AAON CAO exercises options, sells 3,153 shares
AAON, Inc. Chief Administration Officer Casey Kidwell reported a mix of stock option exercises and share sales.
Rhea-AI Filing Summary
AAON, Inc. Chief Administration Officer Casey Kidwell reported a mix of stock option exercises and share sales. On May 14, 2026, Kidwell exercised options for a total of 3,153 shares of common stock at strike prices of $82.39 and $79.73 per share and sold 3,153 shares in open-market transactions at prices of $138.31 and $138.30 per share.
After these transactions, Kidwell held 13,463 shares of common stock directly and 2,282 shares indirectly through a 401(k) plan, along with stock options covering 10,029 shares of common stock at an exercise price of $91.51 per share expiring on March 11, 2036.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and sale activity reported; no spread calculated
Exercise and Sale
8 txns
Insider
Kidwell Casey
Role
Chief Administration Officer
Sold
3,153 shs ($436K)
Approx. gross sale proceeds
$436K
Approx. exercise cost
$254K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Option (Right to Buy) | 2,084 | $79.73 | $166K |
| Exercise | Stock Option (Right to Buy) | 1,069 | $82.39 | $88K |
| Exercise | Common Stock, par value $.004 | 2,084 | $79.73 | $166K |
| Sale | Common Stock, par value $.004 | 2,084 | $138.30 | $288K |
| Exercise | Common Stock, par value $.004 | 1,069 | $82.39 | $88K |
| Sale | Common Stock, par value $.004 | 1,069 | $138.31 | $148K |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Common Stock, par value $.004 | -- | -- | -- |
Holdings After Transaction:
Stock Option (Right to Buy) — 13,209 contracts for 10,029 underlying shares (Direct);
Common Stock, par value $.004 — 13,463 shares (Direct);
Common Stock, par value $.004 — 2,282 shares (Indirect, 401(k) Plan)
Footnotes (2)
- F1. This transaction was executed in multiple trades at prices ranging from $138.30 to $138.54. 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.
- F2. Shares sold at an exact price. A breakdown is not applicable.
Key Figures
Shares sold: 3,153 shares
Sale prices: $138.31 and $138.30 per share
Options exercised: 3,153 shares
+4 more
7 metrics
Shares sold
3,153 shares
Common stock sold in open-market transactions on May 14, 2026
Sale prices
$138.31 and $138.30 per share
Prices for 1,069 and 2,084 common shares sold
Options exercised
3,153 shares
Common shares acquired via option exercises on May 14, 2026
Option exercise prices
$82.39 and $79.73 per share
Strike prices for 1,069 and 2,084 exercised options
Direct common shares after
13,463 shares
Direct AAON common stock holdings following transactions
Indirect 401(k) shares
2,282 shares
AAON common stock held indirectly via 401(k) plan
Remaining option position
10,029 shares at $91.51
Stock options on AAON common stock expiring March 11, 2036
Key Terms
open-market sale, Stock Option (Right to Buy), derivative exercise/conversion, 401(k) Plan, +1 more
5 terms
open-market sale financial
"Sale in open market or private transaction"
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)""
derivative exercise/conversion financial
"transaction_action": "derivative exercise/conversion""
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."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did AAON (AAON) executive Casey Kidwell report in this Form 4?
Casey Kidwell reported exercising stock options for 3,153 AAON shares and selling 3,153 common shares in open-market transactions. The filing also updates Kidwell’s remaining direct, indirect, and option holdings following these transactions on May 14, 2026.
What stock options did Casey Kidwell exercise in the AAON Form 4?
Kidwell exercised stock options covering 3,153 AAON common shares, including 1,069 shares at $82.39 and 2,084 shares at $79.73 per share. These exercises converted derivative positions into common stock on May 14, 2026.
What AAON stock options does Casey Kidwell still hold after the Form 4?
Following the exercises, Kidwell retained stock options on 10,029 AAON common shares with a $91.51 exercise price, expiring March 11, 2036. This remaining option position provides ongoing potential exposure to AAON’s equity beyond current share holdings.
How does the Form 4 describe Casey Kidwell’s AAON 401(k) holdings?
The filing shows 2,282 AAON common shares held indirectly through a 401(k) plan. This indirect ownership supplements Kidwell’s directly held common stock and option positions disclosed in the same Form 4.
AI-generated analysis. How Rhea-AI works. Not financial advice.
