Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AAON, INC.
Report date January 30, 2026 · Filed February 03, 2026
Section 16 reporting ended · disclosed 2026-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.004SEC Table I · non-derivative | Direct | 14,274 |
Ending reported balance
After 2026-01-30 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-01-30 · Exercise / conversion · Acquired 1,552 · Balance 14,282 F1: On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any. F2: All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable. Row 2 · 2026-01-30 · Tax withholding · Disposed 531 · Balance 13,751 F1: On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any. F2: All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable. Row 3 · 2026-01-30 · Exercise / conversion · Acquired 762 · Balance 14,513 F1: On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any. F2: All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable. Row 4 · 2026-01-30 · Tax withholding · Disposed 239 · Balance 14,274 F1: On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any. F2: 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 | Indirect401(k) Plan | 15,246 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 15,246 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.48 · Expires 2030-03-11 | Direct | 12,696 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,696 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.13 · Expires 2032-03-15 | Direct | 2,646 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,646 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $62.04 · Expires 2033-03-06 | Direct | 2,984 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,984 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.73 · Expires 2034-03-11 | Direct | 3,798 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,798 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.39 · Expires 2035-03-11 | Direct | 3,894 |
Reported balance
Holding disclosure · report date 2026-01-30 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,894 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any.
F2: 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 |
|---|---|---|---|---|---|---|
| January 02, 2019 Filed Jan 4, 2019 23:53 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 204 | $35.07 | $7,154.28 |
DisclosureSEC source: 0000824142-19-000014 · wf-form4_154664598191973.xml · nonDerivative · entry 1 Wakefield Stephen E · CIK 0001757894 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,663 Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 01:46 UTC | AAON, INC. AAON · Entity 130 | Tax withholdingCommon Stock, par value $.004 | 80 | $41.52 | $3,321.60 |
DisclosureSEC source: 0000824142-18-000125 · wf-form4_154233279171959.xml · nonDerivative · entry 1 Wakefield Stephen E · CIK 0001757894 · VP, Engineering 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,867 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.