AAON, INC.·4

May 13, 4:21 PM ET

Fields Gary D 4

4 · AAON, INC. · Filed May 13, 2026

Research Summary

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AAON (AAON) Director Gary D. Fields Exercises Options, Sells Shares

What Happened
Gary D. Fields, a director of AAON, exercised stock options and immediately sold the resulting shares on May 12, 2026. He exercised 31,271 shares (26,018 at $48.91 and 5,253 at $31.69) for an exercise cost of $1,439,008 and sold those shares in open-market trades for aggregate gross proceeds of approximately $4,192,398 (sales reported at weighted-average prices of $134.07 and $134.05). The filing reports both the option exercises (transaction code M) and the open-market sales (transaction code S).

Key Details

  • Transaction date: 2026-05-12; Form 4 filed 2026-05-13. Filing appears timely.
  • Options exercised: 26,018 shares @ $48.91 ($1,272,540) and 5,253 shares @ $31.69 ($166,468).
  • Shares sold: 26,018 shares (weighted avg $134.07, total ~$3,488,233) and 5,253 shares (weighted avg $134.05, total ~$704,165). Total sale proceeds ≈ $4,192,398.
  • Reported exercise cost (total): $1,439,008; approximate gross profit before taxes/fees ≈ $2.75M.
  • Footnotes: Sales executed in multiple trades; prices ranged $134.00–$137.36 (F1) and $134.00–$136.87 (F2); reported prices are weighted averages. The filer offers to provide trade-level details on request.
  • Shares owned after transaction: not specified in the provided excerpt.

Context
This was a same-day exercise-and-sell (a cashless-type transaction): options were exercised (M) and the shares were immediately sold in the open market (S). Such transactions commonly reflect option exercises to monetize vested awards rather than an outright purchase signal; they are routine for insiders exercising compensation-related options. No indication in the provided data that the reporting person is a 10% owner or that the trade was part of a 10b5-1 plan.

Insider Transaction Report

Form 4
Period: 2026-05-12
Transactions
  • Exercise/Conversion

    Common Stock, par value $.004

    2026-05-12$48.91/sh+26,018$1,272,54060,270 total
  • Sale

    Common Stock, par value $.004

    [F1]
    2026-05-12$134.07/sh26,018$3,488,23334,252 total
  • Exercise/Conversion

    Common Stock, par value $.004

    2026-05-12$31.69/sh+5,253$166,46839,505 total
  • Sale

    Common Stock, par value $.004

    [F2]
    2026-05-12$134.05/sh5,253$704,16534,252 total
  • Exercise/Conversion

    Stock Option (Right to Buy)

    2026-05-12$31.69/sh5,253$166,4680 total
    Exercise: $31.69From: 2021-05-12Exp: 2030-05-12Common Stock (5,253 underlying)
  • Exercise/Conversion

    Stock Option (Right to Buy)

    2026-05-12$48.91/sh26,018$1,272,54021,173 total
    Exercise: $48.91From: 2022-03-11Exp: 2031-03-11Common Stock (26,018 underlying)
Holdings
  • Common Stock, par value $.004

    (indirect: By 401(k))
    6,232
  • Common Stock, par value $.004

    (indirect: By Children)
    9,250
  • Stock Option (Right to Buy)

    Exercise: $36.13From: 2023-03-15Exp: 2032-03-15Common Stock (19,081 underlying)
    19,081
  • Stock Option (Right to Buy)

    Exercise: $62.03From: 2024-03-06Exp: 2033-03-06Common Stock (31,968 underlying)
    31,968
  • Stock Option (Right to Buy)

    Exercise: $79.73From: 2025-03-11Exp: 2034-03-11Common Stock (22,338 underlying)
    22,338
  • Stock Option (Right to Buy)

    Exercise: $82.39From: 2026-03-11Exp: 2035-03-11Common Stock (7,329 underlying)
    7,329
Footnotes (2)
  • [F1]This transaction was executed in multiple trades at prices ranging from $134.00 to $137.36. 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.
  • [F2]This transaction was executed in multiple trades at prices ranging from $134.00 to $136.87. 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
Gary D. Fields|2026-05-13

Documents

1 file
  • 4
    wk-form4_1778703712.xmlPrimary

    FORM 4