Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director · 10% owner | September 01, 2026 | September 02, 2026 |
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.
AAON, INC.
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | IndirectTrustee of trusts | 11,482,401 |
Reported balance
After 2026-09-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-01 · Gift · Disposed 100,000 · Balance 11,482,401 F1: Represents a bona fide gift of shares of common stock from the shareholder's revocable trust to a charitable organization. |
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 98,794 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 98,794 |
| Common Stock, par value $.004SEC Table I · non-derivative | IndirectPrivate Foundation | 1,201,290 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,201,290 |
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 10,837 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,837 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.63 · Expires 2028-01-02 | Direct | 173,550 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 173,550 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.93 · Expires 2027-02-22 | Direct | 53,805 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 53,805 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.58 · Expires 2029-03-11 | Direct | 285,000 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 285,000 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.91 · Expires 2031-03-11 | Direct | 16,429 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 16,429 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.48 · Expires 2030-03-11 | Direct | 118,320 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 118,320 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a bona fide gift of shares of common stock from the shareholder's revocable trust to a charitable organization.
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 |
|---|---|---|---|---|---|---|
| January 02, 2018 Filed Jan 3, 2018 20:09 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-18-000005 · wf-form4_151501014659240.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,139,594 F1 · shares: Equity award granted under the Issuer's 2016 Long-Term Incentive Plan, vesting ratably on each of the first five anniversaries of the date of the grant. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 16:12 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000162 · wf-form4_151326793767997.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,134,994 Read SEC document |
| September 08, 2017 Filed Sep 11, 2017 13:00 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000138 · wf-form4_150513479830502.xml · nonDerivative · entry 2 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee of trusts Disclosed balance after: 553,288 Read SEC document |
| September 08, 2017 Filed Sep 11, 2017 13:00 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 2,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000138 · wf-form4_150513479830502.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,135,384 Read SEC document |
| May 20, 2017 Filed May 22, 2017 21:54 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 3,068 | $36.65 | $112,442.20 |
DisclosureSEC source: 0000824142-17-000108 · wf-form4_149549004379894.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,137,564 Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:46 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 1,594 | $36.65 | $58,420.10 |
DisclosureSEC source: 0000824142-17-000092 · wf-form4_149497118032536.xml · nonDerivative · entry 2 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,140,632 Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:46 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000092 · wf-form4_149497118032536.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,142,226 F1 · shares: Restricted Stock Grant, vesting ratably over three years. Read SEC document |
| March 02, 2017 Filed Mar 2, 2017 22:40 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 165,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000045 · wf-form4_148849439105128.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,139,574 Read SEC document |
| February 26, 2017 Filed Mar 6, 2017 15:28 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 2,410 | $34.50 | $83,145.00 |
DisclosureSEC source: 0000824142-17-000049 · wf-form4_148881408607784.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,137,164 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 14:31 UTC | AAON, INC. AAON · Entity 130 | GrantStock Option (Right to Buy) · Derivative | 35,870 | $0.00 Strike: $34.40 | $0.00 |
DisclosureSEC source: 0000824142-17-000029 · wf-form4_148786029609890.xml · derivative · entry 7 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,870 Underlying: Common Stock · 35,870 shares Expires 2027-02-22 F1 · shares: Equity award granted under the Issuer's 2016 Long-Term Incentive Plan, vesting ratably on each of the first five anniversaries of the date of the grant. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 14:31 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 23,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000029 · wf-form4_148786029609890.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,305,288 F1 · shares: Equity award granted under the Issuer's 2016 Long-Term Incentive Plan, vesting ratably on each of the first five anniversaries of the date of the grant. Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 15:15 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 2,225 | $34.85 | $77,541.25 |
DisclosureSEC source: 0000824142-17-000024 · wf-form4_148553011398080.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,282,108 Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 22:11 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000247 · wf-form4_148166707871918.xml · nonDerivative · entry 2 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Private Foundation Disclosed balance after: 154,000 Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 22:11 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 174,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000247 · wf-form4_148166707871918.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,284,333 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 20:29 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 66,018 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000245 · wf-form4_148131538355273.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Private Foundation Disclosed balance after: 157,375 Read SEC document |
| December 07, 2016 Filed Dec 7, 2016 22:28 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 87,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000239 · wf-form4_148114967112224.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,454,261 Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:07 UTC Amendment | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000243 · wf-form4a_148123123606519.xml · nonDerivative · entry 2 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Private Foundation Disclosed balance after: 223,393 Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:07 UTC Amendment | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 82,179 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000243 · wf-form4a_148123123606519.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,459,323 Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 23:27 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 201,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000235 · wf-form4_148037560633755.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Private Foundation Disclosed balance after: 228,455 Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 23:36 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000231 · wf-form4_147925296670047.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,541,502 Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 20:13 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000229 · wf-form4_147880878227249.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,741,502 Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 18:29 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000215 · wf-form4_147439616572359.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,941,502 Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:11 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000211 · wf-form4_147328268209563.xml · nonDerivative · entry 1 ASBJORNSON NORMAN H · CIK 0000903063 · Director · President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,141,502 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.