Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director | May 29, 2026 | June 01, 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 May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 15,252 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Sale · Disposed 19,000 · Balance 15,252 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 | IndirectCustodian for the benefit of his grandchildren | 9,250 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,250 |
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 6,249 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,249 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $62.03 · Expires 2033-03-06 | Direct | 31,968 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 31,968 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.73 · Expires 2034-03-11 | Direct | 22,338 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 22,338 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.39 · Expires 2035-03-11 | Direct | 7,329 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,329 |
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 |
|---|---|---|---|---|---|---|
| December 01, 2016 Filed Dec 2, 2016 14:36 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-16-000237 · wf-form4_148068937137781.xml · nonDerivative · entry 1 Fields Gary D · CIK 0001642826 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,699 F1 · shares: Restricted Stock Grant, vesting ratably over five 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.