Form 4: AAON CFO Reports Routine Stock Disposition
Insider Transaction Report
AAON's Chief Financial Officer, Rebecca Thompson, reported the disposition of common stock, likely for tax purposes, and updated her beneficial ownership.
Summary
- Rebecca Thompson, Chief Financial Officer of AAON, Inc. (AAON), reported transactions on March 12, 2026.
- She disposed of 155 shares of Common Stock at a price of $91.51 per share.
- Additionally, she disposed of another 169 shares of Common Stock at $91.51 per share.
- Following these transactions, her direct beneficial ownership of Common Stock is 26,142 shares.
- She also indirectly owns 4,225 shares of Common Stock through a 401(k) Plan.
- Thompson holds various stock options with exercise prices ranging from $27.58 to $82.39, with expiration dates between March 2029 and March 2035.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing. It is a routine disclosure of an insider's stock transactions, likely for tax purposes (indicated by 'F' transaction code), and does not indicate a significant change in company fundamentals or outlook.
Future Outlook
This Form 4 filing is a compliance document reporting insider transactions and does not contain any forward-looking statements or guidance regarding the company's future outlook.
Industry Context
StockSavvy.ai notes that routine insider filings like Form 4 provide transparency into executive stock ownership and transactions, which is standard practice across all industries for publicly traded companies. This specific filing is a compliance report and does not indicate broader industry trends.
Comparison to Industry Standards
- This Form 4 filing is a standard disclosure, consistent with SEC regulations for reporting insider transactions across publicly traded companies in the U.S. There are no specific company or project comparisons relevant to this type of routine compliance report.
Stakeholder Impact
- Shareholders gain transparency into the Chief Financial Officer's direct and indirect stock holdings and recent transactions, which is a standard aspect of corporate governance.
Key Dates
| Date | Description |
|---|---|
| 03/11/2020 | Grant date for 91,500 stock options with an exercise price of $27.58. |
| 03/11/2021 | Grant date for 41,565 stock options with an exercise price of $29.48. |
| 03/11/2022 | Grant date for 13,482 stock options with an exercise price of $48.91. |
| 03/15/2023 | Grant date for 8,820 stock options with an exercise price of $36.13. |
| 03/06/2024 | Grant date for 6,394 stock options with an exercise price of $62.04. |
| 03/11/2025 | Grant date for 4,602 stock options with an exercise price of $79.73. |
| 03/11/2026 | Grant date for 5,040 stock options with an exercise price of $82.39. |
| 03/12/2026 | Transaction date for the disposition of common stock. |
| 03/16/2026 | Signature date of the reporting person. |
| 03/11/2029 | Expiration date for stock options granted on 03/11/2020. |
| 03/11/2030 | Expiration date for stock options granted on 03/11/2021. |
| 03/11/2031 | Expiration date for stock options granted on 03/11/2022. |
| 03/15/2032 | Expiration date for stock options granted on 03/15/2023. |
| 03/06/2033 | Expiration date for stock options granted on 03/06/2024. |
| 03/11/2034 | Expiration date for stock options granted on 03/11/2025. |
| 03/11/2035 | Expiration date for stock options granted on 03/11/2026. |
Recommendation
holdThis Form 4 filing is a routine disclosure of an insider's stock transactions, specifically a disposition of a small number of shares, likely for tax withholding purposes. It does not provide new information regarding the company's financial performance, strategic direction, or operational health that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as there's no new fundamental data to alter an existing investment thesis.
Keywords
AAON, Rebecca Thompson, CFO, Form 4, Insider Transaction, Stock Options, Common Stock, Beneficial Ownership
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