AAON CFO files Form 3 showing equity holdings
Accepted by SEC EDGAR
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Sentiment and the balance of points
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Form Type
3
Rhea-AI Filing Summary
AAON, INC. Chief Financial Officer Cheung Chung Kin filed an initial Form 3 showing his equity holdings in the company. He reports direct ownership of 2,034 shares of Common Stock.
He also holds a stock option covering 5,211 shares of Common Stock with an exercise price of $97.90 per share, expiring on April 20, 2036. According to the award terms, this option was granted under AAON's 2024 Long Term Incentive Plan and vests ratably on each of the first three anniversaries of the grant date.
Insider Trade Summary
Holdings reported, no transactions
Holdings
Insider
Cheung Chung Kin
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Holding | Stock Option (Right to Buy) | -- | -- | -- |
| Holding | Common Stock, par value $.004 | -- | -- | -- |
Holdings:
Stock Option (Right to Buy) — 5,211 contracts (Direct);
Common Stock, par value $.004 — 2,034 shares (Direct)
Footnotes (1)
- F1. This stock award is granted under the Issuer's 2024 Long Term Incentive Plan and is exercisable or vests ratably on each of the first three anniversaries of the date of the grant.
Key Figures
Direct common shares: 2,034 shares
Option underlying shares: 5,211 shares
Option exercise price: $97.90 per share
+2 more
5 metrics
Direct common shares
2,034 shares
Total common stock directly owned following the reported holdings
Option underlying shares
5,211 shares
Common shares underlying stock option (right to buy)
Option exercise price
$97.90 per share
Exercise price for the stock option granted under 2024 Long Term Incentive Plan
Option expiration date
April 20, 2036
Expiration date of the stock option position
Vesting schedule
3 annual tranches
Option vests ratably on each of the first three anniversaries of grant
Key Terms
Stock Option (Right to Buy), Long Term Incentive Plan, vests ratably, beneficial ownership
4 terms
Stock Option (Right to Buy) financial
"security_title: "Stock Option (Right to Buy)""
Long Term Incentive Plan financial
"granted under the Issuer's 2024 Long Term Incentive Plan"
A long term incentive plan is a company program that awards executives and key employees bonuses—often in stock, options, or cash—only if the business meets multi-year performance goals. It links management pay to company results—like tying a coach’s bonus to a team’s multi-season record—so investors monitor it for how leaders are motivated, potential share dilution, and signals about the company’s long-term priorities.
vests ratably financial
"is exercisable or vests ratably on each of the first three anniversaries"
beneficial ownership financial
"Form 3 initial beneficial ownership statement for the reporting person"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does AAON (AAON) Chief Financial Officer Cheung Chung Kin report on this Form 3?
Cheung Chung Kin reports his initial beneficial ownership in AAON. He directly holds 2,034 shares of common stock and a stock option over 5,211 shares, giving investors a clear view of his current equity stake and incentive alignment.
What stock option position does the AAON (AAON) CFO disclose on this Form 3?
He discloses a stock option labeled “Stock Option (Right to Buy)” over 5,211 AAON common shares. The option has a $97.90 exercise price and expires on April 20, 2036, providing long-dated equity exposure tied to AAON’s share performance.
How and when does the AAON (AAON) CFO’s stock option vest?
The stock option vests ratably over three years. It was granted under AAON’s 2024 Long Term Incentive Plan and becomes exercisable in equal portions on each of the first three anniversaries of the grant date, aligning compensation with multi‑year performance.
Is this AAON (AAON) Form 3 showing a new buy or sell transaction by the CFO?
No specific buy or sell transaction is reported; the filing records existing holdings. Form 3 is an initial beneficial ownership statement, listing the CFO’s current common shares and option awards rather than reporting open‑market purchases or sales.
AI-generated analysis. How Rhea-AI works. Not financial advice.
