AAON.NASDAQAaon, INC

Form 4: AAON Inc. Executive Robert Teis Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Robert Teis, VP of Business Technology at AAON, Inc., reports the vesting of performance restricted stock units and related tax withholding transactions.

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

Summary

  • On January 28, 2025, Robert Teis, VP of Business Technology at AAON, Inc., reported transactions involving AAON's common stock.
  • Performance restricted stock units granted on September 2, 2022, vested at 196% of the performance target.
  • Mr. Teis acquired 2,769 shares at $111.77 due to the vesting of these units.
  • 876 shares were disposed of at $111.77 to cover tax liabilities related to the vesting.
  • Following these transactions, Mr. Teis directly owns 12,543 shares of AAON common stock.
  • He also indirectly owns 2,152 shares through a 401(k) plan.
  • Mr. Teis also holds multiple stock options with various exercise prices and expiration dates.

Sentiment

Score: 7

Explanation: The document indicates positive performance as the restricted stock units vested at almost double the performance target. The executive is maintaining a significant stake in the company.

Positives

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

Industry Context

Executive stock transactions are a normal part of corporate governance and compensation practices. The vesting of performance-based equity suggests the company is meeting its performance goals.

Comparison to Industry Standards

  • Executive compensation packages often include stock options and restricted stock units to align management's interests with those of shareholders.
  • Vesting schedules and performance targets are typically benchmarked against industry peers to ensure competitiveness and incentivize performance.
  • Companies like Carrier Global, Trane Technologies, and Johnson Controls also utilize similar equity-based compensation strategies for their executives.

Stakeholder Impact

  • Shareholders may view the vesting of performance-based equity as a positive sign of company performance.
  • Employees may be motivated by the achievement of performance targets that lead to executive compensation.

Key Dates

DateDescription
02/28/2019Date of stock options exercisable, expiring 02/28/2028, at a price of $24.5
03/11/2020Date of stock options exercisable, expiring 03/11/2029, at a price of $27.58
03/11/2021Date of stock options exercisable, expiring 03/11/2030, at a price of $29.48
03/11/2022Date of stock options exercisable, expiring 03/11/2031, at a price of $48.91
09/02/2022Date performance restricted stock units were granted.
03/06/2024Date of stock options exercisable, expiring 03/06/2033, at a price of $62.03
01/28/2025Date of the reported transactions: vesting of restricted stock units and tax withholding.
03/11/2025Date of stock options exercisable, expiring 03/11/2034, at a price of $79.73
01/29/2025Date of signature of the reporting person.

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