Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAON, INC.AAON · Entity 130 | Director | May 12, 2026 | May 14, 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 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 75,380 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,290 · Balance 75,380 F1: Restricted Stock Grant, vesting ratably on an annual basis over two years (the duration of the director's remaining term). |
| Common Stock, par value $.004SEC Table I · non-derivative | IndirectBy Spouse | 60,977 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,977 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Grant, vesting ratably on an annual basis over two years (the duration of the director's remaining term).
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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 14, 2026 22:50 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001408104-26-000001 · wk-form4_1778799020.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,380 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over two years (the duration of the director's remaining term). Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:10 UTC Amendment | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,534 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-25-000157 · wk-form4a_1747339819.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,090 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over three years (the duration of the director's remaining term). F2 · shares: Amended FORM 4 filed to increase shares granted by 110 shares to 1,534 shares (originally filed as 1,424 shares). Amended FORM 4 filing (originally filed May 15, 2025) was timely filed within the 2 business days after the original transaction date. Read SEC document |
| May 13, 2025 Filed May 15, 2025 14:06 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-25-000140 · wk-form4_1747317981.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,980 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over three years (the duration of the director's remaining term). Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 00:50 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 60,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-24-000236 · wk-form4_1733446220.xml · nonDerivative · entry 2 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 60,977 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 00:50 UTC | AAON, INC. AAON · Entity 130 | GiftCommon Stock, par value $.004 | 60,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-24-000236 · wk-form4_1733446220.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,556 Read SEC document |
| May 21, 2024 Filed May 23, 2024 14:26 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-24-000143 · wk-form4_1716474399.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,533 F1 · shares: Restricted Stock Grant, vesting one year from the date of the award (the duration of the director's remaining term). F2 · balance_after: The number of securities beneficially owned for each stock award has been updated to reflect the August 16, 2023 stock split as disclosed in the Company's Form 8-K dated June 6, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 16:30 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,180 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-23-000107 · wk-form4_1684341006.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,167 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over two years (the duration of the director's remaining term). Read SEC document |
| May 12, 2022 Filed May 13, 2022 21:30 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,836 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-22-000111 · wf-form4_165247734633931.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,987 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over three years (the duration of the director's remaining term). Read SEC document |
| May 11, 2021 Filed May 13, 2021 16:44 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,408 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-21-000095 · wf-form4_162092422818745.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,151 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over one year (the duration of the director's remaining term). Read SEC document |
| May 12, 2020 Filed May 13, 2020 18:56 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-20-000106 · wf-form4_158939619420243.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,743 F1 · shares: This Restricted Stock Award is granted under the Issuer's 2016 Long Term Incentive Plan and vests ratably over two years (the duration of the director's remaining term). Read SEC document |
| May 14, 2019 Filed May 16, 2019 14:30 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 1,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-19-000104 · wf-form4_155801701298235.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,831 F1 · shares: Restricted Stock Grant, vesting ratably on an annual basis over three years (the duration of the director's remaining term). Read SEC document |
| May 15, 2018 Filed May 16, 2018 21:33 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-18-000049 · wf-form4_152650641651255.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,985 F1 · shares: Restricted Stock Grant, vesting ratably over three years. Read SEC document |
| May 16, 2017 Filed May 16, 2017 21:45 UTC | AAON, INC. AAON · Entity 130 | GrantCommon Stock, par value $.004 | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000824142-17-000090 · wf-form4_149497113888153.xml · nonDerivative · entry 1 McElroy A H II · CIK 0001408104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,923 F1 · shares: Restricted Stock Grant, vesting ratably over three 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.