AAON, INC.·4

Apr 29, 10:33 AM ET

Thompson Rebecca 4

4 · AAON, INC. · Filed Apr 29, 2026

Research Summary

AI-generated summary of this filing

Updated

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
Period: 2026-04-27
Thompson Rebecca
Chief Accounting Officer
Transactions
  • Exercise/Conversion

    Common Stock, par value $.004

    2026-04-27$29.48/sh+400$11,79228,081 total
  • Sale

    Common Stock, par value $.004

    [F1]
    2026-04-27$100.27/sh400$40,10827,681 total
  • Exercise/Conversion

    Stock Option (Right to Buy)

    2026-04-27$29.48/sh400$11,7929,672 total
    Exercise: $29.48From: 2021-03-11Exp: 2030-03-11Common Stock (400 underlying)
Holdings
  • Common Stock, par value $.004

    (indirect: By 401(k))
    4,230
  • Stock Option (Right to Buy)

    Exercise: $27.58From: 2020-03-11Exp: 2029-03-11Common Stock (91,500 underlying)
    91,500
  • Stock Option (Right to Buy)

    Exercise: $48.91From: 2022-03-11Exp: 2031-03-11Common Stock (13,482 underlying)
    13,482
  • Stock Option (Right to Buy)

    Exercise: $36.13From: 2023-03-15Exp: 2032-03-15Common Stock (8,820 underlying)
    8,820
  • Stock Option (Right to Buy)

    Exercise: $62.04From: 2024-03-06Exp: 2033-03-06Common Stock (6,394 underlying)
    6,394
  • Stock Option (Right to Buy)

    Exercise: $79.73From: 2025-03-11Exp: 2034-03-11Common Stock (4,602 underlying)
    4,602
  • Stock Option (Right to Buy)

    Exercise: $82.39From: 2026-03-11Exp: 2035-03-11Common Stock (5,040 underlying)
    5,040
  • Stock Option (Right to Buy)

    Exercise: $91.51From: 2027-03-11Exp: 2036-03-11Common Stock (15,762 underlying)
    15,762
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

Documents

1 file
  • 4
    wk-form4_1777473198.xmlPrimary

    FORM 4