STOCK TITAN

AAON (AAON) CAO Rebecca Thompson exercises 21,914 options, sells matching shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

AAON, INC. Chief Accounting Officer Rebecca Thompson reported an exercise-and-sale transaction in company stock. She exercised 21,914 shares of stock options at $29.48 per share and sold the same 21,914 shares of common stock in open-market trades at a weighted-average price of $100.21 per share.

After these transactions, she directly holds 27,681 shares of AAON common stock, plus 4,230 shares held indirectly through a 401(k) Plan. She also retains multiple stock option awards, including options on 91,500 shares at an exercise price of $27.58 expiring in 2030 and additional grants at higher exercise prices with expirations through 2036.

Positive

  • None.

Negative

  • None.
Insider Thompson Rebecca
Role Chief Accounting Officer
Sold 21,914 shs ($2.20M)
Type Security Shares Price Value
Exercise Stock Option (Right to Buy) 21,914 $29.48 $646K
Exercise Common Stock, par value $.004 21,914 $29.48 $646K
Sale Common Stock, par value $.004 21,914 $100.21 $2.20M
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Common Stock, par value $.004 -- -- --
Holdings After Transaction: Stock Option (Right to Buy) — 9,672 shares (Direct, null); Common Stock, par value $.004 — 27,681 shares (Direct, null); Common Stock, par value $.004 — 4,230 shares (Indirect, 401(k) Plan)
Footnotes (1)
  1. [object Object]
Shares sold 21,914 shares Open-market sale of common stock at weighted-average $100.21
Sale price $100.21 per share Weighted-average sale price; individual trades $100.00–$101.72
Options exercised 21,914 shares Stock options exercised at $29.48 per share
Direct holdings after 27,681 shares Common stock directly owned following transactions
Indirect 401(k) holdings 4,230 shares Common stock held through 401(k) Plan
Largest remaining option grant 91,500 shares at $27.58 Stock options expiring in 2030
Highest exercise price option $91.51 per share Stock options on 15,762 shares expiring in 2036
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Stock Option (Right to Buy) financial
""security_title": "Stock Option (Right to Buy)""
401(k) Plan financial
""nature_of_ownership": "401(k) Plan""
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
weighted average sales price financial
"The price reported above reflects the weighted average sales price."
derivative exercise/conversion financial
""transaction_action": "derivative exercise/conversion""
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Thompson Rebecca

(Last)(First)(Middle)
2425 S YUKON AVE

(Street)
TULSA OKLAHOMA 74107

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AAON, INC. [ AAON ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/24/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)
04/27/2026
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, par value $.00404/24/2026M21,914A$29.4827,681D
Common Stock, par value $.00404/24/2026S21,914D$100.21(1)27,681D
Common Stock, par value $.0044,230I401(k) Plan
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (Right to Buy)$27.5803/11/202003/11/2029Common Stock91,50091,500D
Stock Option (Right to Buy)$29.4804/24/2026M21,91403/11/202103/11/2030Common Stock21,914$29.489,672D
Stock Option (Right to Buy)$48.9103/11/202203/11/2031Common Stock13,48213,482D
Stock Option (Right to Buy)$36.1303/15/202303/15/2032Common Stock8,8208,820D
Stock Option (Right to Buy)$62.0403/06/202403/06/2033Common Stock6,3946,394D
Stock Option (Right to Buy)$79.7303/11/202503/11/2034Common Stock4,6024,602D
Stock Option (Right to Buy)$82.3903/11/202603/11/2035Common Stock5,0405,040D
Stock Option (Right to Buy)$91.5103/11/202703/11/2036Common Stock15,76215,762D
Explanation of Responses:
1. This transaction was executed in multiple trades at prices ranging from $100.00 to $101.72. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Remarks:
Form 4 is being amended solely to correct an inadvertent omission of the Rule 10b5-1(c) checkbox designation
Rebecca Thompson04/29/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did AAON (AAON) report for Rebecca Thompson?

Rebecca Thompson exercised 21,914 stock options and sold 21,914 AAON shares. She exercised options at $29.48 per share, then sold the same number of shares in open-market trades at a weighted-average price of $100.21 per share, according to the Form 4/A filing.

How many AAON (AAON) shares does Rebecca Thompson hold after the Form 4/A?

After the reported transactions, Rebecca Thompson holds 27,681 AAON shares directly. She also has 4,230 shares held indirectly through a 401(k) Plan, in addition to several outstanding stock option awards that can be exercised in future years.

What was the sale price range for Rebecca Thompson’s AAON (AAON) shares?

The AAON shares were sold in multiple trades between $100.00 and $101.72. The Form 4/A reports a weighted-average sale price of $100.21 per share, and notes that detailed trade-level price and share information is available upon request from the reporting person.

What stock options did Rebecca Thompson exercise in the AAON (AAON) filing?

She exercised stock options covering 21,914 AAON shares at $29.48 per share. The transaction is coded as a derivative exercise, converting stock options into common shares, which were then sold in open-market trades on the same reported date.

What AAON (AAON) stock options does Rebecca Thompson still hold after this Form 4/A?

She retains several AAON stock option grants with various exercise prices and maturities. These include options on 91,500 shares at $27.58 per share expiring in 2030, plus additional grants at $48.91, $36.13, $62.04, $79.73, $82.39 and $91.51 expiring through 2036.

Is Rebecca Thompson’s AAON (AAON) transaction a routine exercise-and-sale pattern?

The filing shows a classic exercise-and-sale pattern: options exercised then shares sold. She exercised 21,914 options at $29.48 and sold 21,914 shares around $100.21. She continues to hold common shares and a sizable portfolio of unexercised stock options.