AAON.NASDAQAaon, INC

Form 4: AAON Inc. Executive Director Wichman Reports Stock Transactions

Sentiment:

SEC Form 4


Executive Director Gordon Douglas Wichman reports stock transactions related to vested performance restricted stock units and tax withholdings.

Better than expectedThe vesting of performance restricted stock units at 196% of the performance target suggests that the company exceeded its performance goals.

Summary

  • On January 28, 2025, Gordon Douglas Wichman, an Executive Director of AAON, INC., reported transactions involving AAON's common stock.
  • These transactions include the vesting of 6,017 performance restricted stock units at 196% of the performance target, resulting in the acquisition of shares at a price of $111.77.
  • 1,536 shares were disposed of to cover the reporting person's tax liability at a price of $111.77.
  • Following these transactions, Wichman directly owns 12,428 shares of common stock and indirectly owns 3,769 shares through a 401(k) plan.
  • Wichman also holds various stock options to buy common stock at prices ranging from $21.58 to $79.73, with expiration dates between 2028 and 2034.

Sentiment

Score: 7

Explanation: The sentiment is neutral to positive. The vesting of performance-based equity at above target levels is a positive indicator. The transactions themselves are routine.

Positives

  • The vesting of performance restricted stock units at 196% suggests strong company performance relative to targets.

Industry Context

This filing is a routine disclosure of insider transactions, which are common for executives at publicly traded companies. It provides transparency into the executive's holdings and recent trading activity.

Comparison to Industry Standards

  • Executive compensation packages often include a mix of salary, stock options, and restricted stock units.
  • The vesting of performance-based equity awards is a common practice to align executive incentives with company performance.
  • Tax withholding on vested equity is a standard procedure.

Stakeholder Impact

  • The vesting of performance-based equity can be viewed positively by shareholders as it aligns executive compensation with company performance.

Key Dates

DateDescription
10/23/2019Date of Stock Option grant with exercise price of $21.58 and expiration date of 10/23/2028
03/11/2020Date of Stock Option grant with exercise price of $27.58 and expiration date of 03/11/2029
03/11/2021Date of Stock Option grant with exercise price of $29.48 and expiration date of 03/11/2030
03/11/2022Date of Stock Option grant with exercise price of $48.91 and expiration date of 03/11/2031
03/15/2022Date of grant for performance restricted stock units that vested on 01/28/2025
03/15/2023Date of Stock Option grant with exercise price of $36.13 and expiration date of 03/15/2032
03/06/2024Date of Stock Option grant with exercise price of $62.04 and expiration date of 03/06/2033
03/11/2025Date of Stock Option grant with exercise price of $79.73 and expiration date of 03/11/2034
01/28/2025Date of reported stock transactions, including vesting of performance restricted stock units and tax withholdings.
01/29/2025Date of signature for the Form 4 filing.

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