Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Chief Administration Officer | May 14, 2026 | May 15, 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 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 13,463 |
Ending reported balance
After 2026-05-14 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-05-14 · Exercise / conversion · Acquired 2,084 · Balance 15,547 Row 2 · 2026-05-14 · Sale · Disposed 2,084 · Balance 13,463 F1: This transaction was executed in multiple trades at prices ranging from $138.30 to $138.54. 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. Row 3 · 2026-05-14 · Exercise / conversion · Acquired 1,069 · Balance 14,532 Row 4 · 2026-05-14 · Sale · Disposed 1,069 · Balance 13,463 F2: Shares sold at an exact price. A breakdown is not applicable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.73 · Expires 2034-03-11 | Direct | 1,042 |
Reported balance
After 2026-05-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-14 · Exercise / conversion · Disposed 2,084 · Balance 1,042 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.39 · Expires 2035-03-11 | Direct | 2,138 |
Reported balance
After 2026-05-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-14 · Exercise / conversion · Disposed 1,069 · Balance 2,138 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $91.51 · Expires 2036-03-11 | Direct | 10,029 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,029 |
| Common Stock, par value $.004SEC Table I · non-derivative | Indirect401(k) Plan | 2,282 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,282 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $138.30 to $138.54. 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.
F2: 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 |
|---|---|---|---|---|---|---|
| June 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,036 | $95.01 Strike: $54.20 | $98,430.36 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · derivative · entry 10 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,072 Underlying: Common Stock · 1,036 shares Expires 2032-03-15 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. F1 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.04. 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 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,607 | $95.01 Strike: $64.47 | $152,681.07 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · derivative · entry 9 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,607 Underlying: Common Stock · 1,607 shares Expires 2031-06-07 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. F1 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.04. 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 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 554 | $95.01 | $52,635.54 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 7 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 F1 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.04. 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 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 554 | $53.11 | $29,422.94 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 6 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 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 |
| June 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,036 | $95.01 | $98,430.36 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 5 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 F1 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.04. 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 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 1,036 | $54.20 | $56,151.20 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 4 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,482 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 |
| June 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,607 | $95.01 | $152,681.07 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 3 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 F1 · price: This transaction was executed in multiple trades at prices ranging from $95.00 to $95.04. 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 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 1,607 | $64.47 | $103,603.29 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 2 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,053 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 |
| June 07, 2023 Filed Jun 8, 2023 19:45 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 60 | $95.58 | $5,734.80 |
DisclosureSEC source: 0000824142-23-000133 · wk-form4_1686253548.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 Read SEC document |
| May 30, 2023 Filed May 31, 2023 15:28 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 31 | $88.36 | $2,739.16 |
DisclosureSEC source: 0000824142-23-000127 · wk-form4_1685546898.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,506 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 18:58 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 79 | $88.31 | $6,976.49 |
DisclosureSEC source: 0000824142-23-000064 · wf-form4_167899308272414.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 15:35 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,607 | $92.63 Strike: $64.47 | $148,856.41 |
DisclosureSEC source: 0000824142-23-000036 · wf-form4_167846254178111.xml · derivative · entry 5 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 Underlying: Common Stock · 1,607 shares Expires 2031-06-07 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $92.30 to $93.12. 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 09, 2023 Filed Mar 10, 2023 15:35 UTC | AAON, INC. AAON · Entity 130 | SaleCommon Stock, par value $.004 | 1,607 | $92.63 | $148,856.41 |
DisclosureSEC source: 0000824142-23-000036 · wf-form4_167846254178111.xml · nonDerivative · entry 3 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,616 F2 · price: This transaction was executed in multiple trades at prices ranging from $92.30 to $93.12. 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 09, 2023 Filed Mar 10, 2023 15:35 UTC | AAON, INC. AAON · Entity 130 | Exercise / conversionCommon Stock, par value $.004 | 1,607 | $64.47 | $103,603.29 |
DisclosureSEC source: 0000824142-23-000036 · wf-form4_167846254178111.xml · nonDerivative · entry 2 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,223 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 |
| March 06, 2023 Filed Mar 10, 2023 15:35 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 831 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-23-000036 · wf-form4_167846254178111.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,616 F1 · shares: This stock award is granted under the Issuer's 2016 Long Term Incentive Plan and is exercisable or vests ratably on each of the first three anniversaries of the date of the grant. Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 14:13 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 75 | $55.45 | $4,158.75 |
DisclosureSEC source: 0000824142-22-000148 · wf-form4_165469757826102.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442 Read SEC document |
| June 07, 2022 Filed Jul 27, 2022 22:03 UTC Amendment | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 75 | $55.45 | $4,158.75 |
DisclosureSEC source: 0000824142-22-000159 · wf-form4a_165895941674487.xml · nonDerivative · entry 2 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 Read SEC document |
| May 30, 2022 Filed Jul 27, 2022 22:03 UTC Amendment | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-22-000159 · wf-form4a_165895941674487.xml · nonDerivative · entry 1 Kidwell Casey · CIK 0001929992 · VP, Administration 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 F1 · shares: The original Form 4, filed on June 8, 2022, is being amended by this Form 4 amendment, solely to disclose an administrative error, which did not report a grant that occurred on May 30, 2022 for a total of 343 restricted awards. This restricted stock award is granted under the Issuer's 2016 Long Term Incentive Plan and vests ratably on each of the first three anniversaries of the date of the grant. The number of shares presented above represents the current shares beneficially owned by the reporting person. 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.