Thompson Rebecca 4/A
4/A · AAON, INC. · Filed Apr 29, 2026
Research Summary
AI-generated summary of this filing
AAON (AAON) Chief Accounting Officer Rebecca Thompson Exercises Options, Sells Shares
What Happened
Rebecca Thompson, Chief Accounting Officer of AAON, exercised 7,292 stock options on April 23, 2026 at an exercise price of $29.48 per share (cost $214,968) and then sold the 7,292 shares in the open market at a weighted-average price of $100.10 per share, generating proceeds of roughly $729,929. The filing shows both the option exercise (transaction code M) and the resulting sale (transaction code S), indicating a cashless exercise followed by an immediate disposition.
Key Details
- Transaction date: April 23, 2026.
- Exercise: 7,292 shares at $29.48 each — total exercise cost $214,968 (coded M).
- Sale: 7,292 shares at a weighted-average price of $100.10 — total proceeds ~$729,929 (coded S).
- Footnote: The sale was executed in multiple trades at prices between $100.00 and $100.25; $100.10 is the weighted average. Reporting person will provide detailed trade-level info on request (footnote F1).
- Filing status: This Form 4 is amended solely to correct an inadvertent omission of the Rule 10b5-1(c) checkbox designation (indicating a planned trade).
- Shares owned after transaction: Not specified in the provided filing.
Context
Because the options were exercised and the resulting shares were sold the same day, this is effectively a cashless exercise rather than a new long-term purchase signal. The amendment to add the Rule 10b5-1 designation suggests the sale may have been executed under a prearranged trading plan; the filing does not provide motive or additional context beyond the transactions.
Insider Transaction Report
- Exercise/Conversion
Common Stock, par value $.004
2026-04-23$29.48/sh+7,292$214,968→ 27,681 total - Sale
Common Stock, par value $.004
[F1]2026-04-23$100.10/sh−7,292$729,929→ 27,681 total - Exercise/Conversion
Stock Option (Right to Buy)
2026-04-23$29.48/sh−7,292$214,968→ 9,672 totalExercise: $29.48From: 2021-03-11Exp: 2030-03-11→ Common Stock (7,292 underlying)
- 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 $100.00 to $100.25. 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.