Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director | March 10, 2017 | March 10, 2017 |
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 March 10, 2017 · Filed March 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 221,399 |
Reported balance
After 2017-03-10 transaction · row 1
1 source rowRow 1 · 2017-03-10 · Sale · Disposed 20,000 · Balance 221,399 F1: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.475. 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 | IndirectIRA | 5,062 |
Reported balance
Holding disclosure · report date 2017-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,062 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.13 · Expires 2020-08-10 | Direct | 10,625 |
Reported balance
Holding disclosure · report date 2017-03-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,625 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.30 · Expires 2023-06-04 | Direct | 11,250 |
Reported balance
Holding disclosure · report date 2017-03-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 11,250 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.475. 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 |
|---|---|---|---|---|---|---|
| March 10, 2017 Filed Mar 10, 2017 23:34 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 20,000 | $35.23 | $704,676.00 |
DisclosureSEC source: 0000824142-17-000051 · wf-form4_148918887632074.xml · nonDerivative · entry 1 Levine Jerry R · CIK 0001435639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,399 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.475. 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 |
| March 02, 2017 Filed Mar 2, 2017 22:43 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 20,000 | $35.38 | $707,640.00 |
DisclosureSEC source: 0000824142-17-000047 · wf-form4_148849459770742.xml · nonDerivative · entry 1 Levine Jerry R · CIK 0001435639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,399 F1 · price: This transaction was executed in multiple trades at prices ranging from $35.35 to $35.45. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.