Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Vice President | January 04, 2017 | January 05, 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 January 04, 2017 · Filed January 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 23,095 |
Ending reported balance
After 2017-01-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-04 · Grant · Acquired 2,930 · Balance 23,307 F1: Restricted Stock Grant, vesting ratably over five years Row 2 · 2017-01-04 · Tax withholding · Disposed 212 · Balance 23,095 |
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 8,463 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,463 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.65 · Expires 2022-05-15 | Direct | 13,500 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 13,500 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.93 · Expires 2025-01-02 | Direct | 3,850 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 3,850 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.15 · Expires 2026-01-04 | Direct | 3,080 |
Reported balance
Holding disclosure · report date 2017-01-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,080 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Grant, vesting ratably over five years
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 04, 2017 Filed Jan 5, 2017 16:19 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 212 | $34.10 | $7,229.20 |
DisclosureSEC source: 0000824142-17-000014 · wf-form4_148363316089400.xml · nonDerivative · entry 2 FERGUS ROBERT G · CIK 0001206696 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,095 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 16:19 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 2,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000014 · wf-form4_148363316089400.xml · nonDerivative · entry 1 FERGUS ROBERT G · CIK 0001206696 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,307 F1 · shares: Restricted Stock Grant, vesting ratably over five years Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 18:06 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 283 | $33.05 | $9,353.15 |
DisclosureSEC source: 0000824142-17-000006 · wf-form4_148346677746463.xml · nonDerivative · entry 1 FERGUS ROBERT G · CIK 0001206696 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,377 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.