Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Chief Accounting Officer | June 02, 2026 | June 05, 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 June 02, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 0 |
Reported balance
After 2026-06-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-06-02 · Sale · Disposed 4,230 · Balance 0 F1: All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable. |
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 27,681 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 27,681 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.58 · Expires 2029-03-11 | Direct | 91,500 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 91,500 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.91 · Expires 2031-03-11 | Direct | 13,482 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 13,482 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.13 · Expires 2032-03-15 | Direct | 8,820 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 8,820 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $62.04 · Expires 2033-03-06 | Direct | 6,394 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,394 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.73 · Expires 2034-03-11 | Direct | 4,602 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,602 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.39 · Expires 2035-03-11 | Direct | 5,040 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 5,040 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.51 · Expires 2036-03-11 | Direct | 15,762 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 15,762 |
Filing footnotes · ownership attribution and instrument terms
F1: All shares granted/purchased/converted/sold, as applicable, 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 |
|---|---|---|---|---|---|---|
| June 11, 2019 Filed Jun 12, 2019 23:51 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,100 | $47.97 | $52,767.00 |
DisclosureSEC source: 0000824142-19-000127 · wf-form4_156038348699861.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960 F1 · price: This transaction was executed in multiple trades at prices ranging from $47.95 to $48.00. 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 |
| June 06, 2019 Filed Jun 7, 2019 20:48 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,640 | $48.00 Strike: $21.93 | $126,720.00 |
DisclosureSEC source: 0000824142-19-000119 · wf-form4_155994050918114.xml · derivative · entry 3 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660 Underlying: Common Stock · 2,640 shares Expires 2025-01-02 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 |
| May 20, 2019 Filed May 21, 2019 14:31 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 421 | $46.74 | $19,677.54 |
DisclosureSEC source: 0000824142-19-000114 · wf-form4_155844904841690.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,060 Read SEC document |
| March 11, 2019 Filed Mar 12, 2019 21:31 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-19-000063 · wf-form4_155242628915860.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,481 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 04, 2019 Filed Jan 4, 2019 23:36 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 412 | $35.61 | $14,671.32 |
DisclosureSEC source: 0000824142-19-000010 · wf-form4_154664494559071.xml · nonDerivative · entry 2 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,481 Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:36 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 303 | $35.07 | $10,626.21 |
DisclosureSEC source: 0000824142-19-000010 · wf-form4_154664494559071.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,893 Read SEC document |
| August 21, 2018 Filed Aug 21, 2018 21:01 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 5,533 | $42.69 | $236,203.77 |
DisclosureSEC source: 0000824142-18-000093 · wf-form4_153488529126782.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,196 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.35 to $43.00. 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 |
| August 16, 2018 Filed Aug 17, 2018 20:01 UTC | AAON, INC. AAON · Entity 130 | OtherCommon Stock, par value $.004 | 809 | $40.25 | $32,562.25 |
DisclosureSEC source: 0000824142-18-000087 · wf-form4_153453606523390.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 19:11 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 300 | $33.25 | $9,975.00 |
DisclosureSEC source: 0000824142-18-000070 · wf-form4_153064505316879.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,729 Read SEC document |
| May 20, 2018 Filed May 22, 2018 18:44 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 346 | $31.55 | $10,916.30 |
DisclosureSEC source: 0000824142-18-000063 · wf-form4_152701463296516.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,029 Read SEC document |
| April 01, 2018 Filed Apr 2, 2018 21:24 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 316 | $39.00 | $12,324.00 |
DisclosureSEC source: 0000824142-18-000032 · wf-form4_152270424197515.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,375 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 18:28 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 456 | $37.45 | $17,077.20 |
DisclosureSEC source: 0000824142-18-000010 · wf-form4_151517690188821.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 20:08 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-18-000002 · wf-form4_151501009253590.xml · nonDerivative · entry 2 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,147 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 02, 2018 Filed Jan 3, 2018 20:08 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 635 | $36.95 | $23,463.25 |
DisclosureSEC source: 0000824142-18-000002 · wf-form4_151501009253590.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,847 Read SEC document |
| December 28, 2017 Filed Dec 28, 2017 23:46 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 335 | $36.80 | $12,328.00 |
DisclosureSEC source: 0000824142-17-000164 · wf-form4_151450476913378.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,482 Read SEC document |
| August 15, 2017 Filed Aug 18, 2017 13:56 UTC | AAON, INC. AAON · Entity 130 | OtherCommon Stock, par value $.004 | 292 | $32.70 | $9,548.40 |
DisclosureSEC source: 0000824142-17-000134 · wf-form4_150306460316812.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 13:01 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 339 | $36.85 | $12,492.15 |
DisclosureSEC source: 0000824142-17-000120 · wf-form4_149925967800199.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,817 Read SEC document |
| May 20, 2017 Filed May 22, 2017 21:53 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 408 | $36.65 | $14,953.20 |
DisclosureSEC source: 0000824142-17-000106 · wf-form4_149549000500478.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,156 Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 18:56 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 400 | $35.35 | $14,140.00 |
DisclosureSEC source: 0000824142-17-000069 · wf-form4_149124580494813.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,564 Read SEC document |
| March 16, 2017 Filed Mar 16, 2017 18:36 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,370 | $36.50 | $50,005.00 |
DisclosureSEC source: 0000824142-17-000063 · wf-form4_148968937938749.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,964 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 15:41 UTC | AAON, INC. AAON · Entity 130 | OtherCommon Stock, par value $.004 | 579 | $35.40 | $20,496.60 |
DisclosureSEC source: 0000824142-17-000057 · wf-form4_148941966951799.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 16:27 UTC | AAON, INC. AAON · Entity 130 | GrantStock Option (Right to Buy) · Derivative | 23,000 | $0.00 Strike: $34.10 | $0.00 |
DisclosureSEC source: 0000824142-17-000020 · wf-form4_148363362779630.xml · derivative · entry 4 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Underlying: Common Stock · 23,000 shares Expires 2027-01-04 F2 · shares: This stock option is granted under the Issuer's 2016 Long Term Incentive Plan and is exercisable ratably on each of the first five anniversaries of the date of the grant. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 16:27 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 155 | $34.10 | $5,285.50 |
DisclosureSEC source: 0000824142-17-000020 · wf-form4_148363362779630.xml · nonDerivative · entry 2 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,334 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 16:27 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 4,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000020 · wf-form4_148363362779630.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,489 F1 · shares: Restricted Stock Grant, vesting ratably over five years Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 18:09 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 641 | $33.05 | $21,185.05 |
DisclosureSEC source: 0000824142-17-000010 · wf-form4_148346695825233.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,409 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 14:18 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 339 | $33.40 | $11,322.60 |
DisclosureSEC source: 0000824142-16-000251 · wf-form4_148302109391914.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,050 Read SEC document |
| November 23, 2016 Filed Nov 23, 2016 17:30 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,976 | $33.00 | $65,208.00 |
DisclosureSEC source: 0000824142-16-000233 · wf-form4_147992220161687.xml · nonDerivative · entry 1 Thompson Rebecca · CIK 0001565768 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,389 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.