells 400 Shares
What Happened
- Rebecca Thompson, Chief Accounting Officer of AAON, exercised 400 option shares at an exercise price of $29.48 per share (cost $11,792) on April 27, 2026 and sold 400 common shares in the open market the same day for a weighted average price of $100.27 per share (gross proceeds $40,108). The transactions resulted in an approximate net cash realized of $28,316 (proceeds minus exercise cost). This is an exercise-plus-sale (cashless-style) transaction rather than a purchase intended to add to holdings.
Key Details
- Transaction date: April 27, 2026.
- Exercise: 400 shares @ $29.48 = $11,792 (reported as "M" — option exercise/conversion).
- Sale: 400 shares @ weighted avg $100.27 = $40,108 (reported as "S" — open market sale).
- Footnote: Sale executed in multiple trades at prices from $100.07 to $100.36; $100.27 is the weighted average price (F1).
- Shares owned after the transaction: not specified in the provided filing summary.
- Filing date: April 29, 2026 (filed two days after the transactions; filing appears timely).
Context
- Because the insider exercised options and sold the same number of shares on the same day, this is effectively a cashless exercise — converting options to stock and immediately selling those shares to realize proceeds. Such transactions are common for covering exercise costs and taxes and do not necessarily signal a directional view on the company.
Insider Transaction Report
Form 4
AAON, INC.AAON
Thompson Rebecca
Chief Accounting Officer
Transactions
- Exercise/Conversion
Common Stock, par value $.004
2026-04-27$29.48/sh+400$11,792→ 28,081 total - Sale
Common Stock, par value $.004
[F1]2026-04-27$100.27/sh−400$40,108→ 27,681 total - Exercise/Conversion
Stock Option (Right to Buy)
2026-04-27$29.48/sh−400$11,792→ 9,672 totalExercise: $29.48From: 2021-03-11Exp: 2030-03-11→ Common Stock (400 underlying)
Holdings
- 4,230(indirect: By 401(k))
Common Stock, par value $.004
- 91,500
Stock Option (Right to Buy)
Exercise: $27.58From: 2020-03-11Exp: 2029-03-11→ Common Stock (91,500 underlying) - 13,482
Stock Option (Right to Buy)
Exercise: $48.91From: 2022-03-11Exp: 2031-03-11→ Common Stock (13,482 underlying) - 8,820
Stock Option (Right to Buy)
Exercise: $36.13From: 2023-03-15Exp: 2032-03-15→ Common Stock (8,820 underlying) - 6,394
Stock Option (Right to Buy)
Exercise: $62.04From: 2024-03-06Exp: 2033-03-06→ Common Stock (6,394 underlying) - 4,602
Stock Option (Right to Buy)
Exercise: $79.73From: 2025-03-11Exp: 2034-03-11→ Common Stock (4,602 underlying) - 5,040
Stock Option (Right to Buy)
Exercise: $82.39From: 2026-03-11Exp: 2035-03-11→ Common Stock (5,040 underlying) - 15,762
Stock Option (Right to Buy)
Exercise: $91.51From: 2027-03-11Exp: 2036-03-11→ Common Stock (15,762 underlying)
Footnotes (1)
- [F1]This transaction was executed in multiple trades at prices ranging from $100.07 to $100.36. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Signature
Rebecca Thompson|2026-04-28