AAON (AAON) insider reports RSU vesting, tax withholding and 401(k) shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
AAON, Inc. insider Stephen E. Wakefield, a Principal Engineering Advisor, reported equity compensation activity involving common stock. On January 30, 2026, he reported multiple transactions in AAON common stock at $95.64 per share, reflecting vesting and related tax withholding.
The Compensation Committee determined that performance restricted stock units granted in 2023 vested at 83.2% of the performance target, and the resulting shares were delivered net of shares withheld to cover his tax liability. Following these transactions, Wakefield directly held 14,274 AAON shares and indirectly held 15,246 shares through a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Wakefield Stephen E
Role
Insider
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock, par value $.004 | 1,552 | $95.64 | $148K |
| Tax Withholding | Common Stock, par value $.004 | 531 | $95.64 | $51K |
| Exercise | Common Stock, par value $.004 | 762 | $95.64 | $73K |
| Tax Withholding | Common Stock, par value $.004 | 239 | $95.64 | $23K |
| 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:
Common Stock, par value $.004 — 14,282 shares (Direct);
Stock Option (Right to Buy) — 12,696 shares (Direct);
Common Stock, par value $.004 — 15,246 shares (Indirect, 401(k) Plan)
Footnotes (1)
- On January 21, 2026, the Compensation Committee determined the performance restricted stock units, granted in 2023 vested at 83.2 percent of the performance target, based on the issuer's achievement of the relevant performance conditions. The shares received were net of taxes withheld to cover the reporting person's tax liability. Cash was paid in lieu of fractional shares, if any. All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable.
FAQ
What insider transactions did AAON (AAON) principal advisor Stephen E. Wakefield report?
Stephen E. Wakefield reported multiple common stock transactions dated January 30, 2026 at $95.64 per share. These reflected vesting of performance-based restricted stock units and shares withheld to cover his tax liability, rather than discretionary open-market buying or selling activity.
What performance level did AAON’s 2023 restricted stock units vest at for Stephen E. Wakefield?
The performance restricted stock units granted in 2023 vested at 83.2 percent of the performance target. This vesting level was determined by AAON’s Compensation Committee based on the company’s achievement of the specified performance conditions tied to those restricted stock unit awards.
What equity awards and stock options does Stephen E. Wakefield hold in AAON?
Stephen E. Wakefield holds several stock options to buy AAON common stock, including grants exercisable through 2030, 2032, 2033, 2034, and 2035. These options cover thousands of underlying shares at exercise prices ranging from $29.48 to $82.39 per share, all held directly.