Aaon Inc SEC Filings

AAON, Inc. reported an insider transaction by a director on 11/12/2025. The reporting person exercised stock options for 2,786 shares at $36.13 and 767 shares at $31.69, then sold 2,786 shares and 767 shares at a weighted average $105.14.

The sale price reflected trades between $105.00 and $105.52. Following these transactions, the director held 26,340 shares directly. Additional holdings were 5,768 shares via a 401(k) Plan and 9,250 shares as custodian for grandchildren.

AAON, Inc. (AAON) director reported same‑day option exercises and open‑market sales. On 11/11/2025, he exercised 20,976 options at $36.13 and 5,770 options at $31.69, then sold 20,976 and 5,770 shares at a weighted average price of $105.21 (trades ranged from $105.00 to $105.79).

Following the transactions, he directly owned 26,340 AAON shares. Indirect holdings included 5,768 shares in a 401(k) Plan and 9,250 shares as custodian for his grandchildren.

AAON, Inc. announced a regular quarterly cash dividend of $0.10 per share (equivalent to $0.40 annually). The dividend is payable on December 18, 2025 to stockholders of record at the close of business on November 26, 2025. The company furnished a press release as Exhibit 99.1.

AAON, Inc. reported lower profitability despite higher sales. Q3 net sales were $384.2 million versus $327.3 million a year ago, but net income fell to $30.8 million and diluted EPS to $0.37 from $0.63. Gross profit declined as cost of sales rose, while SG&A increased to $63.2 million. Management cited new U.S. tariffs as a significant headwind; a 6.0% tariff surcharge began April 1, with realization seen in Q3 and an expectation of full realization by year-end.

Operating cash flow was -$18.8 million for the first nine months, driven by higher receivables, inventories, and contract assets as BASX-branded demand grew. Debt rose to $360.1 million (revolver), with total assets at $1.53 billion; the revolver capacity was increased to $500 million, and the leverage ratio was 1.73x, within covenant limits. The warranty accrual increased to $27.5 million as warranty expense rose. The company paid a quarterly dividend of $0.10 per share and repurchased $30.0 million of shares in the open market year-to-date, with $70.0 million remaining under its February 2025 authorization.

AAON, Inc. furnished an 8-K announcing financial and operating results and backlog for the third quarter ended September 30, 2025. The company issued a press release (Exhibit 99.1) and will host a teleconference at 9:00 A.M. Eastern on November 6, 2025, with a listen-only webcast registration link provided. A replay will be posted on its investor website. The disclosures under Items 2.02 and 7.01 are furnished, not filed.

AAON (AAON) insider activity: A Form 4 reports that a company officer moved 2,164 shares of AAON common stock on 10/09/2025 via transaction code J, described as a “Transfer of shares into IRA account.” The filing shows a $0 price, indicating a non-sale transfer between accounts.

Following the transfer, the reporting person listed 0 shares held indirectly in a 401(k) Plan and 2,164 shares held indirectly in an IRA. The form was filed by one reporting person.

Matthew J. Tobolski, CEO and director of AAON, filed a Form 4 reporting transactions on 09/15/2025. He reported a disposition of 62,802 shares of AAON common stock and two acquisitions: 12,500 shares (held indirectly by a trustee) and 50,302 shares (held indirectly by spouse as trustee). After these transactions he beneficially owns 10,072 shares directly, 200,904 shares indirectly via trust, 122,371 shares indirectly via spouse’s trust, and 2,196 shares via 401(k). He also holds stock options totaling 30,174 underlying shares exercisable under three option grants.

AAON, Inc. insider Form 4 shows Executive Vice President and director Matthew Shaub purchased 428 shares of AAON common stock on 09/12/2025 at a reported price of $81.7 per share. After the transaction, Mr. Shaub beneficially owned 1,783 shares directly and 508 shares indirectly through a 401(k) plan, for a combined total of 2,291 shares. The filing is signed by Matthew Shaub on 09/15/2025. No derivative transactions or other changes were reported.