AAON officer reports equity award vesting activity

AAON, Inc. (AAON) Chief Administration Officer Casey Kidwell reported equity award activity tied to 2023 performance-based restricted stock units.

Rhea-AI Filing Summary

AAON, Inc. (AAON) Chief Administration Officer Casey Kidwell reported equity award activity tied to 2023 performance-based restricted stock units. On January 21, 2026, the compensation committee certified that these units vested at 83.2 percent of the performance target, based on the company’s achievement of stated goals.

On January 30, 2026, common shares were delivered to Kidwell upon vesting and related conversions, with multiple entries at a reported price of $95.64 per share. Some shares were withheld (coded “F”) to cover taxes, so the reporting person received net shares after withholding. Following these transactions, Kidwell held a direct common stock position and an additional 2,076 shares indirectly through a 401(k) plan, along with several outstanding stock option awards with exercise prices between $35.41 and $82.39.

Insider Trade Summary

10 transactions reported

Mixed 10 txns

Insider Kidwell Casey

Role Chief Administration Officer

Type	Security	Shares	Price	Value
Exercise	Common Stock, par value $.004	1,478	$95.64	$141K
Exercise Price or Tax Liability	Common Stock, par value $.004	505	$95.64	$48K
Exercise	Common Stock, par value $.004	726	$95.64	$69K
Exercise Price or Tax Liability	Common Stock, par value $.004	232	$95.64	$22K
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 — 12,782 shares (Direct); Stock Option (Right to Buy) — 11,558 contracts (Direct); Common Stock, par value $.004 — 2,076 shares (Indirect, 401(k) Plan)

Footnotes (2)

1. F1. 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.
2. F2. All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did AAON (AAON) report for Casey Kidwell on January 30, 2026?

AAON reported equity award-related share activity for Casey Kidwell on January 30, 2026. Common shares were delivered upon vesting of 2023 performance units, with some shares withheld to cover taxes, all reported at a price of $95.64 per share.

How did AAON’s 2023 performance restricted stock units vest for Casey Kidwell?

AAON’s 2023 performance restricted stock units for Casey Kidwell vested at 83.2 percent of target. The compensation committee determined this vesting level on January 21, 2026, based on the company’s achievement of the relevant performance conditions disclosed in the filing.

Why were some AAON (AAON) shares withheld in Casey Kidwell’s Form 4 filing?

Some shares were withheld to cover Casey Kidwell’s tax liability. The filing explains that shares received from the vested performance restricted stock units were net of taxes, with share withholding reported under transaction code “F” and cash paid in lieu of any fractional shares.

What AAON stock and options does Casey Kidwell hold after the reported transactions?

After the transactions, Casey Kidwell holds direct AAON common stock and multiple stock options. The filing also shows 2,076 common shares held indirectly through a 401(k) plan and several option grants exercisable for common stock at various stated exercise prices.

What does transaction code “M” mean in the AAON Form 4 for Casey Kidwell?

Transaction code “M” reflects share issuance tied to equity award conversion. In this filing, code “M” entries correspond to common stock received in connection with performance restricted stock units, following the compensation committee’s vesting determination for the 2023 grant.

What price per share was used in Casey Kidwell’s AAON equity award transactions?

The reported price per share for the equity award transactions was $95.64. All common stock entries in the Form 4 list this exact price, with a footnote clarifying that all shares were granted, purchased, converted, or sold at that exact amount.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/03/2026 - 03:51 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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).

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^*

Kidwell Casey

(Last) (First) (Middle)

2425 S YUKON AVE

(Street)

TULSA OK 74107

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
AAON, INC. [ AAON ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Administration Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/30/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock, par value $.004	01/30/2026		M		1,478(1)	A	$95.64(2)	12,793	D
Common Stock, par value $.004	01/30/2026		F		505(1)	D	$95.64(2)	12,288	D
Common Stock, par value $.004	01/30/2026		M		726(1)	A	$95.64(2)	13,014	D
Common Stock, par value $.004	01/30/2026		F		232(1)	D	$95.64(2)	12,782	D
Common Stock, par value $.004								2,076	I	401(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option (Right to Buy)	$36.13							03/15/2023	03/15/2032	Common Stock	1,554		1,554	D
Stock Option (Right to Buy)	$35.41							05/30/2023	05/30/2032	Common Stock	831		831	D
Stock Option (Right to Buy)	$62.04							03/06/2024	03/06/2033	Common Stock	2,840		2,840	D
Stock Option (Right to Buy)	$79.73							03/11/2025	03/11/2034	Common Stock	3,126		3,126	D
Stock Option (Right to Buy)	$82.39							03/11/2026	03/11/2035	Common Stock	3,207		3,207	D

Explanation of Responses:

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.

2. All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable.

Remarks:

	Casey R. Kidwell	02/03/2026
	** Signature of Reporting Person	Date
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).
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