AAON CEO reports sale of 8,000 shares
Accepted by SEC EDGAR
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Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
AAON, INC. Chief Executive Officer Matthew Joseph Tobolski reported an open-market sale of 8,000 shares of common stock at $135.37 per share. The sold shares were held indirectly through his spouse as trustee of a family trust, which now holds 114,371 shares. Separately, 467 shares were surrendered for tax withholding, leaving 17,872 shares held directly. He also retains multiple stock options, including rights to buy 91,704 shares at $91.51 per share expiring in 2036.
Insider Trade Summary
Net Seller: 8,000 shares
Net Sell
2 txns
Insider
Tobolski Matthew Joseph
Role
Chief Executive Officer
Sold
8,000 shs ($1.08M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock, par value $.004 | 467 | $135.37 | $63K |
| Sale | Common Stock, par value $.004 | 8,000 | $135.37 | $1.08M |
| 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 | -- | -- | -- |
| Holding | Common Stock, par value $.004 | -- | -- | -- |
Holdings After Transaction:
Common Stock, par value $.004 — 17,872 shares (Direct);
Common Stock, par value $.004 — 114,371 shares (Indirect, By spouse, as trustee of trust for benefit of family members);
Stock Option (Right to Buy) — 121,878 contracts (Direct);
Common Stock, par value $.004 — 2,638 shares (Indirect, 401(k) Plan);
Common Stock, par value $.004 — 200,904 shares (Indirect, Trustee of Trusts)
Footnotes (1)
- F1. All shares granted/purchased/converted/sold, as applicable, at an exact price. A breakdown is not applicable.
Key Figures
Open-market sale: 8,000 shares at $135.37
Indirect holdings after sale: 114,371 shares
Tax withholding shares: 467 shares at $135.37
+5 more
8 metrics
Open-market sale
8,000 shares at $135.37
Common Stock sale reported on 2026-05-13
Indirect holdings after sale
114,371 shares
Family trust position following 8,000-share sale
Tax withholding shares
467 shares at $135.37
Shares delivered for tax obligations
Direct common stock holdings
17,872 shares
Directly held common stock after tax withholding
Stock option position 1
91,704 underlying shares at $91.51
Stock option expiring 2036-03-11, direct ownership
Stock option position 2
11,964 underlying shares at $105.95
Stock option expiring 2035-05-13, direct ownership
Indirect trustee holdings
200,904 shares
Common stock as trustee of trusts
401(k) plan holdings
2,638 shares
Common stock held indirectly via 401(k) Plan
Key Terms
open-market sale, tax-withholding disposition, Stock Option (Right to Buy), 401(k) Plan, +1 more
5 terms
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.
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
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.
trustee of trust financial
"nature_of_ownership: "By spouse, as trustee of trust for benefit of family members""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did AAON (AAON) report for its CEO?
AAON reported its CEO, Matthew Joseph Tobolski, completed an open-market sale of 8,000 shares of common stock. The transaction was reported at a price of $135.37 per share and involved shares held indirectly through a family trust.
What direct AAON common stock holdings does the CEO report after these transactions?
Following the reported tax-withholding disposition, the AAON CEO directly holds 17,872 shares of common stock. This number represents his remaining direct ownership after 467 shares were surrendered for tax-related purposes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
