Welcome to our dedicated page for AAON SEC filings (Ticker: AAON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AAON SEC filings document the public-company disclosures of an HVAC equipment manufacturer serving commercial, industrial and data center indoor environments. The record includes Form 8-K reports for operating and financial results, backlog disclosures, Regulation FD materials, quarterly dividend announcements and common stock repurchase authorization.
AAON proxy materials cover shareholder voting matters, board and governance topics, executive compensation and equity-award disclosures. Its filings also address capital-structure matters and material-event reporting tied to the company’s AAON and BASX-branded equipment business.
AAON, Inc. filed a current report to let investors know it is participating in D.A. Davidson's Diversified Industrials & Services Conference in Nashville, Tennessee. The company notes that CEO and President Matt Tobolski is giving a presentation at 11:30 A.M. Eastern Time on September 18, 2025, and that a copy of this investor presentation is furnished as Exhibit 99.1 and posted on its website.
The company explains that the presentation, along with remarks at the conference, may contain forward-looking statements, and it highlights typical risk factors such as raw material and component prices, construction market conditions, interest rates, competition, and broader economic conditions. AAON also states that this information is being furnished under Regulation FD and, under applicable rules, is not considered "filed" for liability purposes or automatically incorporated into other SEC filings.
Matthew J. Tobolski, CEO and director of AAON, filed a Form 4 reporting transactions on 09/15/2025. He reported a disposition of 62,802 shares of AAON common stock and two acquisitions: 12,500 shares (held indirectly by a trustee) and 50,302 shares (held indirectly by spouse as trustee). After these transactions he beneficially owns 10,072 shares directly, 200,904 shares indirectly via trust, 122,371 shares indirectly via spouse’s trust, and 2,196 shares via 401(k). He also holds stock options totaling 30,174 underlying shares exercisable under three option grants.
AAON, Inc. insider Form 4 shows Executive Vice President and director Matthew Shaub purchased 428 shares of AAON common stock on 09/12/2025 at a reported price of $81.7 per share. After the transaction, Mr. Shaub beneficially owned 1,783 shares directly and 508 shares indirectly through a 401(k) plan, for a combined total of 2,291 shares. The filing is signed by Matthew Shaub on 09/15/2025. No derivative transactions or other changes were reported.
AAON, INC. Chief Financial Officer Rebecca Thompson exercised 9,350 stock options on September 4, 2025 at an exercise price of $24.63 per share, receiving an equal number of common shares.
On the same date she sold 9,150 shares at $81.09 and 200 shares at $81.12. After these transactions she directly holds 24,396 common shares and 171,403 stock options, plus 3,777 shares indirectly through a 401(k) plan, with additional option grants outstanding at exercise prices between $27.58 and $82.39.
Form 144 filed for AAON (common stock): The notice reports a proposed sale of 9,350 common shares through Fidelity Brokerage Services with an aggregate market value of $758,201.08. The filer reports 81,530,676 shares outstanding and an approximate sale date of 09/04/2025. The shares were acquired via an option granted on 01/02/2018 and payment on sale is listed as cash. The filing includes the standard representation that the seller is not aware of any undisclosed material adverse information about the issuer.
Christopher D. Eason, an officer of AAON, Inc. (AAON), resigned effective September 1, 2025, triggering forfeiture and disposition of equity awards. He forfeited 1,224 restricted shares and surrendered stock options covering 3,617 shares (592 at $62.05, 1,192 at $79.73 and 1,833 at $82.39) with exercise expiration dates accelerated to December 1, 2025. After these transactions the report shows Mr. Eason beneficially owns 4,077 shares directly and 2,162 shares indirectly through a 401(k) plan. The Form 4 reports the transactions as dispositions (code D) and notes the forfeitures resulted from his resignation.
Christopher D. Eason, identified as an officer (Principal Accounting Officer), reported multiple transactions in AAON, Inc. (AAON) on 08/25/2025. He exercised several stock options at exercise prices ranging from $29.48 to $79.73 and concurrently sold shares in multiple trades at weighted average sale prices around $85.00 to $85.34. After these transactions the reporting person shows 5,301 shares of common stock held directly. The Form 4 also lists remaining stock options exercisable or outstanding, including option holdings of 592, 1,192 and 1,833 underlying shares for specified grants with expiration dates through 2035. The filing includes execution-range explanations for the reported sale prices and a 401(k) indirect holding of 2,162 shares.
AAON Form 144 notice: The filer intends to sell 12,003 shares of AAON common stock through Fidelity Brokerage Services on 08/25/2025, with an aggregate market value of $1,021,241.84. The issuer's outstanding shares are listed as 81,530,676.
The shares were reported as acquired by exercise of options granted on various dates (05/11/2021, 03/15/2022, 03/06/2023, 03/11/2024, 03/11/2021, 03/11/2020) and payment is indicated as cash. The filer reports no securities sold in the past three months and includes the standard signature representation that no material nonpublic information is known.
AAON's Board declared a regular quarterly cash dividend of $0.10 per share, equivalent to $0.40 annually. The dividend is payable on September 26, 2025 to stockholders of record at the close of business on September 5, 2025. The company furnished a press release announcing the dividend as Exhibit 99.1. This filing communicates a cash return to shareholders but does not include earnings figures, changes to the capital structure, or other material transactions. The disclosure is limited to the dividend declaration and related exhibit.
AAON, Inc. announced its financial and operating results and backlog for the second quarter ended June 30, 2025, and furnished the related press release as Exhibit 99.1 to this Current Report on Form 8-K. The company will host a teleconference at 9:00 A.M. Eastern Time on August 11, 2025; domestic dial-in is 1-800-836-8184 and a listen-only webcast requires registration at https://app.webinar.net/QbZGYL16oqm. A replay will be available the next business day at https://investors.aaon.com.
The filing includes a Regulation FD disclosure and a forward-looking statements caution, explicitly noting key risk factors: timing and extent of changes in raw material and component prices; fluctuations in the commercial/industrial new construction market; timing and extent of changes in interest rates and other competitive factors; and general economic, market or business conditions.