Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AAON, INC.
Report date November 08, 2022 · Filed November 10, 2022
Section 16 reporting ended · disclosed 2022-11-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-11-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-08 · Exercise / conversion · Acquired 2,472 · Balance 2,472 Row 2 · 2022-11-08 · Sale · Disposed 2,472 · Balance 0 F1: This transaction was executed in multiple trades at prices ranging from $77.64 to $78.15. 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.36 · Expires 2022-11-16 | Direct | 0 |
Reported balance
After 2022-11-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-08 · Exercise / conversion · Disposed 2,472 · Balance 0 F1: This transaction was executed in multiple trades at prices ranging from $77.64 to $78.15. 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. |
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 1,238 |
Reported balance
Holding disclosure · report date 2022-11-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,238 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $77.64 to $78.15. 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 08, 2022 Filed Nov 10, 2022 15:54 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,472 | $77.88 Strike: $73.36 | $192,519.36 |
DisclosureSEC source: 0000824142-22-000238 · wf-form4_166809566608967.xml · derivative · entry 4 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,472 shares Expires 2022-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: This transaction was executed in multiple trades at prices ranging from $77.64 to $78.15. 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. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 15:54 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 2,472 | $77.88 | $192,519.36 |
DisclosureSEC source: 0000824142-22-000238 · wf-form4_166809566608967.xml · nonDerivative · entry 2 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades at prices ranging from $77.64 to $78.15. 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. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 15:54 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 2,472 | $73.36 | $181,345.92 |
DisclosureSEC source: 0000824142-22-000238 · wf-form4_166809566608967.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 18, 2022 Filed Oct 19, 2022 13:58 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 515 | $56.69 | $29,195.35 |
DisclosureSEC source: 0000824142-22-000214 · wf-form4_166618791083333.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: All shares sold at an exact price. A breakdown is not applicable. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 14:56 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,756 | $55.92 Strike: $46.88 | $154,115.52 |
DisclosureSEC source: 0000824142-22-000208 · wf-form4_166498180453200.xml · derivative · entry 4 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,756 shares Expires 2022-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: This transaction was executed in multiple trades at prices ranging from $55.86 to $56.11. 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. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 14:56 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 2,756 | $55.92 | $154,115.52 |
DisclosureSEC source: 0000824142-22-000208 · wf-form4_166498180453200.xml · nonDerivative · entry 2 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.86 to $56.11. 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. Read SEC document |
| October 04, 2022 Filed Oct 5, 2022 14:56 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 2,756 | $46.88 | $129,201.28 |
DisclosureSEC source: 0000824142-22-000208 · wf-form4_166498180453200.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,271 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,500 | $55.48 Strike: $46.88 | $83,220.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · derivative · entry 7 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,756 Underlying: Common Stock · 1,500 shares Expires 2022-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: This transaction was executed in multiple trades at prices ranging from $55.46 to $55.55. 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. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,500 | $55.52 Strike: $46.88 | $83,280.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · derivative · entry 6 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,256 Underlying: Common Stock · 1,500 shares Expires 2022-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: This transaction was executed in multiple trades at prices ranging from $55.49 to $55.54. 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. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,500 | $55.48 | $83,220.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · nonDerivative · entry 4 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 F2 · price: This transaction was executed in multiple trades at prices ranging from $55.46 to $55.55. 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. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 1,500 | $46.88 | $70,320.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · nonDerivative · entry 3 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,015 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,500 | $55.52 | $83,280.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · nonDerivative · entry 2 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.49 to $55.54. 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. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 13:59 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 1,500 | $46.88 | $70,320.00 |
DisclosureSEC source: 0000824142-22-000206 · wf-form4_166489194624580.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,015 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 22:04 UTC | AAON, INC. AAON · Entity 130 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,544 | $54.20 Strike: $54.20 | $300,484.80 |
DisclosureSEC source: 0000824142-22-000191 · wf-form4_166086027785631.xml · derivative · entry 5 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,544 shares Expires 2022-11-16 F5 · shares: Forfeiture of Stock Option Award (granted 03/15/2022) due to resignation, effective August 16, 2022. F3 · derivative.expiration_date: Expiration Date is accelerated due to resignation, effective August 16, 2022. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 22:04 UTC | AAON, INC. AAON · Entity 130 | Disposition to issuerStock Option (Right to Buy) · Derivative | 4,944 | $73.36 Strike: $73.36 | $362,691.84 |
DisclosureSEC source: 0000824142-22-000191 · wf-form4_166086027785631.xml · derivative · entry 4 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Underlying: Common Stock · 4,944 shares Expires 2022-11-16 F4 · shares: Forfeiture of Stock Option Award (granted 03/11/2021) due to resignation, effective August 16, 2022. F3 · derivative.expiration_date: Expiration Date is accelerated due to resignation, effective August 16, 2022. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 22:04 UTC | AAON, INC. AAON · Entity 130 | Disposition to issuerStock Option (Right to Buy) · Derivative | 8,634 | $46.88 Strike: $46.88 | $404,761.92 |
DisclosureSEC source: 0000824142-22-000191 · wf-form4_166086027785631.xml · derivative · entry 3 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,756 Underlying: Common Stock · 8,634 shares Expires 2022-11-16 F2 · shares: Forfeiture of Stock Option Award (granted 04/01/2020) due to resignation, effective August 16, 2022. F3 · derivative.expiration_date: Expiration Date is accelerated due to resignation, effective August 16, 2022. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 22:04 UTC | AAON, INC. AAON · Entity 130 | Disposition to issuerCommon Stock, par value $.004 | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-22-000191 · wf-form4_166086027785631.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Former - Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 F1 · shares: Forfeiture of Restricted Stock Awards due to resignation, effective August 16, 2022: 582 (granted 04/01/2020), 710 (granted 03/11/2021), and 1,529 (granted 03/15/2022). Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 16:19 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 52 | $56.20 | $2,922.40 |
DisclosureSEC source: 0000824142-22-000085 · wf-form4_164908914335498.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,336 Read SEC document |
| March 15, 2022 Filed Mar 15, 2022 22:12 UTC Amendment | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 56 | $70.87 | $3,968.72 |
DisclosureSEC source: 0000824142-22-000053 · wf-form4a_164738232301995.xml · nonDerivative · entry 2 Stewart Larry Gene · CIK 0001809015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,859 F1 · shares: The original Form 4, filed on March 14, 2022, is being amended by this Form 4 amendment, solely to disclose an administrative error, which did not report a sale that occurred on April 1, 2021 for a total of 56 shares (at $70.87 per share). The number of shares presented above represents the current shares beneficially owned by the reporting person. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 18:30 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-22-000061 · wf-form4_164745543028232.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,388 F1 · shares: This stock award is granted under the Issuer's 2016 Long Term Incentive Plan and vests or is exercisable ratably on each of the first three anniversaries of the date of the grant. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 00:29 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 120 | $53.84 | $6,460.80 |
DisclosureSEC source: 0000824142-22-000044 · wf-form4_164730417387555.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 22:12 UTC Amendment | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 120 | $53.84 | $6,460.80 |
DisclosureSEC source: 0000824142-22-000053 · wf-form4a_164738232301995.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 23:21 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-21-000056 · wf-form4_161585048815572.xml · nonDerivative · entry 1 Stewart Larry Gene · CIK 0001809015 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035 F1 · shares: This stock award is granted under the Issuer's 2016 Long Term Incentive Plan and vests or is exercisable ratably on each of the first three anniversaries of the date of the grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.