Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director | December 13, 2021 | December 14, 2021 |
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 December 13, 2021 · Filed December 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 66,037 |
Reported balance
After 2021-12-13 transaction · row 1
1 source rowRow 1 · 2021-12-13 · Sale · Disposed 1,000 · Balance 66,037 F1: All shares sold at an exact price. A breakdown is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares sold at an exact price. A breakdown is not applicable.
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 |
|---|---|---|---|---|---|---|
| December 13, 2021 Filed Dec 14, 2021 23:16 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,000 | $80.71 | $80,710.00 |
DisclosureSEC source: 0000824142-21-000172 · wf-form4_163952377160201.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,037 F1 · price: All shares sold at an exact price. A breakdown is not applicable. Read SEC document |
| December 03, 2021 Filed Dec 3, 2021 23:21 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 687 | $79.06 | $54,314.22 |
DisclosureSEC source: 0000824142-21-000161 · wf-form4_163857365629484.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,037 F1 · price: This transaction was executed in multiple trades at prices ranging from $78.70 to $79.22. 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 23, 2021 Filed Nov 24, 2021 22:36 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,615 | $77.69 | $125,469.35 |
DisclosureSEC source: 0000824142-21-000148 · wf-form4_163779336125605.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,724 F1 · price: This transaction was executed in multiple trades at prices ranging from $77.17 to $78.03. 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 |
| September 13, 2021 Filed Sep 14, 2021 21:32 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 688 | $65.39 | $44,988.32 |
DisclosureSEC source: 0000824142-21-000122 · wf-form4_163165509885735.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,339 Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:29 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-21-000089 · wf-form4_162092334745521.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,027 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over one year (the duration of the director's remaining term). Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 00:37 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 2,000 | $75.00 | $150,000.00 |
DisclosureSEC source: 0000824142-21-000042 · wf-form4_161550943509657.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,619 Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 14:57 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 3,000 | $65.00 | $195,000.00 |
DisclosureSEC source: 0000824142-20-000172 · wf-form4_160519302796008.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,619 Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 19:19 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 10,124 | $60.38 | $611,287.12 |
DisclosureSEC source: 0000824142-20-000147 · wf-form4_159725997510076.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,619 F1 · price: This transaction was executed in multiple trades at prices ranging from $60.00 to $60.60. 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 |
| May 12, 2020 Filed May 13, 2020 18:46 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-20-000100 · wf-form4_158939557078098.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,743 F1 · shares: This Restricted Stock Award is granted under the Issuer's 2016 Long Term Incentive Plan and vests ratably over two years (the duration of the director's remaining term). Read SEC document |
| May 14, 2019 Filed May 16, 2019 14:32 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-19-000106 · wf-form4_155801715318565.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,831 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over three years (the duration of the director's remaining term). Read SEC document |
| May 15, 2018 Filed May 16, 2018 21:47 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-18-000055 · wf-form4_152650720721772.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,985 F1 · shares: Restricted Stock Grant, vesting ratably over three years. 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: 0000824142-17-000093 · wf-form4_149497119787094.xml · nonDerivative · entry 1 Lackey Paul K Jr · CIK 0001408648 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,923 F1 · shares: Restricted Stock Grant, vesting ratably over three years. 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.